• Try it out »

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.

Click To Tweet

small business plan for coffee shop

2 thoughts on “ The Ultimate Coffee Shop Business Plan and Template ”

  • Credit cards
  • View all credit cards
  • Banking guide
  • Loans guide
  • Insurance guide
  • Personal finance
  • View all personal finance
  • Small business
  • View all small business
  • View all taxes

You’re our first priority. Every time.

We believe everyone should be able to make financial decisions with confidence. And while our site doesn’t feature every company or financial product available on the market, we’re proud that the guidance we offer, the information we provide and the tools we create are objective, independent, straightforward — and free.

So how do we make money? Our partners compensate us. This may influence which products we review and write about (and where those products appear on the site), but it in no way affects our recommendations or advice, which are grounded in thousands of hours of research. Our partners cannot pay us to guarantee favorable reviews of their products or services. Here is a list of our partners .

How to Open a Coffee Shop

Vivian Giang

Many or all of the products featured here are from our partners who compensate us. This influences which products we write about and where and how the product appears on a page. However, this does not influence our evaluations. Our opinions are our own. Here is a list of our partners and here's how we make money .

It's been a few decades since Starbucks emerged from Seattle to take over the world and made a coffee shop on every corner the norm. As a result, the way Americans drink coffee has changed drastically.

This has also created a window for entrepreneurs looking to start a business. While the big coffee chains have expanded, so have specialty, independently run shops. According to an article in the New York Times , Americans drink less coffee today than we did in the 1930s, but we’re drinking higher quality, better-brewed cups. As such, many entrepreneurs today might wonder how to start a coffee shop to serve their own high-quality brews.

small business plan for coffee shop

How to open a coffee shop in 7 steps

Wondering how to start a coffee shop of your own? These seven steps will take you through everything you need to know.

Step 1: Decide whether you want to open your own shop, a franchise, or buy an existing business.

When it comes to starting a business you usually have at least two ways to go about doing it, and with coffee shops, you've got three. When it comes to how to open a coffee shop you can do one of the following:

Completely start from scratch and open your own shop

Open a coffee shop franchise

Buy an existing coffee shop that's for sale

Each of the options has its pros and cons and varying degrees of work required by you. If you choose to open a franchise you'll be bound by many of the aspects of that franchise like the beans they use and the decor of the actual shop. If you buy another coffee shop you might have less construction to do to set up the space as a coffee shop. These options come with limitations as well.

Step 2: Create a business plan.

A well-thought-out business plan is key to creating any business, and a coffee shop is no exception. If you want to open a coffee shop, you probably already have a love of good coffee. To create a successful coffee shop you have to decide how you'll get other people to love coffee as much as you do. A business plan will help get your ideas focused and in one place. Besides the basics of what your coffee shop will be and the products you'll sell, a business plan also includes a marketing and sales plan, as well as financial projections.

An important consideration you'll need to take care of in the early stages, and that you'll include in your business plan, is to decide on the business structure you want your company to operate as. There are several business entity options you can choose, including a sole proprietorship, LLC, C-corp, and more—and the entity you choose will have both tax and legal implications for your business. It's always a good idea to seek the advice of a business attorney when making these big decisions as you start your coffee shop. if you choose to open a franchise, you might already have a business entity that you have to use.

While creating your business plan, you'll have to come up with a name for your business and an idea of where you want to open your coffee shop. Once you find the perfect location be sure to add it to your business plan, it might happen before or after you've written the plan.

You'll also want to outline the pricing of your products, what goods you want to offer, the type of coffee shop you want to have (sit-down, drive-through), and more. It's a lot to think about, but a business plan is where you can get all of these plans down in one place. Beyond that, if you'll need outside capital to make your coffee shop dreams a reality, you'll need to provide a business plan for funding consideration.

Luckily, there are several options for business loans for a cafe, and whether you're looking for funding to start your coffee shop or want to leave the option open for expansion down the road, having a solid business plan from the start will make the process easier.

Step 3: Find the right location.

This step can not be glossed over and you should take your time and consideration when completing it. The location of your coffee shop can make or break it in terms of success. There are some things to look for when looking for a coffee shop location. Coffee shop location considerations:

Size: You want to make sure enough people can fit in the space without feeling cramped. Coffee shops are relaxing areas where people tend to hang out with friends or colleagues and you want the space to be accommodating.

Accessibility: Make sure your cafe is accessible and anyone can enter.

Parking: Will you be dependent on foot traffic? If not you're going to want to make sure there's somewhere for your customers to park either a lot or street parking nearby. If biking is popular in your area, consider adding a bike rack.

Seating: Will customers be limited to seating indoors or is there some outdoor seating you could set up when the weather is right for it?

Rent: This should be one of your top considerations when deciding on a location. How much a business location will cost you is going to be a significant chunk of your budget and you should be sure to include this in your business plan.

Step 4: Register your business and get the proper licenses and permits.

The city or county where you plan to open your coffee shop will dictate the specifics of registering your business, what taxes you'll be responsible for, any necessary licenses and permits, and more. The details of registering a business vary from state to state, but you will need to apply for an employer identification number (EIN) and establish your business structure before you can start the registration process.

You also need to make sure that since you'll be serving coffee, and most likely some food, that you have the right business licenses and permits for that, as well. Usually, health licenses and permits are necessary for serving food. Other types of business licenses include building, zoning, and land-use permits. Be sure you consult with your local business resources so you have the proper documentation in place before you open your coffee shop.

Step 5: Find suppliers.

Customers are looking for a quality experience when they come into your coffee shop. That means quality ingredients and coffee, but also quality service and experience.

While it’s tough to produce the same quality every time, this is crucial in the coffee business, especially in a time when people are becoming more knowledgeable about specialty coffee. Having consistent and quality providers, from the beans to cups and everything else customers interact with can help keep your coffee shop running smoothly and customer experiences consistent.

When you're first starting your coffee business, don't be afraid to spend the necessary time finding the right coffee supplier for your business. Though if you're starting a franchise, they'll take care of this step for you by having their specific grounds. You may have to try a lot to find the right one that will work for the products you want to offer, at the right price, with the perfect taste.

The other way to create consistency is by training employees extensively. If you want patrons to walk past all the other coffee shops on the block and go into yours, you need to offer consistent quality.

Step 6: Create a warm, inviting environment.

A coffee shop is never just about a good cup of coffee. Many people frequent coffee shops as a place to do work, catch up with friends, or to take a break from the workday.

You want your coffee shop to have a warm and inviting atmosphere that's conducive to meetings, relaxing, and chit chat, but also one that's easy to keep clean and orderly. When choosing how to design the shop, be sure to take into account how many people you want the shop to fit and the kind of atmosphere you're looking to create for them all.

Remember when we were talking about the location of your shop? Here's where that comes in because the location can only do so much work for you. The work you do to design the cafe on the inside will also greatly matter. You're creating an entire atmosphere that also serves a purpose.

Step 7: Adopt a good inventory system.

Pay attention to your inventory. At first, you won't really know how much you need when it comes to things like beans and baked good, you probably won't even know how many cups you need a day. So track these things carefully at first so you can get a good handle on how much you're using.

There are a number of inventory management apps available to small business owners who need a way to manage their inventory and budget. Some point of sale systems also offer inventory management, which is something you might want to consider when choosing one. There are specific coffee shop POS systems out there to consider.

