All Formats

Plan Templates

Coffee shop business plan template – 13+ free word, excel, pdf format download.

Whether an entrepreneur or a community, running a successful café or a coffee shop may be a great milestone achievement. A coffee shop is renowned to be an ambiance of comfort, dispensing interactive platform for family and friends, while at the same time, a serene place to relax with your novel. To succeed here, you will need a Coffee Shop Business Plan. The business plan outline , whether written in word, excel or pdf should be accurate for use.

business plan coffee shop excel

Plan Template Bundle

plan template bundle

  • Google Docs

Construction Business Plan Template Bundle

construction business plan template bundle 788x510

Construction Business Continuity Plan Bundle

construction business continuity plan bundle 788x510

Construction Business Development Plan Template Bundle

construction business development plan template bundle 788x510

Coffee Shop Business Plan Template

coffee shop business plan

Coffeehouse Business Plan Template

coffeehouse business plan template

Cafe/Coffee Shop Sales Plan Template

cafe coffee shop sales plan

Cafe or Coffee Shop Marketing Plan Template

cafe or coffee shop marketing plan

Business Plan for Coffee Shop

business plan for coffee shop

Coffee Shop Business Plan PDF

coffee shop business plan pdf

Coffee Shop Business Plan Sample

coffee shop business plan sample

Coffee Shop Business Plan Template Free Download

coffee shop business plan template free download

Coffee Shop Business Plan Template Free

coffee shop business plan template free

How to Start a Coffee Shop Business Plan

how to start a coffee shop business plan

Opening a Coffee Shop Business Plan

opening a coffee shop business plan

Sample Coffee Shop Business Plan

sample coffee shop business plan

Small Coffee Shop Business Plan

small coffee shop business plan

More in Plan Templates

Coffee shop tri-fold brochure template, school sports program brochure template, coffee shop bi-fold brochure template, cake bakery bi-fold brochure template, bakery cake shop tri-fold brochure template, bakery cake shop bi-fold brochure template, barbershop a3 bifold brochure template, barbershop a3 tri-fold brochure template, virtual learning brochure template, national espresso day cartoon vector template.

  • 7+ Financial Plan Templates
  • 10+ Operational Plan Templates
  • 9+ Training Plan Templates
  • 5+ Shooting Schedule Template
  • 11+ School Counselor Lesson Plan Templates in PDF | Word
  • 9+ Interdisciplinary Lesson Plan Templates in PDF | MS Word
  • 10+ Business Continuity Plan Templates in Google Docs | Ms Word | Pages | PDF
  • 18+ Compensation Plan Templates in Google Docs | MS Word | Pages | PDF
  • 10+ Executive Bonus Plan Templates in PDF
  • 8+ Facility Management Plan Templates in PDF
  • 10+ Diversity Recruitment Plan Templates in PDF | MS Word
  • 11+ Audit Corrective Action Plan Templates in MS Word | Excel | PDF
  • 9+ Recruitment Agency Marketing Plan Templates in PDF
  • 10+ Recruitment Marketing Plan Templates in PDF | MS Word
  • 10+ Student Recruitment Plan Templates in PDF | MS Word

business plan coffee shop excel

  • QR Code Menu

></center></p><h2>How to Write a Successful Coffee Shop Business Plan (with Template)</h2><ul><li>By Tam Nguyen</li></ul><p><center><img style=

Table of Contents

Dreaming of opening a coffee shop? You’re not alone. The coffee industry is bustling with passionate business owners eager to make their mark. However, becoming successful coffee shop owners requires more than just a love for the brew. It demands a clear vision that differentiates your coffee house in a saturated market. A well-crafted business plan not only gives life to your idea but also sets your business on a path to thrive. Whether you’re a newbie or a seasoned entrepreneur, this guide, complete with a free template, will help you craft a business plan that markets and propels your coffee venture to success.

What is A Coffee Shop Business Plan?  

A coffee shop business plan is a comprehensive document that explains what your business idea is, how you intend to penetrate the coffee market, and the strategies you’ll employ to run your coffee shop successfully. When opening a cafe, many aspiring cafe or coffee shop owners underestimate the value of a structured plan. However, this document does more than just outline the needs to open a coffee shop; it gives a detailed roadmap for your new business, offering clarity on every aspect of its operation.

More than that, presenting a well-structured business plan to potential investors is essential. It not only showcases your commitment but also your understanding of the industry, making it a vital tool for securing funding. While crafting a business plan can seem daunting initially, it’s the foundation that both clarifies your idea and sets your business on the trajectory for growth and success in the competitive world of cafes and coffee shops.

Why A Business Plan Is Important For A Successful Coffee Shop Business?

1. Clear Vision and Objectives

When you set up your coffee shop, having a business plan establishes a clear vision and defines your objectives. It is the backbone that steers every decision you’ll make. Without a clear outline, you may find yourself swaying from one idea to the next. With a detailed business plan, you can present a clear business proposal to stakeholders, ensuring them and yourself of the path you plan to tread.

2. Financial Planning

A comprehensive business plan is imperative for accurate financial planning. It will include information on how much capital is required to start, what your ongoing costs will be, and the revenues you plan to generate. If you’re seeking external funding, investors will want to see how you plan to use their money, and most importantly, how you plan to make a return on that investment. If you plan to sell specialty blends or unique treats, the financial section can also help you plan a strategy for pricing, promotion, and sales forecasts.

3. Operational Efficiency

Operational efficiency is the linchpin that holds all business operations together. A business plan will map out every detail, from supplier agreements to employee schedules. You may want to create special events or loyalty programs for regular customers, and this is where a business plan can help you plan a strategy for success. It becomes the reference point, ensuring that daily tasks align with the broader objectives, guaranteeing that resources, time, and efforts are used optimally.

Step-by-step Guide To Write A  Coffee Shop Business Plan

1. Executive Summary

The Executive Summary is like the introduction of a novel – it provides a snapshot of what is to come. Typically, you write the executive summary last, even though it appears first in your business plan. It encapsulates the essence of your coffee shop’s mission, objectives, and financial overview, succinctly explaining what your business concept is about. This section is crucial because many coffee shops fail to engage potential investors right off the bat. Ideally, it should be concise – a page or two.

What should you cover in an Executive Summary?

  • Introduce Your Coffee Shop or Cafe: Provide a company overview, giving readers insight into what makes your coffee shop unique from the myriad of coffee bars in the market.
  • State Your Mission and Vision: Describe what drives your coffee business and where you see it in the future.
  • Outline Your Objective: Define clear, measurable goals that you aim to achieve.
  • Provide a Financial Overview: Highlight projected profit margins, a brief balance sheet, and other pertinent financial data.

2. Coffee Shop Business Description

This section paints a picture of your coffee shop. It’s where you elaborate on how you plan to infuse the local coffee market with your unique brews and pastries.

What should you cover in the Coffee Shop Description section?

  • Coffee Shop Concept: Dive into the types of coffee drinks you plan to offer, whether it’s a rich espresso or a classic brewed coffee.
  • Unique Selling Proposition: Discuss what makes your coffee shop stand out, be it a special blend of coffee beans, a unique roasting method using a specific coffee roaster, or artisanal pastry offerings.
  • Operational Plan: Briefly touch upon how you’ll manage your coffee shop, from sourcing beans to serving cups of coffee.

3. Market Analysis

Before pouring your first espresso, performing market research before starting your coffee business is essential. This section dives deep into understanding your potential customer base and the coffee industry landscape in your area.

What should you cover in this section?

  • Target Market: Describe your ideal customer. Are they local residents, office workers, or students?
  • Location: Discuss the significance of your chosen location. Are there many coffee shops in the area? How does your location cater to your target market?
  • Competition: Analyze existing coffee shops. What coffee and food products do they offer? What pricing strategy do they employ? How will your coffee shop compete or complement them?

4. Organization and Management

Behind every successful coffee shop is a robust organizational structure and a competent management team.

What should you cover in the Organization and Management Plan?

  • Coffee Shop Ownership Information: Highlight the business’s legal structure.
  • Profiles of Your Coffee Shop Management Team: Include details about your baristas, perhaps a part-time accountant, and someone to manage marketing. It can be helpful to create profiles for each role, detailing responsibilities and expertise.

5. Sample Menu

Your menu is the heart of your coffee shop. It’s more than just a list of coffee and tea; it’s an expression of your brand.

What should you consider when creating a Sample Menu?

  • Menu Items: Detail the types of coffee, espresso drinks, and pastries you plan to offer. Maybe consider including non-coffee items like teas or specialty drinks.
  • Unique Selling Proposition: Reiterate what makes your coffee or food items different from other coffee shops in the area.
  • Menu Pricing : Discuss your pricing strategy, keeping in mind profit margin, competitors’ prices, and your target customer base.

6. Marketing Plan

To brew success, it’s not enough to have a fantastic coffee product; you must effectively market it.

What should you cover in a Marketing Strategy for your Coffee Shop Business?

  • Define Your Brand: What voice, theme, or emotion do you want your coffee shop to evoke?
  • Lay out your plans for social media campaigns, local partnerships, loyalty programs, SEO for website, and other promotional strategies.
  • Considering using an  online food ordering system  in your food truck
  • Create a  digital menu with QR code  to make your menu easy for your customers to access online

7. Operations Plan

Efficiency is key to the daily grind of running a cafe. The operations section provides a detailed look at the day-to-day operations of your coffee shop business. 

What Operational Issues should you address in your Business Plan?

  • Supply Chain: Where will you buy your coffee beans? Who will be your coffee roaster?
  • Operating Hours: Consider the best times to cater to your target market.
  • Staffing: Detail roles, such as barista, manager, and part-time support.
  • Equipment: List down essential equipment, from espresso machines to ovens.

8. Financial Plan

In this crucial section of your business plan, delving into the financial specifics is paramount to lay out a concrete roadmap for the fiscal aspects of your coffee shop.

How Much Does It Cost to Start a Coffee Shop?

Starting a coffee shop is not just about brewing the perfect espresso; it’s also a substantial financial commitment. The cost for opening a coffee shop can range from $80,000 to $250,000. These costs can vary widely based on factors such as location, size of the establishment, equipment quality, and inventory requirements. Moreover, the process of opening a coffee shop might also involve unexpected expenditures, so it’s essential to account for some buffer in your budget.

How Many Ways to Fund Your Coffee Shop?

There are multiple avenues for funding your coffee venture. Traditional bank loans, personal savings, angel investors, crowdfunding campaigns, and partnerships are just a few options. It’s crucial to assess which option aligns best with your business vision and financial situation.

Important Questions to Consider When You Create Your Funding Request If you’re seeking funding, there are several questions you’ll need to answer in your business plan:

  • How much money do you need to start and maintain your coffee shop until it becomes profitable?
  • What will the funds be used for specifically?
  • How do you plan to handle financial challenges that might arise?
  • How do you plan to repay any loans or provide a return on investment?

9. Financial Projections

The financial projections section of your business plan forces you to translate your coffee shop vision into numbers, ensuring you’ve accounted for all key metrics that can make or break your venture.

Break-even analysis:

This is the point where your coffee shop’s total revenues equal its total costs. Simply put, it’s when you neither make a profit nor a loss from selling coffee. 

Use this formula:  Fixed Costs / (Price – Variable Costs) = Break Even Point

Projected profit and loss statement:

This will provide a forecast of your expected income and expenses, giving a clear view of your venture’s profitability.

Cash flow analysis:

Essential for understanding the liquidity of your business, this tool is especially crucial for coffee shops, considering the fluctuating expenses and incomes coffee shops offer. When drafting this, consider who will read it, as stakeholders like investors or lenders might have specific expectations.

Coffee Shop Business Plan Template 

  • Mission: To offer the community high-quality coffee in a comfortable and vibrant environment.
  • Vision: To become the go-to local coffee spot that fosters community connections and coffee appreciation.
  • Coffee Shop Description: “Java Junction” will be a modern coffee hub that emphasizes direct-trade coffee beans and a relaxed, inclusive atmosphere.
  • Costs: Estimated initial costs are $125,000.
  • Profits: Projected annual profit by year two is $75,000.

2. Description of the Coffee Shop

  • Coffee Shop Concept: A community-focused café emphasizing artisanal methods.
  • Coffee Shop Name: Java Junction
  • Coffee Shop Type: Sit-down café with an adjacent mini-library.
  • Location: Main Street, Downtown Area – chosen for its high foot traffic.
  • Order Fulfillment: Orders taken at the counter with table service for food.
  • Working Hours: Mon-Fri (7 am – 9 pm), Sat-Sun (8 am – 10 pm).

3. Menu Offer

  • Type of Food and Drink: Coffee, teas, pastries, and sandwiches.
  • Offer: From classic espresso shots to unique blends like “Lavender Latte”.
  • Unique Selling Point: Every coffee product uses direct-trade beans, ensuring farmer fairness.

4. Market and Competition Analysis

  • Market Analysis: The local population includes a mix of professionals, students, and tourists. Many search for quiet spots to work or relax.
  • Target Customer: Professionals aged 25-40 and students.
  • Size of the Target Customer: Approximately 15,000 individuals.
  • Competition Analysis: Three established coffee shops within a mile.
  • Size of the Competition: Ranging from small boutique coffee shops to a larger chain.
  • Competitors’ Offer: Basic coffee drinks, with limited specialty items.
  • Competitors’ Prices: Average of $4 for a coffee drink.

5. Investment Plan (Detailed Cost Analysis)

Investment Cost (One-off): $75,000

  • Equipment: $30,000
  • Renovations: $20,000
  • Initial Stock: $10,000
  • Licenses: $5,000
  • Miscellaneous: $10,000

Operating Costs (Monthly): $17,000

  • Rent: $3,000
  • Salaries: $10,000
  • Utilities: $1,000
  • Stock: $2,000
  • Marketing: $1,000

6. Financial Forecast

Year one is projected to break even, with a profit of $50,000 expected in year two, and $75,000 in year three, considering growth and expanding customer base.

  • Owner: Jamie Smith, a coffee enthusiast with a business degree.
  • Manager: Alex Brown, previously managed a successful coffee chain for five years.
  • Baristas: A team of 4 skilled individuals passionate about coffee.

8. Marketing Plan

Java Junction will use a mix of social media marketing, local print advertising, and loyalty programs to attract and retain customers. Regular events, such as “Buy Our Coffee Day” and collaboration with local businesses, will drive foot traffic and community engagement, integral components for starting your coffee shop and making it successful.

This coffee shop business plan sample is hypothetical and serves as a template. Tailoring specifics to your local market, vision, and unique aspects will be necessary. Every coffee shop has nuances that can make them successful, whether it be the coffee products they sell, the environment they cultivate, or the events they host. Focus on what will make your coffee shop stand out and be sure to engage your community.

Tips For Writing a Business Plan For a Coffee Shop

Your business plan becomes the blueprint of your vision. Here are essential tips to consider:

Comprehensiveness is Key: Ensure your plan encompasses all sections you should include, such as marketing, financial projections, and operations. A well-rounded plan provides a holistic view of your business.

Tailor to Your Audience: If you’re presenting to potential investors, focus on profitability and growth projections. For a landlord, emphasize the benefits your coffee shop will bring to their property.

Specialize in Marketing: Given the competitiveness in the coffee industry, it’s crucial to have a solid marketing plan. If marketing isn’t your strength, consider hiring someone to do marketing for your venture. A strong online presence, loyalty programs, and community engagement can set you apart.

Research Your Market: Understand what nearby coffee shops include in their offerings. Identify gaps in the market and strategize on how your shop can fill them.

Stay Flexible: While a business plan provides direction, remain adaptable. The coffee industry is dynamic, and your ability to pivot can prove invaluable.

Separate Sections for Clarity: If your plan becomes too dense, you might want to create a separate document for specific sections like a detailed marketing strategy or an in-depth market analysis. This makes your primary business plan concise and more readable.

Frequently Asked Questions

1. how profitable is owning a coffee shop.

Owning a coffee shop can be profitable, depending on factors like location, quality of products, and management. On average, after expenses, many coffee shops report a profit margin of around 3% to 5%, with some successful ones achieving even higher. However, it’s essential to factor in initial setup costs, ongoing expenses, and market competition.

2. How do I start a coffee shop business plan?

Starting a coffee shop business plan involves multiple steps. Begin by defining your coffee shop’s mission and vision. Conduct market research to understand your target audience and competitors. Then, detail out sections like your product offerings, pricing strategy, marketing plan, financial projections, and operational procedures. If you’re thinking of opening a coffee shop, a well-thought-out business plan is indispensable.

3. What is a business plan for a coffee shop?

A coffee shop business plan is a detailed document that outlines your coffee shop’s objectives, strategies, and operational procedures. It acts as a roadmap, guiding you from the startup phase to establishing a thriving business. Moreover, if you need a coffee shop business loan or investment, this plan becomes crucial in convincing stakeholders of your venture’s viability.

