Title Page
Executive Summary
Table of Contents
1. Business Description:
- Mission Statement; Business Goals; Business Background (History
of the Business, New Opportunities and Key Success Factors for the
Business).
- Business Structure (Management Team, Management Organization
Chart, Board of Directors, Member-owners, Business Advisors).
2. Marketing Plan
- Product or Service Description (Specifications; Development
Stage; Copyrights, Patents and Trademarks; Research and Development
Activities).
- Market Research and Analysis (Industry Analysis; Target Market
Analysis, Description and Size; Sales Volume Potential; Secondary
Target Markets and Key Characteristics).
- Product or Service Testing.
- Competitive Analysis (Description of Competition; Strengths and
Weaknesses of Competitors, Competitive Advantage).
- Political/Regulatory/Legal Factors (Trade and Tariff
Regulations; Relevant Provincial/Federal Legislation).
- Marketing Activities (Product or Service Strategy;
Merchandising; Pricing Strategy; Price Determination; Risk
Assessment of Price Strategy; Distribution Strategy, Communication
Strategy; Sales Force Strategy, Market Penetration and Growth
Strategy).
3. Production Plan
- Land, Buildings and Facilities; Site Location; Equipment;
Materials and Supplies.
- Production, Procedures and Cycles; Production Strategies; Risk
Management for Production.
- Facility Construction or Expansion Schedule; Environmental
Assessment and Safety Plan.
- Political, Legal and Community Aspects of Production.
4. Human Resources Plan
- Employee Plan; Organizational Chart.
- Staff Hiring and Training Policy.
- Member and Board Education and Training Policy.
5. Financial Plan
- Income Statement, Cash Flow Statement; Net Worth or Balance
Sheet Statement.
- Break-even and Sensitivity Analysis.
- Source of Capital and their Uses; Loan Summary.
- Financial Indicators.
- Plan of Action Schedule Appendices.
Source: Rural Business Planner CD-ROM, Canadian Farm
Business Management Council; Agriculture and Agri-Food
Canada