Guidelines of business plan


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A business plan will generally have the following outline:

1. Cover Page
a) Business Name and Author
b) Organogram of the business

2. Executive Summary - Business Details
a) Name of Business
b) Registration Number
c) Physical Address
d) Postal Address
e) Contact Person
f) Legal Status
g) Vat Number
h) Tax Clearance Certificate
i) Founder members and percentage of ownership
j) Telephone and Fax Numbers
k) Banking Details

3. Table of Contents

4. Executive Summary
a) Purpose - Threats
b) Business activities/description
c) Finance required

5. Business Background
a) When, how and why the business was started
b) Description of the business
c) Location
d) Vision
e) Mission
f) Objectives/Impacts
g) Past operations performance

6. Management Plan
a) Names and brief profile
b) Organogram
c) Breakdown of jobs
d) Compliance to statuttory requirements

7. Marketing Plan
a) Plroduct and services
b) Place
c) Promotion
d) Price
e) Competitive advantages
f) Target market
g) Market segmentation
h) Market research findings

8. SWOT Analysis
Strengths
Weaknesses
Opportunities
Threats

9. Financial Plan
a) Financial information
b) Start-up costs required
c) Own contribution
d)Collateral
e) Cash flow projection for at least 12 months
f) Income - actual and projected
g) Balance sheet - actual and projected

10. Annexure
a) Quotations
b) Business Certificates
i. Registration Number
ii. License
iii. Tax clearance certificate
c) Building Plans
d) Photos (if necessary)
e) 3 Months bank statement
f) Personal balance
g) Deed of grant
h) Lease agreement


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