4. What are the 4Ps in a coffee shop business plan?

The 4Ps stand for Product, Price, Place, and Promotion. In the context of a coffee shop:

  • Product: What type of coffee and related products will you offer?
  • Price: How will you price your coffee? Will it be premium or competitive?
  • Place: Where will your coffee shop be located? Is it accessible to your target audience?
  • Promotion: How will you market your coffee shop? Will you offer promotions or loyalty programs?

These elements help in creating a marketing strategy tailored to your coffee shop’s unique needs and market position.

Launching a coffee shop is not just about brewing the perfect cup but weaving a narrative that resonates with your community, fostering an ambiance that people gravitate towards, and maintaining a seamless operation that drives profitability. The meticulous creation of a business plan is a pivotal step in this endeavor. It’s the beacon that guides budding entrepreneurs through the complexities of the coffee industry. In such a competitive marketplace, a well-structured, comprehensive business plan can make the difference between a fleeting venture and a thriving institution. To potential coffee shop owners, embrace the process, let your passion shine through in your plan, and remember that every great coffee shop started with a simple idea, much like a single coffee bean ready to brew greatness.

Mobile CTA

Related articles

qr code table tent

QR Code on Table Tents for Restaurants and Bars

how-much-does-it-cost-to-open-a-restaurant

How much does it cost to open a small restaurant

How much does it cost to open a bakery

How much does it cost to open a bakery

business plan coffee shop excel

Menubly LLC 8 The Green Suite R, Dover, Delaware 19901

Privacy Policy

Terms of service

Cookie Policy

  • Try it out »

The Ultimate Coffee Shop Business Plan and Template

The Ultimate Coffee Shop Business Plan and Template

Coffee Shop Marketing Ideas to Supercharge Your Business

If you are looking to write a coffee shop business plan, you have come to the right place.

A coffee shop business plan is an essential tool for coffee shop owners or people who want to open a coffee shop. A business plan will help you plan your strategy for success and act as a guide as you look to build your coffee shop.

In this article, we’ll look at why you should write a business plan for your coffee shop or cafe, as well as provide you with a sample and a template that contains inspiration for the things you should include in your coffee shop business plan.

Table of Contents

  • 1 Why Write a Coffee Shop Business Plan?
  • 2.1 Executive Summary
  • 2.2 Company Overview
  • 2.3 Market and Customer Analysis
  • 2.4 Sales and Marketing Plan
  • 2.5 Management Team
  • 2.6 Financial Plan
  • 3 Wrapping Up

Why Write a Coffee Shop Business Plan?

Latte on a Table

The basic idea behind a coffee shop is simple. The business needs to sell enough coffee products to cover costs and make a profit. However, many variables will define whether your business is successful.

A coffee shop business plan will help you plan a strategy for success. It will consider factors such as opportunities, risks, and how you will market yourself . By having a good idea of this before you start a coffee shop, you will be better placed to overcome or avoid any difficulties.

Here are some examples of how a business plan could help iron out any difficulties:

  • While creating the market analysis section, you may decide that competition is too intense. If this is the case, you could look for a new area with fewer competitors or find a way to make your coffee shop business stand out.
  • By creating a marketing plan before you open, you can put yourself in an excellent position to make sales from the moment you start a coffee shop.
  • By creating cash flow projections, you will be able to spot any potential financial issues well before they come to light, preventing cash flow problems.

Without a business plan, you would either not know about the potential difficulties listed above, or you would be aware of them but lacking any defined strategy for overcoming them. By creating a coffee shop business plan, you can tackle issues with a clearer head.

Business plans are also essential documents if you plan to apply for funding for your coffee shop.

You’ll likely need to submit the business plan to the bank when applying for a loan, or to investors when applying for equity funding. Having a well-thought-out business plan shows you have done your market research and analyzed your idea which helps give investors an overview of the risks and potential rewards of investing.

If you are going to use your business plan to apply for funding, you’ll need to go into a little more detail about the financials of your business. This will include your income and expenses and you’ll also need to include a section that discusses how you will use the money you’re raising.

Coffee Shop Business Plan Template

Trendy Coffee Shop

A Google search will reveal differences when it comes to the exact sections you should include in your coffee shop business plan.

Nonetheless, a coffee shop business plan template will include the sections listed below. In this part of the article, we’ll go through a coffee shop business plan template and discuss what you should include in each section.

Executive Summary

The executive summary is a short overview of your coffee shop business plan. It should include all the important details about your business. When deciding what to include, think about what you would want someone to see if they told you they would only read this one section of your plan.

Open your executive summary with a statement about what your coffee shop business is all about. Talk about what it will offer that is unique and mention why you think it will be successful. Is it the only coffee house in town, for example?

Coffee shop name: AI Coffee Shop

Executive Summary:

AI Coffee will serve high-quality coffee to office workers and business people who work nearby. We will sell espresso-based drinks with a focus on providing quality at speed. We will sell coffee to take away as well as to eat in, with an indoor seating area with space for 25 customers in our coffee shop.

While there are other coffee shops in the area, we believe that there is demand for more — especially ones that focus on a high-quality product. We will also provide a light lunch menu and pastries that we believe will differentiate us from other coffee shops in the area. 

Company Overview

Barista Holding Latte

In the company overview section, you should include practical details about your coffee shop business. This will include:

  • The structure and ownership of your coffee shop
  • The staff you plan to hire and what you will pay them
  • Your company’s mission statement, and startup expenses

While this may seem like a lot of work, the good news is this also serves as a way to kill two birds with one stone. As you flesh out your company’s goals & vision statements, it’s important to track this information in an internal wiki . Not only will this help your business stay true to its course, but it can also serve as a great resource for your staff.

AI Coffee will be a privately held company owned entirely by Mr Smith, who will also manage the coffee shop. We will hire two full-time employees with at least two years of barista experience, as well as four part-time employees to help during busy periods.

Startup costs for the coffee shop will be $70,000, which will be spent on rent, renovations, and purchasing equipment. The owner has put up half the money and has borrowed half from a bank. Based on annual sales of $160,000 and after costs and wages, we expect to be profitable within the second year. 

Market and Customer Analysis

In the market analysis section, you should include details about the local market. This can include information on competitors, such as other coffee shops or any fast-food joints, restaurants, or bars that you think will be competing for your coffee shop’s money.

You should also outline what makes your coffee shop business unique and why you think it can be successful despite the competition. You can also include wider information about the coffee industry.

In the customer analysis section, you need to include information about your target market. Include details on who they are and why you think they will like your coffee shop, with metrics where possible. If you performed market research before starting your coffee shop business plan, include that here.

Market Analysis

The coffee industry is expected to keep growing between 2020 and 2024 in the U.S. Research suggests that coffee is one of the most consumed beverages in the country, with the average person drinking two cups per day. We believe that this growth, plus the high volume of coffee people drink each day, makes opening a coffee shop a good business opportunity . 

Competitor Analysis

AI Coffee will be located in a vibrant district that is seeing offices open up and new companies move in. There are currently two other coffee shop competitors in the immediate area, but we believe there is room for more.

Our shop’s main advantages are that it is closer to a new office building than the other shops. We also plan to differentiate ourselves by offering a small lunch menu, unlike any of the existing coffee shops, as well as various customer loyalty schemes . 

Customer Analysis

The location of the coffee shop has high footfall, especially before and after work and during lunchtimes. The area has a high proportion of local professionals who can afford to spend money on coffee and other drinks. 

The office blocks in the immediate vicinity are home to around 2,500 people. There are also other buildings being developed nearby. The location is also close to shopping and entertainment districts. We expect to receive significant revenue from passersby, who will keep us busy during the day. 

Sales and Marketing Plan

Business Plan Doc

Before you start a coffee shop, you should have a clear idea of what your business’s sales strategy will be.

Your sales strategy contains practical details on how you will handle sales. You should also include sales forecasts and how you have come up with these forecasts. In this section, you should include information about the products you will sell and your pricing strategy.

Your marketing plan will discuss the strategies you will use to get customers through the door. Discuss your budget and expected returns on investment. If you have a particularly complex marketing plan, you may want to create a separate document for this and only include the highlights in your business plan.

AI Coffee will open from 7.30 a.m. until 7.30 p.m. seven days a week. We expect the hours immediately before and after office hours, as well as between 12 p.m. and 1 p.m., to be the busiest of the day, with much of our sales being to take out. 

We will use a commercial espresso machine and we expect to be able to produce up to a maximum of 70 cups of coffee per hour, which should be sufficient during busy times. 

We will sell our espresso-based drinks and tea at between $3 and $6, depending on the drink and the size. We will sell pastries at between $2 and $5, as well as light meals at between $7 and $12. These meals will be packaged so customers can either eat them on-site or take them away. 

We expect to generate around $730 per day from food and drink sales. 

Marketing Plan

We will market our coffee shop to customers in the nearby area through display marketing in relevant locations. We will also use social media marketing to target people nearby, and we will connect with people through our social media accounts. We will use these accounts to keep customers updated with new menu items as well as offers and discounts. 

We will also create a website and an app, which we will use to run a customer loyalty scheme . We will provide the option to order coffee through the app and pick it up at the shop. We think this will appeal to busy professionals. 

Our marketing will focus on the quality of the coffee we sell, as well as the benefits of our shop to office workers ( in-app ordering ). During the week after we open, we will offer substantial discounts on coffee to attract people to our business. This offer will be central to our marketing during this period. 

We will encourage repeat customers using a loyalty scheme that will give them a free cup of coffee when they buy eight drinks.

Our marketing budget will be $500 in the first two months, but we will cut this down to around $350 a month after that. 

Operating Plan

Barista Making Latte

The operating plan will include details of how you will run your coffee shop. This will include costs, as well as specifics about things like opening times, food and drink production, prices, and more.

It will also allow you to spot any potential conflicts. For example, if you plan to serve 150 office workers between 7:30 a.m. and 9 a.m., can you do it with only two members of staff or would you be better off hiring another employee?

You can also use this section to explain any licenses or certifications you need to get before you open your shop, as well as how you will train employees.

We will open from 7:30 a.m. to 7.30 p.m. We will always have at least three staff members in place to take care of making coffee, process sales, and keep the coffee shop tidy.

We will buy our coffee wholesale from a supplier that specializes in high-quality coffee. This coffee will cost $40 per five-pound bag. We will keep enough coffee in stock to last for at least one week. 

In terms of equipment, we will use a commercial grinder to grind beans before making each cup. 

We will buy pastries and light meals from a local supplier who will also take care of the packaging. We will receive a daily delivery at 7 a.m., thirty minutes before the shop opens. 

We will thoroughly clean up the shop after closing to ensure it is ready for the following day. We will build HACCP processes to stay compliant with food safety regulations. All members of staff will receive training so they know about these processes.

Management Team

In the management team section, you should include who the business owners are and who will manage your coffee shop. You should write about any experience or qualifications they have that will help make them successful.

If the owners won’t be managing the coffee shop, you should include details about who will take care of the day-to-day running of the business. In this section, include how much you will be paying each of the management team as well as how any profits will be shared amongst the owners.

The owner will also manage the coffee shop. The owner has over ten years’ experience working in coffee shops, including six years in various management positions. AI Coffee will also hire two full-time employees. These employees will have at least two years’ experience working in a coffee shop. We will pay each full-time employee $22,000 a year.

We will also hire four part-time employees with or without experience to work at weekends and provide cover during the week. We will pay these employees $10 an hour. 

Financial Plan

The final section of the coffee shop business plan is the financial plan. Here you need to go into detail about how your business will be financially successful.

Include operating costs (this includes the cost of equipment), loan repayments, cash flow and expected revenue (in the first year, especially). Also, include a balance sheet analysis that shows how much revenue you need to take in to become a profitable coffee business.

In this section, we will explain our financial plan, including costs, expected sales, and profit. We will also include a balance sheet. We believe this plan accurately illustrates why AI Coffee will be financially successful. 

ADD FINANCIALS 

Wrapping Up

That’s all for our coffee shop business plan guide. We hope that this has equipped you with enough knowledge on how to start a coffee shop and will help you with your business planning.

To find out more about getting a business up and running, check out our guides to writing a business proposal in 2019 and writing a small business marketing plan.

Click To Tweet

business plan coffee shop excel

2 thoughts on “ The Ultimate Coffee Shop Business Plan and Template ”

Free Coffee Shop Business Plan Template

Win over investors with this customizable, free coffee shop business plan template..

Smiling barista standing in front of a modern coffee bar.

What’s Inside This Free Coffee Shop Business Plan Template:

  • A business plan template for coffee shops formatted for Word or Pages
  • Instructions and tips to help you create a successful coffee shop business plan
  • 8 customizable sections, including a coffee shop business plan introduction, operations plan, and more

Starting any business can feel daunting, but starting a coffee shop comes with a unique set of challenges. From concept to staffing, there’s a lot to consider as you begin mapping out your coffee shop business plan. And that’s where a coffee shop business plan template can help.

Why You Need a Coffee Shop Business Plan Template

Writing a business plan is one of the first steps in opening a coffee shop. Think of it as the blueprint for your business. Why recreate the wheel and write your coffee shop’s business plan from scratch when you can get started with our handy template? 

Using a template can speed up your business plan writing process, thanks to detailed instructions and tips on what to write in each section. 

And, because this template is designed especially for coffee shops, you’ll find helpful guidance on things like design and layout considerations that are unique to this type of business.

How to Start a Coffee Shop

Still researching how to start a coffee shop? Creating a business plan is the first step, but there’s so much else to consider, including:

  • Writing a successful coffee shop business plan : Use our template to strategize where you’ll get the funds for your business, what will make your coffee shop different from others, who you’ll hire, and more.
  • Getting funding : Execute the financial part of your business plan by securing funding for your business, whether through personal savings, friends and family, investors, or a loan.
  • Finding and customizing a location : Search for a commercial space, then make it your own with furniture and decor.
  • Sourcing coffee : Decide if you’ll roast your own beans or partner with a vendor.
  • Hiring staff : Employees are the heart of any food service business. Invest time into finding the right people to join your team.
  • Marketing your coffee shop : Spread the word about your coffee shop online and in person through partnerships, events, social media, restaurant email marketing , and more.
  • Opening your business : Launch with a bang through a grand opening.

How Much Does it Cost to Start a Coffee Shop?

How much it costs to start a coffee shop depends on a number of factors, including your shop’s location and size. As part of the planning process for your coffee shop business proposal, research the costs of real estate in your area, furniture, equipment, POS systems, inventory, payroll, and marketing and advertising to establish an opening budget. Make sure to include a buffer in your budget for unexpected expenses.

What You’ll Find in This Free Coffee Shop Business Plan Template

Our free, 20-page coffee shop business proposal template comes with eight customizable sections. In each section, you’ll find:

  • Headings that you can customize or use as-is
  • Explanations of what each section is for
  • Tips on what to write in each section
  • Suggestions for how much to write
  • Coffee shop business plan examples 
  • Links to helpful resources, like pricing strategies, menu templates, technology suggestions, and more

The free business plan template for coffee shops is completely customizable, from the introduction to the appendix, which means you can adjust the business plan to fit your unique concept. So whether your goal is to create a community coffee hub or a hip third-wave coffee bar, this template can help.

When you’re done filling out each section, you can save the coffee shop business plan template in Word or Pages. You can also print the document so you can share your business plan and ideas with friends, family, and investors.

Success! Click below to access the download.

We’ve also sent you a confirmation email with a personal download link so you can access the content at any time.

Restaurant worker wearing a face mask posting a sign in the window that says

More Articles

A stack of the 2024 State of Restaurant Report hardcovers.

Subscribe to the TouchBistro Newsletter

Join over 18,000 subscribed restaurateurs and get:.

  • Free industry reports, checklists, templates, guides, and more
  • The latest restaurant trends delivered straight to your inbox
  • Tips for running a successful restaurant

Team smiling

PlanBuildr Logo

Coffee Shop Business Plan Template

Written by Dave Lavinsky

Business Plan Outline

  • Coffee Shop Business Plan Home
  • 1. Executive Summary
  • 2. Company Overview
  • 3. Industry Analysis
  • 4. Customer Analysis
  • 5. Competitive Analysis
  • 6. Marketing Plan
  • 7. Operations Plan
  • 8. Management Team
  • 9. Financial Plan

Coffee Shop Business Plan

Whether you are planning to start a new business or grow your existing coffee shop, you’ve come to the right place to create your coffee shop business plan.

We have helped over 100,000 entrepreneurs and business owners create business plans and many have used them to start or grow their coffee shops.

A coffee shop business plan is used to start and/or grow your business. Among other things, it outlines your business concept, identifies your target customers, presents your marketing plan and details your financial projections.

Coffee Shop Business Plan Sample

Below are links to each section of our coffee shop business plan example:

Next Section: Executive Summary >

Coffee Shop Business Plan FAQs

What is a coffee shop business plan.

A business plan for a coffee shop is a plan to start and/or grow your business. Among other things, it includes your company overview, allows you to conduct a market analysis to identify your target market, includes a sample menu, presents your marketing plan and pricing strategy to attract your local customer base, details your sales forecasts, and provides the income statement, balance sheet and cash flow statement for your coffee shop.

