Developing Your Business Plan
If creating a formal business plan document is your need, your plan can be completed
- by utilizing consulting resources available through KAMDEN Strategy Group,
- by your independent work using the aid of our Strategy Direct Business Plan Workbook, or
- by using a combination of both.
Phone consultations during the time you are completing each of the segments of your plan are included with the Strategy Direct Business Plan Workbook.
Additional support is also available to supplement your independent efforts. This may involve market research, data collection and analytical work. KAMDEN Strategy Group is available to help you with these additional needs upon your request.
The Strategy Direct Business Plan Workbook
This workbook will guide you through writing a complete business plan for your company in a very user-friendly way. Each section discusses the overall strategy for that particular area (the ‘what’ you plan to do) and the tactical plans (‘how’ you plan to do it).
Executive Summary
Company Description
overall description; legal structure;
history of company; ownership structure
Organization and Management Team
governing bodies (Board of Directors,
Executive Committee, etc); Advisory Boards;
key management; management contracts;
management compensation;
general description of organization
Market Analysis
market segmentation; competitive analysis
(SWOT); legal and regulatory environment;
significant business opportunities
Marketing
customer profiles; strategies for pricing,
products, services, promotion,
distribution and positioning; tactical
marketing plan; sales strategies
Business Operations
facilities; capacity; production;
quality control; daily workflow and processes
Human Resources
overall HR strategy; staffing plan;
training plan; compensation and
benefits plan; succession plans
Technology
overall technology strategy;
systems architecture; management
information systems; applications;
cost implications
Financial
overall financial strategy; assumptions;
key ratios; operating budgets; pro-forma
financial statements (balance sheet
income statement, statement of cash flows)
Capital and Funding Plan
equity funding; debt financing;
source and use of funds
Contingency Plans
critical success factors; critical issues;
areas of significant risk; contingency plans
Exit Strategy
exit strategies for owners, investors
and lenders
back to Business Planning
Our work with our clients is based on their goals and the results they are seeking. If you would like to start a conversation about your needs and how we might help, we would love to listen. We’d like to work with you. Just contact us at 312.951.0360 or info@kamdenstrategygroup.com.
Phone: 312.951.0360
Fax: 312.951.9089
www.kamdenstrategygroup.com |
