Business Plan

A Business Plan is a formal statement of a set of business goals, the reasons why they are believed attainable, and the plan for reaching those goals. It may also contain background information about the organization or team attempting to reach those goals.

Business plans may also target changes in perception and branding by the customer, client, tax-payer, or larger community. When the existing business is to assume a major change or when planning a new venture – a 3 to 5 year business plan is required since investors will look for their annual return in the 3 to 5 year time. As a rule the Business Plan should have at least five years perspective and as long as 20 to 30 years.

There are numerous ways and suggestions as to how to build a business plan. Our Template is based on more than 40 years of experience and inspired by the award winning book written by Richard Stutely and promoted and rewarded twice by the Financial Times as the best Business Plan ever.

The plan covers 44 pages. A Business Plan should aim to be not more than 50 to 60 pages.

Table of Contents

1.0         Business Plan
1.1         Contacts
1.2         Sale Representatives
2.0         Table of Contents
3.0         Opening-up the Highway to Banking
3.1         Abbreviations
3.2         Statement
3.3         Templatel Limited
4.0         Executive Summary
4.1         Management
4.2         Executive Management Team
4.3         Board of Directors
4.4         Advisory Board
4.5         Joint Ventures
4.6         Official Partners & Memberships
4.7         Product
4.8         Patent
4.9         Market
4.10       Commercial Considerations
4.11       Development Cost
4.12       Financial Forecast
4.13       Investment
4.14       Use of Funds
4.15       Company Valuation
4.16       Why we will Become a Successful Company
5.0         General Company Description
5.1         Mission Statement
5.2         Company Goals and Objectives
5.3         Business Philosophy
5.4         The Logo
6.0         Products and Services
6.1         Product Development
6.2         User Interface
6.3         Marketing Channel
6.4         Product Installation
6.5         Security
7.0         Distribution, Sales & Marketing Plan
7.1         Demand
7.2         Sales Channels
7.3         Distribution Strategy
7.4         Pricing
7.5         Fee Structure
7.6         Competition
7.7         A Selection of Competitors
7.8         Competitor Summary
7.9         Barriers to Entry
8.0         Management and Organisation
8.1         Management Team
8.2         Service Providers
8.3         Organisation
8.4         Location
9.0         Financial Plan
10.0       Exit Strategies
11.0       Conclusion
12.0       Appendices
Financial Business Plan Section B
The Patent
Company Incorporation Certificate
UK Trade & Investment’s Global Entrepreneur Prog
Product Presentation
The  Security Description
The Comparison Document
Board of Directors and Management CVs
Agreement & Instructions to Members of the Board
Agreement & Instructions to Members of the Board
Share Offering/Term Sheet
Introduction Agreement
Joint Venture Agreement
The Sybase 365 Banking Report
Letter of Recommendation from X Bank
Background Note on Banking in India
Banking Report South Africa
Executive Investor Summary
Appendix A – The Competitive Set
Appendix B- Use of Banks
Appendix C – Team Member Bio’s

If you would like to have the text, just contact us and let us know what kind of business you are in and we will try to find you something worth building on. Remember we can only give you the guidelines. A true Business Plan must be a genuine live document able to stand on its own feet. Best of luck!


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