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Sample Output: Online Business Plan



Scroll down to see sample format and structure for Outline Plan.

Created using Free Online Business Planner.

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Outline Business Plan



1. Introduction & Contact Details for BizName

  • BizName supplies xxx (offerings) to xxx customers which need/appreciate our unique recipe/ technology/ design/ functionality.

  • We need to ... ... raise $xxx,000 in equity to complete initial R&D and launch in xxx markets. ... secure approval to invest $xxx million. ... win this competition.

Contact Details:     
Name: Name of main contact
Position: Position of main contact
Business: Name of business
Address: Address of business
Web site: Web site address
Email: Email address
Phone: Phone number
Mobile: Mobile/cell number
Fax: Fax number

2. Strategic Plan

BizName's main strategies and plans are as follows:

  • BizName designs, produces and markets a range of xxx (offerings) for xxx (market areas) to meet the needs of xxx customers. Xxx features make them unique/ special. We (plan to) undertake extensive R&D and sell through a network of local outlets.

  • Main focus will be on xxx markets and xxx type of outlets.

  • Network of national distributors will be established.

  • Venture capital needed in 20XX and 20XX.

  • Product range will be extended through licensing/R&D to include xxx.

  • By 20XX, Xxx will be selling xxx (offerings) to a customer base comprising xxx. Annual sales will hit $xxx,000 and net income could be $xxx,000. xx people will work from xx locations.

3. Background & Status

The following is a brief review of BizName's development and current status:

  • BizName was formed in 20XX by Mr Xxx and Ms Xxx who previously worked for Xxx Inc. and Xxx Inc. respectively.

  • For past xxx years BizName's main emphasis has been on R&D and ...

  • Sales in year to end 20XX were $xxx,000 and profits/losses were $xxx,000. Net cash balance is currently $xxx,000.

  • Seed capital of $xxx,000 secured in 20XX.

  • Beta site testing at Xxx Inc. since 20XX.

  • Mr Xxx to join as sales director next month.

  • Market research and business plan completed.

4. Offerings

BizName's main offerings are introduced below.

  • Sophisticated ultra high pressure water jet cutting systems.

  • Water pumped at extremely high velocity (mach 2+) through a micro-nozzle to cut through hard and/or delicate materials.

  • Used in aerospace, electronics, medical devices and other precision engineering areas where exact cuts are needed.

  • System is NC based and uses robotic arm for material handling.

  • Cuts are extremely "clean". Makes holes only 0.3 mm diameter.

  • Typical selling price to distributors will be $xxx,000 with 25% markup to end users.

  • Competing offerings include Xxx (made by Xxx USA) and Xxx (made by Xxx Ltd in UK and distributed by Xxx Inc. in USA).

  • Main alternatives are electrodes, lasers and routers but lack Xxx's precision and speed.

5. Target Markets

The following is a summary of BizName's target markets, customers and main competitors:

  • Target market is Xxx (city) catchment area.

  • Typical customers will be AB1's seeking high-quality convenience meals.

  • Xxx (city) will expand in size from xxx,000 to xxx,000 over the next five years.

  • Number of potential up-market diners will increase by xx% to xxx,000.

  • Main competitors are ...

  • Xxx (competitor) supplies xxx meals at $xx each a week from 3 outlets.

6. Marketing & Sales Plans

BizName's proposed marketing strategies and sales plans are as follows:

  • Initial focus will be xxx industries in USA with gradual expansion into Japan.

  • Opening sales offices in Xxx and Xxx within 2 years.

  • Secure reference sites in key industries and countries.

  • Recruit 3 sales agents within 2 years and support with extensive web- and print-based promotion.

  • Subcontract delivery to either Xxx Inc. or Xxx Inc.

  • Marketing spend (as % sales) for three years to 20XX will be $xxx,000, $xxx,000 and $xxx,000 (xx%, xx% and xx%).

  • Overall sales will be $xxx,000, $xxx,000 and $xxx,000.

7. Technology & R&D

  • Compressor and nozzle designs incorporate advanced fluid technologies developed at Xxx University.

  • Xx man years of R&D to date. Further xx man years planned for next three years.

  • 20XX: Develop 0.5 mm nozzle for medical sector.

  • 20XX: Increase compressor output to mach 3.

  • Aggregate R&D spend over next 3 years will be $xxx,000.

  • Xxx holds 2 patents and further 3 pending.

8. Management & Operations

BizName's management and its operational plans are presented below.

  • Mr Xxx: CEO. Aged xx. Formed business in 20XX. Previously, tech director of Xxx Inc. and research fellow at Xxx University. PhD and MBA.

  • Ms Xxx: Operations Director. Aged xx. Worked in operations at Xxx for 15 years.

  • Mr Xxx: Financial Director. Aged xx. Former senior consultant with Xxx Partners. CPA.

  • Xxx will be located in a xx,000 sq unit at the Xxx shopping mall.

  • Xxx will subcontract production and distribution but undertake support in-house. Xxx will establish capacity to produce xxx units p.a.

  • Three-year staff projections: xx, xx, xx.

9. Financials

BizName's financial projections and prospects are summarized below:

  • Projections include capex of $xxx,000 and market entry cost of $xxx,000 over next 3 years.

  • Include equity ($xxx,000) and loans ($xxx,000) to be secured over next 2-3 years.

  • Summarize the income (P&L) projections for third year in terms of sales and net income (before taxes). Best to use a simple table (or chart) showing 2/3 rows of data when finalizing plan off-line.

  • Summarize cash flow projections in terms of peak debt and net cash position at end of third year.

  • In third year: xx% next profit margin and xx% return on total assets.

  • Peak debt/equity ratio of xx% will arise during xxx 20XX.

  • Break even sales of $xxx,000 will be reached by xx (month) 20XX.

  • In "worst" case, break even will be reached in xx (month) 20XX when peak borrowings will reach $xxx,000.

10. Funding

  • Seeking $xxx,000 equity in return for significant stake.

  • Loans of $xxx,000 conditional on raising equity.

  • Most likely exit route for investors is a trade sale.

11. Implementation

BizName's medium-term implementation plans are as follows:

    1. August 20XX: Commence .... Complete by July 20XX.

    2. xx 20XX:

    3. xx 20XX:

    4. xx 20XX:

    5. xx 20XX:

    6. xx 20XX:

12. Conclusion

    1. Innovative products with significant IPRs.

    2. Experienced promoters and strong team.

    3. Growing, attractive market and encouraging feedback secured.

    4. Significant progress achieved on all fronts.

    5. Exciting investment opportunity with follow on funding possibilities.

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Get Further Help

This Outline Plan was compiled using the free Online Business Planner.

For further information on preparing a business plan, review the white papers on How to Write a Business Plan and Insights into Business Planning. For additional help, see the comprehensive Business Plan Guide and Free-Plan, a free 150-page Business Plan Guide and Template in Word format.

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