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How to Write a Successful Coffee Shop Business Plan (with Template)

  • By Tam Nguyen

coffee shop business plan

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

What is A Coffee Shop Business Plan?  

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

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

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

1. Clear Vision and Objectives

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

2. Financial Planning

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

3. Operational Efficiency

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

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

1. Executive Summary

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

What should you cover in an Executive Summary?

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

2. Coffee Shop Business Description

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

What should you cover in the Coffee Shop Description section?

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

3. Market Analysis

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

What should you cover in this section?

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

4. Organization and Management

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

What should you cover in the Organization and Management Plan?

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

5. Sample Menu

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

What should you consider when creating a Sample Menu?

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

6. Marketing Plan

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

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

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

7. Operations Plan

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

What Operational Issues should you address in your Business Plan?

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

8. Financial Plan

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

How Much Does It Cost to Start a Coffee Shop?

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

How Many Ways to Fund Your Coffee Shop?

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

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

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

9. Financial Projections

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

Break-even analysis:

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

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

Projected profit and loss statement:

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

Cash flow analysis:

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

Coffee Shop Business Plan Template 

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

2. Description of the Coffee Shop

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

3. Menu Offer

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

4. Market and Competition Analysis

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

5. Investment Plan (Detailed Cost Analysis)

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

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

Operating Costs (Monthly): $17,000

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

6. Financial Forecast

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

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

8. Marketing Plan

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

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

Tips For Writing a Business Plan For a Coffee Shop

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

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

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

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

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

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

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

Frequently Asked Questions

1. how profitable is owning a coffee shop.

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

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

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

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

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

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

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

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

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

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

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How to Write a Coffee Shop Business Plan + Free Template

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2. Write an executive summary

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

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

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

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

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

3. Conduct a competitive and market analysis

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

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

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

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

Customer analysis

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

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

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

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

Competitors analysis

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

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

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

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

SWOT analysis of a coffee shop business

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

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

4. Prepare a company overview

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

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

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

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

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

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

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

5. Present your sample menu

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

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

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

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

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

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

6. Coffee shop design and layout

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

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

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

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

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

location of coffee shop business

7. Prepare a coffee shop marketing plan

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

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

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

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

Overall a comprehensive marketing plan must answer the following questions:

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

marketing strategy for coffee shop business

8. Introduce your management team

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

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

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

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

9. Outline your operational plan

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

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

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

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

10. Create a Financial Plan

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

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

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

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

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

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

coffee shop business profit breakdown

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

Coffee Shop Industry Highlights 2023

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

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

Related Coffee Shop Resources

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

Download a sample coffee shop business plan

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

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

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

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

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Write your business plan with Upmetrics

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

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

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

The key elements of a coffee shop business plan are

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

Should we consider franchising our coffee shop?

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

What is a traditional business plan for a coffee shop?

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

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

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

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

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

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

About the Author

business plan template for coffee shop free

Upmetrics Team

Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more

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Coffee Shop Business Plan Template

Written by Dave Lavinsky

Business Plan Outline

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

Coffee Shop Business Plan

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

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

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

Coffee Shop Business Plan Sample

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

Next Section: Executive Summary >

Coffee Shop Business Plan FAQs

What is a coffee shop business plan.

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

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

What Are the Main Types of Coffee Shops?

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

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

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

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

How Much Does it Cost to Start a Coffee Shop?

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

How Do You Get Funding for Your Coffee Shop Business?

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

How to Start a Coffee Shop?

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

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

  • How to Start a Coffee Shop Business

Where Can I Get a Coffee Shop Business Plan PDF?

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

BUSINESS STRATEGIES

How to write a coffee shop business plan

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

How to create a coffee shop business plan

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

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

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

Top benefits of creating a coffee shop business plan

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

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

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

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

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

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

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

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

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

How to create a coffee shop business plan in 6 steps

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

Executive summary

Business and domain names

Market analysis and research

Operations plan

Marketing and advertising plan

Financial plan

01. Executive summary

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

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

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

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

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

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

02. Company and domain names

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

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

When choosing a domain name consider the following best practices:

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

Choose a name that is easy to spell and remember

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

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

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

03. Market analysis and research

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

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

04. Operations plan

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

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

05. Marketing and advertising strategies

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

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

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

Learn more: How to make a website

06. Financial plan

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

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

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

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

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

Specify how you plan to secure funding

Highlight when you anticipate reaching profitability and generating positive cash flow

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

steps to developing a business plan

Coffee shop business plan examples

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

Coffee shop business plan template 1: Coffee Haven Café

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

Company and domain name

Company name: Coffee Haven Café

Domain name: www.coffeehavencafe.com

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Company name: Brew & Gather Coffee House

Domain name: www.brewandgathercoffee.com

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

How profitable is a coffee shop?

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

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

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

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

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

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

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

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

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

Why do coffee shops fail?

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

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

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

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

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

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

Coffee shop business plan FAQ

How do you start a coffee shop business plan.

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

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

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

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

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

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

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

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

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

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Coffee Shop Business Plan Template [Updated 2024]

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Coffee Shop Business Plan Template

If you want to start a Coffee Shop or expand your current Coffee Shop, you need a business plan.

The following Coffee Shop business plan template gives you the key elements to include in a winning Coffee Shop business plan.

You can download the Coffee Shop business plan template (including a full, customizable financial model) to your computer here.

Coffee Shop Business Plan Sample

I. executive summary, business overview.

[Company Name], located at [insert location here] is a new, hip coffee shop focusing on providing a variety of high-quality coffee drinks and teas, locally-made pastries, and snacks. Our product line fits nicely for those who seek a snack and drink to take to go or to sit in our seating area.

Services [Company Name] will offer a wide range of coffees and coffee drinks, teas, and a selection of food items. A small seating area will allow social meetings within the coffee shop. Several products on the menu will be highlighted as being our specialties, using recipes developed by the coffee shop’s founders.

Customer Focus [Company Name] will primarily serve the residents who live within a 2-mile radius of our coffee shop and workers within a quarter mile radius. The demographics of these customers are as follows:

  • 27,827 residents
  • 1,750 workers (who do not live the neighborhood)
  • Average income of $54,700
  • 38.9% married
  • 49.6% in Mgt./Professional occupations
  • Median age: 34 years

Management Team [Company Name]is led by [Founder’s Name] who has been in the food service business for 20 years. While [Founder] has never run a coffee shop himself, he has waited at area restaurants for 5 years, been a cook for 5 years, and taught cooking classes at the local culinary institute for 5 years. As such [Founder] has an in-depth knowledge of the food service business including the operations side (e.g., running day-to-day operations) and the business management side (e.g., staffing, marketing, etc.).

Success Factors

[Company Name] is uniquely qualified to succeed due to the following reasons:

  • There is currently no hip coffee shop targeting the younger demographic in the community we are entering. In addition, we have surveyed the local population and received extremely positive feedback saying that they explicitly want to frequent our business when launched.
  • Our location is in a high-volume area with little direct traffic, and will thus be highly convenient to significant numbers of passersby each day.
  • The management team has a track record of success in the restaurant business.
  • The coffee shop business is a proven business and has succeeded in communities throughout the United States.
  • Market trends such as the growth in coffee as an American drink spearheaded by Starbucks support our business opportunity.

Financial Highlights

[Company Name] is currently seeking $360,000 to launch. Specifically, these funds will be used as follows:

  • Coffee shop design/build: $180,000
  • Working capital: $180,000 to pay for marketing, salaries, and land costs until [Company Name] reaches break-even.

financial-highlights-restaurant

II. Company Overview

Who is [company name].

