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ContractorSelling.com Business Planning Summit™
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BUSINESS PLAN
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CONFIDENTIAL
No offering is made or intended by this document. Any offering of interests in ________ will be made only in compliance with Federal and State securities laws.
This document includes confidential and proprietary information of and regarding ________. This document is provided for informational purposes only. You may not use this document except for informational purposes, and you may not reproduce this document in whole or in part, or divulge any of its contents without the prior written consent of [Company Name]. By accepting this document, you agree to be bound by these restrictions and limitations.
ContractorSelling.com Business Planning Summit™
Table of Contents
I. Executive Summary.........................................................................................3II. Company Overview.........................................................................................4III. Industry Analysis...........................................................................................5
Market Overview................................................................................................5Relevant Market Size.........................................................................................6
IV. Customer Analysis........................................................................................7Target Customers..............................................................................................7Customer Needs................................................................................................8
V. Competitive Analysis......................................................................................9Direct Competitors.............................................................................................9Indirect Competitors.........................................................................................10Competitive Advantages..................................................................................11
VI. Marketing Plan.............................................................................................12Products, Services & Pricing...........................................................................12Promotions Plan..............................................................................................13
VII. Operations Plan..........................................................................................14Key Operational Processes.............................................................................142014 Company Milestone Expectations...........................................................15
VIII. Management Team.....................................................................................22Management Team Members..........................................................................26Management Team Gaps................................................................................27Board Members...............................................................................................28
IX. Financial Plan...............................................................................................29Revenue Model................................................................................................29Financial Highlights..........................................................................................30Funding Requirements/Use of Funds..............................................................31
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I. Executive Summary
Business Overview
Start with a CONCISE one to two line explanation of your business such as:
We help (YOUR AREA) homeowners control their indoor air quality
Success Factors
Our company is uniquely qualified to succeed due to the following reasons:
List as many reasons you can think of regarding why your company will succeed. Below are several examples/areas you can choose from. Add specific examples to the bullets that work for your business, and delete ones that are not relevant.
Services: Our services are superior to our competitors because _______________
Human Resources: People like to work for us because ______________________
Location: Our location allows us to better serve customers because ___________
Operational Systems: We have developed systems that enable us to provide higher
quality services at a reasonable cost. These systems include _________________
Customers: We are already serving key customers which our competitors are not. These
customers include __________________________________________________
Marketing: We have unique marketing skill sets that enable us to attract new customers
at a low cost These skill sets include ____________________________________
Successes achieved to date: We have already accomplished the following which
positions us for future success. ________________________________________
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Financial Plan
Below is an overview of our expected financial performance over the next three years:
To achieve these projections, we need to raise $___________ in financing.
2014 2015 2016
Revenues ______ ______ ______
II. Company Overview
Below is a snapshot of our company since its inception:
Date of formation: ___________________________________________________
Legal structure (LLC vs. C-Corp., etc.): __________________________________
Office location(s): ___________________________________________________
Business stage (start-up vs. undergoing R&D vs. serving customers, etc.): ______
Prior funding rounds were received (amount/date): _________________________
Products and services were launched (names/dates): ______________________
Revenue milestones were reached (e.g., date when sales surpassed $X): ______
Key partnerships were executed (names/dates): ___________________________
Key customer contracts were secured (names/dates): ______________________
Key employees were hired (names/dates): _______________________________
Other key events: ___________________________________________________
Other key events: ___________________________________________________
Other key events: ___________________________________________________
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III. Industry Analysis
Market Overview
The market in which our company is operating can be characterized by the following:
Go to http://www.city-data.com/ website and find:
Median household income: Average home value: Population: Households: 663 Family households: Non-Family households: White Population: Hispanic Population: Median household income: Median house or condo value: Median contract rent: Unemployment: Residents below the poverty level: Median resident age: Males: Females:
Market trend 1 (e.g., growth/decline): ___________________________________
Market trend 2 (e.g., changing customer needs): __________________________
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Relevant Market Size
Our relevant market size is the annual revenue that our company could attain if we owned 100% market share.
