Business plan template; what to include in a business plan
Business Plan Template
& Questionnaire
This is
a basic template for any business plan.
EXCLUSIVE TO
BUSINESS MULTI SERVICE MEMBERS.
Head Office Windhoek CBD Branch: Continental Hotel Building,
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Disclaimer
This is an important
document and should be prepared with the supervision of a Business Multi
Service consultant. The information contained in this form is only meant to
assist BMS in drafting the business plan or any other strategic business
document and will not be used for any other purpose. Business Multi Service is
the publisher and does not warrant or guarantee the accuracy, completeness,
adequacy or currency of the information contained in this form. We try to
provide quality information, but we make no claims, promises or guarantees
about the accuracy, completeness, or adequacy of the information contained in this
form.
Only
members of Business Multi Service in good standing or paying clients should
complete this form. Please keep in mind that a business plan and information
contained in a business plan must be tailored to the specific circumstances of
each case, and prices or business regulations and laws are constantly changing,
nothing provided herein should be considered permanent.
Table of
Contents
PRE-BUSINESS
PLAN QUESTIONNAIRE
Business
Plan Template & Questionnaire
Introductory directives
You have been provided this Business
Plan Template & Questionnaire by Business Multi Service to
provide us with basic information to allow us to draft a business plan or other
strategic business document. If you need a business presentation, business
profile, business development plan, marketing plan, financial plan or a
business plan you must compete this form.
Business success is a long walk to financial freedom and a privileged
luxurious lifestyle. Business success will give us the moral and financial
freedom we need to live and be all we can be. For a sustained success you will
have to go through a lot of struggles and you will face hurdles you could have
never imagined but through consistency, perseverance and the continued pursuit
of your vision; careful well informed business management, customer
satisfaction and prudent fiscal management you will achieve business success. If you are considering
starting, or already have, a business then you need a Business Plan for your staff,
buyers, sellers, bankers and potential private investors. Creating a strategic Business Plan from
scratch to attract funding or give general vision or directive to the company is
tough enough in itself. It can take days, weeks, even months to put together
the right combination of headings, content, and specific trade or industry jargon
to make a successful business plan but BMS will help you in the shortest
possible time draft a professional business document. Business Multi Service’s
Business Plan Template & Questionnaire will make the job much easier and
save you a lot of time.
The
Business Plan Template & Questionnaire
will be your blueprint for success. It
will help you to develop your own business plan by asking a series questions
within each of the 6 key sections. This Business
Plan Template & Questionnaire will guide you through the business plan building
process.
Your
Business Plan should be used to
focus your business activities and goals.
A business Plan can be used
for several things. First, it can be
used to help you focus on one or two specific activities, areas and exit plans.
Secondly, it can be used to present to banks and private lenders as potential
lending sources or partners. Finally, it can be used to navigate and keep you
focused on one strategy and stay focused.
A
Business Plan that is properly
prepared can be the most powerful way to stand out from the crowd. Your Business
Plan is a credibility-building tool that lifts your business in the minds
of your private lenders.
Before
you start writing your Business Plan
you should create an outline and gather your information. To start with you will want to write an executive
summary of your business goals and objectives. This will help you to keep your Business Plan focused on the areas of business
that you are interested in.
The
next section will be a market analysis. This analysis should include
information on your target segment or potential clients, etc. This section should also include information
about local potential buyers, customers from the private sector and public
sector. Other resources that you will want to list in this section include the
contact information for suppliers and service providers and so on.
The
remaining sections of your Business Plan
should include a section on implementation plan, sales strategy, financial
forecasts and assumptions.
Business Plan Template & Questionnaire
In your own words write as directed
bellow:
Executive
Summary: Write the rest of the
plan first, then come back and summarize everything, including your goals,
objectives and assumptions. Even though this plan is for you, write the summary
as if you were analyzing and reporting on the finished plan in an objective way
for a third party.
- What is your personal business ambition
and history?
- Why are you investing in this
particular business and what are your expectations?
- What is your main objective? To
accumulate wealth and assets or produce monthly income?
- To establish a steady stream of
passive income?
- What business do you currently
hold?
- If you have a spouse or a team,
identify them and their respective roles and expectations.
The executive summary
should also include your mission statement and lay what your passions are and
why you want a business.
Promotor’s Name:
Company Name:
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Business
Plan Template & Questionnaire
Market
Analysis: Give a brief
description of the business market and the particular niche that you intend to
work in or other area.
- What is your target market? Type of clients local international etc…
Who will you sell to?
- Where is the business located? Why
is it best located there.
- What types of products or services
will you sell?
- What price range will you sell?
- From whom will you buy your stock?
And do you have alternative suppliers?
- What is the average cost per
service or product?
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Business Plan Template & Questionnaire
Implementation Plan: This section outlines your business processes,
service delivery, supply and acquisition purchasing process, vacancy allowances
and rental policies.
- How will you estimate costs of
services accurately?
- How will you deliver the services
and products you sell? (how will clients get the service or products)
- What will be your administrative
processes?
- What payment processes will you
accept?
- What are your customer service policies
and procedures?
- What is your staff estimates?
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Business Plan Template &
Questionnaire
Sales Strategy: This
section outlines sales strategies how you intent to make sales and sales
targets. Your business or financial objectives are expressed in this section,
how much money do you want to make in the short term or long term. Be sure to
list out all your selling or promotional strategies.
- Who will sell your products or
services and how and why?
- What will make your service better
than the competition?
- What if a product is not selling
what would be your strategy to adjust?
- Do you have creative sales methods?
- How will you determine your selling
price?
- Will you use a formula to determine
the retail price?
- What about operating costs
salaries, rent water electricity, equipment rental, etc.?
- How can you calculate your profits
per service rendered?
- What makes your service better than
the competition?
Promotor’s Name:
Company Name: _________________________________________________________________________________________________
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Business Plan Template &
Questionnaire
Financial Forecasts: Include cash flow projections, purchases,
income from sales, ongoing expenses like taxes and gains and losses from sales. Be sure to include a salary for yourself if
you plan to pay yourself. Generally, I
would recommend a monthly projection for 12 months and an annual project for 5
years.
What are your
current sources of funds? banks,
personal, hard money lenders, private lenders- What sources will you pursue going
forward? banks, personal, hard money
lenders, private lenders
- In what amounts?
- Why do you need access to these
sources?
- What assumptions are you making
when projecting future funding needs?
- What will serve as collateral for
these sources of funds?
- What are your figures for gross
revenues and net income in past years?
- What do you plan to generate for
gross revenue and net income in future years? 12 months of data and 5 years of data
- What assumptions are you making
with regard to the number of product sales per year, expenses, and profits
per sale?
- Do you have charts and graphs to
illustrate your financial history and future projections?
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Company Name:
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Business
Plan Template & Questionnaire
Assumptions: Outline your major assumptions as you create
your business plan, including sales for the year, interest rate forecasts,
market appreciation and depreciation and other economic conditions.
- What assumptions are you making
regarding your target market?
- Growth in the sector?
- The status of interest rates?
- The strength of the market?
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USE ADDITIONAL SHEETS
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