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A sample plan is a great way to get started, but you can’t just print
this plan out and turn it into the bank. You’re still going to have to put
in all your own information and do all of your own financial forecasts.
With LivePlan, you can easily use this sample as inspiration and create
your own plan, complete with financial tables and graphs. You’ll also
be able to:
• Save time with linked financial tables (the formulas are built in,
so you don’t have to do the calculations!)
• Benefit from tons of help, advice, and resources.
• Present your plan with confidence, with automatic charts and
graphs corresponding to your financial data.
• Work on your plan anywhere, on any computer.
“For 20 dollars I ended up getting a quarter of a million dollars of
funding. That’s worth it!” – Todd C. Tablegate
Click here to save 50% off the first month of LivePlan!
,Cover Page
This sample business plan has been made available to users of Business Plan Pro®, business
planning software published by Palo Alto Software. Names, locations and numbers may have been
changed, and substantial portions of original plan text may have been omitted to preserve
confidentiality and proprietary information.
You are welcome to use this plan as a starting point to create your own, but you do not have
permission to resell, reproduce, publish, distribute or even copy this plan as it exists here.
Requests for reprints, academic use, and other dissemination of this sample plan should be emailed
to the marketing department of Palo Alto Software at . For product
information visit our Website: www.paloalto.com or call: 1-800-229-7526.
Copyright © Palo Alto Software, Inc., 1995-2009 All rights reserved.
,Legal Page
Confidentiality Agreement
The undersigned reader acknowledges that the information provided by
_________________________ in this business plan is confidential; therefore, reader agrees not to
disclose it without the express written permission of _________________________.
It is acknowledged by reader that information to be furnished in this business plan is in all respects
confidential in nature, other than information which is in the public domain through other means
and that any disclosure or use of same by reader, may cause serious harm or damage to
_________________________.
Upon request, this document is to be immediately returned to _________________________.
___________________
Signature
___________________
Name (typed or printed)
___________________
Date
This is a business plan. It does not imply an offering of securities.
, Table of Contents
1.0 Executive Summary...............................................................................................................................1
Chart: Highlights..................................................................................................................................2
1.1 Objectives..........................................................................................................................................2
1.2 Mission...............................................................................................................................................2
1.3 Keys to Success..................................................................................................................................2
2.0 Company Summary...............................................................................................................................3
2.1 Company Ownership.........................................................................................................................3
2.2 Company Locations and Facilities.....................................................................................................3
3.0 Products and Services............................................................................................................................3
3.1 Product and Service Description........................................................................................................3
3.2 Competitive Comparison...................................................................................................................4
3.3 Sales Literature..................................................................................................................................4
4.0 Market Analysis Summary....................................................................................................................4
4.1 Market Segmentation.........................................................................................................................4
Chart: Market Analysis (Pie)...............................................................................................................7
Table: Market Analysis........................................................................................................................7
4.2 Target Market Segment Strategy......................................................................................................7
4.2.1 Market Trends.............................................................................................................................8
4.2.2 Market Growth............................................................................................................................9
4.2.3 Market Needs............................................................................................................................10
4.3 Service Business Analysis...............................................................................................................10
4.3.1 Distributing a Service...............................................................................................................10
4.3.2 Competition and Buying Patterns.............................................................................................11
4.3.3 Main Competitors.....................................................................................................................11
4.3.4 Business Participants................................................................................................................12
5.0 Strategy and Implementation Summary...............................................................................................13
5.1 SWOT Analysis...............................................................................................................................13
5.2 Strategy Pyramid..............................................................................................................................15
5.3 Value Proposition.............................................................................................................................16
5.4 Competitive Edge.............................................................................................................................16
5.5 Marketing Strategy...........................................................................................................................16
5.5.1 Pricing Strategy.........................................................................................................................16
5.5.2 Promotion Strategy...................................................................................................................17
5.5.3 Distribution Strategy.................................................................................................................17
5.5.4 Marketing Programs..................................................................................................................17
5.5.5 Positioning Statement...............................................................................................................19
5.6 Sales Strategy...................................................................................................................................19
5.6.2 Sales Forecast............................................................................................................................19
Table: Sales Forecast.....................................................................................................................19
Chart: Sales Monthly.........................................................................................................................20
Chart: Sales by Year......................................................................................................................20
5.6.3 Sales Programs..........................................................................................................................21
5.7 Strategic Alliances...........................................................................................................................21
5.8 Milestones........................................................................................................................................21
Table: Milestones...............................................................................................................................21
6.0 Management Summary.......................................................................................................................22
6.1 Organizational Structure..................................................................................................................22
Page
from Bplans.com
A sample plan is a great way to get started, but you can’t just print
this plan out and turn it into the bank. You’re still going to have to put
in all your own information and do all of your own financial forecasts.
