Strategic Planning in the Small Business

Unit

1

TP

1-10

STRATEGIC

PLAN MODEL

1. Table
   of Contents

2.

Executive Summary

*

Company background

*

Mission statement

* Primary

goals

• Products/Services

*

Market segment(s)

served

• Distinctive
  competencies

3. Situation
   Analysis

4.

Strategic Direction

* Mission statement

and philosophy

• Primary
  goals

* Key

result areas for meeting

each goal

* Measurable

and quantifiable

objectives which

address each KRA

* Strategies

for meeting

each objective

* Action

plans for implementing

each strategy

5. Implementation

*

Organizational

structure

* Major policies

and procedures

required to successfully

implement

your plan

"

Critical human and

financial resource

allocation decisions

6.

Evaluation and

Control

7.

Contingency Plans

8.

Financial Plan

* A

detailed sales forecast

by quarter

for the next two years

*

Actual inLome

statements and

balance sheets for

the past three

years

* Proforma

income statement

for the next

two yearn

* Proforma

balance sheet

for the next two

years

*

Proforma cash

flow statement

by month for the

next 12 months

and by quarter

for the next 12

months

* Break-even

chart and

calculation (if appropriate)

"

Appropriate ratios

compared to

the industry

9. Appendices

21