[Company Name] located at [insert location here] is a new, hip coffee shop focusing on providing a variety of high-quality coffee drinks and teas, locally-made pastries, and snacks. Our product line fits nicely for those who seek a snack and drink to take to go or to sit in our seating area.

[Company Name] was founded by [Founder’s Name]. While [Founder’s Name] has been in the foodservice business for some time, it was in [month, date] that he decided to launch [Company Name]. Specifically, during this time, [Founder] took a trip to Fort Lauderdale, FL. During his trip, [Founder’s Name] frequented an independently-owned coffee shopthat enjoyed tremendous success, even in the neighborhood of a Starbucks. After several discussions with the owner of the restaurant, [Founder’s Name] clearly understood that a similar business would enjoy significant success in his hometown.

Specifically the customer demographics and competitive situations in the Fort Lauderdale location and in [insert location here] were so similar that he knew it would work. Furthermore, after surveying the local population, this theory was proven.

[Company Name]’s History

Upon returning from Fort Lauderdale, surveying the local customer base, and finding a potential retail location, [Founder’s Name] incorporated [Company Name] as an S-Corporation on [date of incorporation].

[Founder’s Name] has selected three initial locations and is currently undergoing due diligence on each property and the local market to assess which will be the most desirable location for the coffee shop.

Since incorporation, the company has achieved the following milestones:

  • Developed the company’s name, logo and website located at www…
  • Created the menu
  • Determined equipment and inventory requirements
  • Began building relationships with coffee, tea, and pastry suppliers to the local region

[Company Name]’s Services

Below is [Company Name]’s initial menu. As you can see all items are classified under the following five main categories: 1. Coffee & Espresso 2. Tea 3. Pastries

III. Industry Analysis

You can download the Coffee Shop business plan template (including a full, customizable financial model) to your computer here. [Company Name]directly or indirectly competes with all foodservice providers nearby our coffee shop that offer similar dining experiences. Competition will come from supermarkets, restaurants, coffee shops, bakeries and other retail establishments. Direct competition will come from companies offering brewed coffee and grab n’ go food products similar to [Company Name].

Industry Statistics& Trends

The following industry size facts and statistics bode well for [Company Name].

  • According to CoffeeResearch.org, there are over 108 million coffee consumers in the United States who spend an average of $164.71 per year on coffee.
  • 54% of the adult population in the United States drinks coffee daily.
  • An additional 25% of Americans drink coffee occasionally, but not daily. This represents a $9.2 billion retail industry.
  • Among coffee drinkers, coffee consumption in the US is 3.1 cups of coffee per day
  • Men drink 1.9 cups per day on average and women drink 1.4 cups per day on average
  • 17% of adult U.S. population consumes a gourmet beverage on a daily basis
  • Consumption of iced coffee has risen significantly in recent years
  • 61% of coffee drinkers believe coffee improves their mental acuity

IV.Customer Analysis

Demographic profile of target market.

[Company Name]will serve the residents of [company location] and the immediately surrounding areas as well as those who work in [company location].

The area residents and workers we serve are affluent and hard-working and are expected to drink coffee more often and regularly than the national averages.

The precise demographics of the town in which our retail location resides is as follows:

Customer Segmentation

We will primarily target the following three customer segments:

  • Couples: The restaurant will attract couples looking for a spot to meet between and before meal times.
  • Local workers: Approximately 1,750 individuals work in offices or stores within a quarter mile of our location and we expect a fair portion of these individuals to frequent us before starting in the morning, on lunch breaks, and after leaving work.
  • Shoppers: Due to our location on a traditional main street, visiting shoppers from the town and beyond will visit when they tire from walking or are in need of a snack while window shopping.

V.Competitive Analysis

Direct & indirect competitors.

The following coffee shops are located within a 2 mile radius of [Company Name], thus providing either direct or indirect competition:

Joe’s Coffee Shop

Joe’s Coffee Shop is described by local press reviews as “a working man’s coffee shop” and has been in business for 32 years. Joe’s offers basic options for coffee and drinks, as well as sandwich options.

Joe’s offers lunch which encourages those on a meal break or taking a meal for the day at work, but has limited beverage options. Joe’s is also located on the outskirts of town and caters primarily to commuters who enter the town for work. It is not characterized as a sit-down establishment, with a focus on to-go service from the counter.

Old Time Organic Café

Old Time Organic Café has been in business for 5 years. Old Time offers a variety of baked goods, organic teas and coffees, and sandwiches served to-go.

While Old Time Organics’ food is entirely organic, they have a very limited selection of items. The location only has four sit down tables and is thus targeting to-go customers that are either stopping for a quick breakfast or picking up baked goods and coffee for work.

Starbucks opened a location in the shopping district of [Company location] one year ago. Starbucks has been successful, especially with visitors from out-of-town, but is also victim of a backlash. There was a high level of controversy when it moved to town, with a large and vocal group of townspeople condemning it moving into town.

[Company Name] has several advantages over Starbucks including:

  • Starbucks does not offer as extensive a rotating menu of flavored coffees
  • Starbucks’ specialty coffees will not be as high quality as [Company Name]’s house blends
  • Starbucks is avoided by a growing number of townspeople who hate the idea of chain establishments moving into their town.

We expect that Starbucks will continue to thrive based on its location and excitement about a recognizable chain among some townspeople and most visitors. However, we expect that more and more customers will frequent [Company Name] based on the high-quality ingredients we use, product selection, and the fact that we are independently owned and operated.

Competitive Advantage

[Company Name] enjoys several advantages over other coffee shops. These advantages include:

  • High Quality Ingredients: [Company Name] will work with the best local suppliers for its coffees, teas, and pastries, and take special care to create and market test its own house blends which will be appreciated by gourmet coffee drinkers.
  • Management: Our management team has years of business and marketing experience that allows us to market and serve customers in a much more sophisticated manner than our competitors.
  • Relationships: Having lived in the community for 25 years, [Founder’s Name] knows all of the local leaders, newspapers and other influencers, including the local leaders who fought the Starbucks opening two years ago. As such, it will be relatively easy for us to build branding and awareness of our coffee shop.

VI.Marketing Plan

The Marketing Plan describes the type of brand [Company Name] seeks to create and the Company’s planned promotions and pricing strategies.

The [Company Name] Brand

The [Company Name] brand will focus on the Company’s unique value proposition:

  • Offering high-quality beverage and food items including coffee, teas, iced drinks, pastries, and more
  • Offering a unique and wonderful house coffee blend
  • Offering a convenient location that offers both eat-in or take-out options
  • Providing excellent customer service

Promotions Strategy

[Company Name] expects its target market to be individuals working within a quarter mile radius and living within a 2-mile radius of its café. The Company’s promotions strategy to reach these individuals includes:

Direct Mail

[Company Name] will blanket neighborhoods surrounding its locations with direct mail pieces. These pieces will provide general information on [Company Name], offer discounts and/or provide other inducements for people to frequent the restaurant.

Public Relations

We will contact all local and area newspapers and television stations and send them a press release describing the opening and unique value proposition of [Company Name].

Advertising

[Company Name] will initially advertise in local newspapers and sponsor community events in order to gain awareness.

[Company Name] employees will initially give free coffee samples to passersby to enable them to taste the quality of our house blend and learn about us.

Ongoing Customer Communications

[Company Name] will maintain a website and publish a monthly email newsletter to tell customers about new events, products, and more.

Pre-Opening Events

Before opening the restaurant, [Company Name] will organize pre-opening events designed for prospective customers, local merchants and press contacts. These events will create buzz and awareness for [Company Name] in the area.

Pricing Strategy

[Company Name]pricing will be moderate so customers feel they receive great value when patronizing the restaurant. Pricing will be higher than Joe’s Coffee Shop, and on par with Starbucks and Old Time Organics Café.

