BUSINESS PLAN RUBRIC TEMPLATE

PLAN TITLE	DATE
REVIEWER NAME
RUBRIC	SCORE	SCORING SCALE	TOTAL
Expectations exceeded	4	EXEMPLARY	25 – 28
Expectations met	3	ACCEPTABLE	21 – 24
Guidelines met	2	NEEDS IMPROVEMENT	16 – 20
Guidelines somewhat met	1	INADEQUATE	0 – 15
Incomplete; Information not available	0
CRITERIA	4	3	2	1	0
EXECUTIVE SUMMARY
This provides a concise, thorough overview and effectively outlines main points of the plan.
BUSINESS DESCRIPTION
This clearly conveys the business idea. It includes a detailed reason for the launch as well as a detailed description of the service / the product offered. It describes the company's vision, mission, focus, and value proposition.
INDUSTRY ANALYSIS
This identifies the industry size, segments, maturity, trends, and outlook; it details the possibilities, threats, and potential barriers to entry. It provides a comprehensive competitive analysis. It defines the target market and consumer demographics. It also provides the competitive and unique advantages.
MANAGEMENT PLAN
This defines the form of business ownership and provides the reasoning of the chosen form. It also provides an organizational chart with members' names, roles, and qualifications. It defines the additional stakeholders and solicited professional services.
MARKETING PLAN
This clearly conveys the overall marketing strategy and provides the budget. It also provides the plans for the following areas: pricing, distribution, promotion, advertising, media, PR, sales, and sales management.
OPERATIONAL PLAN
This outlines and addresses any human resources, facilities, and technology infrastructure needs. It identifies all logistic and distribution needs. It also provides implementation timetables and progress monitoring processes.
FINANCIAL PLAN
This includes a comprehensive start-up cost report. It also identifies possible sources of initial financing. It provides the sales forecasts, income projections, pro forma financial statements, break-even analysis, and capital budget.
COLUMN TOTALS
TOTAL SCORE

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