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Bakery Business Plan: How to write it [Complete Guide]

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  • January 3, 2023
  • Food & Beverage

management plan for bakery business

Whether you’re looking to raise funding from private investors or to get a loan from a bank (like a SBA loan) for your bakery, you will need to prepare a solid business plan.

In this article we go through, step-by-step, all the different sections you need in the business plan for your bakery. Use this template to create a complete, clear and solid business plan that get you funded.

1. Executive Summary

The executive summary of a business plan gives a sneak peek of the information about your business plan to lenders and/or investors.

If the information you provide here is not concise, informative, and scannable, potential lenders and investors will lose interest.

Though the executive summary is the first and the most important section, it should normally be the last section you write because it will have the summary of different sections included in the entire plan.

Why do you need a business plan for a bakery?

The purpose of a business plan is to secure funding through one of the following channels:

  • Obtain bank financing or secure a loan from other lenders (such as a SBA loan )
  • Obtain private investments from investment funds, angel investors, etc.
  • Obtain a public or a private grant

How to write your bakery’s executive summary?

Provide a precise and high-level summary of every section that you have included in your bakery business plan. The information and the data you include in this segment should grab the attention of potential investors and lenders immediately. Ensure that the executive summary doesn’t exceed 2 pages in total.

The executive summary usually consists of the five major sub-sections that include:

  • Business Overview : give a brief introduction to your bakery and quickly describe your brand, its offerings, the pricing list of products and what sets you apart from your competitors
  • Market Overview : the market analysis segment will contain an overview of the expected bakery market size and growth in your area, as well as an analysis of your competitors and target audience
  • Management & People : introduce your bakery’s management and employee structure. Provide a brief (no more than a couple of sentences each) of the knowledge and experience of the team. Also, speak here about your hiring plans and the reporting lines
  • Financial Plan : how much profit and revenue do you expect in the next 5 years? When will you reach the break-even point and start making profits? Include here a chart depicting your key financials such as revenue, gross profits, and net profit
  • Funding Ask : what loan/investment/grant are you seeking? How much do you need? How long will this last?

management plan for bakery business

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2. Bakery Business Overview

In this section of your bakery business plan, you will provide an overview (slightly more detailed) of your business. If there is something unique about your baked products, mention that in this segment.

Some of the most important questions that you must try to answer in this section include:

  • Why are you opening a bakery?
  • Where will your bakery be located and why did you choose that location?
  • What type of baked products will you sell (low-calorie, vegan, gluten-free, etc.)?
  • Why do you want to offer those product lines?
  • How will you price your food offerings?
  • Will your operating hours be the same as your competitors?
  • Who is your target audience?
  • What will be the legal structure of your company?

Let’s look at different subsections that you must include:

a) History of the Project

Any business must have two components:

  • Passion & experience of the business owner
  • Rationale behind the business

Passion & Experience

It is not necessary to have any prior experience with a bakery. As long as you are passionate about it and you know your market, you are good to go. 

However, if you have any experience, make sure that you are mentioning that. For example, you may have been a head pastry chef and a creative cake decorator in a popular bakery for 6 years and now you want to launch your own bakery.

No matter what, ensure that you demonstrate not just passion but also some industry knowledge that you must garner through thorough research.

Every business has a rationale behind its existence. What’s yours? Are you going to solve some problems that exist in the current bakery business scene? 

For instance, the target market may have a very high percentage of pastry-loving obese people. You may be the first one to introduce low-calorie pastries, cakes, and other baked items. 

Similarly, if the area has a high vegan density, you may want to introduce a line of vegan products that no other bakery in the area is offering.

You must also ensure that the market is conducive for the business to exist. For instance, if you are a master cake maker who makes ultra-realistic cakes that cost a lot and try to sell them in a low-income neighborhood, your cakes will probably not sell.

Therefore, it is important to understand the market before starting a business to prevent extreme losses, and eventually closure.

b) Business Model

This is where you will talk about the business model and the type of bakery you want to open. Some points that you need to briefly describe here are:

  • Will you buy a new bakery, or will you buy an old one and remodel it?
  • Will you open a specialty bakery, a counter service bakery, or some other bakery type?
  • What equipment, technologies, inventory, and tools will you need to operate your bakery?
  • Where will you source your ingredients from?

There are various types of bakeries that you consider:

  • Bakery Café : It is a sit-down bakery. It is a retail bakery with a dedicated dining area. There will be front-of-house and back-of-house spaces and people will often order food and other drinks apart from your baked items like muffins, cupcakes, cookies, etc. People can also order tea, coffee, sandwiches, etc.
  • Counter Service Bakery : These bakeries do not have any dining area. People will order food and take them away. You can sell other food items like drinks, burgers, sandwiches, etc. apart from your usual baked goods.
  • Specialty Bakery : These bakeries focus on a very specific set of products. For example, wedding cakes, gluten-free baked products, etc.
  • Retail or Wholesale Bakery : The difference between a retail and a wholesale bakery is that in the retail model, you will sell to your direct customers (B2C). In the wholesale model, you will be selling to other businesses like cafes, restaurants, specialty shops, etc.

Irrespective of the type of bakery you want to open, make sure that there is adequate demand for the products you want to sell. For instance, if you are trying to sell a vegan line of baked products to customers who want non-veg-based baked products, you will not succeed. There must be enough vegans in your target market.

c) Products & Services

In this sub-section of your bakery business plan, you will provide a list of your products and services. For instance, if you intend to open a specialty bakery such as wedding cakes, you must provide a menu listing all that you have to offer.

Similarly, if you want to sell bread, cookies, and pastries only, make sure that your sample menu lists them. If there are too many items that you intend to sell, make sure that the sample menu you are providing includes the major attractions. You don’t need to list all the items.

management plan for bakery business

d) Pricing Strategy

This is where you will explain your pricing strategy. Of course, your prices can vary significantly from your competitors. However, if there is a significant price variation, you must explain such differences.

For instance, you may be selling custom-designed birthday and wedding cakes instead of generic designs. That may be the reason for higher costs. Similarly, the quality of the ingredients you use for baking can also account for the price differences.

Irrespective of the case, include a pricing chart for your menu items. No need to include the price of every product or product bundle you intend to sell. Instead of listing the price for every product individually, you can just provide a pricing range.

For example, you can do something like this:

  • Multi-decker cakes with custom fondant-crafted figurines: $350 to $1,000
  • Gluten-free cookies: $3 to $6

Offering a pricing chart is important because your pricing strategy will also allow investors to tie your pricing strategy with your financial projections later on.

management plan for bakery business

e) Legal Structure

Finally, your business overview section should specify what type of business structure you want. Is this a corporation or a partnership (LLC)? Who are the investors? How much equity percentage do they own? Is there a Board of Directors? If so, whom? Do they have experience in the industry?

3. Bakery Market Overview

A complete understanding of the market where you want to operate is important for the success of your business.

For example, there may be a large number of cafes in the area with regular and high demand for baked goods like pastries and cookies. Thus, opening a wholesale bakery to serve the B2B demand instead may make sense here.

Therefore, you must cover here 3 important areas in the market overview or market analysis section of the business plan of your bakery:

  • Market trends : how big is the bakery industry in your area? What is its growth rate (or decline rate) and what are the factors contributing to its growth or decline?
  • Competition overview : how many competitors are there? How do they compare vs. your business? How can you differentiate yourself from them?
  • Customer analysis: who is your target audience? What type of bakery setup do they prefer? How frequently do they buy baked goods? What is their average spending at bakeries? 

a) Bakery Industry Status Quo

How big is the bakery industry in the us.

According to the American Bakers Association, the US bakery market represents $154 billion and employs over 800,000 people..! The commercial segment is by far the largest (91% industry size) vs. retail bakeries that only represent 9% of the total US bakery market.

In terms of products, here is the breakdown of the most common bakery products as a percentage of total bakery sales in the US:

management plan for bakery business

How big is the bakery industry in your area?

Once you grab the exact data for the US market and add it to your business plan, you can then divert your attention to the area where you want to operate. It might not be possible to find region or area-specific studies, and hence, you must estimate the size. For more information, read our article on how to estimate TAM, SAM and SOM for your startup.