No matter what you choose, you want to make sure you have a way to manage what you need for your business so you don't run out of customer favorites or over-order on what you don't need.

How much do you need?

with Fundera by NerdWallet

We’ll start with a brief questionnaire to better understand the unique needs of your business.

Once we uncover your personalized matches, our team will consult you on the process moving forward.

How much does it cost to open a coffee shop?

We've gone over many of the expenses you'll face when opening a coffee shop. The rent of the location, everything for the interior design, the machinery, the supplies like beans and cups, employees and more will all add up. Some of these things may cost far more than you're expecting them too, a good espresso machine along can run you up $20,000.

In all you can expect that opening a coffee shop will likely cost you upward of $200,000 when all is said and done. This goes for some franchises as well, Dunkin' for example, requires that you have $250,000 in liquid assets to start a franchise with them. You could consider starting smaller, with a coffee cart or a small pop-up location if you're unsure of the cost or if you don't want to dive in headfirst. But know that none of these options will be cheap or require no money up front.

ZenBusiness

Start Your Dream Business

The bottom line

Running a small business is no easy feat, but for all of those coffee enthusiasts who have dreamed of opening a cafe of their own, now might be the time. Consumption and interest in the specialty coffee culture has increased steadily in recent years and doesn’t seem to be stopping any time soon.

While competition from bigger chains might have been a problem at one time, modern consumers prefer to support local neighborhood shops—especially if they’re offering what the big chains can’t. So if you've been wondering how to start a coffee shop, start thinking about the above steps to see if this is a feasible business venture for you.

This article originally appeared on JustBusiness, a subsidiary of NerdWallet.

On a similar note...

small business plan for coffee shop

  • QR Code Menu

></center></p><h2>How to Write a Successful Coffee Shop Business Plan (with Template)</h2><ul><li>By Tam Nguyen</li></ul><p><center><img style=

Table of Contents

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.

Mobile CTA

Related articles

qr code table tent

QR Code on Table Tents for Restaurants and Bars

how-much-does-it-cost-to-open-a-restaurant

How much does it cost to open a small restaurant

How much does it cost to open a bakery

How much does it cost to open a bakery

small business plan for coffee shop

Menubly LLC 8 The Green Suite R, Dover, Delaware 19901

Privacy Policy

Terms of service

Cookie Policy

PlanBuildr Logo

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.

How to create a bakery business plan

How to create a bar business plan

How to create a virtual assistant business plan

How to create a cleaning business plan

How to create a plumbing business plan

How to create a trucking business plan

How to create a daycare business plan

How to create a food truck business plan

How to create a restaurant business plan

How to create a clothing line business plan

How to create a hair salon business plan

How to create a real estate business plan

How to write a contractor business plan

How to create a vending machine business plan

How to create a party planning business plan

Looking for another business idea?

How to start an online business

How to start a consulting business

How to start a fitness business

How to start a fitness clothing line

How to start a makeup line

How to start a candle business

How to start a clothing business

How to start an online boutique

How to start a T-shirt business

How to start a jewelry business

How to start a subscription box business

How to start a beauty business

How to start a flower business

How to start a car wash business

How to start a food prep business

How to start a DJ business

How to start a pool cleaning business

How to start a baking business

How to start a trucking business

How to start a construction business

How to start a landscaping business

How to start a food business

How to start a vending machine business

How to start a contractor business

How to start a coaching business

Coffee dropshipping

Looking to start a business in a specific state?

How to start a business in Arizona

How to start a business in South Carolina

How to start a business in Virginia

How to start a business in Michigan

How to start a business in California

How to start a business in Florida

How to start a business in Texas

How to start a business in Wisconsin

Related Posts

How to create a website from scratch in 11 steps (for beginners)

How to start a business in 14 steps: a guide for 2024

How to start a coffee shop

Was this article helpful?

How to Create a Coffee Shop Business Plan and Executive Summary: Free Template & Guide

By Debra Weinryb

Smiling coffee shop owner standing in front of an espresso machine.

Before you open a coffee shop, you will need to have a coffee shop business plan. This important document acts as a roadmap for your coffee shop business adventure – with everything you need to turn your business dreams into a reality. 

If you’re passionate about coffee but have never written a business plan before, it can be nerve-racking to start. To help you out, we’ve put together a complete guide to writing a successful coffee shop business plan. In this guide, we’ll cover:

  • What is a coffee shop business plan?
  • How to write a business plan for a coffee shop
  • The 10 sections of every successful coffee shop business plan
  • A free coffee shop business plan template

Smiling barista standing in front of a modern coffee bar.

Create a custom business plan for your coffee shop concept with this free template.

What is a Coffee Shop Business Plan?

A coffee shop business plan is a document that explains what your business idea is and how it will succeed. It answers several questions, like how you will set up your coffee shop, how you will fund your business, and what revenue you expect to make. It includes information about your marketing plan, sales strategy, coffee shop customers , pricing structure, competitors, required labor, and financial plan.

Similar in length to a traditional restaurant business plan , it’s a succinct document that usually spans 15-20 pages, but no more than 30 pages. Coffee shop business owners can make their plans pop with visuals like photos and designs of their coffee house, and site plans of their retail store. Charts and graphs are also used to show financial inventory information, like how much coffee beans will be purchased monthly and at what cost, for example.

Once complete, you will be able to show your coffee house business plan to potential investors, bankers, and business partners. That’s why it’s so important to dedicate a large amount of time and energy into getting your java shop business plan underway early on.

two coffee baristas work in a coffee shop

How to Write a Business Plan for a Coffee Shop

With the proper guidance, your brew shop business plan can be easy to write. That’s why having a coffee shop business plan template is a useful aid for conceptualizing your business and goals before you start to write. Additionally, having a coffee shop business plan example can help you think of key elements to demonstrate your coffee shop’s potential for growth and profitability – which are both important to attract funding.

Elements of a Coffee Shop Business Plan

Executive summary for a coffee business .

Start with your executive summary – a short and high-level overview of each section in your coffee house business plan. In any business plan sample for a coffee shop, you’ll see that this is the first section because it gives readers crucial information about your business before you dive into details.

The executive summary section describes your business concept, the problem it solves, your target market, financial highlights, lease information, as well as your vision for the menu, products, and how you will service coffee – whether that’s in a kiosk, drive through, pickup, or sit-down coffee shop. 

As you write your executive summary, consider who will read your brew shop business plan and what you would like them to know. After all, you want to capture your reader’s attention and entice them to continue to read or even invest!

Here are a few key points of interest you can mention in your executive summary:

  • Ambiance: The character and atmosphere of your coffee shop
  • Location: Information on your potential foot traffic, facility/lease, and seating capacity.
  • Kitchen storage: Space for multiple blends of coffee or a high-end espresso machine.
  • Goals: Your mission statement and guiding principles that will drive your success.
  • Funding: What funds you need and how you will use them to achieve your vision.

Business Overview

The Business Overview section takes a deeper dive into the coffee industry as a whole, your local market, and what makes your coffee shop model unique among the competition. Here, start by giving a brief overview as to when and why you started your coffee shop business. In addition, you can include major achievements such as hitting target sales goals or opening new coffee shop locations.

In this section, you can also go into more detail about the business operations of your neighborhood coffee shop . For example, explain what coffee and food products you will offer, your hiring and labor practices, and how you’ll brew coffee. This, of course, will depend on your coffee shop business model. 