Our relevant market size is calculated as follows:
1. Number of customers who might be interested in purchasing our products and/or services
each year? ________________________________________________________
2. Amount these customers might be willing to spend, on an annual basis, on our products
and/or services? $ __________________________________________________
3. Our relevant market size (#1 X #2): _____________________________________
As the analysis shows, our relevant market is large enough for our company to enjoy considerable success.
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IV. Customer AnalysisBelow is a description of who our target customers are, and their core needs.
Target Customers
Below is a profile of our target customers:
Age: _____________________________________________________________
Income: ___________________________________________________________
Gender: __________________________________________________________
Location: __________________________________________________________
Marital status: ______________________________________________________
Family size:________________________________________________________
Occupation: _______________________________________________________
Language: ________________________________________________________
Education: ________________________________________________________
Values/Beliefs: _____________________________________________________
Activities & Interests: ________________________________________________
Business size: _____________________________________________________
Below is a snapshot of the size of our target customer market:
To find this information, go to http://www.zipskinny.com/ (for demographics by zip code)
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Customer Needs
Below is a profile of the needs that our target customers have:
Here you will specify why customers want or need your products and/or services. Below are several examples and customer need areas. For the relevant areas, modify to detail the needs of your customers (e.g., customers want products that work faster). Feel free to add to or delete from these customer needs.
Speed: ___________________________________________________________
Quality: ___________________________________________________________
Location: __________________________________________________________
Reliability: _________________________________________________________
Comfort:___________________________________________________________
Price: ____________________________________________________________
Value: ____________________________________________________________
Customer Service: __________________________________________________
Convenience: ______________________________________________________
Ease of use: _______________________________________________________
Other: ____________________________________________________________
Other: ____________________________________________________________
Other: ____________________________________________________________
Other: ____________________________________________________________
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V. Competitive Analysis
The following is an overview of our competitors.
Notes for completing this section of your business plan: Any company or action that serves your customer’s needs is a competitor to you There are Direct and Indirect competitors. Here are examples for a pizza shop:
o Direct competitors (fills customer need with same solution) Other plumbing shops
o Indirect competitors (fills customer need with different solution): Other home improvements Home centers
Direct CompetitorsThe following companies are our direct competitors.
Direct Competitor #1: __________________________________________________
Products/services offered: ____________________________________________
Price points: _______________________________________________________
Revenues (# units sold/dollars generated): _______________________________
Location(s): _______________________________________________________
Customer segments/geographies served: ________________________________
Competitor’s key strengths: ___________________________________________
Competitor’s key weaknesses:_________________________________________
Direct Competitor #2: __________________________________________________
Products/services offered: ____________________________________________
Price points: _______________________________________________________
Revenues (# units sold/dollars generated): _______________________________
Location(s): _______________________________________________________
Customer segments/geographies served: ________________________________
Competitor’s key strengths: ___________________________________________
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Competitor’s key weaknesses:_________________________________________
Direct Competitor #3: __________________________________________________
Products/services offered: ____________________________________________
Price points: _______________________________________________________
Revenues (# units sold/dollars generated): _______________________________
Location(s): _______________________________________________________
Customer segments/geographies served: ________________________________
Competitor’s key strengths: ___________________________________________
Competitor’s key weaknesses:_________________________________________
Indirect CompetitorsThe following companies are our indirect competitors.
Indirect Competitor #1: ________________________________________________
Products/services offered: ____________________________________________
Price points: _______________________________________________________
Revenues (# units sold/dollars generated): _______________________________
Location(s): _______________________________________________________
Customer segments/geographies served: ________________________________
Competitor’s key strengths: ___________________________________________
Competitor’s key weaknesses:_________________________________________
Indirect Competitor #2: ________________________________________________
Products/services offered: ____________________________________________
Price points: _______________________________________________________
Revenues (# units sold/dollars generated): _______________________________
Location(s): _______________________________________________________
Customer segments/geographies served: ________________________________
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Competitor’s key strengths: ___________________________________________
Competitor’s key weaknesses:_________________________________________
Competitive Advantages
My company is positioned to outperform competitors for the following reasons:
Products and/or Services:_____________________________________________
Human Resources: _________________________________________________
Our Location: ______________________________________________________
Operational Systems:________________________________________________
Intellectual Property (IP):______________________________________________
Customers: ________________________________________________________
Marketing: _________________________________________________________
Other Reasons: ____________________________________________________
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VI. Marketing Plan
Our marketing plan, included below, details our products and/or services, pricing and promotions plans.
