business plan horeca

Ondernemingsplan voorbeeld horeca

Wil jij een goede start maken in de horeca? Dan kun je eigenlijk niet om het schrijven van een ondernemingsplan heen. 

Of je nu een café, hotel, restaurant, sapjesbar of bed and breakfast begint: met een bedrijfsplan breng je de kansen, concurrentie en potentiële klanten in kaart. Dit plan is vaak doorslaggevend bij een financieringsaanvraag bij een bank of externe investeerders.

Financiering horecazaak

Een businessplan voor de horeca heeft een aantal extra aandachtspunten ten opzichte van een ‘regulier’ bedrijfsplan. Het marketingplan en het financiële plan zijn heel belangrijk, want wie een horecazaak wil openen, heeft bijna altijd startkapitaal van externe financiers nodig.

Maar ook als je geen financiële ondersteuning nodig hebt en wilt starten in de horeca, vergroot een ondernemersplan jouw kansen op een succesvol begin van je ondernemerschap.

Let op: per branche, beroep en gemeente gelden mogelijk ook andere (specifieke) verplichtingen. Zorg er dus voor dat je op de hoogte bent van de wet- en regelgeving die in 2024 voor de horeca geldt, en hou hier rekening mee bij het schrijven van je plan.

Gratis voorbeeldplan voor startende ondernemers in de horeca

Kun je wel wat hulp gebruiken bij het maken van je businessplan? Met dit gratis voorbeeldplan voor horecaondernemers (klik op het beeld) word je een aardig eind op weg geholpen.

Je ziet dan niet alleen hoe een startende ondernemer die droomt van een succesvolle koffiesalon zijn ondernemersplannen goed verwoordt, maar krijgt in het document ook diverse tips in de kantlijn om je eigen plan te verbeteren.

Download voorbeeldplan horeca

Nieuwsgierig geworden? Je kunt het voorbeeld ondernemingsplan horeca gratis downloaden op de Rabobank-website door op onderstaande button te klikken. Goed om te weten: dit is een PDF-bestand. 

Download hier je voorbeeldplan

Onderdelen ondernemingsplan

In de videoserie 'Ondernemingsplan maken' bespreken we alle onderdelen van het businessplan. Zo zie je in nog geen vijf minuten hoe je een succesvol ondernemersplan schrijft.

Bekijk hieronder de eerste video en klik daarna door naar aflevering 2 en 3!

Inhoudsopgave voorbeeldplan horeca

• Hoofdstuk 1: samenvatting Hier laat je zien dat je de doelstellingen helder voor ogen hebt en dat je hoofdzaken van bijzaken kunt scheiden.
• Hoofdstuk 2: de ondernemer In dit hoofdstuk ga je in op de man of vrouw achter het horecabedrijf. Wie ben jij als persoon en wat zijn je ambities?
• Hoofdstuk 3: de onderneming Dit hoofdstuk gaat uitgebreid in op de bedrijfsplannen én maakt melding van relevante ontwikkelingen in de horecabranche.
• Hoofdstuk 4: de markt Dit onderdeel van het plan gaat in op marktontwikkelingen. Heeft jouw product of dienst potentie om de (lokale) markt te veroveren?
• Hoofdstuk 5: marketingplan Dit deel gaat over het in de markt zetten van je product of dienst. Met de marketingmix vertaal je jouw plannen naar een praktische aanpak.
• Hoofdstuk 6: financieel plan Hier breng je jouw financiële situatie in kaart. Dit hoofdstuk moet volledig zijn en concrete toelichtingen bevatten van de verschillende begrotingen.
• Hoofdstuk 7: algemene en juridische zaken Als toekomstig ondernemer moet je ook aantonen dat je hebt nagedacht over algemene juridische zaken die van invloed kunnen zijn op jouw onderneming.

Nieuwsgierig geworden? Je kunt het voorbeeld ondernemingsplan horeca gratis downloaden op de Rabobank-website door op onderstaande button te klikken.

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Ondernemingsplan Horeca

Maak een professioneel ondernemingsplan voor de horeca.

Als je een eigen zaak in de horeca gaat beginnen, dan is een goed ondernemingsplan een must. In een ondernemingsplan stippel je een route uit tot succes. Zo weet je welke strategie je gaat volgen, hoe de markt eruit ziet en waarin je als onderneming onderscheidend bent. Je haalt hier voordeel uit ten opzichte van de concurrentie. Zeker in het post-corona tijdperk is dit essentieel voor toekomstig succes. 

Op deze pagina lees je alle informatie om tot een goed ondernemingsplan voor jouw horecazaak te komen, inclusief tips en een gratis voorbeeldplan dat je kunt downloaden.

Dit kan je op deze pagina verwachten

Maak een ondernemingsplan voor jouw restaurant, (koffie)bar of café​

Als startende ondernemer in de horeca heb je een goed uitgewerkt ondernemingsplan nodig. Of je nu een koffiebar, restaurant of eetcafé gaat beginnen: start met het in kaart brengen van risico’s en kansen in een bedrijfsplan horeca. In de horeca wijkt een ondernemingsplan af van een ‘regulier’ ondernemingsplan. Je legt extra de nadruk op een gedetailleerde beschrijving van de markt, je onderscheidend vermogen en het financiële plan. Vaak betekent het opstarten van een horecazaak een flinke investering, waarvoor je moet aankloppen bij een bank, crowdfunding of andere investeerders. In een goed uitgewerkt ondernemingsplan leg je aan potentiële investeerders uit wat je precies van plan bent en hoe je dat wilt gaan doen. Doel is om investeerders en financiers enthousiast te maken, zodat zij geld beschikbaar stellen aan je bedrijf. Maar, hoe doe je dat? Je leest alle informatie op deze pagina. 

Wat is je onderscheidend vermogen?

De belangrijkste vraag bij het opstarten van een horecazaak is: ‘Waarin verschil jij van de concurrentie?‘ Waarom ben jij beter dan die koffiezaak aan de overkant van de straat? Gebruik je bijvoorbeeld speciale koffiebonen uit Brazilië, of serveer je huisgemaakte cheesecake volgens eigen recept?

Je kan je niet alleen onderscheiden op gebied van producten, maar ook qua service, sfeer of prijs. Kijk voor verdere inspiratie bijvoorbeeld eens op de website van Misset Horeca . 

Om je sterke- en zwakke punten op een rijtje te zetten, kan je ook gebruik maken van een SWOT-analyse . SWOT staat voor de Engelse termen Strengths, Weaknesses, Opportunities en Threats. Vrij vertaald naar het Nederlands gaat het om Sterktes, Zwaktes, Kansen en Bedreigingen. De sterke en zwakke punten betreffen interne  kenmerken van je organisatie of product, afgezet ten opzichte van je belangrijkste concurrenten. Kansen en bedreigingen gaan om  externe factoren zoals ontwikkelingen en invloeden vanuit de markt. Zo heb je in één oogopslag helder waarin jij je als bedrijf kunt onderscheiden. Je kan hier bijvoorbeeld qua marketing vol op inzetten. 

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Marketingplan horeca (met 6 C’s)

Je marketingplan is hét belangrijkste onderdeel van je ondernemingsplan. In de praktijk wordt de marketingmix en de 6C’s vaak gebruikt. Dit is een combinatie van instrumenten die je als organisatie kan gebruiken voor het invullen van je marketingstrategie. Het wordt door ondernemers vaak als input gebruikt bij marketinguitingen in de markt. De 6C’s zijn als volgt: 

1. Customer

Dit gaat over de ‘behoeftes’, ‘wensen’ en ‘motivatie’ van je doelgroep. Het gaat om het begrijpen waarom je doelgroep iets doet of juist niet, wanneer ze iets doen en waarom. Zodra je snapt waarom je doelgroep bepaalde keuzes maakt, kan je hierop gaan inspelen.

2. Consistency

Wees consistent in het imago dat je wilt creëren voor je restaurant, koffiebar of eetcafé. Dit betekent niet alleen het neerzetten van een prettige sfeer in je zaak, maar ook een herkenbare huisstijl in je folders, website of social media. Herkenbaarheid is belangrijk voor je doelgroep.

3. Creativity

Zorg dat je voldoende aandacht krijgt! Denk eens buiten de lijntjes, de regels en gebruik je creativiteit zodat je marketing levendiger wordt. Levendigheid trekt aandacht, houdt interesse vast en stimuleert consumenten gedrag. Gasten onthouden een unieke actie zoals huisgemaakte Italiaanse cantuccini bij een heerlijke cappuccino.

Spreek de taal van je doelgroep. Verdiep je in de normen en waarden, taalgebruik en manier van benaderen. Zorg dat je voldoende aansluiting zoekt bij je doelgroep. Benader je potentiële klanten op hun eigen voorkeursmanier. Zij zullen dan eerder geneigd zijn bij je binnen te stappen. Via welke kanalen wil je doelgroep graag benaderd worden? Speel hierop in en zoek de juiste tone of voice. 

5. Communication

Goede communicatie creëert enkel waarde voor je doelgroep wanneer deze de taal spreekt waarin ze aangesproken willen worden. Zorg dat je boodschap geen ‘verkooppraatje’ is, maar verdiep je echt in de doelgroep. Sluit aan bij dingen die zij leuk vinden om te lezen. Communceer daarom regelmatig over bijvoorbeeld duurzaamheidsacties of zet eens een (lokale) leverancier in het zonnetje met een leuke blog of artikel. 

Marketing heeft een begin, een middenstuk maar nooit een eind. Het blijft een continue veranderend proces en geen functie. Verander mee in een veranderende wereld en wees niet bang iets nieuws te proberen. Net als ondernemen is marketing vallen en opstaan. Probeer verschillende dingen uit en vraag aan je klanten wat ze wel en niet waarderen. 

Financieel plan ondernemingsplan horeca

Een goed uitgewerkt financieel plan is essentieel voor iedere horecazaak. Het is belangrijk om een realistische inschatting te maken van de verwachte omzet en de totale kosten. Zo hou je voor jezelf overzicht over de cijfers. Zorg bovendien dat er voldoende ruimte is voor tegenvallende bezoekersaantallen. Maak een heldere strategie wat je in zo’n scenario anders gaat doen, welke kosten heb je bijvoorbeeld om in te snijden?

Ieder financieel plan bestaat uit een aantal vaste onderdelen: investeringsplan , financieringsplan , exploitatiebegroting en een liquiditeitsprognose . Je maakt een financieel plan voor je horecazaak gemakkelijk met behulp van onze handige template. Hierin zijn alle onderdelen van je financiele plan al opgenomen in één Excel document. Je vult eenvoudig je eigen cijfers in en de template rekent automatisch de gegevens voor je uit. Je kunt deze template zelf downloaden:

Wat zijn momenteel belangrijke trends in de horeca?

Om in 2022 succesvol te zijn binnen de horeca, is het belangrijk om te weten welke trends er momenteel actueel zijn. Om in het post-lockdowntijdperk onderscheidend te zijn, doe je er verstandig aan om hierop in te spelen. De belangrijkste #3 trends zijn als volgt:

Totaalbeleving Gasten hebben ook na corona sterk de behoefte aan een totaalbeleving bij restaurants, hotels en cafes. Persoonlijke aandacht is net als authenticiteit en orginaliteit belangrijk in het creëren van een fijne sfeer. Naast een onderscheidende smaakbeleving, gaat het bijvoorbeeld ook om interactief dineren, digitale bestelmogelijkheden en een aantrekkelijke menukaart. Een écht ‘avondje uit’ is relevanter dan ooit te voren. 

Personeelskrapte en digitalisering Het is geen geheim dat goed personeel na de coronatijd lastig te vinden is. Met de sluiting van de meeste horecazaken en onduidelijke werkvooruitzichten heeft een groot deel van het horecapersoneel doen switchen van sector. Veel ondernemers zetten daardoor versneld in op digitalisering en automatisering. Een online reserveringssysteem, bestellen via een QR-code en automatische betaalmogelijkheden zorgen ervoor dat nieuwe technologie deels het personeelstekort kan opvangen. Dit met nadruk deels, want servicegericht en hoogwaardig personeel maakt nog altijd het verschil voor gasten.

Duurzaam, duurzaam, duurzaam Het is tegenwoordig niet de vraag óf, maar de vraag hoé duurzaam je onderneemt. Thema’s als het werken met milieubewuste en biologische producten, het verminderen van verspilling en het werken met korte keten en lokale leveranciers staan hoog op de agenda. Dit is direct een kans om jouw duurzame verhaal te communiceren met je gasten. Zet eens een lokale leverancier van bijvoorbeeld ambachtelijk brood in het zonnetje door een interview of blog te publiceren op social media. Het credo is hier:  be good and tell it. 

Voorbeeld ondernemingsplan horeca downloaden

Goed voorbeeld doet volgen. Je start je ondernemingsplan in de horeca aan de hand van een goed voorbeeld. Je kunt ons voorbeeld ondernemingsplan van koffiebar Tutti gratis en vrijblijvend downloaden. Zo kan je zien hoe de verschillende hoofdstukken in een ondernemingsplan zijn opgebouwd en hoe je deze kunt vullen. 

Je gebruikt dit voorbeeld ondernemingsplan als inspiratie voor je eigen ondernemingsplan. Dit is een compleet ingevuld ondernemingsplan dat je als PDF kunt downloaden. Je download het voorbeeldplan via onderstaande button: 

Klaar om je ondernemingsplan voor de horeca te schrijven?

Je hebt nu bijna alle tools in handen om een ondernemingsplan voor de horeca op te stellen. Zo blijf je de concurrentie voor in de markt én hou je voor jezelf overzicht. Go get them tiger. 

Als ondernemer stopt het natuurlijk niet bij een voorbeeldplan in PDF. Je wilt aan de slag met je ondernemingsplan in een handige template. Daar hebben wij iets voor! 

Maak een professioneel ondernemingsplan voor de horeca met deze handige template

Met deze template maak je een ondernemingsplan voor de horeca in een handomdraai. Alle relevante hoofdstukken staat hierin, klaar om gevuld te worden in standaard Word. Inclusief gedetailleerd Financieel Plan in Excel. Nu met ruim 20% korting. Bespaar veel tijd en maak snel een professioneel ondernemingsplan.

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How to Write a Restaurant Business Plan in 2024 (Step by Step Guide with Templates)

A restaurant business plan is a framework that guides you to plan and forecast every element of restaurant management and operations.

This includes anything from your restaurant's menu design , location, financials, employee training , and a lot more.

Creating a solid business plan is important, as it helps:

Transform your restaurant ideas into reality.

Boosts entrepreneurial success by 16% ( Harvard Business Study ).

It equips you to navigate challenges before they arise.

Attracts potential investors.

Planning is key to restaurant success. Without a plan, you're more likely to join the 26% of restaurants that fail within a year.

To set yourself up for success create a restaurant business plan.

Here's how to get started. 