Here are a few types of coffee shops and how they could be described:

  • Grab-and-go coffee shop: Pickup or drive through only, so folks can grab a cup of coffee in a heartbeat
  • Traditional coffee shop: Sells baked goodies and a variety of coffee drinks in a relaxed atmosphere
  • The coffee bar: Like a homey living room, with lounge music, WiFi, and fresh coffee

Management and Staff

In this section, you will talk about ownership. Start with the business owner(s) who will manage your coffee shop, and talk about their experiences/qualifications that will make them successful. You’ll also include details of who will take care of your day-to-day coffee shop operations. 

Every coffee shop will need baristas who take care of sales and make drinks, but those that sell food may also need someone to operate basic kitchen equipment. Additionally, you may want to hire someone to do marketing and advertising, or an accountant to take care of your bookkeeping. 

After deciding on what jobs you want to create, you’ll need to identify if they are part-time or full-time, how you will recruit/train them (e.g., barista training), and what you will pay them in wages and benefits. Your employees will factor into your financial forecast and expenses later on in your business plan for a coffee shop, so it’s essential to get a head start on your hiring budget.

Coffee Shop Market Analysis

Your Market Analysis section should show that you’ve looked at your target market, assessed your location, and understand how you’ll compete against other coffee shops in the area. Remember to consider what makes your restaurant unique and what will help it stand out. Here are two ways you can do just that:

Mention if your coffee shop is in a central location, such as near a college where students break for lunch, or next to office buildings where professionals drop in on their way to work. If you are one of many coffee shops in an area, consider pointing out what makes you different, like your wide variety of specialty coffees and the quality of your food.

Customer Analysis

Include information about your ideal customer – with details on who they are, why they shop at your coffee shop, and any metrics. If you performed market research before starting your coffee shop, include that too. For example, if you have data on a high demand for espresso in your area, the sales potential for a drive-through espresso stand could be very promising.

Sample Menu

A section with a sample menu lets investors know exactly what you’ll be serving. Keep in mind that your sample menu should be a differentiator – otherwise, why would investors think that customers should choose your coffee over competitors who serve similar drinks?

Here are a few tips for choosing what to include in your great sample menu:

  • Think about the types of coffee beans that could set you apart. Maybe you only serve organic coffee beans, unlike your competitors.
  • Cater the types of drinks you serve to your target market. For a young customer, sweet frappuccinos, hot chocolates, and drinks topped with whipped cream can be popular. For health-conscious consumers, options like tea and “light” coffee may perform better.
  • If your customers will be hungry, such as students on a lunch break, or employees on their way to work, then consider including food items like pastries.

Marketing Plan and Publicity

An effective marketing plan is essential for bringing new customers through your coffee shop’s door and retaining your loyal guests. In this section, start by describing how you want to drive incoming traffic, in addition to what budget you have in mind, and your expected return on investment. If you have a lot of detailed information, you may want to create a separate marketing plan document.

To cover all your bases, you can include the Four Ps of Marketing:

  • Product: What beverage and food products you will offer? For example, will you offer non-coffee drinks, frappuccinos, espresso, or cold brews?
  • Price: What is your average price point and how does it compare to competitive coffee shops?
  • Place: The location of your coffee shop and how it will impact your success. For example, will you operate kiosks, and if so, where will they be placed to get the most foot traffic?
  • Promos: How will you drive customers to your location(s)? Examples include live music, giving free samples, advertising, or partnering with influencers or other organizations.

Business Operations and Operating Plan

The business plan operations section includes the physical requirements of your coffee shop business, like retail space, specialized equipment, supplies, and labor. When describing your business’ operational expenses, also consider showing where your coffee shop is trying to save money. For example, if you are buying used furniture or equipment, let your reader or potential investor know how you are cutting losses. 

Here are a few areas you can include in the operating plan section:

Retail Space

  • Space you plan to lease, buy, or rent for your coffee shop
  • Parking spaces for a truck or for customers to access your coffee shop

Specialized Equipment

  • Coffee machines like a coffee grinder, a brewing machine, or a hot water dispenser
  • Specific arrangements like a sandwich prep table, counter space, or a display case
  • Technology such as a coffee shop POS to process transactions and track inventory
  • List your suppliers according to type – for your coffee beans and other food and drink products
  • Menu items you will buy vs. make in your coffee shop, such as croissants or cookies
  • The frequency at which you need to restock your coffee shop inventory
  • Staff such as a Barista to brew coffee
  • Staff to do food preparation, menu creation, and cleaning
  • A manager to oversee payroll and human resources

Financial Forecast and Expenses

This is an important section, especially if you need to attract investors to your coffee shop. Since coffee shops are often smaller storefronts, usually with a lower profit margin , this section needs to emphasize how your coffee shop business will grow and be profitable in the long-term. 

Your financial forecast and expenses section should include the following:

  • Cash flow statement with monthly projections for all your coffee shop purchases
  • Balance sheet to give investors a snapshot of your assets, liabilities and equity
  • Break even analysis to demonstrate the sales you need in order to make a profit

Coffee Shop Business Plan: Next Steps and Plan Template

To get ideas of details to include, use a coffee shop business plan sample.

Whether you own a coffee shop or are just starting out, writing a coffee shop business plan is essential to your success. In such a highly competitive coffee market , you need a business plan to show potential investors what makes your store stand out. 

If you’re looking for a coffee shop business plan example, a template is a great place to start. By using a coffee business plan template , you can improve your chances of securing funding or attracting new business partners. Using a business plan sample for a coffee shop will also keep you organized and show readers how your coffee shop can be successful.

FAQs: Coffee Shop Business Plan

If you have any lingering questions, we’ve answered the top coffee shop business plan FAQs.

How profitable is a coffee shop?

A coffee shop business’ profits can range from 2.5% to 85% of gross sales, according to this Chron article . The amount of profit depends on the size of your coffee shop – smaller coffee shops usually have lower profits.

How do you start a coffee shop business?

To start a coffee shop business, do lots of research on the industry and your market so you can plan how to separate yourself, your menu, and the quality of your products from competitor coffee shops. Consider where your coffee shop might be located and what kind of customer base you’ll have. Map out the expected costs for operations, marketing, etc. in a financial plan. This will help you plan a strategy for success so you can create a strong coffee shop business plan to present to potential investors.

How much budget is needed to open a coffee shop?

How much budget you need to open a coffee shop will depend on the location of your business. Start by doing some research on real estate in the area where you want your coffee shop business, suppliers for your menu items, cost of hiring employees, and other operating costs. Also, consider what kind of marketing campaigns – such as email, direct mail, and advertisements – that you might want to run and include those in your budget too.

How do you start a business proposal for a coffee shop?

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 so you understand how a coffee shop business works, your market, and your competitors, and have relevant facts and figures to support the plan for your new business. 

Debra Weinryb author photo

Debra was a Content Marketing Specialist at TouchBistro, writing about the latest food and restaurant industry trends. In her spare time, Debra enjoys baking and eating together with family and friends.

Download our free inventory template

Subscribe to the touchbistro newsletter.

Orange Takeout Box

Your Complete Guide to Restaurant Reservations

TouchBistro's complete guide to restaurant reservations report

More Articles

A stack of the 2024 State of Restaurant Report hardcovers.