Let’s now see how to estimate the market size of the bakery industry size for your business plan. We know that:

  • The total US market size for retail bakeries is $15 billion (10% of the total $154 billion)
  • The total number of retail bakeries is around 23,000

Therefore, the average annual revenue for each retail bakery is around $650,000 (that’s an average of $1,800 in sales per day).

So, if there are 20 already bakeries in the area where you will operate, we can reasonably assume the market size of the bakery industry in your area is around $13 million.

How fast is the bakery industry growing in the area?

Now, you must show the expected growth rate of the bakery industry in your area. This information may not be available via online research papers. However, assessing the growth rate will not be difficult.

You can approach each bakery separately and ask for their year of establishment. You will get a clear picture of the overall growth rate.

For instance, if there were 18 bakeries in 2018 and 20 bakeries in 2022, the average annual growth rate is 5.1%.

management plan for bakery business

b) Bakery Competition Overview

Studying your competitors’ business models is vital. You need to understand what makes them successful or why they fail. A clear understanding of their bakery product offerings, marketing strategies, etc., will allow you to provide a better service.

If your competitors are offering nearly the same products & services, then what is their market share and how do they market their products & services to attract new customers?

It is always a good idea to do some research (if necessary, physically visit your competitors without revealing your business intentions) and create a comparative table summarizing their product & service offerings, marketing strategies, target audience, etc.

Here is a sample table that you can use:

The competition analysis table you will add to your bakery business plan will depend on what information you need and want to include based on your business model.

Bakery SWOT Analysis

Try to provide a SWOT analysis. It must be crisp and highly focused. SWOT stands for Strength, Weakness, Opportunities, and Threats.

Here is a sample that you can use as a reference:

  • Strengths : Baking & Pastry Arts degree from Culinary Institute of America; 6 years of cake and pastry baking & decoration experience in a renowned bakery chain
  • Weaknesses : Startup cost, zero reputation
  • Opportunities : Increasing demand for healthy baked food because of increasing health consciousness in the target market
  • Threats : Big brands like Dewey’s Bakery, Insomnia Cookies, Bare Snacks, etc., are flooding the market

A clear understanding of your strengths and weakness along with opportunities and threats in the real market can help you to design your marketing strategy. It also helps potential investors to assess the risk and reward profile of your business.

management plan for bakery business

c) Bakery Customer Analysis

This is the sub-section where you will provide a detailed analysis of your target audience. Some important points that you must include in your customer analysis include:

  • Age and gender distribution (you can get local demographic data from census.gov )
  • Per capita expenditure on baked food items
  • Frequency of bakery visits
  • Average monthly income and disposable income
  • Average bill size per visit
  • Type of bakery preferred
  • The expected price range for baked items
  • Preference for healthy snacks and willingness to pay for high-quality products
  • Any seasonal preferences they have

You can add as many data points as required to validate your business decision. The idea here is to display your deep understanding of the target audience and their needs, preferences, and expectations. This knowledge can help you to tailor your products & services to attract new customers.

management plan for bakery business

4. Sales & Marketing

This is the segment where you outline your customer acquisition strategy. Try to answer the following questions:

  • What is your USP?
  • What are the different marketing strategies you will use?
  • How do you intend to track the success of your marketing strategy?
  • What is your CAC or customer acquisition cost?
  • What is your marketing budget?
  • What introductory promos and offers do you intend to provide for attracting new customers?

Let’s expand a bit on a few questions below:

What marketing channels do bakeries use?

A few marketing channels that bakeries typically use are:

  • Online listing & reviews (e.g. Google Business)
  • Bakery directory listing
  • Signage and billboards
  • Print media (newspapers, etc.)
  • Loyalty programs
  • Coupons & gift cards
  • Social media interactions and social media ads

It is not necessary to use all channels. You can start by focusing on a few of them. You can include other marketing strategies later.

Also, you must have a fair and nearly accurate estimate of your marketing budget. Failure to display a well-planned and adequate cash flow for advertising and marketing can lead to investors losing confidence. That’s because investors are fully aware that if adequate funds are not allocated for marketing, the business will be derailed before becoming a success.

What is your unique selling proposition (USP)?

In other words, how do you differentiate yourself vs. competitors? This is very important as you might need to win customers from competitors.

A few examples of USPs are:

  • Low Calorie : Craving for sweets while burning fat? We have the perfect pastries!
  • Vegan : Dairy-free vegan cheesecakes that melt in your mouth
  • Doorstep delivery : We will reach your door to satiate your cravings

Your USP will depend on your business model, competitor analysis, and target audience. Whatever your USP be, it should appeal to your potential customers and attract them. Plus, The USP you offer should be convincing enough for investors and lenders.

management plan for bakery business

5. Management & People

You must address two things here:

  • The management team and their experience/track record
  • The organizational structure: different team members and who reports to whom?

a) Management

Small businesses often fail because of managerial weaknesses. Thus, having a strong management team is vital. Highlight the experience and education of senior managers that you intend to hire to oversee your bakery business.

Describe their duties, responsibilities, and roles. Also, highlight their previous experience and explain how they succeeded in their previous roles.

It is also important that you explain how their experiences and qualifications help you in implementing the bakery you are proposing. If they have specialized training, and experience (such as a degree in baking and pastry arts degree, 6 years of baking experience in a renowned bakery chain, etc.), add that information.

b) Organization Structure

Even if you haven’t already hired production bakers, pastry chefs, kitchen helpers, marketing & accounts personnel, etc., you must provide a flowchart of the organizational structure defining the hierarchy of reporting.

management plan for bakery business

6. Financial Plan

The financial plan is perhaps, with the executive summary, the most important section of any business plan for a bakery.

Indeed, a solid financial plan tells lenders that your business is viable and can repay the loan you need from them. If you’re looking to raise equity from private investors, a solid financial plan will prove them your bakery is an attractive investment.

There should be 2 sections to your financial plan section:

  • The startup costs of your project (if you plan to start a new bakery, purchase new equipment, renovate your store, etc.)
  • The 5-year financial projections

a) Startup Costs

Before we expand on 5-year financial projections in the following section, it’s always best practice to start with listing the startup costs of your project. For a bakery, startup costs are all the expenses you incur before you open your bakery and start making sales. These expenses typically are:

  • The lease deposit for the space (if you rent) or the cost to purchase the real estate
  • The renovation / refurbishment of the building / space
  • Equipment & furniture for the bakery

Of course, the startup costs depend on many factors like the bakery shop size, its location, the number of staff, quality of the equipment, etc. 

As an example, it costs on average $109,250 to $310,050 to open a 1,500 sq. ft. bakery in the US .

Note that these costs are for illustrative purposes and may not be fully relevant for your business. For more information on how much it costs to open and run a bakery, read our article here .

b) Financial Projections

In addition to startup costs, you will now need to build a solid 5-year financial model for your bakery.

Your financial projections should be built using a spreadsheet (e.g. Excel or Google Sheets) and presented in the form of tables and charts in the business plan of your bakery.

As usual, keep it concise here and save details (for example detailed financial statements, financial metrics, key assumptions used for the projections) for the appendix instead.

Your financial projections should answer at least the following questions:

  • How much revenue do you expect to generate over the next 5 years?
  • When do you expect to break even?
  • How much cash will you burn until you get there?
  • What’s the impact of a change in pricing (say 15%) on your margins?
  • What is your average customer acquisition cost?

You should include here your 3 financial statements (income statement, balance sheet and cash flow statement). This means you must forecast:

  • The number of customers over time ;
  • Your expected revenue ;
  • Operating costs to run the business ;
  • Any other cash flow items (e.g. capex, debt repayment, etc.).

When projecting your revenue, make sure to sensitize pricing and the number of customers as a small change in these assumptions will have a big impact on your revenues.

management plan for bakery business

7. Funding Ask

This is the last section of your bakery business plan. Now that we have explained what your bakery business model is, what you sell and to whom, what’s your marketing strategy, etc., this section must now answer the following questions:

  • How much funding do you need?
  • What financial instrument(s) do you need: is this equity or debt, or even a free-money public grant?
  • How long will this funding last?
  • Where else does the money come from? If you apply for a SBA loan for example, where does the other part of the investment come from (your own capital, private investors?)

If you raise debt:

  • What percentage of the total funding the loan represents?
  • What is the corresponding Debt Service Coverage Ratio ?

If you raise equity

  • What percentage ownership are you selling as part of this funding round?
  • What is the corresponding valuation of your business?

