Business Plan Questionnaire | EXPAND STRATEGIES

Company name *

Contact person *

Phone number

Email Address

Country

Company size (How many employees?)

What is your business stage?

SECTION 1 - PROFILE

Vision

Mission

Values

Added values over competitors:

Concept Description

Products and services:

Management background:

Contact Info:

SECTION 2 - STRATEGY

Expected location:

Location Specs:

At what phase is your business?

Others:

Provide a brief history of the business, including how you plan to develop your products or services.

Is your business seasonal?

YES

NO

If yes, how will you maintain cash flow for the slower times of the year?

What are the economic forecasts that indicate spending trends are favorable or unfavorable to your business and specific industry?

Are there any licenses that are required for you to be able run your business? (occupational license, sales tax license, state corporation filing, etc)?

What are the profiles of your customers? (Give Details on the typical customer that you are targeting.)

Type of business:

Size of business:

Geographical Area:

Number of employees:

Years in Business

Age:

Income:

Gender

Occupation:

Family Size

Culture:

Education:

Who are your direct and indirect competitors?

Have you established a tracking system for charting sales income versus advertising dollars spent for each form of advertisement?

What is your unique Selling Advantage? (What makes your product or service unique?)

Who will be the management team?

Who will be the external experts?

What positions are you planning to recruit?

What training workshops are needed for the team?

What software do you currently use for the business?

Are you planning to integrate a new software:

None

ERP

Accounting

CRM

HR

Others

What is the current IT structure for the business?

WHEEL OF BUSINESS

Company's vision and objectives clarity

1

2

3

4

5

Structure of the company

1

2

3

4

5

Management Performance

1

2

3

4

5

Products and services

1

2

3

4

5

Sales Performance

1

2

3

4

5

Corporate expenses

1

2

3

4

5

Salaries fairness

1

2

3

4

5

Behavior of the team

1

2

3

4

5

Reporting accuracy

1

2

3

4

5

Clients servicing

1

2

3

4

5

Marketing activities & communication

1

2

3

4

5

SWOT analysis:

Main strengths of the business

Main weaknesses of the business

Main opportunities you can benefit from

Main threats that could challenge the business

OTHER STRENGTHS TO BE RATED FROM 1-5

We have a high level of competence

1

2

3

4

5

We have competitive skill

1

2

3

4

5

We are ahead on the experience curve

1

2

3

4

5

We have adequate financial resources

1

2

3

4

5

We have a good reputation with clients

1

2

3

4

5

We are an acknowledged market leader

1

2

3

4

5

We are somewhat insulated from strong competitive pressures

1

2

3

4

5

We have better advertising campaigns than the competition

1

2

3

4

5

We are good at creating new products

1

2

3

4

5

We have superior technological/ technical skills

1

2

3

4

5

OTHER WEAKNESSES TO BE RATED FROM 1-5

We have no clear strategic direction

1

2

3

4

5

Our facilities are obsolete

1

2

3

4

5

We are lacking managerial depth and talent

1

2

3

4

5

We are missing some key skills or competencies

1

2

3

4

5

We have a poor track record in implementing strategy

1

2

3

4

5

We are overloaded with internal operating problems

1

2

3

4

5

We are falling behind on Research & Development

1

2

3

4

5

We have a narrow product line

1

2

3

4

5

We have a weak market image

1

2

3

4

5

We have below average marketing skills

1

2

3

4

5

We are unable to finance needed strategy changes

1

2

3

4

5

We have higher overall costs relative to our key competitors

1

2

3

4

5

OTHER OPPORTUNITIES TO BE RATED FROM 1-5

There are additional customer groups that we could serve

1

2

3

4

5

There are new markets or market segments to enter

1

2

3

4

5

We can expand our product/service line to meet customer needs

1

2

3

4

5

We can diversify into related products

1

2

3

4

5

We can control sourcing or supply activities (vertical integration.)

1

2

3

4

5

Falling trade barriers are opening foreign markets to us

1

2

3

4

5

The market is growing faster than in the past

1

2

3

4

5

Fewer regulatory requirements will making doing business easier for us

1

2

3

4

5

OTHER THREATS TO BE RATED FROM 1-5

Low-cost foreign competitors are entering the market

1

2

3

4

5

Sales of substitute products are rising

1

2

3

4

5

The market is growing more slowly than we expected

1

2

3

4

5

There are adverse shifts in foreign exchange rates and/or trade policies

1

2

3

4

5

We are vulnerable to changes in the business cycle or to recessions

1

2

3

4

5

Our customers and/or suppliers are enjoying growing bargaining power

1

2

3

4

5

Clients’ needs and tastes are changing in directions that point away from our current expertise

1

2

3

4

5

Demographic changes are having a negative impact on business

1

2

3

4

5

It’s easy to enter this industry (very low barriers to entry)

1

2

3

4

5

Technology could change this industry with little or no warning

1

2

3

4

5

Are there any market trends that you should consider?

Team Assessment

Skills Acquisition

1

2

3

4

5

Knowledge of the Job

1

2

3

4

5

Quality of Work

1

2

3

4

5

Quantity of Work

1

2

3

4

5

Following Instructions

1

2

3

4

5

Personal Initiative & Creativity

1

2

3

4

5

Solving Routine Problems on Own

1

2

3

4

5

Attitude Toward Work

1

2

3

4

5

Relationship with Supervisor

1

2

3

4

5

Relationship with Co-workers

1

2

3

4

5

Attendance

1

2

3

4

5

Punctuality

1

2

3

4

5

Attire Appropriate for Job

1

2

3

4

5

Ability to Accept Coaching

1

2

3

4

5

Cooperation with Others

1

2

3

4

5

Client Service Orientation

1

2

3

4

5

Conceptual Thinking

1

2

3

4

5

Developing Others

1

2

3

4

5

Flexibility

1

2

3

4

5

Information Seeking

1

2

3

4

5

Planning & Organization

1

2

3

4

5

Results Orientation

1

2

3

4

5

Self-Control

1

2

3

4

5

Main strengths of the team

Main weaknesses of the team

Expected Sales Growth

How much would you like to achieve in annual sales volume in year 1?

What is the annual growth rate expected in sales?

Average cost of goods sold in %

How will you fund your business:

Bank facilities

Investor

Self-fund

Attachments – if available: Last 3 years financial statements

Legal documents of the company

Company profile

Quotations from suppliers

Rental contract/location ownership documents

Architectural maps ownership documents

Branding guidelines

Organization chart

Job descriptions

Sales reports per product, per client, per sales person

Notes and questions