Join over 18,000 subscribed restaurateurs and get:

  • Free industry reports, checklists, templates, guides, and more
  • The latest restaurant trends delivered straight to your inbox
  • Tips for running a successful restaurant

Team smiling

How to Create a Coffee Shop Business Plan

Sample plan illustrates the process

  • Section 1: Executive Summary

Section 2: Business/Industry Overview

Section 3: market analysis and the competition, section 4: sales and marketing plan, section 5: ownership and management plan, section 6: operating plan, section 7: financial plan.

  • Section 8: Appendices and Exhibits
  • Small Business
  • Online Business
  • Home Business
  • Entrepreneurship
  • Operations & Success

Susan Ward has run an IT consulting firm and designed and presented courses on how to promote small businesses.

A simple coffee shop business plan can help you get your business off the ground by following a standard layout consisting of a single document divided into several sections. Included should be a description of the organization, market research, competitive analysis, sales strategies, capital, and labor requirements and financial data.

Business plans range from a few pages to hundreds of pages long depending on the size and scope of the business. For a relatively small business like a coffee shop, it is best to be succinct and keep the plan to 30 pages or less, especially if you intend to submit it to bankers or investors for debt or equity financing. Potential investors want to see solid research and analysis presented in a concise form.

To give your plan more visual appeal Include photos, designs, or site plans of prospective premises to give your plan more visual appeal. Charts and graphs help illustrate financial information such as revenue projections.

A basic business plan for a coffee shop can be done in eight sections, plus a title page.

Enter your business information starting with the legal name. If you already scouted a likely location or have a website in place, include the addresses. If you have a business logo, add it at the top or bottom of the title page. The title page also should include a table of contents that lists each section and the page number where it begins.

Business Plan

Java Jake's Coffee House

October 15, 2017

2303 Stewart St. East Clovervale 609-458-2020 email: jj@javajakescoffeehouse.com web: javajakescoffeehouse.com

Presented to: "Name" "Company or Financial Institution"

Table of Contents:

1. Executive Summary

2. Business/Industry Overview

3. Market Analysis and the Competition

4. Sales & Marketing Plan

5. Ownership and Management Plan

6. Operating Plan

7. Financial Plan

8. Appendices and Exhibits

Section 1: Executive Summary 

Place the executive summary near the beginning of the plan, but write it last. It should provide a short, concise, and optimistic overview of your business that captures the reader's attention and gives them an interest in learning more about it. The executive summary should be no more than two pages long, with brief summaries of other sections of the plan. 

Java Jake's Coffee House will be the go-to place for coffee lovers. We plan on serving the highest quality coffee and snacks in a trendy, comfortable atmosphere. Our convenient location and excellent customer service should build a steady repeat customer base.

Owners Jack Valdez and partner Juanita Sanchez each have more than a decade in the food service industry, including management experience.

Our main products will be higher margin gourmet coffee products such as espressos, cappuccinos, lattés, and a variety of snacks, including healthy alternatives.

Strategically located within easy walking distance from the technical school, nursing colleges, and a variety of office complexes, we intend to cater to students and young office workers by providing plenty of seating space and superior customer service with a trendy vibe. 

In the immediate area, our competition consists mainly of fast food vendors such as McDonald's and Dunkin. We plan on capturing the upper end of the local coffee market by serving gourmet, nonmachine-made coffee products at reasonable prices. Along with our superior atmosphere and great customer service, we intend to target sophisticated coffee consumers. 

The location we have selected has 2,000 square feet of space, room for an outdoor patio, and requires minimal renovations. The space has been vacant for several months and the owner is motivated and has offered a four-year lease with a fifth year free.

We expect sales revenue to grow from $200,000 in the first year of operations to $250,000 by the end of the third year. To minimize operating expenses, both of the principals will be onsite on a full-time basis to reduce staffing costs, supervise, and maintain quality control. We expect net profits to grow from $50,000 to $100,000 by year three.

$200,000 in startup funding is required for lease costs, renovations, equipment, and furniture. The principals have $100,000 in cash and will obtain the rest from commercial lenders.

Provide an overview of the coffee industry , the local market, and what makes your business unique.  

The Coffee Industry

According to analysis by Pew Research, millennials have overtaken baby boomers as America's largest living generation.   Millennials are more social and mobile than previous generations and prefer to have coffee with friends in trendy, public locations, increasing the popularity of high-end coffee shops. U.S. statistics indicate that:  

  • Gourmet coffee's popularity is increasing across diverse demographics
  • Americans consume more than 600 million cups of coffee per day  
  • Retail sales of coffee exceed $47 billion per year  

Our Position in the Industry

East Clovervale is an affluent area with a high density of students and young professionals, an ideal market for a coffee shop such as Java Jake's Coffee House. People in this area can afford to spend money on specialty coffees and snacks and are willing to do so.

Our market research has shown that seven out of 10 people polled in East Clovervale consume at least three cups of specialty coffee per week. 

The Competition

While there currently are two other coffee shops within the immediate area, neither offer patio seating or substantial parking. One does not offer free wifi.

What Makes Java Jake's Coffee House Unique

Java Jake's Coffee House marketing strategy is to cater to the the young and young at heart with top quality products, great service, and plenty of seating indoors and out. We aim to be the place to meet with friends, relax, and enjoy a great cup of coffee. Ultrafast wifi will enable students and business people to readily communicate and work on school or business activities. 

Demonstrate that you have thoroughly analyzed the target market and that there is enough demand for your products to make your coffee business viable. The competitive analysis includes an assessment of the competition and how your coffee business will compete in the sector.

Given the proximity to schools and office complexes, our primary target market will be students and professional business people. Both groups are heavy consumers of coffee, tea, and snacks. 

Based on our customer surveys, there is a strong demand for a high-end coffee shop in a central location that serves great coffee and has both outdoor seating and available parking. The three most common complaints about the existing competition in the area are:

  • Inconsistent product:  Discerning customers are reluctant to become regular patrons of a coffee shop that cannot consistently serve a high-quality product. 
  • Lack of patio seating:  Many people prefer to consume their food and beverages outdoors on a sunny day.
  • Lack of parking:  The lack of parking makes it difficult to attract vehicle commuters.

The local customer base consists of approximately:

  • 3,000 students from two post-secondary schools
  • 200 school staff
  • 1,000 business people and office workers

Both schools have solid attendance and are expanding their student populations. The local business market is strong and has been relatively unaffected by previous economic downturns.

Compared to our compeition, we expect our revenues to grow strongly as we build our customer base:

Describe how you intend to entice customers to patronize your coffee shop, including advertising, promotion, pricing strategy, sales, and service. 

Our Product Offerings

The existing competition uses lower grade beans, inexpensive equipment, and does not properly train staff — resulting in inconsistent product quality and dissatisfied customers.

At Java Jake's we are passionate about coffee and intend to focus on consistently serving the highest quality product by:

  • Sourcing premium beans and snacks and maintaining freshness at all times.
  • Using a top-of-the line espresso machine and related equipment.
  • Providing baristas with professional training.

By focusing on quality, consistency, and great customer service, we will build a steady repeat customer base.

Pricing Strategy

We intend to focus on specialty coffees including espresso, cappuccinos, mochas, etc. as the profit margins are much higher than regular coffee. To command a higher price for regular coffee, we will not use drip machines. Instead, each cup will be single served using a coffee press so that every cup is up-to-the-minute fresh and delicious. 

Our pricing will be competitive with the higher end of the market. We believe that customers will be happy to pay top prices for a great cup of coffee.