Use of Funds

Any bakery business plan should include a clear use of funds section. This is where you explain how the money will be spent.

Will you spend most of the loan / investment in paying your employees’ salaries? Or will it cover mostly the cost for the lease deposit and the renovation?

Those are very important questions you should be able to answer in the blink of an eye. Don’t worry, this should come straight from your financial projections. If you’ve built solid projections like in our Bakery financial model template , you won’t have any issues answering these questions.

For the use of funds, we also recommend using a pie chart like the one we have in our financial model template where we outline the main expenses categories as shown below.

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Bakery management encompasses all activities intended to manage bakery operations.

Bakery Management

What is Bakery Management?

Bakery management encompasses all activities intended to manage bakery operations. It may include but is not limited to the following 10 macro-processes:

  • Production planning and demand forecasting
  • Raw materials and ingredients supply
  • Production management
  • Engineering and maintenance
  • Plant personnel management
  • Continuous improvement
  • Quality assurance
  • Plant sanitation
  • Plant economics control, overall plant operation and financial reports
  • Support and strategic areas (R&D, bakery formulations)

All these processes must work closely in order to obtain the best results. Bakery management requires both experience and professional education. The best managers are those who listen, inspire and develop people to become future operation leaders.

How it works

The 10 macro-processes listed above can be broken down into several components to obtain a better idea of what they stand for:

  • Team work with Sales Department
  • MRP (materials requirement planning)
  • Negotiations with suppliers (minimum order quantity, prices per lb or Kg, bulk or discrete amount deliveries, lead times based on bakery’s needs, specifications)
  • Periodic purchasing (purchase orders, communication with suppliers)
  • Stock / inventory management (FIFO rotation, minimum stock according to internal policies, material’s shelf life, and storage space available in racks)
  • Material receiving standards and procedures according to specifications established by R&D and QA
  • Materials and time efficiency (changeover time, total production time, downtimes due to equipment failures)
  • Product yield based on line speed and planned batches
  • Process waste
  • Product coding (manufacturing date, best before date, traceability coding)
  • Finished product delivery to Logistics Department
  • Operational assets management
  • Preventive maintenance
  • Corrective maintenance (urgent mechanical repairs, parts replacement, general interventions on essential production equipment to avoid line stoppages)
  • Equipment and parts purchasing
  • Participation in bakery engineering projects (new oven, new mixer, equipment overhauling, etc.)
  • People training and education (bakery technology, handling of fire extinguishing devices, accident prevention, food safety and good manufacturing practices)
  • Leaders development
  • Promotion processes
  • Implementation of lean manufacturing tools at plant level (5S’s, Six Sigma methodology, Total Productive Maintenance)
  • Participation in plant meetings to improve any condition in the production process (material- or equipment-related) that may impact productivity positively
  • Application of statistical tools to current processes in order to find improvement opportunities and take actions based on findings
  • Specifications for raw materials (wheat flour, yeast, sugar, etc.)
  • Specifications for finished products (bread, buns, cakes, etc.)
  • Specifications for packaging materials (boxes, bags, etc.)
  • Lab analysis (moisture content, pH, water activity, nutrient composition, colorimetry, rheological assessment of doughs and batters)
  • Documentation, implementation and control of food safety management systems)
  • Participation in HACCP Team meetings
  • Responsible for internal and external (certification) audits on HACCP, GMPs, FSMA
  • Planning and execution of cleaning and sanitation activities on food and non-food contact surfaces (walls, floor, processing equipment, conveyor bands, etc.)
  • Pest management (indoor and outdoor environments)
  • Implementation and control of food safety management systems)
  • Overall plant operation reports (daily, weekly and monthly)
  • Financial reports for top management
  • Manufacturing costs
  • Financial impact of waste
  • Plant performance review
  • Product development
  • Bakery formulations development and approval
  • Ingredient technologies for sugar and fat reduction
  • Clean label solutions for chemical dough conditioners replacement
  • Testing of enzymes following standard procedures and execution of bake tests


Proper bakery management becomes critical when operations become more complex as sales increase. As a bakery scales up, it needs more tools to better control costs, optimize equipment usage, obtain better prices due to higher volumes, etc.

When it is time to make a big change, bakery managers often hire consultants to prepare the necessary steps and establish the required macro-processes (such as those listed above) that enable the bakery to reach a new level of control over plant operations.

As bakery operations increase in complexity and size, a key thing is to keep things simple and practical.

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management plan for bakery business

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Bakery Management: How to Expertly Manage Your Bakery


Bakery business owners must consider many functional areas at once, from baking products to managing staff and serving customers. It can be challenging to ensure everything runs smoothly and efficiently. But with the right bakery management tips, you can expertly manage your bakery like a pro!

Explore bakery management tips anyone can implement to run your bakery more efficiently and effectively.

Establish Exceptional Customer Service Procedures

Your customers should always be your top priority, so make sure you have procedures in place so they receive the best possible service. Procedures to create include a clear and concise ordering process, providing accurate information about products, and responding quickly to any customer complaints or concerns.

Use an Effective Bakery Manager Job Description to Hire a Pro

When it comes to bakery management, you need someone who is organized, efficient, and has a good understanding of the baking process. To ensure you find the right person for the job, use an effective bakery manager job description when posting your vacancy. This will help to attract candidates with the relevant skills and experience.

Establish Staff Responsibilities

Establishing staff roles and responsibilities from the outset is important so everyone understands expectations. For example, always confirm who is responsible for baking which products, serving customers, and handling stock control. By clearly defining roles and responsibilities, you can ensure everyone is working to their full potential.

Manage Bakery Operations with Software

There are various software programs available that can help bakery owners to manage their operations effectively. This could include things like customer relationship management software, which is great for tracking customer orders and managing loyalty programs. There’s also POS software, which can be used to streamline the ordering and payments process.

Obtain Customer Relationship Management Software

Customer relationship management (CRM) software is valuable for bakery owners, as it allows them to track customer orders and manage loyalty programs. There are various CRM software programs available on the market, so be sure to do your research to find one that’s right for your business.

Acquire a POS System

A POS system can be beneficial for bakery owners as it allows them to streamline the ordering and payments process. There are many different POS systems available on the market, so be sure to research to find one that’s right for your business.

In addition to monthly service fees, compare credit card processing fees. You may choose to only accept cash payments at first until you’ve built enough of a customer base to accommodate credit card fees. 

Establish Safety Procedures

Safety should always be a top priority in any bakery, so ensure you have procedures to protect your staff and customers. This could include things like having a fire extinguisher on hand, ensuring all electrical equipment is maintained correctly, and having a first-aid kit readily available.

Outline Marketing Strategies with a Plan

To market your bakery effectively, you need to have a marketing plan in place. This should include things like your target market, your unique selling points, and the various marketing channels you’ll use to reach your target audience. By outlining your marketing strategy, you can ensure you’re making the most of your marketing efforts.

Streamline Business Operations Processes

Various bakery management tips can help you streamline your business operations. This could include things like automating repetitive tasks, using software to manage customer orders, and establishing clear procedures for staff. By streamlining your operations, you can improve efficiency and reduce costs.

Use Forecasting and Order Management Tools

Forecasting and order management tools can be extremely useful for bakery owners. These tools can help you to predict customer demand, track inventory levels, and manage orders more effectively. Various forecasting and order management tools are available on the market, so do your research to identify which is right for your business.

Following these bakery management tips, you can expertly manage your bakery and ensure it runs smoothly and efficiently. From establishing staff roles and responsibilities to using forecasting and order management tools, there are various things you can do to improve the way your bakery operates.  By taking the time to implement these tips, you can make sure your business succeeds.

Examples of Management Strategies for a Cake Bakery Business

  • Small Business
  • Business Planning & Strategy
  • Business Strategy Examples
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References of Business-Level Strategy

Menu ideas for concession stand trailers, the advantages of niche companies in marketing.

  • How to Set Up a Marketing Plan for Cakes
  • What Is the Chief Difference Between a Low-Cost Provider Strategy and a Focused Low-Cost Strategy?

Businesses use a variety of specific strategies to achieve their goals, but all business strategies can be categorized as one of four generic management strategies. If you are operating a cake bakery, choose one of these four management strategies to give direction to your business.

