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The
BASICS
of writing a
BUSINESS PLAN
BUSINESS PLAN?
Why would you
-WANT- a
.com
If you’re looking for
-FUNDING-
you need one.
.com
Even if not, you need solid
-MARKET RESEARCH-
and to have laid out your
MARKETING, FINANCIAL,
and OPERATIONAL PLANS
before you get too deep into running the
day to day of your business.
.com
BUSINESS PLAN?
So, what’s in a
.com
EXECUTIVE
SUMMARY
.com
EXECUTIVE
SUMMARYBUSINESS PLAN.
Basically, it’s the Cliff’s notes of the
.com
EXECUTIVE
SUMMARYCONCISE &
COMPELLING.
It should be
.com
EXECUTIVE
SUMMARYINTERESTED
Potential investor must be
enough to keep reading.
.com
EXECUTIVE
SUMMARY
Write it last so you can pull the info from the
rest of the plan.
.com
DESCRIPTION
OF THE
BUSINESS
.com
DESCRIPTION
OF THE
BUSINESS
What are its
PRODUCTS&
SERVICES?
What does your business do?
.com
DESCRIPTION
OF THE
BUSINESS
.com
Explain the
BUSINESS
MODEL.
DESCRIPTION
OF THE
BUSINESS
Think through how you’re going to
BRING IN MONEY
so you and potential investors understand
where the REVENUESwill
come from.
.com
PRODUCTS
& SERVICES
.com
PRODUCTS
& SERVICES
WHATdo you offer?
WHY would anyone want it?
What is your VALUE
PROPOSITION?
.com
MARKETING
PLAN
.com
MARKETING
PLAN
.com
How will you let customers know
what you have to offer so that they
WANT TO BUY?
MARKETING
PLAN
.com
Many entrepreneurs mess up on the
MARKETING because
they’re not SPECIFIC
enough.
MARKETING
PLAN
.com
Every dollar of revenue must be tied
to a MARKETING
activity and an EXPENSE.
OPERATIONS
PLAN
.com
OPERATIONS
PLAN
.com
How does everything
GET DONE
within your business?
MANAGEMENT
&
ORGANIZATION
.com
MANAGEMENT
&
ORGANIZATION
.com
Who is on your
LEADERSHIP
TEAM,
what does each contribute, and how
is the organization structured?
FINANCIAL
PLAN
.com
FINANCIAL
PLAN
.com
Include FINANCIAL
PROJECTIONS,
and explain how much money you
need, where you’ll get it, and how
you’ll use it.
APPENDIX
.com
APPENDIX
.com
Add your
PRO FORMA
FINANCIALS
and any other attachments you want
investors to see.
NEED
MORE
HELP?.com
NEED
MORE
HELP?.com
This was a very brief overview. If
need help writing your business plan,
take the
BUSINESS BUILDER
WORKSHOP
and get all of the details.
NEED
MORE
HELP?.com
For free tips and info to help you
plan, launch, and grow your new
business, visit
www.CateCosta.com.

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Business Plan Basics