Watch What is in our Bar and Lounge Business Plan Template

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Video Transcript

Introduction

Hey all, my name is Paul Borosky, and I’m the owner of Quality Business Plan.
Today, I’d like to give you an inside look at what’s included in my Bar and Lounge Business Plan Template.

Video Overview

Here’s how this video will go:
First, I’ll share a quick background on who I am, what I do, and why I do it.
Then, I’ll walk you through the Word document and Excel file included in the template.
This video will be short, simple, and to the point — just to give you a taste of what’s inside.

About Me

As promised, a little about me — I’m Paul Borosky, MBA, and the owner of Quality Business Plan.
I’m a professional business and financial writer.
If you’d rather skip the “fun and excitement” of writing your own plan, give me a call, text, or email — I’d be delighted to write it for you.
You can also find my books on business plan writing on Amazon.
I’m an adjunct professor and subject matter expert in both business and finance.
So, if you need help with your financial projections, I can do those for you as well.

Template Files Overview

The Bar and Lounge Business Plan Template includes:

• A Word document for your written plan.

• An Excel financial model for projections.
  Important: This template works only with Microsoft Word and Excel — not Google Docs or Apple products.

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Inside the Word Document

Title Page

Start by adding your business name and logo. Simply highlight the placeholder text and replace it with your details.

Table of Contents

When finished editing, click Update Table → Update Entire Table to refresh all headings and page numbers.

Executive Summary

Update the yellow-highlighted areas with your information.
Include:

• Company overview

• Target market

• Financial highlights

• Funding request

Company Description

This is where you describe your bar and lounge.
Add your menu, drink offerings, and competitive advantages.
The layout is flexible — you can expand or simplify as needed.

Business Objectives & Timeline

This section gives readers a short strategic plan showing your goals for 3, 6, and 12 months.

Industry Analysis

Pre-filled with summarized data from IBISWorld and or other sources to avoid plagiarism.

SWOT Analysis

Use the SmartArt tool to update your Strengths, Weaknesses, Opportunities, and Threats.

Organizational Structure

Update your ownership and team information.
Click SmartArt → Arrow to modify positions as needed.

Marketing Plan

Covers:

• Traditional marketing

• Internet marketing

• Social media marketing
  You can also add networking strategies here.

Funding Request

Clearly outline how much funding you need to start or expand your bar.

Financial Projections

Copy your data from the Excel file into this section.
Includes monthly projections for year one and annual projections for years one through five.

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Inside the Excel Financial Model

Revenue and Costs

Enter your customer count, prices, and variable costs.

Labor Section

Add your staff roles, pay rates, and total salaries.

Startup Costs

List your initial expenses, equity, and loans.

Fixed Monthly Costs

Input rent, utilities, and other ongoing costs.

Loan Details

Enter loan amount, interest rate, and term — the model automatically calculates payments.

Only edit the dark blue cells — everything else updates automatically.
Your profit and loss and five-year income statement will refresh instantly after changes.

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Closing

Thank you for watching, and as always — have a great day!

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