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The executive summary will provide readers a brief  description of the key components of your business plan. 

Business Description
Provide a brief description of your company. The opening paragraphs should introduce what you do
You would classify us as a [e.g. manufacturing, consulting, reselling, services] business.

Type of business
We are a [e.g. privately incorporated company/partnership] within the country/state of [e.g.your country and state].
Is this a new business? When was it formed?

The shareholders and directors are:

Name	Role	Share	
[name 1]	[CEO]	25%	
[name 2]	[Sales manager]	25%	

Affiliations or franchises that we are a part of
Are you part of a franchise or group?
•	[e.g. a franchisee of the xxx group/privately incorporated company/partnership]. 
•	[e.g. a franchisee of the xxx group/privately incorporated company/partnership]. 

Products and sercices
We [do/supply/sell/manufacture] the following [products/services]:
•	[e.g software for medical practices/shoes/white goods/plumbing services]. 
•	[e.g software for medical practices/shoes/white goods/plumbing services]. 

The Market
Our market can be defined as [e.g. these customers] [within this geographic area]

Our typical target customer/client type is:
Who do you want to target
•	[consumers/businesses/individuals/men/women/businesses]. 
•	[consumers/businesses/individuals/men/women/businesses]. 

Our value proposition we offer them:
What value do you provide to these customer types
•	[cheap cars/we come to your home/]. 
•	[home tutoring/]. 

How we open up channels to our market:
How do we find our customers
•	[newspaper/internet/email]. 
•	[seminars/partners]. 

Trends and influences in our market:
Current trends where is it heading?
•	[more online shopping/to more mobile devices]. 
•	[less reliance on salespeople]. 

The Competition
The following table represents our competitors in our market.

Competitor	Sales estimate	Market share	Growing	Notes	
[competitor 1]	$	0%	yes/no	[arose to this position in 3 years through ...]	
[competitor 2]	$	0%	yes/no	[]	

Competition summary
Provide a summary statement about your competition
[e.g. We can deduce from the above that [e.g. xxx is our strongest competitor and is having success in great Television advertising] .

Operations

Management
Enter the key management roles
Role	Staff member	
[CEO]	[Bill]	
[Finance Manager]	[Mary]	
[Workshop manager]	[Frank]	
add more as needed		

Staffing
Enter the critical roles and who is assigned to them
Role	Staff member	
[Production line supervisor]	[Bill]	
[Salesperson]	[Mary]	
[Machinist/Cleaner]	[Frank]	
add more as needed		

Partners, distributors and suppliers
Enter the external people and organisations that you depend upon
Name	Role or service provided	
[ABC Ltd]	[e.g.Suppliers frames for homes]	
[XYZ]	[Provides IT services]	
add more as needed		

Insurance's
Enter the critical insurance's that you depend upon
Organisation	Insurance provided	Coverage provided	
[ABC Ltd]	[e.g.Building and contents]	$	
[XYZ]	[Professional indemnity]	$	
add more as needed			

Contingency plans
Enter your contingency plans in case of various circumstances and events
Event or circumstance	Action	
[Union goes on strike]	[e.g.Hire casuals]	
[Flooding in office]	[action plan formulated, sand bags stored]	
add more as needed		

Equipment, hardware and software required
Enter the critical equipment, hardware and software required to carry out your operations
Equipment, hardware and software	Function	Cost	
[Conveyor line]	[e.g.Main process line for assembly]	$	
[Computer server and pc's]	[Database and other applications]	$	
add more as needed			

Intellectual property
Enter any intellectual property e.g. trademarks, copyrights or patents owned by the organisation
Intellectual property	Function	Owned/Under Licence	
[e.g. xxx Solar patent/Software copyright]	[e.g.Main process line for assembly]	[owned/under licence]	
[franchis licence]	[Being part of xyx franchise group]	[owned/under licence]	
add more as needed			

Inventory on hand
Enter the critical equipment, hardware and software required to carry out your operations
Inventory	Stored where	
[1000 widgets]	[e.g.Rented storage depot]	
[Chemicals]	[off site at secure depot]	
add more as needed		

Risks
Illustrate the market, pricing, product, and management risks as well as how you plan to overcome these risks.
Risks	Plan to overcome them by	
[e.g. Potential the government will cut the first home buyers grant]	[e.g. Counter this with ...]	
[e.g. Over supply of widget's causing a massive decline in pricing]	[e.g. offer add-on's to ..]	
add more as needed		

Financial summary
The financial section of the business plan will help you and potential investors (or loan officers) estimate how much money will be required and how much profit and sales will be generated.

Break - even
We estimate our break - even point to be [$xx,xxx] per month and [$xx,xxx] per year

Income - Expense Item	Year 1	Year 2	Year 3	Year 4	Year 5	
Revenue	$	$	$	$	$	
less Cost of goods sold	$	$	$	$	$	
Gross Profit	$	$	$	$	$	
Operating Costs	$	$	$	$	$	
Sales and Marketing	$	$	$	$	$	
Financial costs	$	$	$	$	$	
[..other]	$	$	$	$	$	
Total Expenses	$	$	$	$	$	
Net Profit before tax	$	$	$	$	$	
Tax	$	$	$	$	$	
Net Income After Tax	$	$	$	$	$