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BizPlanOutline - Outline University of Colorado at Boulder...

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    Writing a Successful Business Plan Outline Adapted from Stephen Lawrence and Frank Moyes Deming Center for Entrepreneurship - Leeds School of Business University of Colorado at Boulder  and Christopher M. Scherpereel, The W.A. Franke College of Business Northern Arizona University Revised by David Albritton, Mary Bowers, and Jennifer Mitchell The W.A. Franke College of Business, Northern Arizona University January 2009           1
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[COMPANY NAME] [Company Logo] [D ATE ] [A DDRESS ] [T EAM MEMBER NAMES ] This business plan is intended solely for informational purposes and to assist you with a due- diligence investigation. The information contained herein is believed to be reliable, but the management team makes no representations or warranties with respect to this information. The financial projections that are part of this plan represent estimates based on extensive research and on assumptions considered reasonable. The contents of this plan are confidential and are not to be reproduced without express written consent. 2
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Table of Contents      Executive Summary ........................................................................................ Company Overview ....................................................................................... Product or Service ......................................................................................... Market and Industry Analysis ......................................................................... Competitive Advantages .............................................................................. 13  Marketing Plan .............................................................................................. 15 Management and Operations Plan .............................................................. 21  Financial Plan .............................................................................................. 25  Development Plan ........................................................................................ 30 References ………………………………………………………….………………………….… 31 Appendices .................................................................................................. 32       3
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Executive Summary     Description: The Executive Summary of a business plan is an overview of the entire  plan, and it is the last section to be written. Despite the title, it is not written for   executives nor is it a summary of the plan . Its main objective is to capture the reader’s  interest, so they want to read the entire plan. It should be considered a chance to “sell”  the reader on the business opportunity and to summarize the “highlights” of the plan   The Summary is a stand-alone document and should not refer to other parts of the plan.  The reader will often decide whether or not to read the rest of the plan based on how  impressed (or not impressed) they are by the Executive Summary.  The Executive Summary can be a maximum of two pages but one clear, concise page  is preferred. This type of writing requires focus and can be difficult to do, but being  succinct is the best way to capture the attention of investors.  Concept Description:  Summarize the essence of the business. In three sentences,  what is this business about?  Problem and Opportunity:  Why is this a good opportunity? What problem currently  exists?  Why is there a need for this particular business?  What is the compelling  consumer need?   Product/Service:
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