We will be offering counter service in a professionally designed, cozy, inviting interior space. Interior seating will be a mix of smaller individual tables for intimacy, and longer, bench-style ones for larger groups. Exterior seating will consist of weatherproof tables and chairs with available sunshade umbrellas. We intend to be open from 6:30 a.m.-9 p.m. on weekdays, and 7 a.m.-9 p.m. on weekends.

In addition to cash, credit, and debit, we also will be accepting Apple Pay for purchases.

Advertising and Promotion

To minimize costs and connect with our customer demographic, most of our advertising will be of the digital variety. We intend to aggressively promote our products using the following methods:

  • Posters on the local campus billboards
  • Our state-of-the-art website
  • Daily specials announced on Facebook, Instagram, and Twitter

Statistics demonstrate that loyalty cards are highly effective, and Java Jake's will use a custom-designed rewards card to promote repeat business.

Describe the legal structure, ownership, and (if applicable) the management and staffing requirements of your business. 

Ownership Structure

Java Jake's Coffee House is a private corporation registered in the state of Texas. The business is 100% owned by Jack Valdez and Juanita Sanchez:

  • Jack Valdez: 60 Class A Shares
  • Juanita Sanchez: 40 Class A Shares

Owners Jack and Juanita will co-manage the business, and at least one will be present at all times during open hours. Both owners have previous food service management experience and are trained and experienced baristas.

External Resources and Services

Melford's Design Services will be contracted for the interior design of the premises.

Jackson and Jackson will provide accounting services for the business.

Jody's Catering will supply the baked goods.

Outline the physical requirements of your business, such as retail space, equipment, inventory and supply needs, labor, etc. For a business such as a coffee shop that requires custom facilities, supply chains, specialized equipment, and multiple employees, the operating plan needs detail. 

The premises we have chosen are at 2303 Stewart St. The space features:

  • 2,000 square feet of indoor space in a modern, well-maintained building in an excellent location
  • Approximately 500 square feet of outdoor patio space, with lockup racks for bicycles
  • Existing zoning for restaurant usage
  • A four-year lease at $3,500/month with a fifth year free
  • The building owner is responsible for trash collection, recycling, pest control, and security
  • Utilities (water, electricity, gas, internet, phone) are estimated to be $800 per month

The previous tenant was a restaurant, and there are existing kitchen and washroom facilities already in place. The previous tenant has offered to sell used kitchen equipment at heavily discounted prices.

Two full-time and four to six part-time baristas will be hired at industry standard wages. Baristas will be trained at a regional barista training academy. The two full-time employees are previous employees of the owners. The part-time employees will be sourced from the local post-secondary institutions.  

Owners and staff will share all regular duties, including taking orders, making coffee/tea, clearing tables, restocking, dishwashing, maintaining washroom facilities, etc.

To increase employee loyalty, a bonus/profit sharing system will be put in place.  

The following equipment will be purchased:

  • Commercial grade La Marzocco Espresso machine ($25,000)
  • Espresso grinder ($1,500)

We currently are negotiating the purchase of used commercial equipment from the previous tenant, including:

  • Glassdoor fridge ($1,000)
  • Dishwasher ($1,500)
  • Microwave ($700)
  • Misc. shelving, storage bins, etc. ($500)

Maintenance contracts for the equipment will be negotiated with local vendors.

We have negotiated an agreement with Murphy's Coffee Wholesalers to supply premium gourmet Columbian coffee/espresso beans with two-day shipping. Milk, juices, soft drinks, fruit, etc. will be sourced from the local Costco.

Muffins, scones, cookies, yogurt fruit cups, and sandwiches will be supplied on a daily basis by Jody's Catering.

This is the most important section of the business plan, especially if you need debt financing or wish to attract investors. The financial plan has to demonstrate that your  business will grow  and be profitable. To do this you will need to create projected income statements, cash flow statements, and balance sheets. For a new business, these are forecasts, and a good rule of thumb is to underestimate revenues and overestimate expenses.

Include these financial statements:

  • Income Statements:  These shows your projected revenues, expenses, and profits. Do this on a monthly basis for at least the first year for a startup business.
  • Cash Flow Projections:  These show your monthly anticipated cash revenues and disbursements for expenses. It is important for demonstrating that you can manage your cash flow and will be a good credit risk.
  • Balance Sheet:  This is a snapshot summary of the assets, liabilities, and equity of your business at a particular point in time. For a startup, this would be on the day the business opens. Note that a new business will have no accounts receivable entries on the balance sheet. Note also that the balance sheet is much simpler for unincorporated businesses without employees. Income tax, pensions, medical, etc. are only applicable to incorporated businesses, as are earnings/retained earnings.
  • Breakeven Analysis : Including a breakeven analysis demonstrates to financiers or investors what level of sales you need to achieve to make a profit.

Section 8: Appendices and Exhibits

The appendices and exhibits section contains any detailed information needed to support other sections of the plan.

Possible appendix/xxhibit Items include:

  • Credit histories for the business owners
  • Detailed market research and analysis of competitors
  • Resumes of the owners and key employees
  • Information about your industry
  • Information about your products/services
  • Site/building/office plans
  • Copies of mortgage documents, equipment leases, etc. (or quotes on these)
  • Marketing brochures and other materials
  • References from business colleagues
  • Links to your business website
  • Any other supporting material that may impress potential lenders or investors if you are looking for financing.
  • How to Start a Successful Coffee Shop
  • The 9 Best Business Plan Books
  • The Best Small Business Opportunities
  • Food and Beverage Chain Mission Statements
  • Top Department Store Mission Statements
  • How Market Positioning Helps You Connect With the Right Customers
  • How to Write a Business Plan for a Pet Business
  • Important Barista Skills That Employers Value
  • How to Write a Restaurant Business Plan
  • How to Start a Vending Machine Business
  • How to Write a Home Business Plan
  • 6 Essential Parts of a Retail Business Plan
  • The Most Common Business Plan Mistakes
  • 9 Critical Steps to Writing a Business Plan
  • Learn About the Structure of Starbucks
  • Sample SWOT Analysis for Business: The Kroger Company

Full Coffee Roast logo

How To Create A Coffee Shop Business Plan: Step By Step

Coffee shop business plan

Opening a coffee shop is both exciting and challenging.

If you want your business to succeed, learning how to write a coffee shop business plan is important .

Coffee shop owners enjoy a great deal of freedom when it comes to the products and services they offer, the decor within the establishment, the people they hire, and many other aspects of the business.

Even small coffee shops can turn a substantial profit. Why?

Well, coffee shops also add value to the surrounding community, giving residents a safe, uplifting place to gather.

However, some coffee shops will fail .. In fact, the U.S. Small Business Administration reports that approximately one-third of small businesses will fail within the first two years.

By the end of five years, half of all small businesses will fail. To give your coffee shop the best chances of success from the first moment the doors open, you need a solid business plan. To create an effective business plan, follow the steps below.

Competition

Company overview, exit strategy, step 1: brainstorming and market research.

Before you begin writing your coffee shop business plan, spend some time learning about business plans in general. Business plans for all types of businesses usually have six different sections: executive summary, opportunity, execution, company and management summary, financial plan, and appendix.

You should have an executive summary at the beginning of your business plan, although it may well be the last part of the plan that you write.

It is also a good idea to spend some time brainstorming basic ideas for your new coffee shop and performing market research. Write down any ideas you have for the business so you can refer to them later. As you research the market, be sure to focus on your specific region for the best results.

