| Part 1 Describe the Business |
|---|
Mission and purpose(needs we will address, how we will address them, principles that will guide our work)
| Product and service offering (generic and expected, augmented and potential)
|
| Part 2: Describe the Market |
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Profile of the ideal customer
- Industry (or industry segment) served:
- Location:
- Size of firm:
- Quality, technology, price preferences:
|
Describe the competition
- Current competitors:
- Customer’s internal capabilities:
- New entrants/substitute
| What will you count on to win?
- Customer intimacy?
- Product superiority?
- Operational excellence?
|
| Part 3: Describe the Organization |
|---|
Principals (name and brief biography)
Members of “extended enterprise”
| Legal structure
- Sole proprietorship
- Partnership
- Subchapter S corporation/LLC
- C corporation
|
Protection of intellectual property
- Patent
- Trademark
- Copyright
- Trade secrets
- None needed
| Managing day-to-day activities
- Website design and maintenance
- Proposals, contracts, and purchase orders
- Bookkeeping, taxes, tax records, tax reporting
- Payroll (self or service?)
- Invoicing, accounts payable and receivable
- Managing and protecting intellectual property
|
| Part 4: Develop the Marketing and Sales Strategy |
|---|
Marketing strategy
- Pricing model and pricing:
- Product diversification:
- Promotion:
- Placement (channel options)
|
Sales strategy
- Who will do the selling? Harry W.
- Who is the typical contact in the customer organization?
- How will we identify and develop leads?
|
| Part 5: Develop Financing Plan
|
|---|
Start-up costs
|
Revenue projection (conservative case)
| Revenue projection (aggressive case)
|
First-year balance sheet
First year expenses
- Advertising
- Computers and office equipment
- Bank and credit card fees:
- Bookkeeping fees:
- Subcontractors
- Travel and entertainment:
- Legal and professional services:
- Printing, postage and stationery:
- Rent:
- Telephone and utilities
| First year revenues
|
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