Table of Contents

PPT Slide How to Develop Your Business Plan Automate Your Business Plan Software . . . A Snap Shot of The Main Menu I. The Cover Sheet II. Statement of Purpose (same as the mission statement) III. Table of Contents IV. Part 1 - THE ORGANIZATIONAL PLAN A. DESCRIPTION OF THE BUSINESS B. PRODUCTS OR SERVICES C. LEGAL STRUCTURE D. LOCATION E. MANAGEMENT F. PERSONNEL G. ACCOUNTING H. INSURANCE I. SECURITY V. PART II - THE MARKETING PLAN A. TARGET MARKET B. COMPETITION C. METHODS OF DISTRIBUTION D. PROMOTION D. PROMOTION (Continued) E. PRICING F. PRODUCT DESIGN G. TIMING OF MARKET ENTRY H. LOCATION

I. INDUSTRY TRENDS VI. PART II - FINANCIAL DOCUMENTS A. SUMMARY OF FINANCIAL NEEDS Create Your Financial Documents B. LOAN FUND DISPERSAL C. PRO FORMA CASH FLOW STATEMENT (Budget) D. THREE-YEAR INCOME PROJECTION Build Your Cash Flow Projections E. BREAK-EVEN ANALYSIS F. BALANCE SHEET G. PROFIT & LOSS STATEMENT (Income Statement) H. FINANCIAL STATEMENT ANALYSIS I. BUSINESS FINANCIAL HISTORY VII. PART IV- SUPPORTING DOCUMENTS A. PERSONAL RESUMES B. OWNERS' FINANCIAL STATEMENTS C. CREDIT REPORTS D. COPIES OF LEASES, MORTGAGES, PURCHASE AGREEMENTS, ETC. E. LETTERS OF REFERENCE F. CONTRACTS G. OTHER LEGAL DOCUMENTS H. MISCELLANEOUS DOCUMENTS PUTTING YOUR PLAN TOGETHER Putting Your Plan Together Continued KEEP YOUR BUSINESS PLAN UP-TO-DATE!!! Presentation Acknowledgements