Home Care Business Plan Template with Marketing & Financial Projections

Home Care Business Plan

This Home Care Business Plan bundle templates-fill out digitally, or manually!

📁 Home Care Business Plan Template (Fully Editable)
📁 Company Financial Sheets
📁 Client Rate V.s. Employee Wage Formula

Use this business template to apply for loans, and grants to start or expand your non-medical home care business!🚀

*ANY SUPPORTING TEMPLATES CAN BE PURCHASED IN THE SHOP (INDIVIDUALLY/BUNDLES)*

CONTENTS OF HOME CARE BUSINESS PLAN (29 PAGES)

TABLE OF CONTENTS
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HOME CARE BUSINESS INFORMATION
EXECUTIVE SUMMARY
• INTRODUCTION & COMPANY BACKGROUND
• BUSINESS DESCRIPTION
• PROPOSED SERVICES
• COMPANY SERVICES & RATE SHEET
HOME CARE MARKETING PLAN
• PURPOSE
• VISION
• MISSION
• VALUES
HOME CARE MARKET ANALYSIS
• TARGET MARKET
• WHAT PROBLEM IS BEING SOLVED
• TYPE OF COMPETITORS
• COMPANY ADVANTAGE
COMPETITION RESEARCH
• COMPETITOR CALL SCRIPT
• TOP 5 HOME CARE BUSINESS COMPETITOR CHART
SWOT ANALYSIS
MARKETING BUDGET
• PHYSICAL PROMOTION
• DIGITAL PROMOTION
GENERAL CHARACTERISTICS OF HOME CARE INDUSTRY
• CURRENT HOME CARE TRENDS
• FUTUR HOME CARE TRENDS
GAP ANALYSIS
KEY OBJECTIVES & SUCCESS METRICS
TIMELINE & MILESTONES
SERVICES PROVIDED
MARKETING SALES PLAN
• MARKETING CHANNELS
• MARKETING MATERIALS
• ATTRACTING NEW CLIENTS
• CLIENT RETENSION INCENTIVES
• REFERRAL RESOURCES
• PRICING DISTRIBUTION
COMPANY TEAM COMMUNICATION
CLIENT CARE PLAN
CLIENT CARE TASKS
CARE WORKER ARRIVAL & DEPARTURE TRACKING
CLIENT CARE REPORTING
QUALITY CONTROL ASSURANCE
CUSTOMER SATISFACTION REVIEW
HOME CARE COMPANY OWNER(S)
FULL TIME SALARY EMPLOYEES
HOURLY WAGE EMPLOYEES
COMPANY JOB DESCRIPTION TEMPLATES (filled out)
• PRESIDENT/CEO, GEN. MANAGER, CARE SUPERVISOR, SUPPORT WORKER
EMPLOYEE INFORMATION
• PLAN TO ATTRACT NEW EMPLOYEES
• EMPLOYEE BENEFITS
• RETENTION PLAN
• STAFF TRAINING REQUIREMENTS
• EMPLOYMENT AGREEMENT
BUSINESS RISK FACTORS
• MAIN RISK FACTORS
• PLANNED RESPONSE TO RISK FACTORS
• LIABILITIES-BUSINESS INSURANCE
LAWS FOR NON-MEDICAL HOME CARE PROVIDERS
CLIENTS RIGHTS AND RESPONSIBILITIES
BILLABLE HOURS OF SERVICE
CLIENT INVOICING
LATE PAYMENT POLICY
MANAGING ACCOUNTS PAYABLE
FINANCIAL PLANNING
• STARTUP / EXPANSION REQUIREMENTS
RAISING CAPITAL
LOAN(S)
• SOURCES OF FUNDS
• USE OF FUNDS
• SHORT TERM FUNDS REQUIRED
• FUNDS REQUIRED OVER 3-5 YR PERIOD
• BENEFITS OF LOAN(S)
• FINANCIAL REPORTING
FINANCIAL FORCASTING- EXCEL SHEETS
• PROJECTED STARTUP COSTS
• BALANCE SHEET
• OPERATING % MARGIN
• 12 MONTH & 5 YEAR CASH FLOW PROJECTION
• COMPANY ITEM DEPRECIATION SHEET
• STARTUP TASK SHEET
PROFESSIONAL ADVISORS & MENTORS
ASSOCIATION MEMBERSHIPS
STATE OF CONFIDENTIALITY & NON-DISCLOSURE
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This manual template is perfect for a:

⭐ Home Care Company/Agency
⭐ Senior Care Business
⭐ Personal Care Service
⭐ Elder Care Business
⭐ Private / Independent Caregivers planning to start an agency
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How can this template help?

⭐ Provide the foundation of your business operation
⭐ Move along your application process!!!!
⭐ Acquire business funding
⭐ Demonstrates professional organizational skills
⭐ Quick access to important information
⭐ To OPEN or EXPAND your home care business
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Main Features:

✔️ TABLE OF CONTENTS
✔️ MICROSOFT WORD DOCUMENT
✔️ EXCEL-Financial templates
✔️ EDITABLE
✔️ Print to PDF
✔️ Send electronically!
✔️ Printable 🖨️
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⭐ How to add your logo instructions included

📥 Download, save master copy and start using the form immediately