If other people will have a stake in the business, consider including these individuals in the process of brainstorming and writing the business plan.

Step 2: Opportunity Section

The next step in completing your business plan involves constructing the opportunity section of the document. This section focuses on defining several key components of your business, including the products you intend to provide, the problems you will solve within the community or market, your target consumer, and your competition.

Identifying Problems And Solutions

Begin this part of the plan by outlining the problem you will solve for consumers and how your solutions will be different from the competition. Some examples of problems a new coffee shop may solve include:

  • Consumers have no access to gourmet coffee within a reasonable driving distance.
  • Consumers lack good places to congregate in town.
  • Consumers have access to inferior coffee and/or bakery options only.
  • The area’s coffee shops have poor service, high prices, or some other characteristic that causes problems for customers .

Now, describe the strategy you will use to solve the problem you have defined.

For example, if you are establishing the town’s first coffee shop, you may be hoping to provide consumers with access to gourmet coffee and bakery products closer to home. On the other hand, if you will be competing with other coffee shops in the area, you may be hoping to provide better quality products, a better atmosphere, and/or better prices.

Target Market

Analysis about the target market

Your business plan’s opportunity section should also define your target market. Although you may be hoping that your new coffee shop will appeal to everyone in the area, you need to narrow down this target market, so you can focus your efforts on the people most likely to frequent your establishment.

For example, your target market may be young adults between the ages of 18 and 35.

Alternatively, you may be looking to advertise as a family-friendly establishment, focusing your efforts on people with children. In some cases, you may define two or more market segments you hope to target.

To complete the opportunity section of your business plan, take some time to research and describe your coffee shop’s competition. Are there other businesses in the area offering the same types of solutions?

Examples may include small coffee shops, as well as chains. If you plan to sell baked goods along with coffee, you may consider local bakeries or counter service restaurants as competition as well.

Step 3: Execution Plan

The execution section of your business plan focuses on the exact strategies and tools you will use to bring your coffee shop vision to life. This section will include information about marketing plans, sales strategies, the specifics of your operations, and your goals and objectives for the business.

This section of your business plan is one of its most important components, as it gets into the details as to how you plan to run your business and achieve success.

Marketing Plan

The purpose of this part of your business plan is to determine how you will reach your target market and draw them into your coffee shop. This plan should include details about the pricing structures you will use for the different products you serve, as well as information about your advertising strategies.

Begin the marketing plan by crafting a position statement. This statement describes how you will present your coffee shop to customers and how you will set yourself apart from the competition.

For example, your position statement may describe your business as a high-end gourmet establishment with quality products that aren’t available anywhere else.

On the other hand, if you are hoping for a more casual coffee shop, your position statement may describe your establishment as low-key and more affordable than other options in the area.

Your marketing plan also must include a pricing structure. As you determine prices for the different products you intend to sell, remember that prices should cover your costs, comply with market rates for the same product, and turn a profit. Your pricing structure will be intricately tied to your positioning statement as well.

Finally, spend time developing a strategy for advertising and promoting your coffee shop to the public.

The operations section of the business plan lays out the details of your business’s day-to-day operations. Having a solid operational strategy will make a significant difference in the efficiency and profitability of your establishment. Subsections that should be covered in this part of the business plan include:

  • Sourcing – Before opening a coffee shop, you will need to find sources for the ingredients in your products, including coffee and any food products you want to serve.
  • Milestones – Your milestones are your planned goals that indicate what you want to accomplish with your coffee shop over time. For example, you may indicate that you want to open by a certain date or serve a specific number of customers within a certain amount of time.
  • Metrics – The metrics section of operations will indicate how you plan to measure your coffee shop’s performance. Examples of metrics include revenue, profit, number of customers served, and number of repeat customers.
  • Assumptions and risks – The assumptions and risks section outlines the factors you assume will support your business, as well as the factors that threaten the success of your business.

Step 4: Company And Management Summary

The company and management summary covers the structure of your business and names the key players. In a smaller coffee shop, this section of the business plan may be relatively short. However, you should still list the people who are invested in the success of the establishment.

Team Overview

The team in charge of your coffee shop may consist of the owner as well as the people you have hired to act as managers. If you have not yet hired anyone to act as a manager, you can list the qualifications you hope to see in prospective managers instead.

In fact, if you haven’t hired anyone yet, constructing this part of the business plan is an exercise that will help you figure out exactly how many people you will need to hire before your coffee house can have its grand opening.

In this section, you can include a mission statement that describes the way you will approach customer service. Ideally, this statement should be only one or two sentences in length.

Your company overview can also include information about the business’s location and its legal structure. If your coffee shop has an interesting backstory, you can include a subsection on company history as well.

This section is optional for many coffee shop businesses, but it is a good opportunity to solidify your business’s identity and purpose. If you are seeking help from investors, including this section in the business plan can improve your chances of success.

Step 5: Financial Planning

people talking about financial plan

The last major part of your coffee shop business plan deals with finances. For many people, this is the most difficult part of the plan to write. However, because it will play an important role in the success of your coffee shop, having a solid financial plan is essential.

In order to construct your financial plan, you need to draft several financial statements. These statements include:

Sales Forecast

The coffee shop’s sales forecast is designed to predict how your sales revenue will look over the first few years of your business. If you don’t have much experience in the coffee business , it may be difficult to guess how much you will expect to sell.

If you are not sure how to begin, you can start with average sales information for other businesses in the area and adjust it based on different factors, such as the fact that your business will be new and won’t have regular clientele immediately.

When constructing your sales forecast, remember to take the direct expenses you will incur to make your sales into account. These expenses, which are also known as the “cost of goods sold,” will include any expenses you incur when creating your menu items.

Examples of direct costs include the cost of ground coffee, syrups, and bakery product ingredients. Do not include expenses that are not directly related to products, such as the cost of business insurance or the wages you pay to employees.

Personnel Plan

The personnel plan you create for your coffee shop will include detailed information about the expenses related to employees. These expenses include the wages you will pay as well as other costs such as insurance and payroll taxes.

Although larger businesses may break this information down based on categories of people, smaller coffee shops will usually list employee costs on an individual basis.

Profit And Loss Statement

Your profit and loss statement is the financial statement that demonstrates whether your business is making a profit. If your business does not make a profit, this statement will demonstrate the size of the loss.

Because you have not yet started operating your coffee shop, all of the information on this sheet will be hypothetical when you create your business plan. However, this statement still has value for planning purposes.

Your profit and loss statement will pull information from the two financial statements you have already created (the sales forecast and personnel plan). It will also incorporate other information that hasn’t been covered yet, such as the other expenses you will incur while running your business. Examples include building rent, utilities, and insurance expenses.

In addition, your profit and loss statement should include a final figure that takes all of your hypothetical revenue and expenses into account and calculates either a profit or a loss.

Specific components of a profit and loss statement include:

  • Income – This will include the estimated amount of money you expect to bring in from coffee sales and any other source.
  • Cost of goods sold – This figure will include the cost of ingredients and other items you must purchase in order to make and serve your coffee, bakery items, and anything else your coffee shop sells.
  • Operating expenses – These expenses are indirect expenses associated with running your coffee shops, such as the cost of insurance, rent, and wages paid to baristas.
  • Gross margin – Your coffee shop’s gross margin can be calculated as the cost of goods sold subtracted from its total sales.
  • Miscellaneous expenses – If you have expenses related to depreciation, taxes, interest, or a similar cost, list them here.
  • Total expenses – This figure is the total of all operating expenses and miscellaneous expenses for your coffee shop.
  • Operating income – The operating income is your coffee shop’s earnings before taxes, interest, and other such expenses have been subtracted. To calculate this figure, start with your sales total and subtract the cost of goods sold and total operating expenses.
  • Net profit or loss – Your net profit or loss is the bottom-line figure that tells the exact amount of profit or loss for your coffee shop.

