DBSA BUSINESS PLAN TEMPLATE

The executive summary is the MOST vital part of the business plan — it has to sell your strategy for success to the investor. Describe the production and technology: A cover or title page. Please turn on JavaScript and try again. If the business is a franchise, include what is covered in the management package the franchisor provides in this section.

Historical financial performance as shown by at least the last three sets of audited annual financial statements and up to date management accounts comprising income statements monthly and year-to-date , balance sheets, and debtors and creditors age analysis; Costing methodology employed, or to be employed, and detailed costings giving a full analysis of cost of sales; Pricing policies giving a full analysis of theoretical and actual mark-up and gross profit percentages; Rebates, discount structures and terms offered to and received from customers and suppliers respectively; Break-even and sensitivity analysis; Details of overdraft and factoring facilities bank, limit, security and interest rate and medium and long term loans; Ensure that your financial projections agree with any other statements in the business plan for example, costs involved in your proposed marketing strategy. For help with the detail of the business plan, such as financial statements and your marketing plan, visit the SME Toolkit South Africa on smetoolkit. The summary is an overview of the entire plan and must contain the highlights of the business plan and summaries of each section. Legal and regulatory environment. Describe the location, premises and, where applicable, production facilities. Elaborate on the business’s past achievements and strengths, past problems and weaknesses, and critical success factors.

If the business is a franchise, include what is covered in the management package the franchisor provides in this section. Market analysis Describe the existing market and its potential for growth; Include a detailed analysis of the size and maturity of the market, trends and seasonality exhibited by the market, and the business’s current and expected market share together with an analysis of the time, resources and actions required to achieve this desired market share; List existing and potential customers, supported by letters of intent, orders on hand, contracts, where applicable; Include a detailed analysis of competitors, the price and quality of their products, service and delivery, and their expected reaction to your activities; Highlight and discuss your competitive advantage.

dbsa business plan template

But, the basics remain the same. For help with the detail of the business plan, such as financial statements and your marketing plan, visit the SME Toolkit South Africa on smetoolkit.

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Writing a business plan

Describe in full the product or services offered by the business, the innovative features of these products and services, and the competitive edge they afford the business over rivals in the market; The expected product life cycle where applicable; Include descriptions of key technologies employed and current and future research and development.

Franchise information where applicable If the business llan a franchise, include what templats covered in the management package the franchisor provides in this section. Turn off more accessible mode.

Terms and conditions Disclaimer. Discuss topics such as: Therefore, although it is at the beginning of the document, it is usually written last to capture the essence of the plan. The product or service Describe the product or service: Historical financial performance as shown by at least the last three sets of audited annual financial statements and up to date management accounts comprising income statements monthly and year-to-datebalance sheets, and debtors and creditors age analysis; Costing methodology employed, or to be employed, and detailed costings giving a full analysis of cost of sales; Pricing policies giving a full analysis of theoretical and actual mark-up and gross profit percentages; Rebates, discount structures and terms offered to and received from customers and suppliers respectively; Break-even and sensitivity analysis; Details of overdraft and factoring facilities bank, limit, security and interest rate and businesd and long term loans; Ensure that your financial projections agree with any other statements in the business plan for example, costs involved in businfss proposed marketing strategy.

Appendices and supporting documentation. Provide monthly projected figures for the first and second year, quarterly figures for years three and four and annual projections thereafter. Turn on more accessible mode.

dbsa business plan template

Describe the location, premises and, where applicable, production facilities. Newspaper clippings, promotional literature, product brochures, market research, trade bsuiness industry publications; Partnership, association or shareholders’ agreements; Offers to purchase, purchase and sale agreements; Contracts, orders, letters of intent; Memoranda of understanding, lease, franchise, agency or distribution agreements; Documentation relating to busienss, copyrights, trademarks and patents; Quotations or pro-forma invoices for capital items to be purchased; Detailed personal balance sheets of the entrepreneurs; Copies of identity documents and marriage certificates of the entrepreneurs; Schedules of life assurance and endowment policies of the entrepreneurs; Copies of company busineess close corporation certificates and registration documents; Drawings, work flow charts, plans, factory layouts, maps, etc.

Contact us Describe production processes and capacity, identifying any existing constraints and possible problem areas; Include a detailed analysis of the process of installing and commissioning any new technologies and production processes; Include information on quality assurance systems and procedures, and certification; Details of dnsa and sub-contractors, and any contractual arrangements governing the supply of key dsa.

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Formulate and motivate your capital requirements. Legal and regulatory environment. Discuss definite and possible strengths, weaknesses, opportunities and threats; Give an honest assessment of the risks faced by the business, entrepreneurs and investors in relation to the potential for growth, profitability, and capital appreciation; Discuss strategies that can be implemented to address the risk factors highlighted.

Industry analysis Summarise the industry in which you will compete. Please turn on JavaScript and try again. The summary stands alone and should not refer to other parts of your document.

The mission, and the company’s long and short term objectives in terms of business growth and development, as well possible exit strategies for example: The management structure of the business Show company ownership structure, business units and subsidiaries where applicable; Attach an organisation chart showing the functions and responsibilities of directors, key management and staff; Formulate remuneration, incentives, share options, and conditions of employment of key management and directors; Analyse of any deficiencies in management and how these positions are to be filled; Comment on current and future employment levels, labour relations and union membership; Include details of systems to be implemented: Describe the production and technology: Financial statements and projections.

Elaborate on current and planned sales and marketing strategies and promotional activities advertising, exhibitions, promotions, public relations, etc. The summary is an overview of the entire plan and must contain the highlights of the business plan and summaries of each section. A cover or title page.

Writing a business plan

Find most of the facts from government statistics and trade organisations. Information on the background and history of the business; Indicate the business form proprietorship, close corporation, company ; Is it a new business, take over, expansion, franchise? Although a guide to writing a business plan is being made available here, circumstances vary considerably and you will need to tailor your business plan depending on the type of business — technology, manufacturing, service or retail.