Sample Outline ata 1 ONE PAGE SUMMARY 2. EXECUTIVE SUMMARY 3. OPERATIONS AND PRODUCTS/SERVICES OFFERED ‘a, Company History and/or Origins b. Company Mission Vision Goals ¢, Services Offered/Description of Business Model Cost Structure ii, Margins 4d. Case Studies or successes . Existing organizational structure i, Payroll/Employee Count Customer Service |. Service Delivery 4. TARGET MARKET ‘a, Target customer/client demographics and description b. Market Size c. Market Trends (i.e. Growth, measures of customer demand) 4. Customer Identification Methodology e, Market Mapping. Competitors ii, Strategic Partners if. Other important market players iv. Relative positioning and competitive advantages 5. SALES AND MARKETING ‘a, Marketing i, Customer Databases ii, Lead Generation iii. Qualifying Leads (Turning leads into prospects) ales i, Sales Methodology/Strategy (for each product or service) Conversion Rates and Sales Cycle . Sales Targets 6. IMPLEMENTATION ‘a. Key Activities b: Milestones e. Work plan or Timeline 7. MANAGEMENT SUMMARY ‘a. Executive Management Team 1b. Positions to be Filled 8. FINANCIALS: ‘a, Financial Projections b. Assumptions ¢. Breakeven Analysis (if company is not yet profitable) 9. RISKS AND PERFORMANCE METRICS ‘a. Top 3-5 metrics driving business plan b. Risks from market, industry, and economy 10. APPENDICES ‘a, Supporting research reports 1b. Client Lists c, Newspaper Articles, Awards, press clippings 4. Complete Financial Model