With LivePlan, you can easily use this sample as inspiration and create
your own plan, complete with financial tables and graphs. You’ll also
be able to:
• Save time with linked financial tables (the formulas are built in,
so you don’t have to do the calculations!)
• Benefit from tons of help, advice, and resources.
• Present your plan with confidence, with automatic charts and
graphs corresponding to your financial data.
• Work on your plan anywhere, on any computer.
“For 20 dollars I ended up getting a quarter of a million dollars of
funding. That’s worth it!” – Todd C. Tablegate
Click here to save 50% off the first month of LivePlan!
,Cover Page
This sample business plan has been made available to users of Business Plan Pro®, business
planning software published by Palo Alto Software. Names, locations and numbers may have been
changed, and substantial portions of original plan text may have been omitted to preserve
confidentiality and proprietary information.
You are welcome to use this plan as a starting point to create your own, but you do not have
permission to resell, reproduce, publish, distribute or even copy this plan as it exists here.
Requests for reprints, academic use, and other dissemination of this sample plan should be emailed
to the marketing department of Palo Alto Software at . For product
information visit our Website: www.paloalto.com or call: 1-800-229-7526.
Copyright © Palo Alto Software, Inc., 1995-2009 All rights reserved.
,Legal Page
Confidentiality Agreement
The undersigned reader acknowledges that the information provided by
_________________________ in this business plan is confidential; therefore, reader agrees not to
disclose it without the express written permission of _________________________.
It is acknowledged by reader that information to be furnished in this business plan is in all respects
confidential in nature, other than information which is in the public domain through other means
and that any disclosure or use of same by reader, may cause serious harm or damage to
_________________________.
Upon request, this document is to be immediately returned to _________________________.
___________________
Signature
___________________
Name (typed or printed)
___________________
Date
This is a business plan. It does not imply an offering of securities.
, Table of Contents
1.0 Executive Summary...............................................................................................................................1
Chart: Highlights..................................................................................................................................2
1.1 Objectives..........................................................................................................................................2
1.2 Mission...............................................................................................................................................2
1.3 Keys to Success..................................................................................................................................2
2.0 Company Summary...............................................................................................................................3
2.1 Company Ownership.........................................................................................................................3
2.2 Company Locations and Facilities.....................................................................................................3
3.0 Products and Services............................................................................................................................3
3.1 Product and Service Description........................................................................................................3
3.2 Competitive Comparison...................................................................................................................4
3.3 Sales Literature..................................................................................................................................4
4.0 Market Analysis Summary....................................................................................................................4
4.1 Market Segmentation.........................................................................................................................4
Chart: Market Analysis (Pie)...............................................................................................................7
Table: Market Analysis........................................................................................................................7
4.2 Target Market Segment Strategy......................................................................................................7
4.2.1 Market Trends.............................................................................................................................8
4.2.2 Market Growth............................................................................................................................9
4.2.3 Market Needs............................................................................................................................10
4.3 Service Business Analysis...............................................................................................................10
4.3.1 Distributing a Service...............................................................................................................10
4.3.2 Competition and Buying Patterns.............................................................................................11
4.3.3 Main Competitors.....................................................................................................................11
4.3.4 Business Participants................................................................................................................12
5.0 Strategy and Implementation Summary...............................................................................................13
5.1 SWOT Analysis...............................................................................................................................13
5.2 Strategy Pyramid..............................................................................................................................15
5.3 Value Proposition.............................................................................................................................16
5.4 Competitive Edge.............................................................................................................................16
5.5 Marketing Strategy...........................................................................................................................16
5.5.1 Pricing Strategy.........................................................................................................................16
5.5.2 Promotion Strategy...................................................................................................................17
5.5.3 Distribution Strategy.................................................................................................................17
5.5.4 Marketing Programs..................................................................................................................17
5.5.5 Positioning Statement...............................................................................................................19
5.6 Sales Strategy...................................................................................................................................19
5.6.2 Sales Forecast............................................................................................................................19
Table: Sales Forecast.....................................................................................................................19
Chart: Sales Monthly.........................................................................................................................20
Chart: Sales by Year......................................................................................................................20
5.6.3 Sales Programs..........................................................................................................................21
5.7 Strategic Alliances...........................................................................................................................21
5.8 Milestones........................................................................................................................................21
Table: Milestones...............................................................................................................................21
6.0 Management Summary.......................................................................................................................22
6.1 Organizational Structure..................................................................................................................22
Page
