Outline & Define Your PlanDecember 12, 2011

Business Plan Outline


This section is comprised of an introduction of what your company does, as well as your current needs.  The reason for why you would like to make the changes in your current strategy. The main focus is that this particular business plan will lay out your goals and tasks to make the endeavor
successful and meet your current and possibly upcoming needs.

The Company

This section provides a brief summary of key peaks that your company has met, such as date of inception, obstacles overcome, and previously successful endeavors. Also, you will need to incorporate the goal in mind. What your company wants to happen, and how that will be transformed from a mere image to a realistic projection through future efforts.


This section highlights what services/products your company offers. The focus of this is to demonstrate an intimate understanding of what your company offers to consumers.

The Market

This section is specific to the market surrounding your company, current standing, and expected growth/decline over an approximate amount of time. It is vital to keep this factual, and as an actual representation of current standings.

As well as the focus in securing the newly developed strategy is. What segments are the most profitable for your company, and will offer the greatest benefit.

Financial Considerations

This section is dedicated to the amount of current debt, if there is significant debt to be considered, it needs to be included in this section. Explain how your company can turn it around, how the projected increase in profits will help turn this around. If there is little debt, describe how your company plans to keep it
that way, or decrease it. Consider also including a chart of past to current years including (Sales), (Gross
Margin) and (Net Profit). This creates a pleasing visual addition, which is easily understood.


1.1 Objectives

What the company plans to do:

  • Plans for expansion:  How your company plans to use a certain segment to improve profit and obtain the goal

  • Any additions to your team: include additional products/services and staff

  • Any locations in which the company will strive to reach: new office location, or expansion of current client circumference

1.2  Mission

What your company offers, why you strive to achieve being the best, your company’s standards and goals.

1.3 Keys to Success

A brief introduction of what major benefits have contributed to your company’s success. How your company plans to achieve further success, and what tasks will be deemed necessary to achieve the future goal.

  • Something vital to achieving more profit

  • How to expand customer base

  • Increase marketing by (percentage/how much)

Company Summary

This section is devoted to information about your company, highlighting key events.

2.1 Company History

This section explains how the company began, what steps it has taken to get to where it is today, and where the company is currently.

A graph of Past Performance including (Sales) (Gross) and (Net) is another great visual additive.

A spread sheet of all pertinent digital information is also a plus, categorized into a three year span, showing areas of strength and

2.2 Company Ownership

This section explains who owns the company, as well as including any previous ownership, or partners.


What the company offers to consumers. In bullet format, clearly visible

Market Analysis Summary

This section begins with an introduction of current market standings, possible development, and what the company will be concentrating their efforts on.

4.1 Market Segmentation

This section includes an explanation of Potential Clients, why your company believes this is a key ticket segment, additional information about the
segment, and how it was chosen.

Include a pie chart demonstrating all of the possible segments available for your company’s specific industry, which supports your decision to choose
“said” segment.

An excel spreadsheet is also a nice visual addition in highlighting the ongoing trends of the industry.

4.2 Target Market Segment Strategy

This section explains why the segment was chosen, and how your company plans to capitalize on it.

4.3 Industry Business Analysis

This section explains the current trends of your company’s industry, the trends of the past, and the projected trends of the future.

4.3.1 Competition and Buying Patterns

This section explains who your company’s competitors are, what they do, and how consumers respond to the current availabilities.

Strategy and Implementation Summary

This section begins with an introduction and the main point of the strategy and how you company plans to go about implementing the strategy.

5.1 Competitive Edge

This section is very important; it is the section which highlights how your company is different, how you’ve remained competitive, and what makes your
company a step above. Important to remember not to “bash the competition” simply highlight your company’s key attributes.

5.2 Marketing Strategy

This section illustrates what methods your company will use to market itself, if there are steps to the strategy include all of them.

5.3 Sales Strategy

This section highlights your sales strategy, all key points and progress assessments.

5.3.1 Sales Forecast

Provide conservative estimates to demonstrate the projected sales figures given to a certain date.

A graph is a nice way to visually illustrate this projection in an easily understood manner, figures set in monthly and yearly projections. Excel
spreadsheets are also a nice addition.

Management Summary

This section begins with a brief introduction of current management, their responsibilities, their contributions and a bulleted list of additional future responsibilities in a neatly compiled bulleted list.

If additional staff in the future is a part of your projected plans, include that statement in this section as well.

6.1 Personnel Plan

This section explains any personnel expansion plans, payroll of permanent and temporary employees, explaining number of employees and current total

This is best done in an excel spread sheet into a minimum of a three year trend.

Financial Plan

This section provides an introduction of financial projections for your company, and when a significant increase in profits is to be expected.

7.1 Important Assumptions

Estimation of your financial assumptions based on your previous experience.

Insert Excel spreadsheet to best demonstrate your financial assumptions.

7.2 Break-even Analysis

What your break even analysis is based on, such as average monthly fixed costs, which is based off previous figures, plus your average price per
product/service.  A plotted graph is the best way to illustrate this item. Also include the conclusion of your analysis, with these key points (Monthly Revenue Break even) (Assumption: Average Percent Variable Cost) and your company’s (Estimated Monthly Fixed Cost)

7.3 Projected Profit and Loss

Included your best estimate of future revenues and costs based on current market trends, past performance, and perceived revenue of our new target market. Graphs are a great way of highlighting this section’s figures as well. Be sure to project Monthly and Yearly Profit, as well as Monthly and Yearly Gross Margins, and include an accurate profit and loss statement.

7.4 Projected Cash Flow

This section includes honest and concise projections of future cash flow, when current debts can be expected to be paid off, and any expected changes. This should be accompanied with a bar graph and Cash Flow statement to further illustrate the projection.

7.5 Projected Balance Sheet

This section need have an excel balance sheet with an accurate presentation of assets and liabilities, as well as a statement of what people can conclude from the provide information.

7.6 Business Ratios

In this section you need to include the industry standard ratios vs. your own projections.  Again, best done in an excel spreadsheet over a three year period of your actual figures, as well as the % of which you r company coincides with industry standards, which then becomes your “industry profile”.


This should be your big tah-dah! Woo hoo. End it positive and honestly.