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(Includes Hard Copy, CD-ROM and Immediate Download)
Based
upon a Full Service Specialty Coffee Restaurant with
38 seats offering soups, salads and panini
sandwiches, this plan easily edits to cover any type
of Specialty Coffee Cafe with full menu capabilities
for breakfast, lunch and dinner.
The Industry
As part of the of the Restaurant
Industry the Coffee Shop segment is still one of the hottest.
To get an Idea of just how strong the demand for specialty coffee and the
corner Coffee Shop are, one only needs to look
at U.S. facility growth. In 1997 there were just over 2400 Coffee Shops listed
in the U.S. and there are now over 31,500 as of December 2009.
Starbucks
the number one contributor within the Industry operates/licenses
over 16,000 coffee shops in a variety of locations in some 37 countries
worldwide.
Quality and value have been the
issue and competing has been the name of the game on
both counts and it looks like efforts are working,
in
the most recent
Starbucks Corp quarterly filing on January 20, 2010, the world's largest
coffee chain earned 33 cents a share a share in its fiscal first quarter on
sales of $2.72 billion, compared with 15 cents a share on sales of $2.62 billion
in the same period last year.
Starbucks Corp. says people spent more money in its stores during its
fiscal first quarter, and its profit more than tripled.
The chain said its sales in stores open at least a year, considered a key
restaurant measure, rose 4 percent for the quarter after two years of
declines.
Demographic growth and demand
explains a great deal of the success of Specialty Coffee growth over the last
decade. The Specialty Coffee
demographic represents those with some of the highest levels of
disposable income aging into even more disposable income and more discerning
tastes.
The Industry is tied directly to
the health of the U.S. Economy and consumer disposable income.
The CBO anticipates that the current recession, which started in December 2007,
will have lasted until the second half of 2009, making it the longest recession
since World War II they anticipate that real GDP will have dropped by 2.2
percent in calendar year 2009, a steep decline.
Severe economic downturns often sow the seeds of
robust recoveries. During a slump in economic activity, consumers defer
purchases, especially for housing and durable goods, and businesses postpone
capital spending and try to cut inventories. Once demand in the economy picks
up, the disparity between the desired and actual stocks of capital assets and
consumer durable goods widens quickly, and spending by consumers and businesses
can accelerate rapidly. Although CBO expects that the current recovery will be
spurred by that dynamic, in all likelihood, the recovery will also be dampened
by a number of factors. Those factors include the continuing fragility of some
financial markets and institutions; declining support from fiscal policy as the
effects of ARRA wane and tax rates increase because of the scheduled expiration
of key tax provisions; and slow wage and employment growth, as well as a large
excess of vacant houses.
Source: Congressional
Budget Office Economic Projections and revisions.
In CBO’s forecast, real
GDP increases by 2.1 percent between the fourth
quarter of 2009 and the fourth quarter of 2010 and
by 2.4 percent in 2011. Given CBO’s estimate of
growth in potential output, those GDP growth rates
will narrow the difference between actual output and
potential output (the output gap) only slightly.
Growth of real GDP will accelerate after 2011,
spurred by stronger business investment and
residential construction.
Source: Congressional
Budget Office Economic Projections and revisions.
The rebound in GDP and
will also affect real disposable income growth which
is expected to grow by 1.2% in 2010 after .50%
growth in 2009. For 2012 through 2014, CBO projects
that real GDP will increase by an average of 4.4
percent per year, which would close the output gap
completely by the end of 2014. Even though economic
activity began to increase again during the second
half of 2009, the unemployment rate continued to
rise, finishing the year at 10.0 percent. Hiring
usually lags behind output during the initial stages
of a recovery because firms tend to increase output
first by boosting productivity and by raising the
number of hours that existing employees work; adding
employees tends to occur later. CBO expects that the
unemployment rate will average slightly above 10
percent in the first half of 2010 and then turn
downward in the second half of the year. As the
economy expands further, the rate of unemployment is
projected to continue declining until, in 2016, it
reaches 5 percent, which is equal to CBO’s estimate
of the rate of unemployment consistent with the
usual rate of job turnover in U.S. labor markets.
Reflecting the large amount of slack in the economy,
inflation will decrease further from its already low
level in 2009, CBO forecasts. The core price index
for personal consumption expenditures (that is, the
PCE price index excluding the prices of food and
energy) will rise by about 1 percent (on a
fourth-quarter-to-fourth-quarter basis) in 2010 and
by 0.9 percent in 2011. The overall PCE price index
will rise by 1.4 percent in 2010 and 1.1 percent in
2011.
For
operators just getting started this may be the best
time within the business cycle to plan and open your
new facility understanding that with interest rates
still at all time low levels and marginal operators
going out of business you will have accounted for
the marginal efficiencies necessary to not only
survive against the competition but to thrive as we
cycle once again into economic expansion.
