SBA Business Plan Template
The information provided is directly from the SBA website. This is what your
business plan should include.
Part 1: The Executive Summary
The executive summary is the most important section of your business plan. It provides a concise
overview of the entire plan along with a history of your company. This section tells your reader
where your company is and where you want to take it. It's the first thing your readers see;
therefore it is the thing that will either grab their interest and make them want to keep reading or
make them want to put it down and forget about it. More than anything else, this section is
important because it tells the reader why you think your business idea will be successful.
The executive summary should be the last section you write. After you've worked out all the
details of your plan, you'll be in a better position to summarize it - and it should be a summary
(i.e., no more than 4 pages).
Contents of the Executive Summary
The Mission Statement - The mission statement briefly explains the thrust of your
business. It could be two words, two sentences, a paragraph, or even a single image. It
should be as direct and focused as possible, and it should leave the reader with a clear
picture of what your business is all about.
Date business began
Names of founders and the functions they perform
Number of employees
Location of business and any branches or subsidiaries
Description of plant or facilities
Products manufactured/services rendered
Banking relationships and information regarding current investors
Summary of company growth including financial or market highlights (e.g. your company
doubled its worth in 12-month period; you became the first company in your industry to
provide a certain service)
Summary of management's future plans - With the exception of the mission statement, all
of the information in the Executive Summary should be highlighted in a brief, even
bulleted, fashion. Remember, these facts are laid out in-depth further along in the plan.
If you're just starting a business, you won't have a lot of information to plug into the areas
mentioned above. Instead, focus on your experience and background as well as the decisions
that led you to start this particular enterprise. Include information about the problems your target
market has and what solutions you provide. Show how the expertise you have will allow you to
make significant inroads into the market.Tell your reader what you're going to do differently or
better. Convince the reader that there is a need for your service or product, then go ahead and
address your (the company's) future plans.
To assist the reader in locating specific sections in your business plan, include a table of contents
directly following the executive summary. Make sure that the content titles are very broad; in
other words, avoid detailed descriptions in your table of contents.
Part 2: Market Analysis
SBA Business Plan Template PDF
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