Your choice of strategy will depend on the goals you want to achieve and the type of cake bakery you want to operate. The four types of general business strategies that can be applied to bakeries include cost leadership, differentiation, cost leadership focus, and differentiation focus, according to BC Campus .

Cost Leadership

A cost leadership management strategy involves being the lowest cost provider of your products. For a cake bakery, this involves achieving economies of scale. To achieve economies of scale, you will need to produce a high volume of cakes. This will allow you to increase worker productivity through division of labor and save money by purchasing ingredients in larger quantities, giving you a greater ability to offer your products for a competitive price. Cost leadership is one of the ways a focus strategy can make a small cake bakery business advantageous over larger companies; another way is via differentiation strategy.

Differentiation Strategy

Differentiation is a non-price strategy. Instead of gaining customers by offering them the lowest price, you will attract them with value-adding features. In a cake business you can do this by increasing the quality of your cakes; for instance, you may choose to only use premium ingredients or develop special recipes. You can also differentiate yourself through added services, such as customized cake orders or delivery or rush service options. Adding healthier options and loyalty programs are other options, according to Poster .

Cost Leadership Focus

A cost focus strategy is similar to a cost leadership strategy, but it involves focusing on a narrow niche market. For example, you might offer cakes that fit a niche occasion, such as weddings or birthdays. Alternatively, you could cater to a niche consumer by using organic or vegan products. The cost focus strategy is designed to make your company the most cost-competitive within a niche. For example, if you operate a bakery that only prepares wedding cakes, you would aim to be the cheapest producer of wedding cakes, although your competitors might produce cheaper cakes of other varieties.

Differentiation Focus

The differentiation focus bakery management plan is similar to the differentiation strategy but, like the cost focus strategy, it focuses on a narrow niche in the market. For a bakery business model, you would focus on a specific market, just as in the cost focus strategy. Instead of competing with others in your niche based on price, however, you will offer other value-added elements.

For example, in order to differentiate yourself as an organic cake bakery, you might offer a delivery service if no other local organic bakeries offer that option or you could focus on quick service to be the fastest organic cake bakery. You may be able to find small bakery business plan sample PDFs online for more inspiration that may fit your market or niche.

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Bakery Business Plan Template and Guide

Take the first step in your business journey with this free bakery business plan template..

Bakery Business Plan Template

What You’ll Get with This Free Bakery Business Plan Template:

  • A business plan template for a bakery that can be edited in Word or Pages
  • Tips, tricks, and instructions to help you create a winning business plan for your bakery
  • 8 customizable sections, including an executive summary, market analysis, and operations plan

What is a Bakery Business Plan?

From the smell of freshly baked bread to the sound of people enjoying their first coffee of the day, there’s nothing more exciting than running a bustling bakery business. Of course, before you can start thinking about day-to-day operations, you’ve got to start with a solid plan – and that’s where a bakery business plan comes in.

A bakery business plan is a document full of information that describes the critical parts of your bakery business. It starts with high-level information about your bakery and vision, and then dives into more detailed sections, such as your ideal customers, what goods and services you’ll offer, and your marketing plan. It’s usually 15–20 pages in length, including graphics, charts, and other visuals that help communicate your vision and simplify information and data.

Although writing a business plan for your bakery can be daunting, doing so offers you and your bakery business many benefits.

Why Do You Need a Bakery Business Plan?

A bakery business plan has a number of key benefits:

  • A well-written business plan for a bakery can help entrepreneurs and existing business owners alike have a clear vision and roadmap for their bakery. It also helps you get back on track if you stray from the goals you outlined.
  • It can also help you attract investors and secure funding because potential investors will see your plan is thorough, organized, and well-researched.
  • The information in a business plan helps future you make informed decisions when you’re not sure what to do with a certain part of your bakery business.
  • Researching for your business plan will help you understand your market and competitor bakeries better so you will be more prepared when tackling future challenges.
  • As your bakery grows, you will have a foundation to build on top of when you need an updated business plan.

Now that you know why having a bakery business plan is so important, you can learn about how to write one using this guide and by downloading the business plan template for a bakery.

How Do You Write a Business Plan for a Bakery Business?

Writing a business plan for your bakery can be complex, but instead of starting from scratch (like you would with a batch of homemade croissants), our business plan template for bakeries can help you turn your dreams into reality in just a few quick and easy steps.

Keep in mind that you should write your business plan with a professional, objective tone, and with clear, concise, and simple language. This way, any reader, including potential investors, can easily understand the information in your business plan and will be more likely to provide you with funding.

Following a traditional business plan outline will also help orient your readers and ensure you include all the essential information that a successful business plan needs, ultimately setting yourself up for success.

Bakery Business Plan Sample Outline

A traditional bakery business plan sample has the seven sections, all outlined below. Read on to learn more about what each section is. And, download the free bakery business plan template if you want to follow along and start jotting down your ideas.

1. Executive Summary for a Bakery Business

Start your plan with an executive summary for your bakery. This will give a broad overview of the other sections of your business plan (the sections below). It gives readers the highlights of your vision, target market, goals, operations, strategies, menu, and financial information. And it will tell readers how your plan will succeed.

This overview is the first impression of your bakery, so make your business stand out by talking about how your bakery is different from competitor bakeries – whether that’s with your locally sourced menu items, your innovative marketing strategies, or other value props.

2. Company Overview

The company overview is a more detailed rundown of your bakery idea after what you mentioned in the executive summary. Now that you have the interest of the reader, you’ll want to back up your plan with details and your history.

In the company overview, you can talk about what makes your bakery special, what goods you’ll offer, and what kind of service you’ll be using and why. You can also summarize your company’s history with specific details, like why you opened your bakery and the milestones you’ve hit.

3. Market Analysis

The market analysis section is where you talk about where your bakery is or will be located and why. What’s special about that location and how does that help your bakery business? What sets you apart from other bakeries in the area?

Also, talk about your target market – who are your ideal customers and do you have any research to support this being your target market? Include how you’ll reach your ideal customers and how you’ll stand out against competitor bakeries. Completing a competitive analysis of other bakeries will also help you be more creative throughout the business plan and show investors you have the research needed to help your bakery succeed.

4. Business Offerings and Menu

This section is where you describe what baked goods you’ll offer in your bakery. Go into as much detail as you want, right down to the specific types of pastries or bread you’ll be making. Focus on the parts that contribute to your value prop, such as special ingredients you’re using (e.g., nut-free, gluten-free), where the ingredients are coming from (e.g., locally sourced), and why these will appeal to your target market (e.g., market research shows a high demand for gluten-free pastries that other bakeries in the area aren’t supplying successfully).

To provide investors with a clear picture of your offerings, include a sample menu for foods, drinks, and other merchandise (if you have any), as well as the pricing strategy behind it all. Don’t forget to consider how your customers will be consuming your products when creating your menu – will they be taking food to go (so you need to ensure the goods will travel well) or eating inside the bakery (so you might offer different foods at different times of day)? 

5. Operations Plan

In this section, you’ll talk about the logistics of your bakery business – what will you need to run your business every day? This section includes the following information:

  • Staffing: What types of staff you’ll need on your team and how you’ll recruit them.
  • Training for your staff: Cashiers and bakers will need different types of training.
  • Technology: The software you’ll need to manage the bakery (from managing inventory to processing online orders to accepting different payment types). 
  • Equipment: The tools and appliances you’ll need (e.g., mixers, an oven, a display case)

6. Marketing and PR Plan

Here you’ll explain the marketing channel you’ll be using and strategies for each. Some channels to consider include public relations, online advertising, social media, referral, SEO, and community partnerships. 

Be thoughtful about your marketing tactics by always keeping your target market in mind. If a certain channel or tactic won’t resonate with or reach your ideal customers, then think of what you can do that is more likely to draw them to your bakery.

Also, as you explain your marketing strategies, include your budget and expected return on investment. This exercise will help you ensure you invest in only the most effective marketing tactics.

7. Financial Analysis and Projections

The financial analysis and projections is the last major section of your bakery business plan. Here you’ll talk about the different financial aspects of your bakery business, such as how you’ll support the bakery’s startup costs with loans and existing investments, and how much more funding you’ll need. 

You’ll also talk about the costs and projected revenue for your business – you can do this clearly and effectively with a projected profit and loss statement. You can also include other financial information, like a break-even analysis, to provide investors with the clearest picture possible of your bakery’s finances. This way they’ll know exactly how you plan to spend their potential funding.