You can  easily complete your coffee shop business plan using our Business Plan Template for a Coffee Shop here .

What Are the Main Types of Coffee Shops?

The different types of coffee shops include cafes, coffee bars and coffeehouses that sell coffee drinks and other snacks. Some coffee shops offer lunch and dinner menus and are close to being full-service restaurants. There are also coffee shops that are more accessible for people on the go or those who want to make their own coffee. These are retail coffee shops, drive thru coffee shops, coffee carts and trucks, and roasters or retailers.

What Are the Main Sources of Revenue and Operating Expenses for a Coffee Shop?

The primary source of revenue for many coffee shops come from its food and drink sales, which includes brewed coffee, coffee beans, seasonal drinks and refreshments, and baked goods. Gift card and merchandise sales like tumblers, mugs, and coffee makers also contribute to a coffee shop’s revenue stream.

The expected expenses for a coffee shop are the cost of coffee and food products, salaries and wages, rent, and advertising costs. 

How Much Does it Cost to Start a Coffee Shop?

Opening a coffee shop business can cost anywhere from $40,000 to $100,000 depending on the size and location of the business. Additional costs such as inventory, employee salaries, and marketing expenses can range from $5,000 to $15,000 per month.

How Do You Get Funding for Your Coffee Shop Business?

The best way to get funding for a coffee shop business is through a bank loan or utilizing your personal savings, business credit cards or borrowing from friends and family. You can also look into government grants or loans, or try to find a partner who is willing to invest in your business. Whatever route you choose, be sure to have a solid coffee shop business plan for potential investors including a sales and marketing plan as well as a realistic idea of how much money you need to get started.

How to Start a Coffee Shop?

  • Determine the type of coffee shop business you want to open . There are many different types of coffee shops, from small mom-and-pop shops to large chains.
  • Create a coffee shop business plan. This will outline your plans for starting and running your coffee shop. 
  • Secure funding . You will need money to start and run a coffee shop, so you'll need to find investors or borrow money from a bank or other lending institution.
  • Find a location for your coffee shop. This can be tricky, as you'll need to find a space that is affordable and has good foot traffic.
  • Equip your coffee shop . You'll need to buy or lease equipment such as espresso machines, coffee brewers, and furniture in addition to the coffee beans and other food products you plan to sell.
  • Hire staff . You'll need employees to run your coffee shop, so post job ads and interview potential candidates.

Learn more about how to start a successful coffee shop business:

  • How to Start a Coffee Shop Business

Where Can I Get a Coffee Shop Business Plan PDF?

You can download our free coffee shop business plan template PDF here . This is a sample coffee shop business plan template you can use in PDF format.

Upmetrics AI Assistant: Simplifying Business Planning through AI-Powered Insights. Learn How

Upmetrics

Business Planning

  • Financial Forecasting

AI Assistance

See how upmetrics works  →, strategic planning, entrepreneurs & small business, accelerators & incubators, business consultants & advisors, educators & business schools, students & scholars.

  • Sample Plans

Business Plan Course

Small business tools.

  • Strategic Canvas Templates

E-books, Guides & More

  • WHY UPMETRICS?

Customers Success Stories

  • Business Plan Builder
  • Canvas Modeling
  • Product Tour
  • Business Consultants and Advisors
  • Entrepreneurs And Small Businesses
  • Accelerators & Incubators
  • Educators & Business Schools
  • Students & Scholars
  • Sample Business Plans
  • business plan course
  • E-Books, Guides & More
  • Success Stories
  • Food, Beverage & Restaurant

How to Write a Coffee Shop Business Plan + Free Template

trustpilot reviews

You are a smart entrepreneur. You don’t jump right in and open a coffee shop just because you decoded the secret of making perfect cups of steaming delicious coffee.

Instead, you wait and plan to write a unique business plan that resonates with your coffee shop’s concept.

But hey, writing a business plan is actually complex. Without any structural format or direction, you may end up making a hotchpotch of your business idea.

To ensure that your business concept translates properly into a plan, we created this step-by-step guide that will prompt you to write an insightful coffee shop business plan in great detail.

Also, get a free coffee shop business plan template that has all the relevant examples for you to get started.

So get yourself a cup of coffee and decode the secrets of writing a stellar plan in easy steps.

Let’s get started.

Key Takeaways

  • Craft a compelling executive summary for your coffee shop business plan. Add key details regarding financials, marketing, business objectives, and operations to help investors evaluate your business idea.
  • Conduct thorough research on the coffee shop market by analyzing the key trends, consumer preferences, and needs of your target market.
  • Streamline your coffee shop operations with a detailed plan outlining the standard operating procedures of your key business processes.
  • Ensure the compliance of business by acquiring essential licenses and permits.
  • Design a brief sales and marketing plan to ensure that the coffee business reaches its target customer and starts making sales.
  • Identify your unique selling proposition and determine your competitive edge in the market.
  • Using SWOT analysis, analyze the strengths, weaknesses, opportunities, and threats of your competitors and your own business.
  • Create a sample menu and determine your menu offerings by considering varying different aspects.

Why Prepare a Coffee Shop Business Plan?

A lot of variables play together to write the success story of your coffee business.

From choosing a shop location to remodeling it as per your unique concept, hiring staff, determining sales strategy, acquiring licenses and insurance, and planning operations-you need to undertake multiple activities, consecutively at a time, to start and run a coffee business.

A business plan will guide you like a map in the right direction. It will ensure that all the business objectives are achieved without breaking a compliance code.

It forces you to assess the viability of a coffee shop idea before you invest the money in it. You can strategically plan the coffee shop’s success by making detailed financial projections relating to the company’s sales, revenue, costs, and expected expenses, and cash flow.

And most important of all, a business plan will help you acquire the required funds by winning the trust of potential investors.

How to Write a Coffee Shop Business Plan: A Complete Guide

Let’s walk through the process of writing a coffee shop business plan with detailed step-by-step instructions.

1. Get a business plan template

Writing a business plan from scratch is pretty exhausting. You are likely to leave behind an important detail without any structural format.

So do yourself a favor and get a business plan template. Trust us, it’s going to make your plan writing process so much simpler.

A template helps bring clarity and focus to different sections of the plan by prompting you in specific directions. Moreover, the templates contain examples and tips specific to coffee shops making it extremely relevant for your business.

Looking for a well-structured and modern business plan template?

Well, we knew you would. Presenting the Upmetrics business plan template that can be easily customized for your unique coffee shop business. Simply download our template and modify it as per your business concept.

business plan coffee shop excel

Need Assistance Writing a Coffee Business Plan?

Get Upmetrics’ business plan template, import data directly into the editor, and start editing using Upmetrics AI Assistant.

Upmetrics AI assistance

Start Planning Now

2. Write an executive summary

An executive summary is like a north star of your business plan. It will act as a guiding light for stakeholders to understand your journey ahead.

Investors will read the executive summary of your coffee shop business plan before even allowing you a presentation.  So definitely it needs to be compelling and converting.

Keep your executive summary concise but detailed enough that it summarizes the key points of your entire plan. Include the problems you would be solving and the solutions you have to offer. Adapt a storytelling tone and focus on highlighting the business goals, financials, objectives, and overall business strategy.

Now, move ahead and visit this part when you are done writing for the entire plan. Summarizing becomes much easier and more effective when you are aware of the entire plan’s details.

Also, two pages are more than enough for writing a capturing executive summary.

3. Conduct a competitive and market analysis

Build a strong foundation for your coffee business by diving deep into the market research of the coffee industry, competitors, target audience, market trends, and your attainable target market.

Analyze the coffee shop industry from a macro viewpoint and then gradually narrow it down to your particular market. For instance, the revenue in the US coffee market size was $85.2 billion in 2022 and is expected to grow by 3.21% between 2023-2028.

Now, identify your targeted available market (TAM) from this and analyze the growth potential of your particular coffee shop. Overall, try to show that the coffee shop business has a thriving opportunity to grow in the market.

The market analysis for a coffee shop business must include the study of the following:

Customer analysis

Customer analysis is essential to identify your target customers. Having a thorough understanding of your target market will help formulate the business and market strategies appropriate for your business.

Create the buyer persona of your ideal customer. Focus on these details to outline your ideal customer:

  • Customer demographics: Age, gender, location, income, occupation, and ethnicity of the customers who will visit your coffee shop.
  • Customer psychographics: Beliefs and values of your ideal customer, their interests, spending pattern, and their media consumption.

For instance, the ideal customer for Steamy Sips is 23-38 years old and works in a corporation. He/ She likes to spend money on coffee regularly and prefers fresh roasted seasonal brews, is socializing, and loves working in a cafe remotely.

Competitors analysis

After determining your target market, look around and identify your potential competitors.

Begin by identifying the top competitors of your coffee shop. This can be neighboring coffee shops, kiosks, or coffee karts that offer similar services to your business.

Now conduct a SWOT analysis of these coffee shops by analyzing their strengths and weaknesses. Also, analyze your strengths against competitors and highlight your competitive edge in the market. Be realistic with your assessment as this will form the foundation of your related business policies.

Lastly, identify if there are any stellar opportunities for you to leverage in this market.

SWOT analysis of a coffee shop business

Collect data from highly authoritative websites, data publications, and local studies specialized in the coffee industry. For instance, SBA , SCA coffee , Mintel , Business Wire , COFFEEBI , etc.

This section is your chance to prove to the potential investors that you are aware of the market challenges and there exist favorable chances for your coffee shop to thrive and grow.

4. Prepare a company overview

Just like the executive summary of your coffee shop business plan, this section includes a brief business description of your coffee shop. It offers readers a peek into your business structure, goals, mission, and company values.

Depending on your market analyses choose the type and structure of your business concept. Clearly describe whether you will start a cafe or coffee shop, coffee kart, coffee bar, or coffee house and whether the business structure will be LLC, partnership, or sole proprietorship.

Further include your mission statement, coffee shop objectives, and goals to complete the company overview section.

Mission statement: A mission statement highlights the purpose of your coffee shop’s existence and its long-term objective.

  • For instance, Steaming Sips’ mission is to cultivate a culture of freshly roasted coffee, serving a welcoming space for young individuals to connect, create, and unwind with every cup of our brews.

Coffee shop objectives: In this part, highlight your business objectives in terms of milestones, growth goals, revenue goals, sales numbers, etc.

  • For instance, Steaming Sips aims to open 3 branches across San Fransisco by the end of 2025.

5. Present your sample menu

The market research earlier helped you understand your potential audience in great detail. Now, it’s time to decide what to offer on your menu.

A sample menu is an important component of your coffee shop business plan. With a menu, investors will know what exactly you will be serving and what makes you different.

A coffee shop can stand apart selling just coffee drinks. However, there are many coffee shops that sell coffee and food products together. Depending on your coffee shop concept and the target market, decide the menu items.

Here are a few things to consider while making your menu and establishing yourself as a specialty coffee shop.

  • Different types of coffee drinks that suit your customer’s taste. For ex. filtered coffee, frappuccino, brewed coffee, hot coffee, etc.
  • The type of coffee beans to produce high-quality coffee, e.g. organic coffee beans.
  • Different types of coffee roasts, e.g. dark roast, medium roast, light roast.
  • Different types of milk, e.g. plant-based milk options and dairy milk.
  • Seasonal coffee specialties.

Strategically place the items in your menu and add the prices alongside. Incorporate branding elements of your coffee shop in the menu as well.

6. Coffee shop design and layout

Till now, the coffee shop idea was just a business concept, jumbled randomly across your mind. Writing a business plan will help you to sort those ideas, one section at a time.

The design and layout section helps potential investors visualize the appearance of your coffee shop. It is your chance to help them understand your coffee shop concept and the aspects that set you apart from other coffee shops.

Begin by highlighting your coffee shop location in this section. Briefly explain how the location is suitable for your potential customers.

Also, present the moodboard of your coffee shop and highlight the branding and visual elements of its design.

Overall, explain how you will create a welcoming atmosphere for your customers by incorporating design and decor elements in your shop.

location of coffee shop business

7. Prepare a coffee shop marketing plan

Now that you have the concept, design, and menu for a coffee shop, it’s time to work on its marketing plan. The coffee market is intensely competitive and only a solid marketing action plan can differentiate your business from other coffee shops.

Using your market research, identify the best marketing strategy for your business. Ideally, coffee shops build a cohesive brand image using a mix of digital marketing practices.

For instance, a website can be used to build a robust web image, while social media can be used to connect with your target audience organically. Similarly, your coffee shop emails can focus on special offers and promotional invites while paid ads can help you target the wider audience.

In this section, you also highlight various promotional activities for your cafe such as karaoke evenings, art workshops, musical nights, happy coffee hours, etc.

Overall a comprehensive marketing plan must answer the following questions:

  • How will you draw coffee enthusiasts to your coffee shop?
  • What will be the pricing strategy of your coffee shop?
  • What will be your marketing budget?
  • What marketing channels will you use and who will undertake the marketing activities?
  • Will there be any promotional events at the cafe? If so, what type of events?

marketing strategy for coffee shop business

8. Introduce your management team

In this section, you will introduce the management team that will ensure the smooth functioning of your coffee shop business.

Begin by introducing the coffee shop owners and their relevant experience in the coffee market. Also, clarify if you will work both as owner and manager or hire a coffee shop manager to look after the day-to-day operations.

If you are going to hire a manager, introduce them and their key responsibilities in the section. Offer a brief description of their skills, experience, and expertise that can help your coffee shop business.

Overall, this section shows the potential investors that you have all the right people in a team to drive your coffee shop toward success.

9. Outline your operational plan

This section of a coffee plan offers brief details of everyday business processes that will guide you to build and run a successful coffee shop.

An operations plan includes a lot of details, answering some of these prominent questions.

  • Inventory and stock management: How will you manage and track the inventory? Who will be responsible for stock management? How often would you restock the inventory?
  • Production: Who will develop the recipes for coffee beverages? Will there be recipe cost cards for coffee preparation? Will there be kitchen staff working with food orders or will you outsource that?
  • Coffee shop equipment: What equipment will you buy for the coffee shop, i.e. espresso machine, coffee grinders, etc? Will that be a new purchase or a second-hand one? How much will the equipment cost?
  • Management: Who will serve the food and coffee in the shop? Who will look after customer complaints? What is the conflict resolution system at your coffee shop?
  • Technology: What technologies will you use at your coffee shop? Which payment and POS system will you use? Will there be an ordering kiosk?

A well-planned operations plan demonstrates your ability to run a coffee shop to your readers. So keep it detailed and revamp it as and when needed.

10. Create a Financial Plan

A financial plan helps assess the viability of your business idea by evaluating its financial aspects. It’s an important part of your coffee shop business plan whether you want to seek funding or not.

A well-built financial plan is presented in numbers, graphs, and charts and includes the following:

  • Evaluation of startup costs: Identify the startup costs of your proposed coffee shop. Take into account the costs for lease rental, licenses, equipment, remodeling as well as operating expenses for the first few months.
  • Sales forecasts and pricing: Determine the drink sales for your coffee shop and your pricing structure by conducting market research.
  • Operating costs: Your financial projections should include a thorough calculation of operating expenses to run a coffee shop business.
  • Balance sheet: A balance sheet will help investors assess your assets and liabilities and the liquidity of your business.
  • Cash flow statement: Make cash flow projections and demonstrate the inward and outward flow of money in the business.
  • Income statement: The figures in this sheet help evaluate the profitability of your business
  • Break-even analysis: The calculations here will help determine the sales level after which your coffee shop will start making a profit.

Now, making all these financial projections and calculations is a bit taxing. Not only that, you will have to create visual reports to make the financial section appealing and insightful.

Well, let’s make things easier with our financial forecasting tool. Simply enter your assumptions in a tab and our tool will generate important key reports for your business.

Don’t stress. You don’t need to worry about the visual reports anymore. Go, check your dashboard. You will have all the visual reports ready to be added to your financial plan.

coffee shop business profit breakdown

And that’s your detailed guide to writing your coffee shop business plan. Now, let’s check the latest industry trends ruling the coffee shop market. 

Coffee Shop Industry Highlights 2023

Let’s dive further deep into market analysis with these latest industry trends in the coffee shop market:

  • Coffee shop industry: The US coffee shop industry grew from $36 billion to 45.8 billion dollars between 2020-2022.
  • Number of coffee shops: According to Statista , in 2022 there were a total of 38.4 thousand coffee shops in the US.
  • Coffee drinkers: A performed market research indicates that the top coffee consumers aren’t youngsters, but seniors. Nearly, 70% of seniors consume coffee regularly.
  • Employment growth rate: The total number of people employees in the coffee shop industry in th US increased on average by 4.9% between 2018-2023.
  • Specialty coffee market: According to Grandview research , the US specialty coffee market is expected to grow at 10.9% CAGR between 2023-2030.
  • Price per cup: According to Business Insider , the average price per coffee cup in the coffee shop is almost $5, making it an affordable luxury for people.