The
Bakery/Sandwich Segment of the Industry
(Source: Panera
Bread, Inc., analyst estimates 2009 and 2010)
As the recession kicked into high gear last year,
management rolled out a strategy to heat up business
and lift margins. To pull in higher gross profits
per item, it revamped the menu layout to make
high-margin items like soup/sandwich/salad combo
choices more visible. It also added more offerings
like a yogurt parfait at breakfast. And it upped
prices on some items, such as soup. But it also
increased the quantity of soup, so customers get 50%
more for $1 more. These efforts have helped keep the
bakery-cafe chain rolling in dough at a time when
many eateries are struggling. Panera's earnings have
climbed by double digits the past three quarters.
And it's kept up its long-running record of
double-digit sales gains.
Starting a small business is always risky, and the chance of success is slim.
According to the U.S. Small Business Administration, over 50% of small
businesses fail in the first year and 95% fail within the first five years.
Whether you are starting a new specialty coffee cafe are looking to raise additional
capital to expand your currently profitable specialty coffee business, or looking to
evaluate and value your business to sell, current statistics prove that you will do much
better with a business plan than without.
According to Dunn and
Bradstreet the primary reasons for failure vary, but all of the reasons come
under the category of poor planning.
You are a part of the second largest Industry in the United
States representing 4% of the U.S. Gross National Product in the most competitive Industry
in the world. Your management decisions will decide whether your coffee business survives
or thrives in the face of increased competition. The most important benefit of a business
plan is that it sets the stage for the future of your business as you want it to be
positioned in the marketplace. A business plan will make it easy for your banker to take
action as he/she gains insight into the details of your business and the goals that you
have outlined. Potential investors can review your plan and decide whether or not to make
an investment based upon the risk. You will benefit most as you study and gain detailed
insight into your own operations. Updating and constantly reviewing your plan will give
you more insight as both a manager and decision maker.
TIME IS MONEY...We have estimated that it takes an
average of 100 hours to research, and write a
comprehensive business plan within any Industry.
Creating and compiling the five year financial plan
and forecasts including 5 years of budgets, income
statements, balance sheets, cash flow analysis, and
key financial ratio analysis can take more than 20
hours of work by you or your accountant. Now
consider sitting down in front of your computer to
edit and fill in the details of an already written
and organized sample coffee cafe restaurant business
plan and outline. Whether you are starting a full
size cafe with an extensive menu or just a themed
coffee bar , are looking for expansion capital to
open your second location, or want to sell your
multi unit chain, you will be able to edit this plan
into your own.
ALREADY RESEARCHED...ALREADY
WRITTEN
The Industry Analysis included, was written based
upon current sources including the National Coffee
Association, the Specialty Coffee Association of
America and the National Restaurant Associations'
current Industry Analysis and trends reports and
covers full service as well as limited service
facilities. Now use your computer's word processor
to turn this sample plan into your own. Enter your
food and beverage revenue assumptions, your
operating expense assumptions, and your cash flow
assumptions into the QuickPlan™ five year
forecasting template using your computer's
spreadsheet program. You will immediately have five
years projected month to month operating budgets,
income statements, balance sheets, cash flow
analysis and key financial ratios. Once you have
finished editing, print your plan and simply insert
it into the three ring binder included, indexing it
according to the pre-labeled inserts.
QuickPlan® Coffee Cafe
Business Plan software includes both 430 page already indexed
hardcopy, and software including a complete 10 page
Employee Manual covering
descriptions, wage policy, performance
appraisals, etc., a 27 page Operations Manual
including job descriptions, and now includes a 23
page Barista Operations Manual
and 20 page Bar Tender/ Bar back operations manual and par
daily liquor inventory control if you are going to
serve liquor.
The Complete plan consists of a hard
copy and software files of the following
|
Before You Begin
Checklist |
2 pages |
(Text file) |
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Confidentiality
Agreement |
1 page |
(Text file) |
|
Table of
Contents |
6 pages |
(Text file) |
|
Executive
Summary |
4 pages |
(Text file) |
|
Business
Description |
4 pages |
(Text file) |
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2010 Current
Specialty Coffee and Quick Service
Sandwich Segment Industry Trends
and growth rates by Region/State from
1997- 2009/Industry Outlook
2011.
