The measurable strategic objectives which the business commits to achieving in its strategic plan. The proposed year-by-year return to the investor SUPPORTING DOCUMENTS Strategic plan

We seek a concise strategy that consists of

1. Organizational mission statement
2. Key stakeholders and what they expect from the organization
3. Customer segments and the needs common within the segments.
4. Products and services offered by segment
5. Strategic objectives by segment and for the total organization for at least 3 years
6. Key strategic leaders, their roles and CVs.

Financial pro forma for at least 3 years in spreadsheet (Excel) format

1. Key assumptions
2. Sales projections by month for Year 1, by quarter for Year 2 and by year for the remaining period of the strategic plan
3. Variable (direct), fixed (indirect) and capital costs to be incurred in the same time periods for which sales are projected
4. A summary spreadsheet showing sales, variable (direct) costs, gross margin, profitability and cash flow for the same time periods for which sales are projected

Relevant property rights and legal structure guarantees