Products, Services & Pricing
Product/Service #1 Name:
Product/Service description/features: ___________________________________
Product/Service benefits: _____________________________________________
Product/Service price: _______________________________________________
Product/Service expected purchase frequency/quantity: _____________________
Product/Service strengths: ____________________________________________
Product/Service weaknesses: _________________________________________
Product/Service #2 Name: ______________________________________________
Product/Service description/features: ___________________________________
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Product/Service benefits: _____________________________________________
Product/Service price: _______________________________________________
Product/Service expected purchase frequency/quantity: _____________________
Product/Service strengths: ____________________________________________
Product/Service weaknesses: _________________________________________
Promotions Plan
Our company will use the following tactics to attract new customers:
For the tactics you do/will use, include relevant specifics (e.g., magazines you advertise in). Delete the tactics you do/will not use and add tactics that aren’t included.
Blimps, Banners, and/or Billboards _____________________________________
Blogs, Podcasts, etc. ________________________________________________
Catalogs __________________________________________________________
Classified Ads _____________________________________________________
Contests __________________________________________________________
Coupons __________________________________________________________
Direct Mail ________________________________________________________
Door Hangers ______________________________________________________
Email Marketing ____________________________________________________
Event Marketing ____________________________________________________
Flyers ____________________________________________________________
Gift Certificates _____________________________________________________
Networking ________________________________________________________
Newsletters ________________________________________________________
Newspaper/Magazine/Journal ads ______________________________________
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Online Marketing ___________________________________________________
Partnerships/Joint Ventures ___________________________________________
Postcards _________________________________________________________
Press Releases/PR _________________________________________________
Radio Ads/TV Ads/Infomercials ________________________________________
Telemarketing _____________________________________________________
Trade Shows ______________________________________________________
Word of Mouth / Viral Marketing ________________________________________
Yellow Pages ______________________________________________________
Pay Per Click: ______________________________________________________
Other: ____________________________________________________________
Other: ____________________________________________________________
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VII. Operations Plan
Our Operations Plan details:
1) The key day-to-day processes that our business performs to serve our customers
2) The key business milestones that our company expects to accomplish as we grow
Key Operational Processes
The key day-to-day processes that our business performs to serve our customers are as follows: Below are key operational functions that your business may need to fulfill. For functions that are relevant, leave them and add details (e.g., our manufacturing team produces our widgets; our customer service team ensures that all customer requests are handled). Delete operational functions that are not relevant to your business. Add relevant operational functions that are not included below.
New Services Development: __________________________________________
Sales Management: _________________________________________________
Marketing Ideas & Implementation: _____________________________________
Finance: __________________________________________________________
Customer Service: __________________________________________________
Dispatch: _________________________________________________________
Inventory Management: ______________________________________________
Accounting/Payroll: _________________________________________________
Human Resources: _________________________________________________
Legal: ____________________________________________________________
Purchasing: _______________________________________________________
Service Techs: _____________________________________________________
Sales People: ______________________________________________________
Other: ____________________________________________________________
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2014 Company Milestone Expectations
The key business milestones that our company expects to accomplish as we grow include the following:
In this section, you need to list the key milestones that you hope to achieve in the future and the target dates for achieving them. Sample milestones include:
New products and services introductions Adding tech or sales profit centers date Revenue milestones (date when sales exceed $50K, when sales exceed $100K, etc.) Key partnerships executed Key customer contracts secured Key financial events (future funding rounds, IPO, etc.) Key employee hires
Include individual team member 1-3 accomplishments per date.
