Step_1_BizBuilder_Business_Plan_Workshee

Step_1_BizBuilder_Business_Plan_Workshee - BizBuilder...

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BizBuilder Business Plan The Step 1 – Business Plan Worksheet File is broken into 4 Units and is color coded to help you quickly identify which parts are required to be completed with each submission. (see syllabus and/or the Angel online classroom for the associated due dates). The colors are as follows: o Unit 1 – Blue o Unit 2 – Green o Unit 3 – Red o Unit 4 – Purple Cover Page A. What is: 1. Your Name (student preparer): Katie L Robar 2. The full name of your organization:Robars Realty LLC B. Provide contact information for the organization including the names of majority owners (use the same format for as many as 1
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you have) Name: ____Katie Robar____________ Name: __________________________ Address: 722 N 116 th St City: __Omaha_________ State_NE___ Zip __68154___City: __________ State____ Zip Phone: _402-669-6914__________________________Phone:__________________________ Email: [email protected]_________ Email: __________________________ C. What confidentiality/non-disclosure language will you include? D. Provide the date of the plan. ( Month ) ( Day ), ( Year ) 2
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Table of Contents (can be placed before or after the Executive Summary) A. List the key sections of the plan and the page numbers. 1.0 Executive Summary 2.0 Mission, Vision, & Culture 3.0 Company Description 4.0 Opportunity Analysis & Research 4.1 Industry Analysis 4.2 Environmental Analysis 4.3 Competitive Analysis 5.0 Marketing Strategy & Plan 3
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5.1 Products/Services 5.2 Pricing 5.3 Promotion 5.4 Place 6.0 Management & Operations 6.1 Management Team 6.2 Research & Development 6.3 Physical Location 6.4 Facilities 6.5 Inventory, Production, & Quality Assurance 7.0 Financial Analysis & Projections 7.1 Sources & Uses of Capital 7.2 Cash Flow Projections 4
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7.3 Balance Sheet Projections 7.4 Income Statement Projections 7.5 Breakeven Analysis 7.6 Ratio Analysis 7.7 Risks & Assumptions 8.0 Funding Request & Exit Strategy 8.1 Amount & Type of Funds Requested 8.2 Exit Plan 8.3 Milestones Appendices Resumes Sample Promotional Materials Product Illustrations/Diagrams 5
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Detailed Financial Projections 6
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1.0 Executive Summary A. What is the name of your organization? Robars Realty B. Describe your business idea using the following chart: 7
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Components of the Business Start-Up Buy Existing Secure a Franchise License Technology Customers None Established None- but may have name recognition None Products or Services None Established Developed In process Location Needed In place Assistance possible Needed Management Control Owner Owner Owner within terms of license Owner within terms of license Operational Control Owner Owner Owner within terms of license Owner Marketing Needed In place (+/-) Assistance possible. Rules absolutely. Needed Reputation None In place (+/-) Should be. If not, why license? Possible Royalties/Fee s Not usual Maybe Ongoing Likely 8
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Financing Needed Prior owner may provide Assistance possible Needed Disclosures None Buyer beware UFOC & contracts Agreement Business Idea: C. Target Market (Answer who, what, when, where, and why.) Factor of Target Market Description Individuals M/F 18-90 (what) Business owners, home buyers, first time home buyers (when) More so in the Summer (where) Omaha Nebraska (why) Everyone needs a home and a place for their business 9
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D.
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