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CLEAT ENGINEERING LIMITED

Please note that this Case Study is fictional and for
demonstration purposes only.

Sample Business Plan.

Cleat Engineering Limited,
Business Plan.

Date: 200?

Sample Plan for Demonstration Purposes Only
© 2004, Moran & Associates

1

CLEAT ENGINEERING LIMITED

Cleat Engineering Limited,
Business Plan.
CONTENTS :
SECTION 1
SECTION 2
SECTION 3

EXECUTIVE SUMMARY.
INTRODUCTION.
MARKET.
Overview
Trend
Size and potential
Competition
Customers
Structure
S.W.O.T. Analysis

SECTION 4

MARKET STRATEGY.
Objectives
Product
Price
Place
Promotion

SECTION 5

ORGANISATION / MANAGEMENT.
Management Overview
Staff Requirement

SECTION 6

PRODUCTION AND OPERATIONS.
Premises
Plant and Equipment
Operations Overview

SECTION 7

COSTINGS & FINANCE
Financial
Assumptions
Sensitivity Analysis

Benefits of Business
Planning
It provides a forum to:
• Firm up ideas
• List items which are
not known, as yet.
• Forecast financial
requirements,
particularly cashflow.
• Examine markets,
competition,
customers, suppliers,
operations and staff
requirements etc.
• Provide a route map
for the longer term
journey.
• Avoid costly pitfalls.
• Generate a document
to: Test viability,
assess risk and
communicate with
potential
investors/grant
agencies

APPENDICES :
Appendix A

Appendix
Appendix
Appendix
Appendix
Appendix

B
C
D
E
F

Sample Plan for Demonstration Purposes Only
© 2004, Moran & Associates

Financial Projections - Yr.1 and Yr.2
Profit and Loss; Cash flow
Balance Sheet
Certificate of Incorporation.
Tax Clearance Certificate
Promoters’ C.V’s.
Equipment Schedule.
Typical Product Drawings

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CLEAT ENGINEERING LIMITED

SECTION No. 1
EXECUTIVE SUMMARY.
Company Name :

Include
as:

















details

such

Name of organisation
Contact details: Phone,
Fax, email, mobile ?
Legal Entity: Limited...