Company Environment Changes NeededI. Office - To Be Completed By: ________________ Accomplishments: (include day, month, quarter and/or year)
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
II. Warehouse - To Be Completed By: ________________ Accomplishments: (include day, month, quarter and/or year)
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
III. Trucks OR Field - To Be Completed By: ________________ Accomplishments: (include day, month, quarter and/or year)
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
Estimated Investment Needed:
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Company Management I. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
II. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
III. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
IV. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
V. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
Estimated Investment Needed:
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Marketing DepartmentI. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
II. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
III. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
IV. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
V. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
Estimated Investment Needed:
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Customer Service DepartmentI. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
II. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
III. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
IV. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
V. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
Estimated Investment Needed:
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Dispatch Service DepartmentI. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
II. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
III. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
IV. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
V. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
Estimated Investment Needed:
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Service DepartmentI. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
II. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
III. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
IV. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
V. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
Estimated Investment Needed:
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Sales DepartmentI. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
II. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
III. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
IV. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
V. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
Estimated Investment Needed:
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Inventory Department
I. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
II. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
III. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
IV. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
V. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
Estimated Investment Needed:
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Financial DepartmentI. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
II. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
III. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
IV. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
V. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
Estimated Investment Needed:
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Education & Training DepartmentI. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
II. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
III. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
IV. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
V. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
Estimated Investment Needed:
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Leadership DepartmentI. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
II. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
III. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
IV. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
V. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:
Accomplishment #1: _________________________________________________
Accomplishment #2: _________________________________________________
Accomplishment #3: _________________________________________________
Estimated Investment Needed:
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VIII. Management TeamOur management team has the experience and expertise to successfully execute on our business plan.
Management Team MembersFor each key person on your current team, including yourself, complete the information below.
Name: ______________________________________________________________
Title: _____________________________________________________________
Key Functional Areas Covered: ________________________________________
Past positions, successes and/or unique qualities: _________________________
Name: ______________________________________________________________
Title: _____________________________________________________________
Key Functional Areas Covered: ________________________________________
Past positions, successes and/or unique qualities: _________________________
Name: ______________________________________________________________
Title: _____________________________________________________________
Key Functional Areas Covered: ________________________________________
Past positions, successes and/or unique qualities: _________________________
Name: ______________________________________________________________
Title: _____________________________________________________________
Key Functional Areas Covered: ________________________________________
Past positions, successes and/or unique qualities: _________________________
Name: _________________________________________________________________
Title: _____________________________________________________________
Key Functional Areas Covered: ________________________________________
Past positions, successes and/or unique qualities: _________________________
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Management Team Gaps
If your management team has gaps (key people you expect to hire in the future), include what position(s) is/are missing and who will fill the positions. Delete this section if not applicable.
Title/Role: _________________________________________________________
Key Functional Areas Covered: ________________________________________
Qualities of the individual who will be sought to fill this role: __________________
Title/Role: _________________________________________________________
Key Functional Areas Covered: ________________________________________
Qualities of the individual who will be sought to fill this role: __________________
Title/Role: _________________________________________________________
Key Functional Areas Covered: ________________________________________
Qualities of the individual who will be sought to fill this role: __________________
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Board Members
If you have a Board of Directors or Board of Advisors, include the Board members below. If not, delete this section.
Name: ______________________________________________________________
Past positions, successes and/or unique qualities: _________________________
Name: ______________________________________________________________
Past positions, successes and/or unique qualities: _________________________
Name: ______________________________________________________________
Past positions, successes and/or unique qualities: _________________________
Name: ______________________________________________________________
Past positions, successes and/or unique qualities: _________________________
Name: ______________________________________________________________
Past positions, successes and/or unique qualities: _________________________
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IX. Financial Plan
Revenue Model
My company generates revenues via the following:
Include each of the ways in which your company generates revenues. Examples are below. Delete non-relevant bullets. Better define relevant bullets.
