The Business Plan for the Small Business Owner 3 IO Marketing – Proprietary and Confidential www.inboundoutboundmarketin com
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The Business Plan for the Small Business Owner
2013 IO Marketing – Proprietary and Confidential www.inboundoutboundmarketing.com
COMPANY OVERVIEW
Brief Company IntroductionMission statementLocation, size, historyMarket and productsOverview of company capabilitiesObjectives
2013 IO Marketing – Proprietary and Confidential www.inboundoutboundmarketing.com
Products/Services Products / Services
What does it do? Uniqueness Competitive Advantage
Technology Brief description Applications
Commercialization Status Brief overview
2013 IO Marketing – Proprietary and Confidential www.inboundoutboundmarketing.com
Industry Overview
Set The Stage Industry Definition and Description
Major players within the industryFactors driving dynamicsNew products and developments
Legislation and Policies Driving the Industry Historical and Future Trends
2013 IO Marketing – Proprietary and Confidential www.inboundoutboundmarketing.com
Market Analysis
Market DefinitionPrimary MarketSecondary Markets
Market Size and TrendsCurrent total revenuesPredicted annual growth rate
2013 IO Marketing – Proprietary and Confidential www.inboundoutboundmarketing.com
Competitors
Direct CompetitorsWho are they?Size and product breadthRevenues and profitabilityStrengths and weaknessesMarket shares
Indirect Competitors
2013 IO Marketing – Proprietary and Confidential www.inboundoutboundmarketing.com
Customers
Customer CharacteristicsWho are they?Why do they buy?Need satisfied by the product/serviceHow is the need currently filled?What are the alternatives?Who makes the decision to buy?How frequently do they purchase?
2013 IO Marketing – Proprietary and Confidential www.inboundoutboundmarketing.com
Marketing and Sales Plans
Statement of Opportunity Marketing and Sales Objectives Existing Customers Potential Customers
Prospects targetedHow prospects will be targeted and qualified
2013 IO Marketing – Proprietary and Confidential www.inboundoutboundmarketing.com
Marketing Strategies
Product/Service Strategy Pricing Strategy Distribution Strategy Advertising and Promotion Strategy Sales Strategy Marketing and Sales Forecasts
2013 IO Marketing – Proprietary and Confidential www.inboundoutboundmarketing.com
Marketing and Sales Plans
Marketing Programs Direct Mail Trade Shows Advertising Internet Publicity/Public Relations Marketing Budget
Pricing Basis for targeted price point Margins and profitability by volume levels
2013 IO Marketing – Proprietary and Confidential www.inboundoutboundmarketing.com
Development
R & D PlanObjectivesMilestones and current statusDifficulties and risksStaffingR & D Budget and assumptions
2013 IO Marketing – Proprietary and Confidential www.inboundoutboundmarketing.com
Operations
Manufacturing/Production PlanObjectivesFacilitiesStaffingSubcontractorsQuality ControlBudget / Operating Expenses
2013 IO Marketing – Proprietary and Confidential www.inboundoutboundmarketing.com
Management
Company Organization Management Team Administrative Expenses
2013 IO Marketing – Proprietary and Confidential www.inboundoutboundmarketing.com
Summary of Financials
Financial ObjectivesTime to Cash Flow PositiveTime to profitability
Financial Assumptions Capital Requirements Exit Scenario
2013 IO Marketing – Proprietary and Confidential www.inboundoutboundmarketing.com
Appendices
Resumes of Key Management Patent Information Customer List Testimonials Supplemental Financial Spreadsheets References
2013 IO Marketing – Proprietary and Confidential www.inboundoutboundmarketing.com
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