What is a restaurant business plan? 

A restaurant business plan serves as a roadmap for starting and running your restaurant , making it easy for outside parties, such as investors, to understand your objectives, vision, and plan of action for your restaurant.

When it comes to the length and level of detail, ranging from brief synopses to large papers, each business plan may vary. It's good to note that investors can benefit from clear insights and additional information provided from the start. 

Every business should have a business plan, whether new or existing. Business plans help you focus on your goals and can help get back on track if you stray from them.

Steps to include in your business plan 

Your restaurant and mission statement needs to reflect your brand and goals, but you don't have to start from scratch.

The Eat App Restaurant Business Plan template , created by industry professionals and packed with insider information, is your go-to manual for creating a profitable business plan.

Your finalized business plan should have 11 essential elements, no matter how you write it. Continue reading below. 

1. Executive summary

A restaurant business plan should always begin with an executive summary. Why?

80% of venture capitalists say they read the executive summary first.

62% of investors say they would not continue reading a business plan if the executive summary did not capture their interest.

A strong executive summary can increase the likelihood of securing funding by up to 40%.

An executive summary not only acts as the introduction to your restaurant business plan samples but also as a summary of the entire idea.

The main aim of an executive summary is to draw the reader (oftentimes an investor) into the rest of your business plan.

The executive summary also helps you envision the identity of your restaurant which essentially shapes the customer experience and sets you apart from competitors.

To establish a distinct identity, you need to focus on common elements of an executive summary, including:

• A mission statement 
• Proposed concept development
• Cuisine selection
• The overall execution
• The potential costs
• Expected return on investments (ROI)

Let's take a more in-depth look at the concept development, cuisine selection, and mission statement.

1.1 Concept Development

Selecting the type of restaurant, service style, and atmosphere is the first step towards creating a unique dining experience. Whether you envision a sample menu for a:

• cozy, intimate bistro
• bustling quick-service deli
• fast-casual restaurant
• fine dining establishment

Your concept should reflect your passion and expertise in the industry.

1.2 Cuisine Selection

The cuisine you select for your restaurant can significantly influence its success.

Choosing the appropriate cuisine is vital for distinguishing your establishment from competitors and attracting your target market.

To make an informed decision, consider factors such as:

• Market demand
• Expertise and passion
• Ingredient availability
• Competition
• Profitability
• Cultural fit
• Seasonality
• Dietary restrictions and trends

In the highly competitive restaurant industry, keeping track of current and emerging cuisine trends can be a significant advantage.

1.3 Creating a mission statement

A well-constructed mission statement communicates the purpose, values, and goals of your restaurant to potential investors and customers alike.

A mission statement serves as a guiding light for decision-makers and employees, fueling their efforts to achieve your restaurant’s objectives.

To create an impactful mission statement, consider the following steps:

• Identify the purpose of the restaurant.
• Contemplate the brand’s image.
• Account for the target audience.
• Incorporate company values.
• Ensure brevity and comprehensiveness.

Related content: How to Write a Restaurant Mission Statement 

Remember, your mission statement should not only differentiate your restaurant from competitors but also resonate with your target market.

A well-conceived mission statement can provide a guiding light to keep your restaurant moving in the right direction. It helps ensure that every decision you make and every interaction you have is in line with your core values and goals.

2. Company description

This is where you carefully introduce the company in the restaurant business plan.

Include the name of the restaurant you are launching in this field along with its address, phone number, and other important information.

Then, also include the owner's information as well as a synopsis or explanation of their background. The restaurant's legal position and its short- and long-term objectives should be outlined in the second section of the company description.

To demonstrate your understanding of the changes in the local food business and the reasons why the most independent restaurant investors will be successful in this market, please submit a brief market research.

Here's an example of the page layout:

Company Description

Restaurant Name: [Restaurant Name]

Location: [Restaurant Address]

Contact: [Restaurant Phone Number] | [Restaurant Email Address]

Owner: [Owner Name]

Experience: [Owner Name] has over [Number] years of experience in the restaurant industry. They have worked in various roles, including [List of Roles]. They are passionate about food and creating a memorable dining experience for their guests.

Legal Standing: [Restaurant Name] is a [Type of Legal Entity] registered in [State/Province].

3. Market analysis

The market analysis portion of the restaurant business plan is typically divided into three parts.

3.1 Industry analysis

What is your target market ? What demographics will your restaurant cater to?

This section aims to explain your target market to investors and why you believe guests will choose your restaurant over others.

Comprehending your target market is key to customizing your restaurant offerings to their preferences and needs.

By diving into demographics, preferences, dining habits, and trends, you can fine-tune your concept and marketing strategy to reach and appeal to your target audience effectively.

An example of analyzing your target market

 Comprehending your target market is key to customizing your restaurant offerings to their preferences and needs.

Demographics and preferences

Identifying your primary target market involves considering factors such as:

For example, a neighborhood with a high concentration of families might prefer a family-friendly restaurant with a diverse menu catering to various age groups and dietary preferences.

Conversely, a trendy urban area with a predominantly young and affluent population may gravitate towards upscale dining experiences and innovative cuisine.

Cultural and ethnic backgrounds also have a significant impact on restaurant preferences, with people from different backgrounds having distinctive tastes and customs that influence their dining choices.

By thoroughly understanding the demographics and preferences of your target market, you’ll be better equipped to create a restaurant concept that resonates with them and ultimately drives success.

Dining habits and trends

As the restaurant industry continues to evolve, staying informed about dining habits and trends is crucial for adapting your offerings and attracting customers.

For example, the rise of online ordering and delivery services has significantly influenced dining habits, with many consumers seeking the convenience of having their meals delivered to their doorstep.

Health trends have also had an impact on dining habits, with an increasing number of individuals seeking healthier options when dining out.

3.2 Competition analysis

It's easy to assume that everyone will visit your new restaurant first, so it is important to research your competition to make this a reality.

What restaurants have already established a customer base in the area?

Take note of everything from their prices, hours, and service style to menu design to the restaurant interior.

Then explain to your investors how your restaurant will be different.

3.3 Marketing analysis

Your investors are going to want to know how you plan to market your restaurant. How will your marketing campaigns differ from what is already being done by others in the restaurant industry?

How do you plan on securing your target market? What kind of offers will you provide your guests? Make sure to list everything.

The menu is the most important part of a restaurant's debut. Your restaurant wouldn't be able to operate without it.

You most likely don't have a final draft at this time, but you should aim to create a mock-up menu for your restaurant business plan. You can choose a design that you can envision yourself using and add your logo to the mock-up.

There are several resources available online if you need assistance with menu design or don't want to hire a designer.

But the price should be the most important component of your sample menu. The cost research you've completed for investors ought to be reflected in your prices. They will have a clearer idea of your restaurant's intended price range as a result. 

You'll quickly see how important menu engineering can be, even early on.

5. Employees

The company description section of the restaurant business plan briefly introduces the owners of the restaurant with some information about each. This section should fully flesh out the restaurant's business plan and management team.

The investors don’t expect you to have your entire team selected at this point, but you should at least have a couple of people on board. Use the talent you have chosen thus far to highlight the combined work experience everyone is bringing to the table.

6. Restaurant design

The design portion of your restaurant business plan is where you can really show off your thoughts and ideas to the investors. If you don’t have professional mock-ups of your restaurant rendered, that’s fine.

Instead, put together a mood board to get your vision across. Find pictures of a similar aesthetic to what you are looking for in your restaurant.

The restaurant design extends beyond aesthetics alone and should include everything from restaurant software to kitchen equipment. 

7. Location

The location you settle on for your restaurant should be well aligned with your target market (making it easier to cater to your ideal customer) and with your business plans.

At this stage in the process, it's not uncommon to not have a specific location in mind - but you should at the very least have a few options to narrow down.

Pro Tip: When you approach your investors about potential locations, make sure to include as much information as possible about each venue and why it would be ideal for your brand. 

Example for choosing an ideal location

Choosing the ideal location for your restaurant is a pivotal decision that can greatly influence your success. 

To make the best choice, consider factors such as foot traffic, accessibility, and neighborhood demographics.

By carefully evaluating these factors, you’ll be better equipped to maximize visibility and attract your target market.

7.1 Foot traffic and accessibility

Foot traffic and accessibility are important factors in selecting a location that will attract customers and ensure convenience.

A high-traffic area with ample parking and public transportation options can greatly increase the likelihood of drawing in potential customers.

Additionally, making your restaurant accessible to individuals with disabilities can further broaden your customer base and promote inclusivity.

7.2 Neighborhood demographics

Analyzing neighborhood demographics can help you determine if your restaurant’s concept and cuisine will appeal to the local population.

Factors such as income levels, family structures, and cultural diversity can all influence dining preferences and habits.

By understanding the unique characteristics of the neighborhood, you can tailor your offerings and marketing efforts to resonate with the local community.

Conducting a market analysis can be a valuable step in this process.

To gather demographic data for a particular neighborhood, you can utilize resources such as the U.S. Census Bureau’s American Community Survey and reference maps.

Armed with this information, you can make informed decisions about your restaurant’s concept, menu, and pricing, ensuring that your establishment is well-positioned for success within the community.

Conducting market research will further strengthen your understanding of the local demographic.

8. Market overview

The market overview section is heavily related to the market research and analysis portion of the restaurant business plan. In this section, go into detail about both the micro and macro conditions in the area you want to set up your restaurant.

Discuss the current economic conditions that could make opening a restaurant difficult, and how you aim to counteract that. Mention all the other restaurants that could prove to be competition and what your strategy is to set yourself apart.

9. Marketing

With restaurants opening left and ride nowadays, investors are going to want to know how you will get word of your restaurant to the world.

The next marketing strategy and publicity section should go into detail on how you plan to market your restaurant before and after opening. As well as any plans you may have to bring a PR company on board to help spread the word.

Read more : How to write a restaurant marketing plan from scratch

10. External help

To make your restaurant a reality, you are going to need a lot of help. List any external companies or software you plan on hiring to get your restaurant up and running.

This includes everything from accountants and designers to suppliers that help your restaurant perform better, like POS systems and restaurant reservation systems.

Explain to your other potential investors about the importance of each and what they will be doing for your restaurant.

11. Financial analysis

The most important part of your restaurant business plan is the financial section. We would recommend hiring professional help for this given its importance.

Hiring a trained accountant will not only help you get your own financial projections and estimates in order but also give you a realistic insight into owning a restaurant.

You should have some information prepared to make this step easier for the accountant.

He/she will want to know how many seats your restaurant has, what the check average per table will be, and how many guests you plan on seating per day.

In addition to this, doing rough food cost calculations for various menu items can help estimate your profit margin per dish. This can be achieved easily with a free food cost calculator. 

A well-crafted restaurant business plan serves as a roadmap to success, guiding every aspect of the venture from menu design to employee training.

By carefully considering each component of the plan, aspiring restaurateurs can increase their chances of securing funding, attracting customers, and achieving their long-term goals.

Remember, a restaurant business plan is not just a document to satisfy investors; it is a living tool that should be revisited and updated regularly as the business grows and evolves.

By staying committed to the plan and adapting it as needed, restaurateurs can ensure that their culinary dreams have a solid foundation for success.

Growth Marketing Manager at Eat App

Saif Alnasur used to work in his family restaurant, but now he is a food influencer and writes about the restaurant industry for Eat App.

Reviewed by

Nezar Kadhem

Co-founder and CEO of Eat App

He is a regular speaker and panelist at industry events, contributing on topics such as digital transformation in the hospitality industry, revenue channel optimization and dine-in experience.

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Ondernemingsplan horeca: Een eigen horecabedrijf in 12 stappen

Droom jij van een eigen hotel, restaurant, bed & breakfast of wil je een bar openen? Het schrijven van een goed ondernemingsplan voor jouw horecabedrijf is stap één. Hiermee krijg je inzicht in jouw concurrentie, kansen, doelstellingen en potentiële klanten. Het plan is een onmisbaar onderdeel van jouw start als ondernemer. We loodsen je er in 12 stappen doorheen. Zo start je nóg sterker!

Wist je dat...

Goede (online) marketing erg belangrijk is als je voor jezelf begint in de horeca je hebt namelijk veel concurrentie én je klanten zoeken online naar leuke horecagelegenheden. ook hierbij helpt het voorbeeld ondernemingsplan horeca., eigen horecabedrijf beginnen in 12 stappen, 1. inschrijven bij de kamer van koophandel en belastingdienst.

Inschrijven bij de KVK kost € 75. De KvK geeft je gegevens automatisch door aan de Belastingdienst. Doe dit uiterlijk een week na je start.

2. Controleer het bestemmingsplan van de gemeente

Het is heel belangrijk dat je eerst bij de betreffende gemeente langsgaat om het bestemmingsplan te checken. Zorg ervoor dat je horecabedrijf past in het bestemmingsplan. Als dit niet het geval is, kun je de bestemmingsplan wijzigen of een omgevingsvergunning aanvragen .

3. Vraag een omgevingsvergunning aan

Wil je in de toekomst gaan uitbreiden? Ga dan na of dat mogelijk is op de plek die je voor ogen hebt. Een omgevingsvergunning is nodig als je gaat verbouwen, renoveren óf een terras wilt plaatsen. De gemeente bepaalt of je een omgevingsvergunning nodig hebt.

Check omgevingsvergunningen

Ga je verbouwen of renoveren, dan heb je vaak een omgevingsvergunning nodig van de gemeente. Het kan zijn dat je daarnaast ook een omgevingsvergunning moet aanvragen voor slopen en handelingen met gevolgen voor beschermde monumenten. Wist je dat het aanvragen van een omgevingsvergunning voor brandveilig gebruiken verplicht is voor bepaalde gebouwen? Dit geldt bijvoorbeeld voor hotels.

Gebruiksmelding

Voor het gebruik van andere gebouwen is een gebruiksmelding meestal voldoende. Bij het omgevingsloket online kun je erachter komen welke situatie op jouw toekomstige horecabedrijf van toepassing is. Houd ook hierbij rekening met de toekomst. Misschien wil je nu een bar openen en later ook lunch serveren. Het is slim om alvast een vergunning te vragen voor je toekomstplannen. omgeving

4. Sluit de juiste bedrijfsverzekeringen af

Van diefstal tot inbraak of brand in de keuken. Denk aan de volgende verzekeringen voor jouw horecabedrijf: een bedrijfsaansprakelijkheidsverzekering , een inventarisverzekering , een verzekering voor je bedrijfspand en opstal, een rechtsbijstandverzekering en een arbeidsongeschiktheidsverzekering .

5. Controleer de milieuregels

Als je een eigen horecabedrijf begint, krijg je te maken met milieuvoorschriften op het gebied van bijvoorbeeld geluid, energie en afvalstoffen. Je hoeft hier geen speciale omgevingsvergunning voor aan te vragen: meestal volstaat met een melding. Neem hiervoor contact op met de gemeente.