With all these sections, your bakery business plan will be thorough enough to answer any questions investors might have before offering you funding. But, to make your business plan stand out, follow the tips below.

Tips for Writing a Bakery Business Plan

Because a business plan needs to be professional and detailed, it can be easy to get lost in the weeds and make your plan too technical, verbose, or unclear. Here are some tips to help you while writing to make sure your business plan is easy to read and engaging.

  • Collaborate with your team (or your friends and family if you don’t have a team yet). They can help you come up with unique ideas and provide you with feedback on areas you can improve (e.g., where you can explain more or add a visual to help clarify an idea).
  • Mention your value prop(s) throughout the business plan to keep your competitive advantages over other bakeries top of mind for readers.
  • Use passionate language and captivating details to add your voice to the business plan. But make sure you don’t clutter your writing with buzzwords or industry jargon that readers might not understand.

With these tips and the free bakery business plan template, you’re ready to start your business plan or update your existing one to be more impressive. All the sections will help show investors why your business will be successful and worth investing in. Plus, your business plan will act as your roadmap and keep you on track as your business comes to life.

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Writing an operational plan for a bakery business

Table of Contents

Determine your objectives 

Decide on a location, list your supplies and equipment , outline your structure , discuss your finances , accounting tools , determine a timeline , simplify your bakery finances with countingup.

If you plan to start a small bakery, it’s important to think about how you’ll turn your business idea into an operational success. An operational plan for a bakery business will help you determine what you need to make it run smoothly. 

An operational plan details the physical requirement of running your business. It describes how you’ll organise your business day-to-day, achieve your tasks, and earn a profit. But if you’re not sure how to write one, we can help. 

This article covers how to write an operational plan for a bakery business, including: 

  • Objectives 
  • Location 
  • Supplies  
  • Finances 
  • Timeline 

The first section to add to your operational plan is the bakery’s objectives . This part is essential to determining what to focus on and work towards with your business. List some short-term, medium-term, and long-term objectives. 

To make your objectives strong and manageable, use the SMART method, meaning they’ll be specific, measurable, achievable, relevant, and time-based. 

With your bakery business, short term objectives might be to source and prepare a bakery shop and design a strong website. Then, you could create a medium-term objective to sell more bakery products and develop an online shop with shipping. Long term goals could be to expand your shop to new locations or offer baking lessons or catering.  

Next, you’ll need to outline the logistics of your business. What location will you use for your business? Provide an address if you already have one, and if not, outline where you’ll open your shop and why. If you plan to start a bakery from home, outline where and how you’ll sell your goods. 

In this section, also list the operating hours of your business. Which days and what times will your shop be open to customers? You can also outline your baking hours or time spent managing your operations and finances after shop hours. 

Also, consider how the shop will run. Will you offer seating for customers, or will it be only takeaway? Will you also offer drinks or just baked goods? Will you supply your baked goods to other cafes or restaurants? 

Another essential part of your operational plan for a bakery business is outlining what you’ll physically need to run your small bakery. For example, aside from a shop with a kitchen, you’ll likely need bakery equipment like: 

  • An industrial oven  
  • An industrial refrigerator 
  • An industrial stand mixer 
  • Baking supplies and equipment (mixing bowls, measuring cups, whisks, spatulas, pans, baking trays etc.)
  • Proofing cabinets 
  • Break slicers
  • Bakery cases 
  • Plates and display trays 
  • Takeaway packaging 

Aside from sourcing the right equipment, consider what supplier you’ll use for necessary baking ingredients. These ingredients may vary depending on your recipes and the bakery goods you sell. 

But generally, you’ll likely need a food supplier for:

  • Sugar 
  • Butter 
  • Flour 
  • Yeast 
  • Bicarbonate soda 
  • Bicarbonate powder 
  • Spices 

As you outline what you’ll need, consider how you’ll manage this supply chain and organise your inventory . It’s crucial to stay on top of what you have and what you need to continue to make baked goods and meet your customer demand.

You might want to keep backups of dried goods that won’t go bad, like flour and sugar. This way, if there’s a shortage, it may not negatively impact your business. 

Another thing to include in your operational plan for a bakery business is how you’ll structure your business and organise the daily workload. In this section, think about which baked goods you’ll sell and how much you’ll charge for them. Also, outline how you’ll accept payment from customers and manage your shop and baking needs. 

Next, outline what it’ll cost to produce your baked goods and run your business overall. Consider each part of your operations and much money it’ll need. 

First, think about startup costs, essential expenses to getting your business running. These costs could include necessary equipment, registration fees, marketing, and website building. 

Then, you might outline the rent, electricity, water, and wifi charges of running your shop. Also, calculate the cost of your ingredient orders and how often you’ll need to restock. 

Once you know the money you’ll need, consider how you’ll get it. So, you might include your plan to secure funding through an investor or lender. 

On top of this, you’ll need to consider your financial accounting methods. It’s crucial to maintain accurate business records, which you can do by opening a business current account and using modern accounting software, like Countingup. 

Countingup combines a business account with accounting software, making it easier to manage your finances in one place. You can save time with automatic features like automatic expense categorisation and cash flow insights. These tools help you track your spending and the cash coming in and out of your business over time. . 

Consider the timeline of your business operations to give you structure and purpose each day. For example, you might outline the typical day at your small bakery, including when you get into the shop, bake your goods, and open and close the shop.

Discuss how you’ll juggle your tasks and organise your calendar to manage your time well . When will you spend time organising your bookkeeping or ordering from suppliers? With the right business management tools, like Google Workspace , you can organise your contacts, projects, and calendar altogether. 

In summary, setting up your bakery’s operational plan will help you structure your business for success. Just be sure to outline the who, what, where, and how much so you have the essential detail to make it happen.

Countingup is the business current account and accounting software in one app. It automates time-consuming bookkeeping admin for thousands of self-employed people across the UK. 

Save yourself hours of accounting admin so you can focus on growing your business. 

Start your three-month free trial today. 

Apply now .


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Bakery Business Plan Template

Business Plan Outline

  • Bakery 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

Executive Summary

Business overview.

Baked Bee Bakery is a small, local bakery in Lexington, Kentucky owned by mother and daughter duo, Janette Green and Mary Green-Philips. We will specialize in cakes, cupcakes, cookies, donuts, danishes, breads, and custom made cakes and cupcakes. Baked Bee Bakery will be located in a highly-trafficked, convenient, and busy retail strip center of Lexington and be easily accessible to all residents of the community.

Baked Bee Bakery prides itself in the exceptional customer service and attention to detail to all the pastries we will serve. Janette and Mary have already made a name for themselves in the Lexington community for being able to make delicious custom made-to-order cakes and pastries for all types of events and gatherings. Their strong reputation and work ethic has primed Baked Bee Bakery for success.

Products Served

The following are the products to be offered by Baked Bee Bakery:

  • Cakes (freshly made and custom made-to-order)
  • Cupcakes (freshly made and custom made-to-order)

Customer Focus

Baked Bee Bakery will focus on all residents of Lexington. Whether it’s a small business, large business, school, church, or household, there will always be an occasion where purchasing pastries and/or cakes will be required.

Management Team

Janette and Mary will be opening and operating the bakery the 6 days a week the bakery will be open. They will oversee the part-time employees, manage inventory and scheduling, as well as all of the administrative functions. Together they have over 40 years of baking experience and have provided custom cakes and pastries for numerous community events and gatherings. They have also competed and won two statewide baking contests.

Success Factors

The following success factors will set Baked Bee Bakery apart from the competition:

  • Exceptional customer service and commitment: The owners of Baked Bee Bakery pride themselves to being on location everyday and getting to know the majority of their clientele. Janette and Mary love interacting with the clients and listening to what the client really envisions for their custom made cake. It is extremely rewarding to put that idea into reality and deliver what the client envisioned. We love seeing the client’s face when they see the finished product.
  • Delicious and freshly made pastries: Baked Bee Bakery will bake pastries daily and only sell what is freshly made for that day. There will never be a stale pastry served at Baked Bee Bakery.
  • Convenient location: Baked Bee Bakery will be located in a highly-trafficked retail strip center where we neighbor popular grocery stores, restaurants, and shopping.