Equipment Sales ___________________________________________________
Service Sales ______________________________________________________
Planned Service Revenue ____________________________________________
Referral revenues ___________________________________________________
Internal Follow Up Sales______________________________________________
New client revenue __________________________________________________
Pay per click or web _________________________________________________
Other ____________________________________________________________
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Financial Highlights
Project next 5 years P & L Highlights:
2014 2015 2016 2017 2018
Revenues ______ ______ ______ ______ ______
GP% ______ ______ ______ ______ ______
Gross Profit ______ ______ ______ ______ ______
Overhead % ______ ______ ______ ______ ______
Overhead ______ ______ ______ ______ ______
Net Profit % ______ ______ ______ ______ ______
Net Profit ______ ______ ______ ______ ______
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Funding Requirements/Use of Funds
Fill in the blanks using figures from your financial model. For the primary uses of funding, only include the 3-5 biggest expense areas. The areas below (e.g., product development) are examples. Feel free to delete those and include your own.
To successfully execute on our business plan, we require $_____________ in outside funding.
The primary uses of this funding include:
Facility: ___________________________________________________________
Marketing: _________________________________________________________
Training: __________________________________________________________
Trucks: ___________________________________________________________
Inventory: _________________________________________________________
Other: ____________________________________________________________
Other: ____________________________________________________________
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High Leverage Activities Summary
Environment HLA’sHigh Leverage Activity Who’s Responsible? Completion Date
1.
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3.
Management HLA’sHigh Leverage Activity Who’s Responsible? Completion Date
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3.
Marketing HLA’sHigh Leverage Activity Who’s Responsible? Completion Date
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3.
Customer Service HLA’sHigh Leverage Activity Who’s Responsible? Completion Date
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3.
Dispatch HLA’sHigh Leverage Activity Who’s Responsible? Completion Date
1.
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3.
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High Leverage Activities Summary
Service Department HLA’sHigh Leverage Activity Who’s Responsible? Completion Date
1.
2.
3.
Sales Department HLA’sHigh Leverage Activity Who’s Responsible? Completion Date
1.
2.
3.
Inventory HLA’sHigh Leverage Activity Who’s Responsible? Completion Date
1.
2.
3.
Financial Department HLA’sHigh Leverage Activity Who’s Responsible? Completion Date
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2.
3.
Leadership HLA’sHigh Leverage Activity Who’s Responsible? Completion Date
1.
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3.
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High Leverage Activities Summary
Education & Training HLA’sHigh Leverage Activity Who’s Responsible? Completion Date
1.
2.
3.
2014 High Leverage Theme“2014 will be the year we finally….
_______________________________________________
This will allow us to achieve our revenue goal of $_________ at a net profit of _____% for a total earnings of $__________ which will allow me to finally _________ ________________________________________________
________________________________________________
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Service Contractor Business Plan Page 36
Your Brand - Personal Branding Summary # Element Description Details About You
1. Brand Description
What is the essence of my brand positioning? (10 word phrase summarizing the 20 items below)
2. Core Value Proposition
Core characteristics that are valuable to our effectiveness
3. Business Priorities
Parameters and priorities for how we operate on a daily basis
4. _______ is Characteristics that describe us
5. _______ is Not Characteristics that do not describe us
6. UniquenessWhat truly makes us unique? What distinctions separate me in my niche?
7. Packaging The tools, expertise, image, etc. to be leveraged to the market
8. Visual Image Physical image/appearance
9. Mission Stmt. What drives my decisions?
10. Brand Power The “thrust” behind our reputation
11. Tagline Benefit-driven, descriptive (what I say often)
12. Positioning Role(s) within the market/organization
13.Business Motto Statement of approach to business life
14. What People Think Of You
My perception of how we are perceived
15. What People Are Missing
My beliefs on what others are misunderstanding about us
16.Attributes
Prized in the Workplace
What attributes do we possess that the market (my organization) values?
17. Passions What things am I passionate about?
18.Top
Communication Opportunities
Top meetings/presentations where my brand is impacted
19.My Audience/Prospect?
Who are those I most want to impact?
