Bakery Business Plan Guide & Infographic

FormSwift’s 2015 Summer Scholarship asked college students across the country to come up with a sample business plan for one of five categories: Bakery, Restaurant, Salon, Personal Training and Trucking. We chose the best sample business plan for each category, and one scholarship winner.

Out of This World Sweets

The sample business plan and infographic below are from the winner of the 2015 Summer Scholarship, Kelly Thanh Nga Le, a student at Clemson University in South Carolina. Her business plan is for Out of This World Sweets - her dream bakery business. We hope you enjoy her ideas just as much we did!


Fascinated in travel and diverse cultures - but maybe unable to leave home? Curious to explore different desserts - but uncertain how to find them? Open to a variety of tastes and cultures - and intrigued by an ever-changing menu? Interested in learning about other cultures - and looking to find others that share your passions?


Welcome to Out of This World Sweets, a new bakery dedicated to providing a variety of sweets from several countries in one convenient place. We welcome everyone to enjoy these authentic and affordable desserts from many cultures in the world in a safe and friendly environment.


Our mission is to produce quality in bakery products that are authentic to cultures across the world and affordable to our customers. As a dedicated team of talented and worldly individuals, we will serve a variety of international products using the finest ingredients and efficient service. We aim to create a clean and inviting environment that provides our customers with greater perspective and insight for the cultures of the world as well as respect for all kinds of multicultural diversity.



  • Achieve total revenue of over $100,000 in first year
  • Start-up costs at $300,000 for kitchen equipment and store construction are to be financed by outside investment.
  • Profits must exceed start-up costs through a cost-effective menu that is affordable and interesting, in order to attract customer sales. Strong profits will allow investors to become profitable from this bakery.

Key Members:

  • Gain a committed team of talented individuals from several backgrounds
  • Key members include bakers that can produce the quality bakery products with authentic taste of several cultures. We will consider specialists of different countries or areas (for example, a specialist in Spanish products.)
  • We are also looking for planners to continuously consider our menu and host events that produce insight into other cultures.

Target Audience

  • Gain a dedicated customer base and strong presence in the community
  • Serve a variety of affordable bakery products from several countries to attract customers. Provide efficient and friendly service to achieve customer satisfaction.
  • Strive for a clean and comfortable environment that allows customers to share their world interests. Frequently host events and holiday celebrations to attract customers and give perspective to other cultures.


  • Increase second year sales by 30%
  • Expand marketing and advertising in news and word of mouth to increase customer base.
  • Stress reputation as a small unique bakery that provides the delights of travel with the convenience of home, as well as an environment ot learn more about multiculturaul diversity with others. We will control costs and maintain food costs below 40% of revenue.

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Please attribute this infographic to and Kelly Le.


FormSwift is proud to present the winning free bakery business plan example. Each year, FormSwift provides a $1,000 scholarship opportunity for students. All they have to do is submit a business plan for a select category. This winning free bakery business plan and infographic provides you with the key elements that you need to include in your business plan. This year’s freebakery business plan and $1,000 scholarship award recipient is Kelly Thanh Nga Le of Clemson University. We know that you’ll enjoy her bakery business plan just as much as we did! Don’t forget to check out all of the other business forms that FormSwift has made available to small business owners and entrepreneurs!

The Core Elements to Building a Successful Business Plan

  1. Cover Sheet

    • Business Logo
    • Company name, address, phone number
    • Name of people creating plan
    • Date of plan's creation
    • Sum up in a paragraph the two main objectives for the business
  2. Mission Statement

    • Sum up in a paragraph or two the main objectives of the business.
    • It should be concise and answer the following: Why does your business exist? What special services, skills or approaches make you stand out from your competitors? What will your business' public image be? What do you want for your customers?
  3. Marketing Overview

    • Describe target market (group of customers you sell to)
    • Illustrate present or future competition
    • Relate what edge your product has in the existing market
  4. Business Summary

    • Include essential background information and structure of business.
    • Description of Business’ Legal Entity
    • Descriptive overview of products or services offered
    • Overview of business assets and future projections
    • Any specifications in regards to the business location
    • Other miscellaneous facets of business:
      • record-keeping
      • security
      • insurance
  5. Marketing Strategy

    • Describe the marketing campaign that will be undertaken.
      • Include market entry plan (if a new company)
      • Role of location in marketing methods
      • Pricing strategy
    • Plan for distributing products/services.
    • Provide a summary of industry trends and advanced planning through a SWOT analysis.
  6. Management Structure

    • Description of how the company is organized
      • What are the job titles?
      • What are the responsibilities of each position?
      • The people chosen for relevant positions (if applicable)
  7. Financial Overview

    • Sum up your business' financial requirements.
    • Provide a statement describing your funding sources and how you intend to apply said funds.
    • Describe your budget.
    • Provide a three-year income projection and a break-even analysis graph.
    • Provide statements reflecting past performance.
    • Provide a balance sheet with a summary conclusion section
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