Financial Highlights

Baked Bee Bakery is seeking $90,000 in debt financing to open its bakery. The funding will be dedicated for leasehold improvements, working capital, and opening inventory. The breakout of the funding is below:

  • Bakery build-out, design, and furniture, fixtures, and equipment – $50,000
  • Opening inventory – $10,000
  • Working capital (to include 3 months of overhead expenses) – $30,000

The following graph outlines the pro forma financial projections for Baked Bee Bakery:

management plan for bakery business

management plan for bakery business

Sample Bakery Business Plan For Inspiration

sample business plan for bakery

Writing a business plan is a crucial step in starting a bakery. Not only does it provide structure and guidance for the future, but it also helps to create funding opportunities and attract potential investors. For aspiring bakers, having access to a sample bakery business plan can be especially helpful in providing direction and gaining insight into how to draft their own bakery business plan.

Download our Ultimate Bakery Business Plan Template

Having a thorough business plan in place is critical for any successful bakery venture. It will serve as the foundation for your operations, setting out the goals and objectives that will help guide your decisions and actions. A well-written business plan can give you clarity on realistic financial projections and help you secure financing from lenders or investors. A bakery business plan example can be a great resource to draw upon when creating your own plan, making sure that all the key components are included in your document.

The bakery business plan sample below will give you an idea of what one should look like. It is not as comprehensive and successful in raising capital for your bakery as Growthink’s Ultimate Bakery Business Plan Template , but it can help you write a bakery business plan of your own.  

Example #1 – Home Sweet Home Baked Goods

Table of contents, executive summary.

  • Company Overview

Industry Analysis

Customer analysis.

  • Competitive Analysis

Marketing Plan

Operations plan, management team, financial plan.

Home Sweet Home Baked Goods is a home-based bakery in Bend, Oregon that has been operating successfully for the last 3 years. Founded by talented baker Jill Davis and her husband Sam, Home Sweet Home Baked Goods specializes in creating custom cakes, cupcakes, pies, and other desserts from scratch. Now that their business has grown and they have expanded their customer base, Jill and Sam are looking for funding to open a brick-and-mortar storefront location in Bend.

The new location will be a modern bakery with an inviting atmosphere and welcoming staff. Through the use of high-quality ingredients, innovative recipes, experienced baking staff, and updated bakery equipment, Home Sweet Home Baked Goods is poised to become the premier bakery in Bend. The new store will create jobs for local residents while bringing delicious baked goods to the community.

Home Sweet Home Baked Goods’ mission is to use locally sourced ingredients whenever possible to create unique baked goods of uncompromising quality at an affordable price. With its commitment to excellence and creative approach to baking, the company will provide customers with a unique experience with each visit.

In order to achieve these goals within their budget constraints, Home Sweet Home Baked Goods has put together a comprehensive plan utilizing proven marketing techniques, operational efficiencies, and cost management strategies. By leveraging technology such as social media marketing platforms like Facebook and Instagram as well as partnerships with local businesses, Home Sweet Home Baked Goods has created a strategy for success that will allow them to not only meet but exceed customer expectations.

As part of this plan, we are seeking funding from investors or lenders who share our vision for creating an exceptional bakery experience in Bend. With your help, we can continue our growth while developing long-term relationships with our customers through quality products and outstanding service — all while supporting small business owners in our community.  

Company Description

Home Sweet Home Baked Goods is a home-based bakery in Bend, Oregon that has been operating successfully for the last 3 years. Founded by passionate baker Jill Davis and her husband Sam, Home Sweet Home Baked Goods specializes in creating custom cakes, cupcakes, pies, and other desserts from scratch. The company’s focus on quality ingredients, innovative recipes, experienced baking staff, and updated equipment sets them apart from its competitors.

Home Sweet Home Baked Goods strives to provide customers with an exceptional experience each time they visit the store by using locally sourced ingredients whenever possible. This commitment to excellence has allowed them to expand their customer base across the region, leading them to seek funding for a brick-and-mortar storefront bakery location in Bend that will bring even more delicious baked goods and job opportunities to local residents.  

The Bend, Oregon home-based bakery industry is a booming sector that has seen significant growth in the last three years. According to figures released by the Oregon Department of Agriculture, retail bakeries generated over $200 million in sales in 2019 alone, up 8.3% from 2018. The number of establishments operating within the state has also increased, with seven new businesses opening their doors in 2019.

The majority of these bakeries specialize in cakes and cupcakes, though some offer other items such as pies and donuts. The market for specialty items is particularly competitive, with many bakeries offering custom designs that cater to specific dietary needs or themes. This demand has encouraged a larger variety of offerings from existing businesses and attracted more upstart shops to enter the market.

Bend’s bakery scene is driven by its large base of tourists and university students who often seek out unique treats while visiting the city. As a result, many local bakeries have developed memorable branding campaigns that target these customers and feature unique flavors or design styles that set them apart from competitors. These efforts have been rewarded with higher rates of customer loyalty, allowing these businesses to enjoy continued success despite an increasingly crowded marketplace.

Despite its popularity as a destination for bakers and dessert lovers alike, Bend also faces certain challenges that may affect business operations going forward. High rent prices are one such issue; with real estate costs on the rise, it can be difficult for small local businesses to secure an affordable space without sacrificing quality or service standards. Additionally, Bend’s seasonal climate – boasting cold winters and dry summers – makes it difficult for certain items such as ice cream or frozen yogurt to remain popular year-round options for consumers.

Overall, however, Bend remains an excellent location for home-based bakers seeking to expand their operations into a storefront setting due to its vibrant culture and lively atmosphere. With proper planning and execution, Home Sweet Home Baked Goods can position itself as a leader in this growing industry while helping bring more culinary creativity and innovation to the area’s residents and visitors alike.  

Home Sweet Home Baked Goods has an ideal target market that includes both local customers and visitors to Bend, Oregon. The company is particularly passionate about providing locally sourced ingredients in its baked goods, making it a natural draw for people who live in the Bend area.

The local demographic consists primarily of working professionals, families with children, retirees, and university students. These customers are looking for high-quality desserts that cater to their individual dietary needs while also remaining reasonably priced. Home Sweet Home Baked Goods’ emphasis on using local ingredients appeals to this demographic as it shows their commitment to supporting the local economy and providing fresher products.

The company also seeks to attract tourists with its innovative recipes and memorable design themes. Tourists often seek out interesting treats while visiting cities such as Bend due to their limited time frames; baked goods created with original recipes can be a great way to provide these customers with an enjoyable experience that they won’t find anywhere else. Furthermore, its custom designs help create an even more unique experience for each customer – whether a visitor or local resident – by allowing them to customize their order based on specific dietary restrictions or preferences.

Psychographically, Home Sweet Home Baked Goods targets individuals who are looking for quality desserts made from fresh ingredients but don’t want to sacrifice taste or convenience. The company is committed to creating innovative recipes that appeal to customers of all ages and encourages its customers to interact with staff members for advice or suggestions when ordering customized items – this gives them an added sense of security when selecting special orders knowing that they are getting exactly what they need from the bakery’s staff of experienced bakers. Moreover, Home Sweet Home Baked Goods’ commitment to using locally sourced ingredients resonates strongly with individuals who value sustainability and ethical production processes; this connection can become even stronger if the company decides to partner with local farms or purveyors when sourcing their ingredients in the near future.

Overall, Home Sweet Home Baked Goods is aimed at professional adults and families looking for delicious yet affordable treats made from quality ingredients as well as visitors interested in finding original recipes while discovering Bend’s culinary scene. By providing customer service excellence paired with locally sourced ingredients whenever possible, the company seeks not only to build a loyal customer base but also to contribute positively towards the overall development of Bend’s culinary industry.  

Competitor Analysis

Home Sweet Home Baked Goods will be entering a very competitive market in Bend, Oregon. The local bakery market is saturated with many established businesses that have been around for several years, offering a variety of products and services. Therefore, the company must assess the competition and identify its strengths and weaknesses in order to create effective differentiation strategies that will allow it to stand out from the crowd.

One of the main competitors in the region is The Baker’s Dozen Bakery, which has been operating since 2000. The business offers a wide range of baked goods such as cookies, cakes, muffins, brownies, doughnuts and more; their prices are slightly higher than those of Home Sweet Home Baked Goods but customers are willing to pay for their quality products. Furthermore, The Baker’s Dozen Bakery has built a strong reputation by catering events in the area as well as providing custom orders for special occasions. In addition to this, they also offer delivery services throughout Bend; while this may not be a major advantage over Home Sweet Home Baked Goods now due to the pandemic-related restrictions on food service industry operations in most areas, it could potentially become an important asset when things return to normal.

