Business Plan Training

Business Plan Primer

Business Plan for:

Your Business Name Here

____________________________

License #/Member #

____________________________

Founder/Owner/President/

TABLE OF CONTENTS

General............................................................................................................................ 2

Section Profiles................................................................................................................ 2

1. Executive Summary – See Pages 6-7 of MCBP Appendix.................................................... 2

2. Business Description – See Pages 8-9 of MCBP Appendix................................................. 2

3. Managers & Employees – See Pages 10 of MCBP Appendix.............................................. 2

4. Operations And Locations – See Page 11 of MCBP Appendix............................................ 2

5. Marketing – See Pages 12-15 of MCBP Appendix............................................................ 2

6. Loan Request – See Page 18 of MCBP Appendix............................................................. 2

7. Financials – See Pages 19-27, 31 of MCBP Appendix...................................................... 2

8. Operations Manual.................................................................................................... 2

Business Basics............................................................................................................... 3

Operational Business Forms.............................................................................................. 3

Marketing Tools............................................................................................................... 3

Finance Tools................................................................................................................... 3

Home Essentials................................................................................................................ 4

Travel Tools..................................................................................................................... 4

Planners........................................................................................................................... 4

MCBP APPENDIX.................................................................................................................. 5

Business Plan Primer

General

A business plan is a professional document. It is a written description of your operations with sections such as your business history, training, expertise, location, operations, accounting statements and market analysis, among others.

Details that up to now have been in your head are put in writing so that you and other business professionals can use the information to make loans, establish partnerships and generate sales. A good business plan is a comprehensive document that demonstrates extensive knowledge of all aspects of your business operations, has a polished look and provides forecast of future operations.

Section Profiles

1. Executive Summary – See Pages 6-7 of MCBP Appendix

A 1-2 page professional business style cover letter presenting your most exciting accomplishments and experiences combined with a showing of technical knowledge. You need to be flashy and captivating while not sounding pompous and conceited.

2. Business Description – See Pages 8-9 of MCBP Appendix

Complete details and all basic information to get a clear picture of what you do, where, when and how. See the attachment for required information.

3. Managers & Employees – See Pages 10 of MCBP Appendix

This section lists all positions and needs in order for your business to function in an organizational chart. 1-page write-up on what each position entails.

4. Operations And Locations – See Page 11 of MCBP Appendix

Here you will describe the specific way you run your business including vendors/suppliers, processes, special techniques and business forms you use to run your operations.

5. Marketing – See Pages 12-15 of MCBP Appendix

A specific marketing plan including various media and methods is highlighted in this section. Customer profile, distribution, price, general market analysis, competition, unique positioning/niche, target populations, advertising, promotions and public relations are subsections.

6. Loan Request – See Page 18 of MCBP Appendix

Amount, justification, collateral are just a few things you will need to include. Important to be specific about how you will use the funds and plans for repayment.

7. Financials – See Pages 19-27, 31 of MCBP Appendix

Profit and Loss Statements (3 years), Balance Sheets, Cash Flow Analysis and Cost of Production, etc. as needed.

8. Operations Manual

A-Z of your business including all of the above plus job descriptions, performance appraisals, management objectives and detailed descriptions of how everything is done from pre-order to post sale follow-up.

Step By Step Business Plan Writing

Using the Business Plan Primer compiled by DisabilityEnterprises.com

A) Either:

1. Get all information together then write, or;

2. Just Start and get all information as you go

B) Then, using the business plan primer as a guide, either:

1. Get binder paper and start writing each section in rough draft version, or;

2. Open Business Plan Template in MS Word and fill in the all of the blanks

C) Include as much detailed information as possible.

D) Don’t Leave anything out unless there is a really good reason

E) Work little-by-little, and check all facts.

F) Remain realistic, practical and understandable

G) Make financial statements in that look good (e.g. excel)

H) Present final version in professional portfolio folder

Click Here to download a copy of the Business Plan Template