Marketing Plan
By: regina • Research Paper • 1,587 Words • May 17, 2010 • 1,108 Views
Marketing Plan
Cover: Name of business, name of principal(s), address, phone number and date.
TABLE OF CONTENTS
EXECUTIVE SUMMARY
STATEMENT OF PURPOSE
DESCRIPTION OF BUSINESS
PRODUCTS OR SERVICES
HISTORY OF ORGANIZATION OR INDUSTRY
MARKET
· Target Market & Customer Description
· Geographic Location and Potential
· Product Acceptance
· Competition and Pricing
· Sales and Advertising Strategy
LOCATION, FACILITIES AND OPERATIONS
· Site Analysis
· Buildings and Equipment
· Process Description and Analysis (Primarily Manufacturing)
· Suppliers
· Inventory Requirements
STAFFING AND MANAGEMENT
· Availability of Workers
· Training Requirements
· Management
· Duties and Functions of Employees (General details of your experience/training; job descriptions of other employees. Attach managers/owners resumes, if appropriate.)
· Outside Assistance (Consultants, Accountants, Attorneys)
FINANCIAL ANALYSIS
· Sources and Uses of Funds Statement
· Income Statements and Detailed Assumptions
· Balance Sheet and Pro Forma (future projections) Assumptions
· Cash Flow Statements and Pro Forma (future projection) Assumptions
APPENDICES
· List of Collateral and Its Value
· Three Years of Historical Financial Statements
· Personal Resumes and Financial Statements of Principals
· Letters of Reference, Intent, etc.
· Copies of Leases, Contracts, Articles of Incorporation, etc.
· Copies of Permits, Licenses, Patents
STATEMENT OF PURPOSE
· What is the purpose of the business plan?
1. To develop the objectives of the company and owner(s)
2. To provide an operating guide
3. To provide a financial guide
§ What are you asking for?
§ Equity, Debt, Joint Venture
§ How will the funds be used?
§ How does the loan get repaid or the investor gets out?
DESCRIPTION OF THE BUSINESS
1. What is the status of the business: start-up, expansion of a going concern, or a takeover of an existing business?
2. What is the business structure: sole proprietorship, partnership, LLC, corporation, or Sub Chapter S Corporation?
3. When will (did) operations begin?
4. What is the type of business: Is it primarily merchandising, manufacturing, or service?
5. Why is your business going to be profitable?
PRODUCTS OR SERVICES
1. What is the nature of the product(s) or service(s)?
2. Give a tangible description of the offering(s).
3. What are the benefits offered to the customer from the products or services?
4. How will it be made/produced/provided or sold?
HISTORY OF ORGANIZATION/INDUSTRY
For a new business only:
1. Why will you be successful in this business?
2. What