6. Vraag een exploitatievergunning aan

Een exploitatievergunning is in sommige gemeenten nodig als je een restaurant, bar of café gaat beginnen. Deze voorwaarden hebben te maken met openbare orde, veiligheid en zedelijkheid in de omgeving van openbare inrichtingen.

7. Zorg voor een hygiënische inrichting

Of je nu een sapjesbar opent of wil rondrijden met een foodtruck: wanneer je een eigen horecabedrijf start, moet je de hygiënemaatregelen serieus nemen. Daarvoor is via Europese regelgeving een uitgebreide norm opgesteld: de HACCP .

Let op! Je moet als horecaondernemer beschikken over een HACCP-plan of kunnen aantonen dat je een goedgekeurde hygiënecode volgt.

8. Vraag een drank- en horecavergunning aan

Als je in je horecaonderneming alcoholische dranken wil schenken, moet je beschikken over een drank- en horecavergunning van de gemeente.

9. Vraag een terrasvergunning aan

Het natuurlijk een grote plus wanneer gasten bij lekker weer ook buiten op het terras bij jou een drankje of maaltijd kunnen komen nuttigen. Als je een terras wilt plaatsen op jouw terrein (of in de openbare ruimte), zul je in veel gevallen eerst een terrasvergunning bij de gemeente moeten aanvragen.

10. Vraag een vergunning aan voor kansspelautomaten en muziekrechten

Als je een kansspelautomaat in je zaak wilt, vraag dan op tijd een vergunning aan bij de gemeente; deze is geldig voor één locatie. Vergeet ook niet om ook muziekrechten aan te vragen bij Buma/Stemra .

11. Organiseer je zakelijke betalingsverkeer

Denk aan het openen van een zakelijke rekening en het aanbieden van verschillende betaalmethoden. Maak je het je klanten zo makkelijk mogelijk. Denk hierbij aan een mobiel pinapparaat of afrekenen met een QR-code. En ga je de boekhouding straks zelf bijhouden of besteed je deze taak liever uit?

12. Maak een risico-inventarisatie en -evaluatie

Wil je personeel aannemen? Dan moet je bij de start van jouw onderneming beschikken over een risicoinventarisatie en -evaluatie (RI&E) . Hierin komen onder meer de huidige bedrijfsrisico's op de werkplek — en hoe je ze zoveel mogelijk gaat beperken — aan bod.

Meer over het ondernemingsplan horeca

Sta jij in de startblokken om te beginnen met je horeca ondernemingsplan? Dan is een beetje houvast welkom. Met het voorbeeld ondernemersplan horeca helpen we je op weg. Dit voorbeeldplan beschrijft de onderneming van horeca-ondernemer Pepijn Geurts. Hij wil een koffiebar beginnen in Rotterdam. Later wil hij zijn activiteiten uitbreiden met workshops en proefsessies. De financiering voor zijn koffiesalon wil hij langs verschillende wegen bij elkaar verzamelen. Ieder horecabedrijf is uniek en dat dit ook geldt natuurlijk ook voor hun business plannen. Gebruik dit voorbeeldplan daarom vooral als leidraad en neem en neem de informatie niet één op één over. Goed om te weten: alle cijfers en persoonlijke informatie in dit plan zijn fictief. Succes met het schrijven van je ondernemingsplan en met je start in de horeca!

Meer gratis voorbeeldplannen

Leeg template/ invulmodel, detailhandel, dienstverlening, zakelijke dienstverlening.

• Hospitality Industry

Restaurant Management: The 7 elements of a Business Plan

June 28, 2019 •

11 min reading

Unless you are self-funding your food business, you will need to find investors. To woo investors, you will need a business plan that outlines the essentials of your food business. Time spent creating your business plan more than pays you back by making your idea easy to understand by people who can help you launch your dream.

Here's what you need to know about creating a food business plan.

The 7 elements of a Business Plan

Business plans follow a template, which means you don't need to reinvent the wheel to come up with your business plan for a food concept. All you need to do is understand what is expected in each aspect of the business plan and then pull together the information that will help you complete the section correctly.

While you can include more elements to make your case, as long as your plan covers these seven topics, you're in good shape.

1. Executive Summary

The point of the executive summary is to give context to the rest of your business plan with a high-level overview -- essentially an elevator pitch. Entrepreneurs frequently complete the executive summary last, because it sums up what's in the rest of the business plan.

Business owners often talk about the mission of their business idea, as well as the history of the business founders. A value proposition is usually found in the executive summary as well, which explains how the new business idea differs from other companies on the market, which could be competing for the same audience.

For instance, someone who wants to open a coffee shop might talk about their experience as a barista, their connections with coffee farmers in a given region, and what sets their coffee shop apart from others, such as a line of vegan breakfast pastries or a planned coffee educational component for customers.

2. Business Description

While you want to tease out your business in the Executive Summary, the Business Description section lets you go into full detail on your food business concept.

No two business descriptions are exactly alike, since no businesses are quite the same. Questions to guide your thinking in writing this section include:

• Where are you located?
• What products will you sell?
• Who are your target customers?
• What is your projected growth?
• What opportunities does your business have?
• Who are the principal partners in your business?
• What factors give you a competitive advantage vis-a-vis your concept?

The Business Description can be a powerful motivator for you as you hustle to open your business. Read it over anytime you need to remember the end goal of all your hard work!

3. Market Analysis

To succeed in business, you need to know who your competitors are and where you fit in the market. In a Market Analysis, you'll need to outline where your business fits in the market, for instance whether your coffee shop targets college students who need a late-night study hangout or the morning commuter crowd, who want healthy breakfast items and strong coffee.

As you describe your target market, you might include profiles or personas of your ideal customers.

• Who are they?
• what else do they like to do?
• why would they choose your new coffee shop over others in the same neighborhood?

You might also include a SWOT analysis, in which you discuss the strengths, weaknesses, opportunities, and threats affecting your business. An opportunity might be a trending neighborhood location where there are no other coffee shops, where a threat might be a neighborhood saturated with cafes. A strength could be your coffee education; a weakness might be the lack of a coffee education, to be overcome with smart hiring.

Going into depth this way will show investors that you understand your customer and have anticipated their needs within your business model. If you have customer testimonials -- for instance, if you tested out your concept with a coffee cart and gained a following -- you can include this information here.

The last section of the market analysis includes research, which looks at the chief trends within the industry and geographic area . For instance, third wave coffee is a major trend, thus a new coffee shop would want to offer high-quality beans sourced directly from coffee farmers. Wellness foods are another major trend, thus vegan pastries with superfoods could be a hit.

4. Organization and Management Structure

You're not starting your business alone. This section of the business plan lets you show off the superstar talent who are going to help you launch your new cafe.

Perhaps you've heard the saying "it's not what you know, it's who you know."

Well, that holds true in many pitch rooms, because funders value your management and leadership connections more than, say, your connections to the best Nicaraguan coffee farmers (although they'll want to hear about that, too).

Funders place such a high value on management, because they know that an effective management team has the experience to weather tough storms. A good manager can help you pivot your concept if there's something that's not working -- say, your vegan pastries aren't a hit.

Spend time talking about the different players on your team, highlighting the qualifications, experience, and education of everyone who plays a role in your venture.

5. Sales Strategies

Your idea won't be a hit unless you hit your sales goals. That means funders won't bite unless you show them how you've got creative ideas to push your product.

Start by discussing your price point.

• How much will your beverages and food cost?
• How does the price point relate to everything else you're doing?
• How does it relate to the competition?

If your coffee drinks cost more than others in the neighborhood, be prepared to explain why you're charging more money.

After you situate your products on the market, you should talk about the promotional strategies you're using while launching the business and any great ideas you want to try later. While you're not open yet, perhaps you're teasing your coffee company on social media or writing a press release to announce that you've secured a location. Detail these strategies along with anything you're planning for your grand opening and beyond.

Don't forget to talk about your business website, including your SEO (search engine optimization) strategy, or any customer loyalty strategies, like a student discount.

Finally, the money you need to open your business comes into play. In this section, you talk about how much money you need to open your business.

This section can be stressful for business owners, but as long as you are being realistic and backing up your ask with data, you will be in good shape. Look for funding data on the type of business you want to open to guide your thinking. Coffee shops cost anywhere from $200,000 to $500,000 to open and can enjoy a profit margin as high as 25 percent. After three years in operation, a successful coffee shop can earn annual revenues of $1 million.

If you're not 100 percent sure how much money you need, a range is acceptable. If you are giving a range rather than a precise figure, make sure to include best-case and worst-case scenarios that explain why your maximum and minimum are set where they are.

Along with financials, you'll want to include a timeline, so anyone who invests understands when you plan to open and what needs to happen between now and then. In the timeline, you can talk about your location, build-out, licenses and permits, business insurance, inventory sourcing, hiring, employee training, and more.

The more detail you include in this section, the more impressed funders will be. When they see that you know your stuff and have thought through everything that needs to happen, they'll be more likely to sign on.

7. Financial Projections

You may have thought the last section covered all your financials, but there's one more thing you need to cover: projections for the future.

Draw on market trends and projected revenue growth to talk about how profitable your business will be. Point out when investors would be repaid. Talk about the cash flow you will develop, then paint a picture of how your cash flow will help you grow.

To ace this section, you'll need to connect the dots between all the other information in your business plan, from your sales strategies to trends in the market to revenue growth. If you've had any earlier successes, such as a well-received trial run with a coffee cart, describe these here.

If you have a small food business and are seeking expansion funds, you'll also want to dwell on your successful track record, pointing out things like profitability, repeat customers, media attention, and more.

Keep reading

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May 23, 2024

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• How to Create a Hotel Business Plan: Beginners Guide

November 21, 2023

Would you build a house without a blueprint?

Probably not, because it could lead to inconvenience and problems.

The same concept is genuine in the corporate world.

It would be best to have a business plan to operate in the hospitality industry. When planning to own or operate a hotel, you must include everything from the project strategy to budgeting and implementation.

As the studies show that the global hospitality industry is expected to grow to 5.8 trillion U.S. dollars in 2027 at a CAGR of 5.5%, a detailed roadmap is what you need to enter the hotel business.

A hotel business plan will keep you on track and help attract investors. Remember, it is a crucial component for planning for success .

Let’s explore the concrete steps to include in your hotel business plan.

The path starts here.

5 Key Components of a Hotel Business Plan

Having a business plan is a no-brainer.

With a solid business plan, attracting investors , staying on track, ensuring workflows are followed, and enabling you to make crucial decisions becomes more accessible.

Let’s explore the critical components of the business plan for a hotel:

1. Executive Summary

An executive summary is a quick and concise part of a business plan that provides a complete roadmap of your hotel business.

A concise business overview encapsulating visionary business goals is a strategic compass, providing a snapshot of a company’s direction and objectives.

It offers stakeholders a quick understanding of the business’s purpose and potential, aiding informed decision-making and fostering alignment with the organization’s vision.

An executive summary should include:

• Business Overview
• Vision statement
• Mission statement
• Business objectives

You must write your executive summary at the final stage of business planning , as it would help you summarize the goals and objectives of your hotel business.

2. Business Description and Concept

A business plan’s business description and concept section should clarify your mission, the goals you are looking to achieve, unique selling points, and a breakdown of shareholder involvement.

In this section, you will outline the full-service hotel’s concept , target market, unique selling points, and overall vision, which is crucial for standing out in the competitive landscape.

The hotel landscape looked very different 20 years ago; today’s market is saturated.

Therefore, defining hotel concepts around the following key elements will help.

• Positioning

Hotel concept must define how your hotel should look like, what services will be offered, how it presents and markets itself the differentiating factors, and how its staff interacts with guests. Providing this information helps establish a clear market position and enhances its chances of success.

3. Market Analysis and Competitive Landscape

A comprehensive market analysis is indispensable in a business plan. It provides vital insights into the target market, industry, competitive landscape, and consumer behavior.

Understanding hotel industry trends enables you to make informed decisions, mitigate risks, and identify market gaps and opportunities. It’s the foundation for a successful and sustainable business strategy.

Take a broad look and analyze industry trends using business models such as SWOT, Porter’s five forces framework, and PESTEL analysis.

• SWOT Analysis

A SWOT analysis will give you an in-depth analysis of the hotel industry’s strengths, weaknesses, opportunities, and threats.

• Porter’s Five Forces Framework

Porter’s five forces framework helps you look beyond direct competitors when assessing strategy and, instead, consider broader environmental forces. It is best for in-depth competitor assessment and helps create a stand-out USP.

• PESTEL Analysis

PESTEL is an acronym for political, economic, social, technological, legal, and environmental. It gives a bird’s eye view of the whole environment from many different angles that one wants to check and keep track of while contemplating a business plan.

A thorough analysis can help solidify your competitive advantage and develop a contingency plan for how you will deal with your weaknesses and threats.

4. Organizational Structure and Management

An organizational structure is an integral part of the business plan as it provides an overview of the hotel’s management roles according to job responsibility and ranking.

Organizational structure enables quick decision-making , better coordination, and employee communication, enhancing productivity. It ensures the proper functioning of an organization by establishing its chain of command and workflow.

While structuring your hotel team, there are different types of organizational structures that you can choose from:

• Hierarchical

Management operational expertise is essential to ensure that each department carries out its goals to the best ability possible and handles any roadblocks that may stand in the way of business.

Let’s look at what management hierarchy looks like, practically speaking.

• Business owner
• General manager
• Assistant managers
• Department managers
• Operations staff

Detail your short and long-term operational plans and the stakeholders involved for each area. Mention efficient management practices that will help you make better strategic decisions relating to resources and make it easier to scale up your hotel business.

5. Services and Facilities

In this business plan section, you must mention all your hotel services, facilities, and guest offerings. Meeting guest expectations should be at the core of your hotel business plan.

You can enhance its appeal to potential investors and define the guest’s journey by showcasing services and facilities to meet diverse guest needs. Moreover, by outlining the services and facilities, the hotel can create a unique selling proposition and tailor its marketing efforts accordingly.

Here’s a list of standard services and facilities you can find in many hotels:

• Accommodation
• Front Desk Services
• Meeting and Event Facilities
• Recreational Facilities
• Business Services.
• Housekeeping
• Transportation Services
• Entertainment
• Concierge Services
• Childcare Services
• Pet-Friendly Services
• Special Needs Accessibility
• Luggage Storage
• Laundry and Dry Cleaning
• Room Amenities
• Spa and Wellness Services
• Emergency Services
• Wi-Fi and Internet Access

All the quality hotel amenities , services, and facilities must be mentioned in your business plan and aligned with the preferences of your target market.

Financial Projections and Funding

Establishing financial projections and identifying funding requirements and sources is fundamental to planning. They provide a roadmap for the hotel’s financial future, outlining revenue expectations, expense estimates, and profit projections.