Related Coffee Shop Resources

  • Coffee Shop Operational Plan
  • Coffee Shop Financial Plan
  • Coffee Shop Marketing Plan
  • Latest Coffee Shop Business Trends

Download a sample coffee shop business plan

Need help writing your business plan? Let’s ease your plan writing process with our coffee shop business plan pdf. Download it for free and customize it as per your needs.

This modern intuitive template offers a step-by-step guide that will help you write a comprehensive and actionable business plan. It’s designed specifically for coffee shop businesses and includes examples relevant to your industry.

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

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

crossline

Write your business plan with Upmetrics

Enhance the quality of your business planning with Upmetrics. With more than 400+ customizable sample business plans , it offers features like AI assistance to write an impactful business plan.

Whether you are starting your own coffee shop or taking over an existing coffee business, Upmetrics’ insightful guides and resources will help you craft a compelling business plan in easy steps.

Related Posts

Coffee Roaster Business Plan

Coffee Roaster Business Plan

Coffee Truck Business Plan

Coffee Truck Business Plan

Financial Guide for New Startups

Financial Guide for New Startups

Cost To Start a Coffee Shop

Cost To Start a Coffee Shop

Best Business Plan Writer

Best Business Plan Writer

How to Start a Coffee Shop Business

How to Start a Coffee Shop Business

Frequently asked questions, what are the key components of a successful coffee shop business plan.

The key elements of a coffee shop business plan are

  • Executive summary
  • Business overview
  • Coffee industry and market analysis
  • Sample menu
  • Coffee shop design and layout
  • Marketing and sales plan
  • Key management team
  • Operations plan
  • Financial plan

Should we consider franchising our coffee shop?

Yes, you can. Franchising is a proven way of increasing the reach and profitability of your coffee business. Moreover, it’s easy to scale your business through a franchise business model.

What is a traditional business plan for a coffee shop?

A traditional plan is very similar to modern business plans. It includes a summary of the company’s goals, objectives, business values, marketing objectives, and financial plan. The modern plans, however, are intuitively designed to be more suited to investors interest.

Do I need a business plan to secure funding for my coffee shop?

Yes. Investors and investing firms will ask for a business plan before giving you a chance to present the coffee shop concept. By studying your plan, they will gauge the viability of your coffee business, and depending on the analysis they will decide whether to invest or not.

What should I include in the financial projections section of my business plan?

The financial projections of your coffee shop plan must include the following:

  • Sales forecast
  • Startup cost estimates
  • Operating costs
  • Balance sheet
  • Income statement
  • Cash flow statement
  • Break-even analysis

About the Author

business plan coffee shop excel

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

Upmetrics logo

Plan your business in the shortest time possible

No Risk – Cancel at Any Time – 15 Day Money Back Guarantee

trustpilot reviews

Popular Templates

bpb AI Feature Image

Create a great Business Plan with great price.

  • 400+ Business plan templates & examples
  • AI Assistance & step by step guidance
  • 4.8 Star rating on Trustpilot

Streamline your business planning process with Upmetrics .

Download How to Write a Coffee Shop Business Plan + Free Template

  • Business plans

Coffee Shop Business Plan Template

Used 7,548 times

Looking for investors and permits for your new cafe? Use this free Coffee Shop Business Plan Template to get all your cups in a row.

e-Sign with PandaDoc

Coffee Shop Business Plan

Executive summary.

In order to fulfill our vision for [COFFEE SHOP] we will require [DOLLAR AMOUNT] in capital, which will be allocated roughly according to the following table:

If we are fully capitalized, we hope to be profitable by [TIME PERIOD] .

Marketing plan

Our Clientele

Our Competition

Our Specific Marketing Plan

Product description.

image

Operations plan

Our Suppliers

Our Personnel

Expense Projection

We expect our monthly outlay of expenses to approximate to the following:

Care to rate this template?

Your rating will help others.

Thanks for your rate!

Useful resources

  • Featured templates
  • Sales proposals
  • NDA agreements
  • Operating agreements
  • Service agreements
  • Sales documents
  • Marketing proposals
  • Rental and lease agreement
  • Quote templates
  • Purchase History

Business and Plans

Coffee Shop Business Plan Template

Trusted by 2,400+ Downloaders

What You Get

  • A compelling & detailed pre-written coffee shop business plan template in WORD
  • A full-fledged coffee shop financial plan model in EXCEL that you can easily customize
  • Customized text tailored to the coffee shop business
  • The ability to paste advanced charts and tables within a click
  • No accounting or specialized financial knowledge needed
  • Low-cost solution saving you time and money

Coffee Shop Business Plan Template Description

Coffee shop business plan template with financials

Our ready-made Coffee Shop business plan package comes fully loaded with a pre-written business plan template in Word and an automatic financial plan in Excel tailored to the Coffee Shop business. Spend only a couple of hours customizing these pre-written documents and adapt them perfectly to your own Coffee Shop project. Our business plan package saves you tons of time and money and enables you to get a professional coffee shop business plan that you can proudly share with prospective investors and other stakeholders. Check below the full content details.

business plan coffee shop excel

Coffee Shop Business Plan Document in Word

Our ready-made Coffee Shop business plan template is in Word format and includes 23 pages. The document is divided into multiple sections. Each section contains the essential points that are necessary to effectively present your Coffee Shop project. Each section and sub-section offers you a sample text that you can easily customize to make your business plan unique. Below is a small excerpt of your pre-written coffee shop business plan in Word.

Coffee shop business plan template in Word

Automatic Coffee Shop Financial Plan in Excel

Our pre-populated financial model is in Excel format and includes multiples worksheets. You can easily edit the model’s inputs including changing costs and revenue assumptions to generate custom pro-forma financial forecasts including P&L, Cash flows and Balance Sheets. Below is a small extract of your automatic coffee shop financial plan in Excel.

Coffee shop financial plan in Excel

The Benefits of Creating a Business Plan for your Coffee Shop:

  • A business plan is a comprehensive document that outlines the key aspects of your coffee shop business, including its concept, target market, value proposition, and long-term goals. It can also help you identify opportunities for growth and differentiation in the competitive landscape, and determine how you will meet the needs of your target customers better than your competitors.
  • If you need outside financing to start or grow your coffee shop, a business plan and financial plan can be critical in convincing investors to fund your business. The financial plan should include detailed projections that show how you plan to generate revenue, achieve profitability, and return on investment. It should also include information on your start-up costs, pricing strategy, marketing budget, and any other financial considerations.
  • A business plan and financial plan serve as a roadmap for your coffee shop business, helping you track your progress and make adjustments as needed to stay on track. By regularly reviewing and updating these documents, you can monitor your financial performance and identify any potential financial risks or opportunities.
  • A financial plan is a crucial tool for managing the financial aspects of your coffee shop business. It provides a clear overview of your income and expenses, helping you create a budget that aligns with your business goals. It can also help you make informed financial decisions by identifying potential risks and opportunities and providing a basis for evaluating different financial scenarios.
  • A business plan can also be an effective tool for attracting and retaining top talent for your coffee shop. By outlining your business goals, values, and culture, you can attract employees who are aligned with your vision and mission. A well-written business plan can also help you communicate your goals and expectations to your team, keeping them motivated and engaged.

This Ready-Made Coffee Shop Business Plan is For:

  • Entrepreneurs wishing to start a coffee shop business
  • Aspiring coffee shop owners who want to create a business plan fast and easy
  • Coffee shop entrepreneurs who wish to pitch their project to investors
  • Coffee shop professionals who wish to better understand the potential of the opportunity

Immediate Delivery by Email

  • Once you complete the order, you will receive an email with links to download your documents
  • Your order will contain the full pre-written business plan in Word
  • Your order will contain the full customizable financial model in Excel

Your Coffee Shop Business Plan Content

Executive Summary: Our Coffee Shop business plan template starts with a compelling Executive Summary. This key section is very important as it summarizes in 1 page your Coffee Shop business opportunity. It will introduce your business model, the key people behind the project as well as the unique selling proposition offered by your Coffee Shop venture. This section will also mention how market conditions and consumer trends are favorable for launching your project.

The Problem Opportunity: Next, your ready-made Coffee Shop business plan will list a number of problems experienced by your prospects in your target market and will show how this presents a unique opportunity for your Coffee Shop business. These can include issues such as lack of coffee shops in a certain location, low quality of coffee drinks offered by existing players, undifferentiated offering by current actors in the market…etc.

The Solution: This section explains how your Coffee Shop will take advantage of the current problems in the market and will detail your innovative solutions.

Mission & Vision: Your mission will explain in a couple of sentences your Coffee Shop’s business ethos. In other words, it will summarize your unique value proposition and will explain how you are different than the competition. Your vision will explain your long-term plans for this Coffee Shop concept. Are you planning to start with one branch today and expand to a multi-branch business model? Are you looking to transform your Coffee Shop business into a franchise model?…etc.

Business Model:  This section details your Coffee Shop concept using the business model canvas method. In a visually appealing table, we will detail your Coffee Shop’s key partners, activities, resources, value proposition, customer segments, customer relationship plan, marketing channels, cost structure and revenue streams.

Products & Services:  Next, we will talk in details about your various products and services. We will describe your different menu items including coffee drinks, coffee specialties, pastries, food items…etc. We will also provide information about your pricing by product or line of items.

Market Analysis: This important section describes the various market statistics and consumer trends in the Coffee Shop industry and explains how they support your Coffee Shop concept. The purpose of this section is to show that the market conditions are favorable for launching your new Coffee Shop concept.

Global Market Trends: In this sub-section of the market analysis, we will discuss the latest global market trends in the Coffee Shop industry. We will look at the global industry size, growth rate, growth diving factors and consumer trends.

Local Market Trends: This sub-section explains the local market trends that are relevant to your particular Coffee Shop business.

Target Customers:  In this section, we will describe your various customer profiles by providing information about their demographics, behavior and purchasing habits.

Competitive Analysis: We will analyze key competitors active in your target market and provide insights about their strengths and weaknesses.

Competitive Advantages: After looking at the competitive landscape, we will then show how your Coffee Shop business is differentiating itself from the competition through a number of key advantages.

SWOT Analysis: This section features a 4-quadrant table with explanations about how your Coffee Shop intends to leverage its key strengths, mitigate weaknesses, capture opportunities and thwart any future threats.

Marketing Plan : This chapter provides detailed information about your go-to-market strategy.

Branding & Awareness: We will describe in this sub-section your choice of key marketing channels to build branding and awareness.

Customer Acquisition: We will describe in this sub-section your choice of key marketing channels to acquire customers and increase sales.

Operating Plan: This chapter provides information about your Coffee Shop’s opening hours, internal processes and describes the interactions between various key departments and teams.

Management Team: It is very important to present the key people behind your Coffee Shop project and thus we have dedicated a section for this very purpose. It is also important to talk here about the founder’s vision, his past education and professional experience.

Hiring Plan: No business can succeed without having on board the right team. This section lists all the key positions you plan to hire with information about their salaries and expected start dates.

Key Milestones: To be able to launch and execute your Coffee Shop project, you need to follow a set of actionable tasks with target deadlines. This section serves this purpose.

Financial Plan: Without a robust financial plan, your Coffee Shop business plan would be an incomplete document. This important section provides crucial information about your pro-forma financial projections and shows that you have really done your homework. The data mentioned in this and the following sections will be provided by the Excel financial model accompanying your Coffee Shop business plan.

Projected Revenue: This module shows your Coffee Shop’s revenue projections over the next three years.

Projected Profit and Loss: This module shows your Coffee Shop’s income statement (also called profit and loss statement) over the next three years. Your income statement includes detailed projections about your sales and expenses and shows how your Coffee Shop’s revenue is converted into a net profit.

Projected Cash Flows: This module shows your Coffee Shop’s cash flow projections over the next three years. The first year of operation is even detailed on a monthly basis. Your cash flow statement will detail the various cash inflows your Coffee Shop will generate from its day to day operations and from funding sources, as well as the various cash outflows required to pay for operating expenses and business investments.

Projected Balance Sheet : This module shows your Coffee Shop’s balance sheet projections over the next three years. The balance sheet will provide a summary of your Coffee Shop’s short term and long term assets in addition to your short term and long term liabilities and capital.

Profitability Analysis: In this section, we will provide information about your gross margin, net margin and discuss the profitability of your Coffee Shop business.

Funding Requirement: This module states the amount of funding your need to be able to comfortably launch your Coffee Shop business. It also describes the planned allocation of the funds between opex and capex.

Conclusion : Finally, we will conclude your business plan by recapitulating the key points that make your Coffee Shop project compelling and reiterate the rationale behind your business opportunity.

Why Use our Ready-Made Coffee Shop Business Plan?

  • Speed & Convenience: Once you complete your order, you will receive the coffee shop business plan directly in your mailbox. Since it is already pre-written with fully customizable financials, you will only need to spend a couple of hours to edit it and adapt it to your own coffee shop project.
  • High Quality: Your coffee shop business plan has been written by our professional team of business plan writers and experts from the F&B industry. You will receive a professional coffee shop business plan template ideal for presenting to potential investors or banks.
  • Low-Cost: Our pre-written coffee shop business plan template is the most cost-effective solution in case you need to build a solid and professional coffee shop business plan. We are confident you will save hundreds if not thousands of dollars by ordering our premium business plan compared to hiring a consultant or subscribing to complicated and expensive software.

If you have any question regarding our ready-made coffee shop business plan package, do not hesitate to contact us , we are here to help.

You Might Also Be Interested in

Juice bar business plan template with automatic financials

Juice Bar Business Plan Template

Bakery business plan template with financials

Bakery Business Plan Template

Restaurant business plan template with financials

Restaurant Business Plan Template

Coffee Shop business plan template with automatic financials

BUSINESS STRATEGIES

How to write a coffee shop business plan

  • Nirit Braun
  • Oct 30, 2023
  • 12 min read

How to create a coffee shop business plan

A coffee shop business plan is a detailed and strategic document outlining the essential aspects of starting and operating a coffee-focused business. It encompasses a comprehensive analysis of the business's goals, target audience, competitive landscape, marketing strategies, financial projections, operational procedures and more. This plan acts as a roadmap that guides entrepreneurs through the various stages of establishing and running their coffee shop, providing clear direction and a solid foundation for success.

When starting a business, especially in the competitive and dynamic realm of the coffee industry, creating a comprehensive and clear business plan is of paramount importance.

Ready to get your business brewing? Take Wix’s website builder for a whirl.

Top benefits of creating a coffee shop business plan

A well-crafted business plan helps entrepreneurs articulate their business goals, whether it's about offering unique coffee blends, creating a cozy ambiance or supporting sustainable sourcing practices. At the same time, a business plan requires entrepreneurs to identify and understand their target audience. This insight helps tailor marketing strategies, menu offerings and the overall customer experience to meet the specific preferences and needs of the intended customers.

Here's an overview of some key advantages to creating a coffee shop business plan:

Attracting investors and funding: A well-structured business plan acts as a persuasive tool when seeking investors or raising money for your business . It showcases your thorough understanding of the coffee industry, market trends and your strategies for success. This level of preparedness increases your credibility and instills confidence in potential investors, making them more likely to support your coffee shop venture.

Clear resource requirements: Writing a business plan prompts you to identify the specific resources, supplies and staff necessary to launch and operate your coffee shop. This includes everything from coffee beans and brewing equipment to furniture and interior decor.

Strategic financial planning: A comprehensive business plan outlines your financial projections, startup costs, operating expenses and revenue forecasts. This level of financial planning helps you determine how much funding you need to start a business . It also guides you in setting prices, managing cash flow and assessing profitability.

Market understanding and differentiation: Through market research and analysis, a business plan allows you to understand your target audience's preferences, behaviors and expectations. This knowledge helps you tailor your coffee shop's offerings, ambiance and marketing strategies to effectively attract and retain customers.

Risk mitigation: The process of creating a business plan prompts you to identify potential risks and challenges that your coffee shop might face. By acknowledging and addressing these risks early on, you can develop contingency plans and strategies to mitigate their impact.

Operational efficiency: A business plan outlines the operational processes required to run your coffee shop smoothly. It includes staffing plans, inventory management strategies and quality control measures. By establishing efficient procedures from the outset, you can minimize wastage, optimize resource allocation and ensure consistent customer satisfaction.

Goal setting and tracking: Your business plan serves as a benchmark against which you can measure your coffee shop's performance over time. By setting clear goals and key performance indicators (KPIs), you can track your progress and make necessary adjustments to stay on course toward achieving your objectives.

How to create a coffee shop business plan in 6 steps

Now we’ll walk through the six essential steps for crafting a coffee shop business plan tailored to your company's unique needs.

Executive summary

Business and domain names

Market analysis and research

Operations plan

Marketing and advertising plan

Financial plan

01. Executive summary

Your executive summary is a concise and compelling overview of your coffee shop business plan. It encapsulates the key elements of your plan and provides a snapshot of your business concept, strategies and financial projections. While appearing at the start of the business plan, it's often written last, as it draws from the content of the entire document.

A clear executive summary for a coffee shop business should include:

The essence of your coffee shop: What makes it unique? What kind of experience will customers have when visiting your establishment?

