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The BASICS of writing a BUSINESS PLAN
31

Business Plan Basics

Jul 21, 2015

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Cate Costa
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Page 1: Business Plan Basics

The

BASICS of writing a

BUSINESS PLAN

Page 2: Business Plan Basics

BUSINESS PLAN?

Why would you-WANT- a

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Page 3: Business Plan Basics

If you’re looking for

-FUNDING-you need one.

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Page 4: Business Plan Basics

Even if not, you need solid

-MARKET RESEARCH-and to have laid out your

MARKETING, FINANCIAL, and OPERATIONAL PLANS

before you get too deep into running the

day to day of your business.

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Page 5: Business Plan Basics

BUSINESS PLAN?So, what’s in a

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Page 6: Business Plan Basics

EXECUTIVE SUMMARY

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Page 7: Business Plan Basics

EXECUTIVE SUMMARYBUSINESS PLAN.

Basically, it’s the Cliff’s notes of the

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Page 8: Business Plan Basics

EXECUTIVE SUMMARYCONCISE &

COMPELLING.

It should be

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Page 9: Business Plan Basics

EXECUTIVE SUMMARYINTERESTEDPotential investor must be

enough to keep reading.

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Page 10: Business Plan Basics

EXECUTIVE SUMMARYWrite it last so you can pull the info from the

rest of the plan.

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Page 11: Business Plan Basics

DESCRIPTION OF THE

BUSINESS.com

Page 12: Business Plan Basics

DESCRIPTION OF THE

BUSINESSWhat are its

PRODUCTS &

SERVICES?

What does your business do?

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Page 13: Business Plan Basics

DESCRIPTION OF THE

BUSINESS.com

Explain the

BUSINESS MODEL.

Page 14: Business Plan Basics

DESCRIPTION OF THE

BUSINESS

Think through how you’re going to

BRING IN MONEYso you and potential investors understand

where the REVENUES will

come from.

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Page 15: Business Plan Basics

PRODUCTS & SERVICES

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Page 16: Business Plan Basics

PRODUCTS & SERVICES

WHAT do you offer?

WHY would anyone want it?

What is your VALUE PROPOSITION?

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Page 17: Business Plan Basics

MARKETING PLAN

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Page 18: Business Plan Basics

MARKETING PLAN

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How will you let customers know

what you have to offer so that they

WANT TO BUY?

Page 19: Business Plan Basics

MARKETING PLAN

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Many entrepreneurs mess up on the

MARKETING because

they’re not SPECIFICenough.

Page 20: Business Plan Basics

MARKETING PLAN

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Every dollar of revenue must be tied

to a MARKETING activity and an EXPENSE.

Page 21: Business Plan Basics

OPERATIONSPLAN

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Page 22: Business Plan Basics

OPERATIONSPLAN

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How does everything

GET DONEwithin your business?

Page 23: Business Plan Basics

MANAGEMENT &

ORGANIZATION

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Page 24: Business Plan Basics

MANAGEMENT &

ORGANIZATION

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Who is on your

LEADERSHIP TEAM,

what does each contribute, and how

is the organization structured?

Page 25: Business Plan Basics

FINANCIAL PLAN

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Page 26: Business Plan Basics

FINANCIAL PLAN

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Include FINANCIAL PROJECTIONS,

and explain how much money you

need, where you’ll get it, and how

you’ll use it.

Page 27: Business Plan Basics

APPENDIX

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Page 28: Business Plan Basics

APPENDIX

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Add your

PRO FORMA FINANCIALS

and any other attachments you want

investors to see.

Page 29: Business Plan Basics

NEED MORE HELP?

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Page 30: Business Plan Basics

NEED MORE HELP?

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This was a very brief overview. If

need help writing your business plan,

take the

BUSINESS BUILDER WORKSHOP

and get all of the details.

Page 31: Business Plan Basics

NEED MORE HELP?

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For free tips and info to help you

plan, launch, and grow your new

business, visit

www.CateCosta.com.