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Proforma template for organizations

foreign [Music] I am the owner of quality business plan and what I'd like to do today is to introduce you all to my meal kit delivery business plan template so the way the video is going to play out is first and foremost going to go ahead and give you a little bit of background about me who I am what I do and why I do it and then after that I'll introduce you all to my meal kit delivery business plan template specifically the word document which has the actual business plan template and then the Excel file which is the financial model I'll walk you all through through both of the documents show you what's included and then after we're done we'll wrap it up and sum it up alright so without further Ado let's go ahead and zip through this little presentation as promised a little bit about me again Paul Borowski doctoral candidate MBA as well as owner of quality business plan and quality business consultant I am a professional writer specifically a business plan writer so if you all want to avoid all the fun and excitement trials and tribulations growth opportunities of writing your own business plan feel free to pick up the phone give me a call somebody text me email my contact information is right here I would be delighted to write a business plan for you I am also a published author on amazon.com check out some of my books there they're focus on business plan writing as well as understanding financial statements and then finally I am an adjunct professor and subject matter expert in both business and finance so if you do need some help with those pesky's financial projections business plans ready to go but those numbers are keeping you up at night I'd be delighted to do your financial projections for you again pick up the phone give me a call to me text me email be delighted to help and enough about me let's go ahead and talk about the star of the show which is the mill kit delivery business plan template so in my meal kit delivery business plan template it does come with two documents which is the word document which is the actual business plan template and then the Excel file which is the financial model and in this video I'll be showing y'all what's included in both of those documents all right so when you do open a document for the word the word document you're going to be greeted with the title page what most my clients are going to do is they're going to go ahead and get rid of this wording right here and then they'll put the company logo and then leave business plan underneath second page is the table contents once you add all your information to the business plan inevitably you're going to have more pages so what you'll do is you'll click on the table of contents click on update table click and update entire table click on OK and then all your page numbers and all of your titles will update ingly third page is gonna be your executive summary section so in the executive summary and actually throughout the whole business plan any anywhere you see a yellow highlights you want to go ahead and make sure that information is aligned with your company um put your information in where needed and so the executive summary I give you four segments in here which is going to be your meal kit delivery summary your target market summary your financial highlights and then your funding request how much money you need to get this party started terms expected range of interest rates and such for the financial highlights these numbers right here once you update the financial model with your numbers and projections then you can go ahead and extrapolate the current revenues for the first year cost and net profits from the document next section is going to be a company description section in the company description I gives you a place to go ahead and put your information for your meal kit delivery summary popular products that you're going to be offering competitive Advantage section we also include a primary target market segment pricing strategy segment hours of operation segment and then we've got a location segment where you can go ahead and put the square footage of your location and how it is divided in the location and then finally this segment is wrapped up with the business objectives and timeline segment and this just tells the reader we anticipate your organization to be in three months six months and a year the next section is the industry analysis I get all my industry research from Ibis World Ibis World in my opinion is the industry leader in Industry research and what I do is I grab the report focused on meal kit delivery the meal kit delivery industry and then I extrapolate information from there summarize a paraphrase it and then put it into the template and of course at the bottom I do give credit to I by S world for their research and we have our SWOT analysis strength weaknesses opportunities and threats pretty straightforward you just click on the wording and put your own information in there next section is going to be the organizational structure and the organizational structure I break it into two segments which is the ownership segment and the organizational chart again just put your ownership information here and then for the smartart you just click on the information and you can go ahead and start typing what needs to be in there the next section is going to be the marketing section typically for a meal kit delivery company they're going to have three marketing segments or channels and I've given you a real good starting point for each one which is going to be a traditional marketing internet marketing and social media marketing next section is going to be the funding request section right here you're going to tell the reader how much money you need to get the party started the interest rate um interest rate range for the loan if you're going to have one and then the term expected the final sections can be your financial projections and my financial model I do include a profit and loss statement for the first year broken up monthly as well as quarterly as well as a finance as well as a pro forma income statement that gives the revenues cost and expense revenues cost and net profits for the next five years broken up annually all that information is in the financial model which is we're going to be covering in just a moment but once you update the financial model you copy and paste the financial statements in here and it'll look similar to this profit loss for year one month one through three quarter one month four through six Quarter Two seven through nine quarter three and then month 10 through 12 quarter four and then finally the pro forma income statement which is broken up yearly for the next five years summarizing your revenues your expenses and your net income all right so in order to get that information you do need to make some adjustments to the financial model which is again also included and in the financial model comes with four tabs your information page your projections which is just a summary of your financial standing profit loss for year one broken up again monthly as well as quarterly and then finally your income statement for the next five years so once you update your information on the information page you're just going to go to the various financial statements and you're going to copy them and then paste them into the word document now anytime you change any of the numbers in these darker colored cells right here right here and so on when you make that information as you make that those updates your profit loss statement your income statement your projections will also start updating automatically some of the information you can go ahead and modify to make it your own will be your daily sales your labor your startup cost monthly fixed cost miscellaneous information growth rates for the first five years for revenues and then annual growth rate for your fixed cost and then your loan information all right so hopefully this information was helpful so let's go ahead and wrap it up and sum it up in summary if you are interested in purchasing my business plan template it does come with a customizable Word document as well as a basic financial model that is customized for the industry I also provide various tutorials you can find my tutorials on this link right here if the tutorials just help you with the various aspects of the business plan template completing them and those tutorials can be accessed before or after you purchase a business plan template keep in mind there are some limitations to all my business plan templates you do need Microsoft Word and Microsoft Excel in order to make edits and also if you have any questions comments or concerns before you purchase a business plan template be delighted to have a great conversation with you my contact information is right here pick up the phone give me a call somebody text some email we have a great conversation however after you purchase my template then I do not offer free phone support if you want me to help you fill out that template I do charge for the service the services there it's mentoring but like I said I do charge for it and then finally if you do want to buy my business plan templates or check out the various templates that I have the link is right here and then finally if you don't want to mess around business plan templates you don't want to mess around with tutorials you just want a professional to write your business plan for you or you just want a professional to do your financial projections I would be delighted to do so pick up the phone give me a call somebody text send me email or visit my prices page right here and then finally please subscribe to my channel and that's it hopefully this was helpful I'll go out make a little bit of money and have a great day thank you