business or project plan contents(1).doc

8/13/2019 Business or Project Plan Contents(1).doc

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Business or Project Plan Contents

The Project or Business Plan should be seen as a working document, and should be

developed and adapted with the progression of the project or business

The Plan is a contract between the Project Manager, Executive Sponsor, Project

Team and other management of the enterprise associated with andor affected b!

the project" Each Project Plan component is essentiall! a work product resulting

from subtasks in the Make Plan Project Management task, but can be revised

during other project management activities" #t is important to document all

parameters that will have an impact on the project, its planning and execution" The

finished product can be $% pages long describe the following about the project&

Purposebackgroundapproach

'oalsobjectives Scope

(eliverables)

*onstraintsassumptions

+elated projectscritical dependencies

Schedule and milestones

Budgetcostbenefit assessment

+isk assessment

-ork Breakdown Structure .-BS/ 0ualit! management approach

Tools and techni1ues to be used

+esource estimates

Standards

*hange and control procedures

+olesresponsibilities

-ork plan

Team contact director!

2pproval signoff form

)2 project management term for the 1uantifiable goods or services that will be provided upon the completion of aproject" (eliverables can be tangible or intangible parts of the development process, and are often specified

functions or characteristics of the project"


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Sample Plan

1. Executive Summary

This should be on a separate page giving information on the project or

enterprise, a

summar! of the entire project or business plan"

2. Business or Project Background

3") Projected Business or Project 2ctivit!

This should explain what !our business or project is, where and wh! it

should happen 4 3 to $ paragraphs long"

3"3 5egal Business or Project (escription

2re !ou a sole trader compan! limited b! guarantee constituted group acharit!6 4 a few lines onl!"

3"$ 7inancial Projections

This should include the total setting up costs, how it will be met, and what

funding and grant applications will be made and to whom6 8our projected

turnover for ) to $ !ears depending on the duration of the plan" To include as

an 2ppendix"

3"9 :wners or 'roups Experience

2 few paragraphs on the experience of the group or owner to include a

current *";" as an 2ppendix"

3"< Support Team

This should include an! assistance expected from famil! friends or

volunteers"

This should also include an! paid staff .if applicable/ related to the project

or business planed for a specific timescale or for the future"

3"=External SupportThis could include an! agencies or groups or specialists which will give !ou

support in a specific field, .;2-, ;oluntar! Services, 2rts 7orum,

2ccountant, Enterprise 2gencies/"

3">Emplo!ment Policies

#f applicable to !ou project or business now or in the future"


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3. Aims and !jectives

$") Mission Statement

This should be the short and ?fluff!@ version of the executive summar! a

few lines

to a paragraph of the sort of thing !ou would find on leaflets etc"

$"3 Project or Business :bjectives

8our plan and objectives for !ear ), and if applicable the expected

progression and

development for !ear ) 3 $" 2 few paragraphs"

". Products and # or Services

Products or 2rt 7ormsThis should include all art forms that will be available for access and

participation or training during the project or a business would have product

lines" .$ to 9 paragraphs/

*ompetitive 2dvantage

State whether !our project or business is uni1ue, e"g" there is no similar

project within the area" . 3 to $ paragraphs/

*ustomer Service

Aave !ou a monitoring and evaluation polic! or procedure6 #s this an

ongoing process6 #s there a designated person to deal with an! complaints

first aid etc6 2re !ou insured6

Technolog! Process

(o !ou use an! P*@s or lap tops6 (esign, literature, promotional or

marketing" (o !ou work on a specific software package, do !ou intend to

purchase a specific software package etc6

$. %&e 'arket#ndustr! and or Service :verview

Aave !ou an! information on the industr! or service that !ou will be

providing from other groups or organisations, documentation published b!

an umbrella organisation within !our specialism" *an !ou give examples of

how successful a similar project has been, numbers attending, how it had

benefits for the area etc" 3 to $ paragraphs"


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*ustomer or Participant Profile

-ho are !our audience or participant groups6 (o !ou have an! letters of

support from groups or individuals who have participated previousl! or

would like to in future6 #nclude photocopies of these letters of support as an

2ppendix" ) to 3 paragraphs"

*ompetition or Similar Projects

Aow uni1ue is !our project or business6 #f !our project or business did not

go ahead where else could participants access or participate in this sort of

activit!6

(. 'arketing

Message

#f !ou had to write $ lines in an advertisement 4 what would it be6 8ou writethis"

Branding

#f appropriate 4 logo, contact details, web address" #f people see the logo

how do the! contact !ou6) to 3 paragraphs"

Pricing

#f appropriate 4 how !ou decided on the price or admission fee" #f it@s free 4

wh!6 Aow do !ou cover !our costs etc6 ) to 3 paragraphs"

Marketing Methods

Aow will !ou market the product or service6 E"g" Through a website

-hat@s on publication existing groups and organisations galleries

promotions network contacts" 3 to $ paragraphs"

2dvertising

Aow and where will !ou advertise !our product or service6 2s above word

of mouth etc" 3 to $ paragraphs"

="= (irect Mail

-ill !ou be targeting specific groups or organisations6 -ho and -h!6 3 to

$ paragraphs

="> Exhibitions or Shows

#f applicable 4 what where wh!6 ) to 3 paragraphs


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="C Public +elations

This should be an integral part of the project or business, contacts that !ou

have and the network that !ou ma! alread! have in place" ) paragraph

). Sales or Participation * Access

Sales or Participation and 2ccess *hannels

e"g" #f contact is made directl! with customer or client this will be the

primar! contact if through a group or organisation this will be the

secondar! form of contact" -eb site would also encourage direct contact")

to 3 paragraphs"

5ead Processing

#f !ou have a client or customer who wishes to purchase a product or

participate in an activit! how and who do the! contact6 -here do !ou

expect en1uires to come from6 -hat timescale do !ou envisage betweenen1uir! and response6 ) paragraph

#nvoicing or Pa!ment *ollection

#f applicable 4 how will this work6 -hat stage will !ou invoice6 Timescale

etc"

+. ,inance

#nvestment needed

2 few lines to include estimated costs, and how will these will be met6

2pplication of 7unds

5istings of essential *apital purchases .!ou should also include 3 different

estimates per item 4 !ou can print estimates off from information found on

the internet/"

-. S% Analysis

Strengths

-eaknesses

:pportunitiesThreats

Example/

Strengt&s eaknesses


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Positive personal or group attributes Degative of the compan! or

group

Enthusiastic Seasonal

Professionalism time in building up the

business or project

pportunities %&reats

Benefit of !our group or compan! Degative impact on the

development

'rants 5ack of grant aid

Specialist advice and support Possible 7uture *ompetition

business or project plan contents(1).doc

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