SAMPLE (COMPREHENSIVE) BUSINESS PLAN TEMPLATE
Errol A. Gibbs, CET, PMP
Project Management and Business Process Re-engineering Analyst
Tel: 905.875.4956
WhatsApp: 416.570.1213
Date: July 30, 2020
(Note: Construction Component Excluded)
TABLE OF CONTENTS:
- Funding Entity Requirements:
- Notes: Each funding entity will have their specific requirements. You must gather all of the facts about the entity, including:
- Organizational Characteristics
- Organizational Structure
- Organizational Legitimacy
- Principle Contacts (inclusive)
- Specific Requirements (Special Requirements)
- Timelines
- Grant Offerings
- Value of Grants and Funds Disbursed (Types of Organizations)
- Grant Performance Expectation
- Etc.
- Notes: Each funding entity will have their specific requirements. You must gather all of the facts about the entity, including:
- Executive Summary
- Non-disclosure Confidential, and Non-circumvent Agreement, etc.
- Business Vision
- Business Mission
- Business Objectives
- Business Characteristics:
- Business Address
- Business Logo
- Business Founders and Principal(s)
- Board of Directors (BOD)
- Business Support Team(s)
- Business Employees
- Business History and Experiential Background (2012 – 2020)
- Business Environment
- Business Services and Benefits
- Business Goals and Objectives
- Business Timeline (Target Dates, Major Milestones, and Key Events)
- Business Type (Sole Proprietor, Partnership, Venture Capital…)
- Business Consultants and Qualifications
- Business Operating Guidelines, Principles, and Values
- Product(s) of the Business
- Business Reporting Cycle (Versus Yearly Reporting Cycle)
- SWOT Analysis (Strengths, Weakness, Opportunities, and Threats)
- Archives of Past and Future Proposals (Funding Amounts Value and Success)
- Key Success Factors:
- Business Expertise
- Project Charter (Authorization to Proceed)
- Comprehensive Business Plan
- Financial Feasibility
- Business Capitalization (Contingency Planning)
- Communication Plan (Enterprise Reporting)
- Project/Product Management Plan
- Construction Management Plan (If applicable)
- Business Auditing
- Customer Care
- Business Legal Framework:
- Date Business Established
- Business Registration Number(s)
- Business Legal Representatives
- Business Partners & Location
- Business Partnership Joint Liability
- Business Agreements
- Business Employees & Salaries
- Roles, Responsibilities and Accountabilities
- Business Account(s)
- Licences, Permits, and Authorizations
- Legal and Financial Administration & Reporting
- Business Liability Insurance
- Market Analysis:
- Industry Overview
- Target Market(s)
- Customer Cultural Relations
- Overall Market Analysis and Competitiveness
- Customer Characteristics and Needs
- Customer Purchasing Decisions
- Industry Response
- Product Sourcing
- Product Distribution
- Business Achievements
- Product (Manufacturing) Production Process:
- Rental Strategy
- Product Sourcing
- Product Preparation
- Resourcing Planning
- Product Quality Control & Assurance
- Product Packaging (Bottling Process)
- Delivery Strategy
- Waste Management Strategy
- Auditing
- Archiving
- Sales and Marketing:
- Publicity and Marketing (Social Media Strategy)
- Business Conferences and Seminars
- Advertising and Promotions
- Product Selection
- Quality Assurance
- Products Sales Tactics
- Revenue Streams
- Customer Focus
- Shipping Safeguards
- Freight and Insurance
- Project Management Plan 10 Critical Management Areas:
- Project Integration Management (Project Mandate and Organizational Structure(s)
- Project Scope Management
- Project Schedule Management
- Project Cost Management
- Project Quality Management
- Project Resource Management
- Project Communications Management
- Project Risk Management
- Project Procurement Management
- Project Stakeholder Management
- Note: Project Life Cycle: Initiation, Planning, Execution, Monitoring and Controlling, Closing, and Archiving
- Biographies and Roles, Responsibilities, and Accountabilities:
- Advisory Council
- Resumes
- Roles, Responsibilities, and Accountabilities
- Commendations and Endorsements
- Business Memberships and Associations
APPENDIXES:
- Project Financial Feasibility
- Overall Development Plan (Including Estimates)1
- Capital Budget (Including Cost Contingency)
- 1 Year Operating Statement (Income/Expense)
- 5 Year Pro Forma Statement
- Product Throughput Analysis
- Breakeven Analysis
- Asset Management Plan
- Contingency Planning
- Accounting Management (Bookkeeping and Payroll Management)
- Corporate Reporting/Auditing (Corporate Taxation)
- Growth Strategy
- Archiving Strategy
1 Estimates are threefold: (1) Order-of-Magnitude Estimate (2) Intermediate Estimate, and (3) Definitive Estimate.