Business Plan Checklist

The following should be included in an applicant's business plan:

Executive Summary
  • Business Concept
  • Current Market Situation
  • Key Success Factors
  • Financial Situation Overview
Vision and Strategy
  • Vision Statement
  • Company Strategy
  • Milestones
Product
  • Product Description
  • Product Production Requirements
  • Plan for Manufacturing Product
Market Analysis
  • Market Summary
  • Market Dynamics
  • Target Market and Customers
  • Customer Characteristics
  • Customer Needs
  • Customer Decision Making Factors
Competitive Analysis
  • Industry Overview and Dynamics
  • Key Competitors
  • Competitive Products
  • Competitive Strengths and Capabilities
  • Competitive Weaknesses
  • Future Competitive Products
  • Opportunity for Your Product To Beat The Competition
Marketing and Sales
  • Marketing Strategy
  • Product Positioning
  • Product Message
  • Sales Tactics
  • Advertising And Promotions
Operations
  • Key Personnel
  • Organizational Structure
  • Legal Representation
  • Types of Insurance
Marketing and Sales
  • Current Source of Funds
  • Assumptions
  • Starting Balance Sheet
  • Profit and Loss Projection
  • Cash Flow Projection
  • Balance Sheet Projection
  • Break-Even Analysis

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