Business Plan Outline

Becoming an AVON Independent Sales Representative***
Complete your Business Plan Outline, incorporating the Feasibility Study/Opportunity Evaluation data. 

Business Plan Outline – Mariotti and Glackin 3^rd & 4^th (Modified)

Business Plan Outline: a modified version following the format from text sources –

1. Business Plan Outline (text pg. 45 – 3^rd; 43-59 – 4^th)
2. The Daily Perc Coffee Shop, Inc.  (see text pages 490 – 526 – 3^rd).
3. Honest Tea Business Plan (see text pg. 70-91 – 4^th)
4. University Parent Business Plan (appendix 1 in both 3^rd and 4^th editions)
5. Notes also Biz Builder Business Plan (appendix 3 – 3^rd; appendix 2 – 4^th)

 

1.0 Executive Summary

1.1 Basic business; Markets & segments; Perceived competitive position

1.2 Objectives

1.3 Keys to Success

 

2.0 Mission, Vision, and Culture

2.1 Mission

2.2 Vision

2.3 Culture

 

3.0 Company Summary

3.1 Company Ownership – Form and Status

3.2 Start-up Summary

 

4.0 Market Analysis Summary

4.1 Market Segmentation [the Business Model Canvas helps here]
4.2 Target Market Segment Strategy

4.2.1 Market Needs

4.2.2 Market Trends

4.2.3 Market Growth

4.3 Industry Analysis [This is where the Feasibility or POEM Opportunity Evaluation fits]

4.3.1 Competition and Buying Patterns

4.3.2 Distribution Patterns

4.3. 3 Strategic Opportunities that Exist in the Industry

4.4 Environmental OR Competitive Analysis

 

5.0 Strategy and Implementation Summary

5.1 Products

5.1.1 Product Description

5.1.2 Competitive Comparison

5.1.3 Sourcing

5.1.4 Technology

5.1.5 Future Products

5.2 Competitive Edge

5.3 Marketing Strategy

5.3.1 Positioning Statements

5.3.2 Pricing Strategy

5.3.3 Promotion Strategy

5.3.4 Distribution Strategy

5.3.5 Marketing Programs

5.4 Sales Strategy

5.4.1 Sales Forecast (Monthly / Yearly)

5.4.2 Sales Programs

 

 

6.0 Management and Operations Summary [an assimilation of Ch. 2 & Daily Perc]

6.1 Personnel Plan

6.1.1 Organizational Structure

6.1.2 Management Team

6.2 Physical Locations/Facilities

6.3 Inventory, Production and Quality Assurance

6.4 Order Fulfillment and Customer Service

6.5 Research and Development (new products & services)

 

7.0 Financial Plan

7.1 Important Assumptions [the Business Model Canvas helps here]

7.2 Break-even Analysis – How long (how realistic)?

7.3 Projected Profit & Loss (Income Statement) – Quarterly for Year 1; Annual Years 2 & 3

7.4 Projected Cash Flow – Monthly for Year 1; Annual Years 2 & 3

7.5 Projected Balance Sheet – Day 1 Balance Sheet; then End of Year 3

7.6 Business Ratios (3 yrs) and Industry Standards (Benchmarks)

 

8.0 Funding Request and Exit Strategy

8.1 Funding Requirements

8.2 Exit Strategy

8.3 Milestones

 

9.0 Closing Summary

9.1 Value Proposition [the Business Model Canvas helps here]

9.2 Business Risk (see Appendix 2 – University Parent BP)

9.2.1 Planning for Contingencies: Lower than Projects Sales, etc.

9.2.2 Disaster/Crisis Planning

9.2.3 Protecting Intellectual Property

9.2.3 Market Threats – from SWOT

9.3 Communicating the Plan to Investors

9.3.1 Target Audience

9.3.2 Elevator Pitch

 

10.0 Appendices – additional support materials to enhance and clarify plan (as needed)

10.1 Management Resumes

10.2 Additional Financial Data

10.3 Demographic Data

10.4 Sample Promotional Material