business_plan_template_2020

Cover Page
Executive Summary
Business Opportunity
Execution
Company
Financial Plan

Cover Page

Your-company-name-here

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Your-tagline

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date

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fullname

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phone number

111-222-3333

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website

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Address

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Executive Summary

Describe very briefly why your business needs to exist What problem do you solve for your customers

INSTRUCTIONS-Describe-very-briefly-why-your-business-needs-to-exist-What-problem-do-you-solve-for-your-customers-

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Market

INSTRUCTIONS-Briefly-summarize-what-your-company-does-Describe-the-product-or-service-that-solves-the-problem-above-This-shouldbe-very-short-and-you-can-go-into-more-detail-later-in-the-plan-

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INSTRUCTIONS-Describe-your-target-customer-or-market-segments-Again-keep-things-very-brief-in-the-executive-summary-and-add-more-detail-later-in-the-plan-

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INSTRUCTIONS-Summarize-your-key-competition-Who-will-your-customers-also-consider-

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INSTRUCTIONS-Write-a-brief-overview-of-you-and-your-team-Why-are-you-the-right-people-to-build-this-business-

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INSTRUCTIONS-Write-a-brief-overview-of-your-financial-targets-How-much-do-you-plan-to-sell-in-the-next-year-What-are-your-long-term-sales-goals-

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INSTRUCTIONS-If-you-are-writing-a-business-plan-to-raise-money-for-your-business-include-a-brief-summary-of-what-you-are-looking-for-If-you-aren-t-raising-money-or-getting-a-loan-you-can-delete-this-section-

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Business Opportunity

Description

INSTRUCTIONS-Write-a-little-more-detail-than-you-provided-in-the-Executive-Summary-about-the-problem-you-are-solving-What-do-your-customers-need-Do-they-need-a-better-product-a-cheaper-product-or-just-a-store-in-a-better-location-Describe-why-customers-will-want-to-buy-from-you-

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INSTRUCTIONS-Provide-additional-detail-beyond-what-you-wrote-in-the-Executive-Summary-about-your-product-or-service-What-is-unique-and-special-about-your-company-that-s-going-toset-it-apart-from-thecompetition-

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INSTRUCTIONS-Describe-your-key-customers-who-they-are-and-what-their-key-attributesare-If-your-company-is-targeting-multiple-customer-groups-also-called-segments-describe-each-group-here-If-you-can-include-details-about-how-many-people-are-in-each-segment-and-how-large-the-total-marketis-

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INSTRUCTIONS-Describe-your-current-competition-What-products-and-services-are-people-using-instead-of-yours-You-can-Itemize-them-in-the-table-below

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Competitor-A

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Competitor-B

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INSTRUCTIONS-Explain-why-your-product-or-service-is-better-than-the-others-Also-be-sure-to-describe-any-competitive-advantages-you-may-have-such-as-a-patent-or-other-unique-component-to-your-business-You-can-Itemize-them-in-the-table-below

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Your-Business-Name

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Competitor-A

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Competitor-B

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Competitor-c

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Feature-A

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Feature-B

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Feature-C

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Feature-D

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Execution

Description

INSTRUCTIONS-Explain-how-you-plan-on-getting-the-word-out-about-your-product-to-your-target-market-s-Will-you-use-advertising-Perhaps-you-are-developing-a-content-marketing-strategy-Whatever-your-marketing-plans-may-be-describe-them-here-

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INSTRUCTIONS-If-your-company-relies-on-sales-people-to-close-sales-deals-you-need-a-sales-plan-Your-sales-plan-should-explain-how-you-convert-people-who-express-interest-in-your-product-or-service-into-paying-customers-If-you-are-opening-a-food-truck-this-section-is-less-important-and-you-can-consider-removing-it-However-if-you-are-starting-a-sales-heavy-business-like-enterprise-software-or-a-car-dealership-then-you-need-to-document-how-you-will-nurture-leads-and-close-deals-

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INSTRUCTIONS-Describe-your-company-s-physical-locations-This-might-be-your-office-store-locations-manufacturing-plants-storage-facilities-whatever-is-relevant-to-your-business-How-much-space-do-you-have-available-and-how-well-will-it-meet-your-current-and-future-needs-

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INSTRUCTIONS-Describe-any-important-software-hardware-or-other-information-technology-that-you-use-now-or-plan-to-use-later-to-operate-your-business-That-might-include-a-point-of-sale-system-to-take-payments-an-e-commerce-engine-for-your-website-a-CRM-solution-for-managing-your-pipeline-marketing-tools-for-generating-leads-and-so-on-

