Purpose typical structure of a business plan for an investment project

The main sections that contain a typical structure of a business plan for an investment project:

1. The title page of the business plan - contains the name of the company, its legal and actual addresses, telephones, e-mail and website address (if any), the name and full details of the owners of the company, the name and very briefly (in one sentence) - the essence of the project, information about performers of the project and the date of its preparation.

2. Project summary - represents the main provisions, essence, "extracts" from the project, its main conclusions. The purpose of the resume is to interest the investor and make him familiarize himself with the content of the business plan in more detail. The volume of a project summary in a business plan is usually 2-3 pages of text, which should be composed in simple words without using terminology and in simple sentences. The resume should show the investor the profitability and prospects of investments in the presented investment project.

3. The description of the company - the author of the investment project - contains basic information about the company that offers this investment project, its full details, information about the founders and their details, company goals, management information, company history, achievements, organizational structure, main products, and place companies on the market.

4. Description of a product or service - includes information about a product or service, its main characteristics, main consumers, consumer properties of the product, differences from existing analogues, information on patents and licenses.

5. Marketing analysis - contains information about the products available on the market, competitors' products, comparison of the characteristics and consumer qualities of competitors' products and the proposed product, information about the names of competitors and their details, competitors' prices and their strategy for promoting goods.

Marketing analysis is the very first and very important stage in writing a business plan. The most important section in marketing analysis is to determine the volume of the sales market for products, the market share of competitors, and determine the motivation of buyers to make a purchase decision.

The main task of this section of the business plan is to answer the questions - how much and what kind of goods the market requires, at what price and why consumers are ready to buy it. This section should also provide an analysis of the state and development trends of the industry, the average profitability and production volumes of enterprises in the industry, the degree of development of competition and barriers to entry into it.

6. Product promotion strategy - here the main thing is to define a market niche, i.e. what exactly and for what categories of consumers the product is intended, quantitative and qualitative analysis of consumers, where they are located, what methods and channels of distribution are proposed to sell the product or service. Provides information on the strategy of advertising a product or service, marketing costs, pricing, policy when working with customers. This section of a business plan is often its weakest point and may not be well developed by an inexperienced business planner.

7. Production - if it is a manufacturing enterprise, this section of the business plan includes information about the selected production technology, the motivation for its choice, a description of the main technological processes of the enterprise, the scheme of its work, the arrangement of equipment. If reconstruction or construction is planned, then a description of technical solutions, their feasibility study and calculations of the costs of reconstruction or construction are provided.

The section provides calculations of the need for materials and raw materials for the production of products, the costs of their purchase, price dynamics, analysis of suppliers, maintenance costs and scheduled repairs of equipment. If the specifics of production require it, information is provided on the need to purchase licenses and other permits and approvals, labor safety requirements.

If an investment project of a trade or service enterprise is being developed, this section of the business plan is made in more detail. It includes a significantly larger amount of information about suppliers, their assessment and selection, needs for specific goods and their groups, procurement methods, needs for warehouse and retail space, their geographic location and the availability of demand for the offered goods at each outlet and for each product. Suppliers also provide information on their location, give a brief description and provide details.

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