CONFIDENTIAL

SMALL BUSINESS PLAN TEMPLATE

BUSINESS PLAN
COMPANY NAME

DATE PREPARED
00/00/0000

CONTACT

Contact Name
Contact Email Address
Phone Number

Street Address
City, State and Zip

webaddress.com

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TABLE OF CONTENTS
1. EXECUTIVE SUMMARY.................................................................................................................................................................... 3
2. FINANCIAL HIGHLIGHTS................................................................................................................................................................. 4
3. FINANCING REQUIREMENTS.......................................................................................................................................................... 4
4. COMPANY BACKGROUND.............................................................................................................................................................. 5
4.1 OVERVIEW............................................................................................................................................................................... 5
4.2 TEAM......................................................................................................................................................................................... 6
4.2.1 MANAGEMENT TEAM....................................................................................................................................................... 6
4.2.2 ADVISORY BOARD............................................................................................................................................................ 7
5. MARKET ANALYSIS.......................................................................................................................................................................... 8
5.1 PROBLEM & SOLUTION......................................................................................................................................................... 8
5.1.1 THE PROBLEM.................................................................................................................................................................... 8
5.1.2 OUR SOLUTION.................................................................................................................................................................. 8
5.2 TARGET MARKET................................................................................................................................................................... 9
5.2.1 MARKET SIZE..................................................................................................................................................................... 9
5.2.2 SEGMENT 1.......................................................................................................................................................................... 9
5.2.3 SEGMENT 2.......................................................................................................................................................................... 9
5.3 COMPETITION........................................................................................................................................................................ 10
5.3.1 CURRENT ALTERNATIVES TARGET BUYERS ARE USING.....................................................................................10
5.3.2 OUR COMPETITIVE ADVANTAGES..............................................................................................................................10
6. EXECUTION....................................................................................................................................................................................... 11
6.1 PRODUCT OR SERVICE OFFERINGS.................................................................................................................................11
6.1.1 PRODUCT OR SERVICE................................................................................................................................................... 11
6.2 SALES & MARKETING PLAN.............................................................................................................................................. 12
6.2.1 MARKETING PLAN.......................................................................................................................................................... 12
6.2.2 SALES PLAN...................................................................................................................................................................... 13
6.3 OPERATIONS.......................................................................................................................................................................... 14
6.3.1 LOCATIONS & FACILITIES............................................................................................................................................. 14
6.3.2 TECHNOLOGY USED TO OPERATE BUSINESS..........................................................................................................14
6.3.3 EQUIPMENT & TOOLS NEEDED TO OPERATE BUSINESS.......................................................................................15
6.4 MILESTONES & METRICS.................................................................................................................................................... 16
6.4.1 MILESTONES..................................................................................................................................................................... 16
6.4.2 KEY PERFORMANCE METRICS.....................................................................................................................................16
7. FINANCIAL PLAN............................................................................................................................................................................. 17
7.1 FORECASTS............................................................................................................................................................................ 17
7.1.1 KEY ASSUMPTIONS......................................................................................................................................................... 17
7.1.2 REVENUE FORECAST...................................................................................................................................................... 18
7.1.3 EXPENSE FORECAST....................................................................................................................................................... 18
7.1.4 NET PROFIT (OR LOSS) FORECAST..............................................................................................................................19
7.2 FINANCING............................................................................................................................................................................. 20
7.2.1 SOURCES OF FUNDING................................................................................................................................................... 20
7.2.2 USE OF FUNDING............................................................................................................................................................. 20
7.3 FINANCIAL STATEMENTS.................................................................................................................................................. 21
7.3.1 PROFIT & LOSS................................................................................................................................................................. 21
7.3.2 BALANCE SHEET............................................................................................................................................................. 22
7.3.3 CASH FLOW STATEMENT.............................................................................................................................................. 23
8. APPENDIX.......................................................................................................................................................................................... 24

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1. EXECUTIVE SUMMARY

Write this section last and summarize all the key points in your business plan in less than two pages. This is your
opportunity to capture the attention of your reader and gain buy-in.

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2. FINANCIAL HIGHLIGHTS

Note: Insert a chart here showcasing your key financial data. Tools like Smartsheet can automatically create charts and
updates with real-time changes.

3. FINANCING REQUIREMENTS
If applicable

If you seek to raise money for your business, include a concise summary of those elements for which you need
funding.

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4. COMPANY BACKGROUND
4.1 OVERVIEW

Provide a description of the overall nature of your business and the industry in which it operates. Include details
like industry trends, demographics, and governmental and economic influences.

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4.2 TEAM
4.2.1 MANAGEMENT TEAM

Detail the name, role, and relevant experience of each key team member.

4.2.2 ADVISORY BOARD

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5. MARKET ANALYSIS
5.1 PROBLEM & SOLUTION
5.1.1 THE PROBLEM

5.1.2 OUR SOLUTION

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5.2 TARGET MARKET
5.2.1 MARKET SIZE

5.2.2 SEGMENT 1

5.2.3 SEGMENT 2

If applicable, add as many segments as necessary.

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5.3 COMPETITION
5.3.1 CURRENT ALTERNATIVES TARGET BUYERS ARE USING

5.3.2 OUR COMPETITIVE ADVANTAGES

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6. EXECUTION
6.1 PRODUCT OR SERVICE OFFERINGS
6.1.1 PRODUCT OR SERVICE

Describe the product or service you are offering, how it benefits the buyer, and its unique selling proposition.

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6.2 SALES & MARKETING PLAN
6.2.1 MARKETING PLAN

Describe your marketing objectives and strategy here, including costs, goals, and plan of action.

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6.2.2 SALES PLAN

Outline how you plan to do the following: nurture leads; convert prospects into customers; and increase the lifetime
value of a customer.

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6.3 OPERATIONS
6.3.1 LOCATIONS & FACILITIES

6.3.2 TECHNOLOGY USED TO OPERATE BUSINESS

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6.3.3 EQUIPMENT & TOOLS NEEDED TO OPERATE BUSINESS

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6.4 MILESTONES & METRICS
6.4.1 MILESTONES
MILESTONE DESCRIPTION COMPLETION DATE

6.4.2 KEY PERFORMANCE METRICS

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7. FINANCIAL PLAN
7.1 FORECASTS
7.1.1 KEY ASSUMPTIONS

Provide insight into how you came up with the values in your financial projections (e.g., past performance, market
research). Describe the growth you are assuming and the profit you anticipate generating as a result of that growth.

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7.1.2 REVENUE FORECAST
Include a chart that shows your projected revenue.

7.1.3 EXPENSE FORECAST

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7.1.4 NET PROFIT (OR LOSS) FORECAST
Include a chart that shows your projected net profit or loss.

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7.2 FINANCING
7.2.1 SOURCES OF FUNDING

7.2.2 USE OF FUNDING

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7.3 FINANCIAL STATEMENTS
7.3.1 PROFIT & LOSS

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7.3.2 BALANCE SHEET

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7.3.3 CASH FLOW STATEMENT

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8. APPENDIX

This section contains data that backs up and supports the information you shared in your business plan. The information
you provide in this section can include detailed market research, a competitive analysis, relevant data about your product
and service offerings, and any other information to help gain investor and stakeholder buy-in.

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DISCLAIMER

Any articles, templates, or information provided by Smartsheet on the website are for reference only. While we
strive to keep the information up to date and correct, we make no representations or warranties of any kind,
express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the
website or the information, articles, templates, or related graphics contained on the website. Any reliance you
place on such information is therefore strictly at your own risk.

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