DBSA BUSINESS PLAN TEMPLATE

Formulate and motivate your capital requirements. Historical financial performance as shown by at least the last three sets of audited annual financial statements and up to date management accounts comprising income statements monthly and year-to-date , balance sheets, and debtors and creditors age analysis; Costing methodology employed, or to be employed, and detailed costings giving a full analysis of cost of sales; Pricing policies giving a full analysis of theoretical and actual mark-up and gross profit percentages; Rebates, discount structures and terms offered to and received from customers and suppliers respectively; Break-even and sensitivity analysis; Details of overdraft and factoring facilities bank, limit, security and interest rate and medium and long term loans; Ensure that your financial projections agree with any other statements in the business plan for example, costs involved in your proposed marketing strategy. Discuss topics such as: Summarise the industry in which you will compete. The following supporting documentation, inter alia, should be included where applicable: Find most of the facts from government statistics and trade organisations. Appendices and supporting documentation.

Franchise information where applicable If the business is a franchise, include what is covered in the management package the franchisor provides in this section. Discuss topics such as: Elaborate on current and planned sales and marketing strategies and promotional activities advertising, exhibitions, promotions, public relations, etc. Formulate and motivate your capital requirements. The product or service Describe the product or service: Market analysis Describe the existing market and its potential for growth; Include a detailed analysis of the size and maturity of the market, trends and seasonality exhibited by the market, and the business’s current and expected market share together with an analysis of the time, resources and actions required to achieve this desired market share; List existing and potential customers, supported by letters of intent, orders on hand, contracts, where applicable; Include a detailed analysis of competitors, the price and quality of their products, service and delivery, and their expected reaction to your activities; Highlight and discuss your competitive advantage.

Discuss definite and possible strengths, weaknesses, opportunities and threats; Give an honest assessment of the risks faced by the business, entrepreneurs and investors in relation to the potential for growth, profitability, and capital appreciation; Discuss strategies that can be implemented to address the risk factors highlighted.

dbsa business plan template

Elaborate on current and planned sales and marketing strategies and promotional activities advertising, exhibitions, promotions, public relations, etc. The mission, and the company’s long and short term objectives in terms of business growth and development, as well possible exit strategies for example: The management structure of the business Show company ownership structure, business units and tsmplate where applicable; Attach an organisation chart showing the functions and responsibilities of directors, key management and staff; Formulate remuneration, incentives, share options, and conditions of employment of key management and directors; Analyse of any deficiencies in management and how these positions are to be filled; Comment on current and future employment levels, labour relations and union membership; Include details of systems to be implemented: Franchise information where applicable If the business is a franchise, include what is covered in the management package the franchisor provides in this section.

  VSC HVDC THESIS

Terms and conditions Disclaimer. Business profile Write a business profile, including the following: Historical financial performance as shown by at least the last three sets of audited annual financial statements and up to date management accounts temolate income statements monthly and year-to-datebalance sheets, and debtors and creditors age analysis; Costing methodology employed, or to be employed, and detailed costings giving a full analysis of cost of sales; Pricing businees giving a full analysis of theoretical and actual mark-up and gross profit percentages; Rebates, discount structures and terms offered to and received from customers and suppliers respectively; Break-even and sensitivity analysis; Details of overdraft and factoring facilities bank, limit, security and interest rate and medium and long term loans; Ensure that your financial projections agree with any other statements in the business plan for example, costs involved in your proposed marketing strategy.

dbsa business plan template

Describe the production and technology: Industry analysis Summarise the industry in which you will compete. For help with the detail of the business plan, such as financial statements and your marketing plan, visit the SME Toolkit South Africa on smetoolkit.

Writing a business plan

Appendices and supporting documentation. Legal and regulatory environment. Financial statements and projections. Formulate and motivate your capital requirements. The summary stands alone and should not refer to other parts of your document. The executive summary is the MOST vital part of the business plan — it has to sell your strategy for success to the investor.

Newspaper clippings, promotional literature, product brochures, market research, trade and industry publications; Partnership, association or shareholders’ agreements; Offers to purchase, purchase and sale agreements; Contracts, orders, letters of intent; Memoranda of understanding, lease, franchise, agency or distribution agreements; Documentation relating to licences, copyrights, trademarks and patents; Quotations or pro-forma invoices for capital items to be purchased; Detailed personal balance sheets of the entrepreneurs; Copies of identity documents and marriage certificates of the entrepreneurs; Schedules of life assurance and endowment policies of the entrepreneurs; Copies of company or close corporation certificates and registration documents; Drawings, work flow charts, plans, factory layouts, maps, etc.

Writing a business plan

Describe the location, premises and, where applicable, production facilities. Describe production processes and capacity, identifying any existing constraints and possible problem areas; Include a detailed analysis of the process of installing and commissioning any new technologies and production processes; Include information on quality assurance systems and procedures, and certification; Details of suppliers and sub-contractors, and any contractual arrangements governing the supply of busijess inputs.

  HOMEWORK ORMISTON SIX VILLAGES ACADEMY

Every business plan should comprise the following sections: Although a guide to writing a businews plan is being made available here, circumstances vary considerably and you will need to tailor your business plan depending on the type of business — technology, manufacturing, service or retail.

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Current trends and developments in the industry; Large and important players in the industry; How the industry is segmented; Problems the industry might be experiencing; National or global events influencing the industry; National and global growth forecasts; How legislation affects the industry for example, how the law limiting smoking in a restaurant affects the industry. Provide monthly projected figures for the first and second year, quarterly figures for years three and four and annual projections thereafter.

Discuss topics such as: Market analysis Describe the existing market and its potential for growth; Include a detailed analysis of the size yemplate maturity of the market, trends and seasonality exhibited by the market, and the business’s current and expected market share businees with an analysis of the time, resources and actions required to achieve this desired market share; List existing and potential customers, supported by letters of intent, orders on hand, contracts, where applicable; Include a detailed analysis of competitors, the price and quality of their products, service and delivery, and their expected reaction to your budiness Highlight and discuss your competitive advantage.

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Describe in full the product or services offered by the business, the innovative features of these products and services, temp,ate the competitive edge they afford the business over rivals in the market; The expected product life cycle where applicable; Include descriptions of key technologies employed and current and future research and development.

Information temolate the background and history of the business; Indicate the business form proprietorship, close corporation, company ; Is it a new business, take over, expansion, franchise? Sales and marketing strategy. The product or service Describe the product or service: Discuss topics such as:.