Market potential and your target audience: Explain why your coffee shop is well-positioned to capture this opportunity.

Competitor landscape: Identify what sets your coffee shop apart from the competition. This could be your specialty coffee blends, unique ambiance, sustainable practices or exceptional customer service.

Example executive summary for a coffee shop: "Bean Haven Coffee is a meticulously crafted coffee shop that aims to provide not just beverages, but an immersive coffee experience. We pride ourselves on our curated selection of ethically sourced beans, offering customers the finest hand-crafted brews in a cozy, rustic ambiance. Our competitive edge lies in our commitment to sustainability, from our bean-sourcing practices to our eco-friendly packaging. With a strong emphasis on community engagement and partnerships with local artists, we are set to become a cultural hub that brings people together over a shared love for exceptional coffee. Through strategic marketing campaigns, leveraging social media and collaborating with nearby businesses, we aim to establish Bean Haven Coffee as the go-to destination for coffee enthusiasts and connoisseurs alike. Our projected financials indicate that we will reach profitability within the first 18 months of operation. We seek funding to cover initial startup costs and our business model is designed to achieve sustainable growth and profitability."

02. Company and domain names

Knowing how to name a business is crucial for a coffee shop venture and a key step before you register your business . A strong and memorable name can resonate with customers and differentiate your coffee shop from competitors. Use descriptive words that reflect your coffee shop's essence, whether it's about taste, ambiance or values.

Utilizing a business name generator like the one from Wix can provide inspiration and spark creativity. Play with different combinations of words and ideas until you find a name that feels right. Once you've settled on a name, check its availability for domain registration. A domain name that matches your company name is essential for an effective online presence.

When choosing a domain name consider the following best practices:

Ensure that the domain name reflects your coffee shop's identity and offerings

Choose a name that is easy to spell and remember

Opt for a timeless name that won't become outdated quickly

If possible, include relevant keywords in the domain to improve search engine visibility

Steer clear of names that are easily confused with competitors or other brands

03. Market analysis and research

With more than 38,000 coffee shops in the U.S. alone, there are plenty of competitors to analyze. Including a comprehensive market analysis in your business plan is essential for understanding the competitive landscape and formulating effective strategies. Research your local coffee market, identify existing competitors and analyze their strengths and weaknesses. Determine your target audience's preferences, behaviors and demographics to tailor your offerings and marketing campaigns accordingly.

A well-rounded market analysis can guide your business strategy, helping you position your coffee shop effectively, develop compelling value propositions and devise strategies to capture your desired market share.

04. Operations plan

The operations plan is a crucial section of your coffee shop business plan. It outlines the practical aspects of running your coffee shop. Use it to describe your chosen location and its significance for foot traffic, accessibility and target audience reach.

Then, take the opportunity to detail the interior design, layout and ambiance of your coffee shop to create a welcoming atmosphere. Next be sure to list the equipment needed for brewing, food preparation and service. Ensure it aligns with your menu and production capacity. Finally define the roles and responsibilities of your staff, from baristas to managers, and outline their qualifications and training needs.

05. Marketing and advertising strategies

The marketing and advertising portion of your business plan outlines your strategies for promoting your coffee shop and attracting customers. Depending on your target audience and brand positioning for this type of business , consider a mix of traditional and digital marketing methods. This means using social media platforms like Instagram, Facebook and Twitter to showcase your coffee creations, engage with customers and share your coffee shop's story. Collaborate with influencers, local organizations or other businesses to expand your reach and tap into new customer segments.

Additionally, you can choose to participate in community events, farmers' markets and collaborations with other local businesses to increase your visibility. Also consider implementing loyalty programs that reward repeat customers and incentivize them to visit regularly.

You’ll need to develop a suite of brand assets to use in your marketing as well, starting with a company logo. You can use a free logo maker to get a professional design in minutes.

Learn more: How to make a website

06. Financial plan

The cost to start a coffee shop business can range from $50,000 for a mobile operation to over $400,000 for a brick-and-mortar location with booth seating and a drive-thru. This hefty expense is just another reason why a financial plan is so important.

The financial plan is the backbone of your coffee shop business plan. It outlines your startup costs, operating expenses, revenue projections and funding strategy. Investors and lenders will closely scrutinize this section to assess the viability of your coffee shop venture, so remember to do the following:

Detail the initial investment required for equipment, interior design, licenses and permits

Estimate ongoing costs such as rent, utilities, supplies and salaries

Provide realistic revenue forecasts based on your expected capacity and customer traffic

Specify how you plan to secure funding

Highlight when you anticipate reaching profitability and generating positive cash flow

By meticulously planning your finances, you demonstrate a solid understanding of the financial aspects of your coffee shop business and showcase its potential for success.

steps to developing a business plan

Coffee shop business plan examples

Below we’ve put together business plan templates for two hypothetical coffee shop businesses, including all the sections discussed in our previous how-to steps.

Coffee shop business plan template 1: Coffee Haven Café

Coffee Haven Café is a charming coffee shop dedicated to delivering a premium coffee experience in a cozy and inviting setting. Our unique blends, ethically sourced beans and commitment to sustainability set us apart in a competitive market. By fostering community engagement and partnering with local artists, we aim to become a cultural hub that brings people together over exceptional coffee. Through strategic marketing efforts and a strong online presence, we project profitability within 18 months.

Company and domain name

Company name: Coffee Haven Café

Domain name: www.coffeehavencafe.com

Our marketing analysis revealed a growing demand for specialty coffee in our target location. We've identified key competitors and highlighted their strengths and weaknesses. Our target audience consists of young professionals and students who value quality and ambiance. By understanding these dynamics, we can tailor our offerings and marketing strategies effectively.

Location: Centrally located in a busy commercial area with high foot traffic

Premises: Rustic and inviting interior design that promotes relaxation and conversation

Equipment: High-quality espresso machines, grinders, brewing equipment and display cases for baked goods

Staffing: Experienced baristas, friendly waitstaff and a dedicated manager to oversee operations

Social media: Engage customers through Instagram, Facebook and X with enticing coffee shots and behind-the-scenes content

Local events: Participate in local festivals, art exhibitions and collaborate with nearby businesses for cross-promotions

Content marketing: Regular blog posts on coffee trends, brewing tips and spotlight features on local artists

Loyalty programs: Offer a loyalty card program with rewards for frequent visitors

Partnerships: Collaborate with nearby bookstores for reading sessions and local influencers for social media endorsements

Startup costs: $70,000 for equipment, furnishings, licenses and initial inventory

Operating expenses: Estimated monthly costs of $12,000 covering rent, utilities, supplies and staff salaries

Revenue projections: Projected revenue of $300,000 in the first year, growing to $450,000 in the second year

Funding strategy: Initial funding from personal savings and a small business loan from a local bank

Profitability timeline: Aim to achieve profitability within 18 months of operation

Coffee shop business plan template 2: Brew & Gather Coffee House

Brew & Gather Coffee House is a community-focused coffee shop aiming to create a warm and inclusive space for coffee enthusiasts. Our commitment to locally sourced ingredients and artisanal brewing techniques sets us apart. By fostering partnerships with neighboring businesses and hosting regular events, we aim to become a staple in the neighborhood. Our projected financials indicate profitability within the first two years.

Company name: Brew & Gather Coffee House

Domain name: www.brewandgathercoffee.com

Through extensive market research, we've identified an opportunity to serve a diverse community seeking an authentic and welcoming coffee experience. We've assessed competitors' offerings and identified an untapped niche. Understanding our target audience's preferences and values will guide our menu and marketing strategies.

Location: Situated near a local park, providing an oasis for relaxation and community gatherings

Premises: Modern yet cozy interior design with flexible seating arrangements to accommodate groups and individuals

Equipment: State-of-the-art espresso machines, pour-over stations and an open bakery display

Staffing: A blend of skilled baristas, friendly hosts and a community engagement coordinator

Social media: Utilize Instagram and TikTok to showcase brewing techniques, share customer stories and host virtual coffee-tasting sessions.

Local events: Host open mic nights, book clubs and workshops to engage the community.

Content marketing: Publish a monthly newsletter featuring coffee culture insights, staff spotlights and local partnerships.

Loyalty programs: Introduce a tiered membership program offering exclusive discounts and early access to events.

Partnerships: Collaborate with local farmers, artisans and musicians to create a truly immersive community experience.

Startup costs: $100,000 for leasehold improvements, equipment, permits and initial inventory

Operating expenses: Projected monthly expenses of $15,000, covering rent, utilities, wages and supplies

Revenue projections: Anticipate revenue of $350,000 in the first year, with a 15% increase in the second year

Funding strategy: Initial investment from personal savings and a crowdfunding campaign targeting the local community

Profitability timeline: Aim to reach profitability within the first two years of operation

How profitable is a coffee shop?

The profitability of a coffee shop can vary depending on a number of factors, including location, business model and marketing strategy. However, in general, coffee shops can be quite profitable.

According to a report by IBISWorld, the average profit margin for coffee shops is 8.33%. This means that for every $100 in revenue, coffee shops generate $8.33 in profit.

Some coffee shops are even more profitable. For example, coffee shops located in high-traffic areas, such as airports and office buildings, can generate profit margins of up to 15%. And coffee shops that sell specialty coffee drinks and food items can also generate higher profit margins.

Here are some tips for increasing the profitability of your coffee shop:

Choose a good location. A good location is essential for success. Look for a location that is convenient for potential customers and has high visibility.

Offer a unique selling proposition. What makes your coffee shop different from others? What can you offer that your competitors cannot?

Provide excellent customer service. This is essential for building a loyal customer base. Make sure your staff is friendly and knowledgeable, and that they are always willing to go the extra mile for your customers.

Market your coffee shop effectively. Let potential customers know about your coffee shop and the unique offerings you have. You can do this through online marketing, social media and word-of-mouth.

Control your costs. Coffee shops have high costs, so it's important to control your costs as much as possible. This means negotiating good deals with your suppliers, managing your inventory carefully and keeping your labor costs under control.

Why do coffee shops fail?

There are a number of reasons why coffee shops fail. Some of the most common reasons include:

Poor location: A coffee shop in a bad location won't attract enough customers to be successful. Coffee shops need to be located in areas with high foot traffic, such as near office buildings, universities and parks.

High overhead costs: Coffee shops have high overhead costs, such as rent, utilities and labor. If a coffee shop can't generate enough revenue to cover its overhead costs, it will eventually fail.

Poor management: Poor management can lead to a number of problems, such as low customer satisfaction, high employee turnover and financial difficulties. Coffee shop owners need to have a strong business plan and be able to manage their finances effectively.

Lack of marketing: Coffee shops need to market themselves effectively to attract new customers and keep existing customers coming back. Coffee shop owners need to develop a marketing plan and budget, and they need to track their results to see what is working and what is not.

Competition: The coffee shop industry is very competitive. Coffee shops need to offer something unique to stand out from the competition.

Coffee shop business plan FAQ

How do you start a coffee shop business plan.

To start a coffee shop business plan, you need to consider the following factors:

Location: Choose a location that is convenient for potential customers and has high visibility.

Target market: Identify your target market and tailor your business plan to their needs and preferences.

Menu: Develop a menu that includes a variety of coffee drinks and food items that will appeal to your target market.

Pricing: Set prices that are competitive and generate a sufficient profit margin.

Operating costs: Estimate your operating costs, such as rent, utilities, labor and inventory.

Marketing: Develop a marketing plan to reach your target market and generate awareness of your coffee shop.

How many cups of coffee does a coffee shop sell per day?

Is a small coffee shop profitable, what percentage of coffee shops are successful, want to cook up another business plan.

How to create a bakery business plan

How to create a bar business plan

How to create a virtual assistant business plan

How to create a cleaning business plan

How to create a plumbing business plan

How to create a trucking business plan

How to create a daycare business plan

How to create a food truck business plan

How to create a restaurant business plan

How to create a clothing line business plan

How to create a hair salon business plan

How to create a real estate business plan

How to write a contractor business plan

How to create a vending machine business plan

How to create a party planning business plan

Looking for another business idea?

How to start an online business

How to start a consulting business

How to start a fitness business

How to start a fitness clothing line

How to start a makeup line

How to start a candle business

How to start a clothing business

How to start an online boutique

How to start a T-shirt business

How to start a jewelry business

How to start a subscription box business

How to start a beauty business

How to start a flower business

How to start a car wash business

How to start a food prep business

How to start a DJ business

How to start a pool cleaning business

How to start a baking business

How to start a trucking business

How to start a construction business

How to start a landscaping business

How to start a food business

How to start a vending machine business

How to start a contractor business

How to start a coaching business

Coffee dropshipping

Looking to start a business in a specific state?

How to start a business in Arizona

How to start a business in South Carolina

How to start a business in Virginia

How to start a business in Michigan

How to start a business in California

How to start a business in Florida

How to start a business in Texas

How to start a business in Wisconsin

Related Posts

How to create a website from scratch in 11 steps (for beginners)

How to start a business in 14 steps: a guide for 2024

How to start a coffee shop

Was this article helpful?

Free Business Plan Templates in Excel

By Joe Weller | September 27, 2020

  • Share on Facebook
  • Share on Twitter
  • Share on LinkedIn

Link copied

In this article, we’ve rounded up an extensive list of free business plan templates and samples for organizations of all sizes. You can download all of the plans in Excel. 

Included on this page, you’ll find business plan templates in Excel , business plan checklists in Excel , business plan financial templates in Excel , and more.

Business Plan Templates in Excel

These Excel business plan templates are designed to guide you through each step of a well-rounded strategy that supports your marketing, sales, financial, and operational goals.

Business Plan Template in Excel

Business Plan Template

This Excel business plan template has all the traditional components of a standard business plan, with each section divided into tabs. This template includes space to provide the executive summary, target audience characteristics, product or service offering details, marketing strategies, and more. The plan also offers built-in formulas to complete calculations for sales forecasting, financial statements, and key business ratios.

Download Business Plan Template

Excel | Smartsheet

One-Page Business Plan in Excel

business plan coffee shop excel

To check the feasibility of your business concept, use this single-page business plan template. The template allows you to jot down the core details related to your idea. This template also includes room for you to provide concise information about what you do, how you do it, why you do it, who your idea serves, your competitive advantage, your marketing strategies, and your success factors. At the bottom of this one-page plan, you’ll find a table to conduct a SWOT (strengths, weaknesses, opportunities, and threats) analysis. Find more downloadable single-page plans and examples at “ One-Page Business Plan Templates with a Quick How-To Guide .”

Download One-Page Business Plan

Excel | Word | PDF | Smartsheet

Sample 30-60-90-Day Business Plan for Startup in Excel

Sample 30 60 90 Day Business Plan for Startup Template

This 90-day business plan is designed for startup companies to develop a 90-day action plan. This template gives you room to outline the following: main goals and deliverables for each 30-day increment; key business activities; task ownership; and deadlines. This template also includes a built-in Gantt chart that adjusts as you enter dates. Visit “ 30-60-90-Day Business Plan Templates and Samples ” to download more free plans.

Download 30-60-90-Day Business Plan for Startup

For more free business plans in a wider variety of formats, visit “ Simple Business Plan Templates .”

Business Plan Checklists in Excel

These business plan checklists are useful for freelancers, entrepreneurs, and business owners who want to organize and track the progress of key business activities.

Business Planning Checklist with Timeline in Excel

Business Planning Checklist with Timeline

Use this checklist to keep your business planning efforts on track. This template enables you to add tasks according to each phase of your plan, assign an owner to each task, and enter the respective start and end dates. The checklist also enables you to create and color-code a visual timeline when you highlight the start and end dates for each task.

Download Business Planning Checklist with Timeline Template

Business Plan Checklist with SWOT Analysis in Excel

Business Planning Checklist with SWOT Analysis

Use this business plan checklist to develop and organize your strategic plan. Add the name of the business activity, along with its status, due date, and pertinent notes. This template also includes a separate tab with a SWOT analysis matrix, so you can evaluate and prioritize your company’s strengths, weaknesses, opportunities, and threats.

Download Business Plan Checklist with SWOT Analysis - Excel

Business Startup Checklist in Excel

business plan coffee shop excel

This checklist template is ideal for startup organizations. It allows you to list and categorize key tasks that you need to complete, including items related to research, strategic relationships, finance, development, and more. Check off each task upon completion to ensure you haven’t missed or overlooked any important business activities. Find additional resources by visiting “ Free Startup Plan, Budget & Cost Templates .”

‌Download Business Startup Checklist Template

Business Plan Financial Templates in Excel

Use these customizable templates to develop your organization’s financial plan.

Business Startup Costs Template in Excel

business plan coffee shop excel

Use this template to estimate and track your startup and operational costs. This template gives you room to list line items for both funding and expenses; you can automatically calculate totals using the built-in formulas. To avoid overspending, compare budgeted amounts against actual amounts to determine where you can cut costs or find additional funding.