Additionally, it offers a clear understanding of the return on investment potential, mitigating financial risks and ensuring sound financial planning for the hotel’s success and long-term sustainability.

Revenue Projections and Budgeting

Revenue projections and budgeting are essential for assessing the business’s viability, attracting investors or securing loans, and demonstrating a well-thought-out financial strategy.

Understanding the financial feasibility of the hotel business is essential to reduce or manage your business risk.

In this section, you should include the following:

• Revenue Projections
• Expense Projections
• Profit and Loss Statements
• Cash Flow Projections
• Financial Statement
• Break-Even Analysis
• Funding Requirements
• Use of Funds
• Funding Sources
• Return on Investment (ROI)
• Financial Assumptions
• Financial Contingency Plan
• Debt Repayment Plan
• Sensitivity Analysis

Financial forecasting based on sustainable budget practices will help you to decide whether a project or an investment is worthwhile by looking at its value and the minimum yield it generates. It

Funding Requirements and Investment Plan

Having an investment plan before starting the hotel business will provide a clear financial requirements roadmap, ensuring adequate capital for startup and improving ongoing operations .

Attracting investors and lenders becomes more accessible with a solid funding and investment plan, as it demonstrates financial preparedness to the investors and lenders.

Here’s how you can structure this section in your business plan:

• Startup Capital
• Working Capita
• Equity Investment
• Grants and Subsidies
• ROI Projections
• Exit Strategy
• Risk Mitigation
• Legal and Contractual Agreements

Securing hotel funding and attracting investments for your hotel becomes more accessible with a clear and well-structured plan. It instills confidence and makes your home business more attractive and feasible.

Risk Analysis and Mitigation

A Proactive approach to risk analysis and mitigation helps you develop contingency plans.

It helps mitigate operational, financial, and reputational threats , ensuring the safety and satisfaction of guests, protecting investments, and maintaining business continuity, ultimately supporting long-term profitability and success in a competitive industry.

Addressing risk mitigation strategies in the plan is crucial in creating a resilient and sustainable business model in the competitive and ever-evolving hotel industry.

To manage risks in the hotel business, you can implement the following strategies:

• Risk avoidance – For example, you may face a risk where you won’t be able to serve the customers on time due to a lack of staff. To avoid this risk, you could hire the correct number of staff in case of a seasonal rush at the hotel.
• Risk reduction – For example, you can’t serve an essential ingredient for your dish at your hotel due to seasonality issues. To avoid this risk, you must ensure inventory management practices and have connections with multiple suppliers.
• Risk transfer – For example, if you don’t have the expertise to maintain social media, you are at a loss for online opportunities. You can outsource digital marketing to an expert agency to avoid this risk.
• Risk control – For example, if you cannot achieve a certain staff performance level. To avoid this risk, you can provide on-site training and development.

The hotel business plan is committed to safeguarding investments and ensuring guest safety and satisfaction by identifying and assessing potential risks.

It also reassures investors, lenders, and stakeholders that the hotel is well-prepared to navigate unforeseen circumstances, enhancing confidence in the project’s viability.

Implementation Plan and Milestones

A strategy implementation plan is a detailed roadmap that clearly defines the steps and activities required to execute the strategy effectively.

In this section, you must present a breakdown of tasks into identifiable steps, assign tasks and responsibilities to the people involved, and create a definitive timeline for the entire project.

Operational Plan

An operational plan outlines the steps to achieve your hotel business objectives. It is helpful for investors and your employees because it pushes you to think about tactics and deadlines.

Your operations plan should be able to answer the following:

• Who – The person or departments in charge of completing specific tasks.
• What – A description of what each department is responsible for.
• Where – The information on where daily operations will be taking place.
• When –The deadlines for when the tasks and goals are to be completed.
• How much – The cost amount each department needs to complete their tasks

When creating your operational plan, consider all the activities that will help implement hotel operations, ensuring service excellence . Make sure your strategic objectives are in place and relevant.

Below is the list of the day-to-day operation plan for service delivery.

• Reception and Guest Services
• Food and Beverage Services
• Maintenance and Engineering
• Accounting and Finance
• Sales and Marketing
• Reservations and Front Desk
• Health and Safety
• Guest Relations and Services
• Room Reservations and Inventory
• Procurement and Supplies
• Efficient Staffing

Marketing and Promotion Strategy

Marketing strategy and promotion plans help hotel reach their target audience, build brand awareness, and drive sales. With it, a company may be able to compete, gain visibility, or achieve growth goals.

A well-defined marketing and promotion strategy is pivotal for revenue growth, profitability, and long-term success, ensuring that the hotel stands out and thrives in the hospitality sector.

Hotels increasingly embrace moral marketing , prioritizing sustainability, social responsibility, and ethical practices to connect with conscious consumers and create a positive impact. Include this in your business plan to manage the costs associated with green initiatives, ethical sourcing, social responsibility, and marketing to prioritize moral marketing and sustainability.

As a hotel business owner, online and offline marketing strategies must align with the hotel’s overall objectives and goals, enabling the hotel to achieve the desired operational efficiencies.

Online marketing and promotion strategies for the hotel business include:

• Search Engine Optimization (SEO)
• Pay-Per-Click Advertising (PPC)
• Social Media Marketing
• Email Marketing
• Online Travel Agencies (OTAs)
• Content Marketing
• Influencer Marketing
• Online Review Management

Offline promotion initiatives for guest attraction used by hotel business include:

• Local Event Sponsorship
• Print Advertising
• Direct Mail Marketing
• Travel Trade Shows
• Networking with Local Businesses
• Billboards and Signage

Promoting your hotel business will help you reach potential guests and give them a reason to choose your hotel over the competition, thanks to your unique value proposition.

Milestones and Key Performance Indicators (KPIs)

Setting milestones and key performance indicators helps hotel businesses stay on track and focused on achieving goals. These measurements enable informed decision-making , highlight areas that require improvement, and can be instrumental in adapting strategies to market trends.

Milestones and KPIs ensure goal tracking and enable accountability and efficiency, contributing to the overall success and sustainability of the hotel business.

Following are the ways to set milestones for your hotel business:

• Revenue Growth Targets
• Occupancy Rate Goals
• Customer Satisfaction Improvements
• Expansion and Renovation Milestones
• Marketing and Advertising Milestones
• Staff Training and Development Benchmarks
• Sustainability and Green Initiatives Targets

Once you’ve identified the milestones for hotel business performance , you can define key metrics to analyze the outcomes.

Critical metrics for tracking hotel performance:

• Occupancy Rate
• Average Daily Rate ( ADR )
• Revenue per Available Room ( RevPAR )
• Gross Operating Profit per Available Room ( GOPPAR )
• Customer Satisfaction Scores
• Direct Booking Percentage

Now, as we navigate the hotel business plan, this outline will be the compass that guides your venture toward success.

Conclusion on business plan creation showcases that your vision and strategies will serve as a tool to instill confidence in investors.

This meticulous planning, coupled with your commitment, inspires investor confidence and secures the necessary support for turning your hotel dream into a prosperous reality.

Maximize your hotel business by leveraging this dynamic plan to achieve your goals.

Related Posts

How to Calculate Hotel Guest Acquisition Cost (GAC)?

What is Drip Coffee? How is it Brewed?

What is Biophilic Design? Incorporating it to Your Hotel

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Checklist for starting a restaurant, cafe, or hotel

How do you start a restaurant, cafe, or hotel in the Netherlands? There are several steps. Read this checklist for all the steps on your road to starting your Dutch horeca establishment.

On this page

How to start a restaurant, cafe, or hotel, check if you meet the conditions for staying in the netherlands, before you start your hospitality business, 1. register your hospitality business with kvk, 2. check the environment plan, 3. apply for a catering establishment operating permit, 4. apply for an alcohol licence, 5. make sure your business complies with fire safety requirements, 6. check which permits and licences you need, 7. register your food business with nvwa, 8. draw up a hygiene code or use an approved one, 9. draw up a risk inventory and evaluation, 10. check permitted opening hours, 11. ask permission to use music.

There are several things to consider. You need to follow the rules, find the right location, get the right permits, take fire safety measures, and draw up a hygiene code. Also, check the rules in your municipality, for example, regarding opening hours and a terrace permit.

Entrepreneurs who intend to stay in the Netherlands must fulfil several conditions. You will sometimes also require a residence permit . Our interactive tool Coming to the Netherlands as an entrepreneur can help you find out quickly if this is true for you, and tell you what other obligations you have to fulfil.

If you plan to start doing business in the Netherlands, you will also need to have or apply for a business bank account (IBAN). The Nederlandse Vereniging van Banken (Dutch Banking Association) has created a Quick Scan to help you find out if you are eligible. Read how it works.

The article How to start a business in the Netherlands - a checklist shows you the most important steps for starting any business. For example, you need to choose a legal structure for your business. Writing a business plan will help you if you need financial backing from banks or investors. Follow the step-by-step plan before starting a hospitality business. Then get started with the steps on this page.

New businesses must register with the Dutch Business Register ( Handelsregister ) at the Netherlands Chamber of Commerce KVK. KVK will pass on your details to the Dutch Tax Administration ( Belastingdienst ), who will issue you with a VAT identification number (BTW-id), to use for correspondence and invoices to your customers, and a VAT number ( BTW-nummer ), to use for your dealings with the Tax Administration. You will receive these numbers from the Tax Administration by post. You will need to register separately with the Tax Administration if you have chosen a private limited company (bv) or public limited company (nv) as your legal structure. In that case, your registration at both the KVK and the Tax Administration will be handled by a civil-law notary.

Your business premises must be in line with the environment plan ( omgevingsplan ) for that specific area. If this is not the case, however, you can apply for an exemption. You can also ask the local council to change the environment plan .

Your plans must also fit with the environment plan if you want to run a catering business from home. You must also inform your municipality of your plans to start a business from home.

You need a catering establishment operating permit ( horecavergunning ). if customers eat and drink in your restaurant or café. Or if you want to open a discotheque. Sometimes no catering establishment operating licence is required. For example, for a takeaway restaurant, food truck, or company canteen. This differs per municipality. Contact your municipality for more information.

An operating licence alone does not yet allow you to serve alcohol. If alcoholic beverages are sold and consumed in your catering business, you must have an alcohol licence from your local municipality. You must be 21 years or older to apply for an alcohol licence. You must also have a diploma or certificate in Social Hygiene . This applies to all the owners.

If you need to apply for an alcohol licence, you will also need to comply with certain requirements for furnishing your hospitality establishment (in Dutch). You must also take measures to prevent hazardous situations. For example, use inflammable or flame-retardant materials.

Read more about ensuring fire safety .

There are a number of different permits or licences you may need to run a business in the hospitality sector.

Environment and planning permits

To build, rebuild or renovate, you usually need an environment and planning permit ( omgevingsvergunning ). Are you going to demolish? Then you often need to submit a demolition notification ( sloopmelding ). Different rules apply to monuments . If you want to place advertising on or outside your premises, you usually need an environment and planning permit. You have to pay a precario tax for advertising on public land.

Environmental regulations

Every catering establishment must comply with environmental regulations . For example in the field of noise, energy and waste. In some cases, you need to apply for a permit or make a notification. Take the permit check in the online service counter Omgevingsloket (in Dutch) to see which permits you need.

Ban on plastic cups, containers, and cutlery

You are not allowed to offer your guests their food and drink in disposable plastic cups, containers, and cutlery. This applies to food and drink consumed in your business as well as takeaways. Read more about the ban on plastic cups and containers .

Other permits and licences

Depending on what kind of catering business you are starting, you may need additional permits or licences. If you want to trade from a stall or a food truck , on or along a public road or public space, you need a market trader's licence ( standplaatsvergunning ). You need a private security licence if you employ your own security staff or bouncers for your hospitality business. There are special rules and regulations applying to coffeeshops where hash or cannabis is sold . Different municipalities have different rules with regard to the sale of cannabis. Many city councils do not allow coffeeshops at all.

• terrace permit
• permit for sales demonstrations in a catering establishment
• music performance licences
• licence to operate gaming machines

If you install gaming machines, you must pay gaming tax (in Dutch).

For further information, contact your municipality, KVK , and the Royal Dutch Hotel and Catering Association ( Koninklijke Horeca Nederland , KHN).

If your company manufactures, processes, or sells food products, you must register your business with the Netherlands Food and Consumer Product Safety Authority (NVWA). The NVWA checks that food is produced, processed, and sold according to the rules. These rules are in place so that food is safe for consumers.

If you prepare food and drink, you must work according to a hygiene code . You can draw up one yourself or comply with a certified hygiene code (such as the code of the Hotel and Catering Industry Board). All hygiene codes must be based on the European HACCP principles. If you work in accordance with an approved hygiene code for your sector, you automatically fulfil the legal requirements.

If you employ staff, you must draw up a risk assessment and evaluation (RI&E) before you open your catering business. You can use the hotel and catering RI&E ( Horeca RI&E , in Dutch). To sell spirits, your staff must be 16 years of age or older. There must always be a manager in the establishment who is at least 21 years old. The manager must have an SVH Diploma in Social Hygiene (in Dutch) or a declaration of professional competence. You need this catering diploma or declaration to register in the Social Hygiene Register (in Dutch).

Permitted opening and closing hours vary from one municipality to another. Do you want to be open outside the valid closing hours? Then you must apply for an exemption in many municipalities. You must have a drink and catering licence or be a hotel and catering entrepreneur.

Do you play music in your catering business? For example, background music in the bar or restaurant? Then you need permission from the lyricist, composer, and music publisher. You arrange this by applying for a licence and paying a fee. You do that at Buma/Stemra or Sena. They ensure that your payment reaches the makers.

Statistics: turnover development accommodation and food serving

Accommodation and food serving includes businesses in accommodation, restaurants and bars. The turnover development is shown as an index number. It reflects how the turnover has changed compared to the base year (2015). For example, an index number of 120 means that the turnover is 1.2 times as large as in the base year 2015. Or, 20% has been added compared to 2015.

Related articles

• Roadmap for setting up a business in the Netherlands
• How to start a business in the Netherlands - a checklist

Questions relating to this article?

Please contact the Netherlands Chamber of Commerce, KVK

How to Write a Business Plan: Step-by-Step Guide + Examples

Noah Parsons

24 min. read

Updated May 7, 2024

Writing a business plan doesn’t have to be complicated. 

In this step-by-step guide, you’ll learn how to write a business plan that’s detailed enough to impress bankers and potential investors, while giving you the tools to start, run, and grow a successful business.

• The basics of business planning

If you’re reading this guide, then you already know why you need a business plan . 

You understand that planning helps you: 

• Raise money
• Grow strategically
• Keep your business on the right track 

As you start to write your plan, it’s useful to zoom out and remember what a business plan is .

At its core, a business plan is an overview of the products and services you sell, and the customers that you sell to. It explains your business strategy: how you’re going to build and grow your business, what your marketing strategy is, and who your competitors are.

