Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
The model Business Plan presented here reflects a highly structured and
comprehensive approach. Our intent is to present important planning
considerations for all major topics. However, even if you choose to create an
entirely different document structure, we hope you will find the following checklist
helpful as you choose among the topics you want to address in your plan, and
how to organize them. Some of the headings, tables and diagrams mentioned
are just suggestive and can be ignored (if not relevant) for your business plan.
1. Executive Summary
2. Situational Assessment and Strategic Response
3. Project History, Status, and Outlook
4. The Product and Business Model
5. The Product: Database or Journal
6. Technology and Technical Considerations
7. Productions, Distribution, and User Access
8. Prices (or Fees or Funding)
9. Markets, Marketing, and Sales
10. Organization and Staffing
11. Financial Plan: Budget and Forecast
12. First Year Operating Plan
13. Business Risks, Contingencies, and Mid-Course Corrections
14. Conclusion (or End Notes)
15. Exhibits
1. EXECUTIVE SUMMARY
Overview of:
¾ Product model
¾ Organization model
¾ Rationale and justification for product, organization and business
¾ Mission statement
¾ Status
¾ Market assessment, targeted universe
¾ Top goals
¾ Core strategies
¾ Key plans
¾ Outlook
¾ Plans for financial self-sufficiency and mitigating risk
¾ TABLE: FINANCIAL SUMMARY
Back to top
2. SITUATIONAL ASSESSMENT AND STRATEGIC RESPONSE
About the Situation
About Strategies
Back to top
Back to top
¾ Field of science
¾ Markets or communities to be served
¾ Content to be delivered
¾ Product or service and why needed
¾ Media, distribution channels
¾ Distinguishing and unique characteristics
¾ Pertinent organization or entity
¾ Financing, initially and over the long term
¾ Funding for open access
¾ Revenue from ancillary products
¾ Innovations of the model
¾ Correlation to core strategies
Interrelationships
Back to top
¾ Quality of content
¾ Special concerns underlying content decisions
¾ Superior solution to market needs
¾ Innovations
Editorial Systems
Back to top
Back to top
7. PRODUCTION, DISTRIBUTION AND USER ACCESS
Production and Distribution
User Access
¾ Access controls
¾ Subscriber and/or user agreements governing access and use
¾ Minimum user platform requirements
¾ Reinforcement of intellectual property policies and practices
¾ Special considerations
¾ Innovations
¾ Consultation with appropriate communities
Back to top
Prices or Fees
Back to top
¾ Market universe
¾ DIAGRAM: MARKET UNIVERSE
¾ Market segments
¾ Important characteristics of market universe in relation to model
¾ Outlook for expansion or contraction of the market
Competitive Landscape
¾ Competitive landscape
¾ Noteworthy competitors, material differences
¾ Mature or emerging market
¾ Most formidable barriers to market entry
Market Capture
Sales
Chapter Conclusion
Back to top
¾ Origins
¾ Founders or equivalent
¾ Organizational mission and purpose
¾ Location
¾ Type of organization or corporation
¾ Jurisdiction of incorporation
¾ Basic corporate documents
¾ Governance structure
¾ Officers and accountability
¾ Avoidance of conflict of interest
¾ Committees and groups
¾ Volunteers, advisors, others integral to the project or enterprise
¾ Organization chart
Human Resources
¾ Staffing strategy
¾ Position descriptions
¾ Compensation
¾ Volunteers, advisors, other non-compensated persons
¾ Recruitment
¾ Employee benefits
¾ Payroll and benefits administration
¾ Employment policies and procedures
¾ Special issues or considerations
Professional Services
¾ Legal
¾ Financial and accounting
¾ Tax matters
¾ Consultants (business, technical, marketing)
Insurance
Corporate Filings
¾ Articles of Incorporation
¾ Application for Tax Exempt Status, and related
¾ Other applicable forms Back to top
¾ Establishing the FY
¾ Software for budgeting, accounting and financial reporting
¾ Chart of accounts
Presentation
¾ Budget spreadsheet
¾ TABLE: BUDGET BY MONTH
¾ Participants in budget process
¾ Financial management and controls
¾ Accounting basis, systems and policies
¾ Cash management
¾ Financial management and controls
¾ Financial reporting and auditing
Back to top
Back to top
Mid-course Corrections
Back to top
15. EXHIBITS
Back to top