                       Vision/Mission


[]   For an overview of Vision and Mission, refer to page 4-
     1 in the BizPlanBuilder Reference Guide.


Present Situation

[]   Describe the current condition of the business--a
     present-day "snapshot." If in the concept stage, tell
     what you are doing now to build the foundation of the
     business.

[]   Clearly describe the one current dominant driving force
     of your business:
     Product/service offered?
     Satisfying a market need?
     Manufacturing?
     Profit and income?
     Technology?
     Client/customer base?

[]   Briefly take stock of your present situation regarding
     all of the following areas--just one page or two should
     be sufficient.

Company

[Company] was founded in 19[xx] and is presently in its
[start-up/R&D/growth] stage. [Company] can best be described
as currently being in the business of [x]. In recent times
our key strengths have been [customer service/state-of-the-
art technology/strong management team/innovative marketing].

[]   Take a couple of lines to elaborate on this description
     if you feel it is necessary.

Management

Most of our management team is in place, however, we require
a [Finance/Production/Marketing] manager to complete our
team by [x], 19[xx]. Also, we are currently hiring [x]
employees to [x] [job titles to fill].

Products and Services

At present our [product] is in the [design/early
development/test market/mature] stage. Our current product
line/service is in need of [needs
extension/reorganization/upgrade/paring down].

Market Environment

The marketplace is undergoing rapid changes/has been
stagnant for [x] years. We are now poised to [x].

[]   Time factors influencing your ability to make money
     with current products.

Pricing and Profitability

Current prices are [holding/eroding/increasing] and profits
are [holding/eroding/increasing].

Customers

Current customers are using our [x] for [x] [uses]. They 
are requesting that we [make improvements/introduce a new 
model].

Distribution

We have [x] service centers, retailers, manufacturer's
representatives, sales people working out of [x] offices,
territories in [x] states, countries.

Financial Status

[]   Summary data from your financial statements should be
     plugged in below. Please refer to the Financial Plan
     section.

Current cash available is $[x].

Our Current Ratio is: Assets/Liabilities = [x].

Our Quick Ratio is:

     (Cash and Equivalents + Accounts Receivable + Notes
     Receivable) divided by Total Current Liabilities = [x].


Vision and Mission

[]   Where do you want to go with the business? What do you
     want to be? What direction(s) will the company be
     taking?

[]   What do you want for yourselves (personally and
     financially) 5-10 years from now?

[]   Clearly describe your future dominant driving force(s):
     Product/service offered?
     Satisfying a market need?
     Manufacturing?
     Profit and income?
     Technology?
     Client/customer base?

[]   Be creative here, yet your description believable,
     understandable, motivating and achievable.

Vision

By 19[xx] [Company] will be a highly visible company known
as the best [x] in the [x] industry. We will have developed
[x] and marketed these products in the [x] channels,
becoming a/the leader in [x]. Sales will exceed $[x] and
[Company] will actively be promoting [x].

[]   Show how your company will fit you, your staff and your
     industry.

[]   You and your staff may want to write both your Vision
     and Mission Statement completely from scratch. They
     should capture the spirit and uniqueness of your
     business.

Mission Statement

In order to achieve our Vision, [Company] commits to the
following:

[Company]'s Mission is to provide innovative, practical and
top-quality products that [save time and improve the way
people do] [x]. We believe our first responsibility is to
the [x] who use our products and services. Our strong
financial position will enable us to [x]. In carrying out
our day-to- day business we strive to:

1.   Treat our employees with [x].

2.   Follow the philosophy that our customers are [x].

3.   Be considered as [x] in our community.

Through a long-term commitment to this mission, we will be
known as a company that [x]. Our customers, vendors, and
employees see [Company] as offering [x] [benefits, feelings,
knowledge, results, etc.].


Goals

[]   If you are writing this business plan to assist your
     company with its ongoing operations, you should be
     thorough and list as many major goals as are necessary
     to address the requirements called out by your Vision
     and Mission Statement.

[]   If you are trying to obtain funding with this business
     plan, you may want to focus on the top two or three
     financial or business development goals that will need
     to be achieved through the additional funding. Delete
     the goals that you do not need.

