Event Planning Business Plan Example | Upmetrics

1 Event Planning10200 Bolsa Ave, Westminster, CA, 92683 (650) BusinessPlanJohn DoeDream fulfillmentTable of ContentsExecutive Summary4 Business Overview5 Objectives5 Management5 JOHN DOE5 Mission5 Keys to Success6 Financial Highlight6 Net Income & Gross Margin6 Chart6 Business Summary7 About Business8 Business Ownership8 Start-up Summary8 Startup Expense8 Start-up Assets9 Funding9 Location9 Office Design10 Products and Services11 Products and Services12 Party Pack12 Step-by-Step Guides12 Event Planning Software12 Resources Manual13 Event Planners Training Institute13 Competitive Comparison13 Market Analysis14 Market Segmentation15 Private Organizations and Businesses15 Public Organizations15 Age Breakdowns16 Customer Segmentation16 Chart161 / 30 Target Market Segment Strategy17 Service Business Analysis17 Hotels and Conference Centers17 Other Event Planners18 Employees or Persons wishing to do it themselves18 Marketing and Sales19 Marketing and Competition20 Sales Strategy20 Private and Public Organizations20 Individuals20 Sales

2 Forecast20 Sales21 Chart21 Management and Operations22 Management Summary23 Organizational Structure23 Personnel Plan23 Financial Plan24 Financial Plan25 Important Assumptions25 General Assumptions25 Key Financial Indicators25 Benchmark26 Chart26 Break-even Analysis26 Income Statement (5 Year Projections)27 Balance Sheet (5 Year Projections)28 Cash Flow Statement (5 Year projections)292 / 30 Easy to use Business Plan SoftwareGet started using a Business plan template is always the fastest way to write yourbusiness plan, but as you know, you can't just fill in the blanks along with a template. Youwill need a collaborative tool that guides you on every step of your can help. With Upmetrics , you can easily bring your team to write aprofessional Business plan with automated financial forecasts. You can also do:200+ Sample Business plansGet access to hundreds of sample Business plans covering almostall industries to kick start your Business plan writing. This helpsyou to get an idea how the perfect Business plan should look Sample Business PlansStep-By-Step GuideYou'll receive step-by-step instruction as soon as you select anybusiness plan template.

3 We made Business Planning easy withprompt help and examples on every step of your Business How It WorksConduct accurate financial projectionsDo not worry about not having accounting skills. With Upmetrics ,Simply enter your sales and costs figures, and we'll prepare all ofyour monthly/quarterly and yearly financial How It Works[YEAR] Business Plan | Event Planning3 / SummaryBusiness OverviewObjectivesManagementMissionKeys to SuccessFinancial Highlight[YEAR] Business Plan | Event Planning4 / 30 Business OverviewStart Writing to the future of Event Planning ! Eventel, The Event planningspecialists bring to the community of Portland a new breath of air in the eventplanning market. By combining old fashioned values, going the extra mile, andusing cutting edge Event - Planning software, Eventel will lead the market,providing the same quality results, every Writing is a small Business aimed at the big time. In order to reach its loftygoals, Eventel must focus on the mission behind the vision.

4 It will take all theemployees, owners, founders, and vendors daily living the vision that Eventelrepresents. The vision manifests itself in three ways:ManagementJOHN DOEO wner - will be lead by John Doe. Throughout her life, Ceece has been a planner,and only recently has she truly discovered that she could leverage her passion andskill into a Business opportunity. While Greece was pursuing her undergraduateand graduate degrees, she was a chairperson for no less than four differentstudent organizations. After receiving her MBA, she went to work for IBM as aproject manager. It was her six years at IBM pursuing project management thattruly honed not only her Planning / project management skills but also herinterpersonal skills. After her fifth year at IBM, Greece began to get a bit toocomplacent and began dreaming of leaving to begin her own Business . At first, itwas a struggle to figure out what she could do on her own. One day on a long bikeride she had an epiphany, realizing that she should begin her own Event unlock help try Upmetrics !

5 To unlock help try Upmetrics ! [YEAR] Business Plan | Event Planning5 / 30 Start Writing an ever-changing, fast-paced world, success is determined by good choicesfor lasting effects. Communication is essential. Eventel strives to be the bestchoice for clients by helping to ease their Event Planning burden. Throughconsistent, predictable professionalism, Eventel will ensure a worry and hassle-free Event at a reasonable to SuccessStart Writing keys to success include the commitment to quality by every person who ispart of the team. Each of us will be responsible to push ourselves to a higherlevel of professionalism in three areas:1. Consistent, accurate fulfillment of the client's HighlightNet Income & Gross MarginFinancial YearSalesGross MarginNet ProfitYear132000028000080000 Year2470000370000210000 Year3520000410000280000 SalesGross MarginNet unlock help try Upmetrics ! To unlock help try Upmetrics ! [YEAR] Business Plan | Event Planning6 / SummaryAbout BusinessBusiness OwnershipStart-up SummaryLocationOffice Design[YEAR] Business Plan | Event Planning7 / 30 About BusinessStart Writing OwnershipStart Writing is established as a sole proprietorship with the intention of selling thebusiness when it is established to one of the employees invested in the visionof Event Planning .

