A. Executive Summary
B. Review of financial and market performance during the past year
C. Assessment of current situation and the market
1. Customers
2. Competition
3. Company’s strengths and weaknesses
4. Major problem s/opportunities to be dealt with in next year
D. Strategy for the next year in business (What will it take to get ahead or stay ahead?)
1. Marketing Strategy
2. Manufacturing Strategy
3. Financial Strategy
E. Financial request
F. Pro forma cash flow, balance sheet and income statement (Quarter 1 to 8)
G. Tactical plan (Quarters 1 to 8)
The communication style should emphasize objectivity and candor.
E. Strategy for the next year in business (What will it take to get ahead or stay ahead: Pro forma cash flow, balance sheet and income statement