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MIT BUSINESS PLAN TEMPLATE

 

 

Outside cover:
Logo and name, address, phone number, month and year


Inside title page:
Logo and name, address, phone number, CEO, month and year; in lower right corner: Copy Number_____ (can be filled in with pen; shouldnever go higher than 20)

             

              

EXECUTIVE SUMMARY
           

This summary should be no more than two pages when it is included within the business plan, as it is here.  If the Executive Summary (ES) is to be presented separately (as a "mini-business plan"), it is acceptable to make it longer.  Either way, the essential elements for an ES are:

                 Company’s current status

                 Products and services company sells and to whom

                 Benefits, economic and non-economic, to customers

                 Company’s overall objectives 3-7 years into the future and how it will reach
                        them

                 How much money the company requires to achieve objectives

                 How and when the investor is likely to benefit from the investment

 

 

TABLE OF CONTENTS

THE COMPANY

Current Status                                                                                     
Objectives, Near-Term
Objectives, Long-Term

The Management Team

Management Objectives

 

MARKETS AND COMPETITION

The Present Market

User Benefits

Other Customer Benefits

Market, Near-Term

Market, Long-Term

Summary of The Projected Market

Specific Target Markets

Sales Strategy to Reach Objectives

Competition

 

THE PRODUCTS/SERVICES

Theory of Operation

Applications

Product Performance Data

Product Economics and Advantages

Present Product Status

Scale-Up Requirements

Patents and Proprietary Know-how 

 

SELLING                                                                                                          

Current Selling Methods

Selling Methods, Near-term

Selling Methods, Long-term

In-house Sales Support

Pre-contract Sales Costs

Custom Engineering Sales Requirements

Product Pricing and Warranties

 

MANUFACTURING                                                                                             

Facilities Needed

Make/Buy Considerations

Major Purchasing Issues

Second, Third Sourcing Needs

Manufacturing Engineering Support

Quality Control Plans

Staffing Requirements

 

FINANCIAL DATA                                                                                              

Financial History

Expansion Requirements, Budgets

Financial Projections

Summary of Operations Prior to Financing

Current Stockholders, Number of Shares

 

INVESTMENT                                                                                          

Use of Proceeds

Description of the Offering

 

APPENDICES                                                                                          

Management Team Biographies

Other Important Data 

 

 


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