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Please do not accept if your not going to do it/ turn in time. pay is up for bid WHAT IS IT?• Road map to the future• Set of goals & how

Please do not accept if your not going to do it/ turn in time. pay is up for bid 

WHAT IS IT?

• Road map to the future

• Set of goals & how to reach them

• Description of your project with marketing
strategy & financing

WHEN DO YOU NEED ONE?
• New project

• New business

• New equipment

• New product line

• Looking for a partner

• Justifying adding staff

MAJOR COMPONENTS
•Overview

•Financial Plan

•Resource Requirements/Assets

I. OVERVIEW:
1. Organizational Description
2. Management
3. Business Concept
4. Market Analysis

Overview: Description
•Brief Summary

•Mission

•Goals/Objectives

Overview: Management

•You in a nutshell

•Others involved

Overview:
Business Concept

•What you are going to do

•Why this is needed

•How you are going to do it

Overview: Market Analysis

•Who is doing this now

•Opportunities

•Competition

II. FINANCIAL PLAN
1. Financial Model
2. Pricing Assumptions
3. Annual Projections for 3-5 Years

Financial Plan:
Financial Model
•Cost Approach

How will you keep costs down

•Capital Expenditures
How will you decide
How long to pay them off
How to get more

Financial Plan:
Pricing Assumptions
•How will you get money

•How have you decided on what to
charge

•What about “no pays”

•Succinct, well-thought-out

Financial Plan:
Annual Projections
•Number of Clients/Visits/Births
•Revenues
•Expenses
•Possibly Allocation of Expenses to
Fees

•Revenue & Expense Budget

III. RESOURCE
REQUIREMENTS/ASSETS
1. Capital Equipment
2. Fixed Supplies
3. Variable Supplies
4. Current Assets

Resource Requirements:
Capital Equipment

•Define Capital Equipment ($$$)

•List what you will buy

Resource Requirements:
Fixed Supplies
•Are NOT dependent on number of
clients/visits/patients

•Do not routinely have to be replaced

•May be capital expenditures

•EX: Desk, computer, autoclave, scale

Resource Requirements:
Variable Supplies
• Dependent on how many clients/patients/visits

• Often a one time use and/or disposable

• EX: Office paper, tape pencils, toilet paper etc.
Gauze squares, lancets, needles, gloves, meds, etc.

• Inventory list for each room (reception, restroom, exam
room, etc.)

Resource Requirements:
Current Assets
•What You Already Own & Its
Replacement Value

-Medical Equipment/Supplies
-Office Equipment/Furnishings

•Your Business Account
-Average Balance

ADDITIONAL FORMATTING
Title Page
Table of Contents
Appendices

OTHER CONSIDERATIONS
Lab Accounts
City Codes & Zoning
Regulatory Agencies
Consultant & Collaborative Agreement

  • BUSINESS PLAN
  • WHAT IS IT?
  • WHEN DO YOU NEED ONE?
  • MAJOR COMPONENTS
  • i. Overview:
  • Overview: Description
  • Overview: Management
  • Overview: �Business Concept
  • Overview: Market Analysis
  • II. Financial plan
  • Financial Plan:�Financial Model
  • Financial Plan:�Pricing Assumptions
  • Financial Plan:�Annual Projections
  • Iii. Resource requirements/assets
  • Resource Requirements:�Capital Equipment
  • Resource Requirements:�Fixed Supplies
  • Resource Requirements:�Variable Supplies
  • Resource Requirements:�Current Assets
  • Additional formatting
  • Other considerations

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