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INSTRUCTIONS-List-any-specialty-equipment-that-you-have-or-plan-to-acquire-to-do-your-work-This-is-an-important-component-of-the-business-plan-for-many-industrial-companies-

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INSTRUCTIONS-List-your-key-milestones-and-the-dates-that-you-hope-to-accomplish-them-by-If-you-ve-already-accomplished-key-goals-for-your-business-list-them-here-as-evidence-that-your-business-is-getting-traction-in-other-words-it-s-getting-positive-attention-from-potential-customers-

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INSTRUCTIONS-Explain-which-performance-metrics-are-most-important-for-understanding-how-your-business-is-doing-What-does-success-mean-for-you-and-how-will-you-know-it-when-you-see-it-

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Company

Description

INSTRUCTIONS-Use-this-area-to-specify-who-owns-your-company-If-there-are-multiple-owners-describe-each-of-them-and-how-much-of-an-ownership-stake-they-have-Also-identify-your-company-s-legal-structure-Is-it-a-sole-proprietorship-that-is-just-you-working-for-yourself-Or-a-partnership-such-as-a-limited-liability-corporation-LLC-or-partnership-LLP-where-the-profits-pass-through-to-the-partners-involved-Or-a-nonprofit-organization-Or-a-proper-S-or-C-type-corporation-with-its-own-tax-obligations-and-the-rest-

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INSTRUCTIONS-List-the-members-of-the-management-team-including-yourself-Describe-each-person-s-skills-and-experience-and-what-they-will-be-doing-for-the-company-It-s-OK-if-you-don-t-have-everyone-for-a-complete-management-team-yet-In-that-case-make-sure-to-identify-gaps-in-your-team-that-you-intend-to-fill-over-time-

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INSTRUCTIONS-Describe-any-mentors-investors-former-professors-industry-orsubject-matter-experts-knowledgeable-friends-or-family-members-small-business-counselors-or-others-who-can-help-you-as-a-businessowner-

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Financial Plan

INSTRUCTIONS-Describe-how-you-came-up-with-the-values-in-your-financial-forecast-Did-you-project-your-revenue-based-on-past-results-market-research-your-best-guess-at-how-many-people-who-visit-your-store-and-what-percentage-of-them-might-buy-or-some-other-method-What-kind-of-growth-are-you-assuming-What-are-your-key-hires-and-notable-expenses-What-level-of-profit-do-you-expect-to-generate-

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INSTRUCTIONS-Include-a-chart-that-shows-your-projected-revenue-We-can-help-you-create-a-chart-like-this-and-automatically-include-it-in-your-business-plan-Contact-us

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INSTRUCTIONS-Include-a-chart-that-shows-your-projected-expenses-We-can-help-you-create-a-chart-like-this-and-automatically-include-it-in-your-business-plan-

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INSTRUCTIONS-If-your-forecast-includes-loans-investments-or-other-financing-use-this-space-to-explain-what-you-plan-do-with-that-money-

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INSTRUCTIONS-Describe-your-financing-plans-Are-you-investing-your-own-money-in-the-business-Do-you-have-a-credit-card-or-line-of-credit-What-other-types-of-funds-personal-or-business-loans-equity-investments-from-others-etc-do-you-expect-to-receive-and-when-If-you-do-not-have-the-full-detail-of-future-financing-worked-out-yet-that-is-understandable-Just-explain-what-you-do-know-and-when-you-expect-to-sort-out-the-details-

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INSTRUCTIONS-Provide-a-summary-of-your-financial-forecast-here-You-can-certainly-do-this-by-yourself-but-we-make-it-much-easier-

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FY2019

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FY2020

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INSTRUCTIONS-Include-your-balance-sheet-here-

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FY2019

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FY2020

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INSTRUCTIONS-Include-your-cash-flow-statement-here-

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FY2019

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FY2020

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FY2018

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Mar-17

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Apr-17

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May-17

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Jun-17

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Jul-17

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Aug-17

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Sep-17

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Oct-17

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Nov-17

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Dec-17

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Jan-18

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Feb-18

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FY2019

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FY2020

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FY2018

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Mar-17

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Apr-17

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May-17

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Jun-17

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Jul-17

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Aug-17

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Sep-17

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Oct-17

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Nov-17

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Dec-17

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Jan-18

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Feb-18

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FY2019

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FY2020

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