Most business plans also include financial forecasts for the future. These set sales goals, budget for expenses, and predict profits and cash flow. 

A good business plan is much more than just a document that you write once and forget about. It’s also a guide that helps you outline and achieve your goals. 

After completing your plan, you can use it as a management tool to track your progress toward your goals. Updating and adjusting your forecasts and budgets as you go is one of the most important steps you can take to run a healthier, smarter business. 

We’ll dive into how to use your plan later in this article.

There are many different types of plans , but we’ll go over the most common type here, which includes everything you need for an investor-ready plan. However, if you’re just starting out and are looking for something simpler—I recommend starting with a one-page business plan . It’s faster and easier to create. 

It’s also the perfect place to start if you’re just figuring out your idea, or need a simple strategic plan to use inside your business.

Dig deeper : How to write a one-page business plan

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• What to include in your business plan

Executive summary

The executive summary is an overview of your business and your plans. It comes first in your plan and is ideally just one to two pages. Most people write it last because it’s a summary of the complete business plan.

Ideally, the executive summary can act as a stand-alone document that covers the highlights of your detailed plan. 

In fact, it’s common for investors to ask only for the executive summary when evaluating your business. If they like what they see in the executive summary, they’ll often follow up with a request for a complete plan, a pitch presentation , or more in-depth financial forecasts .

Your executive summary should include:

• A summary of the problem you are solving
• A description of your product or service
• An overview of your target market
• A brief description of your team
• A summary of your financials
• Your funding requirements (if you are raising money)

Dig Deeper: How to write an effective executive summary

Products and services description

This is where you describe exactly what you’re selling, and how it solves a problem for your target market. The best way to organize this part of your plan is to start by describing the problem that exists for your customers. After that, you can describe how you plan to solve that problem with your product or service. 

This is usually called a problem and solution statement .

To truly showcase the value of your products and services, you need to craft a compelling narrative around your offerings. How will your product or service transform your customers’ lives or jobs? A strong narrative will draw in your readers.

This is also the part of the business plan to discuss any competitive advantages you may have, like specific intellectual property or patents that protect your product. If you have any initial sales, contracts, or other evidence that your product or service is likely to sell, include that information as well. It will show that your idea has traction , which can help convince readers that your plan has a high chance of success.

Market analysis

Your target market is a description of the type of people that you plan to sell to. You might even have multiple target markets, depending on your business. 

A market analysis is the part of your plan where you bring together all of the information you know about your target market. Basically, it’s a thorough description of who your customers are and why they need what you’re selling. You’ll also include information about the growth of your market and your industry .

Try to be as specific as possible when you describe your market. 

Include information such as age, income level, and location—these are what’s called “demographics.” If you can, also describe your market’s interests and habits as they relate to your business—these are “psychographics.” 

Related: Target market examples

Essentially, you want to include any knowledge you have about your customers that is relevant to how your product or service is right for them. With a solid target market, it will be easier to create a sales and marketing plan that will reach your customers. That’s because you know who they are, what they like to do, and the best ways to reach them.

Next, provide any additional information you have about your market. 

What is the size of your market ? Is the market growing or shrinking? Ideally, you’ll want to demonstrate that your market is growing over time, and also explain how your business is positioned to take advantage of any expected changes in your industry.

Dig Deeper: Learn how to write a market analysis

Competitive analysis

Part of defining your business opportunity is determining what your competitive advantage is. To do this effectively, you need to know as much about your competitors as your target customers. 

Every business has some form of competition. If you don’t think you have competitors, then explore what alternatives there are in the market for your product or service. 

For example: In the early years of cars, their main competition was horses. For social media, the early competition was reading books, watching TV, and talking on the phone.

A good competitive analysis fully lays out the competitive landscape and then explains how your business is different. Maybe your products are better made, or cheaper, or your customer service is superior. Maybe your competitive advantage is your location – a wide variety of factors can ultimately give you an advantage.

Dig Deeper: How to write a competitive analysis for your business plan

Marketing and sales plan

The marketing and sales plan covers how you will position your product or service in the market, the marketing channels and messaging you will use, and your sales tactics. 

The best place to start with a marketing plan is with a positioning statement . 

This explains how your business fits into the overall market, and how you will explain the advantages of your product or service to customers. You’ll use the information from your competitive analysis to help you with your positioning. 

For example: You might position your company as the premium, most expensive but the highest quality option in the market. Or your positioning might focus on being locally owned and that shoppers support the local economy by buying your products.

Once you understand your positioning, you’ll bring this together with the information about your target market to create your marketing strategy . 

This is how you plan to communicate your message to potential customers. Depending on who your customers are and how they purchase products like yours, you might use many different strategies, from social media advertising to creating a podcast. Your marketing plan is all about how your customers discover who you are and why they should consider your products and services. 

While your marketing plan is about reaching your customers—your sales plan will describe the actual sales process once a customer has decided that they’re interested in what you have to offer. 

If your business requires salespeople and a long sales process, describe that in this section. If your customers can “self-serve” and just make purchases quickly on your website, describe that process. 

A good sales plan picks up where your marketing plan leaves off. The marketing plan brings customers in the door and the sales plan is how you close the deal.

Together, these specific plans paint a picture of how you will connect with your target audience, and how you will turn them into paying customers.

Dig deeper: What to include in your sales and marketing plan

Business operations

The operations section describes the necessary requirements for your business to run smoothly. It’s where you talk about how your business works and what day-to-day operations look like. 

Depending on how your business is structured, your operations plan may include elements of the business like:

• Supply chain management
• Manufacturing processes
• Equipment and technology
• Distribution

Some businesses distribute their products and reach their customers through large retailers like Amazon.com, Walmart, Target, and grocery store chains. 

These businesses should review how this part of their business works. The plan should discuss the logistics and costs of getting products onto store shelves and any potential hurdles the business may have to overcome.

If your business is much simpler than this, that’s OK. This section of your business plan can be either extremely short or more detailed, depending on the type of business you are building.

For businesses selling services, such as physical therapy or online software, you can use this section to describe the technology you’ll leverage, what goes into your service, and who you will partner with to deliver your services.

Dig Deeper: Learn how to write the operations chapter of your plan

Key milestones and metrics

Although it’s not required to complete your business plan, mapping out key business milestones and the metrics can be incredibly useful for measuring your success.

Good milestones clearly lay out the parameters of the task and set expectations for their execution. You’ll want to include:

• A description of each task
• The proposed due date
• Who is responsible for each task

If you have a budget, you can include projected costs to hit each milestone. You don’t need extensive project planning in this section—just list key milestones you want to hit and when you plan to hit them. This is your overall business roadmap. 

Possible milestones might be:

• Website launch date
• Store or office opening date
• First significant sales
• Break even date
• Business licenses and approvals

You should also discuss the key numbers you will track to determine your success. Some common metrics worth tracking include:

• Conversion rates
• Customer acquisition costs
• Profit per customer
• Repeat purchases

It’s perfectly fine to start with just a few metrics and grow the number you are tracking over time. You also may find that some metrics simply aren’t relevant to your business and can narrow down what you’re tracking.

Dig Deeper: How to use milestones in your business plan

Organization and management team

Investors don’t just look for great ideas—they want to find great teams. Use this chapter to describe your current team and who you need to hire . You should also provide a quick overview of your location and history if you’re already up and running.

Briefly highlight the relevant experiences of each key team member in the company. It’s important to make the case for why yours is the right team to turn an idea into a reality. 

Do they have the right industry experience and background? Have members of the team had entrepreneurial successes before? 

If you still need to hire key team members, that’s OK. Just note those gaps in this section.

Your company overview should also include a summary of your company’s current business structure . The most common business structures include:

• Sole proprietor
• Partnership

Be sure to provide an overview of how the business is owned as well. Does each business partner own an equal portion of the business? How is ownership divided? 

Potential lenders and investors will want to know the structure of the business before they will consider a loan or investment.

Dig Deeper: How to write about your company structure and team

Financial plan

Last, but certainly not least, is your financial plan chapter. 

Entrepreneurs often find this section the most daunting. But, business financials for most startups are less complicated than you think, and a business degree is certainly not required to build a solid financial forecast. 

A typical financial forecast in a business plan includes the following:

• Sales forecast : An estimate of the sales expected over a given period. You’ll break down your forecast into the key revenue streams that you expect to have.
• Expense budget : Your planned spending such as personnel costs , marketing expenses, and taxes.
• Profit & Loss : Brings together your sales and expenses and helps you calculate planned profits.
• Cash Flow : Shows how cash moves into and out of your business. It can predict how much cash you’ll have on hand at any given point in the future.
• Balance Sheet : A list of the assets, liabilities, and equity in your company. In short, it provides an overview of the financial health of your business. 

A strong business plan will include a description of assumptions about the future, and potential risks that could impact the financial plan. Including those will be especially important if you’re writing a business plan to pursue a loan or other investment.

Dig Deeper: How to create financial forecasts and budgets

This is the place for additional data, charts, or other information that supports your plan.

Including an appendix can significantly enhance the credibility of your plan by showing readers that you’ve thoroughly considered the details of your business idea, and are backing your ideas up with solid data.

Just remember that the information in the appendix is meant to be supplementary. Your business plan should stand on its own, even if the reader skips this section.

Dig Deeper : What to include in your business plan appendix

Optional: Business plan cover page

Adding a business plan cover page can make your plan, and by extension your business, seem more professional in the eyes of potential investors, lenders, and partners. It serves as the introduction to your document and provides necessary contact information for stakeholders to reference.

Your cover page should be simple and include:

• Company logo
• Business name
• Value proposition (optional)
• Business plan title
• Completion and/or update date
• Address and contact information
• Confidentiality statement

Just remember, the cover page is optional. If you decide to include it, keep it very simple and only spend a short amount of time putting it together.

Dig Deeper: How to create a business plan cover page

How to use AI to help write your business plan

Generative AI tools such as ChatGPT can speed up the business plan writing process and help you think through concepts like market segmentation and competition. These tools are especially useful for taking ideas that you provide and converting them into polished text for your business plan.

The best way to use AI for your business plan is to leverage it as a collaborator , not a replacement for human creative thinking and ingenuity. 

AI can come up with lots of ideas and act as a brainstorming partner. It’s up to you to filter through those ideas and figure out which ones are realistic enough to resonate with your customers. 

There are pros and cons of using AI to help with your business plan . So, spend some time understanding how it can be most helpful before just outsourcing the job to AI.

Learn more: 10 AI prompts you need to write a business plan

• Writing tips and strategies

To help streamline the business plan writing process, here are a few tips and key questions to answer to make sure you get the most out of your plan and avoid common mistakes .  

Determine why you are writing a business plan

Knowing why you are writing a business plan will determine your approach to your planning project. 

For example: If you are writing a business plan for yourself, or just to use inside your own business , you can probably skip the section about your team and organizational structure. 

If you’re raising money, you’ll want to spend more time explaining why you’re looking to raise the funds and exactly how you will use them.

Regardless of how you intend to use your business plan , think about why you are writing and what you’re trying to get out of the process before you begin.

Keep things concise

Probably the most important tip is to keep your business plan short and simple. There are no prizes for long business plans . The longer your plan is, the less likely people are to read it. 

So focus on trimming things down to the essentials your readers need to know. Skip the extended, wordy descriptions and instead focus on creating a plan that is easy to read —using bullets and short sentences whenever possible.

Have someone review your business plan

Writing a business plan in a vacuum is never a good idea. Sometimes it’s helpful to zoom out and check if your plan makes sense to someone else. You also want to make sure that it’s easy to read and understand.

Don’t wait until your plan is “done” to get a second look. Start sharing your plan early, and find out from readers what questions your plan leaves unanswered. This early review cycle will help you spot shortcomings in your plan and address them quickly, rather than finding out about them right before you present your plan to a lender or investor.

If you need a more detailed review, you may want to explore hiring a professional plan writer to thoroughly examine it.

Use a free business plan template and business plan examples to get started

Knowing what information to include in a business plan is sometimes not quite enough. If you’re struggling to get started or need additional guidance, it may be worth using a business plan template. 

There are plenty of great options available (we’ve rounded up our 8 favorites to streamline your search).

But, if you’re looking for a free downloadable business plan template , you can get one right now; download the template used by more than 1 million businesses. 

Or, if you just want to see what a completed business plan looks like, check out our library of over 550 free business plan examples . 

We even have a growing list of industry business planning guides with tips for what to focus on depending on your business type.

Common pitfalls and how to avoid them

It’s easy to make mistakes when you’re writing your business plan. Some entrepreneurs get sucked into the writing and research process, and don’t focus enough on actually getting their business started. 

Here are a few common mistakes and how to avoid them:

Not talking to your customers : This is one of the most common mistakes. It’s easy to assume that your product or service is something that people want. Before you invest too much in your business and too much in the planning process, make sure you talk to your prospective customers and have a good understanding of their needs.

• Overly optimistic sales and profit forecasts: By nature, entrepreneurs are optimistic about the future. But it’s good to temper that optimism a little when you’re planning, and make sure your forecasts are grounded in reality. 
• Spending too much time planning: Yes, planning is crucial. But you also need to get out and talk to customers, build prototypes of your product and figure out if there’s a market for your idea. Make sure to balance planning with building.
• Not revising the plan: Planning is useful, but nothing ever goes exactly as planned. As you learn more about what’s working and what’s not—revise your plan, your budgets, and your revenue forecast. Doing so will provide a more realistic picture of where your business is going, and what your financial needs will be moving forward.
• Not using the plan to manage your business: A good business plan is a management tool. Don’t just write it and put it on the shelf to collect dust – use it to track your progress and help you reach your goals.
• Presenting your business plan

The planning process forces you to think through every aspect of your business and answer questions that you may not have thought of. That’s the real benefit of writing a business plan – the knowledge you gain about your business that you may not have been able to discover otherwise.

With all of this knowledge, you’re well prepared to convert your business plan into a pitch presentation to present your ideas. 

A pitch presentation is a summary of your plan, just hitting the highlights and key points. It’s the best way to present your business plan to investors and team members.

Dig Deeper: Learn what key slides should be included in your pitch deck

Use your business plan to manage your business

One of the biggest benefits of planning is that it gives you a tool to manage your business better. With a revenue forecast, expense budget, and projected cash flow, you know your targets and where you are headed.

And yet, nothing ever goes exactly as planned – it’s the nature of business.

That’s where using your plan as a management tool comes in. The key to leveraging it for your business is to review it periodically and compare your forecasts and projections to your actual results.

Start by setting up a regular time to review the plan – a monthly review is a good starting point. During this review, answer questions like:

• Did you meet your sales goals?
• Is spending following your budget?
• Has anything gone differently than what you expected?

Now that you see whether you’re meeting your goals or are off track, you can make adjustments and set new targets. 

Maybe you’re exceeding your sales goals and should set new, more aggressive goals. In that case, maybe you should also explore more spending or hiring more employees. 

