Business Plan – Basic Worksheet
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ABCDEF
1
Business NameCore OfferingsBrand DifferentiatorYour Brand WebsiteSocial Media HandlesCompetitors (At least 5)
2
Name of your business?Service / Product?What makes your business unique?What is the url of the business?What social media channels are you using and what are their profile names?Who is your competition? What are they doing well? What are they not doing well?
3
4
Mission VisionValuesMarketing Objective & Key ResultsMarketing Plan Tactics (at least 5)Organization Chart
5
What is the mission? The activity you will do day-to-day.What is the vision? The big, audacious goal or higher purpose for your business.What are your core values and principles? These are the set of values that you hold near and dear.What are your quarterly and annual marketing objectives? What are the results that will indicate progress?What are the key tactics or activities you plan to execute so that you move toward your objectives and key results?
Taxes:
Legal:
Marketing:
Design:
Development:
Consulting / Mentor:
6
7
Price / RateSalaryAnnual SalesMonthly Expenses (all)
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9
10
Credit ReportBank StatementInsurance PolicyService ContractsPatent / Trademark
11
Do you have access to this and is it readily available?Do you have access to this and is it readily available?Do you have access to this and is it readily available?Do you have these prepared so you can use them readily?Do you need to patent or trademark anything? If so, do you have access to these documents and are they readily available?
12
13
Exit Strategy
14
What type of exit do you foresee? What are the steps you will implement to get there?

Some options include:
• Liquidation
• Friendly Buyer
• Acquisition
• IPO
• Inheritence
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