1. Restaurant Name
Business Plan

2. The idea: One sentance High-Level The concept: The Offer
The style will be unique: Why people will find it unique?

3. Fast Growing Segment: Describe the market
Concept
Market
Fast Growing Segment: Describe the market
Fast-Casual Growth: Describe the potential

4. Differentiator 1: Serving... Differentiator 2: Style, Environment...
THE BUSINESS MODEL
Niche
Differentiator 1: Serving...
Differentiator 2: Style, Environment...

5. THE NAME
Inspiration or list of Ideas
Name Ideas:
Name Inspiration:

6. THE MENU Vertical, Serving Style or Entree Niche Appetizers: Entre:
Sides:
Dessert:
Beverages:

7. Market Analysis
Business Plan

8. THE CUSTOMER The target customer: Age, Education, Income, Behavior
Target Market
The target customer: Age, Education, Income, Behavior
Customer Trends: Describe why this demographic is looking for you
Point 1
Point 2
Point 3
Point 4

9. City, State Location Options: Location 1 Location 2 Location 3
Locations
Location Options:
Location 1
Location 2
Location 3
Location 4

10. LOCATION PROFILE Population: ## County/District: ##
Demographics
Population: ##
County/District: ##
Top Industries: Top Corporations, Universities, Government Employers
Retail Hubs: “Drafting” location successful businesses

11. BUSINESS CLIMATE Local: $$## International: $$##
Statistics
Local: $$##
International: $$##
Areas For Opportunity: Target Market
Business Community: Climate

12. POPULATION
Statistics
County/District Detail: Map locations

13. EDUCATED CUSTOMER BASE
Statistics
Districts/Regions: Map locations

14. INCOME CUSTOMER BASE
Statistics
Districts/Regions: Demographics

15. TARGETED CUSTOMERS Districts/Regions Targeting: Targets
Statistics
Districts/Regions Targeting: Targets
The Local Market: Cusotmer Radius
Commuting Workers and Tourists:
Commercial Events:
Catering:

16. TARGETED CUSTOMERS Detail Description Target Market #1
People and households
People Migrating
Commercial business
Demographics
Consumers ages
Workers and Tourists
Businesses from 20 to 300 emp
Buying Behaviors
Frequent but small purchases
Infrequent but larger
Infrequent but very large
Size
Residents/ $
Households/ $
Restaurant Sales/ $
Daily Customers
Annual Tourists
Businesses
Projected Sales
Trends

17. TARGETED CUSTOMER STRATEGY
Detail
Strategy
Target Market #1
Target Market #2
Target Market #3
Positioning Message
Pricing
Product Customization
Distribution
Promotions
Advertising
Public Relations
Sales Promotions

18. CUSTOMER RING STUDY Proposed Locations: Target
Statistics
Proposed Locations: Target
Customer Radius: Radius Study – 5 miles
Description KM
Population
Households
Average Household Income

19. MARKET SIZE Census Information: Total Market $
Statistics
Census Information: Total Market $
Full Service Restaurants: Competition
Total Restaurant Sales: Availiable Opportunity
Average Sales Per: Average per plate

20. MARKET SIZE DOLLARS Customer Expenditure Survey: Disgresionary Income
Statistics
Customer Expenditure Survey: Disgresionary Income
Radius of Market proximity: Total Oppotunity Set

21. FOOD SERVICE MARKET
Detail
Locations: Circle Areas of opportnity

22. Sales & Marketing
Business Plan

23. COMPETITION Compeitor #1: Market Research
Top Competitors
Compeitor #1: Market Research
Compeitor #2: Market Research
Compeitor #3: Market Research

24. MESSAGE Message #1: Market Research Message #2: Market Research
Differentiation from Competitors
Message #1: Market Research
Message #2: Market Research
Message #3: Market Research
Message #4: Market Research

25. SALES Marketing or Advertising: Opportunity 1
Direct & Advertising
Marketing or Advertising: Opportunity 1
Marketing or Advertising: Opportunity 2
Marketing or Advertising: Opportunity 3

26. SALES APPROACH Spend Description $
Total Annual Advertising and Media Costs

27. THE INNER WORKINGS Hours of Operation: Days and Time
Operations
Hours of Operation: Days and Time
Staffing: # Full Time and # Part Time
Wages: $ Full Time and $ Part Time.
Food Costs: % Target and average Cost Per Order.

