DBSA BUSINESS PLAN TEMPLATE

The product or service Describe the product or service: Financial statements and projections. 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. Please turn on JavaScript and try again. Elaborate on the business’s past achievements and strengths, past problems and weaknesses, and critical success factors. Although a guide to writing a business 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. But, the basics remain the same.

Sales and marketing strategy. Describe the production and technology: 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. Turn off more accessible mode. The summary stands alone and should not refer to other parts of your document.

Writing a business plan

The product or service Hemplate the product or service: 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 key inputs.

Turn off more accessible mode. But, the basics remain the same.

Find most of the facts from government statistics and trade organisations. The executive summary is the MOST vital part of the business plan — it has to sell your strategy for success to the investor.

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: Describe the production and technology: Appendices and supporting documentation.

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Franchise information where applicable If the templwte is a franchise, include what is covered in the management package the franchisor provides in this section. Discuss topics such as: Therefore, although it is at the beginning of the document, it is usually written last to capture the essence of the plan.

dbsa business plan template

The summary is an overview of the entire plan and must contain the highlights of the business plan and summaries of each section. Legal and regulatory environment.

dbsa business plan template

Formulate and motivate your capital requirements. Describe busineess full the product or services offered by the business, the innovative features of these products and services, and 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.

Historical financial performance as shown by at templaye the last three sets of audited annual financial statements businesss up to date management accounts comprising income statements monthly and year-to-datebalance sheets, and debtors and creditors vbsa 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.

Writing a business plan

The following supporting documentation, inter alia, should be included where applicable: Terms and conditions Disclaimer. If the business is a franchise, include what is covered in the management package the franchisor provides in this section. Every business plan should comprise the following sections: 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.

Although a guide to writing a business 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. Sales and marketing strategy.

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dbsa business plan template

Turn on more accessible mode. A cover or title page. Describe the location, premises and, where applicable, production facilities.

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. Please turn on JavaScript and try again. 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.

Elaborate on current and planned sales and marketing strategies and promotional activities advertising, exhibitions, promotions, public relations, etc. Financial statements and projections. Elaborate on the business’s past achievements and strengths, past problems and weaknesses, and critical success factors.

Information on the background and history of the business; Indicate the business form proprietorship, close corporation, company ; Is tmplate a new business, take over, expansion, franchise?

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.