Venture Plan Checklist ...

 COVER PAGE

  1. Venture Title
  2. Tag Line
  3. Logo
  4. Principles and Positions
  5. Contact Information
  6. Copyright and Disclaimers
EXECUTIVE SUMMARY
  1. Description of the Problem or Opportunity
  2. The Business Venture Concept and Solution
  3. Key Business Model and Venture Strategies
  4. Target Market and Projections
  5. Competitive Advantages
  6. The Team
  7. The Offering
THE INDUSTRY AND THE COMPANY
  1. The Industry
  2. The Problem or Opportunity
  3. The Product and Service Solutions
  4. The Company and the Concept
  5. Entry and Growth Strategy
MARKET RESEARCH AND ANALYSIS
  1. Target Market
  2. Customers
  3. Market Trends
  4. Direct and Indirect Competition
  5. Estimated Market Shares Sales
  6. Competitive Advantage
  7. On-going Market Evaluatio
ECONOMICS OF THE BUSINESS
  1. Business Model
  2. Gross and Operating Margins
  3. Profit Potential and Durability
  4. Fixed, Variable, and Semi-variable Costs
  5. Months to Break-even
  6. Months to Reach Positive Cash Flow
MARKETING AND SALES PLAN
  1. Marketing Strategy
  2. Pricing
  3. Sales Strategies
  4. Sales Forecast and Methodology
  5. Distribution
  6. Advertising and Promotion Strategies
DESIGN AND DEVELOPMENT PLAN
  1. Development Status and Tasks
  2. Difficulties and Risks
  3. Product Improvement and New Products
  4. Costs
  5. Proprietary Issues
  6. Intellectual Property Issue
MANUFACTURING AND OPERATIONS PLAN
  1. Operating Cycle
  2. Geographical Location
  3. Facilities and Improvements
  4. Operational Strategy
  5. Operational Plans
  6. Regulatory and Legal Issues
MANAGEMENT TEAM
  1. Organization and Legal Structure
  2. Key Management Personnel
  3. Management Compensation and Ownership
  4. Employment and Other Agreements
  5. Stock Options and Bonus Plans
  6. Board of Directors
  7. Investors and Shareholders
  8. Supporting Professional Advisors and Services
SCHEDULE AND DEVELOPMENT PLAN
  1. Timeline
  2. Development Goals and Strategies
CRITICAL RISKS, PROBLEMS, AND ASSUMPTIONS

THE FINANCIAL PLAN
  1. Actual Income Statements and Balance Sheets
  2. Pro Forma Income Statements
  3. Pro Forma Balance Sheets
  4. Pro Forma Cash Flow Analysis
  5. Break·Even Chart and Calculation
  6. Cost Control Strategies
PROPOSED COMPANY OFFERING
  1. Required Financing
  2. Valuation
  3. Offering
  4. Capitalization
  5. Use of Funds
  6. Return on Investment
SUMMARY
  1. Summary of Business Venture
  2. Mission Statement
  3. Vision Statement
APPENDIXES
  1. Resumes
  2. Product Data Sheets
  3. Marketing Material
  4. Detailed Research
  5. Issues of Sustainability of the Venture
  6. Impact on the Environment
  7. Impact on the Community
  8. Service and Warranty Policies