[]   Primary goals can cover the following areas:
     Profits
     Products
     Quality
     Growth
     Fields of Interest
     Community

In order for [Company] to attain its vision in the manner
described in our mission statement, the following primary
strategic goals need to be achieved:

Corporate: By [x], 19[xx] [Company] will [Corporate
goal(s)]. We will become a [x] [acquired by a large company,
publicly traded company] for $[x] per share.

Products: By [x], 19[xx] [Company] will develop [Product-
related goal(s)]. We expect to replace [competitive/existing
products or services] by [x]% by 19[xx].

Market: By [x], 19[xx] [Company] will reach [Customer-
related goal(s)]. We will have an active customer base of
over [x] To reach these customers we plan to add [x]
(retailers, distributors, service centers) per month/year
and we will have a total of [x] (retailers, distributors) by
19[xx]. We will expand our marketing efforts to the regions
of [x] and generate additional revenue as high as [x]% more
than current levels.

Sales: By [x], 19[xx] [Company] will [Sales-related
goal(s)]. Our products will be prominently displayed in over
[x] retail stores and influential establishments, with
salespeople and consultants being knowledgeable and
supportive of our products and company.

     For 19[xx] total sales will exceed $[x].

     For 19[xx] total sales will exceed $[x].

     For 19[xx] total sales will exceed $[x].

     For 19[xx] total sales will exceed $[x].

Operations: By [x], 19[xx] [Company] will produce
[Operations/Production-related goal(s)]. Compared to past
performance of [x] [product/service name, type] in the [x]
industry we intend to [x].

[]   Match your performance expectations to industry
     conditions and/or explain how and why your operation
     will be different.

Finance: By [x], 19[xx] [Company] will [Finance-related
goal(s)]. We will carefully evaluate and plan investments
and budget expenses to generate a consistent [x]% pretax
profit. Based on a [x]% market share for our [x] product by
19[xx], we estimate our return on investment to be [x]%.

[]   How much return will be generated and by when?

[]   Illustrate that you have planned for investors to
     receive their return on investment--go public in 5
     years, be acquired in 4 years, dividends, etc.

[]   Based on intended activities, indicate how much the
     company will be worth in future years.

[]   If you have other significant company goals, list them.

By [x] of 19[xx] [Company] will [x]

[]   List other major goal(s) to include:
     1.   Understand customers, competition and industry
     2.   Product/service/channel/customer congruency
     3.   Product/service life cycles
     4.   Growth by fields of interest
     5.   Balance people/management/business goals
     6.   Transition from single-point to distributed
          management
     7.   Operate at 50 vs. 15 employees
     8.   Develop values and culture
     9.   Hire the best people

We feel confident that the above goals can be reached. [x]
of our managers come from environments where they
experienced [x] [managing a large organization, a rapid
growth high-tech development team] and [x].

[]   Relate previous track record of managers to demonstrate
     feasibility of actually achieving your goals given the
     experience of the people involved.


Objectives

[]   Optional: Depending on the depth and target audience
     you want to reach with this business plan, you may or
     may not need to include this section on the specific
     objectives or tactics your company will carry out to
     reach the strategic goals listed above.

[]   If you do not wish to go to this level of detail,
     delete this section. Otherwise, obtain the required
     information (from your management team, if applicable)
     and fill out the following.

During the next year in order to help attain the primary
goal of [list first primary goal from above] [Company]'s
organization will carry out the following specific
objectives:

1.   [x] by [Month], 19[xx].

2.   [x] by [Month], 19[xx].

3.   [x] by [Month], 19[xx].

During the next year in order to help attain the primary
goal of [list next goal from above], [Company]'s
organization will carry out the following objectives:

1.   [x] by [Month], 19[xx].

2.   [x] by [Month], 19[xx].

3.   [x] by [Month], 19[xx].

[]   If you want to outline the objectives for more than two
     of the goals listed, copy the above text for each goal.

Other objectives we have set for ourselves include [x].

[]   Make sure they fit with the goals set previously.
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