Project Summary

Strategic Business Plan

This project summary lists the headings and sub-headings from a completed project. Although your project will have unique requirements, the purpose of the summary is to assist you in considering a number of planning concepts as you work to move your company forward.

• Executive summary
• Vision, mission, goals, keys to success
• Management
• Products and services
• Market segmentation
• Target markets
• Competitive analysis
• Competitive advantage
• Customer buying patterns
• Marketing strategy
• Marketing plan
• Marketing material
• Advertising plan
• Promotional activities
• Sales strategy
• Sales plan
• Marketing and sales – potential development areas
• Operating plan
• Suppliers
• Technology
• Administration
• Staffing: personnel and compensation
• Customer service: communications and planning
• Financial summary
• Detailed cashflow analysis
• Inventory analysis and recommendations
• Supplier worksheets
• Goals, objectives, action plans
• Positive focus: achievement results