Business Planning

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:

1. Funding Entity Requirements:
   • Notes: Each funding entity will have their specific requirements. You must gather all of the facts about the entity, including:
     1. Organizational Characteristics
     2. Organizational Structure
     3. Organizational Legitimacy
     4. Principle Contacts (inclusive)
     5. Specific Requirements (Special Requirements)
     6. Timelines
     7. Grant Offerings
     8. Value of Grants and Funds Disbursed (Types of Organizations)
     9. Grant Performance Expectation
     10. Etc.
2. Executive Summary
3. Non-disclosure Confidential, and Non-circumvent Agreement, etc.
4. Business Vision
5. Business Mission
6. Business Objectives
7. Business Characteristics:
   1. Business Address
   2. Business Logo
   3. Business Founders and Principal(s)
   4. Board of Directors (BOD)
   5. Business Support Team(s)
   6. Business Employees
   7. Business History and Experiential Background (2012 – 2020)
   8. Business Environment
   9. Business Services and Benefits
   10. Business Goals and Objectives
   11. Business Timeline (Target Dates, Major Milestones, and Key Events)
   12. Business Type (Sole Proprietor, Partnership, Venture Capital…)
   13. Business Consultants and Qualifications
   14. Business Operating Guidelines, Principles, and Values
   15. Product(s) of the Business
   16. Business Reporting Cycle (Versus Yearly Reporting Cycle)
   17. SWOT Analysis (Strengths, Weakness, Opportunities, and Threats)
   18. Archives of Past and Future Proposals (Funding Amounts Value and Success)
8. Key Success Factors:
   1. Business Expertise
   2. Project Charter (Authorization to Proceed)
   3. Comprehensive Business Plan
   4. Financial Feasibility
   5. Business Capitalization (Contingency Planning)
   6. Communication Plan (Enterprise Reporting)
   7. Project/Product Management Plan
   8. Construction Management Plan (If applicable)
   9. Business Auditing
   10. Customer Care
9. Business Legal Framework:
   1. Date Business Established
   2. Business Registration Number(s)
   3. Business Legal Representatives
   4. Business Partners & Location
   5. Business Partnership Joint Liability
   6. Business Agreements
   7. Business Employees & Salaries
   8. Roles, Responsibilities and Accountabilities
   9. Business Account(s)
   10. Licences, Permits, and Authorizations
   11. Legal and Financial Administration & Reporting
   12. Business Liability Insurance
10. Market Analysis:
    1. Industry Overview
    2. Target Market(s)
    3. Customer Cultural Relations
    4. Overall Market Analysis and Competitiveness
    5. Customer Characteristics and Needs
    6. Customer Purchasing Decisions
    7. Industry Response
    8. Product Sourcing
    9. Product Distribution
    10. Business Achievements
11. Product (Manufacturing) Production Process:
    1. Rental Strategy
    2. Product Sourcing
    3. Product Preparation
    4. Resourcing Planning
    5. Product Quality Control & Assurance
    6. Product Packaging (Bottling Process)
    7. Delivery Strategy
    8. Waste Management Strategy
    9. Auditing
    10. Archiving
12. Sales and Marketing:
    1. Publicity and Marketing (Social Media Strategy)
    2. Business Conferences and Seminars
    3. Advertising and Promotions
    4. Product Selection
    5. Quality Assurance
    6. Products Sales Tactics
    7. Revenue Streams
    8. Customer Focus
    9. Shipping Safeguards
    10. Freight and Insurance
13. Project Management Plan 10 Critical Management Areas:
    1. Project Integration Management (Project Mandate and Organizational Structure(s)
    2. Project Scope Management
    3. Project Schedule Management
    4. Project Cost Management
    5. Project Quality Management
    6. Project Resource Management
    7. Project Communications Management
    8. Project Risk Management
    9. Project Procurement Management
    10. Project Stakeholder Management
        • Note: Project Life Cycle: Initiation, Planning, Execution, Monitoring and Controlling, Closing, and Archiving
14. Biographies and Roles, Responsibilities, and Accountabilities:
    1. Advisory Council
    2. Resumes
    3. Roles, Responsibilities, and Accountabilities
    4. Commendations and Endorsements
    5. Business Memberships and Associations

APPENDIXES:

1. Project Financial Feasibility
   1. Overall Development Plan (Including Estimates)¹
   2. Capital Budget (Including Cost Contingency)
   3. 1 Year Operating Statement (Income/Expense)
   4. 5 Year Pro Forma Statement
   5. Product Throughput Analysis
   6. Breakeven Analysis
   7. Asset Management Plan
   8. Contingency Planning
   9. Accounting Management (Bookkeeping and Payroll Management)
   10. Corporate Reporting/Auditing (Corporate Taxation)
   11. Growth Strategy
   12. Archiving Strategy

 ¹ Estimates are threefold: (1) Order-of-Magnitude Estimate (2) Intermediate Estimate, and (3) Definitive Estimate.