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The Plan For Business Plans ©Wolfsons, Inc., 2000-2008

For more information contact:
James W. Wolfson, PhD.,MBA, CPA
610 Philadelphia Avenue
Chambersburg, Pennsylvania 17201
Tel (717)(263-0531) FAX (717)709-1143
Email: wolfson.james@gmail.com

Section 1 - Overview and Plan Objectives

Objectives of Business Plan/ Current Situation Analysis

What the business wants (in terms of time goals, profit goals, and required financing)

Brief Description of Business Opportunities (including client/customer needs to be served)

Obstacles to be overcome

How client/customer needs are to be served by the business

Brief Description of Business Resources (all, including human, financial, and intangible)

(Most important financial questions: where is the seed money? Then, where is the collateral?)

This section consists of a paragraph summary from each succeeding topic

Section 2 – Experience and Capabilities

Principals

Current Business

Related Past Businesses

Work Force

Business Assets

Section 3 – Marketing Plan and Forecast

Statement of Marketing Objectives

Market Research (must demonstrate need for proposed services)

Description of Opportunity in the Marketplace, including building the case for why people

will say, "I would be an absolute fool to do business with anyone but you, regardless of price."

Analysis of Competitive Environment – Exactly how is this business better?

Must be seen through the eyes of the potential client/consumer

Develop Marketing Strategy In Terms of Major Variables

Product

Price

Distribution

Advertising

Personal Selling

(The focus of this section is strategy, but your spirit matters, too. The client must have the burning desire to make all his communications come alive, reach out and grab prospects and make them want to listen to the message.)

Sales Forecast

Resources Forecast

Operating Budget

Contingency Plan and Budget Ramifications

Financing Requirements

(These are mechanical variables that must reflect the marketing strategy and some realistic assumptions about its role in the marketplace. You really need to make your case here.)

Section 4 - Development Plan ( Execution of Marketing Strategy)

Expected Growth of Demand and How It Will Be Met

Detail of Expenditures

New Facility

New Personnel

New Product Line

New Anything Else

Advertising and Promotion

(This expenditure provides the means for the marketplace to buy the product or service. It must involve a systematic process that continuously nurtures prospects and gives them enough information on a consistent basis so that, when they finally become ready, they instantly, automatically choose your product or service.)

Other Expenditures to Execute Marketing Strategy

(This section must be based on realistic projections about marketing the product and the acquisition of the resources that will make it possible.)

Section 5 - Pro Forma Financial Statements/Notes

Create the Action Plan

All Relevant Past or Ancillary Financial Statements and Tax Returns

Pro Forma Projections (Income Statements and Cash Flow) For at Least 3 Years

Detailed Notes to Support Each Statement Item (from Action Plan)

Sensitivity Analysis on all Critical Input Factors (sales, costs, expenses,
interest rates, debt characteristics, equity characteristics)

Section 6 - Valuation of Business Assets

Appraised Values of Tangible Assets

Evidence of Contracts and Covenants

Section 7 - Appendices

Narrative Appraisals

Statistical Analyses

Detailed Market Studies

Ancillary Information (Media Articles, References)

The final step is to match your needs to the appropriate financing source. Writing a business plan is valuable in its own right, but the usual objective is to obtain financing.

Additional Resources:

Business Planning (for nonprofits or for-profits)
Assembled by Carter McNamara, MBA, PhD
http://www.managementhelp.org/plan_dec/bus_plan/bus_plan.htm


Strategic Planning (in nonprofit or for-profit organizations)
Written by Carter McNamara, MBA, PhD
http://www.mapnp.org/library/plan_dec/str_plan/str_plan.htm

Free Management Library for For-Profit and Nonprofit Organizations
http://www.mapnp.org/library/

Introduction and links to other resources
http://nonprofit.about.com/business/nonprofit/library/weekly/aa021099.htm

www.businessplan.org (for nonprofits)

Sample Nonprofit Business Plan

Another sample business plan
Another sample business plan
Nonprofit Business Plan Sample

What is a Business Plan and Why Do I Need One for My Nonprofit?  by About.com



 

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