Planning+Templates

Two outline/lists of documents for a successful Strategic Plan.



EXECUTIVE SUMMARY

Description of Organization Mission Statement Products and Services Financial Forecast Financing Requirements

HISTORY AND POSITION TO DATE Mission Statement Management Team and Key Personnel History Products and Services Business Structure

MARKET RESEARCH Market Description Target Consumers Geographic Area Market Definition Current Market Opportunities Long-Term Opportunities Competitive Analysis Competitive Advantages Potential Future Competition

BUSINESS STRATEGY Advertising and Promotion Sales and Marketing

OPERATIONS Premises Hours of Operation Equipment Staffing

FORECASTING Revenue Forecast Cash Flow Projections Income Statement Balance Sheet Performance Ratios Break Even Funds Required and Timing Funding Options

BUSINESS CONTROLS Accounting System Quality Control Capacity Long-Term Goals Short-Term Steps for Achieving Goals Risks Associated with Growth