VII.Operations Plan

Functional roles.

In order to execute on [Company Name]’s business model, the Company needs to perform many functions including the following:

Administrative Functions

  • General & administrative functions including legal, marketing, bookkeeping, etc.
  • Sourcing and storing ingredients
  • Hiring and training staff

Kitchen Functions

  • Food preparation
  • Coffee brewing and blending

Retail Functions

  • Order taking and fulfillment (for take-out and eat-in)
  • Customer service
  • Janitor/maintenance personnel to keep the coffee shop clean

[Company Name] expects to achieve the following milestones in the following [] months:

VIII. Management Team

Management team members.

[Company Name]is led by [Founder’s Name] who has been in the foodservice business for 20 years.

While [Founder] has never run a coffee shop himself, he has taught cooking classes as the local culinary institute for 5 years. Two courses that he taught included:

  • This course was designed to give students an overall understanding of basic dishes that could be cooked for everyday healthy home-style meals
  • This course was designed to give students an overall understanding of how to grind and blend coffee beans to create distinctive flavors

[Founder] has also worked part-time at restaurants throughout the region. Specifically, he has worked for Gianna’s Patisserie and Mike’s Place, where he was responsible for overseeing kitchen quality.

[Founder] graduated from the University of ABC where he majored in Communications and from the local culinary institute with a certificate in foodservice management.

Hiring Plan

[Founder] will serve as the coffee shop manager. In order to launch the coffee shop, we need to hire the following personnel:

  • Wait staff (3 full-time equivalents to start)
  • Busboy (1 to start)
  • Part-Time Bookkeeper (will manage accounts payable, create statements, and execute other administrative functions)

IX. Financial Plan

Revenue and cost drivers.

[Company Name]’s revenues will come from the sale of drinks and food to its customers.

The Company will have eat-in and takeout systems to cater to a broad spectrum of customers in its target market.

The major costs for the company will be food and drink supply costs, salaries of the staff, and rent for a small, but prime location. In the initial years, the company’s marketing spend will be high, as it establishes itself in the market.

Capital Requirements and Use of Funds

[Company Name] is seeking a total funding of $360,000 to launch its coffee shop. The capital will be used for funding capital expenditures, manpower costs, marketing expenses and working capital.

Specifically, these funds will be used as follows:

  • Coffee shop design/build: approximately $180,000
  • Working capital: approximately $180,000 to pay for Marketing, salaries, and lease costs until [Company Name] reaches break-even

Key Assumptions& Forecasts

Below please find the key assumptions that went into the financial forecast and a summary of the financial projections over the next five years. Please see the Appendix for more detailed financial forecasting information.

5 Year Annual Income Statement

5 Year Annual Balance Sheet

5 Year Annual Cash Flow Statement

Coffee Shop Business Plan FAQs

What is a coffee shop business plan, do i need a coffee shop business plan, what should be in a coffee shop business plan.

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coffee business plan template

Coffee Shop Business Plan Template

Are you dreaming of opening your own coffee shop but don't know where to start? Look no further! Our free coffee shop business plan template is the perfect tool to help you get started. This comprehensive guide will walk you through the process of creating a solid business plan that will set you up for success. With our customizable template, you'll be able to tailor your plan to your unique vision and goals, so you can confidently launch your coffee shop with the right foundation in place.

business plan template for coffee shop free

Get the free business plan template here!

If you're looking to start a coffee shop and need a plan to get started, you're in the right place. This free business plan template is designed to help you create a comprehensive plan for your coffee shop that will guide you through the process of starting and growing your business.

Starting a coffee shop can be an exciting and rewarding venture, but it can also be challenging. With so many details to consider, it's easy to get overwhelmed. That's why a solid business plan is crucial for success. It will help you clarify your vision, outline your goals, and create a roadmap for achieving them.

Our coffee shop business plan template is designed to be easy to use, even if you have no previous business ownership experience. It includes all the sections you need to create a comprehensive plan, including:

  • Executive summary: This section provides an overview of your coffee shop, including your mission statement, products or services, target market, and financial goals.
  • Company description: This section provides more detailed information about your business, including its legal structure, ownership, and management team.
  • Market analysis: This section analyzes your target market and the competition in your industry. It includes information about your ideal customer, your competitors, and the overall market size and trends.
  • Products: This section outlines your coffee shop products, including any unique spin on them, and what impact you expect them to have.
  • Sales and marketing plan: This section outlines how you plan to reach and sell to your target market. It includes your pricing strategy and promotional tactics.
  • Financial projections: In this section we provide real examples of real coffee shop financial projections that show you exactly what you should include about your financial projections in your business plan.
  • Funding request: If you need funding to start or grow your business, this section will help you outline your funding needs and present your plan to potential investors or lenders.

Our coffee shop business plan template is completely customizable to fit your specific needs. You can add or remove sections as needed, and fill in the details that are most important to your business. The template includes helpful tips and guidance throughout, as well as examples of completed sections to help you get started.

To access the free coffee shop business plan template, simply enter your email address and name in the form provided. You will receive a link to download the template.

With this free coffee shop business plan template, you will have the tools you need to create a comprehensive plan for your shop. Whether you're just getting started or looking to take your business to the next level, a solid plan is the key to success. Get started today

Coffee Shop Business Plan Outline

I. Executive Summary

- Brief overview of the business idea, target market, and goals

II. Market Analysis

- Description of the coffee market, including trends and competitors

- Analysis of target customer demographics and their coffee habits

III. Business Concept

- Description of the coffee shop's unique selling proposition and concept

- Details of the menu offerings and any special features or services

IV. Marketing Strategy

- Overview of marketing and advertising efforts, including social media, promotions, and local events

- Analysis of pricing strategy and how it will attract customers

V. Operations Plan

- Description of the day-to-day operations, including staffing, scheduling, and inventory management

- Discussion of any technology or equipment needs and how they will be procured

VI. Financial Plan

- Projections for start-up costs, ongoing expenses, and revenue

- Breakdown of funding sources, such as loans or investments

- Discussion of the target profitability and growth potential for the business

VII. Management Team

- Brief descriptions of key management members and their experience

- Discussion of any partnerships or strategic relationships

VIII. Conclusion

- Summary of key points and future plans for the business

Coffee Shop Business Plan Frequently Asked Questions

Q: why do i need a coffee shop business plan.

A coffee shop business plan is a roadmap for your business. It helps you identify your target market, competitive landscape, and financial projections. By creating a business plan, you can gain a better understanding of your business and increase your chances of success.

Q: What should be included in a coffee shop business plan?

A coffee shop business plan should include an executive summary, company description, market analysis, product line, sales and marketing plan, financial projections, and funding request. Each of these sections should be tailored to your specific coffee shop.

Q: How long should a coffee shop business plan be?

A coffee shop business plan can vary in length, but it should typically be between 25 and 35 pages. It's important to include all the necessary details, but not to overwhelm the reader with too much information.

Q: Do I need to hire a professional to write my coffee shop business plan?

While it's not necessary to hire a professional to write your coffee shop business plan, it can be helpful if you're not experienced in creating business plans. You can also use templates and online resources to guide you through the process.

We Know a Good Business Plan When we See One

Collectively, our team has reviewed thousands of business plans and has nearly 20 years of experience making SBA loans. We've also helped more than 50,000 businesses create financial projections across many industries and geographies.

business plan template for coffee shop free

Adam served as Executive Director for a SBA microlender in Indiana for over 10 years helping businesses and reviewing thousands of business plans.

business plan template for coffee shop free

Grace has built hundreds of custom financial models for businesses as well as our projection templates which are used by thousands of businesses every year.

business plan template for coffee shop free

Kyle served as an SBA loan officer for 7 years working directly with startups and business owners to review their business plans, projections, and prepare their loan package.