20. External Barriers Real world roadblocks
21.Internal Barriers Self-imposed roadblocks
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List of Possible Core Business ValuesAccuracyThe precision, exactness, and conforming to fact in details of work.
Cleanliness--of offices, production and warehouse facilities, equipment, customer service areas, raw material and finished product inventory, closets, bathrooms, and so on
Maximum Utilization of ResourcesThe desire and ability of the company to improve its performance by full utilization of its current resources (i.e. as time, money, equipment, materials, space, people, etc.).
Orderliness--in offices, drawers, file cabinets, shelves, paperwork, files, phone numbers, priority of work, daily and weekly planning, etc.
Punctuality and Timeliness--in arriving on time to work, from breaks, from lunch, to meetings, in replying to letters and phone calls, in paying bills on time, etc. Occurring at the most suitable or opportune time.
Quality of Products and Services--in terms of presentation, functionality, choice, value, speed, timeliness, suitability, repeatability, reliability, life span, repeatability, courtesy, friendliness, etc.
Regularity--of meetings, reports, sales calls, performance reviews, and so forth
ReliabilityThe way system or persons consistently produce the same results, preferably meeting or exceeding its specifications. Dependability.
ResponsivenessThe way people, the organization, systems, etc. react to a need coming from within or without.
SafetyIn offices, warehouses, vehicles, for employees, customers. etc.
Speed of OperationsThe measurement of whether actions occur in the fastest time.
Accountability--of individuals, departments and divisions for performance, results, problems, and so on
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Communications--up, down, and sideways within the company, with customers and vendors, in terms of openness, frankness, clarity, frequency, accuracy, timeliness, and brevity
Cooperation (Teamwork)--among individuals, departments, divisions, branches, and so on
Coordination--horizontally between departments in terms of plans, activities, and systems
Discipline--in adherence to company policy, rules, systems, procedures, schedules, standards, ethics, and so on
Freedom for Initiative of Employees--to make suggestions, develop plans, make decisions, carry out or modify actions, and so on
Integration--for smooth operation vertically between different levels of the organization in terms of plans, decisions, and priorities
Standardization--in terms of forms, files, procedures, reports, performance evaluations, equipment, training, recruitment, orientations, communications, and so on
Systemization--in sales, marketing, customer service, accounting, research, production, engineering, estimating, recruitment, training, promotions, communications, coordination, reporting, and so on
Continuous ImprovementThe desire and ability of the company to develop and incorporate ways to improve itself.
Creativity--in terms of new products, new ideas, new systems, new production methods, new applications of technology, new methods of financing, new marketing strategies
Customer DelightThe positive emotional response and joy that the customer feels from interaction with our people and our products and services.
Decisiveness--in solving problems, planning, executing plans, in terms of speed and commitment to decisions once made.
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Develop PeopleThe desire and ability of the company to improve the lot of its employees, including, ultimately, their personal growth.
HarmonyThe overall atmosphere and interaction between people, departments, divisions, systems, activities, rules, and policies within the company and between these elements and the external environment, customers, vendors, community laws, and so on.
InnovationThe desire and ability of the company to venture into new, breakthrough areas of opportunity. (e.g. in the industry, in emerging trends in society, etc.)
Honesty & IntegrityKeeping to one's word, promises, agreements, being truthful, non-deceitful etc. with employees, customers, vendors, government, etc.
Loyalty--to and from suppliers, customers, and employees
ResourcefulnessThe ability to deal resourcefully, i.e. creatively, imaginatively, self-reliably with unusual problems, difficult situations, or unanticipated opportunities.
Respect for the Individual--in establishing rules and policies, design of systems, making decisions, executing instructions, and so on in terms of people's health, safety, self-esteem, feelings, and opinions
Service to SocietyCommunity welfare, environmental protection, development of products and services that meet real physical, social, or psychological needs.
Will To Succeed--in any aspect of work
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My Leadership Value Systems
Value #1:
Explain:
Value #2:
Explain:
Value #3:
Explain:
Value #4:
Explain:
Value #5:
Explain:
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