There are many different templates and formats for a Business Plan, but the basic information that is required is the same. We work with and can provide clients with a PDF template format that covers each key area and explains a little about what needs to go into each section, from the specific viewpoint of a business plan that is aimed at raising funding, even if just a few thousand pounds overdraft from your bank manager.
If you need help with writing your business plan, you can send Caspia some basic details and one of our experts will contact you to discuss your requirements and answer your questions.
In the meantime, here is a basic structure which will help.
The cover sheet needs to provide all the necessary contact information about the business – the last thing you want to do is get prospective investors interested in your business, and then be unable to get in touch with you!
- The name of the business
- Month and year the plan is being completed
- Name and title of the chief executive officer
- Address of the company
- Company’s Web site address
- Phone number, with area code
- Fax number, with area code
- E-mail address
Table of Contents
To make your business plan easy to follow for a prospective financing source, a detailed table of contents – showing all sections and sub sections, with page numbers – is an important feature. A detailed table of contents will give readers the ability to turn to their areas of greatest interest first, whether it be the financial projections, the management team, or the market analysis of the product or service.
Listed here are the topic areas we suggest for the basic table of contents:
- Executive Summary
- The Company
- Management Team
- Market and Competition
- Product and/or Service
- Sales and Marketing/Promotion
- Business Risks
- Summary Financial and Operating Statements
The executive summary should be a brief synopsis – two pages maximum – of the business concept that gives the reader a clear initial understanding of your business and its validity.
It is not an introduction, preface, or random collection of highlights.
It is the business plan in miniature, and as such should be able to stand alone as an initial business description.
It helps you:
- Crystallize your thoughts
- Set priorities
- Provide the foundation of the full plan.
Once you’ve written this summary, it makes writing the rest of the plan much easier.
If done right, it captures readers’ attention, makes them want to read more, and conveys a flavour about the rest of the plan.
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