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Here is a free business plan sample for a coffee shop.

coffee shop profitability

Have you ever envisioned opening your own coffee shop, but feel overwhelmed about where to start?

In the content that follows, we will present to you a comprehensive free sample business plan tailored for a coffee shop.

As an aspiring entrepreneur, you're likely aware that a thorough business plan is crucial to your venture's success. It serves as a roadmap, outlining your vision, objectives, and the strategies you'll employ to thrive in the competitive coffee industry.

To expedite the creation of an effective plan, you're invited to utilize our coffee shop business plan template. Additionally, our team of experts is available to review and refine your plan at no extra cost.

business plan coffee house

How to draft a great business plan for your coffee shop?

A good business plan for a coffee shop must reflect the unique aspects of the coffee industry and the niche market it serves.

To start, it's important to provide a comprehensive overview of the coffee shop market. This should include current statistics and an analysis of emerging trends, similar to what we've incorporated in our coffee shop business plan template .

Then, you need to articulate your business concept effectively. This encompasses your vision, identifying your target audience (such as commuters, students, freelancers, local residents), and the distinctive appeal of your coffee shop (specialty coffees, organic options, cozy ambiance, etc.).

The market analysis section is vital. It requires a thorough examination of local competitors, market dynamics, and consumer preferences specific to the coffee shop industry.

For a coffee shop, particular emphasis should be placed on the menu offerings. Detail your selection of coffee blends, teas, and other beverages, as well as any food items like pastries or sandwiches, and describe how they cater to the tastes and demands of your target customers.

The operational plan is critical. It should outline the location of your coffee shop, the layout of the customer seating and service areas, suppliers for coffee beans and other inventory, and the workflow from order to service.

In a coffee shop business plan, it's crucial to highlight the quality of your coffee beans, brewing techniques, and adherence to health and safety standards.

Then, delve into your marketing and sales strategies. How do you plan to attract and keep patrons? Explore promotional tactics, customer loyalty programs, and potential for additional sales (like selling coffee beans or merchandise).

Implementing digital strategies, such as a website or social media engagement, is increasingly important for connecting with customers and building a community around your coffee shop.

The financial section is another fundamental component. It should cover the initial investment, projected revenue, ongoing expenses, and the point at which the business will become profitable.

Given that margins on certain items may be slim, precise financial planning and a deep understanding of your cost structure are essential. For assistance, consider using our financial forecast for a coffee shop .

Compared to other business plans, a coffee shop's plan must pay extra attention to factors such as the sourcing of high-quality coffee, adherence to specific health codes for food and beverage service, and the potential for extended hours to cater to early morning and late-night customers.

A well-crafted business plan will not only help you to define your vision and strategy but also to attract investors or secure loans.

Lenders and investors are looking for a robust market analysis, sound financial projections, and a clear plan for the day-to-day running of a coffee shop.

By presenting a thorough and substantiated business plan, you show your seriousness and dedication to making your coffee shop a success.

To achieve these goals while saving time, you can fill out our coffee shop business plan template .

business plan coffee shop

A free example of business plan for a coffee shop

Here, we will provide a concise and illustrative example of a business plan for a specific project.

This example aims to provide an overview of the essential components of a business plan. It is important to note that this version is only a summary. As it stands, this business plan is not sufficiently developed to support a profitability strategy or convince a bank to provide financing.

To be effective, the business plan should be significantly more detailed, including up-to-date market data, more persuasive arguments, a thorough market study, a three-year action plan, as well as detailed financial tables such as a projected income statement, projected balance sheet, cash flow budget, and break-even analysis.

All these elements have been thoroughly included by our experts in the business plan template they have designed for a coffee shop .

Here, we will follow the same structure as in our business plan template.

business plan coffee shop

Market Opportunity

Market data and figures.

The coffee shop industry is a robust and ever-evolving market with significant growth potential.

Recent studies have valued the global coffee shop market at over 100 billion dollars, with expectations for continued growth driven by the rising popularity of specialty coffee and café culture.

In the United States alone, there are over 37,000 coffee shops, contributing to an annual revenue of approximately 45 billion dollars for the coffee shop segment.

These statistics underscore the integral role coffee shops play in American society and their substantial economic impact.

The coffee industry is witnessing a surge in trends that cater to the modern consumer's preferences and lifestyle choices.

Specialty and artisanal coffees are becoming increasingly popular, with a focus on single-origin beans and sustainable sourcing. Customers are showing a greater interest in the story behind their coffee, from the farm to the cup.

There is also a growing demand for alternative dairy products, such as oat, almond, and soy milk, which aligns with the rise in health consciousness and dietary restrictions among consumers.

Technology is playing a significant role in the coffee shop experience, with mobile ordering, contactless payments, and loyalty apps enhancing convenience and customer engagement.

Eco-friendly practices are gaining traction, with coffee shops reducing waste through reusable cup programs and compostable packaging.

Lastly, the desire for unique and Instagrammable café environments is influencing coffee shop design, encouraging establishments to create visually appealing and comfortable spaces for socializing and work.

These trends highlight the dynamic nature of the coffee industry and its adaptation to the evolving tastes and values of 21st-century coffee enthusiasts.

Success Factors

Several factors contribute to the success of a coffee shop in a competitive market.

Foremost, the quality of the coffee served is paramount. Shops that offer a variety of high-quality, well-crafted coffee beverages can establish a strong reputation and a dedicated clientele.

Innovation in the menu, including seasonal drinks and unique flavor combinations, can set a coffee shop apart from its competitors.

The location of the coffee shop is critical, with high foot traffic areas often leading to higher sales and visibility.

Exceptional customer service is essential for creating a welcoming atmosphere and encouraging repeat business.

Lastly, managing costs effectively, embracing sustainability, and adapting to current consumer trends, such as offering plant-based milk alternatives and eco-friendly practices, are vital for the long-term prosperity of a coffee shop.

The Project

Project presentation.

Our specialty coffee shop project is designed to cater to the discerning tastes of coffee enthusiasts and casual drinkers alike. Situated in a bustling urban area or near co-working spaces, this coffee shop will offer a variety of high-quality, single-origin coffees and artisanal blends, all sourced from reputable, sustainable farms. Alongside our coffee, we will serve a selection of gourmet pastries, sandwiches, and healthy snacks, with options for dietary preferences such as vegan and gluten-free.

We will emphasize the art of coffee brewing, providing customers with not just a drink, but an immersive experience. Our baristas will be trained in various brewing methods to enhance the unique characteristics of each coffee.

Our coffee shop aims to be a hub for coffee culture, offering a comfortable space for socializing, working, and learning about the intricacies of coffee from bean to cup.

Value Proposition

The value proposition of our coffee shop lies in offering an exceptional coffee experience through the quality of our beans, the expertise of our baristas, and the ambiance of our space. We are dedicated to the craft of coffee, ensuring that every cup is brewed to perfection.

Our commitment to sustainability and ethical sourcing adds to the value we provide, allowing customers to enjoy their coffee knowing it supports fair practices and environmental stewardship.

We aim to create a welcoming environment where everyone, from coffee aficionados to those looking for a cozy place to unwind, can find something to savor and appreciate. Our coffee shop will be a cornerstone for community gatherings and a beacon for sustainable, quality coffee consumption.

Project Owner

The project owner is a seasoned coffee professional with a passion for the coffee industry and a deep understanding of the nuances of coffee flavors and brewing techniques.

