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BUSINESS PLAN QUESTIONNAIRE

1. The Product or Service:-

  • Description of Business Idea
  • Why it is unique or distinct
  • 2. The Market:

  • The market size, it’s past and future growth
  • Analysis of market sectors & identification of target sector.
  • Who are your likely customers?
  • Your competitors: Who are they; their size, market position & likely response to your challenge.
  • 3. Marketing:

  • Marketing Objectives
  • Marketing Strategy: Product, Price, Promotion & Place / Distribution
  • 4. Management:

  • Legal Entity
  • Your past employment and business record
  • The record of other people working with you
  • 5. Operational Details:

  • Where you will be based – Location, premises
  • Suppliers
  • Facilities / equipment needed
  • Information Technology Strategy.
  • 6. Financial Analysis:

  • Monthly cash flow forecast (1 year)
  • Monthly profit & loss forecast (1 year)
  • Forecast Balance Sheet at the end of first year.
  • The assumptions behind your forecasts
  • The principal risks that could affect your figures.
  • SWOT Analysis – Strengths, Weaknesses, Opportunities & Threats.
  • 7. The Prospects:

  • Your objectives – Short & long term.
  • The finance needed and what it is needed for.
  • Prospects for the investor / lender (IF APPLICABLE).
  •