Another competitor is Sweeter Things Bakery & Cafe which has been running since 2013. This business specializes in customized cakes made with fresh ingredients; these expensive desserts appeal to customers looking for something extra special for weddings or birthdays whereas The Baker’s Dozen Bakery focuses more on traditional baked goods such as cupcakes and cookies. Sweeter Things Bakery & Cafe also offers delivery services throughout Bend just like The Baker’s Dozen Bakery – again, this could be an important factor once restrictions are lifted.

Finally, there is Kate’s Cupcakery which opened up in 2016 and focuses solely on cupcakes. While this business does offer unique flavors and custom designs that appeal to customers looking for something different from traditional cupcakes (i.e., gluten-free or vegan baked goods), its menu is limited compared to those offered by both The Baker’s Dozen Bakery and Sweeter Things Bakery & Cafe which provides wider varieties of baked goods plus other pastries like pies or tarts. Additionally, Kate’s Cupcakery does not offer delivery services so customers would have to visit the store if they want one of their cupcakes – this could pose a potential disadvantage if other competitors start providing delivery services once restrictions are lifted due to the pandemic situation.

Overall, while all three businesses have great potential they do not necessarily provide what Home Sweet Home Baked Goods plans on delivering: locally sourced ingredients used whenever possible combined with innovative recipes and custom designs catering specifically towards individual needs – all at reasonable prices that appeal both local residents and visitors alike. By leveraging these aspects that differentiate them from other competitors in the area, Home Sweet Home Baked Goods should be able to position itself as a leader in Bend’s bakery industry while still maintaining a competitive edge.

In order to do so, Home Sweet Home Baked Goods must focus on creating an engaging and unique atmosphere that will draw customers in. This can be done by utilizing modern design approaches and incorporating eco-friendly materials when possible as well as providing custom flavors that cannot be found elsewhere in the city. Offering discounts for orders placed online or through their app could also help to attract more customers while simultaneously cutting operational costs. Additionally, they must ensure that their products are of high quality; offering samples and feedback forms at the store are great ways to get customer opinions on what they like or dislike about a particular product – this information can then be used to make necessary improvements as needed or create new recipes. With the right combination of these elements, Home Sweet Home Baked Goods should be able to stand out from all other competitors in Bend and establish itself as the go-to bakery for all locals and visitors alike.

Home Sweet Home Baked Goods is a home-based bakery that offers locally sourced ingredients and innovative recipes. Our goal is to provide our customers with freshly made, high-quality pastries at reasonable prices. We offer custom flavors and designs for special occasions like weddings or birthdays as well as more traditional items such as cupcakes, cookies, pies, and tarts.

To drive foot traffic to our storefront location in Bend:

  • Products : We will focus on creating unique flavors (gluten-free/vegan options) along with custom designs catering specifically to individual needs.
  • Price : We will offer competitive prices that appeal both to local residents and visitors alike.
  • Promotion : We will use digital marketing methods such as a website, social media platforms, and app ads to reach a wider audience. Additionally, we will create promotional offers like discounts (e.g., 10% off orders placed online or through our app) and free samples at the store.
  • Place : To ensure quick delivery times, we will focus on developing relationships with local suppliers so that we can get ingredients quickly and efficiently whenever possible. This way customers can be sure that their orders are always freshly made when they arrive.

Home Sweet Home Baked Goods is a home-based bakery that offers locally sourced ingredients and innovative recipes to customers at reasonable prices. We specialize in custom flavors and designs for special occasions such as weddings or birthdays, as well as more traditional items such as cupcakes, cookies, pies, and tarts. As we expand to a storefront location in Bend, our goal is to create an engaging atmosphere that will draw customers in while providing quality products that can’t be found elsewhere.  

Daily Operations:

We will begin each day by prepping the ingredients and baking batches of our products. This includes sifting flour and pre-measuring all other ingredients so that our pastries are made with the utmost care and precision. In addition, we will also make sure to check the expiration date on all ingredients used to ensure freshness. Once this is done, we will start the baking process using various techniques such as panning dough into sheet pans or molds or piping batters onto parchment paper for cupcakes. After baking has been completed, we will package up the products for sale or delivery depending on customer orders. Finally, we will clean up any messes from the kitchen area before closing for the day.  

Milestones to Achieve:

The following milestones will be necessary to ensure the success of Home Sweet Home Baked Goods.

  • Develop Relationships with Local Suppliers – We will create relationships with local suppliers to get fresh ingredients as quickly and efficiently as possible.
  • Create a Website and Social Media Platforms – We will need to build a website that advertises our products, informs customers about delivery options, and provides contact information for orders. Additionally, we will develop social media accounts on popular platforms like Instagram and Facebook in order to reach a wider audience and engage customers through content marketing strategies.
  • Offer Promotional Offers – We will need to create promotional offers such as discounts or free samples at the store in order to draw more customers into the shop.
  • Develop Innovative Recipes – We will need to come up with new flavors, designs, and recipes in order to keep customers coming back for more.
  • Increase Visibility – We will need to use strategies such as app ads and digital marketing campaigns in order to increase the visibility of our business and reach more potential customers.

By achieving these milestones, we will be able to create a successful storefront location that provides quality products and an enjoyable atmosphere. Our goal is to become a fixture in the Bend community by creating a safe space where people can come together over delicious baked goods.  

The management team at Home Sweet Home Baked Goods is comprised of Jill Davis and her husband Sam. Jill and Sam have been a dynamic duo since they first met in college, and their enthusiasm for baking has helped them to build an empire out of their passion.

Jill is the co-founder and head baker at Home Sweet Home Baked Goods. She is a talented pastry chef with a keen eye for detail, ensuring that every product they produce meets their high standards. She has spent years perfecting her craft, creating innovative recipes with locally sourced ingredients to meet the needs of their customers. Her creativity and skill in the kitchen have earned her renown among local bakers, and she often receives requests from customers to create custom flavors or designs for special occasions such as weddings or birthdays.

Sam serves as co-founder and CEO of Home Sweet Home Baked Goods. He brings his wealth of business knowledge, acting as a strategic partner to Jill by overseeing operations, developing marketing strategies, and securing connections with suppliers. Sam’s dedication to customer service ensures that every customer gets the best possible experience when ordering from Home Sweet Home Baked Goods. His commitment to excellence has enabled them to consistently provide quality products at reasonable prices.

Together, Jill and Sam have turned a hobby into a successful business that specializes in fresh baked goods made with love for each customer who comes through its doors or orders online. Their passion for baking has enabled them to grow from a small home-based bakery into an established storefront location where they can continue providing exceptional products while getting to know their community better than ever before.  

Home Sweet Home Baked Goods is dedicated to providing quality baked goods and an enjoyable atmosphere for their customers. To ensure the success of their storefront, they need to create a comprehensive financial plan that outlines their projected growth and profitability.

In summary, Home Sweet Home Baked Goods’ financial plan is based on the following assumptions:

  • Initial Start-Up Capital – We will need to raise initial start-up capital of $30,000 in order to cover expenses such as rent, equipment, and inventory for our storefront location.
  • Profitability – We anticipate a 10% increase in sales every month, resulting in a steady growth of profitability.
  • Cost of Goods Sold – We estimate our cost of goods sold to be 35% which is lower than the industry average due to our commitment to quality ingredients and competitive prices.
  • Working Capital – Our working capital requirement will need to be adequate enough to cover at least three months of inventory, wages for staff, and other operating expenses.
  • Financing – We plan to raise funds from a combination of personal savings, investors, and bank loans in order to meet our initial start-up capital requirements.
  • Expansion – We anticipate the need for additional space or equipment within 12 months of opening.
  • Taxes – We plan to pay estimated taxes quarterly throughout the year in order to remain compliant with federal regulations.

These assumptions will form the basis of our financial plan for Home Sweet Home Baked Goods and will help us to determine how we should allocate funds in order to reach our desired business goals. With this financial plan, we hope to transition Home Sweet Home Baked Goods into a successful storefront business.  

