Business plan

of

project name

Company name

.....

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INDEX

1. Summary	4

Your business idea,	4

Your intention,	4

Turn over and profit prospects,	4

Finance requirements with schedule,	4

Risks,	4

Enterprise	4

What you did up to now,	4

Today's situation	4

2. Products, Services	5

Description of Products, Services	5

Why the market needs your products	5

Product's life cycle (= how long you can sell it)	5

Legal protection of your products	5

Customers, regular customers	5

3. Market area	6

View to market	6

Your market strategy	6

Rating of market	6

4. Competition	7

Competitors	7

Competitor products	7

Market strategy of the competitor(s)	7

5. Marketing	8

Your segment in the market	8

Your strategy of appearance	8

Price policy	8

Sales	8

Advertisement / PR	8

Location	8

Targeted turn over	8

6. Logistic	9

Location	9

Logistic / Administration	9

7. Production	10

Produktion facilities	10

Technology used	10

Capacities	10

Most important sub-suppliers	10

8. Administration and Consultant	11

Management	11

CVs / references	11

Training and further education	11

Board of directors (in case of share holding company)	11

Consultant	11

9. Risks	12

Internal	12

External	12

Safeguarding	12

10. Administrative development / financing	13

In the past	13

Future	13

List of appendices	14

11. Offer to Investors	15

1. Summary

Your business idea

Description

Your intention

Description

Turn over and profit prospects

Description

Finance requirements with schedule

Description

Risks

Description

Enterprise

Description

What you did up to now,

Founder,

Founding date,

Progress in enterprise,

Success,

Today's situation

Legal form of enterprise and share holders,

Organisation,

Number of personnel,

Etc.

2. Products, Services

Description of Products, Services

Detailed description

Why the market needs your products

Detailed explanation of this question (that it is a development, follow up product, innovation), of customer usage, of customer needs, strength / weakness analysis, advantages and disadvantages in comparision to competitor products, additional services you or the product provide(s)

Product's life cycle (= how long you can sell it)

Matrix of products (question marks, cash cows, etc.)

Legal protection of your products

Copy of the registered patent(s), licenses, certificates or filing letters of trade names and trade marks

Customers, regular customers

Dependencies

3. Market area

View to market

Market analysis (capacity, potential, volume of market and your share in this market)

Your market strategy

Worked on market fragments, targeted customer groups, sale channels

Rating of market

Trends of market, entrance barriers, projected growth of market segments

4. Competition

Competitors

Names, city, market segment, their position in the market, their strength and weakness

Competitor products

Assortment, characteristics, extra services, competition advantages (Price, Quality, if it has different technology, etc.)

Market strategy of the competitor(s)

Dumping prices, alliances, co-operations, stronger appearance in the market

5. Marketing

Your segment in the market

Selling arguments (quality, design, price), your target markets (geographic, demographic, etc.), customer groups

Your strategy of appearance

Definition of steps to reach your target and milestones

Price policy

Price materialization, price differentiation, rebates, margins, price psychology

Sales

Network of representatives, selling by phone, agents, dispatch, exhibitions, etc., distribution channels, supports for selling, business promotions

Advertisement / PR

In which way, its costs, advertisement consept, your consultant, effektiveness of advertisement

Location

Location at the moment, planned new location, advantages and disadvantages of locations (from view point of traffic and roads, personnel resources, expansion possibilities, distance to customers)

Targeted turn over

For the next 3 - 5 years, stretched market segments.

6. Logistic

Location

Location at the moment, planned new location, advantages and disadvantages of locations (from view point of traffic and roads, personnel resources, expansion possibilities, distance to customers)

Logistic / Administration

Facilities, back-office organisation, personnel resources (administrative, sales, production), installed computer system(s), additional computer system(s) planned

7. Production

Produktion facilities

Production plants, number of employees / training during production, storage organisation, material handling

Technology used

Production methode, special know-how, dependencies to key persons, Quality management, technical progress (research and improvement, how much to spend), processes

Capacities

Production capacity, the investment-need to maintain and to increase the capacity

Most important sub-suppliers

Names, its share in your total sales, ist quality management, the delivery contract(s) with him

8. Administration and Consultant

Management

Organization chart, members, responsibilities, fees, their experiences

CVs / references

Schools, profession, further trainings, special abilities, experiences in their profession and in administration.

Training and further education

Training and further education plans for Management and employees

Board of directors (in case of share holding company)

Family names, names of members, allocation of duties, experiences in their profession and in management

Consultant

Names und addresses of management consultant, advertisement consultant, etc.

9. Risks

Internal

Management / Personnel, Production, Marketing, Sales, Financing

External

Economical, ecological, possible new law or rule, and societal (frame conditions)

Safeguarding

Your plans (for example insurances)

10. Administrative development / financing

In the past

Information about the development of zour company, since in was founded

Future

Progress for coming 3 years (max. 5 years) basing on projection of turn over and progress

List of appendices

No.	Description	Tips:

Scenarios:	Best case	Realistic case	Worst case

Language	German	English

1.	Turn over plan for the 1. Business Year (BY)

2.	Turn over plan for the 2. BY

3.	Turn over plan for the 3. BY

4.	Personnel plan for the 1. BY

5.	Personnel plan for the 2. BY

6.	Personnel plan for the 3. BY

7.	Renting	(from 1. BY up to 3. BY)

8.	Leasing	(from 1. BY up to 3. BY)

9.	Investitions + Amortizing	(from 1. BY up to 3. BY)

10.	Office costs	(from 1. BY up to 3. BY)

11.	Fleet, consumables & extra costs	(from 1. BY up to 3. BY)

12.	Insurances	(from 1. BY up to 3. BY)

13.	Advertising costs	(from 1. BY up to 3. BY)

14.	Dispatching costs	(from 1. BY up to 3. BY)

15.	Change in stock	(from 1. BY up to 3. BY)

16.	Profit & Loss for the 1. BY

17.	Profit & Loss for the 2. BY

18.	Profit & Loss for the 3. BY

19.	Liquidation plan for the 1. BY

20.	Liquidation plan for the 2. BY

21.	Liquidation plan for the 3. BY

22.	Financing plan for the 1. BY

23.	Financing plan for the 2. BY

24.	Financing plan for the 3. BY

25.	Balance sheet for the 1. BY planned

26.	Balance sheet for the 2. BY planned

27.	Balance sheet for the 3. BY planned

28.	Profit calculation	(from 1. BY up to 3. BY)

Critical results

Graphics (30 – 41)

Balance sheet

Break Even

Office costs development

Investment

Costs of dispatch

Leasing costs

Liquidity flow

Renting development

Personnel development

Turn over vs. outsourcing

Insurance premiums

Advertising costs

11. Offer to Investors

Critical information for possible investors incl. amount and kind of investment, your conditions, rights you want to give and responsibilities to be taken. Also give here the list of existing investors.

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23. Mai 2007	Seite 15 von 15

Zanni + Partner Ltd. Businessplanvorlage http://www.zanni.de	Version 2007

Businessplan Version 2007

Businessplan

Businessplan, Geschäftsplan, Unternehmensplan

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© 2007 by Zanni + Partner (http://www.zanni.de)

2005-03-28

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Andreas Zanni

Zanni & Partner