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The following is a complete detailed outline of QuickPlan Restaurant:
- Title Page.
- Confidentiality Agreement.
- Table of Contents.
- Executive Summary covering Statement of Purpose, Business Description, Industry Analysis, Marketing Strategy, Location and Operations, Management, and Financial Plan including Use of Proceeds, Exit/Collateral/Payback Strategy, and Conclusion.
- Business Description including History, Legal Form of the Business, Current Situation and Future goals.
- Restaurant Industry Analysis/Outlook including current industry Analysis/Forecast, Operational Trends, and sector forecast...Full Service Outlook, Limited-Service Outlook, Other Eating Places, and Regional/State Outlook, Local market Segment, customer profile including POP-FACTS demographic report sample of local market demographics and customer profile for a 1, 3 and 5 mile radius Targeted Customer profile, local competition, and business risks.
- Marketing Strategy including building and signage, sales strategy, customer service, advertising and promotion, Media Plan, Publicity Strategy, and Community Relations.
- Location and Operations covering Property and Facility, Licenses and Government Regulations, Utilities Requirements, Build-Out Estimates, Permits, Build-out Equipment, Furniture, Restaurant Equipment, Menu, Personnel/service, Procedures and Controls, Inventory, Ambiance and Entertainment.
- Management covering key principals, managers and responsibilities.
- Financial Plan summary of provided five year pro forma statements and assumptions, capital requirements, Use of Proceeds, Exit/Payback Strategy, and conclusion.
- Projected five year month-to-month financial statements matrix to generate the following:
Review Sample Financials
Worst Case Scenario projected five year month-to-month financial statements:
- Operating Budgets
- Income Statements
- Balance Sheets
- Cash Flow Analysis
- Break Even Analysis & Financial Ratio Analysis
Five Year Summaries of :
- Operating Budgets
- Income Statements
- Balance Sheets
- Cash Flow Analysis
- Industry Operations Comparison (your numbers vs the industry
averages)
Realistic Case Scenario projected five year month-to-month financial statements:
- Operating Budgets
- Income Statements
- Balance Sheets
- Cash Flow Analysis
- Break Even Analysis
- Financial Ratio Analysis
Five Year Summaries of:
- Operating Budgets
- Income Statements
- Balance Sheets
- Cash Flow Analysis
- Industry Operations Comparison, your numbers vs the Industry Averages.
Best Case Scenario projected five year month-to-month financial statements:
- Operating Budgets
- Income Statements
- Balance Sheets
- Cash Flow Analysis
- Break Even Analysis
- Financial Ratio Analysis
Five Year Summaries of:
- Operating Budgets
- Income Statements
- Balance Sheets
- Cash Flow Analysis
- Average Operating Percentages Comparison/ Your Numbers vs the Industry
More Resources
- Bar Manual for you to edit into your own.
- Employee Manual for you to edit into your own.
- Operations Manual for you to edit into your own.
- Complete Industry Analysis/Outlook.
- Small Business Administrations' 31 most asked questions and SBA/How to raise money.
- ADA Guidelines for Small Business.
- Auto Forms and Info.
- Hospitality Resources on the Internet over 350 html links..(html file) to all of the following categories on the Internet, (already in html, just point and click)...Associations, Beverage Resources, Culinary, Free Newsletters, Government, Management resources, POS Vendors, Publications, Recipes, Recruiters, Restaurants and Chains, Restaurant Directories, Schools and Universities, Suppliers, and Technology. Created by Chuck Gohen of Restaurant Associates NorthWest of Portland Oregon.
Hard copy with professionally printed indexes covering supporting documents for your plan:
- Advertising Samples
- Articles of Incorporation
- Awards
- Bar
- Build-out Estimates
- Collateral Statement
- Competition
- Company Financials
- Demographics
- Employee Manuals
- Equipment Estimates
- Floor Plan
- Health Department
- Industry Analysis
- Insurance
- Internet
- Inventory
- Licenses and Permits
- Lease Agreement
- Loan Application
- Menu
- Management Resumes
- Operations Manual
- Real-Estate
- Recipes
- Staff Schedule
- Trade References
- Vendors
- Personal Information
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