Sample Menu

1. Fresh Bread:

  • White Sandwich Loaf
  • Whole Wheat Loaf
  • Raisin Walnut Bread
  • Italian Herb & Cheese Loaf
  • Cinnamon Swirl Bread

2. Cookies:

  • Chocolate Chip Cookies
  • Peanut Butter Cookies
  • Vanilla Layer Cake with Strawberry Filling and Cream Cheese Frosting
  • Carrot Cake with Cream Cheese Frosting
  • Red Velvet Cupcakes with Cream Cheese Frosting

4. Pies and Tarts:

  • Apple Pie with Crumb Topping
  • Lemon Meringue Tart

5. Specialty Desserts:

6. Coffee Drinks & Teas:

  • Cold Brew Coffee

7. Smoothies & Shakes:

  • Strawberry Banana Smoothie
  • Mango Pineapple Shake

Financial Statements

Balance sheet.

[insert financial statement]

Income Statement

Cash flow statement, how to finish your bakery business plan in 1 day.

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Delicatessen and Bakery Business Plan

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The Bronx Deli and Bakery

Management summary management summary will include information about who's on your team and why they're the right people for the job, as well as your future hiring plans.">.

Barry will manage the daily operation of the Bronx Deli and Bakery. He has ten years of experience working in the restaurant industry.  Before relocating to Richmond, Barry was manager of two deli/bakeries in New York City.  Barry was the Bakery Manager for Zoey’s Deli and Bakery for six years, managing a staff of five. During that time, the business grew by 15% each year.

In 1996, Barry became the Manager of Sherman’s Deli and Bakery where he managed a staff of ten.  For the four years Barry was the manager he was able to cut production cost by 16%.

6.1 Personnel Plan

Besides Barry Cohn, the Bronx Deli and Bakery will have a staff of seven:

  • Kitchen staff (3);
  • Waiters/waitresses (2).

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management plan for bakery business


  1. Bakery Business Plan Template Sample Pages

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  5. Bakery Business Plan Template with Example and Sample Financials

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  6. Bakery Business Plan Template Awesome Business Plan for Pastry Shop

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  1. Bakery Business Plan Template & Sample (2023)

    Management Team - In this section, you will provide information on yourself as the talented baker, your team, your experience, and your roles in the company. Financial Plan - In this section of your bakery financial plan, you will include your financial statements: income statement, balance sheet, and cash flow statement.

  2. How to Write a Bakery Business Plan

    1. Write an Executive Summary Although it's the last thing you'll write for your bakery business plan, an executive summary is the first thing you hand to bankers or potential investors. That's because this is an over-arching summary of your bakery's business plan.

  3. How to Write a Business Plan for a Bakery

    Write a company overview. Run a market analysis. Describe your organizational structure. List the products you plan to offer. Draft a marketing plan. Think about finances. Create an appendix. Write your executive summary. Not knowing what the future will bring is one of the most stressful parts of starting a new business.

  4. Bakery Business Plan: How to write it [Complete Guide]

    Why do you need a business plan for a bakery? The purpose of a business plan is to secure funding through one of the following channels: Obtain bank financing or secure a loan from other lenders (such as a SBA loan) Obtain private investments from investment funds, angel investors, etc. Obtain a public or a private grant

  5. How To Write a Bakery Business Plan: Your Recipe for Success

    section of your bakery business plan is a summary of the document and its contents. Remember, this is meant to highlight what's to come in your business plan, not serve as a summary of your business idea. The executive summary should be about a page in length and answer the following questions: The Secret Recipe to Scale a DTC French Bakery

  6. Bakery Management

    Bakery management encompasses all activities intended to manage bakery operations. It may include but is not limited to the following 10 macro-processes: Production planning and demand forecasting Raw materials and ingredients supply Production management Engineering and maintenance Plant personnel management Continuous improvement

  7. How to Create a Bakery Business Plan in 7 Steps

    7. Financial Analysis and Projections. For the last section of your bakery business plan, you will focus on the financial projections for your business. You'll outline the potential costs for ingredients, equipment, technology, bills, and salaries that will keep your bakery running.

  8. Bakery Business Plan (How to Write & Template)

    Step 1: Gather Information Before you begin writing your bakery business plan, gather the following crucial information to lay a strong foundation: Define your target market for the bakery. Identify your unique selling proposition (USP) that sets your bakery apart. Determine your pricing strategies for different baked goods.

  9. Bakery Management: How To Expertly Manage Your Bakery

    Streamline Business Operations Processes. Various bakery management tips can help you streamline your business operations. This could include things like automating repetitive tasks, using software to manage customer orders, and establishing clear procedures for staff. By streamlining your operations, you can improve efficiency and reduce costs.

  10. Bakery Business Plan Template & Guide [Updated 2023]

    Bakery Business Plan If you want to start a bakery business or expand your current one, you need a business plan. Over the past 20+ years, we have helped over 5,000 entrepreneurs and business owners create business plans to start and grow their bakery businesses.

  11. Examples of Management Strategies for a Cake Bakery Business

    The differentiation focus bakery management plan is similar to the differentiation strategy but, like the cost focus strategy, it focuses on a narrow niche in the market. For a bakery...

  12. Free Bakery Business Plan Template & Writing Guide [2023]

    What You'll Get with This Free Bakery Business Plan Template: A business plan template for a bakery that can be edited in Word or Pages. Tips, tricks, and instructions to help you create a winning business plan for your bakery. 8 customizable sections, including an executive summary, market analysis, and operations plan.

  13. Writing an Operational Plan for a Bakery Business

    Another thing to include in your operational plan for a bakery business is how you'll structure your business and organise the daily workload. In this section, think about which baked goods you'll sell and how much you'll charge for them. Also, outline how you'll accept payment from customers and manage your shop and baking needs.

  14. How to Start a Bakery (with Business Plan)

    How to Start a Baking Business. Whether you're passionate about creating decoratively frosted cakes or artisan sourdough loaves, you must create an action plan for turning your passion for baking into a business.Discover the steps of opening a bakery below. 1. Choose a Bakery Style. While there are many bakery business models, they all fall under one of two umbrella categories: retail and ...

  15. Bakery Business Plan Management Team

    Bakery Business Plan Management Team - PlanBuildr Bakery Business Plan Template Management Team Baked Bee Bakery will be led by Janette Green and her daughter, Mary Green-Philips. Janette Green, Co-Owner

  16. How to Successfully Write a Bakery Business Plan

    With a solid business plan as your recipe, your bakery can become a beloved destination for pastry enthusiasts and a sweet success story. Free bakery business plan example. If you're ready to start your own bakery business, you can check out our free bakery business plan example from our library of over 550 sample business plans. Get started ...

  17. Specialty Baker Business Plan

    6.1 Personnel Plan Once the bakery becomes established and the cash flow is steady, we would like to hire one person for counter help and another assistant baker. The table below illustrates the needs of the current employees, plus the integration of two more employees within three months of operation.

  18. Bakery Business Plan Executive Summary

    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 Start Your Bakery Plan Here Executive Summary Business Overview

  19. How to Write a Bakery Business Plan

    This is why it's crucial for your business plan to include information about the management and team structure of your bakery. If you are the baker and business owner, consider what roles you will need to fill and who to hire to help you run your business, or if you plan to run an individual or family business.

  20. Sample Bakery Business Plan For Inspiration

    The bakery business plan sample below will give you an idea of what one should look like. ... Management Team; Financial Plan; Appendix . Executive Summary. Home Sweet Home Baked Goods is a home-based bakery in Bend, Oregon that has been operating successfully for the last 3 years. Founded by talented baker Jill Davis and her husband Sam, Home ...

  21. Free Bakery Business Plan Template + Example

    Bakery Business Plan What you'll get with this template: A complete business plan 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. A professional business plan template

  22. How to Write Your Bakery's Operations Plan

    It's worthwhile to spend the time necessary to get this part of the business plan just right. At the end of the day, your bakery is more than a collection of equipment, tables, and recipes. Every restaurant has a story - this is a chance to write your own. Let's dive into all the details you need in your bakery operations plan to attract ...

  23. Delicatessen and Bakery Business Plan

    6.1 Personnel Plan Besides Barry Cohn, the Bronx Deli and Bakery will have a staff of seven: Kitchen staff (3); Baker (2); Waiters/waitresses (2). Need real financials We recommend using LivePlan as the easiest way to create automatic financials for your own business plan. Create your own business plan