Source: Microsoft Office 2002 – Business Planner Templates

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SOURCE: Microsoft Office 2002 – Business Planner Templates To see many other sample business documents open MS Word 2002 and from the menu select: File – New – More Word Templates

Introduction to the Sample Plan

The following document is a sample of a finished business plan. In your final plan, you have the opportunity to elaborate on those ideas in your outline that you feel are most integral to your business. In composing your business plan, you can follow your outline as loosely or closely as you choose. For instance, in the sample plan, the Executive Summary, which is the last section of the Business Planning Wizard, is presented first in order to emphasize the most impressive features of the business. Your goal in composing a finished business plan is to construct the most comprehensive, thorough document possible, in order to attract investors and to confirm that you have taken the time to explore as many potential issues for your business as may arise.

Mr. Richard Carey
Canton Street
Seattle, Washington 22222

Dear Mr. Carey:

My attorney, Mr. William Hollands, suggested I write to you regarding my business, Northwind Traders. I am currently seeking funding, and I believe that my company would coincide with your interest in businesses relating to the travel industry makes my company a great investment for you.

Northwind Traders is positioned to take advantage of the significant market opportunities available in the customized travel-planning field. Through a professional approach to marketing, experienced management, and an emphasis on outstanding customer support and service, Northwind Traders can become the Greater Seattle area’s premier provider of planning services for European adventure travel through a strong marketing campaign, experienced management, and an emphasis on outstanding customer support and service. From that base, the company will expand to become a regional force.

We are seeking $83,500 in funding, and anticipate this to be the extent of the funds required. The funds will be used to refurbish the shop, to expand the staff, and to developincrease marketing activities, primarily our Web site and databasee development.

I appreciate your consideration of the business plan for Northwind Traders. I will contact you next week in approximately ten days to see if you have any questions andor to discuss how we may proceed. Thank you.

Sincerely,

Heather Mitchell
President

Table of Contents

EXECUTIVE SUMMARY1

Description of the Company1
Mission Statement1
Products and Services1
Financial Forecast2
Financing Requirements2

HISTORY AND POSITION TO DATE4

The Company’s Mission4
Management Team and Key Personnel4
Services6
Transportation7
Company History7
Guarantees and Warranties8
Business Structure8

MARKET RESEARCH8

Economic and Social Factors9
Competitive Environment9
Long-Term Opportunities9
Geographic Area10
Market Description10
Target Customers10
Market Definition10
Market Opportunities11
Competitive Analysis12
Competitive Advantages13
Competitors’ Positions14
Potential Future Competition14

BUSINESS STRATEGY15

Customer Incentives15
Advertising and Promotion15
Sales and Marketing16
Commission17

OPERATIONS17

Premises17
Choice of Location and Premises17
Hours of Operation17
Equipment18
Staffing18

FORECASTING18

Sales Forecast18
Cash Flow Projections20
Income Statement20
Balance Sheet21
Performance Ratios21
Break-Even21
Funds Required and Timing21
Funding Options22

BUSINESS CONTROLS23

Accounting System23
Quality Control23
New Tour Operators23
Capacity23
Long-Term Goals24
Steps for Achieving Goals24
Position25
Risks Associated with Growth25

APPENDIX 1: MARKET RESEARCH26

APPENDIX 2: FINANCIAL FORECASTS35

EXECUTIVE...
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