Business Plan/ Detailed Project Report

Your project report must be able to answer questions raised by your family, investors, lenders and vendors.

A suggested list of contents of a detailed project report is given below. this is also relevant for new division of existing enterprises. you must modify contents as per your business needs.

1. Executive Summary

1.1 summary of overall business

1.2 key strength of organization

1.3 business strategies and innovation

1.4 promoters and human resourses

1.5 important financial matters

1.5.1 estimated investment

1.5.2 sales forecast

1.5.3 profit margin

1.5.4 important ratios

2. About Organisation

2.1 history of organisation

2.1.1 objects-vision and mission statements

2.1.2 date of incorporation

2.1.3 registered offices and unit location

2.1.4 achievements so far

2.2 line of business

2.2.1 products and services

2.2.2 projects in pipeline

2.2.3 past projects

2.3 promoters background

2.3.1 personal details of key promoters name,age, education and experience of promoters brief note on performance of companies promoted by promotors

2.3.2 salient features of shareholder‘s agreement

2.4 group organisations

2.4.1 name of holding/subsidiary companies

2.4.2 details of directors

2.4.3 financial summary of group of companies for 5 years share capital reserves and surplus investment/net worth past sales net profit important ratios

2.5 collaboration

2.5.1 details of business partners

2.5.2 history of relationship with business partners

2.6 summary of major laws

2.7 future plans

2.7.1 expansion strategies

2.7.2 new line of business

2.7.3 investment sourcing

3 Product Portfolio and Industry Analysis

3.1 details existing products and services

3.2 current consumer segments

3.3 research and development

3.4 new product planning, value engineering

3.5 market demand in next 5-7 years

3.6 current industry growth rates

3.7 competitive analysis

4 Project Implementation Schedule

4.1 schedule of implementation of the project

4.2 details progress made so far

4.3 details of land acquisition

4.4 details of execution o civil works

4.5 plan for installation of plant and machinery

4.6 trial production schedule

4.7 date of commercial production

5 Marketing Strategy

5.1 market research and analysis

5.2 new market development

5.3 product penetration strategies

5.4 pricing of product and services

5.5 distribution channel management

5.6 Marketing Communication

5.6.1 print media

5.6.2 electronic media

5.6.3 outdoor media

5.6.4 public relations

5.6.5 event management

5.6.6 mall marketing

5.6.7 online communication

5.7 brand management

5.8 relationship management

6 Operational Process

6.1 production capacity

6.1.1 existing licensed and installed capacity of the product

6.1.2 expansion planning and optimisation

6.2 production technology

6.2.1 technology development details application areas of technology year of development organisation that developed the technology current status of commercialisation performance of operating units based on this technology

6.2.2 benefits of technology for the organisation

6.2.3 guarantee/actual performance

6.3 supply chain and production process

6.3.1 description production or service provisions

6.3.2 process flowchart/steps involved

6.3.3 material management

6.3.4 infrastructure management

6.3.5 environment and energy management

6.3.6 outsourced process management

6.4 general management processes

6.4.1 information system management

6.4.2 risk and disaster management

6.4.3 legal compliances management

6.4.4 innovation management

7 Leadership and Human Resources

7.1 organisation structure and reporting system

7.1.1 organisation chart

7.1.2 board of directors name,age, education and experience of directors brief notes on performance of companies leed by directors

7.1.3 details of key management people

7.1.4 committees and important people

7.1.5 employee strength department wise numbers and their qualifications compensation being offered

7.2 organisation management

7.2.1 decision making process

7.2.2 responsibility, authority and accountability

7.2.3 communication and coordination

7.3 human resource management

7.3.1 work force planning and staffing

7.3.2 performance management

7.3.3 training and development

7.3.4 compensation management

7.4 policies with regard equity, ethics and relationship

8 Risk and SWOT Analysis

8.1 future risk analysis

8.1.1 details of risk factors

8.1.2 management perception and action plan to tackle the risk

8.2 swot analysis

8.2.1 strength and weakness

8.2.2 opportunities and threats

9 Financial Analysis

9.1 current financial standing

9.1.1 current capital structure capital funds loan funds(both secured and un secured) working capital finance

9.1.2 details of assets and properties of organisations quantity and total written down status loan taken agnaist such assests

9.1.3 stock market listing name of stock exchanges on which company securities are listed market price trend of shares in past six month

9.1.4 changes in accounting policies

9.2 funds requirements for project

9.2.1 phase/activity wise fund requirements business purchase /takeover purchase of fixed assets working capital preliminary expenses cost of raising the finance

9.2.2 investment already made in the project and its sources

9.2.3 sources of funds owner contribution bank finance

9.2.4 details of security offered

9.2.5 tax and fiscal concessions available to the organisation

9.3 projected financial statement

9.3.1 charts of financial projections

9.3.2 projected balance sheet

9.3.3 projected profit and loss account

9.3.4 projected cash flow statement

9.3.5 projected fixed asset investment

9.3.6 projected operating expenses

9.3.7 projected human resource requirment

9.3.8 loan repayment schedule

9.3.9 break even and ratio analysis

Documents required by banks and investors

1 memorandum & articles of association/ partnership deed/ trust deed

2 list of directors/ partners

3 list of bankers

4 list of subsidiaries showing percentage of the holding in each of the subsidiaries

5 details of agreement entered into with managing directors, whole time directors

6 company brochures and marketing materials

7 agreements with consultants, architects and other professionals

8 copy of governments order converting the land into industrial land if applicable

9 plant site and location map

10 equipment layout or plan of building indicating the flow of material

11 copy of balance sheets and profit and loss accounts of past 3 years

12 letter of intent/sia registration/foreign collaboration approval/approval for import of plant and machinery, if applicable.

13 necessary clearance from governmental, statutory, municipal authorities etc. for implementation of the project, wherever applicable.

14 listing agreement of the company for existing securities on the stock exchanges.

15 certificate from architects or any other competent authority on project implementation schedule furnished by the company, if applicable.

16 documents in support of the infrastructural facilities, raw material availability, etc.

17 revaluation certificate of company‘s assets given by government valuer or any other approved valuer.

18 environmental clearance as given by pollution control board of the state government or the central government as applicable.

19 other documents, reports etc. as are relevant / necessary for true, fair and adequate disclosures in the draft prospectus / letter of offer (to give details)