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SAMPLE BUSINESS PLAN TEMPLATE
<<COMPANY LOGO>>
<<COMPANY NAME>>
BUSINESS PLAN
<<Prepared by:__________________>>
<<Date>>
Strictly Private & Confidential
© <<Company Name>> <<Year>> <<Logo>>
This document is the proprietary property of <<Company Name>>.
Copying or otherwise distributing the information contained herein is a breach of confidentiality agreement.
1
1. Executive Summary
<< Introduce promoters here, and the reason you are now preparing this Business
Plan.
This section should not be completed until the business plan is written. It will highlight
all milestones in the company’s development over the next five years. It should sum
up the following areas:
• Purpose of the plan
• Product or service and its advantages
• Market opportunity
• Management team
• Track record, if any
• Financial projections
• Funding requirements
Financial projections should be summarised and highlighted. The following format is
suggested as a guide:
Year 1 Year 2 Year 3
Sales
Exports
Net Profit before Tax
Investment
Employment
! Remember that potential investors often make a provisional judgement based on
the executive summary, and that their decision to read the main body of the
business plan will depend on the information presented here. The appendices at
the back of the plan contain more detailed information to support the main text
of the business plan. >>
This document is a partial preview. Full document download can be found on Flevy:
http://flevy.com/browse/document/business-plan-template-1489
Strictly Private & Confidential
© <<Company Name>> <<Year>> <<Logo>>
This document is the proprietary property of <<Company Name>>.
Copying or otherwise distributing the information contained herein is a breach of confidentiality agreement.
4
Competitive Advantage
<< This is your assessment of why potential customers will choose to buy your product
in place of those profiled above. Advantages may include:
• Unique features
• Price
• New technologies or systems
• Better value to customers in terms of efficiency or ROI or cost/benefit ratios
• Greater compatibility with existing systems
• Include any independent validation or case studies >>
Benefits to Clients
<< This is what your product or service provides to potential customers in terms of their
own business goals. Does your product or service enable them to:
• Increase sales
• Increase efficiencies
• Save money?
• Save time?
• Maximise resources?
• Reduce errors?
• Reduce downtime?
• Improve Customer Service, reduce churn, increase loyalty
What will buying your product or service actually do for the customer? >>
This document is a partial preview. Full document download can be found on Flevy:
http://flevy.com/browse/document/business-plan-template-1489
Strictly Private & Confidential
© <<Company Name>> <<Year>> <<Logo>>
This document is the proprietary property of <<Company Name>>.
Copying or otherwise distributing the information contained herein is a breach of confidentiality agreement.
7
5. Research and Development
Technology Roadmap
<< Show the intended future development of your product or service, i.e., changes to
meet future market demands, adaptations to international markets, or upgrades.
Also detail plans for new products or services to add to the range.
Include
• Team/Department structure
• Methodology
• Platforms used
• Milestones to be achieved
• System Overview Diagram>>
Research and Development
<< Indicate whether you will have ongoing R&D as an activity of the company, what
areas this will be exploring and what future contributions to the company you expect
from this research. >>
Technical Partners
<< List all partners and indicate nature of involvement >>
IP, Patents, Copyrights, Brands
<< Indicate any protection available for your product or service: whether the
technology can be or has been patented, whether you can avail of copyright or
trademark registration, and the brand image you intend to build up as a protection
against competition. >>
This document is a partial preview. Full document download can be found on Flevy:
http://flevy.com/browse/document/business-plan-template-1489
Strictly Private & Confidential
© <<Company Name>> <<Year>> <<Logo>>
This document is the proprietary property of <<Company Name>>.
Copying or otherwise distributing the information contained herein is a breach of confidentiality agreement.
10
I Key Assumptions
<< This section reviews the key assumptions used in the financial projections. It is a
guide to explain how key figures in the financial projections were arrived at. Included
here should be items such as:
• Income sources
• Number of employees projected for each year and their intended salaries
• Projected investment in equipment and materials
• Projected R&D costs
• Depreciation allowed for
• Expected rent and rates charges
• Creditor days expected and debtor days allowed
• Expense calculations
This section should be brief and to the point. Further detail regarding these items can
be placed in the Appendices. >>
This document is a partial preview. Full document download can be found on Flevy:
http://flevy.com/browse/document/business-plan-template-1489
Strictly Private & Confidential
© <<Company Name>> <<Year>> <<Logo>>
This document is the proprietary property of <<Company Name>>.
Copying or otherwise distributing the information contained herein is a breach of confidentiality agreement.
13
IV Cashflow
<< Attach here a monthly cashflow prediction for the first two years of the company’s
operations. >>
This document is a partial preview. Full document download can be found on Flevy:
http://flevy.com/browse/document/business-plan-template-1489
Application for Start-up Entrepreneur Programme
This document is the proprietary property of <<Company Name>>.
Copying or otherwise distributing the information contained herein is a breach of confidentiality agreement.
