Level 3 Business Plan Table of Contents EXECUTIVE SUMMARY Legal Description Business History & Description Current Status Future Plans Key Management MISSION & VISION Mission Statement Core Values Core Purpose PRODUCT & SERVICE DESCRIPTION Overview of Products & Services Product & Service Advantages Proprietary Features Product Development Activities Product Liability MARKET ANALYSIS Market Segmentation Market Trends & Growth Patterns Market Size and Potential INDUSTRY ANALYSIS Industry Overview Industry Participants Industry Trends & Growth COMPETITIVE ANALYSIS Competitive Overview Market Share Analysis Direct Competitors Indirect Competitors Competitive Advantages Barriers to Entry SALES & MARKETING PLAN Sales Goals Marketing Goals Target Market Positioning SWOT Branding Pricing Strategy Marketing Strategies (Promotion & Advertising) Public Relations Customer Service
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Distribution Channels WEBSITE PLAN Website Goals Website Marketing Strategy Development Requirements OPERATIONS PLAN Location Property Ownership / Lease Terms Equipment Purchasing Policies Manufacturing Process Quality Control Measures Staffing and Training Labor Considerations Organizational Chart MANAGEMENT TEAM Key Management Board of Advisors Board of Directors Professional Service Providers FINANCIAL PLAN Financial Summary Current ownership Summary Projected Start-up Expenses Assumptions Sales Projections Personnel Projections Profit & Loss Projections Cash Flow Projections Balance Sheet Projections Funding Request Sources and Uses of Funds Exit Strategy Historical Financials Break-Even Analysis Financial Ratios APPENDICES Product Samples/Pictures Management Resumes Business Location Site Information Legal Documents Other Critical Data
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