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Business Templates

Financial Business Plan Template

Every business is set up to make profit; its financial statement reflects the company’s business plan’s success or failure by being in the black or in the red.

The financial statement is proof of the business’ financial health. It is an important document that would be publicly showcased every year, especially when the company is a public-listed company. Its financial business plan statement is a declaration to the shareholders, public, financial authorities and other related governing bodies that the company is financially sound.

A financial business plan statement comprises essential sections such as income, revenue, balance sheet, assets and stock. Each section is very important to reflect the current status of the company.

A financial business plan template may contain:

* Company’s Name & Address

* Financial Year of Company

* Date of Presentation

* Income statement

* Revenue statement

* Balance sheet

* Assets sheet

* Stock sheet

The income statement and balance sheets are the more popular sections of the financial business plan statement that identify the cash flow into the company and the available funds at the fiscal year end.

The balance sheet reflects the final amount after the expenses are removed from the income which gives a good view of the viability of the business. It includes the assets, liabilities and shareholder equity information.

A financial business plan template can enable a company to draw up its financial statement quickly as it is an annual document.

Consider the attached sample template for your convenience.

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Business Lists Template

A list is a recording of the users on a particular system; it can be a computer system list or a strong room list in an environment where security is given a high priority.

A business list is like a tracking log where any user wishing to enter into the restricted area is required to identify him or her self, be verified and approved before accessing that area. Accountability is very crucial in that restricted environment as crucial data or operations are top priority.

A business list may contain very confidential data that can give the business a competitive edge or roll it down the drain if mishandled. Hence, a business list template must be able to generate the right data with sufficient security.

A business list template may simply contain:

* Identification of the environment

* Date of Login

* Time of login

* Exit time

* User identification

* Login password

A business list template can be very simple to hold just the relevant pieces of information so that fast retrieval and processing can be performed in case of emergencies.

It is used as a tracking device on those who logged into the system or environment; it can also capture further information such as accessibility level and files accessed by the user.

It is up to the security administrator of the system to determine the extent of security features required in a business list template in any environment.

Consider the attached sample template for your convenience.

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Business Templates

Farm Business Plan Template

All businesses require a good business plan to assist them in the right direction for survival in the industry. The same goes for a farm business; it can be a big business. A good farm business plan gives the farmer his direction and focus on the farm mission and vision for profitability and continuity.

A good farm business plan usually starts off with an executive summary that covers the scope of the business before a description of the company. It may state the company’s background and skills in the related area while specifying the objective of the business plan.

The farm business plan may state the medium and long range strategies and implementations that should work the plan to give profits. It lists down short, medium and long term goals.

Options to work the plan are given for the farmer to choose with the benefits and risks identified. A detailed farm business plan may use SWOT analysis helps to identify the business objectives, mission and vision for a clear direction of existence and progress

A farm business plan template can contain the following types of information:

* Company Name & Address

* Mission & Vision Statements

* Objective of business plan

* Shareholders / Stakeholders

* Long Range Specifications

* Workable Plan Options

* Product Description

* Management style & Team

* Organizational structure

* Product Marketing

* Financial Plans & Tool

* SWOT analysis

* Summary

* Costs

Consider the attached sample template for your convenience.

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Best Business Plan Template

Every business requires not just any business plan to kick start its business but the best business plan to ensure progress and stay competitive in the industry.

The best business plan gives the company a clear direction and focus on its mission and vision for profitability and continuity.

The best business plan usually employs the SWOT analysis which encompasses the Strengths, Weaknesses, Opportunities and Threats as foreseen on impacting the business. The business plan should be comprehensive in applying SWOT analysis. This is a highly popular business approach in the business world that considers the various important sections of the business’s functionality and to reduce risks and dangers to the company’s survival.

A best business plan may also display the company’s product to showcase the quality and service it represents. It should include capital, investments and resources to assure the success of the business.

A best business plan template can contain the following types of information:

* Company Name & Address

* Mission & Vision Statements

* Objective of business plan

* Shareholders / Stakeholders

* Capital Required

* Timeframe of business development

* SWOT analysis

* Strengths

* Weaknesses

* Opportunities

* Threats

SWOT analysis will be different for different types of businesses or industries. The best business plan will consider all aspects of its plans to ensure success and development of the business. Best business plans need to be upgraded on short term, medium term and long term basis.

Consider the attached sample template for your convenience.

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E-Business Plan Template

Today, with the advancement of technology, a lot of computer power is employed in a business. There are many business plans that are put on the web or exercised through the computer and Internet; hence, calling it e-Business.

Any company that wants to stay on in business needs to consider all possibilities in bringing in revenue; and one way is through e-Business plan. Such a company can manipulate the business plan software that can assist you to generate an impressive business solution or plan to present to your client. Hence, your company will stand a higher chance of getting the project tendered.

There can be many aspects in developing a good e-Business plan. An e-Business plan normally takes about 10 to 15 pages, like any other good business proposal. The template can have the following components:

* Date of plan

* Company’s Name & Address

* Company’s contact number

* Customer’s Name & Address

* Customer’s contact number

* Introduction of Company

* Description of e-Business plan

* Objective of plan

* Rationale of plan

* Stakeholders in e-Business plan

* Time Frame from start to finish

* Cost of e-Business plan

* References

* Work testimonies

The e-Business plan can state the expertise involved and the roles they will plan to ensure that the plan is successful to the Customer. The plan needs to be presented convincingly to show the needs of the Customer being met through the plan proposed.

Consider the attached sample template for your convenience.

