Transcript [Company Name]

DRAFTING A
WINNING
BUSINESS PLAN
[Compiled by:]
PURPOSE OF BUSINESS PLAN
 Creating written document reveals so much about you
and your business skills.
 Your writing tells the reader about your educational and
business knowledge background, and also pride in your
work and business expertise.
 It express your business ideas clearly and the turn over
profit in the future years.
 It also used as a tool in-terms of applying for a business
loan or grand support.
COVER PAGE OF THE BUSINESS
PLAN
 This is the first page covering the Contents of a
business plan.
 It should reflect the information such as:
1. Name of the proposed business
2. Location of the business/ municipal/district
3. Trading name of the entity
4. Organization/company compiled the plan
5. Date on which the plan was compiled
TABLE OF CONTENTS
BUSINESS PLAN
 These are the elements that need to be adhered to,
when compiling a business plan.
 It also form the basis of a viable and sustainable of
the proposed business
 Serves and gives the reader a direction of what
topics are stated
 It must includes topics and page number
 Business plan topics must includes the following:
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Executive Summary
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This is the most important part of the plan, as it
gives a brief overview of what the business is
all about and what to achieve in the future.
This is the part that will make the reader more
interested on the entire documents
Therefore it must be drafted with courtesy, and
the total cost implications of the proposed
business should also be indicated in this
summary. (Highlights/ Start-up requirements)
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Objectives and Mission Statement
 A clear statement of your company’s long-term
mission. Try to use words that will help direct the
growth of your company, but be as concise as
possible.
 Also indicates the short, medium and long term
objectives of the entity in business
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Company Summary
 Describe the key fundamental of the business and
products/services offered.
 List CEO/Director and key management by name.
 List the Governing Values of the company on
which the members commit themselves upon.
 Include previous accomplishments to show these
are people with a record of success.
 Summarize number of years of experience in this
field.
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Start-up Summary
 Start-up expenses must be tabulated including all
relevant materials, labour cost in advice before
profit margin picks up.
 Also it must includes start-up assets, start-up stock
to fund.
 Fixed assets must also be included as it may be
used as security if needed.
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Products/ Services Summary
 Describe the products or services your company is
intending to offers
 Categorise and explain your products/services
according to your targets customers demand
 Explains how your company will market your
products or services.
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Markets and Industry Analysis Summary
 Market: past, present, & future: (Market segmentation)
– Review the distinct segments markets your company
will inter onto.
– Also reveal the strength of those markets in the future.
 Industry: past, present, & future:
– Overview the industry analysis in which your company
is entering in-terms of growth and its strength.
– Illustrate on Competition and Buying Patterns.
(how your company intend to target the existing
markets on the same industry)
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Strategy and Implementation Summary
 Clearly define the target markets that your
company have differentiated itself on
 State the unique strategies that your company will
place to penetrate the markets.
 Summaries the implementation plan that your
company will follow to meets with markets
demand.
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SWOT Analysis Summary
 SWOT analysis is a summary of the external and
internal environment analysis discussed on
previous chapters.
 It deduces the key Strength, Weakness,
Opportunities and Threats surrounding your
business
• Strengths- Describe the passion, drive, enthusiasm
and commitment demonstrated by your company.
• Weakness- State the current challenges that may
result to the down fall for the business and explain
how the company intend to over come that.
• Opportunities- state the existing opportunities for
the business in the future and the possibilities of
growth in sales and profit of the entity.
• Threats- State the threats from direct and indirect
factors that may stabilize your business and be
liquidated.
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Marketing Strategy Summary
 Explain the markets that your business will
penetrates together with markets plans.
 states the strategies, focus areas and initiatives
shown by your company
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Sales Strategy Summary
 Sales strategies must be clearly defined in a
separated page.
 Sales assumptions for period of (5) five years must
be tabulated on a graph.
 Cost profit must be subtracted from Sales profit to
give out the Gross profit
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Management Summary
 The company’s management team is one of its
strengths,
 Mention all the management positions and briefly
explain on their daily ditties.
 Personnel plan for all employees must be clearly
indicated by means of company organo-gram.
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Management SummaryMonitory& Evaluation Plan
 Monitory and Evaluation plan must also be included
on the Management summary plan.
 This section should give an indication on how the
project/business will be monitored so as to be in a
position to track the progress.
 Evaluation involves the extent in which the
project/business has met its objectives and if not,
which corrective measures to be placed.
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Social and Labour Plan
 This section explains how your business will improve
Social and Economic of the people and the places
where its operates in-terms of:
• Human Resource Development Programme
the primary objective of (HRDP) is to ensure the
availability of production on specific production unit
throughout specific skills and competencies of
workforce. Which must include1. Skill development plan
2. Employment equity plan
• Local Economic Development Programme
the primary objective of (LEDP) is to ensure poverty
eradication and community up-lift in the place from
which majority of workforce is being out-sourced.
This must include1.
2.
3.
4.
5.
6.
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Social and economic background information of the area
Key economic activities
The impact that the business will bring on the community
Poverty eradication plan on employees and community
Social changes
Technological changes
Legislative changes
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Financial Plan
 Financial risks: Describe the financial risks that
may lead to financial impacts.
 Cash flow forecast plan: that defines financial
model, pricing assumptions, ruling prices and
reviews yearly expected sales and profits for the
next five years.
 Use several slides to cover this material
appropriately.
END OF PRESENTATION!!
 For more information:
Visit us: www.bbkbusiness.co.za
E-mail: [email protected]
Tel/Fax: (+27)17-8265 396
Cell : (+27)73-0402 313
 22 Jamyns street Piet Retief 2380.

QUESTIONS!