28. LOCATION DESIGN
Look and Feel
Layout Concept:
Branding:
Color Pallet:

29. LOCATION INTERIORS
Look and Feel
Add Sketches

30. LOCATION EXTERIORS
Look and Feel
Add Sketches

31. Financials & Risk Management
Business Plan

32. THE MANAGEMENT TEAM
Experience
Add Profiles of the owners:

33. THE LEGAL STRUCTURE
Entity Type and Ownership
Display legal structure: Ownership, Formation Type, Investment

34. RISK MANAGEMENT
Insurance
Explain Insurance:

35. REQUIRED START-UP FUNDS
Item
Amount
Real Estate $
Building
Equipment
Furniture & Accessories
Initial Inventory
Deposits
Legal & Accounting
Advertising
Working Capital
Total

36. CAPITAL STRATEGY Total Amount Required Amount
# of Investors (% of ownership) $
Commercial Bank Loan (Real Estate or Lease)
Owners
Total
Debt Service Payments
Amount
Principal Amount Borrowed $
Interest Rate %
Term #
Total Loan Payment

37. THE MILESTONES Steps to Launch Finalize Business Plan Date 2016
Finish legal work Date 2016
Request and review construction bids Date 2016
Obtain building permits, Firedepartment Date 2016
Begin Construction Date 2016
Add Furniture & Fixtures Date 2016
Health Department Inspections Date 2016
Hire, Train and Launch Staffing Plan Date 2016
Warm Opening Date 2016
Grand Opening Date 2016

38. Startup Funding Funding Breakdown Required Statup Funds Amount Totals
Depreciation
Notes
Fixed Assets
Real-estate
Buildings
Leasehold Improvements
Equipment
Furniture and Fixtures
Vehicles
Other Fixed Assets
Total Fixed Assets
Operating Capital
Pre-Opening Salaries and Wages
Prepaid Insurance Premiums
Beginning Inventory
Legal and Accounting Fees
Rent Deposits
Utility Deposits
Supplies
Advertising and Promotions
Licenses
Other Initial Statup Costs
Working Capital (Cash on Hand)
Total Operating Capital
Total Required Funds

39. Salaries & Wages Employee Cost Breakdown Salaries and Related Expenses#
Assumptions
Wage Base
Monthly
Year One
Year Two
Year Three
Percent Change
Salaries and Wages
Owner's Compensation
Salaries
Wages
Full-Time Employees
Estimated Hours Per Week
Estimated Rate Per Hour
Part-Time Employees
Independent Contractors
Total Salaries and Wages
Payroll Taxes and Benefits
Social Security
Medicare
Federal Unemployment Tax
State Unemployment Tax
Employee Pension Programs
Workers Compensation
Health Insurance
Total Payroll Taxes and Benefits
Total Salaries and Related Expenses

40. Operating Expenses Fixed Operating Expense Breakdown
Fixed Operating Expenses
Monthly
Year One
Year Two
Year Three
Percent Change
Expenses
Advertising
Car and Truck Expenses
Commissions and Fees
Contract Labor
Credit Card and Bank Charges
Customer Discounts and Refunds
Dues and Subscriptions
Entertainment
Insurance (Liability & Property)
Legal and Professional Fees
Office Expenses
Postage and Delivery
Rent
Rent on Vehicles and Equipment
Repairs and Maintenance
Supplies
Telephone and Communications
Travel
Utilities
Total Expenses
Other Expenses
Depreciation
Interest
Commercial Loan
Commercial Mortgage
Line of Credit
Total Other Expenses
Total Fixed Operating Expenses

41. Sales Forecast Projected Revenue Products and Services Assumptions %
July
August
September
October
November
December
January
February
March
April
May
June
Local Market Food Sales
Price Per Unit
Variable Cost Per Unit
Gross Margin Per Unit
Projected Unit Sales
Seasonality Factor
Year One
Year Two Growth
Year Three Growth
Fixed Expense Allocation
Projected Revenue
Variable Costs
Gross Margin
Fixed Expenses
Profit
Breakeven Sales Revenue
Breakeven Sales Units
Commuter Food Sales
Seasonality
Year Two
Year Three
Fixed Expenses Allocation

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