16
9. Appendices
<< This section is used to provide the detailed data on which the main text of the
business plan is based, and to provide extra information of interest to the readers of
the business plan. Items for inclusion in appendices vary from business to business, but
normally include some of the following:
• Promoters’ CVs
• Detailed financial assumptions
• Most recent Company Audited Accounts
• Share Cap table and Investment history
• Term Sheet from Potential Investors
• Detailed market research findings
• Promotional literature
• Product or service information
• Details of company website
• Testimonials or letters of intent from customers >>
This document is a partial preview. Full document download can be found on Flevy:
http://flevy.com/browse/document/business-plan-template-1489
1
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for premium documents. These
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Business Plan Template

  • 1. SAMPLE BUSINESS PLAN TEMPLATE <<COMPANY LOGO>> <<COMPANY NAME>> BUSINESS PLAN <<Prepared by:__________________>> <<Date>>
  • 2. Strictly Private & Confidential © <<Company Name>> <<Year>> <<Logo>> This document is the proprietary property of <<Company Name>>. Copying or otherwise distributing the information contained herein is a breach of confidentiality agreement. 1 1. Executive Summary << Introduce promoters here, and the reason you are now preparing this Business Plan. This section should not be completed until the business plan is written. It will highlight all milestones in the company’s development over the next five years. It should sum up the following areas: • Purpose of the plan • Product or service and its advantages • Market opportunity • Management team • Track record, if any • Financial projections • Funding requirements Financial projections should be summarised and highlighted. The following format is suggested as a guide: Year 1 Year 2 Year 3 Sales Exports Net Profit before Tax Investment Employment ! Remember that potential investors often make a provisional judgement based on the executive summary, and that their decision to read the main body of the business plan will depend on the information presented here. The appendices at the back of the plan contain more detailed information to support the main text of the business plan. >> This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/business-plan-template-1489
  • 3. Strictly Private & Confidential © <<Company Name>> <<Year>> <<Logo>> This document is the proprietary property of <<Company Name>>. Copying or otherwise distributing the information contained herein is a breach of confidentiality agreement. 4 Competitive Advantage << This is your assessment of why potential customers will choose to buy your product in place of those profiled above. Advantages may include: • Unique features • Price • New technologies or systems • Better value to customers in terms of efficiency or ROI or cost/benefit ratios • Greater compatibility with existing systems • Include any independent validation or case studies >> Benefits to Clients << This is what your product or service provides to potential customers in terms of their own business goals. Does your product or service enable them to: • Increase sales • Increase efficiencies • Save money? • Save time? • Maximise resources? • Reduce errors? • Reduce downtime? • Improve Customer Service, reduce churn, increase loyalty What will buying your product or service actually do for the customer? >> This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/business-plan-template-1489
  • 4. Strictly Private & Confidential © <<Company Name>> <<Year>> <<Logo>> This document is the proprietary property of <<Company Name>>. Copying or otherwise distributing the information contained herein is a breach of confidentiality agreement. 7 5. Research and Development Technology Roadmap << Show the intended future development of your product or service, i.e., changes to meet future market demands, adaptations to international markets, or upgrades. Also detail plans for new products or services to add to the range. Include • Team/Department structure • Methodology • Platforms used • Milestones to be achieved • System Overview Diagram>> Research and Development << Indicate whether you will have ongoing R&D as an activity of the company, what areas this will be exploring and what future contributions to the company you expect from this research. >> Technical Partners << List all partners and indicate nature of involvement >> IP, Patents, Copyrights, Brands << Indicate any protection available for your product or service: whether the technology can be or has been patented, whether you can avail of copyright or trademark registration, and the brand image you intend to build up as a protection against competition. >> This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/business-plan-template-1489
  • 5. Strictly Private & Confidential © <<Company Name>> <<Year>> <<Logo>> This document is the proprietary property of <<Company Name>>. Copying or otherwise distributing the information contained herein is a breach of confidentiality agreement. 10 I Key Assumptions << This section reviews the key assumptions used in the financial projections. It is a guide to explain how key figures in the financial projections were arrived at. Included here should be items such as: • Income sources • Number of employees projected for each year and their intended salaries • Projected investment in equipment and materials • Projected R&D costs • Depreciation allowed for • Expected rent and rates charges • Creditor days expected and debtor days allowed • Expense calculations This section should be brief and to the point. Further detail regarding these items can be placed in the Appendices. >> This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/business-plan-template-1489
  • 6. Strictly Private & Confidential © <<Company Name>> <<Year>> <<Logo>> This document is the proprietary property of <<Company Name>>. Copying or otherwise distributing the information contained herein is a breach of confidentiality agreement. 13 IV Cashflow << Attach here a monthly cashflow prediction for the first two years of the company’s operations. >> This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/business-plan-template-1489
  • 7. Application for Start-up Entrepreneur Programme This document is the proprietary property of <<Company Name>>. Copying or otherwise distributing the information contained herein is a breach of confidentiality agreement. 16 9. Appendices << This section is used to provide the detailed data on which the main text of the business plan is based, and to provide extra information of interest to the readers of the business plan. Items for inclusion in appendices vary from business to business, but normally include some of the following: • Promoters’ CVs • Detailed financial assumptions • Most recent Company Audited Accounts • Share Cap table and Investment history • Term Sheet from Potential Investors • Detailed market research findings • Promotional literature • Product or service information • Details of company website • Testimonials or letters of intent from customers >> This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/business-plan-template-1489
  • 8. 1 Flevy (www.flevy.com) is the marketplace for premium documents. These documents can range from Business Frameworks to Financial Models to PowerPoint Templates. Flevy was founded under the principle that companies waste a lot of time and money recreating the same foundational business documents. Our vision is for Flevy to become a comprehensive knowledge base of business documents. All organizations, from startups to large enterprises, can use Flevy— whether it's to jumpstart projects, to find reference or comparison materials, or just to learn. Contact Us Please contact us with any questions you may have about our company. • General Inquiries support@flevy.com • Media/PR press@flevy.com • Billing billing@flevy.com