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Business Plan Template

One of the biggest steps in the transformation process into a marketing services provider involves creating/overhauling your business plan.

To provide a bit of assistance to you on your journey, we will use this page to provide business plan templates.

Business Plan Outline

Below are some of the key items that your Business Plan should consist of:

Executive summary

  • Business goals/mission
  • Business description
  • Business formation
  • Business philosophies/identity
  • Character
  • Location
  • Main objectives
  • Directors
  • Management team
  • Key advantages
  • Strategic positioning
  • Strategic alliance (s)
  • Sales summary
  • Vision of the future
  • Resources required (Capital, Human)


  • The service mix
  • Sales estimates
  • Analysis current product/service mix
  • Market analysis
  • Marketing goals & strategies
  • Market Plan
  • Competitive research
  • Pricing policy
  • Operations
  • Advertising & promotion
  • SWOT analysis

Historic analysis

  • General view
  • The market position
  • Income statement historic
  • Balance sheet historic

The organizational structure

  • Management and personnel
  • Administrative organization
  • Contingency planning

Marketing Service provider operations

  • Marketing Service provider identity
  • Marketing Service provider location
  • Marketing Service provider premises
  • Marketing Service provider layout

Risk management

  • Risk reduction
  • Exit strategy

Financial plan

  • The investment budget
  • Statistical data (ratios)
  • The return on investment
  • Financial projections


Business Plan Template Documents