It might be good to put in the profile of a managing barista if your coffee shop is going to be marketed to higher-end connoisseurs as well. OPERATIONS PLAN Panda Tip: Here the picture you are trying to paint is what your fully functioning coffee shop will look like.Either way, don’t be afraid to put together a very comprehensive profile on the beans you will use for your coffee, your suppliers, your processes. In addition, although it is less important, you should feature a bit on the other products you will sell. Take all the stuff you came up with before – your clientele, your ambience, your product – and put it together to illustrate your vision. Our Suppliers Panda Tip: While you may have touched upon the story of your suppliers in your coffee description if appropriate, here is where you would get into the more typical non-coffee-culture-based description of your product suppliers.
Investors like when someone with ‘skin in the game’ is involved in the day-to-day.
Licenses Panda Tip: Describe any business licenses you will have to acquire to run your coffee shop in the location you have chosen. Expense Projection Panda Tip: You should make an effort to lay out your projected expenses with something like: We expect our monthly outlay of expenses to approximate to the following: MANAGEMENT Panda Tip: Put together a comprehensive profile of anyone overseeing the business side of the coffee shop. Putting a face and a personality to the investment always helps.
Get into the nitty gritty of any arrangements you currently have with suppliers and the type of arrangements you will seek out with potential suppliers.
Our Personnel Panda Tip: You will need people to manage the day-to-day and give coffee to your clientele.
Obviously there will be a difference in the number of personnel you use based on the different times of day so go into detail there – how many people you will have on shift during peak hours versus down hours, etc.
Also, if you – as the owner – will be on the floor managing things, highlight this.Panda Tip: Be sure to explain why you feel that you will be a profitable business by the time you claim in the above statement, and any other claims you may make.People making investment decisions need to see a logical progression to profitability before they invest.Understanding the pros and cons of your location is vital to setting up your coffee shop for success.Explain the atmosphere you will be looking to provide to those that are coming into your coffee shop.Think back to when you outlined your target clientele. If they are college students, maybe an ad in the college newspaper?A strategic partnership with an on-campus organization? PRODUCTS Panda Tip: An essential part of the character of any coffee shop is its coffee.You will also face competition from any location selling coffee – from convenience stores to fast food restaurants.Our Specific Marketing Plan Panda Tip: Here is where you really drill down on the strategies you will take.Aside from those three points, succinctly explain to your reader whatever other details of you deem necessary for them to come away with a basic understanding of your vision.Additionally, if you are looking for funding, you may want to place something similar to the following at the bottom: In order to fulfill our vision for [COFFEE SHOP] we will require [DOLLAR AMOUNT] in capital, which will be allocated roughly according to the following table: If we are fully capitalized, we hope to be profitable by [TIME].