With a background in coffee sourcing and barista training, the owner is committed to bringing a unique coffee shop experience to the area, focusing on quality, education, and customer service.

Driven by a vision to foster a community around coffee, the owner is dedicated to creating a space where people can connect, share ideas, and indulge in the finest coffee. Their dedication to the craft and to the community is the driving force behind this project, aiming to elevate the daily coffee ritual into a memorable and enriching experience.

The Market Study

Market segments.

The market segments for this specialty coffee shop are diverse and multifaceted.

Firstly, there are coffee enthusiasts and connoisseurs who are looking for high-quality, specialty coffee blends and single-origin beans.

Next, we have the working professionals who seek a comfortable and conducive environment for meetings or to work remotely, with the convenience of great coffee and reliable Wi-Fi.

Another segment includes students and freelancers who prefer a cozy spot for studying or working, often for extended periods.

Lastly, we cater to casual visitors and social groups who use the coffee shop as a meeting place to relax and enjoy artisanal beverages and snacks.

SWOT Analysis

A SWOT analysis of this specialty coffee shop project highlights several key points.

Strengths include a focus on high-quality coffee, a knowledgeable and passionate barista team, and a welcoming atmosphere that encourages customer loyalty.

Weaknesses might involve the initial costs of sourcing premium coffee beans and the challenge of establishing a brand in a competitive market.

Opportunities can be found in the growing interest in specialty coffee, the potential for creating a community around the brand, and the ability to offer unique experiences such as coffee tastings and barista training.

Threats include the volatility of coffee bean prices, the presence of established coffee chains, and changing consumer trends.

Competitor Analysis

Competitor analysis in the coffee shop industry indicates a crowded marketplace.

Direct competitors include other local coffee shops, large coffee chains, and cafes within bookstores or retail spaces.

These competitors vie for a share of the market by offering convenience, brand recognition, and a variety of food and beverage options.

Potential competitive advantages for our coffee shop include the quality and uniqueness of our coffee, the expertise of our staff, and the creation of a distinctive and inviting ambiance.

Understanding the strengths and weaknesses of these competitors is crucial for carving out a niche and ensuring customer loyalty.

Competitive Advantages

Our dedication to sourcing and serving the finest specialty coffee sets us apart in the industry.

We provide a curated selection of beans and brewing methods, paired with an educational approach that enhances the customer experience.

Our coffee shop is not just a place to grab a caffeine fix, but a destination where customers can learn about the coffee's origin, processing methods, and flavor profiles.

Additionally, our commitment to creating a warm and inviting space for all types of customers helps us foster a sense of community and belonging that keeps them coming back.

You can also read our articles about: - how to open a coffee shop: a complete guide - the customer segments of a coffee shop - the competition study for a coffee shop

The Strategy

Development plan.

Our three-year development plan for the specialty coffee shop is designed to create a unique coffee experience.

In the first year, we aim to establish a strong local presence by offering high-quality, ethically sourced coffee and personalized customer service.

The second year will focus on expanding our reach by opening additional locations in high-traffic areas and enhancing our brand recognition.

In the third year, we plan to diversify our offerings with a wider range of coffee blends, specialty drinks, and coffee-related merchandise, as well as considering franchise opportunities.

Throughout this period, we will prioritize sustainability, community engagement, and continuous innovation to adapt to the evolving tastes and preferences of our customers while solidifying our market position.

Business Model Canvas

The Business Model Canvas for our coffee shop targets coffee enthusiasts, busy professionals, students, and remote workers seeking a comfortable space to enjoy quality coffee and snacks.

Our value proposition revolves around providing a superior coffee experience through our selection of premium, sustainably sourced beans, expert brewing techniques, and a cozy, inviting atmosphere.

We will sell our products through our physical coffee shop locations and online platforms, utilizing key resources such as our skilled baristas, state-of-the-art coffee equipment, and strategic partnerships with coffee growers.

Key activities include coffee preparation, customer service, and community events.

Our revenue streams will be generated from the sale of coffee beverages, pastries, and coffee-related products, while our costs will be associated with procurement, operations, and marketing efforts.

Access a comprehensive and editable real Business Model Canvas in our business plan template .

Marketing Strategy

Our marketing strategy is centered on creating a strong brand identity and engaging with our community.

We plan to differentiate ourselves by emphasizing the quality and origin of our coffee, hosting coffee tasting events, and offering barista training workshops.

We will leverage social media platforms to showcase our coffee culture, share customer experiences, and promote special offers.

Collaborations with local businesses and sponsorship of community events will help us to increase visibility and build a loyal customer base.

Additionally, we will explore loyalty programs and targeted advertising to attract and retain customers.

Risk Policy

The risk policy for our coffee shop focuses on mitigating risks associated with the coffee industry, such as supply chain disruptions, fluctuating coffee prices, and maintaining consistent quality.

We will establish strong relationships with coffee suppliers to ensure a reliable supply of quality beans and implement rigorous training for our staff to uphold our service standards.

Cost management strategies will be in place to handle economic fluctuations, and we will maintain comprehensive insurance to cover potential liabilities.

Our commitment is to provide an exceptional coffee experience while ensuring the well-being of our customers and the sustainability of our business practices.

Why Our Project is Viable

We are passionate about creating a coffee shop that stands out for its commitment to quality, sustainability, and community engagement.

With the growing demand for specialty coffee and unique customer experiences, we believe our business is well-positioned to thrive in the competitive market.

We are dedicated to adapting to customer needs and industry trends, and we are excited about the opportunity to grow a successful and impactful coffee shop.

We are open to feedback and innovation to achieve our vision, and we look forward to the promising journey ahead in the world of specialty coffee.

You can also read our articles about: - the Business Model Canvas of a coffee shop - the marketing strategy for a coffee shop

The Financial Plan

Of course, the text presented below is far from sufficient to serve as a solid and credible financial analysis for a bank or potential investor. They expect specific numbers, financial statements, and charts demonstrating the profitability of your project.

All these elements are available in our business plan template for a coffee shop and our financial plan for a coffee shop .

Initial expenses for our coffee shop include the cost of leasing a prime location, purchasing high-quality coffee brewing equipment, interior design and furnishings to create a welcoming atmosphere, sourcing premium coffee beans and other ingredients, hiring and training baristas with a passion for coffee, as well as expenses related to branding and launching targeted marketing campaigns to attract coffee enthusiasts.

Our revenue assumptions are based on a thorough analysis of the local market's demand for specialty coffee and the trend towards coffee culture experiences.

We anticipate a steady increase in sales, beginning with a conservative estimate and expanding as the reputation of our coffee shop grows within the community.

The projected income statement outlines expected revenues from our coffee and related product sales, production costs (ingredients, labor, utilities), and operating expenses (rent, marketing, salaries, etc.).

This results in a forecasted net profit that is essential for assessing the long-term viability of our coffee shop.

The projected balance sheet reflects assets specific to our business, such as coffee-making equipment, inventory of coffee beans and supplies, and liabilities including loans and anticipated operational expenses.

It provides a snapshot of the financial condition of our coffee shop at the end of each accounting period.

Our projected cash flow statement details the inflows and outflows of cash, enabling us to predict our financial needs at any point in time. This will assist us in managing our finances effectively and preventing cash shortages.

The projected financing plan identifies the various sources of funding we intend to utilize to cover our initial costs.

The working capital requirement for our coffee shop will be meticulously managed to ensure we have sufficient funds to support our day-to-day operations, such as purchasing coffee beans, managing inventory, and paying staff wages.

The break-even point for our coffee shop is the level of sales required to cover all our costs, including the initial investments, and to begin generating a profit.

It will signal when our business is expected to become financially sustainable.

