Guide to Business Plan Writing, 2nd Edition

Table of Contents

Chapter 1: Executive Summary

Chapter 2: Introduction

• The Purpose of a Business Plan
• The Purpose of This Guide

Chapter 3: Planning the Business

• Introduction
• The Product or Service
• The Market
• The Competition
• The Intellectual Property
• The Regulatory Environment
• The Strategy
  • Research and Development
  • Production
  • Market Entry
• The Team
• The Corporate Structure
• The Operations
• The Financials
• The Simplicity
• The Iteration
• Additional Considerations

Chapter 4: Writing the Plan

• Your Audience
• The Thesis Statements
• The Support
• The Execution
• Section 3: Writing the Plan
  • Responsibilities of the Writer
  • Introduction to the Template
• Executive Summary
  • The Opening
  • The Flow
• An Overview of the Company
• Market
  • Description
  • Size and Growth Rates
  • Trends
  • Unmet Needs
  • Rate of Adoption
  • Pricing
  • Potential Share of Your Product or Service
• The Technology
  • Current Status
  • Matching the Technology with the Market
• Future Development
• The Intellectual Property (IP)
  • Freedom to Operate
  • Current IP
  • Future IP
• The Regulatory Environment (If Applicable)
• The Competition
• The Strategy
• Research and Development
• Commercialization
  • Production
  • Distribution
• Marketing
• The Timelines
• The Operations
• The Team
  • Current Team and Why It Is Capable
  • Future Hires
• Risks
• Financials
  • Financing Strategy
  • Historical Financials
  • Projections
  • Exit Strategy
• The Investment Opportunity
• The Appendices
  • Additional Market Information
  • Detailed Technical Information
  • Financial Documents
  • Biographies of Team Members
  • Additional Information

Appendix 1: Sample Business Plan

Appendix 2: Example Financial Statements and Notes to the Financial Statements

Appendix 3: Example Pro forma Financial Statements for a Drug Development Company over 2 years by Quarter

Table of Exhibits

• Exhibit 3.1 Example of a Top-Down Model (In $ millions)
• Exhibit 3.2 Example of a Bottom-Up Model (In $ millions)
• Exhibit 3.3 Additional Examples of Bottom-Up Models
• Exhibit 3.4 Examples of Incorporating Growth Rates (In $ millions)
• Exhibit 4.1 Your Audiences
• Exhibit 4.2 Representative Comparative Analysis
• Exhibit 4.3 Representative Gantt Chart for Technology Development