6 All aspects of the Business will be documented to ensureclients can count on the same results every time. It is these documents thatwill become the basis of ownership. The sole proprietor will use his or herStart-up SummaryStart Writing careful Planning on the part of the founders, the startup costs forEventel is minimal. It began as a home-based Business with little overhead,and it continues to demand fewer outlay of funds as a service-based start-up cost investment funds were assets saved from prior earnings bythe owners who did Event Planning on a part-time basis before establishingStartup ExpenseStart-up ExpensesLegal[Amount]Stationery etc.[Amount]Brochures[Amount]Consultants [Amount]Insurance[Amount]To unlock help try Upmetrics ! To unlock help try Upmetrics ! To unlock help try Upmetrics ! [YEAR] Business Plan | Event Planning8 / 30 Rent[Amount]Research and Development[Amount]Expensed Equipment[Amount]Other[Amount]Total Start-up Expenses[Total Amount]Start-up ExpensesStart-up AssetsStart-up Assets NeededCash Balance on Starting Date[Amount]Start-up Inventory[Amount]Other Current Assets[Amount]Total Current Assets[Amount]Long-term Assets[Amount]Total Assets[Total Amount]Total RequirementsFundingFundingOwner ContributionOtherTotal InvestmentLocation[YEAR] Business Plan | Event Planning9 / 30 Start Writing is located inside the city limits of Portland, Oregon.

7 It is a home-basedbusiness. Most meetings with clients are conducted in social settings, such asrestaurants, coffee houses, the client's home, facilities wishing to be used forthe Event , or over the phone. Although the demand has not yet reached itspeak, Eventel will eventually move from its home base into a small officeOffice DesignStart Writing company will maintain ahigh degree of professionalism. Alloffices are equipped with the latest inbusiness technology, such astelephone systems, computers, faxTo unlock help try Upmetrics ! To unlock help try Upmetrics ! [YEAR] Business Plan | Event Planning10 / andServicesProducts and ServicesCompetitive Comparison[YEAR] Business Plan | Event Planning11 / 30 Products and ServicesStart Writing Eventel is primarily a service Business , we also offer products to aidour customers in Planning the Event themselves. The following products aretools used inside our operation for the best possible results:Party PackStart writing Party Pack is a complete kit for any party.

8 It includes decorations, lightingeffects guide, disposable theme cameras, cutlery, plates, napkins, cups, punchmix (or recipe), snack supplies (or recipe), tablecloths, theme music (whereapplicable), invitations, thank-you cards, and a step-by-step guide to Planning ,putting together, and hosting the GuidesStart writing booklets include a calendar to map out the Event , a step-by-step guideon what is needed for and how to put together a successful, worry-free Event ,resource information, popular refreshments with recipes, games, and tips to puttheir Event in the record books. The events available include birthdays for allages, meetings, retreats, parties, vacations, and special occasion celebrationsEvent Planning SoftwareStart writing to be released in June 2000, this cutting-edge tool will allow the client allthe resources and visual aids for their Event Planning . They will be able to playwith decoration themes, listen to theme music, design invitations, thank-youcards, and RSVP cards, use the interactive Planning calendar, and much software will bring their Event into the millennium with cutting edgeTo unlock help try Upmetrics !

9 To unlock help try Upmetrics ! To unlock help try Upmetrics ! To unlock help try Upmetrics ! [YEAR] Business Plan | Event Planning12 / 30 Resources ManualStart writing valuable guide acts as a review for all the resources located in thesurrounding area. A ranking is given to the various services, such as caterers,decorators, disc jockeys, bands, and facilities. This manual gives the client thefreedom of making a choice based on Planners Training InstituteStart writing a member of the Portland community, it is our mission to support ourcommunity. Ten hours each month will be devoted to training area students inevent Planning . This will aid them in Planning proms, graduation parties, riverclean-ups, homecoming, and other important events . This is a priority ofEventel. It will not be cut back as the Business ComparisonStart Writing , although young, draws from the age-old tradition of going above andbeyond what is expected, every time. Our systems for Event Planning havebeen drawn up, evaluated, practiced, worked, and reworked to ensuremaximum efficiency while minimizing the possibility of error.

10 We employ localvendors who have the same desire to be the best at what they do whileTo unlock help try Upmetrics ! To unlock help try Upmetrics ! To unlock help try Upmetrics ! [YEAR] Business Plan | Event Planning13 / AnalysisMarket SegmentationCustomer SegmentationTarget Market Segment StrategyService Business Analysis[YEAR] Business Plan | Event Planning14 / 30 Start Writing following sections describe the market segmentation, strategies, andindustry SegmentationStart Writing breakdown of the market for Event Planning falls in a wide, very diversegrouping. Individuals, as well as organizations, demand the services weprovide. In order to provide the greatest depth of information, the marketsegments have been broken down into private and public organizations, andage Organizations and BusinessesStart writing organizations make up the single largest portion of Eventel' client organizations such as businesses, corporations, and political partieshost the most events on the largest scales, therefore, these events generatelarger revenues per Event .