Balance Sheet

balance sheet

Your coffee shop’s balance sheet is a basic overview of the business’s financial health . This statement will list all of your company’s assets as well as its liabilities. Assets may include a building (if owned) and equipment. Liabilities include any unpaid debts, such as business loans and outstanding employee wages.

Cash Flow Statement

Your business’s cash flow statement is designed to track the flow of cash in and out of your business over time. Most cash flow statements will begin with the amount of cash you currently have on hand. The statement also incorporates anticipated income and expenses.

The coffee shop’s cash flow statement will help you anticipate how your business’s buying power and needs will change over time, so you can make wise financial decisions.

The final section of your financial plan is your exit strategy, which will include details about how you will end your business. If you are just starting out and as such don’t have any plans to sell your business, this section could be omitted or kept very short.

If you decide to include this section, it should describe your ideal situation for leaving the coffee shop business. For example, your exit strategy may involve merging with another coffee shop or chain. Alternatively, you may hope to sell your business to a new owner.

Step 6: Executive Summary

Although the executive summary is usually listed first in a business plan, it is easier to construct this component of the plan after the other sections have been completed. The executive summary section will introduce your coffee shop and provide an overview of the remainder of your plan.

Your executive summary be suitable as a standalone document if necessary. As you construct your executive summary, be sure to include: As you construct your executive summary, be sure to include:

  • The problem your coffee shop solves
  • The way your coffee shop solves the problem
  • The coffee shop’s target market
  • The coffee shop’s competition
  • An overview of your management plans
  • A summary of your finances
  • The milestones you hope to meet

The Final Word On Your Coffee Shop Business Plan

Constructing a detailed, useful coffee shop business plan takes time and research. If you are having trouble getting started, consider reaching out to a professional for help. You may also be able to find a business plan template online to help guide your writing.

Coffee Shops Business Guides

10 Most Profitable Things To Sell In A Coffee Shop (Besides Coffee)

15 Top Coffee Shop Chains

How To Come Up With Coffee Business Names

Coffee Shop Marketing Mix: Get It Right And Earn More Money

How To Attract Customers To Your Coffee Shop

Coffee Shop Branding: Get These 5 Key Elements Right

7 Top Coffee Home Business Opportunities

Coffee Shop Furniture: A Buyer’s Guide

Coffee Shop Equipment: Don’t Overlook These 9 Essentials

Best Coffee Shop Tables: 6 Top Choices

How To Create Coffee Shop Marketing Plan: A Step By Step

How To Create A Coffee Shop Logo: A Step-By-Step Guide

Top 9 WordPress Themes For Coffee Shop Owners

Aisling O'Connor

Aisling is an Irish food and drinks writer and journalist fueled by coffee and herbal tea. She followed up her journalism degree with nutrition studies. Find Aisling on LinkedIn .

View all posts

Upmetrics AI Assistant: Simplifying Business Planning through AI-Powered Insights. Learn How

Upmetrics

Business Planning

  • Financial Forecasting

AI Assistance

See how upmetrics works  →, strategic planning, entrepreneurs & small business, accelerators & incubators, business consultants & advisors, educators & business schools, students & scholars.

  • Sample Plans

Business Plan Course

Small business tools.

  • Strategic Canvas Templates

E-books, Guides & More

  • WHY UPMETRICS?

Customers Success Stories

  • Business Plan Builder
  • Canvas Modeling
  • Product Tour
  • Business Consultants and Advisors
  • Entrepreneurs And Small Businesses
  • Accelerators & Incubators
  • Educators & Business Schools
  • Students & Scholars
  • Sample Business Plans
  • business plan course
  • E-Books, Guides & More
  • Success Stories
  • Food, Beverage & Restaurant

How to Write a Coffee Shop Business Plan + Free Template

trustpilot reviews

You are a smart entrepreneur. You don’t jump right in and open a coffee shop just because you decoded the secret of making perfect cups of steaming delicious coffee.

Instead, you wait and plan to write a unique business plan that resonates with your coffee shop’s concept.

But hey, writing a business plan is actually complex. Without any structural format or direction, you may end up making a hotchpotch of your business idea.

To ensure that your business concept translates properly into a plan, we created this step-by-step guide that will prompt you to write an insightful coffee shop business plan in great detail.

Also, get a free coffee shop business plan template that has all the relevant examples for you to get started.

So get yourself a cup of coffee and decode the secrets of writing a stellar plan in easy steps.

Let’s get started.

Key Takeaways

  • Craft a compelling executive summary for your coffee shop business plan. Add key details regarding financials, marketing, business objectives, and operations to help investors evaluate your business idea.
  • Conduct thorough research on the coffee shop market by analyzing the key trends, consumer preferences, and needs of your target market.
  • Streamline your coffee shop operations with a detailed plan outlining the standard operating procedures of your key business processes.
  • Ensure the compliance of business by acquiring essential licenses and permits.
  • Design a brief sales and marketing plan to ensure that the coffee business reaches its target customer and starts making sales.
  • Identify your unique selling proposition and determine your competitive edge in the market.
  • Using SWOT analysis, analyze the strengths, weaknesses, opportunities, and threats of your competitors and your own business.
  • Create a sample menu and determine your menu offerings by considering varying different aspects.

Why Prepare a Coffee Shop Business Plan?

A lot of variables play together to write the success story of your coffee business.

From choosing a shop location to remodeling it as per your unique concept, hiring staff, determining sales strategy, acquiring licenses and insurance, and planning operations-you need to undertake multiple activities, consecutively at a time, to start and run a coffee business.

A business plan will guide you like a map in the right direction. It will ensure that all the business objectives are achieved without breaking a compliance code.

It forces you to assess the viability of a coffee shop idea before you invest the money in it. You can strategically plan the coffee shop’s success by making detailed financial projections relating to the company’s sales, revenue, costs, and expected expenses, and cash flow.

And most important of all, a business plan will help you acquire the required funds by winning the trust of potential investors.

How to Write a Coffee Shop Business Plan: A Complete Guide

Let’s walk through the process of writing a coffee shop business plan with detailed step-by-step instructions.

1. Get a business plan template

Writing a business plan from scratch is pretty exhausting. You are likely to leave behind an important detail without any structural format.

So do yourself a favor and get a business plan template. Trust us, it’s going to make your plan writing process so much simpler.

A template helps bring clarity and focus to different sections of the plan by prompting you in specific directions. Moreover, the templates contain examples and tips specific to coffee shops making it extremely relevant for your business.

Looking for a well-structured and modern business plan template?

Well, we knew you would. Presenting the Upmetrics business plan template that can be easily customized for your unique coffee shop business. Simply download our template and modify it as per your business concept.

small business plan for coffee shop

Need Assistance Writing a Coffee Business Plan?

Get Upmetrics’ business plan template, import data directly into the editor, and start editing using Upmetrics AI Assistant.

Upmetrics AI assistance

Start Planning Now

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.

crossline

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.

