BUSINESS PLAN – THEMATIC INDEX
EXECUTIVE SUMMARY
INDEX (Chapters, figures, tables, graphs and images)
CHAPTER 1 OUTLINE OF BUSINES IDEA
1.1 Need to address.
1.2 User and customer.
1.3 Proposed solution.
1.4 Value proposition.
1.5 Revenue Model.
1.6 Ethical assessment of the business´ contribution to the society.
CHAPTER 2 BUSINESS ENVIRONMENT ANALYSIS
2.1 Study of political variables.
2.2 Study of economic variables.
2.3 Study of social variables.
2.4 Study of technological variables.
2.5 Study of environmental variables.
2.6 Study of legal variables.
2.7 Summary of threats and opportunities (PESTLE ANALYSIS]
CHAPTER 3 MARKET STUDY
3.1 Porter Analysis.
3.1.1. Value chain.
3.1.2. Direct and indirect competitors.
3.1.3. Rivalry of competitors.
3.1.4. Customer bargaining power.
3.1.5. Supplier bargaining power.
3.1.6. Entry barriers.
3.1.7. Substitute products.
3.1.8. Summary and identification of threats and opportunities. [Porter Analysis]
3.2. Market positioning study.
3.2.1. Identification of the key positioning variables.
3.2.2. Matrix positioning of competitors. [excl. own business].
3.2.3. Matrix positioning of company. [incl. competitors & own business and results
of strategic analysis of chapter 4].
3.3. Consumer behavior research. [B2C business]
3.3.1. Interviews to experts.
3.3.2. Market segment and potential customers.
3.3.3. Survey.
3.3.4. Sample selection. [defining size & representativeness]
3.3.5. Results of the research.
3.3.6. Potential market size and evolution of recent years. [volume & value]
3.4. Market research. [B2B business]
3.4.1. List of companies by product type.
3.4.2. List of companies by turnover and number of employees.
CHAPTER 4 Strategic Plan
4.1. Mission.
4.2. Vision.
4.3. Values.
4.4. Goals. [Qualitative]
4.5. Objectives. [Quantitative]
4.6. Stakeholders.
4.7. Corporate social responsibility.
4.8. Protection of intellectual property.
4.9. Key success factors of the industry.
4.10. Company resources.
4.11. Company capacities.
4.12. Competitive strategy.
4.13. Business Model. [CANVAS]
4.14. SWOT Analysis.
CHAPTER 5 MARKETING AND SALES PLAN
5.1. Marketing mix. [Online and offline]
5.1.1. Product. [Name, logo, range, line]
5.1.2. Price. [Selling price, unit cost, commercial discounts]
5.1.3. Distribution channel. [Short and/or long]
5.1.4. Promotion.
[Link]. Sales promotion. [To consumer and/or channel]
[Link]. Advertising and public relations.
[Link]. Social Media.
5.2. Sales Management.
5.2.1. Sales techniques and sales teams.
5.2.2. Factors that affect sales performance: seasonality & others.
5.2.3. Sales growth pattern.
5.2.4. Sales forecast per month and year. [Monthly Sales of the first 3 years and
justifying calculations]
5.3. Control of sales plan.
CHAPTER 6 OPERATIONAL PLAN
6.1. Investment in fixed assets.
6.2. Raw materials.
6.3. Inventory management.
6.3.1. Raw materials inventory.
6.3.2. Finished goods inventory.
6.4. Production cycle. [Including a graphic representation of the value chain and the
supply chain]
6.5. Logistics.
6.5.1. Logistics of raw materials.
6.5.2. Logistics of finished product.
CHAPTER 7 ESTABLISHMENT AND TYPE OF COMPANY
7.1. Legal formation of the company.
7.2. Governing bodies.
7.3. Partnership agreement.
7.4. Legal statutes. [Do not transcribe them; mention the most important articles]
7.5. Administrative procedures of the establishment.
CHAPTER 8 HUMAN RESOURCES ORGANIZATION
8.1. Organizational structure. [Functional organization chart]
8.2. Role and functions of the directors and of the employees.
8.3. Recruitment policy.
8.4. Remuneration policy.
8.5. Calculation of labor costs.
8.5.1. Wages according to collective agreement.
8.5.2. Social security paid by the company.
8.5.3. Bonuses and incentives.
CHAPTER 9 FINANCIAL & ECONOMIC PLAN
9.1. Taxation.
9.1.1. VAT
9.1.2. Corporate tax.
9.1.3. Tax deduction.
9.2. Beginning balance sheet.
9.3. Financials year 1.
9.3.1. Forecast profit & loss account.
9.3.2. Forecast treasury.
9.3.3. Forecast balance sheet.
9.3.4. Analysis of financials of year 1.
9.4. Financials year 2.
9.4.1. Forecast profit & loss account.
9.4.2. Forecast treasury.
9.4.3. Forecast balance sheet.
9.4.4. Analysis of financials of year 2.
9.5. Financials year 3.
9.5.1. Forecast profit & loss account.
9.5.2. Forecast treasury.
9.5.3. Forecast balance sheet.
9.5.4. Analysis of financials of year 3.
9.6. Forecast profit & loss account for 3 years. [3 columns, one for each year to compare]
9.7. Ratios.
9.8. Break-even point (BEP)
CHAPTER 10 IMPLEMENTATION SCHEDULE
GANTT Diagram.
CONCLUSIONS
REFERENCES (Use APA format)
APPENDIX