Download Business Startup Costs Template

Small-Business Budget Template in Excel

business plan coffee shop excel

This simple business budget template is designed with small businesses in mind. The template helps you track the income and expenses that you accrue on a monthly and yearly basis. To log your cash balances and transactions for a given time frame, use the tab for cash flow recording.

Download Small-Business Budget Template - Excel

Startup Financial Statement Projections Template

Startup Financial Projections Template

This financial statement projections template includes a detailed profit and loss statement (or income statement), a balance sheet with business ratios, and a cash flow statement to analyze your company’s current and future financial position. This template also comes with built-in formulas, so you can calculate totals as you enter values and customize your statement to fit the needs of your business.

‌ Download Startup Financial Statement Projections Template

For additional templates to help you produce a sound financial plan, visit “ Free Financial Templates for a Business Plan .”

Business Plan Marketing and Sales Templates in Excel

Use these downloadable templates to support and reinforce the marketing and sales objectives in your business plan.

Sales Forecast Template in Excel

business plan coffee shop excel

This sales forecast template allows you to view the projected sales of your products or services at both individual and combined levels over a 12-month period. You can organize this template by department, product group, customer type, and other helpful categories. The template has built-in formulas to calculate monthly and yearly sales totals. For additional resources to project sales, visit “ Free Sales Forecasting Templates .”

Download Sales Forecast Template

Marketing Budget Plan in Excel

Marketing-Budget-Plan-Template

This marketing budget plan template helps you organize and plan your campaign costs for key marketing activities, such as market research, advertising, content marketing , and public relations. Enter the projected quantity and cost under each campaign category; the built-in formulas enable you to calculate projected subtotals automatically. This template also includes a graph that auto-populates as you enter values, so you can see where your marketing dollars are going.

Download Marketing Budget Plan Template

Other Business Plans in Excel

Use these business plan templates to conduct analyses and develop a plan of action that aligns your strategy with your main business objectives.

Business Action Plan Template in Excel

business plan coffee shop excel

Use this basic action plan template to develop a roadmap for reaching your goals. Add a description of each action item, assign the responsible party, and list the required resources, potential hazards, key dates, and desired outcome. You can use this template to develop an action plan for marketing, sales, program development, and more. 

Download Business Action Plan Template

Business Plan Rubric in Excel

business plan coffee shop excel

Once you complete your business plan, use this rubric template to score each section to ensure you include all the essential information. You can customize this rubric to fit the needs of your organization and provide insight into the areas of your plan where you want to delve more deeply or remove unnecessary details. By following these steps, you can make certain that your final business plan is clear, concise, and thorough.

Download Simple Business Plan Rubric

Competitive Analysis Template in Excel

business plan coffee shop excel

This template enables you to analyze the competitive landscape and industry for your business. By providing details related to your company and competitors, you can assess and compare all key areas, including the target market, marketing strategies, product or service offerings, distribution channels, and more.

Download Competitive Analysis Template

Excel  | Smartsheet

For additional free templates for all aspects of your business, visit “ Free Business Templates for Organizations of All Sizes .”

Turbo-Charge Your Business Plans with Templates from Smartsheet

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

Discover why over 90% of Fortune 100 companies trust Smartsheet to get work done.

SharpSheets

Coffee Shop Business Plan

Business plan template for a coffee shop

$ 100 $ 75

Fully editable 30+ slides Powerpoint presentation business plan template to raise funds from investors or obtain a loan from a bank

  • 30+ slides already completed
  • Updated market research (2023)
  • Suitable for a business loan
  • 75hrs of work put into this document
  • Fully editable
  • Free support
  • Instant download

See an example

Fully editable 30+ slides Powerpoint presentation business plan template to raise funds from investors or obtain a loan from a bank.

  • 75 hrs of work put into this document

Vetted by professionals at leading organizations

business plan coffee shop excel

What's inside

This template is already completed and include everything you need in a business plan:

  • Executive summary
  • Business overview
  • Market research
  • SWOT analysis
  • Competitive landscape
  • Management team
  • Sales & marketing plan

FREE Business Plan_Cryotherapy (4)

The business plan shown here is an example from the Cryotherapy business plan template.

Naturally, the

is customised for your business instead.

FULLY EDITABLE & EASY TO CUSTOMIZE

  • Name of the business
  • Square footage of the facility
  • Services and prices
  • Revenue projections

FREE Business Plan_Cryotherapy (3)

DOWNLOAD THE FINANCIAL MODEL

Add the financial model template to your business plan

  • Excel spreadsheet
  • 5-year financial statements already built
  • 20+ charts & metrics
  • Business valuation
  • Easy to modify

You may also like…

business plan coffee shop excel

Coffee Shop Financial Model

12,000+ downloads since 2020.

Excellent product

FREQUENTLY ASKED QUESTIONS

It is a 30+ slides presentation in Powerpoint format that can be used to raise funds from investors or a bank for your business.

We built this template with everything you need in a business plan so you save time preparing your own.

Download the template and customise it as you please by adding your own business information (name of your business, location, etc.).

The template has 30+ slides that include all you need to raise funds from investors or to obtain a loan from a bank:

  • Market overview
  • Sales & marketing plan
  • Strategy & timeline
  • Financial plan

All our business plan templates can either be used with Powerpoint or Google Slides, Google Slides being a free version of Powerpoint.

It is a one-time fee. By purchasing this template you can download it to your computer and use it for as long as you need to.

Yes you can! It’s actually recommended to customize the template.

We recommend you to change the photos, add your business information to make it truly yours.

Yes it is. All investors and lenders will require a business plan along with a financial plan in Excel format.

This business plan template also include a financial plan yet please note this is an example. To edit the financial plan (for example to customize your revenue projections), purchase the corresponding financial model template available on this same product page.

The short answer is no. Since these templates are digital products, it is impossible for us to retrieve the template once you have downloaded at least once on your computer.

Note that we offer a free business plan example that can be downloaded before purchase. This allows you to have a look at the structure and the level of information we include in all our business plans.

This explains why less than 2% of our customers ever ask us for a refund.

That being said, if you are unhappy with your purchase, we will always do our best to make it work for you, either by: offering another template for free, helping you to use and/or customize your plan so that it works for you. 

If we can’t find an arrangement, we will offer refunds exceptionally when, for example:

  • You have purchased but you have not yet downloaded the document to your computer
  • You have rightfully be misled by an element on our website

Yes we do. Many of our customers even come back to us for help a year post purchase as they update their business plan.

We provide free lifetime email support, period.

Privacy Overview

This business plan is an example in pdf format, therefore it cannot be used as a template nor modified., this free example has limited access and cannot be modified..

  • Get Started

Home >> #realtalk Blog >> Manage a business >> How To Write a Coffe…

How To Write a Coffee Shop Business Plan

By Shannon Mulligan

2 People sitting in coffee shop

Opening a coffee shop is an exciting endeavor. But before you can open your doors and pour that first cup of joe, you need a coffee shop business plan.

But what is a business plan? Why is it important? And do you really need one?

We’re breaking down everything you need to know so you can brew up your own coffee shop business plan with ease.

What is a business plan for a coffee shop?

A coffee shop business plan is a document that covers your business goals and everything you’re going to do to reach them. 

A business plan goes into all the details about your business, from the location of your coffee shop to where you’re going to source your coffee beans. Put simply, it breaks down how your coffee shop is going to be a success.

The importance of a coffee shop business plan

Writing out a coffee shop business plan can feel a bit tedious and unnecessary. And we won’t lie, they do take a bit of time and effort. 

But every business, no matter big or small, should have a business plan in place. A business plan for your coffee shop will help you:

  • Set business goals and keep you on track to reach them. A business plan acts as a roadmap to help your coffee shop business become (and stay) successful.
  • Identify any gaps in your business ahead of time. We’re only human. We all miss things from time to time. A well-written business plan can help you catch any mistakes or potential problems before they cost you.
  • Manage your to-do list before opening your coffee shop. Opening any business is a huge undertaking. A business plan covers all your bases from location to hiring , so you don’t miss anything before opening day rolls around.
  • Secure any financing or loans you might need. Banks or investors often want to see a business plan before they’ll offer you loans or even financial products like a business credit card.

Things to consider before you start writing a business plan for your coffee shop

Now that you know that you need a business plan, it’s time to grab your favorite cup of coffee and start thinking about the important stuff.

To help, here are some things to consider before you start writing your business plan.

  • What will make your coffee shop business successful? Will you offer a unique specialty coffee selection? Are you going to open in a location with a high demand for coffee?
  • Who is the target audience for your business plan? Different stakeholders will likely have different goals when reading your business plan. Banks and investors might be more interested in your financial forecasts. Meanwhile, potential suppliers might care more about your product offering to make sure that your coffee shop is a good fit for their products 
  • What information or research will you need to create an informed business plan? A coffee shop business plan will look different than that of a salon or even a bakery. Take some time to think about what information you’ll need to research. For example, before you can write your business plan, you’ll likely need to know the cost of a coffee maker or the average hourly wage of a barista .

How to write a coffee shop business plan in 7 steps

If you’ve never written a business plan before, it can feel more complicated than a grande mocha frappucino with extra whip, hold the syrup. But don’t worry, we’re breaking down the key sections of a coffee shop business plan so you know exactly how to get started.

Here are the 7 steps and sections you’ll need to write your coffee shop business plan.

1. Executive summary

This is a high-level overview of your coffee shop business plan—the TL;DR of the business plan if you will.  Here, you’ll want to outline the important details in your business plan, but also tell an engaging story that makes the reader want to dive into the rest of your business plan.

Tip: This is the first section someone will read—but you don’t have to write it first. It can be helpful to come back to this section once you’ve finished the rest of your business plan.

2. Company overview and description

This next section in your coffee shop business plan is an overview of your business and your goals. 

In this section, you should answer questions like:

  • Who’s the founder or business owner? (AKA who are you and what is your background?) 
  • Why did you decide to start a coffee shop?
  • What’s your vision for your coffee shop?

3. Market analysis

A market analysis in a business plan helps position your coffee shop against other coffee shops, You want to show how you measure up to competitors or similar businesses. 

For example, as a coffee shop owner you might identify competing coffee shops in the area, or even other competitors like fast-food chains. In your market analysis, you might even look at other successful similar businesses that you can use to show why your coffee shop will be a success. For example, let’s say you’re opening a coffee shop that’s open 24 hours. You can use examples of other 24-hour coffee shops in other areas that you can model your business after.

4. Business offerings

This is where things start to get exciting—you finally get to talk about coffee! 

The business offerings section of your business plan should include everything that you’ll offer to potential customers. For a coffee shop, this will likely include your potential coffee menu.  But if you have other products or services—like selling coffee beans or offering coffee machine repairs—you’ll want to include those here too.

5. Management and operations

Here’s where you’ll cover the day-to-day management and operation of your coffee shop. For example, you’ll want to outline details like: 

  • The expected costs of operating your business 
  • How many employees you’ll hire
  • Your point of sale (POS) system
  • How you’ll manage inventory

6. Marketing and public relations strategies

In this section, you should explain how you plan to spread the word. 

Will you hire a marketing agency ? Will you mail out flyers? Do you have any media connections that will help you earn PR?

Basically, you need to show that you have a plan for promoting your business.

7. Financial projections

Last but not least, it’s time to talk money. 

Financial projections provide insight into your revenue and expenses over the short and long term. They aren’t an exact science, but you’ll want to provide an educated estimate. Your financial projections should typically include:

  • Your start-up costs: This includes any one-time costs that you’ll incur to open your doors. For example, renovating the interior of your coffee shop.
  • Operating costs: This includes expenses like rent, marketing, and utilities. You’ll also need to consider materials and supplies, such as coffee and cups.
  • Labor costs: This is the cost of employing any baristas, hosts, or cashiers. For example, wages, cost of employee benefits , and hiring costs.
  • Forecasted revenue: This includes any money you’ll earn from coffee sales or any other products and services you might offer.

The goal is to show that your coffee shop business will be profitable.

The top tool to get your coffee shop running smoothly

Business plan written and ready to go? It’s time to start growing your coffee shop. From hiring your first employee to opening your second coffee outpost, Homebase is here to help.

Homebase is an all-in-one employee management app that helps small business owners manage hourly employees better and smarter. 

With Homebase, you can:

  • Create employee schedules in minutes
  • Track employee time and run payroll right from your phone
  • Hire and onboard employees for your coffee shop

Coffee shop business plan FAQs

Do you need to create a business plan for a coffee shop.

Yes. Every business, including a coffee shop, should have a business plan. Your business plan should include an overview of your business, what products and services you’ll offer, how you’ll manage and market your business, and financial projections.

How profitable is opening a coffee shop?

How profitable opening a coffee shop will be can depend on several factors. But generally, coffee shops can be a pretty profitable business. A business plan can help you project your revenue, costs, and profit—so you can feel confident growing your coffee shop.

How do you start a business proposal for a coffee shop?

Here are a few steps for how to start writing an effective business proposal for a coffee shop:

  • Start with an executive summary.
  • Create your coffee shop company overview and description.
  • Do a market analysis of competitors and similar businesses.
  • Decide on your business offerings.
  • Put a plan in place for managing and operating your business.
  • Create a marketing and PR plan.
  • Forecast your sales and business costs.

Remember:  This is not legal advice. If you have questions about your particular situation, please consult a lawyer, CPA, or other appropriate professional advisor or agency.

Related posts

January 19, 2024

How To Write A Bakery Business Plan

Looking to open up your very own bakery? It’s probably safe to say that you’d rather spend your days perfecting…

January 12, 2024

How to Start a Bakery Business in 10 Steps

There are few things in this life as incredible and instantly transformative than a fresh pastry. Warm, gooey, delectable. If you’re…

December 7, 2023

How To Write a Salon Business Plan

So you’re thinking of opening a salon business—congrats! Gearing up to owning your own business is a huge step. But…

How to Start a Cleaning Business in 6 Steps

So you want to start a cleaning business. You want to work for yourself, you love a good Mr. Clean…

How to Start a Construction Business in 8 Easy Steps

Being able to build something from the ground up is an incredible skill: a skill you can monetize into your…

December 5, 2023

How to Start a Catering Business in 10 Steps

There are a lot of reasons to take a love of cooking down the path of entrepreneurship with a catering…

Subscribe to our newsletter

Looking for ways to stay up to date on employment laws and small business news?

Homebase makes managing hourly work easier for over 100,000 local businesses. With free employee scheduling , time tracking , and team communication , managers and employees can spend less time on paperwork and more time on growing their business.

  • Hiring & onboarding
  • Team communication
  • Employee happiness
  • HR & compliance
  • Integrations
  • Food & beverage
  • Beauty & wellness
  • Medical & veterinary
  • Home & repair
  • Hospitality & leisure
  • Education & caregiving
  • Contact sales
  • Become a Partner
  • Careers – We’re hiring!
  • #realtalk Blog

Don't bother with copy and paste.

Get this complete sample business plan as a free text document.

Coffee Shop Business Plan

Start your own coffee shop business plan

Java Culture

Executive summary executive summary is a brief introduction to your business plan. it describes your business, the problem that it solves, your target market, and financial highlights.">, opportunity.

People near the University of Oregon need not just coffee and tea, or pastries and snacks, but also a place to meet comfortably, have a group discussion, or just sit quietly, work, and read. That is available now near the University of Oregon campus, but too crowded too often, and not the right combination of factors for everybody.

Java Culture coffee bar is determined to become a daily necessity for local coffee addicts, a place to dream of as you try to escape the daily stresses of life and just a comfortable place to meet your friends or to read a book, all in one.

Java Culture will focus its marketing activities on reaching the University students and faculty, people working in offices located close to the coffee bar and on sophisticated teenagers. Our market research shows that these are the customer groups that are most likely to buy gourmet coffee products. Since gourmet coffee consumption is universal across different income categories and mostly depends on the level of higher education, proximity to the University of Oregon campus will provide access to the targeted customer audience.

Competition

Java Culture’s direct competitors will be other coffee bars located near the University of Oregon campus. These include Starbucks, Cafe Roma, The UO Bookstore, and other Food service establishments that offer coffee.

Great coffee, pastries, additional options for tea etc, very welcoming atmosphere, good wireless, desk space, comfortable chairs and tables, good pastries, a location close to the university campus.

Expectations

We plan to grow as shown in the chart below, taken from our sales forecast. We aim to maintain an industry-standard 60% gross profit margin and reasonable operating expenses, and to produce reasonable profits in the second and third year.

Financial Highlights by Year

Financing needed.

The owners will invest $140,000 and take out a bank loan for $30,000  to cover the start-up expenses and assets needed plus deficient spending in the early months.

The start-up expenses of $27,000 include:

  • Legal expenses for obtaining licenses and permits as well as the accounting services totaling $1,300.
  • Marketing promotion expenses for the grand opening of Java Culture in the amount of $3,500 and as well as flyer printing (2,000 flyers at $0.04 per copy) for the total amount of $3,580.
  • Consultants fees of $3,000 paid to ABC Espresso Services <name changed> for the help with setting up the coffee bar.
  • Insurance (general liability, workers’ compensation and property casualty) coverage at a total premium of $2,400.
  • Pre-paid rent expenses for one month at $1.76 per square feet in the total amount of $4,400.
  • Premises remodeling in the amount of $10,000.
  • Other start-up expenses including stationery ($500) and phone and utility deposits ($2,500).

