|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|
Profile of the ideal customer
- Industry (or industry segment) served:
- 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”
- Sole proprietorship
- Subchapter S corporation/LLC
- C corporation
Protection of intellectual property
- 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|
- Pricing model and pricing:
- Product diversification:
- Placement (channel options)
- 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
|Revenue projection (conservative case)|
|Revenue projection (aggressive case)|
First-year balance sheet
First year expenses
- Computers and office equipment
- Bank and credit card fees:
- Bookkeeping fees:
- Travel and entertainment:
- Legal and professional services:
- Printing, postage and stationery:
- Telephone and utilities
|First year revenues|