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Business name: Student number: Word count: Business name: Student number: Word count:


Business name:

Student number:

Word count:

Business name:

Student number:

Word count:

The Business Plan

The Business Plan

Contents

Business owner details 2

Executive summary 2

1.1 Business summary: 2

1.2 Business aims: 2

1.3 Financial summary: 2

Owner’s background 3

2.1 Why do you want to run your own business? 3

2.2 Previous work experience: 3

2.3 Qualifications and education: 3

2.4 Training: 3

Details of future training courses you want to complete: 3

2.5 Hobbies and interests: 3

2.7 Additional information: 3

Products and services 4

3.1 What are you going to sell? 4

3.2 Describe the product(s)/service(s) you are going to sell: 4

3.3 Additional information: 4

The market 5

4.1 Who are your customers: 5

4.2 Describe your typical customer: 5

4.3 Where are your customers based? 5

4.4 What prompts your customers to buy your product/service? 5

4.5 What factors help your customers choose which business to buy from? 5

4.6 Additional information: 5

Market research 6

5.1 Key findings from desk (secondary) research: 6

5.2 Key findings from field (primary) research – customer questionnaires: 6

5.3 Key findings from field research – pilots/focus groups (where applicable): 6

5.4 Additional information: 6

Marketing strategy – Consider the 7 P’s of the Marketing Mix (excluding Product as this is covered above) 7

Competitor analysis 8

7.1 Table of competitors (add rows as required) 8

7.2 SWOT analysis of your business in comparison to your main competitors 9

7.3 Unique Selling Point (USP): 9

Operations and logistics 10

8.1 Production: 10

8.2 Suppliers: 10

8.3 Premises: 10

8.4 Equipment 10

8.5 Transport (method of distribution, can include online distribution): 10

8.6 Legal requirements: 10

8.7 Insurance requirements: 10

8.8 Management and staff: 10

8.9 Additional information: 10

Costs and pricing strategy 11

Cashflow forecast 12

Business owner details

Owner name: Not required for assessment purposes as the assessment is anonymous

Address: Not required for assessment purposes as the assessment is anonymous

Executive summary

1.1 Business summary:

     

1.2 Business aims:

     

1.3 Financial summary:

     

Owner’s background

2.1 Why do you want to run your own business?

     

2.2 Previous work experience:

     

2.3 Qualifications and education:

     

2.4 Training:

     

Details of future training courses you want to complete:

     

2.5 Hobbies and interests:

     

2.7 Additional information:

     

Products and services

3.1 What are you going to sell?

a product

a service

both

3.2 Describe the product(s)/service(s) you are going to sell:

     

3.3 Additional information:

     

The market

4.1 Who are your customers:

individuals

businesses

both

4.2 Describe your typical customer:

     

4.3 Where are your customers based?

     

4.4 What prompts your customers to buy your product/service?

     

4.5 What factors help your customers choose which business to buy from?

     

4.6 Additional information:

Market research

5.1 Key findings from desk (secondary) research:

     

5.2 Key findings from field (primary) research – customer questionnaires:

     

5.3 Key findings from field research – pilots/focus groups (where applicable):

     

5.4 Additional information:

     

Marketing strategy – Consider the 7 P’s of the Marketing Mix (excluding Product as this is covered above)

What are you going to do?

Why have you chosen this marketing method?

Estimated costs (cite your sources – do not make up)

     

     

TOTAL COST

     

Competitor analysis

7.1 Table of competitors (add rows as required)

Name, location

and business size

Product/service

Price

Strengths

Weaknesses

     

     

     

     

     

7.2 SWOT analysis of your business in comparison to your main competitors

Strengths

     

Weaknesses

     

Opportunities

     

Threats

     

7.3 Unique Selling Point (USP):

Unique Selling Point (USP)

     

Operations and logistics

Consider make or buy

8.1 Production:

     

8.2 Suppliers:

Name and location of supplier

Items required

and prices

Payment arrangements

Reasons for choosing supplier

8.3 Premises:

     

8.4 Equipment

If being bought

Item required

Already owned?

New or second hand?

Purchased from

Price

8.5 Transport (method of distribution, can include online distribution):

8.6 Legal requirements:

     

8.7 Insurance requirements:

8.8 Management and staff:

     

8.9 Additional information:

     

Costs and pricing strategy

Product/service name

     

A

Number of units in calculation

     

B

Product/service components

     

Components cost

     

C

Total product/service cost

     

D

Cost per unit

     

E

Price per unit

     

F

Profit margin (£)

     

G

Profit margin (%)

     

H

Mark up (%)

     

Cashflow forecast

Month

Pre-start

1

2

3

4

5

6

7

8

9

10

11

12

Total

A

Month name

     

     

     

     

     

     

     

     

     

     

     

     

     

Money in (£)

B

Funding from external sources

     

     

     

     

     

     

     

     

     

     

     

     

     

     

Own funds

     

     

     

     

     

     

     

     

     

     

     

     

     

     

Income from Sales

     

     

     

     

     

     

     

     

     

     

     

     

     

     

Other

     

     

     

     

     

     

     

     

     

     

     

     

     

     

C

Total Money in (£)

     

     

     

     

     

     

     

     

     

     

     

     

     

     

Money out (£)

D

Expenses

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

E

Total money out (£)

     

     

     

     

     

     

     

     

     

     

     

     

     

     

F

Balance (£) C-E

     

     

     

     

     

     

     

     

     

     

     

     

     

     

Opening balance

     

     

     

     

     

     

     

     

     

     

     

     

     

     

Closing balance

     

     

     

     

     

     

     

     

     

     

     

     

     

     

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