Or maybe expenses are rising faster than you projected. If that’s the case, you would need to look at where you can cut costs.

A plan, and a method for comparing your plan to your actual results , is the tool you need to steer your business toward success.

Learn More: How to run a regular plan review

Free business plan templates and examples

Kickstart your business plan writing with one of our free business plan templates or recommended tools.

Free business plan template

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One-page plan template

Download a free one-page plan template to write a useful business plan in as little as 30-minutes.

Sample business plan library

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How to write a business plan FAQ

What is a business plan?

A document that describes your business , the products and services you sell, and the customers that you sell to. It explains your business strategy, how you’re going to build and grow your business, what your marketing strategy is, and who your competitors are.

What are the benefits of a business plan?

A business plan helps you understand where you want to go with your business and what it will take to get there. It reduces your overall risk, helps you uncover your business’s potential, attracts investors, and identifies areas for growth.

Having a business plan ultimately makes you more confident as a business owner and more likely to succeed for a longer period of time.

What are the 7 steps of a business plan?

The seven steps to writing a business plan include:

• Write a brief executive summary
• Describe your products and services.
• Conduct market research and compile data into a cohesive market analysis.
• Describe your marketing and sales strategy.
• Outline your organizational structure and management team.
• Develop financial projections for sales, revenue, and cash flow.
• Add any additional documents to your appendix.

What are the 5 most common business plan mistakes?

There are plenty of mistakes that can be made when writing a business plan. However, these are the 5 most common that you should do your best to avoid:

• 1. Not taking the planning process seriously.
• Having unrealistic financial projections or incomplete financial information.
• Inconsistent information or simple mistakes.
• Failing to establish a sound business model.
• Not having a defined purpose for your business plan.

What questions should be answered in a business plan?

Writing a business plan is all about asking yourself questions about your business and being able to answer them through the planning process. You’ll likely be asking dozens and dozens of questions for each section of your plan.

However, these are the key questions you should ask and answer with your business plan:

• How will your business make money?
• Is there a need for your product or service?
• Who are your customers?
• How are you different from the competition?
• How will you reach your customers?
• How will you measure success?

How long should a business plan be?

The length of your business plan fully depends on what you intend to do with it. From the SBA and traditional lender point of view, a business plan needs to be whatever length necessary to fully explain your business. This means that you prove the viability of your business, show that you understand the market, and have a detailed strategy in place.

If you intend to use your business plan for internal management purposes, you don’t necessarily need a full 25-50 page business plan. Instead, you can start with a one-page plan to get all of the necessary information in place.

What are the different types of business plans?

While all business plans cover similar categories, the style and function fully depend on how you intend to use your plan. Here are a few common business plan types worth considering.

Traditional business plan: The tried-and-true traditional business plan is a formal document meant to be used when applying for funding or pitching to investors. This type of business plan follows the outline above and can be anywhere from 10-50 pages depending on the amount of detail included, the complexity of your business, and what you include in your appendix.

Business model canvas: The business model canvas is a one-page template designed to demystify the business planning process. It removes the need for a traditional, copy-heavy business plan, in favor of a single-page outline that can help you and outside parties better explore your business idea.

One-page business plan: This format is a simplified version of the traditional plan that focuses on the core aspects of your business. You’ll typically stick with bullet points and single sentences. It’s most useful for those exploring ideas, needing to validate their business model, or who need an internal plan to help them run and manage their business.

Lean Plan: The Lean Plan is less of a specific document type and more of a methodology. It takes the simplicity and styling of the one-page business plan and turns it into a process for you to continuously plan, test, review, refine, and take action based on performance. It’s faster, keeps your plan concise, and ensures that your plan is always up-to-date.

What’s the difference between a business plan and a strategic plan?

A business plan covers the “who” and “what” of your business. It explains what your business is doing right now and how it functions. The strategic plan explores long-term goals and explains “how” the business will get there. It encourages you to look more intently toward the future and how you will achieve your vision.

However, when approached correctly, your business plan can actually function as a strategic plan as well. If kept lean, you can define your business, outline strategic steps, and track ongoing operations all with a single plan.

Noah is the COO at Palo Alto Software, makers of the online business plan app LivePlan. He started his career at Yahoo! and then helped start the user review site Epinions.com. From there he started a software distribution business in the UK before coming to Palo Alto Software to run the marketing and product teams.

Table of Contents

• Use AI to help write your plan
• Common planning mistakes
• Manage with your business plan
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Business plan restaurant

Téléchargez notre modèle gratuit de business plan de restaurant et suivez nos conseils pour bien le remplir !

Vous êtes sur le point d’ ouvrir un restaurant et cherchez à faire un business plan, sans doute pour obtenir un financement pour votre projet de restaurant ? Découvrez notre modèle de business plan restaurant gratuit à télécharger. Suivez nos conseils et exemples pour bien le remplir !

L’importance du business plan pour un restaurant

Qu’est-ce qu’un business plan .

Le business plan (plan d’affaires, en français) est un dossier synthétique qui présente un projet de reprise ou création d’entreprise , en définissant sa stratégie commerciale et financière. Vous pouvez en quelque sorte le considérer comme un CV ou un “book” destiné à structurer et à vendre votre projet.

Pourquoi faire un business plan pour votre restaurant ?

Un business plan vous sert d’abord à vous-même : il permet de structurer votre projet de restaurant et de mettre à plat vos idées. Il n’est pas obligatoire. Vous n’êtes donc pas contraint de vous coller à sa conception, assez chronophage. Voici quelques exemples concrets pour lesquels on risque fort de vous demander un business plan pour votre restaurant : 

• lorsque vous désirez ouvrir un compte ou obtenir un prêt bancaire ou un autre financement ;
• lorsque vous recherchez des fournisseurs ;
• lorsque vous comptez vous associer et/ou trouver des partenaires ;
• lorsque vous souhaitez lever des fonds.

Les différentes parties d’un business plan pour restaurant

Chaque business plan est propre à chaque projet. Si sa structure et sa présentation peuvent varier, le business plan d’un restaurant doit néanmoins comporter des éléments essentiels que l’on a regroupés en 2 grands domaines :

• La présentation de votre projet de restaurant : c’est le modèle de business plan que nous vous avons fourni ci-dessous
• Les projections financières : en général un fichier Excel

Business plan restaurant à télécharger

Modèle de business plan restaurant gratuit.

Vous trouverez ci-dessous un modèle de business plan à télécharger gratuitement. Nous l’avons décliné sous plusieurs formats, en fonction de vos besoin :

• Modèle de business plan pour restaurant au format word téléchargeable ici
• Modèle de business plan pour restaurant powerpoint (en cours de création)

Le format Word est idéal pour réaliser un business plan simplifié. Il vous suffira de remplir les différentes parties en suivants nos conseils et en l’adaptant au business d’un restaurant.

Nous vous fournissons uniquement le modèle Word pour votre restaurant. Sachez que certains acteurs fournissent des modèles payants qui vous permettront de recevoir à la fois un modèle Word et un outil Excel pour simuler les projections financières de votre restaurant, ainsi que de l’aide pour le remplir. Chez Créer-mon-business-plan par exemple vous trouverez un modèle de business plan d’une quinzaine de page dédié spécifiquement aux restaurants, avec l’Excel prêt à remplir.

• Frais de fonctionnement ( assurances pour restaurant )
• Coût du local et autres investissements de départ
• Produits proposés par le restaurant et ventes estimées
• Nombre d’employés pour calculer la masse salariale du restaurant
• Capital, fonds propres et subventions

Enfin, certains cherchent un modèle de business plan en PDF. Aucun intérêt à notre avis, il sera beaucoup plus facile de le modifier sous Word et d’en télécharger ensuite une version finalisée en PDF.

Exemple de business plan restaurant

Le modèle de business plan pour restaurant que nous vous fournissons gratuitement intègre la trame suivante :

Dans le résumé opérationnel du business plan de votre restaurant par exemple, vous devrez présenter les points clés, dont le type de nourriture et boissons que votre restaurant va proposer, ainsi que l’expérience de l’équipe fondatrice et d’où est né ce projet. Il faudra ensuite donner quelques chiffres sur le marché de la restauration en France . Décrivez en détails l’emplacement choisi pour votre restaurant ainsi que les autorisations nécessaires, et la clientèle cible de votre établissement (entreprises ? particuliers ?).

Expliquez le concept du restaurant :

• Original ou classique ?
• Restaurant en franchise ou indépendant ?
• Haut de gamme ou accessible pour tous ?
• Faire de la vente à emporter ou sur place ?
• Comment sera la décoration ?
• Quelle ambiance ?

Ces choix auront aussi un impact sur l’emplacement de votre restaurant. Terminez cette partie en donnant quelques chiffres clés de chiffres d’affaires attendu à 1 et 3 ans, ainsi qu’une prévision de l’excédent brut d’exploitation de votre restaurant, qui vous permettront d’embrayer sur votre demande de financement (combien, et pour financier quoi ?).

Nos conseils pour rédiger le business plan de votre restaurant

Maintenant que vous avez en tête la structure et les éléments incontournables du business plan pour un restaurant, il est temps de vous livrer quelques conseils pour concevoir un business plan simple et efficace :

• misez sur la clarté et la simplicité ;
• pensez à faire concis et synthétique ;
• aérez votre texte ;
• ajoutez des visuels lorsque c’est pertinent ;
• faites-vous relire ;
• pensez aussi aux annexes ;
• étayez votre propos en citant vos sources.

Faites relire votre business plan de restaurant à un ou plusieurs personnes extérieures à votre projet (et pas uniquement des proches). Elles pourront vous livrer des retours précieux sur la compréhension générale du concept de votre restaurant et vous pourrez rectifier le tir, si besoin.

Quelles sont vos options pour faire le business plan d’un restaurant ?

Plusieurs options s’offrent à vous pour réaliser un business plan d’un restaurant. Chaque solution présente des avantages et des inconvénients que nous vous résumons ici.

Vous pouvez tout à fait partir de notre modèle gratuit de business plan pour restaurant. C’est la solution les plus avantageuse économiquement. Par contre, préparez-vous à y passer du temps. La conception d’un business plan pour un restaurant est chronophage et peut se révéler fastidieuse, surtout lorsque l’on attaque les prévisions financières (que nous n’avons absolument pas détaillées dans notre modèle). C’est en plus une étape à ne pas rater, car vos demandes de financement en dépendent, et ouvrir un restaurant sans passer par la case financement relève quasiment de l’impossible.

Notez enfin que certains acteurs (comme Créer-mon-business-plan par exemple), proposent à la fois des modèles de business plan plus complets à télécharger la possibilité de le réaliser en ligne. Comptez quelques dizaines d’euros pour un modèle de business plan dédié à votre projet de restaurant, ce qui à notre avis peut valoir le coup pour éviter de repartir de notre modèle de business plan vierge :

• Choix parmi des dizaines de modèles de business plan
• Business plan au format Word de 10 à 20 pages
• Exemples de textes fournis tout à long du modèle
• Volet financier au formtæ Excel.

C’est donc un bon compromis entre le business plan gratuit et l’accompagnement (en ligne ou par un professionnel).

La deuxième option consiste à se faire accompagner un peu plus en réalisant votre business plan en ligne , à l’aide d’un logiciel dédié. De nombreux sites sont en concurrence sur le marché.

Enfin, si vous cherchez de l’aide pour faire un plan d’affaires personnalisé pour votre projet de restaurant sans utiliser un modèle, rien ne vous empêche de vous attacher les services d’un professionnel ( expert-comptable spécialisé dans la restauration , ou encore consultants en business plan). Vous vous assurez de gagner du temps et disposez des conseils et du savoir-faire d’un expert, mais le coût sera évidemment beaucoup plus élevé.

Au final, quelle que soit la méthode choisie, gardez bien cela en tête : comme le dit l’expression, “on n’a qu’une seule chance de faire bonne impression.” Alors appliquez-vous, et utilisez nos conseils pour réaliser un business plan solide pour votre projet de restaurant !

Combien coûte un business plan pour un restaurant ?

Le coût d’une business plan dépend de l’option que vous allez choisir. Si vous vous utilisez notre business plan restaurant gratuit, vous n’y passerez que du temps. Si vous choisissez un modèle payant, vous en aurez pour entre 50 et 100€ environ. Si vous optez pour un logiciel de business plan en ligne , les prix varient d’une solution à l’autre.

La solution la moins économique consiste à passer par un professionnel. Les tarifs dépendent de la complexité et de la technicité du projet. Pour vous donner un ordre d’idées, on a recensé des tarifs partant de 300€ et pouvant aller jusqu’à 4 000€.

Quels sont les coûts à prévoir pour un restaurant ?

Ouvrir un restaurant sans argent relève quasiment de l’impossible, notamment pour l’acquisition du lieu et de l’équipement. Il faudra prévoir les frais de création, et les frais d’exploitation. D’où l’importance de réaliser un business plan précis pour votre projet de restaurant, afin de ne rien oublier.

Les personnes ayant téléchargé le modèle de Business plan restaurant ont également été intéressés par :

Horeca: Understanding the Industry and its Trends

by tradegully | Sep 9, 2023 | Blogs

In the bustling world of hospitality, the term “HORECA” resonates as a dynamic force that shapes our experiences in hotels, restaurants, and cafés. This article is your compass through the multifaceted HORECA industry , navigating its sectors, trends, and transformative dynamics. It serves as a major driver of economic growth in many countries and constantly evolves to meet consumer demands.

Defining HORECA and Its Global Impact

HORECA, an acronym for Hotels, Restaurants, and Cafés , represents a vital sector in the global market. It is a term used to refer to the entire food service and hospitality industry. It’s a convergence of spaces where people gather for hospitality services, whether to indulge in culinary delights, savour a relaxing stay, or sip a cup of freshly brewed inspiration. The HORECA industry is a nexus of culture, cuisine, and comfort, playing an indispensable role in shaping global economies and social connections.

Exploring the Three Pillars: Hotels, Restaurants, and Cafés

Each sector within the HORECA realm holds a unique allure, catering to diverse preferences and desires. In recent years, we have seen a growing demand for sustainable practices, personalized customer service, and health and wellness-focused offerings.

Hotels: The Oasis of Comfort and Exploration

Hotels are sanctuaries of comfort and adventures. From lavish resorts to budget-friendly lodgings, the hotel sector offers a wide spectrum of experiences. Whether it’s a business trip or a leisurely escape, hotels curate an environment that mirrors home away from home. The digital age has amplified connectivity, enabling travellers to embark on virtual journeys before even stepping foot within the lobby.

Restaurants: Culinary Chronicles

Restaurants, the culinary crusaders, craft stories with flavours. From exquisite fine dining to humble street food stalls, each eatery has its narrative to share. The restaurant scene has undergone a renaissance, as diverse cuisines intertwine to create global fusion phenomena. The rise of food bloggers and social media influencers has amplified gastronomic storytelling, bringing culinary adventures to screens worldwide.