Just updated in
January of 2010. |
48
pages |
(Text file) |
|
Marketing
Strategy |
5 pages |
(Text file) |
|
Location/Operations |
11 pages |
(Text file) |
|
Management |
3 pages |
(Text file) |
|
Financial Plan |
4 pages |
(Text file) |
|
Employee Manual |
12 pages |
(Text file) |
|
BaristaOperations
Training Manual |
23 pages |
(Text file) |
|
2009-Food Service
Industry Forecast/Covering all market
segments |
52 Pages |
(Text file) |
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2008-Food Service
Industry Forecast/Covering all market
segments |
65 Pages |
(Text file) |
|
2007-Food Service
Industry Forecast/Covering all market
segments |
75 Pages |
(Text file) |
|
2006-Food Service
Industry Forecast/Covering all market
segments |
45 Pages |
(Text file) |
|
2005-Food Service
Industry Forecast/Covering all market
segments |
31
Pages |
(Text file) |
|
2004-Food Service
Industry Forecast/Covering all market
segments |
26 Pages |
(Text file) |
|
Letter of
Intent to lease |
2 pages |
(Text file) |
|
Menu |
3 pages |
(Text file) |
|
HOW TO RAISE
MONEY/SBA CHAPTER |
23 pages |
Hard Copy |
|
The Small
Business Administration’s 31 most asked
questions |
9 pages. |
Hard Copy |
SBA Auto Forms, fill them in on your
computer:
requires
Its FREE! |
|
(Text file) |
|
Loan Application Standard |
6 pages |
Acrobat
File/Text |
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Low Doc App. for up to $150,000 |
8 pages |
Acrobat
File/Text |
|
Short
Form Express up to $50,000 |
4 pages |
Acrobat
File/Text |
|
Statement of Personal
History |
2 pages |
Acrobat
File/Text |
|
Personal Financial Statement |
2 pages |
Acrobat
File/Text |
ADA Guide for
Small Business |
15 pages |
Acrobat
File/Text |
|
Complete Detailed Small
wares Built into Matrix |
1
page |
(Excel File) |
|
Completely Detailed
Equipment List Built into Matrix |
1
page |
(Excel File) |
-
Five
year Forecasting Matrix
|
45 pages |
(Excel File) |
- Five
Year Forecast Matrix (Spreadsheet File); type in
your assumptions and all of the following
statements are immediately calculated....45
pages;
Month to Month
Years
1-5 Operating Budgets
Years
1-5 Income Statements
Years
1-5 Balance Sheets
Years
1-5 Cash Flow Analysis
Years
1-5 Financial Ratio Analysis
Years 1-5 Summary Statements
Years 1-5 Break Even Analysis
Auto Generated Use of Proceeds
Email
me a demo
Review DEMO Workbook
The assumption section asks for over
615 lines of assumptions, (easy to use, assumptions
that don't apply to your operation just plug in a
0), including operating expense line items, balance
sheet, working capital, and financing assumptions,
the matrix even includes two financial calculators
built in to give you copies of the amortization
schedules for your financing assumptions:
Hospitality Resources on the Internet
over 350 html links..(html file)
to all of the following
categories on the Internet, (already in html, just
point and click)...Associations, Beverage Resources,
Culinary, Free Newsletters, Government, Management
resources, POS Vendors, Publications, Recipes,
Recruiters, Restaurants and Chains, Restaurant
Directories, Schools and Universities, Suppliers,
and Technology.
Created
by Chuck Gohen of Restaurant Associates NorthWest of
Portland Oregon.
Starting with the, "before you sit
down checklist , you will gather your information
together to edit on your word processor, (Macintosh,
Windows, DOS, etc...) that information which does or
does not apply to your specialty coffee
business....from your average ticket and menu, to
inventory and insurance , taxes, and payroll. Fill
in the details to make this your own comprehensive
business plan. Pull up the Five Year Financial
Forecaster Spreadsheet and insert your average
ticket price, number of seats, seat turnover,
beverage turns, cost of goods sold, and operating
expenses, and now study your first year cash flow
analysis to answer the question of how much money
you are going to need. All five years of financial
statements are calculated and ready for printing and
insertion into your plan. Once finished , print up
your plan and simply place it into the three ring
binder indexing it according to the pre-labeled
index, included
System Requirements
MicroSoft™
Word™ and Excel™ or MicroSoft™ Office™ are required.
The cost of this QuickPlan® Package, hard copy ,
cd-rom and immediate email download
is $195.00
USD plus shipping and
handling, also available in download only format
for $145 USD.
Not available in any store, to order call
1-800-417-7017..
Order Now Call 1-800-417-7017
Order Complete Package Online
$ 195
Order
Complete Package Online $ 145
Write My Coffee Cafe Plan
More Detailed Outline;
-
Title Page.
-
Confidentiality
Agreement.
-
Table of
Contents.
-
Executive
Summary covering
Statement of Purpose, Business
Description, Industry Analysis,
Marketing Strategy, Location and
Operations, Management, and Financial
Plan including Use of Proceeds,
Exit/Collateral/Payback Strategy, and
Conclusion.
-
Business
Description including
History, Legal Form of the Business,
Current Situation and Future goals.
