Exhibit_E_-__Business_Plan_Outline.pdf

VR-1012A FORFF (3-21) Page 1 of 3ARIZONA DEPARTMENT OF ECONOMIC SECURITY Rehabilitation Services Administration, Vocational Rehabilitation (VR) Program

SELF-EMPLOYMENT GUIDE

PART 4: BUSINESS PLAN OUTLINE

Your business plan must follow the outline and attachment/exhibit numbering as shown below. All research results must be documented and factual.

ATTACHMENT 1: EXECUTIVE SUMMARY

Include a brief introduction and summary of your business plan and highlights of the main categories of the plan, i.e., products/services, potential customers, and financing.

ATTACHMENT 2: BUSINESS DESCRIPTION

Include pertinent information about the business and describe in detail, the company’s products and services.

Business name and physical / mailing addresses

Company mission statement

Uniqueness of the company, its services and/or product lines

Description of the product(s) and/or service(s) offered

Plans for future product or service development

Description of the business location and geographic impacts on the business

Strengths, weaknesses, opportunities, and threats to the business

Licenses or permits or other written authority required by State, City, County, or other government unit, for practicing an occupation (e.g., cosmetology or barber examination).

Licenses or permits required by city, state, and federal regulations to permit the operating of the business

Business registration, tax registration, and insurance requirements.

ATTACHMENT 3: OPERATIONS PLAN

Include pertinent information about the backgrounds, skills and expertise of the owner and/or the business management team.

The organizational chart and responsibilities of the key employees and their resumes, if applicable

Compensation methods for the management team (cash, salaries, 1099 forms, W-2 forms, etc.)

Form of business (Sole Proprietor, Partnership, LLC, C Corporation)

Decision making authority

Methods of producing, selling, distributing and servicing products to potential customers

Methods of service delivery

Product/service quality control strategy

Inventory control strategy

Management information systems for accounting, customer service, legal support, etc.

Economic, seasonal and technical factors impacting profitability

Other operational concerns

See page 3 for USDA/EOE/ADA disclosures

VR-1012A FORFF (3-21) Page 2 of 3

ATTACHMENT 4: MARKETING PLAN

A market analysis that describes direct and indirect competitors that the business will face in reaching the target markets and the potential barriers to entry into the market.

An overview of the industry and the target market as the basis for the marketing and sales strategies.

Target market(s) and demographic information to support the assumptions that an adequate market exists and is likely to utilize the product(s) and/or service (s) offered by the business.

Market size and growth trends.

Marketing and sales strategies (goals, tactics and contingencies)

Pricing strategy the business plans to use relative to the competitors

Advertising methods to be used to promote the product(s) and/or service(s) in the target market. (media type, frequency, intensity)

ATTACHMENT 5: FINANCIAL PLAN

Complete Exhibits A-D

EXHIBIT A: CLIENT’S PERSONAL ASSETS AND LIABILITIES

1. Assets

Cash-checking accounts

Cash-savings accounts

Contracts owed to you

Securities, stocks, bonds

Real Estate (market value)

Vehicles (market value)

Other Assets

Total Assets

2. Liabilities

Current Bills

Mortgage

Loans

Taxes

Other Liabilities

Total Liabilities

Total Assets - Total Liabilities = Net Worth

EXHIBIT B: FINANCIAL PROJECTIONS FOR THE FIRST TWO (2) YEARS MUST INCLUDE:

Total projected sales of products/services broken down by type, year, month, and dollar amount

Cost of goods sold broken down by type/category, year, month and dollar amount

Gross profit broken down by type/category, year, month, and dollar amount.

Total projected expenses broken down by type/category, year, month, and dollar amount.

Net profit broken down by type/category, year, month, and dollar amount.

VR-1012A FORFF (3-21) Page 3 of 3

EXHIBIT C: REQUEST FOR VR FUNDING - STARTUP COSTS

For each item include an explanation why it is required, units required, cost per unit including 3 quotes, cost per item, the name of the supplier, an explanation why a specific brand or supplier must be used.

Materials and supplies

Equipment/tools

Rent

Utilities

Insurance premium

Marketing and promotion (brochures, business cards, website development, etc.)

Professional services (e.g., bookkeeping, etc.)

Other (specify)

EXHIBIT D: OTHER FUNDING SOURCES

List funding you received from other sources such loans from the Small Business Administration, bank, investors, etc.

In-kind contributions: List the items or services you plan to contribute to the business. This can include vehicles, equipment or tools you already own that will be used in the business.

Cash reserve

List the dollar amount of the business cash reserve required to pay bills and personnel cost until a business is profitable. Cash reserves can come from personal savings, loans, or other sources (such as family members or grants). The VR Program will not provide any cash reserve.

ATTACHMENT 6: SUPPORTING DOCUMENTATION

Include here any additional information that may be useful to evaluating the business plan.

Resumes of key managers including yours

Organizational chart

Photos of products and storefront

Market research data

Tax returns for previous years

Copies of pending or current contracts, if any

Copy of the lease or letter of intent to lease the space for the business office

Articles of Incorporation, Certificate of Good Standing from the State Corporation Commission, Partnership

Agreement, etc.

Copy of licenses or permits or other written authority required by State, City, County, or other government unit, for practicing an occupation (e.g., cosmetology or barber examination).

Copies of zoning licenses or permits required by city, state, federal regulations, landlords and homeowner associations to permit the operating of the business on the properties

Equal Opportunity Employer / Program • Auxiliary aids and services are available upon request to individuals with disabilities • To request this document in alternative format or for further information about this policy, contact your local RSA office; TTY/TDD Services: 7-1-1