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Business Plan Toolkit

Having a written business plan can be helpful for the success of any enterprise. It describes all aspects of your business – what it does, the financing it has or needs, its future plans, and your strategy for making it all work. The plan is a roadmap for you and your employees and typically includes the following:
  • Cover page and table of contents: List the business name, logo, and contact information for the owner. Also, organize your plan with a table of contents and page numbering.
  • Executive summary: Give a brief description of your organization to get people interested. It may be best to wait to draft this section until after you’ve completed the rest of the business plan.
  • Market analysis: Describe your industry, target market, and competitors.
  • Company description: Explain how your business will meet customer needs and how it will compete with similar businesses.
  • Organization and management structure: List who does what in the company, who the owner is, profiles of your management team, and information about your board of directors, along with relevant past experience.
  • Marketing and sales plans: Explain how you plan to market your business and generate sales.
  • Service or product: Describe your product or service and any copyrights, trademarks, or patents you have.
  • Funding requests: Outline current and expected funding needs for the next five years. Include a budget that shows how you expect to use invested capital and any long-term financial strategies.
  • Financial projections: Include past and projected income statements, balance sheets, and cash flow statements.
  • Appendix: Attach extra documents, such as tax returns, your resume, research, leases or contracts, letters of recommendation, etc.
  • Tip: Revise your business plan as circumstances change to keep it up to date with your current strategies and goals. (Wells Fargo Small Business Resource Center)
    * Please note that the Business Planning Tool is unaffiliated with Wells Fargo Advisors.

Create a Business Plan

Take your business to the next stage.

Staying Ahead of the Competition

When you’re vying for customers’ dollars and loyalty, it’s important to know where you stand relative to the competition. Just like a football coach who is scouting upcoming opponents, competitive intelligence can bring competitors’ strengths and weaknesses into focus. Understanding where your competitors are falling short or how they’re innovating can offer insight that may help you differentiate your business.

Competitive Intelligence Tool

Help manage and grow your business by comparing your business to competitors; mapping your competitors, customers, and suppliers; and finding the best places to target your next advertising campaign.