These expenses will be incurred before launch, so they take their place in our financial projections as negative retained earnings of $27,680 at the end of the month before we begin. That number shows up in the balance sheet.

The required start-up assets of $143,000 include:

  • Cash in the bank in the total amount of $67,000, which includes enough to cover employees and owner’s salaries of $23,900 for the first two months and cash reserves for the first three months of operation (approximately $14,400 per month).
  • Coffee beans (12 regular brands and five decaffeinated brands) – $6,000
  • Coffee filters, baked goods, salads, sandwiches, tea, beverages, etc. – $7,900
  • Retail supplies (napkins, coffee bags, cleaning, etc.) – $1,840
  • Office supplies – $287
  • Espresso machine – $6,000
  • Coffee maker – $900
  • Coffee grinder – $200
  • Food service equipment (microwave, toasters, dishwasher, refrigerator, blender, etc.) – $18,000
  • Storage hardware (bins, utensil rack, shelves, food case) – $3,720
  • Counter area equipment (counter top, sink, ice machine, etc.) – $9,500
  • Serving area equipment (plates, glasses, flatware) – $3,000
  • Store equipment (cash register, security, ventilation, signage) – $13,750
  • Office equipment (PC, fax/printer, phone, furniture, file cabinets) – $3,600
  • Other miscellaneous expenses – $500

Funding for the company comes from two major sources–owners’ investments and bank loans. Two major owners, Arthur Garfield and James Polk, have contributed $70,000 and $30,00 respectively. All other investors have contributed $40,000, which brings the total investments to $140,000. The remaining $30,000 needed to cover the start-up expenses and assets came from the two bank loans–a one-year loan in the amount of $10,000 and a long-term (five years) loan of $20,000. Both loans were secured through the Bank of America. Thus, total start-up loss is assumed in the amount of $27,000.

The amounts show up in the balance sheet in the month prior to opening. The $140,000 investment shows up as Paid-in Capital. The $27,000 expenses show up as negative retained earnings. Assets and liabilities are there. This is all according to financial standards.

LivePlan Logo

See why 1.2 million entrepreneurs have written their business plans with LivePlan

Problem & solution, problem worth solving.

People near the University of Oregon need not just coffee and tea, or pastries and snacks, but also a place to meet comfortably, have a group discussion, or just sit quietly, work, and read. That is available now near the University of Oregon campus, but too crowded too often, and not the right combination of factors for everybody. 

Our Solution

Java Culture will make its best effort to create a unique place where customers can socialize with each other in a comfortable and relaxing environment while enjoying the best brewed coffee or espresso and pastries in town. We will be in the business of helping our customers to relieve their daily stresses by providing piece of mind through great ambience, convenient location, friendly customer service, and products of consistently high quality. Java Culture will invest its profits to increase the employee satisfaction while providing stable return to its shareholders.

Target Market

Market size & segments.

Coffee consumption has shown a steady 2.5% growth rate in the United States over the last decade. The retail coffee industry is flourishing in the U.S. Pacific Northwest. The local climate, with a long rainy season, is very conducive for the consumption of hot non-alcoholic beverages. At the same time, hot dry summers drive people into cafes to order iced drinks. Furthermore, coffee has really become a part of the lifestyle in the Pacific Northwest. Its discerning coffee drinkers are in favor of well-prepared, strong coffee-based beverages, which they can consume in a relaxing environment.

More specifically, the University of Oregon as close to 25K students and another 5-10K faculty and staff. And it is embedded in the Eugene, OR community of 200K people. Our main market will be students, faculty, staff, and nearby residents. But the campus area is a hub for the community and will attract other customers. 

Current Alternatives

 Java Culture’s direct competitors will be other coffee bars located near the University of Oregon campus. These include Starbucks, Cafe Roma, The UO Bookstore, and other Food service establishments that offer coffee. Starbucks will definitely be one of the major competitors because of its strong financial position and established marketing and operational practices. However, despite of Starbuck’s entrenched market position, many customers favor smaller, independent establishments that offer cozy atmosphere and good coffee at affordable prices. Cafe Roma is a good example of such competition. We estimate that Starbucks holds approximately 35% market share in that neighborhood, Cafe Roma appeals to 25% of customers, The UO Bookstore caters to another 10%, with the remaining market share split among other establishments. Java Culture will position itself as a unique coffee bar that not only offers the best tasting coffee and pastries but also provides home-like, cozy and comfortable environment, which established corporate establishments lack. We will cater to customers’ bodies and minds, which will help us grow our market share in this competitive market.

Our Advantages

Java Culture will cater to people who want to get their daily cup of great-tasting coffee in a relaxing atmosphere. Such customers vary in age, although our location close to the University campus means that most of our clientele will be college students and faculty. Our market research shows that these are discerning customers that gravitate towards better tasting coffee. Furthermore, a lot of college students consider coffee bars to be a convenient studying or meeting location, where they can read or meet with peers without the necessity to pay cover charges. For us, this will provide a unique possibility for building a loyal client base.

Keys To Success

The keys to success will be:

  • Store design that will be both visually attractive to customers, and designed for fast and efficient operations.
  • Employee training to insure the best coffee preparation techniques.
  • Marketing strategies aimed to build a solid base of loyal customers, as well as maximizing the sales of high margin products, such as espresso drinks.

Marketing & Sales

Marketing plan.

Java Culture will position itself as unique coffee bar where its patrons can not only enjoy a cup of perfectly brewed coffee but also spend their time in an ambient environment. Comfortable sofas and chairs, dimmed light and quiet relaxing music will help the customers to relax from the daily stresses and will differentiate Java Culture from incumbent competitors.

In order to build up its client base, Java Culture will use some strategic banners and fliers during the launch period, utilize customer referrals and cross-promotions with other businesses in the community from time to time, and loyalty programs that work with android and IOS and other mobile phones, which is the preference of our market.

Our main thrust will be getting people to know, like, and trust us with content and engagement in Facebook, Instagram, Snapchat, and Twitter.  We intend to maintain social media presences that are light on self-serving promotional quasi-advertising content, heavy on community participation, content, and engagement. 

Java Culture baristas will handle the sales transactions. To speed up the customer service, at least two employees will be servicing clients–while one employee will be preparing the customer’s order, the other one will be taking care of the sales transaction. All sales data logged on the computerized point-of-sale terminal will be later analyzed for marketing purposes.

Locations & Facilities

Java Culture coffee bar will be located on the ground floor of the commercial building at the corner of West 13th Avenue and Patterson Street in Eugene, OR. The company has secured a one-year lease of the vacant 2,500 square feet premises previously occupied by a hair salon. The lease contract has an option of renewal for three years at a fixed rate that Java Culture will execute depending on the financial strength of its business.

The floor plan will include a 200 square feet back office and a 2,300 square feet coffee bar, which will include a seating area with 15 tables, a kitchen, storage area and two bathrooms. The space in the coffee bar will be approximately distributed the following way–1,260 square feet (i.e., 55% of the total) for the seating area, 600 square feet (26%) for the production area, and the remaining 440 square feet (19%) for the customer service area.

This property is located in a commercial area within a walking distance from the University of Oregon campus on the corner of a major thoroughfare connecting affluent South Eugene neighborhood with the busy downtown commercial area. The commercially zoned premises have the necessary water and electricity hookups and will require only minor remodeling to accommodate the espresso bar, kitchen and storage area. The coffee bar’s open and clean interior design with modern wooden decor will convey the quality of the served beverages and snacks, and will be in-line with the establishment’s positioning as an eclectic place where people can relax and enjoy their cup of coffee. The clear window displays, through which passerby will be able to see customers enjoying their beverages, and outside electric signs will be aimed to grab the attention of the customer traffic.

Milestones & Metrics

Milestones table, key metrics.

We have our forecasts for sales, direct costs, and operating expenses. As we get into the business we’ll develop standards based on experience for Facebook likes, Twitter follows, and other social media engagement. We expect to watch these very carefully. 

Ownership & Structure

Java Culture is majority-owned by Arthur Garfield and James Polk. Mr. Garfield holds a Bachelor’s Degree in Business Administration from the University of ZYX. He’s worked for several years as an independent business consultant. Previously, he owned the ABC Travel Agency, which he profitably sold four years ago. Mr. Garfield has extensive business contacts in Oregon that he will leverage to help his new venture succeed. Mr. Polk has a Bachelor’s Degree in Psychology from the XYZ State University. For the last five years he has worked as a manager of DEF Ristorante, a successful Italian restaurant in Portland, OR. Under Mr. Polk’s management, the restaurant has consistently increased sales while maintaining a lower than average level of operating expenses.

Investors will not be involved into the daily management decisions at Java Culture. They will hire a professional manager who will oversee all the coffee bar operations. Three full-time baristas will be in charge of coffee preparation. They will hire two more part-time employees to fulfill the staffing needs. In the second and third year of operation will add additional employees if and when needed. 

Management Team

A full-time manager will be hired to oversee the daily operations at Java Culture. The candidate (who’s name is withheld due to his current employment commitment) has had three years of managerial experience in the definitely industry in Oregon. This person’s responsibilities will include managing the staff, ordering inventory, dealing with suppliers, developing a marketing strategy and perform other daily managerial duties. We believe that our candidate has the right experience for this role. A profit-sharing arrangement for the manager may be considered based on the first year operational results.

Personnel Table

Financial plan investor-ready personnel plan .">, key assumptions.

  • We assume a steadily growing potential market in line with growth at the university, trends. 
  • We assume industry standard gross margins
  • We assume relative status quo regarding technology and trends in the coffee industry

Revenue by Month

Expenses by month, net profit (or loss) by year, use of funds.

The start-up expenses include an estimated $17,000 consisting of several items:

  • Legal expenses for obtaining licenses and permits as well as the accounting services totaling $1,500.
  • Insurance (general liability, workers’ compensation and property casualty) coverage at a total premium of $1,500.
  • Other start-up expenses including website ($4,000) and phone and utility deposits ($2,500).

The required start-up assets of $71,000 include:

  • Plates, glasses, etc. worth approximately $2,000
  • Espresso machine
  • Coffee maker
  • Coffee grinder 
  • Food service equipment (microwave, toasters, dishwasher, refrigerator, blender, etc.)
  • Storage hardware (bins, utensil rack, shelves, food case) 
  • Counter area equipment (counter top, sink, ice machine, etc.)
  • Serving area equipment (plates, glasses, flatware)
  • Store equipment (cash register, security, ventilation, signage) 
  • Office equipment (PC, fax/printer, phone, furniture, file cabinets) 
  • Other miscellaneous expenses

Sources of Funds

Funding for the company comes from two major sources–owners’ investments and bank loans. Two major owners, Arthur Garfield and James Polk, have contributed $70,000 and $30,00 respectively. All other investors have contributed $40,000, which brings the total investments to $140,000. The remaining $30,000 needed to cover the start-up expenses and assets came from the two bank loans–a one-year loan in the amount of $10,000 and a long-term (five years) loan of $20,000. Both loans were secured through the Bank of America. Thus, total start-up loss is assumed in the amount of $27,680.

Projected Profit & Loss

Projected balance sheet, projected cash flow statement.

Start your own business plan

Your business plan can look as polished and professional as this sample plan. It's fast and easy, with LivePlan.

Garrett's Bike Shop

The quickest way to turn a business idea into a business plan

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

No thanks, I prefer writing 40-page documents.

LivePlan pitch example

Discover the world’s #1 plan building software

business plan coffee shop excel

Financial Model Excel

Coffee Shop Business Plan | Coffee Shop Business Plan Template | Successful Coffee Shop Business Plan | Coffee Shop Financial Plan

MAC & PC Compatible, Unlocked, NO VBA Macro

All In One - Pitch Deck, Dashboard and Guide

Immediate download after the payment

Description

DOWNLOAD A FREE DEMO

ALL IN ONE MEGA PACK INCLUDES:

Coffee Shop Financial Model/Business Plan Excel Template

Pitch Deck Template For PowerPoint, Keynote & Google Slides

Business Plan Guide and Business Plan Template in MS Word Format

Financial Dashboard in Excel To Track Your Business Performance

Starting A Coffee Shop Business Plan Info

Maximize the potential of your coffee shop with our highly versatile and user-friendly financial forecast template. This tool allows you to easily prepare a P&L statement, cash flow statement, and balance sheet with monthly and annual timelines, perfect for both startup and existing coffee shops. Not only is it great for assessing your business's profitability and cash flow, but it can also be used to evaluate your coffee shop before selling it. The best part? It's fully unlocked, allowing you to edit all details to match your specific needs.

When creating the financial forecast template, we take into consideration essential aspects of running a successful coffee shop, such as the coffee shop business plan, revenue model, startup costs, expenses, profit margin, break-even analysis, sales forecast, cash flow projections, ROI, investment, pricing strategy, marketing plan, SWOT analysis, market research, and competitive analysis. This ensures that your coffee shop is provided with an extensive financial plan that covers all bases and maximizes your earnings.

This comprehensive coffee shop business plan excel tool is the perfect solution for entrepreneurs seeking to create a profitable and sustainable coffee shop revenue model. With detailed startup cost, expense, and sales forecast spreadsheets, users can easily conduct a coffee shop break even analysis, evaluate profit margins, cash flow projections, and return on investment. Our pricing strategy and marketing plan templates, along with SWOT and competitive analysis tools, provide valuable insights for conducting comprehensive market research. This well-tested, robust, and powerful financial projection excel is your solid foundation for creating a successful coffee shop business plan.

Coffee Shop Business Plan Financials Reports

All in One Place

Coffee Shop Financial Model Excel Template All In One

Company Financial Report

Coffee Shop Financial Projection Excel Template Summary Financial Statements

Sources And Uses

Coffee Shop Cash Flow Projection Excel Template Sources and Uses Breakdown Report

Break Even In Unit Sales

Coffee Shop Budget Excel Template Break Even Chart

Top Revenue

Coffee Shop Budget Excel Template Top Revenue

Business Top Expenses Spreadsheet

Coffee Shop Business Plan Excel Template Top Expenses

Small Coffee Shop Business Plan Expenses

Coffee Shop Financial Projection Excel Template Cost Inputs

Capital Expenditure Plan

Coffee Shop Cash Flow Forecast Excel Template Capital Expenditure Inputs

Debt Repayment Plan

Coffee Shop Cash Flow Forecast Excel Template Debts Inputs

Business Plan Of Coffee Shop Metrics

Financial KPIs

Coffee Shop Financial Projection Excel Template EBIT EBITDA

Cash Flow Forecast Spreadsheet

Coffee Shop Financial Projection Excel Template Cash Flow Metrics

Business Benchmarks

Coffee Shop Financial Plan Excel Template Industry KPI Benchmark Report

Pro Forma Income Statement

Coffee Shop Financial Projection Excel Template Summary Profit and Loss Statement

Balance Sheet Forecast

Coffee Shop Business Plan Excel Template Summary Balance Sheet

Business Plan Of Coffee Shop Valuation

Startup Valuation Multiples

Coffee Shop Cash Flow Projection Excel Template DCF Valuation

Coffee Shop Business Plan Excel Financial Template Key Features

Track your spending and staying within budget

A comprehensive coffee shop business plan includes a cash flow projection to plan future cash inflows and outflows.

Simple and Incredibly Practical

Maximize your coffee shop's potential with our user-friendly financial tool and exceptional customer support.

Works for startups

Use the Business Plan Financial Projections Template to create a concise and impressive financial summary for your coffee shop pitch deck.

Gaining trust from stakeholders

Monthly cash flow excel builds investor confidence and trust in the coffee shop business plan.

Convenient All-In-One Dashboard

Our comprehensive coffee shop business plan includes detailed forecasting reports, performance reviews, and SWOT analysis with engaging and professional tone.

Coffee Shop Bottom Up Financial Model Advantages

Discover strengths and weaknesses with a comprehensive financial model for your coffee shop business plan.

Make informed decisions about assets with a professional and engaging coffee shop financial model template in Excel.

Using a comprehensive financial model for a coffee shop startup can prevent financial misunderstandings.

Impress investors with a comprehensive coffee shop business plan using a three statement model template.

Use financial modeling for your coffee shop business plan to impress professionals such as attorneys and consultants.

Customer Reviews

business plan coffee shop excel

business plan coffee shop excel

Coffee Shop Business Plan

So, you finally want to open up your own coffee shop? Well now is the time to be opening such an operation.

The economy is slowly on the upswing, and the price of real estate is still low. One of the things that a person opening a coffee shop needs to do is plan. Planning this business out takes some precision.

Buy the Coffee Shop Business Plan Now!

That is why a person opening a coffee shop should use a free coffee shop business plan Excel template. This template is designed specifically help the future coffee shop owner with the planning. Planning is a critical stage in starting a business.

Download: Coffee Shop Business Plan – Less than $15!

