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| Business Plan Guide |
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| Private Sector Facility business plan guide |
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Start-up ventures, expansions, management buy-in or buy-out, please submit:
- Covering letter
- Index (contents)
- Executive summary (using guidelines detailed below) |
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| 1. Company information |
1.1
1.2
1.3
1.4
1.5
1.6
1.7
1.8
1.9
1.10
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name
vision and mission
business location
description of business, range of products or service (current and future)
background (business strategy, regulations, sector analysis)
patents, patent protection and royalties applicable
funding required (for land, building, equipment or working capital)
sources of funding (borrower, DBN, Government, commercial bank, donor etc)
strategy and future outlook
high level developmental objectives / goals / milestones |
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| 2. Management plan |
| 2.1 |
organisational structure |
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2.1.1
2.1.2
2.1.3
2.1.4
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management (organogram) and personnel (waged and salaried) from year one to three
experience and technical ability of management / applicants
ownership structure (shareholders agreements)
strategic alliances (if any) |
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| 3. Marketing Plan |
3.1
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Industry analysis |
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3.1.1
3.1.2
3.1.3
3.1.4 |
SWOT analysis
potential markets (target) / market share estimates
market segments
competition and / or substitute products
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| 3.2 |
Marketing strategy |
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3.2.1
3.2.2
3.2.3
3.2.4
3.2.4 |
product strategy
pricing strategy
promotion and advertising strategy
distribution strategy
sales strategy (local vs. export) |
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| 4. Operations / manufacturing segment |
4.1
4.2
4.3
4.4 |
business process (activity) description
existing assets (land, equipment, buildings) and capacities and costing
raw material supplies and costing
organisation of operations and outputs |
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| 5. Financial segment |
| 5.1 |
Historical financial statements and income tax returns: three years |
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5.1.1
5.1.2
5.1.3
5.1.4 |
balance sheet
income statement
cash flow statement
income tax returns |
| 5.2 |
Forecasts: budgeted / projected (Please provide electronic version of forecasts as well) |
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5.2.1
5.2.2
5.2.3
5.2.4
5.2.5
5.2.6
5.2.7 |
key assumptions
sales projections
income projections: profit / loss
break-even analysis
pro-forma balance sheet
cash flow projections
financial ratios: debt-to-equity, cash flow to capex, capex per jobs created, etc. |
| 5.3 |
Sensitivity analysis of scenarios |
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5.3.1
5.3.2
5.3.3 |
tax regime
foreign exchange regime
return distribution: concession fees, royalties, dividends, repatriation of profit etc. |
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| 6. Implementation plan |
6.1
6.2
6.3
6.4 |
disbursement schedule
detailed action plan (activity schedule and timelines / time table)
resources: government role & regulations, approvals, license to operate, operating agreements e.g. with contractors, procurement, and concessions
repayment schedule / period: amortisation |
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| 7. Risk management |
| 7.1 |
risk identification |
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7.1.1
7.1.2
7.1.3 |
business and industry risks (including regulatory framework)
financial risks
management risks |
| 7.2 |
risk management plan |
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7.2.1
7.2.2 |
risk reduction and elimination mechanisms
risk transfer and / or retention |
| 7.3 |
critical success factors |
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| 8. Environmental Impact Assessment (where applicable) |
8.1
8.2 |
environmental impact assessment study results
environmental management plan |
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| 9. Economic and/or developmental impact |
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9.1
9.2
9.3 |
stimulation of targeted economic sectors and / or geographic area
projected job creation: primary
empowerment impact.: ownership structure, capacity building, skills transfer, dollar value |
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| 10. Annexes (including supporting documentation) e.g. |
10.1
10.2
10.3
10.4
10.5
10.6
10.7
10.8
10.9
10.10
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copies of Audited financial statements: existing business
certified copy of the Memorandum and Articles of Association
copy of the Certificate of Incorporation
copy of the Certificate of Commencement of Business
certified copy of Form CM 29–Register of Directors, Auditors and Officers
certified copy of Form CM 15 - Allotment of Shares supply Contracts, Tenders or Leases pending
collateral: proof of ownership
third party valuation report on property
bank statements for past six months: existing business
if available, please provide brochures, news clippings, drawings, figures, slides, charts, statistics or other relevant information in support of your business, products or service |
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| Back to Private Sector Facility |
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