Business Plan Outline General
Executive Summary: overview of most important points of business plan and selling
Company Description: mission statement, company overview, industry briefing,
corporate history, legal structure.
Products & Services: description, R & D, pricing, delivery, production.
Marketing & Sales: market definition, customer profile, competitive & SWOT
analysis, strategy, sales & promotion.
Operations: Legal & government issues, staffing, suppliers, alliances, policies, risk
assessment, facilities, location, insurance, milestones.
Management: key job descriptions, responsibilities, management team,
organizational chart, advisors.
Financials: Profit & loss, cash flow, balance sheet, financing, debt schedule, use of
funds and assumptions, break-even analysis.
While the business plan’s executive summary is the first thing the readers of your
business plan see, it should be the last part of the business plan you write.
The purpose of the executive summary of the business plan is to provide your readers
with an overview of the business plan. Think of it as an introduction to your business.
Therefore, your business plan’s executive summary will include summaries of:
* a description of your company, including your products and/or services
* your mission statement
* your business’s management
* the market and your customer
* marketing and sales
* your competition
* your business’s operations
* financial projections and plans
The executive summary will end with a summary statement, a “last kick at the can”
sentence or two designed to persuade the readers of your business plan that your
business is a winner.
How to write an Executive Summary
To write the executive summary of the business plan, start by following the list above
and writing one to three sentences about each topic. (No more!)
Then finish your business plan’s executive summary with a clinching closing sentence