-
Coffee
/Food Service Industry Forecast
including
Current
2010 Specialty Coffee and Quick Service
Sandwich Segment
Industry Analysis including growth rates
by Region/State from 1997-2009, just
updated in January of 2010, Coffee Outlook
through 2011 and
Restaurant Industry through 2011,
sample local
market
segment,
customer profile
including sample POP-FACTS demographic
report , market demographics and
customer profile for a 1, 3 and 5 mile
radius.
Targeted Customer profile, local
competition, competitive summary, and
business risks.
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Marketing Strategy
including Building and Signage,
Sales Strategy, Customer Service,
Advertising and Promotion, Media Plan,
Publicity Strategy, and Community
Relations.
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Location and
Operations covering Property
and Facility, Licenses and Government
Regulations, Utilities Requirements,
Build-Out Estimates, Permits, Build-out
Equipment, Furniture, Equipment, Menu,
Personnel/service, Procedures and
Controls, Inventory, Ambiance and
Entertainment.
-
Management
covering Key Principals, Managers
and Responsibilities.
-
Financial Plan summary of provided five year pro
forma Statements and Assumptions,
Capital Requirements, Use of Proceeds,
Exit/Payback Strategy, and conclusion.
-
Projected five year month-to-month
financial statements including:
-
Email me a demo
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Worst Case Scenario
projected five year month-to-month
financial statements:
Break Even
Analysis
Operating
Budgets
Income
Statements
Balance Sheets
Cash Flow
Analysis
&
Financial Ratio
Analysis
Industry
Operations Comparison, your numbers vs the
Industry.
Operating
Budgets
Income
Statements
Balance Sheets
Cash Flow
Analysis
-
Realistic Case Scenario
projected five year month-to-month
financial statements:
Break Even
Analysis
Operating
Budgets
Income
Statements
Balance Sheets
Cash Flow
Analysis
&
Financial Ratio
Analysis
Industry
Operations Comparison, your numbers vs the
Industry.
Operating
Budgets
Income
Statements
Balance Sheets
Cash Flow
Analysis
-
Best Case Scenario projected
five year month-to-month financial
statements:
Break Even
Analysis
Operating
Budgets
Income
Statements
Balance Sheets
Cash Flow
Analysis
&
Financial Ratio
Analysis
Industry
Operations Comparison, your numbers vs the
Industry.
Operating
Budgets
Income
Statements
Balance Sheets
Cash Flow
Analysis
You also receive everything else
that comes with QuickPlan:
-
Bar Manual
for you to edit into your own.
-
Employee
Manual for you to edit into your own.
-
Operations
manual for you to edit into your own.
-
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Barrista Operations Manual,
(23 pages) for
you to edit into your
own
covering; |
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1. Approach
1.1
Product quality and consistency
1.2 Setting quality and
consistency
1.2 Service quality and
consistency
2. System
2.1 Station duties work flow
2.2 Keeping up with traffic
3. Station
Responsibilities and Duties
3.1 Bakery
3.2 Register
3.3 Drip
3.4 Iced
3.5 Bar
4. Operational
Management
4.1 Managing Funds
4.2 Ordering and Receiving
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Complete
Current 2008 Restaurant Industry Forecast
sources including the National
Restaurant Association.
-
2007
Food Service Industry Forecast sources
including the National Restaurant
Association.
-
2006
Food Service Industry Forecast sources
including the National Restaurant
Association.
-
2005
Food Service Industry Forecast sources
including the National Restaurant
Association.
-
2004
Food Service Industry Forecast sources
including the National Restaurant
Association.
-
Hospitality
Resources on the Internet over 350 html
links..(html file)
- Small
Business Administrations 31 most asked
questions.
- The
Small Business Administrations how to
raise money.
-
ADA Guidelines for Small Business
-
Auto Forms and Info.
-
Equipment spreadsheet.
- Letter
of intent to lease.
Final hard copy
of your plan with professionally printed
indexes covering supporting documents for
your plan:
Advertising
Samples
Articles of
Incorporation
Awards
Bar
Build-out
Estimates
Collateral
Statement
Competition
Company
Financials
Demographics
Employee Manuals
Equipment
Estimates
Floor Plan
Health
Department
Industry
Analysis
Insurance
Internet
Inventory
Licenses and
Permits
Lease Agreement
Loan Application
Menu
Management
Resumes
Operations
Manual
Real-Estate
Recipes
Staff Schedule
Trade References
Vendors
Personal
Information
Order Now Call
1-800-417-7017
Order Complete Package Online
$ 195
Order
Complete Package Online $ 145
Write My Coffee Cafe Plan
Looking to plan and secure funding to open more
than one unit (up to 5) over the next five years
please review;
QuickPlan®MultiUnitCoffeeCafe2010
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With
Millions raised since 1997, we would like to thank the