Performance indicators we will monitor include the profit margin on our coffee and related products, the current ratio to evaluate our ability to meet short-term liabilities, and the return on investment to gauge the efficiency of the capital we have invested in the coffee shop.

These metrics will aid us in assessing the financial health and overall success of our coffee shop.

If you want to know more about the financial analysis of this type of activity, please read our article about the financial plan for a coffee shop .

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The Ultimate Coffee Shop Business Plan and Template

The Ultimate Coffee Shop Business Plan and Template

Coffee Shop Marketing Ideas to Supercharge Your Business

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

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

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

Table of Contents

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

Why Write a Coffee Shop Business Plan?

Latte on a Table

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

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

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

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

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

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

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

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

Coffee Shop Business Plan Template

Trendy Coffee Shop

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

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

Executive Summary

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

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

Coffee shop name: AI Coffee Shop

Executive Summary:

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

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

Company Overview

Barista Holding Latte

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

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

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

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

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

Market and Customer Analysis

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

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

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

Market Analysis

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

Competitor Analysis

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

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

Customer Analysis

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

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

Sales and Marketing Plan

Business Plan Doc

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

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

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

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

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

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

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

Marketing Plan

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

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

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

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

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

Operating Plan

Barista Making Latte

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

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

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

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

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

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

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

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

Management Team

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

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

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

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

Financial Plan

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

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

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

ADD FINANCIALS 

Wrapping Up

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

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

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

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Business Plan Template for Coffee Shop

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Starting a coffee shop business is an exciting venture, but it requires careful planning to ensure success in this competitive industry. With ClickUp's Business Plan Template for Coffee Shop, you can easily outline your vision, goals, financial projections, marketing strategies, and operational plans all in one place.

This comprehensive template helps coffee shop entrepreneurs:

  • Create a compelling business plan to attract potential investors and secure funding
  • Define their target market, analyze competition, and develop effective marketing strategies
  • Set realistic financial goals and projections to ensure profitability
  • Streamline operations and manage resources efficiently for a smooth and successful launch

Don't miss out on the opportunity to bring your coffee shop dreams to life. Get started with ClickUp's Business Plan Template for Coffee Shop today!

Business Plan Template for Coffee Shop Benefits

Launching a successful coffee shop requires careful planning and a solid strategy. By using a business plan template, you can:

  • Clearly articulate your vision for the coffee shop, including its unique selling points and target market
  • Set measurable goals and objectives to track your progress and stay on track
  • Create detailed financial projections to secure funding and attract investors
  • Develop effective marketing strategies to build brand awareness and attract customers
  • Establish operational plans and procedures to ensure smooth day-to-day operations
  • Have a roadmap for success, making it easier to navigate challenges and adapt to changing market conditions.

Main Elements of Coffee Shop Business Plan Template

ClickUp's Business Plan Template for Coffee Shop provides entrepreneurs with a comprehensive framework to outline their vision and strategies for a successful coffee shop business.

Here are the main elements of this template:

  • Custom Statuses: Track progress with four statuses including Complete, In Progress, Needs Revision, and To Do, ensuring that all tasks and sections of the business plan are accounted for.
  • Custom Fields: Utilize three custom fields such as Reference, Approved, and Section to add additional context, organize information, and easily categorize sections of the business plan.
  • Custom Views: Access five different views including Topics, Status, Timeline, Business Plan, and Getting Started Guide to visualize and manage different aspects of your coffee shop business plan. These views allow you to focus on specific sections, track progress, create a timeline, and access a guide to get started.

With ClickUp's Business Plan Template for Coffee Shop, you can efficiently create a comprehensive business plan to attract investors and secure funding for your coffee shop venture.

How To Use Business Plan Template for Coffee Shop

If you're dreaming of opening your own coffee shop, you'll need a solid business plan to turn that dream into a reality. By using the Business Plan Template in ClickUp and following the steps outlined below, you can create a comprehensive plan that will help guide you through the process and set your coffee shop up for success.

1. Define your vision and mission

Start by clearly defining your vision for your coffee shop. What do you want it to be known for? What kind of atmosphere do you want to create? Next, craft a mission statement that outlines the purpose of your coffee shop and the value it will bring to customers.

Use a Doc in ClickUp to brainstorm and write down your vision and mission statements.

2. Conduct market research

Before diving into the details of your coffee shop, it's important to understand the market you'll be entering. Research your target audience, competition, and local coffee shop industry trends. Identify any gaps or opportunities that you can leverage to differentiate your coffee shop.

Use custom fields in ClickUp to track and organize your market research findings.

3. Plan your menu and offerings

Your coffee shop's menu will be a key factor in attracting and retaining customers. Decide on the types of coffee and beverages you'll offer, as well as any food items or specialty products. Consider creating a signature drink or unique menu item to set your coffee shop apart.

Create tasks in ClickUp to outline your menu and track the ingredients and supplies needed.

4. Develop a marketing strategy

To ensure the success of your coffee shop, you'll need a strong marketing strategy to attract customers and build brand awareness. Determine the best channels to reach your target audience, such as social media, local advertising, or partnerships with other businesses. Outline your marketing tactics and budget.

Use the Calendar view in ClickUp to plan and schedule your marketing campaigns.

5. Create a financial plan

A solid financial plan is essential for any business. Determine your startup costs, projected revenue, and operating expenses. Calculate your break-even point and set financial goals for your coffee shop. Consider creating different scenarios to analyze the potential impact of different factors, such as pricing or volume of customers.

Use custom fields in ClickUp to track and analyze your financial data and create a Gantt chart to visualize your financial milestones.

By following these steps and using the Business Plan Template in ClickUp, you'll have a comprehensive plan in place for your coffee shop. This will not only help you secure funding and make informed decisions, but also set you up for success as you embark on your journey to open and run a thriving coffee shop.

Get Started with ClickUp’s Business Plan Template for Coffee Shop

Entrepreneurs looking to start a coffee shop business can use the Business Plan Template for Coffee Shop in ClickUp to streamline their planning process and create a comprehensive roadmap for success.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

Now you can take advantage of the full potential of this template to create a detailed business plan:

  • Use the Topics View to outline different sections of your business plan, such as Executive Summary, Market Analysis, Marketing Strategy, Financial Projections, and more.
  • The Status View will help you track the progress of each section, with statuses like Complete, In Progress, Needs Revision, and To Do.
  • Utilize the Timeline View to set deadlines and milestones for each section of your business plan.
  • The Business Plan View will give you an overview of your entire plan, allowing you to easily navigate between sections.
  • Create custom fields like Reference, Approved, and Section to add additional context and organization to your business plan.
  • Use the Getting Started Guide View to keep track of the next steps and action items needed to bring your coffee shop business plan to life.
  • Collaborate with team members and stakeholders to gather input, make revisions, and ensure your business plan is comprehensive and compelling.

By using the ClickUp Business Plan Template for Coffee Shop, you can streamline your planning process, stay organized, and create a professional business plan that sets you up for success.

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How to Write a Bar Business Plan + Free Sample Plan PDF

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Elon Glucklich

6 min. read

Updated March 17, 2024

Free Downloads: Sample Bar and Brewery Business Plan Templates

From sports bars to neighborhood pubs to upscale cocktail bars—drinking establishments are one of the oldest and most enduring types of businesses.

And the industry is projected to grow nearly 2.5% between 2023 and 2030, leaving plenty of opportunity for new businesses..

But competition in the bar industry can be fierce. You need to know your clientele, competitors, and how you’ll stand out if you want to succeed. Not to mention mapping out all the details of your financials and operations. 

Luckily, you can cover all of that (and more) by writing a business plan.