Cafés: Where Conversations Brew

Cafés, the intimate settings of conversations and contemplations, are hubs of inspiration. A single cup of coffee holds the power to spark ideas, nurture friendships, or provide a momentary respite. The café culture has transcended beverages, becoming a lifestyle symbol. From quaint independent joints to bustling franchises, cafés celebrate the art of connection and rejuvenation.

Key Trends in the HORECA Industry

Sustainability has evolved from a buzzword to a cornerstone in the HORECA industry. With an increasing number of consumers valuing eco-conscious choices, establishments have embraced sustainable practices. This is leading to a growing focus on using sustainable ingredients, reducing food waste, and minimizing environmental impact. From sourcing local ingredients to minimizing waste, the industry aligns with planetary preservation.

“GreenEats Bistro” showcases this ethos by serving organic, locally sourced meals and banning single-use plastics, sparking a ripple of conscious dining.

Technology: The Digital Voyage of HORECA

In the digital age, technology unfurls boundless opportunities for HORECA business . This includes the use of mobile apps, self-service kiosks, and big data analytics to improve efficiency, improve customer service, and personalize offerings. Online reservations, mobile ordering, and interactive menus amplify convenience.

With the rise of virtual reality (VR) dining experiences, “E-Dine Explorers” invites patrons to virtually tour the kitchen and witness culinary craftsmanship, redefining immersive dining.

Health and Wellness: The Nutritional Renaissance

Health-conscious consumers have redefined the HORECA industry’s gastronomic landscape. The growing health consciousness among consumers is driving the demand for healthier food and beverage options in the industry. From vegan and gluten-free options to farm-to-table offerings, establishments cater to holistic well-being.

The rise of “HealPalate Retreat” exemplifies this trend, providing personalized wellness menus and fitness retreat packages, merging indulgence with nourishment.

Personalization: Crafting Unique Experiences

Personalization is the bedrock of modern HORECA customer service. The demand for more personalized experiences is driving a renewed focus on personalization within the industry. This includes using data analytics to understand customer preferences and tailor offerings accordingly. From tailored menus to room amenities aligned with individual tastes, personalization cultivates emotional connections, transforming visitors into lifelong patrons.

Establishments like “TailoredTaste Inn” embrace this trend, curating bespoke experiences that resonate with guests’ preference

The Ever-Evolving HORECA Landscape

In the kaleidoscopic world of the HORECA sector , change is constant. Trends intertwine and evolve, shaping a vibrant industry that reflects society’s desires and aspirations. As global cultures blend and innovation propels forward, HORECA evolves, a dynamic force that reflects the spirit of human connection.

The HORECA industry is a competitive one, but there are a number of things that businesses can do to succeed. These include:

• Focus on quality : Consumers today are willing to pay more for quality food and service. Businesses should focus on providing high-quality products and services to attract and retain customers.
• Be innovative: The HORECA industry is constantly evolving, and businesses need to be innovative to stay ahead of the competition. This includes adding new items to the menu, using new technologies, and adopting new marketing strategies.
• Build relationships : Businesses should build strong relationships with their suppliers, distributors, and customers. This will help them to get the best deals on products and services, and it will help them to understand the needs of their customers. Stay up-to-date: Businesses need to stay up-to-date on the latest trends in the HORECA industry. This will help them to identify opportunities and to avoid making mistakes.

Navigating Tomorrow’s HORECA

As we voyage into the future, the HORECA industry remains an embodiment of hospitality’s soul. It’s a canvas where diverse sectors converge, trends emerge, and stories are etched. Embrace the sustainable, tech-savvy, wellness-driven journey, as HORECA continues to transform, offering more than services—it offers experiences that linger in our hearts.

Embark on your exploration of the HORECA business today. Discover the latest trends and innovations, elevate your offerings, and embrace the art of hospitality that transcends time and borders. For a curated selection of HORECA supplies and insights, explore our offerings at TradeGully . Elevate your establishment, exceed guest expectations, and set sail on the horizon of hospitality excellence.

What are HoReCa products?

HoReCa products refer to goods used in the hospitality, restaurant, and café sectors. These include food and beverages, kitchen equipment, furniture, hospitality tech solutions, cleaning supplies, and more.

What is the meaning of the HoReCa trade?

HORECA stands for HOtel, REstaurant, CAfé or HOtel, REstaurants, CAtering. It’s a sector of the food service industry, serving and selling food and beverages in various hospitality establishments.

What is the difference between HoReCa and retail?

HoReCa involves selling services, such as dining or lodging, while retail is about selling goods directly to consumers. Both follow similar fiscal rules, but certain countries may have process-related differences.

What is the meaning of the HoReCa market?

HoReCa stands for HOtels, REstaurants, and CAtering. It refers to the market sector encompassing businesses that prepare and serve food and beverages to consumers.

What is the meaning of Horeca in India?

HoReCa stands for Hotel, Restaurant, Cafe.

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What is HoReCa? The ultimate definition of the HoReCa channel

HoReCa is a short for hotel / restaurant / catering and encompasses the whole food service industry. The term HoReCa includes everything that happens at places like restaurants, cafés, clubs, pubs, hotels etc. (called outlets or points of sale from the business perspective) and is a common denominator for this sector-related jobs like chefs, waiters or restaurant managers. You can also come across the term HoReCa when dealing with producers and vendors like Coca-Cola or Heineken who sell their products to various HoReCa outlets. 

HoReCa industry is one of the most important and biggest in size. It is estimated that before the Covid-19 crisis, it was worth about 260 billion USD and is expected to increase annually after the worst of the covid aftermath is behind us. Just in Europe, the HoReCa sector employs almost 8 million people . In the USA it was almost 10 million people before the covid crisis. 

HoReCa is called by different names in different parts of the world. For example, in the U.S., the most common variant is "hospitality sector" and HoReCa is almost an unknown term. The situation is reversed in some European countries, mostly Belgium and Netherlands or Czechia, where HoReCa is prevalent. In the "international English" the most common name seems to be on-trade, which is what SharpGrid is using as well. But you can also come across names like "on-premise" or "food service" in other countries. For complete overview of the HoReCa naming conventions, read our article explaining the various names and definitions of the HoReCa channel .

HoReCa producers and vendors

Since the HoReCa market is so big, there are loads of producers and vendors competing for market share. They are usually classified as being part of 3 basic categories:

• Non-alcoholic drinks

Each category also has a lots of subcategories. Take spirits, for example. There is rum, vodka, whiskey, gin and many other types of drinks, all with their own competing brands and products. Think Amundsen vs. Finlandia, Captain Morgan vs. Bacardi or Jameson vs. Tullamore Dew. 

To sum up, the HoReCa drinks market is made up of the most famous brands in the world. Even though HoReCa doesn’t actually make up the most sales for these companies, it’s in their best interest to grab as much market share as possible. Because what it lacks in sales, it makes up with brand building and supporting customer loyalty by associating a product or brand with pleasant emotions and time spent with friends or family.

HoReCa outlets or points of sale

HoReCa outlet is a place to go out for drinks or food. Sometimes called a point of sale or an establishment (again, for total clarity check our article with HoReCa definitions and wording explained ), it is a place where food & drinks are being served to customers who went out for a lunch, a cocktails-fuelled party or to meet their friends. 

A HoReCa outlet can be anything from local family-owned cafés, office canteens or hotel eateries to sprawling, multi-storey restaurants or global fast-food franchises. These places are the backbone of the HoReCa industry and vendors or producers compete to get their products on their menus. Imagine Coca-Cola and Pepsi competing for a slot on a famous New York club menu or Jameson trying to push out Tullamore Dew from a popular London whiskey bar and you will get the picture.

Some HoReCa outlets offer delivery services, which was especially important during the harshest Covid-19 waves. Some even don’t offer any service on-premise and rely solely on deliveries. These are called ghost kitchens.

HoReCa customers

To put it plainly, HoReCa customers are people like you and me who want to eat out or have some drinks with friends. In business terms, HoReCa producers compete to get their products to outlets frequented by more affluent customers as it increases their chances of selling more products with higher margins.

HoReCa as a pillar of society

Why is HoReCa so important from a general point of view? Business aside, it simply brings people together and serves as a foundation for social interactions that keeps our society functional. Moreover, it has been proven many times that meeting people and being socially active has a long-term positive effect on mood and generally prolongs life. It also serves as a source of income for many families and keeps the wheels of the economy running smoothly. 

HoReCa is one of the best inventions we as humans have come up with. SharpGrid is in the HoReCa data & insights business , reinventing the HoReCa market research and making life easier for producers and vendors like Coca-Cola, PepsiCo or Heineken. If you’re interested in finding out what kind of HoReCa data we have and how you can utilize it in your business, contact us to learn more or find a solution to your problems.

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HoReCa: Reasons for FMCGs to Focus on This Channel

Rashmi Kapse

• May 12, 2023

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Not just FMCGs but online retail players are also looking beyond conventional trade HoReCa Channel to boost revenues while gaining entry in the HoReCa segment. In the recent years, hospitality industry, also known as HoReCa industry is one of the fastest growing markets across the world. B2B wholesale giants such as Metro Cash and Carry and Walmart are increasingly becoming part of the FMCG supply chain owing to their reach in the HoReCa (Hotels, Restaurants and Catering) space that services the hotel industry.

FMCGs are eying at this lucrative segment today since it outnumbers the mom and pop stores in India. According to German wholesale retailer Metro Cash and Carry, the HoReCa segment accounts for nearly 1.3 crore organizations against 1.2 crore kirana stores across the country.

Why Focus on HoReCa Channel in FMCG Industry?

However, there are few companies equipped with a robust GTM strategy for HoReCa Channel . In fact, the leadership team at Metro Cash and Carry believes that most companies lack a proper market strategy for HoReCa and brands ride on their natural edge in this segment to tap them. Possibly that explains the reason why there’s a mere 0.2% success rate with FMCG product launches. Nielson, in a recent report mentions that only 31 out of 15000 product launches succeed every year.

The reason why the rest of the brands fail is a lack of an all-pervasive distribution strategy. It is interesting to know that the best FMCG companies manage to penetrate only 30-40% Kirana stores with their top brands stagnating at a penetration level of not more than 50%. However, HoReCa Channel as an alternate model and independent segment has gathered immense focus owing to its contribution that is higher than retail. In addition to traditional Kirana stores, Modern Trade and General Trade, FMCGs are building a strong focus on the HoReCa channel as well.

Growth in HoReCa Channel Segment

In a recent Economic Times article, online retail player Big Basket shared plans to generate 500 crore revenues from their newly launched HoReCa segment in 2018. Such is the attractiveness of the new segment that the company is setting up dedicated distribution centres across 8 cities so that scaling up is not a deterrent to catapult growth. The last decade has witnessed the emergence of large number of organized food processors with a strong focus on HoReCa Channel . Frozen food manufacturers and marketers have a strong foothold in this industry since their major business comes from this channel.

The growth in the Food and Services Industry therefore, finds the organized food services segment demand for quality raw materials with higher standards. This leads to better practices and technology transfers.

Growing at a faster pace, this segment also takes up 75% sales against retail. In addition to fueling growth, it is also helping define lifestyle changes of the modern consumer. What could be the reasons that sets the pace for this new industry across the commercial ecosystem? Well, the propensity to travel by nuclear families has become a way of life. This implies having favorite meals in the comfort of a third home. Owing to higher spending capacities of a metrosexual Indian, the likelihood of having meals outside home has gained frequency. This also explains the discovery of food apps that has suddenly gathered momentum.

Thus, delivering premium quality raw material is a pre-requisite for brands to thrive in the HoReCa segment since the returns here are significantly attractive than retail. In fact, a leading food brand explains that QSRs (Quick Service Restaurants) and HoReCa channels have registered a higher use of convenience products as compared to the fine dining restaurants. In a nutshell, they present a huge market that is still nascent and untapped in India.

HoReCa and SFA

However, brighter prospects bring in new sets of operational challenges. These challenges can be addressed through technology. Mobility based SFA Apps such as FieldAssist is one of the tools to efficiently manage daily HoReCa operations. Currently servicing leading brands in the Food Processing industry and Frozen Food category that has strong HoReCa channel, FieldAssist solution has successfully optimized their sales processes through its product features. Veeba is one such example.

Read the full  Veeba customer story .

India’s HoReCa space is growing at a rapid pace and the attractiveness of the segment has prompted leading FMCG manufacturers to set up diversified lines to cater to this segment. FMCG companies realize the significance and simultaneously optimizing their operational efficiencies to boost revenues.

• https://www.business-standard.com/article/companies/metro-cash-carry-expects-faster-growth-from-horeca-segment-118012800602_1.html
• https://www.business-standard.com/article/companies/most-new-consumer-goods-bomb-says-nielsen-report-114062600095_1.html
• https://retail.economictimes.indiatimes.com/news/food-entertainment/grocery/bigbasket-eyes-rs-500-crore-revenue-from-horeca-segment/58143741

About Post Author

Rashmi is a Content Specialist at FieldAssist. After spending 11 years in the Executive Search business she decided to change tracks and follow her passion for writing. For the past 8 years, she has been writing on Sales Tech, HR Tech, FMCG, Consumer Goods, F&B and Health & Wellness.

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4 Steps to Marketing Your HoReCa Business

You have everything in place; great accommodations, top-notch service, a great location, and even excellent amenities. However, you still need to ensure that tourists and travelers are aware of all these services and more. This is why you should come up with a great Hotel, Restaurant, or Café (HoReCa) marketing strategy as soon as possible.

Below is a quick guide that will help ensure that target customers are aware of your presence online. The guide also goes further to help you stand out from your competitors.

Create a Website

One critical item to running a HoReCa business in the modern world is having a website, because 95 percent of your customers search online before they make travel purchases. In a world where customers first check the Internet for travel-related solutions, you need to ensure that your business has a credible-looking and professional representation online.

The website should clearly indicate your room rates, contact information, amenities available, a photo gallery, and even a booking mechanism. Without an active website, your business is missing plenty of opportunities!

Cultivate an Excellent TripAdvisor Profile

In addition to visiting your website, another thing potential customers check before coming to your establishment is online reviews available on TripAdvisor. The single most effective step toward improving your establishment’s marketing is managing its reputation. TripAdvisor happens to be the world’s largest travel review platform with about 455 million new visitors each month in 2017.

With a presence on TripAdvisor, your customers can find you online, review your services, rate your establishment, and even recommend you to fellow travelers. In addition, your customers can also upload photos of your HoReCa business, helping you gain critical user-generated content. The key is putting in place excellent offline and online management tools like Clockspot .

Get Listed on Travel Agencies Online

After establishing a TripAdvisor profile, expand your online presence to other travel platforms, especially Online Travel Agencies (OTAs). An OTA provides you booking, reviews, and rating functionalities without having to do that on your own website. Just as firms like Monshaugen & Van Huff help with liquor licensing, such services allow you to concentrate on the most important aspect, running your business while professionals handle other logistics.