Related Templates:

  • Bar Business Plan
  • Food Truck Business Plan
  • Market Research Plan
  • Opening Day Balance Sheet
  • Finance Calculator

Leave a Reply

Your email address will not be published. Required fields are marked *

Wichita Eagle

He's started planning his dream coffee shop 9 years ago. Now, it's about to open downtown.

F eb. 14—When Byron McSwain was pursuing his business management degree at Friends University in the mid 2010s, he wrote a business plan for a hypothetical coffee shop.

As it turns out, it was a pretty prophetic class assignment.

McSwain, who now has a full-time job as an account manager at Cargill, is about to open a coffee shop — and it will be in downtown Wichita, right across the street from his current employer.

He's taken over the former Mud Haus concrete showroom space at 922 E. Douglas and plans to open Greater Grounds Coffee & Co. there this spring. McSwain estimates he'll have the business open by mid- to late April, though opening day could slide into May.

McSwain said he plans to create a "destination coffee shop" that will be a bit different from its competitors. Greater Grounds will serve a full menu of coffee and espresso drinks plus tea and smoothies. It'll also offer food — breakfast and pastry items in the morning, sandwiches and panini over the lunch hour, and charcuterie in the evenings. He'll also serve coffee cocktails.

He's purchased a coffee roaster and plans to roast beans in the shop, not only for his own use but also to sell by the bag to his customers. McSwain also says he'll put on coffee education classes and offer "cuppings" and tastings, where customers can try coffees produced in various regions and learn what makes them different.

He's already purchased a grand piano, which sits in the back of the shop waiting to be played by acoustic acts once the shop opens. A music lover, McSwain said he hopes to give local high school and college musicians a place where they can showcase their music.

The 2,500 square-foot space, which is several doors down from Larkspur Bistro and right across the street from Ribbit Computers, has finished concrete floors, exposed brick walls, raised platforms in the front windows and a large, modern fireplace in the back.

McSwain plans to fill it with a coffee bar featuring floor-to-ceiling cabinetry, pastry display cabinets, a coffee bar and lots of seating. He's hired a designer to create a dramatic look, which combines modern touches with an antique feel.

Alex Ibarra of Weigand Commercial Real Estate handled the deal for McSwain.

A native of Baton Rouge, Louisiana, McSwain said he's always loved coffee, and the dream of opening a coffee shop has always been brewing in him.

"My mom, my family, they were big coffee drinkers," he said. "To me, it's been a connection with the smell of coffee, the taste of coffee. My wife loves coffee, and I love everything about it."

His business plan has changed significantly since the one he authored in college, McSwain said, but he's been seriously working on it since before the COVID-19 pandemic. He worked with the Kansas Small Business Development Center at Wichita State University and with the SCORE program, where he secured a business mentor.

"The concept that I was going with changed, so I I had to dial in and do some good market research, see what my fellow coffee shops were doing," McSwain said. "And that kind of stuff sparked a dream, and I kept adding. And I said, 'Okay: Music. Coffee Cocktails. What's different? What are other people doing and not doing?'"

McSwain said he also wants Greater Grounds to be active in the community. He's passionate about the topic of mental health and wants his business to actively address that issue.

"I want to be a safe place for people to come, and if they want to talk mental health, we can connect them with groups and people and resources that are available," he said.

Greater Grounds will be open a bit later than some local shops, McSwain said. He's planning to be open from 6:30 a.m. to 8:30 p.m. Mondays through Saturdays. He'll have two parking spots in the back of the shop designated for mobile order pickups, and he'll also be able to use the "front porch" installed in front of neighboring business Standard Issue as part of last year's Front Porch Project for outdoor seating on Douglas.

I'll keep you posted as McSwain gets closer to opening day.

This story was originally published February 14, 2024, 11:37 AM.

(c)2024 The Wichita Eagle (Wichita, Kan.) Distributed by Tribune Content Agency, LLC.

Backfill Image

  • / BUSINESS DIRECTORY
  • / WHOLESALE TRADE
  • / MERCHANT WHOLESALERS, NONDURABLE GOODS
  • / MISCELLANEOUS NONDURABLE GOODS MERCHANT WHOLESALERS
  • / RUSSIAN FEDERATION
  • / MOSCOW REGION
  • / ELEKTROSTAL
  • / STELS, OOO
  • Aleksei Dmitrievich Latynin Director

Dynamic search and list-building capabilities

Real-time trigger alerts

Comprehensive company profiles

Valuable research and technology reports

  • Holiday Rentals
  • Restaurants
  • Things to do
  • Elektrostal Tourism
  • Elektrostal Hotels
  • Elektrostal Bed and Breakfast
  • Elektrostal Holiday Rentals
  • Flights to Elektrostal
  • Elektrostal Restaurants
  • Elektrostal Attractions
  • Elektrostal Travel Forum
  • Elektrostal Photo
  • Elektrostal Map
  • All Elektrostal Hotels
  • Elektrostal Hotel Deals
  • Elektrostal Hostels
  • Business Hotels Elektrostal
  • Family Hotels in Elektrostal
  • Spa Resorts in Elektrostal
  • 3-stars Hotels in Elektrostal
  • Elektrostal Hotels with Banquet Hall
  • Elektrostal Hotels with Game Room
  • Hotels near Electrostal History and Art Museum
  • Hotels near Park of Culture and Leisure
  • Hotels near Statue of Lenin
  • Hotels near Museum and Exhibition Center
  • Hotels near Museum of Labor Glory
  • Hotels near (ZIA) Zhukovsky International Airport
  • Hotels near (VKO) Vnukovo Airport
  • Hotels near (DME) Domodedovo Airport
  • Genting SkyWorlds Hotel
  • Air Papan Beach Resort
  • M Resort & Hotel
  • Semenyih Eco Venture Resort & Recreation
  • PARKROYAL COLLECTION Kuala Lumpur
  • PARKROYAL Penang Resort
  • Coral Redang Island Resort
  • The Everly Putrajaya
  • Swiss-Belhotel Kuantan
  • Resorts World Kijal
  • Grand Lexis Port Dickson
  • Tanjong Piai Resort
  • Traders Hotel, Kuala Lumpur
  • The Regency Jerai Hill Resort
  • Mabul Water Bungalows
  • Popular All-Inclusive Resorts
  • Popular Beach Resorts
  • Popular Family Resorts
  • Popular All-Inclusive Hotels
  • Popular Hotels With Waterparks
  • Popular Honeymoon Resorts
  • Popular Luxury Resorts
  • Popular All-Inclusive Family Resorts
  • Popular Golf Resorts
  • Popular Spa Resorts
  • Popular Cheap Resorts
  • All Elektrostal Restaurants
  • Cafés in Elektrostal
  • Chinese Restaurants in Elektrostal
  • European Restaurants for Families in Elektrostal
  • European Restaurants for Large Groups in Elektrostal
  • European Restaurants for Lunch in Elektrostal
  • Fast Food Restaurants in Elektrostal
  • French Restaurants in Elektrostal
  • Italian Restaurants in Elektrostal
  • Japanese Restaurants in Elektrostal
  • Pizza in Elektrostal
  • Russian Restaurants in Elektrostal
  • Seafood Restaurants in Elektrostal
  • Vegetarian Restaurants in Elektrostal
  • GreenLeaders
  • Elektrostal
  • Things to Do
  • Travel Stories
  • Add a Place
  • Travel Forum
  • Travellers' Choice
  • Help Centre
  • Europe    
  • Russia    
  • Central Russia    
  • Moscow Oblast    
  • Elektrostal    
  • Elektrostal Restaurants    

Coffee Shop Usy Teodora Glagoleva

Ratings and reviews, location and contact.

business plan coffee shop excel

Coffee Shop Usy Teodora Glagoleva, Elektrostal - Restaurant Reviews, Phone Number & Photos - Tripadvisor

IMAGES

  1. Coffee Shop Business Plan Sample Pages

    business plan coffee shop excel

  2. Coffee Shop Business Plan Template

    business plan coffee shop excel

  3. Coffee Shop Business Plan Sample Pages

    business plan coffee shop excel

  4. Coffee Shop Business Plan Sample Pages

    business plan coffee shop excel

  5. Coffee Shop Business Plan Financial Model

    business plan coffee shop excel

  6. Coffee Shop Business Plan Sample Pages

    business plan coffee shop excel

VIDEO

  1. Video presentasi business plan “coffee shop lotus” kelompok 12

  2. ¡CREO LA MEJOR CAFETERÍA DE ESPAÑAAAAAAA!

  3. E-commerce Financials Analytics Excel Tool

  4. DAILY EARN₹10000/நீங்கள் விரும்பிய இடத்தில் உங்கள் கடை/No Royalty/Lifetime Investment/business idea/

  5. Prepare Toasts and Drinks in the Coffee shop #asmr #shortsvideo

  6. Video Tutorial

COMMENTS

  1. Coffee Shop Business Plan Template

    Coffee Shop Business Plan Template - 13+ Free Word, Excel, PDF Format Download Whether an entrepreneur or a community, running a successful café or a coffee shop may be a great milestone achievement.

  2. Coffee Shop Financial Plan Template [2024 Guide]

    Before we dive in our detailed guide that explains what to include in your Coffee Shop Financial Plan, you might be interested to check our Coffee Shop Business Plan Template that includes an automatic and fully customizable pro-forma financial model in Excel Spreadsheet tailored to the Coffee Shop business.

  3. How to Write a Coffee Shop Business Plan (with Templates)

    Step-by-step Guide To Write A Coffee Shop Business Plan. 1. Executive Summary. The Executive Summary is like the introduction of a novel - it provides a snapshot of what is to come. Typically, you write the executive summary last, even though it appears first in your business plan.

  4. The Ultimate Coffee Shop Business Plan and Template

    Table of Contents 1 Why Write a Coffee Shop Business Plan? 2 Coffee Shop Business Plan Template 2.1 Executive Summary 2.2 Company Overview 2.3 Market and Customer Analysis 2.4 Sales and Marketing Plan 2.5 Management Team 2.6 Financial Plan 3 Wrapping Up Why Write a Coffee Shop Business Plan? The basic idea behind a coffee shop is simple.

  5. Free Coffee Shop Business Plan Template for 2024

    Download Now Win over investors with this customizable, free coffee shop business plan template. Starting any business can feel daunting, but starting a coffee shop comes with a unique set of challenges. From concept to staffing, there's a lot to consider as you begin mapping out your coffee shop business plan.

  6. Coffee Shop Business Plan

    1. Executive Summary 2. Company Overview 3. Industry Analysis 4. Customer Analysis 5. Competitive Analysis 6. Marketing Plan 7. Operations Plan 8. Management Team 9. Financial Plan Next Section: Executive Summary > Coffee Shop Business Plan FAQs What Is a Coffee Shop Business Plan? What Are the Main Types of Coffee Shops?

  7. How to Write a Coffee Shop Business Plan + Free Template

    Download Template Create a Business Plan You are a smart entrepreneur. You don't jump right in and open a coffee shop just because you decoded the secret of making perfect cups of steaming delicious coffee. Instead, you wait and plan to write a unique business plan that resonates with your coffee shop's concept.

  8. Free Coffee Shop Business Plan Template

    Executive summary. In the opening to your Executive Summary you should give the basics. Explain how the idea was conceived, the location at which the coffee shop will be located, and introduce the owner (s). A business plan is about building a narrative so think of this as the beginning of your coffee shop's story.

  9. Coffee Shop Business Plan Financial Model

    Works for a startup or existing coffee shop business Coffee Shop Financial Model Excel helps to estimate required startup costs. Unlocked - edit all - last updated in Sep 2020. This well-tested, robust, and powerful coffee shop financial projection model template is your solid foundation to plan a coffee shop business model.

  10. Coffee Shop Business Plan Template

    A full-fledged coffee shop financial plan model in EXCEL that you can easily customize Customized text tailored to the coffee shop business The ability to paste advanced charts and tables within a click No accounting or specialized financial knowledge needed Low-cost solution saving you time and money Coffee Shop Business Plan Template Description

  11. How to write a coffee shop business plan

    A coffee shop business plan is a detailed and strategic document outlining the essential aspects of starting and operating a coffee-focused business. It encompasses a comprehensive analysis of the business's goals, target audience, competitive landscape, marketing strategies, financial projections, operational procedures and more.

  12. How to Write a Cafe Business Plan

    A free, customizable Cafe and Bakery POS Comparison Tool to research and compare point of sale systems in one Excel spreadsheet or editable PDF. Get free download. ... Use this free coffee shop business plan template to easily create a great business plan that organizes your vision and helps you start, grow, or raise funding for your coffee shop.

  13. Coffee Shop Business Plan Template with Example & Financials

    1.) A full business plan template for a Coffee Shop business. The document covers executive summary, objectives, marketing strategies you can use to get customers, and much more. The lectures show you how to customize the business plan for your specific company. 2.) A complete financial model.

  14. Free Business Plan Templates in Excel

    Sample 30-60-90-Day Business Plan for Startup in Excel. This 90-day business plan is designed for startup companies to develop a 90-day action plan. This template gives you room to outline the following: main goals and deliverables for each 30-day increment; key business activities; task ownership; and deadlines.

  15. Free Coffee Shop Business Plan Template + Example

    What you'll get with this template: Unlike other blank templates, our business plan examples are complete business plans with all of the text and financial forecasts already filled out. Edit the text to make the plan your own and save hundreds of hours. All 550 of our business plans are in the SBA-approved format that's proven to raise money ...

  16. Coffee Shop Business Plan

    Coffee Shop Business Plan. Category Business Plan Industry Food & Beverage. 🔍. $ 100 $ 75. Fully editable 30+ slides Powerpoint presentation business plan template to raise funds from investors or obtain a loan from a bank. 30+ slides already completed.

  17. How To Write a Coffee Shop Business Plan

    The importance of a coffee shop business plan. Writing out a coffee shop business plan can feel a bit tedious and unnecessary. And we won't lie, they do take a bit of time and effort. But every business, no matter big or small, should have a business plan in place. A business plan for your coffee shop will help you:

  18. Coffee Shop Business Plan Example

    Coffee Shop Business Plan Start your plan. Start my business plan. Start your own coffee shop business plan. Java Culture Executive Summary Opportunity Problem. People near the University of Oregon need not just coffee and tea, or pastries and snacks, but also a place to meet comfortably, have a group discussion, or just sit quietly, work, and ...

  19. Mastering the Ultimate Coffee Shop Business Plan for Success

    This comprehensive coffee shop business plan excel tool is the perfect solution for entrepreneurs seeking to create a profitable and sustainable coffee shop revenue model. With detailed startup cost, expense, and sales forecast spreadsheets, users can easily conduct a coffee shop break even analysis, evaluate profit margins, cash flow ...

  20. Coffee Shop Business Plan

    Buy the Coffee Shop Business Plan Now! That is why a person opening a coffee shop should use a free coffee shop business plan Excel template. This template is designed specifically help the future coffee shop owner with the planning. Planning is a critical stage in starting a business. Download: Coffee Shop Business Plan - Less than $15!

  21. He's started planning his dream coffee shop 9 years ago. Now, it's

    F eb. 14—When Byron McSwain was pursuing his business management degree at Friends University in the mid 2010s, he wrote a business plan for a hypothetical coffee shop.. As it turns out, it was ...

  22. BETA GIDA, OOO

    Industry: Other Food Manufacturing , General Freight Trucking , Other Support Activities for Transportation , Grocery and Related Product Merchant Wholesalers , Restaurants and Other Eating Places See All Industries, Offices of Real Estate Agents and Brokers , Roasted coffee, Trucking, except local, Transportation services, nec, Coffee and tea ...

  23. STELS, OOO

    Find company research, competitor information, contact details & financial data for STELS, OOO of Elektrostal, Moscow region. Get the latest business insights from Dun & Bradstreet.

  24. Clayton corner could get its coffee shop back

    There's a plan to reopen a closed Starbucks at a high-profile Clayton corner, the property's landlord said. The Starbucks at Hanley Road and Wydown Boulevard, 7645 Wydown Blvd. in Clayton, a ...

  25. Fuel startup to receive $7M tax credit from St. Louis agency

    The cost or timeline of the industrial project weren't disclosed. As a startup company, Terra plans to create 20 positions at the site with pay ranging from $45,000 to $100,000 annually and health ...

  26. Coffee Shop Usy Teodora Glagoleva

    Coffee Shop Usy Teodora Glagoleva, Elektrostal: See 31 unbiased reviews of Coffee Shop Usy Teodora Glagoleva, rated 4 of 5 on Tripadvisor and ranked #8 of 39 restaurants in Elektrostal.

  27. New McBob's Pub & Grill owners plan few changes ...

    Katy Klinnert and Sara McConville don't plan to change much as the new owners of McBob's Pub & Grill in Milwaukee but hope to build on its established sense of community.

  28. COFFEE HOUSE, Moscow

    Coffee House, Moscow: See 2 unbiased reviews of Coffee House, rated 4 of 5 on Tripadvisor and ranked #9,087 of 15,872 restaurants in Moscow.