  • What should you include in a bar business plan?

These are the typical sections to consider including in your bar business plan.

  • Executive Summary
  • Market Analysis
  • Marketing and Sales Strategy 
  • Operations Plan
  • Business Overview

Financial plan

The sections you need will vary depending on why you’re writing a business plan and what you intend to do with it . 

Suppose it’s to manage your operations and not something you expect anyone outside of the business to read. In that case, consider keeping it to a few pages and skipping sections like the executive summary.

If you’re applying for a loan, then you’ll need a more formal plan that includes all the sections listed above.

Check out our step-by-step guide to writing a full business plan for more details.

A sample bar business plan outline.

  • The 6 elements of an effective bar business plan

Executive summary

Your executive summary is a short, high-level overview of your entire plan. 

The summary should give readers a sense of what factors will make your bar successful. That could include securing a high-visibility location, partnering with a chef who will oversee meal preparation, or negotiating deals with brewers to get their beers in your bar.

If you’re seeking a bank loan for your bar, the lender will read your executive summary first. In all likelihood, they won’t read any further unless the executive summary grabs their attention. 

So, make it clear and convincing.

Market analysis

The market analysis may be the most important part of your entire business plan. 

It’s where you carefully research and document:

  • Who your target customers are
  • What they want
  • What other establishments they may consider

Start by identifying the size of your market . Focus on the number of potential customers above the legal drinking age in your area. Then, segment these customers based on demographics such as age, income level, and lifestyle preferences. 

Then look into who you will be competing with. List and research other bars as well as indirect competition from restaurants, clubs, and even grocery stores that sell beer or home entertainment options.

Here are a few examples of what this process will look like:

Bar customer segmentation

If you find there are a lot of college students and younger adults near your bar location, you should cater your offerings to their tastes. But if you’re near office buildings or event venues, you may want to focus on older customers with more disposable income.

Will you offer a more diverse drink menu, better food, or a unique theme? Explain how these factors will set your bar apart and attract customers. Or, if your area lacks a certain type of bar, such as a sports bar or a high-end cocktail lounge, describe how filling this gap in the market will serve as your competitive advantage.

Marketing and sales strategy

Your market analysis gives you insights into potential customers. Your marketing and sales strategy is where you use those insights to get those customers in your door.

As you looked around at your competitive landscape, maybe you gained some insight into how your ideal customers discover new bars — through social media, online reviews, local event listings, or word-of-mouth.

Start by developing marketing strategies that are tailored to those channels . Consider tactics like:

  • Creating engaging social media content showcasing your unique drinks, events and ambiance.
  • Partnering with local businesses or events to increase visibility.
  • Introducing special promotions to encourage repeat visits and attract new customers.
  • Hosting themed nights or events to create buzz and attract specific customer segments.

In your business plan, document how you will implement these efforts and the resources required. 

Operations plan

The operations section of your business plan is where you detail the day-to-day requirements for running the bar smoothly. Start by describing your physical space and key equipment, such as:

  • Beverage dispensing systems
  • Glassware and utensils

Specify the types and number of each that you’ll need. Then you can address staffing needs, describing the roles of bartenders, servers, and support staff. Document in your plan that you’ll have a staffing strategy to cover peak hours.

You should also cover inventory management. Describe how you’ll stock alcoholic and non-alcoholic beverages, ingredients for cocktails and food. Be sure to spend time discussing supply chains for sourcing these ingredients.

Document the types of technology you’re using, like point-of-sale systems, inventory tracking, or customer reservation platforms. 

Finally, ensure that your operations plan demonstrates how you will comply with any licensing, health and safety regulations and that you have a plan for ensuring responsible customer behavior.

Business overview

The overview should fill in any gaps the reader may have, including:

  • The name of your bar
  • When it was founded (if it’s an existing business)
  • The inspiration behind the business

You should include the background and qualifications of key team members here. Include their experience in the bar industry and any other experience that’s relevant to their position.

If you’re running an existing bar, discuss previous achievements like revenue milestones, recognitions, or community events you’ve hosted.

You don’t need a deep financial background to run a successful business. But it’s important to develop projections for how you expect the bar to perform. If you’re starting a new bar, consider that you’ll need to pay upfront costs like equipment, supplies, licenses and rent.

Then there are the ongoing costs like employee salaries, marketing, and continuing to keep your shelves stocked.

Making educated guesses about the future will help you determine what’s working, and where you should make adjustments as you run your business.

Include sales and expense forecasts in your plan. The financial section also should include a cash flow statement , income statement , and balance sheet .

Remember, no one knows exactly how the future will pan out — these projections are your baseline for how you think the business will do, and you’ll adjust them over time as you update your plan with actual results.

  • Bar business plan templates and examples

To see how other bar businesses have created their plans, browse our free library of bar and brewery business plans . You can also check out our full selection of food and beverage business plans , or our entire library of over 550 business plans across industries.

Download as many as you want in PDF or Word format to help you write your own business plan.

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Content Author: Elon Glucklich

Elon is a marketing specialist at Palo Alto Software, working with consultants, accountants, business instructors and others who use LivePlan at scale. He has a bachelor's degree in journalism and an MBA from the University of Oregon.

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Coffee Shops in Moscow, Russian Federation

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tasty coffee - Coffee Bean

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“tasty coffee” Review of Coffee Bean

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one of the staff is very friendly and professional. interio design is also good and you can relax. free wifi.

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7 - 11 of 58 reviews

The best place to have a cup of coffee in that area. Always friendly service, wifi and smiling people

Actually I would say unusually good, real Italian espresso, which is not what you normally expect. Place is nicely decorated and prices are OK. They also have pastries and cakes which looks OK. Not worth a detour, but if you pass by...

I'm gonna be short as there's a detailed review here. They carry the best assortment and make the best coffee in the city. You will not want to appoint meetings with your colleagues or friends anywhere else. You will realize that famous Kofemania is a fraud. You will like this place once and for good. Have a nice coffee! (There's another coffee shop of this brand in Sretenka too).

"If we don't gotta it, you don't wanna it" says one of the witty mottos of Coffee Bean in Moscow. After several years of visiting this chain coffee shops in Moscow I have to admit that I've failed to desire something they could not offer. The vast range of coffee blends varies from snobbish Kopi Luwak to the house blend No. 5 as elegant and tasteful as the legendary perfume. The dynamic and creative baristas are going out of the way to please the customer and may always tailor any of the diverse coffee drinks to a guest's exquisite taste. It was the case of my most favourite Mocca subtly flavoured with ginger and cinnamon on a cold autumn afternoon when I could not chose between my traditional No.5 and a hot chocolate. The deserts and sandwiches are also nice. To my mind the place can boast of one of the best Tiramisu in Moscow, so properly it's done. Though it is a chain each coffee shop has its own personal touch: one may resemble of a stylish nest of London hipsters with MacBooks in their lap, the other is more like a city Viennese cafe, but wherever you decide to plug you foot in you will definitely find youself in a relaxed laid-back atmosphere where the guests are having rest whilst the hosts provide for their satisfaction. A few informative points to draw a line to probably a bit too emotional review: - Coffee Bean is a self service cafe: you make an order at the counter and then pick it up when it's ready. Isn't it nice to have no overdiligent waiter interfiring amidst your enjoying coffee in perfect exclusion of your fellow-men or whilst you are in the middle of a creative argument? ;-) - The balance between the price and the quality is very accurate for Moscow, i.e. the price includes decent coffee, but no tax for posh frills. - overall it is a very "European" place in Moscow. AS you might have guessed I simply love it. :-) Hope the review will be helpful. Enjoy your stay in Moscow and see you in Coffee Bean one day/

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COMMENTS

  1. Free Coffee Shop Business Plan Template for 2024

    Our free, 20-page coffee shop business proposal template comes with eight customizable sections. In each section, you'll find: Headings that you can customize or use as-is. Explanations of what each section is for. Tips on what to write in each section. Suggestions for how much to write. Coffee shop business plan examples.