Some of the biggest OTAs include Expedia and Agoda, both making it easy for hotel owners to gain a presence in their online booking sites. For example, once you are an Expedia partner, your establishment appears in all their related websites, including Trivago, Travelocity, Hotels.com, and Expedia.com.

Create a Loyalty Program

Loyalty programs are designed to reward regular and frequent customers with promotional incentives such as freebies and discounts. This type of program in your establishment is a great way of earning repeat customers. While any type of business can use a loyalty program, it is best used in the HoReCa industry.

Business travelers are likely to visit a single city multiple times just as people traveling into your city for leisure. A loyalty program encourages them to stop by your establishment any time they are in your area.

Some of the most common loyalty offers include a free or discounted night stay when a customer books a hotel for a specified number of nights. However, you can also go further and include other offerings such as spa services in the loyalty program. You will definitely need to a certain amount of creativity and investment into making your loyalty program successful.

Bottom Line

Marketing your HoReCa does not need to take up a huge proportion of your marketing budget – as long as you lay out strategies that ensure regular bookings. Adopt some of the tips shared above and you will be a step ahead of your competitors.

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Wholesale Business Plan

A wholesale business offers indefinite benefits starting with low operational costs, an extensive marketplace, and a recurring revenue model. The volume business brings along with lucrative profits and makes a wholesale business a rewarding venture.

Anyone can start a wholesale business. However, a detailed business plan is essential to secure funding for your wholesale business idea.

Need help writing a business plan for your wholesale business? You’re at the right place. Our wholesale business plan template will help you get started.

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How to Write A Wholesale Business Plan?

Writing a wholesale business plan is a crucial step toward the success of your business. Here are the key steps to consider when writing a business plan:

1. Executive Summary

An executive summary is the first section planned to offer an overview of the entire business plan. However, it is written after the entire business plan is ready and summarizes each section of your plan.

Here are a few key components to include in your executive summary:

Introduce your Business:

Start your executive summary by briefly introducing your business to your readers.

Market Opportunity:

Products and services:.

Highlight the wholesale services you offer your clients. The USPs and differentiators you offer are always a plus.

Marketing & Sales Strategies:

Financial highlights:, call to action:.

Ensure your executive summary is clear, concise, easy to understand, and jargon-free.

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2. Business Overview

The business overview section of your business plan offers detailed information about your company. The details you add will depend on how important they are to your business. Yet, business name, location, business history, and future goals are some of the foundational elements you must consider adding to this section:

Business Description:

Describe your business in this section by providing all the basic information:

Describe what kind of wholesale company you run and the name of it. You may specialize in one of the following wholesale businesses:

• Full-service retail wholesale
• Specialty wholesale ( Beauty, health, and wellness, etc.)
• Manufacturer’s wholesale
• Describe the legal structure of your wholesale business, whether it is a sole proprietorship, LLC, partnership, or others.
• Explain where your business is located and why you selected the place.

Mission Statement:

Business history:.

If you’re an established wholesale service provider, briefly describe your business history, like—when it was founded, how it evolved over time, etc.

Future Goals

This section should provide a thorough understanding of your business, its history, and its future plans. Keep this section engaging, precise, and to the point.

3. Market Analysis

The market analysis section of your business plan should offer a thorough understanding of the industry with the target market, competitors, and growth opportunities. You should include the following components in this section.

Target market:

Start this section by describing your target market. Define your ideal customer and explain what types of services they prefer. Creating a buyer persona will help you easily define your target market to your readers.

Market size and growth potential:

Describe your market size and growth potential and whether you will target a niche or a much broader market.

Competitive Analysis:

Market trends:.

Analyze emerging trends in the industry, such as technology disruptions, changes in customer behavior or preferences, etc. Explain how your business will cope with all the trends.

Regulatory Environment:

Here are a few tips for writing the market analysis section of your wholesale business plan:

• Conduct market research, industry reports, and surveys to gather data.
• Provide specific and detailed information whenever possible.
• Illustrate your points with charts and graphs.
• Write your business plan keeping your target audience in mind.

4. Products And Services

The product and services section should describe the specific services and products that will be offered to customers. To write this section should include the following:

Product categories:

Mention the product categories your business will offer. A health and wellness wholesale business can include,

• Dietary supplements
• Personal care products
• Herbal remedies
• Fitness equipment
• Healthy food products

Brand choices

: Mention specific brands your wholesale business will offer. This will help establish trust and credibility in your business.

Quality measures

• This may include having industry-specific certifications, supply chain protocols, and employee training and education.

Value-added Services

In short, this section of your wholesale plan must be informative, precise, and client-focused. By providing a clear and compelling description of your offerings, you can help potential investors and readers understand the value of your business.

5. Sales And Marketing Strategies

Writing the sales and marketing strategies section means a list of strategies you will use to attract and retain your clients. Here are some key elements to include in your sales & marketing plan:

Unique Selling Proposition (USP):

Define your business’s USPs depending on the market you serve, the equipment you use, and the unique services you provide. Identifying USPs will help you plan your marketing strategies.

Pricing Strategy:

Marketing strategies:, sales strategies:, customer retention:.

Overall, this section of your wholesale business plan should focus on customer acquisition and retention.

Have a specific, realistic, and data-driven approach while planning sales and marketing strategies for your wholesale business, and be prepared to adapt or make strategic changes in your strategies based on feedback and results.

6. Operations Plan

The operations plan section of your business plan should outline the processes and procedures involved in your business operations, such as staffing requirements and operational processes. Here are a few components to add to your operations plan:

Staffing & Training:

Operational process:, equipment & machinery:.

Include the list of equipment and machinery required for wholesale, such as warehousing and packaging equipment, shipping scales, quality control equipment, security systems, office equipment, etc.

Adding these components to your operations plan will help you lay out your business operations, which will eventually help you manage your business effectively.

7. Management Team

The management team section provides an overview of your wholesale business’s management team. This section should provide a detailed description of each manager’s experience and qualifications, as well as their responsibilities and roles.

Founders/CEO:

Key managers:.

Introduce your management and key members of your team, and explain their roles and responsibilities.

Organizational structure:

Compensation plan:, advisors/consultants:.

Mentioning advisors or consultants in your business plans adds credibility to your business idea.

This section should describe the key personnel for your wholesale services, highlighting how you have the perfect team to succeed.

8. Financial Plan

Your financial plan section should provide a summary of your business’s financial projections for the first few years. Here are some key elements to include in your financial plan:

Profit & loss statement:

Cash flow statement:, balance sheet:, break-even point:.

Determine and mention your business’s break-even point—the point at which your business costs and revenue will be equal.

Financing Needs:

Be realistic with your financial projections, and make sure you offer relevant information and evidence to support your estimates.

9. Appendix

The appendix section of your plan should include any additional information supporting your business plan’s main content, such as market research, legal documentation, financial statements, and other relevant information.

• Add a table of contents for the appendix section to help readers easily find specific information or sections.
• In addition to your financial statements, provide additional financial documents like tax returns, a list of assets within the business, credit history, and more. These statements must be the latest and offer financial projections for at least the first three or five years of business operations.
• Provide data derived from market research, including stats about the wholesale industry, user demographics, and industry trends.
• Include any legal documents such as permits, licenses, and contracts.
• Include any additional documentation related to your business plan, such as product brochures, marketing materials, operational procedures, etc.

Use clear headings and labels for each section of the appendix so that readers can easily find the necessary information.

Remember, the appendix section of your wholesaling business plan should only include relevant and important information supporting your plan’s main content.

The Quickest Way to turn a Business Idea into a Business Plan

Fill-in-the-blanks and automatic financials make it easy.

This sample wholesaler business plan will provide an idea for writing a successful wholesale plan, including all the essential components of your business.

After this, if you still need clarification about writing an investment-ready business plan to impress your audience, download our wholesale business plan pdf .

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Frequently asked questions, why do you need a wholesale business plan.

A business plan is an essential tool for anyone looking to start or run a successful wholesale business. It helps to get clarity in your business, secures funding, and identifies potential challenges while starting and growing your business.

Overall, a well-written plan can help you make informed decisions, which can contribute to the long-term success of your wholesale company.

How to get funding for your wholesale business?

There are several ways to get funding for your wholesale business, but self-funding is one of the most efficient and speedy funding options. Other options for funding are:

• Bank loan – You may apply for a loan in government or private banks.
• Small Business Administration (SBA) loan – SBA loans and schemes are available at affordable interest rates, so check the eligibility criteria before applying for it.
• Crowdfunding – The process of supporting a project or business by getting a lot of people to invest in your business, usually online.
• Angel investors – Getting funds from angel investors is one of the most sought startup options.

Apart from all these options, there are small business grants available, check for the same in your location and you can apply for it.

How detailed should the financial projections be in my wholesale business plan?

The level of detail of the financial projections of your wholesale business may vary considering various business aspects like direct and indirect competition, pricing, and operational efficiency. However, your financial projections must be comprehensive enough to demonstrate a complete view of your financial performance.

Generally, the statements included in a business plan offer financial projections for at least the first three or five years of business operations.

What key components should a wholesale business plan include?

The following are the key components your wholesale business plan must include:

• Executive summary
• Business Overview
• Market Analysis
• Products and services
• Sales and marketing strategies
• Operations plan
• Management team
• Financial plan

Can a good wholesale business plan help me secure funding?

Indeed. A well-crafted wholesale business plan will help your investors better understand your business domain, market trends, strategies, business financials, and growth potential—helping them make better financial decisions.

So, if you have a profitable and investable business, a comprehensive business plan can certainly help you secure your business funding.

What's the importance of a marketing strategy in a wholesale business plan?

Marketing strategy is a key component of your wholesale business plan. Whether it is about achieving certain business goals or helping your investors understand your plan to maximize their return on investment—an impactful marketing strategy is the way to do it!

Here are a few pointers to help you understand the importance of having an impactful marketing strategy:

• It provides your business an edge over your competitors.
• It helps investors better understand your business and growth potential.
• It helps you develop products with the best profit potential.
• It helps you set accurate pricing for your products or services.

About the Author

Upmetrics Team

Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more

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• Leaders Speak
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• The immense growth potential of the Indian HORECA industry

• ETHospitalityWorld
• Published On Nov 10, 2022 at 01:00 PM IST
• Updated On Nov 10, 2022 at 01:00 PM IST

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PRESSR: FDO showcases range of seafood products at HORECA Oman 2024

Muscat, Oman: Fisheries Development Oman (FDO) is thrilled to announce its participation in HORECA Oman 2024, one of the Middle East's premier hospitality and food service exhibitions. Set to take place from June 4-6, 2024, at the Oman Convention and Exhibition Centre, the event will bring together large crowd of attendee’s, visitors and exhibitors, offering a vibrant platform for networking, innovation, and showcasing the finest products and services in the industry.

FDO, a proud sponsor of the Culinary Competition, will spotlight its subsidiaries and their contributions to Oman’s burgeoning food service and hospitality sectors. This year, SIMAK, a flagship subsidiary, will introduce its range of premium canned seafood products in the Omani market, including tuna, sardines, and mackerel, all processed at its state-of-the-art factory in Duqm. With an impressive processing inflow of 30,000 tons per year, SIMAK boasts a staggering estimated output of over 100 million cans annually, translating to more than 16,000 tons of premium-grade seafood products. This state-of-the-art facility will focus on processing Tuna, Sardine, and Mackerel, offering a compelling value proposition to stakeholders across the supply chain.

SIMAK Processing Excellence

SIMAK’s presence at HORECA underscores its commitment to transforming the seafood industry. The cannery's advanced technology and strategic location in the Duqm Free Zone, a hub with major ports and specialized fisheries infrastructure, enable it to deliver over 100 million cans annually, of premium-grade seafood. This output not only meets local demand but also positions Oman as a significant player in the global seafood market.

SIMAK integrates the latest technological advancements to promote efficiency and reduce waste. Its eco-friendly practices, such as water conservation and solar energy utilization, are central to its operations. SIMAK is not just about business growth; it's about contributing to a sustainable future.

OSARA’s Aquaculture Ambitions

OSARA, another FDO prodcut, focuses on shrimp aquaculture projects across Oman. OSARA is set to boost Oman’s aquaculture industry significantly as it has developed farms in Jalan Bani Bu Hassan and Jalan Bani Bu Ali with a capacity of up to 10,000 tonnes per year. The new shrimp production farm in the South Al Sharqiyah Governorate will enhance local production, supporting Oman’s Vision 2040 economic plan by promoting food security and generating employment.

Blue Waters and Sustainable Aquaculture

FDO’s Blue Waters subsidiary is dedicated to leading the development of sustainable aquaculture in Oman. With marine finfish (seabream), cage farms capacity of 5000 tonnes annualy, modern processing facilities, and a hatchery producing 21 million juveniles annually, Blue Waters ensures a consistent supply of high-quality, nutrient-rich seafood. This initiative leverages Oman’s strategic location, biodiversity, and world-class infrastructure to attract both domestic and foreign investments.

A Culinary Showcase

During HORECA, visitors will experience the best of Omani seafood at FDO’s live cooking counter, where a talented chef will prepare delectable dishes featuring SIMAK’s canned tuna, fresh shrimp from OSARA, and fresh sea bream from Blue Waters. This culinary showcase highlights the freshness and quality of FDO’s products, available across major supermarkets, hotels, and restaurants in Oman.

FDO’s participation in HORECA Oman 2024 is not just about exhibiting products; it’s about telling a story of innovation, sustainability, and excellence in the seafood industry. We invite all attendees to visit our booth, explore our offerings, and taste the best of what Oman has to offer. We look forward to welcoming you to HORECA Oman 2024 and sharing our journey towards seafood excellence and sustainability.

Unlocking Potential at HORECA Oman 2024

During HORECA Oman 2024, FDO invites investors and industry stakeholders to explore the investment opportunities available in Oman’s aquaculture sector. Visit our booth to learn more about our projects, meet with our team of experts, and discover how you can be part of Oman’s seafood success story.

Fisheries Development Oman (FDO), the investment arm of Oman Investment Authority (OIA) in the fisheries sector, was established to develop this key sector in the Sultanate by investing in profitable projects that could highlight its economic value to investors. FDO seeks to attract investment to local and international opportunities and demonstrate the sector’s profitability and sustainability at a global scale, utilizing the Sultanate’s competitiveness in global markets.

Sustainability holds a crucial position in the business strategy of Fisheries Development Oman. The company strongly emphasizes the responsible use of renewable resources such as biomass and small pelagic to ensure the long-term sustainability of the fishing industry. FDO remains dedicated to driving economic development while preserving the environment, in line with its commitment to the community and shareholders.

For media inquiries and further information, please contact:

Fisheries Development Oman

e-mail: [email protected]

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