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Small Business Proposal Template

Every small business requires a small business proposal when it starts up. A small business proposal proves to be a useful guideline on the direction of the company with its stated mission and vision statements.

A small business proposal is usually drawn up for submission to financial institutions such as banks on business loans, or to groups who are interested to be company shareholders, stakeholders or directors. A small business proposal will state the scope of services that the proposer is offering with the necessary training and testing during the business proposal implementation. The available or required capital and resources that will work the marketing plan to success must be stated accurately or as best as possible to ensure a higher chance of success. It includes conversion and post-conversion processes.

As in all proposals, there are the inclusion of benefits and costing factors.

A small business proposal template records the following types of information:

* Company Name & Address

* Mission & Vision Statements

* Objective of business plan proposal

* Shareholders / Stakeholders

* Capital Required

* Marketing Strategies

* Products and Services

* Manpower & resources

* Feasibility study & analysis

* Expected timeframe of plan

* Training & testing

* Conversion and post-conversion procedures

* Costing

* Benefits to the company

The proposal can be simple but applicable for a small business which intends to get started as a substantial capital is always at stake.

Consider the attached sample template for your convenience.

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Simple Business Proposal Template

Every small business requires a small business proposal when it starts up. A simple business proposal can be very helpful as it states the company mission and vision statements to direct the company in surviving in the competitive business world.

A simple business proposal is usually drawn up to be submitted to financial institutions such as banks for a business loan, or to some affluent individuals to come on board as the company shareholders or directors. It must state the scope of services that the proposer is offering with the necessary training and testing during the business proposal implementation. The available or required capital and resources that will work the marketing plan to success must be stated accurately or as best as possible to ensure a higher chance of success. It includes conversion and post-conversion processes.

As with every proposal, there are the benefits and costing factors that are included.

A simple business proposal template is dependent on the set up and structure of the company. It can present the following types of information:

* Company Name & Address

* Mission & Vision Statements

* Objective of business plan proposal

* Shareholders / Stakeholders

* Capital Required

* Marketing Strategies

* Products and Services

* Manpower & resources

* Feasibility study & analysis

* Expected timeframe of plan

The proposal can be simple but applicable for a small business which intends to get started as a substantial capital is always at stake.

Consider the attached sample template for your convenience.

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Charity Business Plan Template

With so many needy people in the world, it is not surprising that charity is prevalent. You can have a fundraising charity event or collection of donations or items to bless the orphans, elderly, retirees, widows, single moms and handicapped.

Whatever the charity event may be by an individual or group, there should be a business plan to ensure a smooth execution for success. Hence, a charity business plan is necessary to list out the objectives and steps in organizing a charity function successfully.

A charity business plan template usually comprises the following sections of information:

* Executive Summary

This refers to an overview of the plan stating its objective(s), values and assumptions.

* Organizer information

This section records the information regarding the organizer to establish its authenticity in planning the charity event. It should state the organization’s history, key principles and services

*Aims of business plan

This should state the mission statement of the organization with regards to the charity business plan in question. It should state how the event can impact the charity group when executed.

* Legal and Management information

This lists the personnel involved in the charity business plan as well as the organization structure.

* SWOT Analysis

* Strength

* Weakness

* Opportunity

* Threat

As with any business plan that desired to be successful, a careful and thorough evaluation of the proposed plan is required through some tested business tool such as the SWOT analysis.

Consider the attached sample template for your convenience.

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Business Proposal Template

A company continues to thrive when it has sufficient businesses that bring in enough revenue. Hence, companies need to take the extra effort to source for sales by submitting business proposals to other companies, offering their products and services.

There may be many kinds of business proposal in the business world today; the competition is heavy as there are also many companies sprouting up. Hence, a business proposal must be well written to catch the attention of the receiving party unless you are servicing a niche market.

A business proposal template is dependent on the type of services or products that your company is offering. It functions like a quotation document where you propose your best prices for your products and services to your potential client. You can record the following columns of information on a business proposal template for easy viewing.

* Company Name & Address

* Potential Client’s Name & Address

* Date

* Quotation Number

The body of the business proposal template for products can be in column format where the quantity of items can be listed out easily for identification. Other information includes:

* Description of item

* Price per unit

* Sub-total

* Taxes

* Total

Some terms and conditions may also be included on a business proposal at the bottom, such as “Quotation valid for 30 days”. The proper signatory and contact information should be included at the bottom of the business proposal for easier identification and follow up.

Consider the attached sample template for your convenience.

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Business Project Proposal Template

Businesses survive by securing sales and transactions that bring in revenue. Sometimes, businesses need to source for sales and transactions instead of waiting for the opportunities to come by. A business project is a good option for business to thrive on if it is secured, but with the heavy competition in business today, many organizations will need to put in a well written business project proposal to be considered for the project.

Hence, a business project proposal is a very crucial piece of document that must be designed and done up extremely well. Its contents must reflect accurately the professionalism and expertise of the bidding organization so that it will be chosen to handle the business project.

A business project proposal can contain the following sections information:

* Introduction of Company

* Description of project

* Objective of project

* Relationship to the Strategic plan

*Membership segment / External Audience

* Project Deliverables

* Project Scope & Execution

*Timeline

When the business project proposal is well written out, it reflects the full understanding of the project by the bidding organization to the tendering party. Thus, there is more confidence to award the business project to the bidding organization that conveys a higher degree of expertise and confidence in the proposed project so that there will be a greater chance of success on the project.

A business project proposal that is well written will not need to be revised repeatedly.

Consider the attached sample template for your convenience.

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