  2. Free Coffee Shop Business Plan Template

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

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

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

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

    Also, two pages are more than enough for writing a capturing executive summary. 3. Conduct a competitive and market analysis. Build a strong foundation for your coffee business by diving deep into the market research of the coffee industry, competitors, target audience, market trends, and your attainable target market.

  5. Coffee Shop Business Plan Template & Sample (2024)

    We have helped over 100,000 entrepreneurs and business owners create business plans and many have used them to start or grow their coffee shops. A coffee shop business plan is used to start and/or grow your business. Among other things, it outlines your business concept, identifies your target customers, presents your marketing plan and details ...

  6. How To Write a Coffee Shop Business Plan & Executive Summary

    To start a business proposal for a coffee shop, use a coffee shop business plan sample and make sure you include the key sections: an executive summary, business overview, management and staff, market analysis, marketing and publicity, operations plan, and financial forecast and expenses. Also, make sure you do enough research before you start ...

  7. Free Coffee Shop Business Plan Template + Example

    Download this free coffee shop business plan template, with pre-filled examples, to create your own plan. Download Now Or plan with professional support in LivePlan. Save 50% today . Available formats: What you get with this template. A complete business plan. Text and financials are already filled out and ready for you to update. ...

  8. How To Write a Coffee Shop Business Plan (+Templates)

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

  9. How to Write a Coffee Shop Business Plan + Free Sample Plan

    Free Download: Sample Coffee Shop Business Plan. Wake up and smell the business potential! In the US, 72% of adults reported drinking coffee in 2022. Globally, coffee consumption rose to 175.6 million bags of coffee from 2021 to 2022 - that's up 4.2%. In such a large, steadily growing industry, there are many possibilities for you to find a ...

  10. Coffee Shop Business Plan Template [Updated 2024]

    Financial Highlights. [Company Name] is currently seeking $360,000 to launch. Specifically, these funds will be used as follows: Coffee shop design/build: $180,000. Working capital: $180,000 to pay for marketing, salaries, and land costs until [Company Name] reaches break-even. II.

  11. Free Coffee Shop Business Plan Template

    This free business plan template is designed to help you create a comprehensive plan for your coffee shop that will guide you through the process of starting and growing your business. Starting a coffee shop can be an exciting and rewarding venture, but it can also be challenging. With so many details to consider, it's easy to get overwhelmed.

  12. Coffee Shop Business Plan Template (Free)

    In the content that follows, we will present to you a comprehensive free sample business plan tailored for a coffee shop. As an aspiring entrepreneur, you're likely aware that a thorough business plan is crucial to your venture's success. It serves as a roadmap, outlining your vision, objectives, and the strategies you'll employ to thrive in ...

  13. Coffee Shop Business Plan Example

    Explore a real-world coffee shop business plan example and download a free template with this information to start writing your own business plan. ... Free business plan template. A fill-in-the-blank template designed for business owners. Download Now. Sample Plans. Popular Plans.

  14. The Ultimate Coffee Shop Business Plan and Template

    We will open from 7:30 a.m. to 7.30 p.m. We will always have at least three staff members in place to take care of making coffee, process sales, and keep the coffee shop tidy. We will buy our coffee wholesale from a supplier that specializes in high-quality coffee. This coffee will cost $40 per five-pound bag.

  15. How to Write a Coffee Shop Business Plan

    Use this free coffee shop business plan template to easily create a great business plan that organizes your vision and helps you start, grow, or raise funding for your coffee shop. Get free download. Get free download. RESOURCE. Coffee Shop Business Plan Template.

  16. How to Write a Cafe Business Plan in 2024 (Free Template)

    Use this free coffee shop business plan template to easily create a great business plan that organizes your vision and helps you start, grow, or raise funding for your coffee shop. Get free download. Get free download. RESOURCE. Coffee Shop Business Plan Template.

  17. Coffee Shop Business Plan Template

    The business plan provides them with a complete description of your strategy. Download the free Coffee Shop Business Plan Template to organize your vision and ensure that nothing is overlooked. For a guide to writing a business plan specifically for a coffee shop, learn from this resource: How to Write a Coffee Shop Business Plan. Related ...

  18. Coffee Shop Business Plan Template

    Coffee Shop Business Plan Template Free Download. fresh-futures.co.uk The Coffee Shop Business Plan Template Free Download discusses the Introduction, Background and the Idea of a Coffee Shop being given for rent. It moreover presents an idea of developing a community coffee shop, local food joint, etc as a part of the business plan.

  19. Business Plan Template for Coffee Shop

    Starting a coffee shop business is an exciting venture, but it requires careful planning to ensure success in this competitive industry. With ClickUp's Business Plan Template for Coffee Shop, you can easily outline your vision, goals, financial projections, marketing strategies, and operational plans all in one place.

  20. Coffee Shop Opening and Closing Checklist (Template)

    This guide will explore the significance of these checklists for your coffee shop business and offer tips on how to implement them effectively. ... Coffee Shop Business Plan (How to Write & Template) Restaurant marketing. 22 Best Coffee Shop Marketing Ideas ... Food ordering system . Restaurant online reservation system . Try for free, no ...

  21. Butcher Shop Business Plan. Free Presentation Template

    Unlock the potential of your butcher shop business with our illustrative and engaging presentation template, designed specifically for business professionals looking to carve a niche in the market. With a dominant pink color scheme that captures attention, this slideshow template is perfect for outlining business strategies, marketing plans ...

  22. Athletic Shoe Store Business Plan. Free Presentation Template

    Minimal Athletic Shoe Store Business Plan Step into the spotlight with our vibrant Red and Blue presentation template, designed exclusively for fashion industry professionals. Perfect for pitching your next big athletic shoe store business plan, this slideshow template combines simplicity with style, making your vision clear and compelling.

  23. PDF MOSCOW TECHNIQUE

    4. Present categorized requirements in a readable format - See template here 5. The requirements should be reviewed throughout the project as stakeholder needs may evolve with time. The BABOK Guide provides 8 criteria to be used for assigning priorities to requirements. They are: Business Value: Which requirement provides the most business ...

  24. How to Write a Bar Business Plan + Free Sample Plan PDF

    Bar business plan templates and examples. To see how other bar businesses have created their plans, browse our free library of bar and brewery business plans. You can also check out our full selection of food and beverage business plans, or our entire library of over 550 business plans across industries.

  25. The Best Coffee Shops in Moscow, Russian Federation

    Business? Create a profile. All Moscow, Russian Federation Coffee shops All Moscow, Russian Federation Categories. ... Chekhov, Russian Federation (42 mi) Relevancy Ranking ? 1. кофейный кооператив «Чёрный» Coffee Shop ; Lyalin Pereulok, 5, Moskva, Russia, 105062 Moscow, Moscow 105062. Closed ⋅ Opens at 8:00AM ; 9.7

  26. Coffee and the City

    5 reviews #352 of 450 Coffee & Tea in Moscow $ Bakeries Street Food Mantulinskaya st., 5 Park Krasnaya Presnya, Moscow 123100 Russia +7 800 775-85-29 Website Menu Closed now : See all hours

  27. Review of Coffee Bean, Moscow, Russia

    Coffee Bean: tasty coffee - See 58 traveler reviews, 25 candid photos, and great deals for Moscow, Russia, at Tripadvisor.