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Business Plan Outline

BUSINESS PLAN OUTLINE
based on
Anatomy of a Business Plan & Automate Your Business Plan
© 2007 Linda Pinson


The following pages provide a suggested outline of the material to be included in your business plan. Your final plan may vary according to your specific needs or individual requirements of your lender or investor.

I. COVER SHEET: Serves as the title page of your business plan.

• Name, address, and phone number of the company.
• Name, title, address, phone number of owners/corporate officers.
• Month and year your plan was prepared.
• Name of preparer.
• Copy number of the plan.

II. EXECUTIVE SUMMARY (or Statement of Purpose)

This is the thesis statement and states business plan objectives. Use the key word approach (who, what, where, when, why, how, how much) to summarize the following:

• Your Company (who, what, where, when).
• Who your management is and What their strengths are.
• What your objectives are and Why you will be successful.
• If you need a financing, why you need it, how much you need and how you intend to repay the loan or benefit the investor.
Note: Do not write the executive summary (statement of purpose) until you have completed your business plan! It is a summary and reflects the contents of the finished plan.

III. TABLE OF CONTENTS (Quick reference to major topics covered in your plan)

IV. PART I: THE ORGANIZATIONAL PLAN

What is included? This section should include a "summary description of your business" statement followed by information on the "administrative" end of your company.

A. SUMMARY DESCRIPTION OF THE BUSINESS

In a paragraph or two give a broad overview of the nature of your business, telling when and
why the company was formed. Then complete the summary by briefly addressing:

• mission (projecting short- and long-term goals)
• business model (describe your company's model and why it is unique to your industry)
• strategy (give an overview of the strategy, focusing on short- and long-term objectives)
• strategic relationships (tell about any existing strategic relationships)
• SWOT Analysis (strengths, weaknesses, opportunities, and threats that your company will face, both internal and external)

B. PRODUCTS OR SERVICES

• If you are the manufacturer and/or wholesale distributor of a product: Describe your products. Tell briefly about your manufacturing process. Include information on suppliers and availability of materials.
• If you are a retailer and/or an e-tailer: Describe the products you sell. Include information about your sources and handling of inventory and fulfillment.
• If you provide a service: Describe your services List future products or services you plan to provide.

C. INTELLECTUAL PROPERTY

• Address Copyrights, Trademarks, and Patents
• Back up in Supporting Documents with registrations, photos, diagrams, etc.

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Resources - Montreal Region

Entrepreneurship Assistance – Montreal Region

Last Verified: 2007-10-09

This document contains contact information for the key economic development stakeholders in the Montreal region.

TABLE OF CONTENTS

1. Government of Québec
2. Government of Canada
3. Economic Development Organisations
3.1 Local Development Centres (CLDs)
3.2 Local Employment Centres (CLEs)
3.3 Carrefour jeunesse-emploi (CJE)
3.4 Community Economic Development Corporations (CEDCs) and others
4. Regional Information Portals

1. GOVERNMENT OF QUÉBEC

Investissement Québec
Investissement Québec is in the service of Québec businesses by offering financing products that work for companies, cooperative businesses and non-profit organizations at every stage: start-up, expansion, export, R&D activities, merger and acquisition. For more information, contact your local office or visit  http://www.investquebec.com/en/index.aspx?

Région est de Montréal
7100, Jean-Talon Est, bureau 1250
Montréal (Québec) H1M 3S3
Tel.: 1 866 870-0437

Région ouest de Montréal
393, St-Jacques, bureau 500
Montréal (Québec) H2Y 1N9
Tel.: 1 866 870-0437

 

Saint-Laurent
3300, boul. Côte-Vertu, bureau 210
Montréal (Québec) H4R 2B7
Tel.: 1 866 870-0437

Ministère du Développement économique, de l'Innovation et de l'Exportation (MDEIE)
The mission of the MDEIE is to support economic and regional development as well as research promoting coordination and dialogue among various economic and scientific players to support job creation, economic prosperity, scientific development, and sustainable development. For more information, contact your local office or visit http://www.mdeie.gouv.qc.ca/page/web/portail/en/

380, rue St-Antoine Ouest, 4e étage S-O
Montréal (Québec) H2Y 3X7
Tel.: 514 499-2550, 1 866 463-6642
Fax: 514 873-9913

Ministère de la Culture et des Communications et de la Condition féminine
The mission of the ministère de la Culture et des Communications et de la Condition féminine is to promote the affirmation, expression, and democratisation of culture and the development of communications in Québec and to promote their expansion overseas. It maximizes spin-offs in terms of artistic quality and the enrichment of the community and promotes the regional, national, and international development of companies and organisations involved in culture and communications. For more information, contact your local office or visit  http://www.mcc.gouv.qc.ca/ (In French only)

480, boul. Saint-Laurent, bureau 600
Montréal (Québec) H2Y 3Y7
Tel.: 514 873-2255
Fax: 514 864-2448
This e-mail address is being protected from spambots. You need JavaScript enabled to view it This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Ministère de l'Agriculture, des Pêcheries et de l'Alimentation du Québec (MAPAQ)
The mission of MAPAQ is to influence and support the sustainable development of Québec's bio-food industry through actions targeting the production, processing, marketing, and consumption of agricultural and seafood products. It also plays an important role in research and development, education, and training. For more information, contact your local office or visit  http://www.mapaq.gouv.qc.ca/fr/accueil (In French only)

867, boul. de l'Ange-Gardien, C.P. 3396
L'Assomption (Québec) J5W 4M9
Tel.: 450 589-5781, 1 888 222-6272
Fax: 450 589-7812

Revenu Québec
The role of Revenu Québec is to administer taxation-related social programs, as well as any other tax-collection and redistribution program entrusted to it by the government. Revenu Québec makes recommendations to the government concerning fiscal policy and programs. For more information, contact you local office or visit http://www.revenu.gouv.qc.ca/eng/ministere/index.asp

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Business Coaching

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