I. Executive Summary
A. Summary of the Important Findings and Recommendations
II. Introduction-Project Description and JustificationA.
Description of the project
B. General setting and need for project
C. Work already completed, pertinent dates, and those involved in
the project
III. Industry Background
A. Basic background
information on the industry
B. Economic conditions of the industry
C. Implications and feasibility of entering industry
IV. Marketing
A. Market potential for goods
or services to be handled
B. Markets to be served (current and future) and their
attributes
C. Ease or limitations of entering the market
D. Marketing plan (strategies to be followed, summary of key
actions)
E. Overall assessment of the marketing situation and plan
V. Operational and Technical
Characteristics
A. Supply of labor and its quality (including management)
B. Supply of key inputs needed for operations
B. Technical characteristics and specifications of required plant
and equipment
C. Assessment of potential operational capacity and efficiency
D. Location considerations (if one has not been already selected)
and assessment (if one has been selected)
VI. Financial Statements and Projections (pro forma
statements)
A. Projected revenues, operating costs, and net income
B. Capital requirements, potential and actual sources of equity,
accumulation schedule, investment schedule (plant, equipment, human
resources, etc.)
C. Pro forma cash flow statement
D. Income, balance sheet, and sources and uses of funds
statements
E. Equity accumulation plan and financial ratio analysis
F. Financial plan summary (description of how it will all fit
together)
VII. Summary and Recommendations
A. Concise Summarization of the Major Findings
B. Recommendations and Concluding Comments
C. Development schedule (remaining key steps and accompanying dates
for action)
VIII. Appendix
A. Appendices (additional spreadsheets)
B. Important supplemental information
C. Notes, credentials, and references