Executive & Company Overview
Products & Services
Market & Competitive Analysis
Marketing & Operations
Financial & Growth Planning
100

This section provides a snapshot of your business for potential investors and is placed after the title slide.

What is the executive summary?

100

This section of the plan details the items you sell or services you provide.

What is the product and service plan?

100

This section identifies who will buy your product, including location, demographics, and interests

What is target market / market analysis

100

This part of the marketing plan includes product offerings and pricing strategy

What is Product/Price?

100

This section details start-up and ongoing expenses, employee pay, and expected revenue.

What is the financial plan?

200

This statement describes your company’s purpose, values, and beliefs.

What is the vision statement?

200

Businesses should include this type of explanation to show why they are different from competitors.

What is uniqueness / competitive advantage?

200

Competition that offers the same product or service is called this.

What is direct competition?

200

Ways to attract and retain customers, such as advertising, social media, and promotions, are listed under this heading.

What is Promotion?

200

Money needed to secure property, remodel, or purchase equipment is part of these costs.

What are start-up expenses / capital expenditures?

300

These outline what your business aims to achieve and what need it will meet in the community.

What are key objectives and goals?

300

These factors must be included when describing your products/services: features, benefits, and this.

What is pricing?

300

Competition that offers different products to satisfy the same need is called this

What is indirect competition?

300

This part of the plan specifies where your business will be located and its operating hours.

What is Place / Location?

300

This describes how your business expects to earn income month to month.

What is projected revenue / income statement?

400

This legal structure could be an LLC, partnership, or sole proprietorship.

What is a business structure?

400

This is the term for providing special services such as home delivery or custom orders.

What are value-added services?

400

This metric measures how many potential customers exist for your product or service

What is market size?

400

Managing day-to-day activities, including labor, materials, equipment, and regulations, is part of this plan.

What is the operational plan?

400

Planning for expansion, scaling operations, and handling increased demand is part of this section.

What is the growth plan?

500

This describes what your business concept is and what your company will be known for.

What is the company description?

500

Describing your products and services in detail helps investors and stakeholders understand this aspect of your business

What is your business model?

500

Identifying your competitors’ weaknesses to gain advantage is part of this analysis.

What is competitive analysis / SWOT?

500

Special government rules, permits, or legal constraints that businesses must follow are collectively called this.

What are regulations / compliance requirements?

500

Financial and operational planning together help investors understand your business’s potential for this.

What is sustainability / profitability?  

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