-
Executive Summary)
- • Business objectives, business purpose
• New Product (s), service (s)
• Market situation, Market Overview
• Production and Marketing
• prospects / risks
• Financial need and Usage
-
Company
- founders, founding date corporate history
- Corporate objectives, mission statement
-
Business Organization
- legal form
- statutes, contracts
- Investments
- Cooperation Partners
- capital structure, capital providers
-
Management/Administration
- Management team (industry knowledge, experiences, relationships,
Performance certificates)
- Employees (number, functions, competencies)
- Wage policy, compensation system, human resources
- Logistics (accounting, calculation, informatik)
- Business Partner (trustee, advertising agencies, consultants, banks,
lawyers)
-
Products / Services
- Detailed Description of products and services to be offered
- customer needs, customer benefits
-
Strengths, weaknesses, opportunities, threats, risks
- SWOT
- Risk analysis
- property rights (patents), licenses, licensing restrictions necessary,
permits
- developments, innovations
-
Markets
- Overview of the overall market (size, growth, market segments,
Market developments, market trends)
- targeted market (market segments, niches, market shares, structure of potential customers)
- Market barriers (barriers to entry, market barriers)
- Planned sales
- Relevant environmental factors (recyclability, waste, air pollution, noise
or sewage problems)
-
Competitive companies / competitors
- Names and locations of direct and indirect competitors
- market share, revenues and profits of competitors
- Strategies and distribution channels of competitors
- Product Comparison (price, quality, service, warranties, benefits and additional services)
- Strengths and weaknesses of the competition
-
Production
- Production locations (proximity to suppliers, traffic location, warehouse,
Handling facilities)
- production (capacity, throughput, emissions, production processes,
Production steps)
- Cost / Financing of the production (purchasing or leasing)
- foreign production (manufacturers, suppliers, dependencies, supply)
- goods and materials purchasing (delivery times, prices)
-
Marketing
- Marketing Strategy, Marketing Concept
- Product and product policy (incl. Service, warranties, secondary and
Additional services)
- Price policy
- Distribution Policy (distribution channels, customer focus, traffic,
Sales premises)
-
Communication policy
- Sale
- Advertising
- Promotion / Sales Promotion
- Public Relations
-
Scheduling/time frame
- timetable for the development, production and launch of the new Products / Services
- Milestones
-
Risks
- Failure of management (illness, accident), exit or solicitation of
key people
- Fault or failure of the production and distribution
- Product Liability
- (going to) changes in the law, the legal requirements
- Exogenous influences (new production processes, inventions, market trends,
economic development)
-
Finances
- balance sheet and budget balance
- Income Statement and loss statement
- liquidity plan
- Investment Plan
- Customer and Vendor List