Related Posts

Coffee Roaster Business Plan

Coffee Roaster Business Plan

Coffee Truck Business Plan

Coffee Truck Business Plan

Financial Guide for New Startups

Financial Guide for New Startups

Cost To Start a Coffee Shop

Cost To Start a Coffee Shop

Best Business Plan Writer

Best Business Plan Writer

How to Start a Coffee Shop Business

How to Start a Coffee Shop Business

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

small business plan for coffee shop

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

Upmetrics logo

Plan your business in the shortest time possible

No Risk – Cancel at Any Time – 15 Day Money Back Guarantee

trustpilot reviews

Popular Templates

bpb AI Feature Image

Create a great Business Plan with great price.

  • 400+ Business plan templates & examples
  • AI Assistance & step by step guidance
  • 4.8 Star rating on Trustpilot

Streamline your business planning process with Upmetrics .

Download How to Write a Coffee Shop Business Plan + Free Template

Growthink logo white

Coffee Shop Business Plan Template

If you want to start a coffee shop business or expand your current one, you need a business plan.

Over the past 20+ years, our coffee shop business plan template has helped over 7,000 entrepreneurs and business owners create business plans to start and grow their coffee shops.

Below is an example coffee shop business plan template that will help you write your own coffee shop business plan:

2. Company Overview – Your company overview should include a detailed explanation of the company’s concept, location, products/services offered, customer profile and market size.

3. Industry Analysis – This section involves researching various aspects of the coffee industry such as its size, competitive environment, key players and trends.

4. Customer Analysis – The customer analysis should include a description of your target audience, their needs and how you plan to attract and retain these customers.

5. Competitive Analysis – This should include a description of your competitors, their strengths and weaknesses and how you plan to compete with them.

6. Marketing Plan – Your marketing plan should outline the strategies and tactics for achieving your specific marketing objectives.

7. Operations Plan – This should outline the day-to-day operations of the business, its personnel structure, hierarchy and supplier relationships.

8. Management Team – This section should include a description of the key players in the company, their skills and responsibilities.

9. Financial Plan – The Financial Plan should include your businesses’ financial statements and funding requirements.

Next Section: Executive Summary >

Coffee Shop Business Plan FAQs

  • What Is the Easiest Way to Complete My Coffee Shop Business Plan?
  • Growthink’s Ultimate Coffee Shop Business Plan Template allows you to quickly and easily complete your business plan.
  • Where Can I Download a Sample Coffee Shop Business Plan PDF?
  • You can download our coffee shop business plan PDF template here. This is a coffee shop business plan example that you can use in PDF format.
  • What Is a Coffee Shop Business Plan?
  • Why Do You Need a Business Plan?

1. A business plan sets a clear direction: Perhaps the most significant benefit of having a business plan is that it gives you a clear direction and purpose. It outlines your goals and objectives, how you plan to achieve them, and the timeline and resources required. A well-written business plan also clarifies your target audience and helps you understand their needs and preferences. With a solid business plan, you’ll have a better idea of where to focus your efforts and resources, which can save you time, money, and frustration.

2. Helps secure funding: Opening a coffee shop requires a significant investment in equipment, inventory, rent, and staffing, among other expenses. To secure funding from investors or lenders, a business plan is essential. It demonstrates your knowledge of the industry and market trends, your marketing strategy, financial projections, and how you plan to mitigate risks. A well-thought-out business plan can help convince potential investors that you have a viable idea and are a good investment.

3. Provides a roadmap for growth: A business plan is not just for starting your coffee shop; it’s also essential for long-term success. It’s a roadmap that can help you navigate the ups and downs of running a business. A good plan should contain measurable goals that you can track and adjust as needed. It should also have contingency plans if things don’t go as expected. As your coffee shop grows and evolves, refer to your business plan to ensure that you stay on track and adapt to changing market conditions.

4. Attracts and retains employees: In addition to investors and lenders, your business plan can also help attract and retain employees. A clear business plan shows potential employees what your vision is and what you want to achieve. It also shows them how they can contribute to your success and how you plan to reward them for their efforts.

5. Enhances credibility and professionalism: Finally, a business plan can enhance your credibility and professionalism. It shows that you have thought through your ideas and have a clear plan for how to execute them. This level of detail and preparation can go a long way in building trust with potential investors, lenders, employees, and customers. A well-written business plan can also make you stand out from your competition by demonstrating your attention to detail, industry knowledge, and commitment to success.

  • What Are the Sources of Funding for a Coffee Shop?
  • The main sources of funding for a coffee shop are bank loans and angel investors. With regards to bank loans, banks will want to review your business plan and gain confidence that you will be able to repay your loan and interest. To acquire this confidence, the loan officer will not only want to confirm that your financials are reasonable. But they will want to see a professional plan. Such a plan will give them the confidence that you can successfully and professionally operate a business and ultimately help you secure funding.

COFFEE SHOP 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
  • 10. Appendix

Start Your Coffee Shop Plan Here

Other Helpful Business Plan Articles & Templates

Download a Free Business Plan Template

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

' src=

Makenna Crocker

8 min. read

Updated February 7, 2024

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 niche.

But all of that opportunity creates a heavily saturated market. Walk around your downtown and you’re likely to come across at least a few potential competitors. Starting a business in such a competitive space only adds to the risks you face by not being prepared.

So where should you begin? Start by creating a business plan. The planning process will ensure you understand the competitive landscape, price your coffee appropriately, and are ready to adapt to changing consumer preferences. This article will cover the steps necessary to write a business plan for your own coffee shop business.

Need more guidance? Download our free sample coffee shop business plan for a full business plan example that you can follow as you create your own.

  • What should you include in a coffee shop business plan?

Your coffee shop business plan doesn’t need to be hundreds of pages—keep it as short and concise as you can. You’ll probably want to include each of these sections:

  • Executive Summary
  • Company Summary
  • Market Analysis
  • Unique Value Proposition
  • Menu and Services
  • Marketing and Promotion Strategies
  • Operations Plan and Risk Mitigation
  • Financial Plan and Forecasts

Here’s an example of a coffee shop business plan outline. Next, we’ll dive into each of the sections individually.

small business plan for coffee shop

What’s your biggest business challenge right now?

  • Carve out time for market research

Seeing cafes on every block is not uncommon in a lot of cities, so you will need to invest time in market research to identify your target customers and help your coffee shop business stand out. 

You can start simply by walking around your area. What do you notice about the other coffee shops? Where are they located in relation to traffic patterns, and how do they appeal from the outside? Then, go inside and take note of their customer service, menu offerings, and ambience. Keeping track of what others seem to be doing well and what could be better will ultimately help your coffee shop stand out.

Consider the neighborhood where you plan to open and what locals will want from your business. Are you located near a university? If so, what kind of drinks are most popular amongst young adults? Are people in your area typically on the go, or do they prefer more of a sit-down experience? 

To gather more insights, you can talk to customers and read industry publications to understand trends. You could even look into coffee shops in your town that have closed to try to figure out why they failed so you can avoid those same mistakes.

  • Focus on what sets you apart

To bring your coffee shop vision to life in a competitive landscape, you need to differentiate yourself in the market. Your business plan is where you focus on developing your coffee shop’s unique value proposition (UVP). You should not only understand, but be able to clearly explain what makes you different from your competitors.

Maybe you have stellar supplier relationships that will let you serve better tasting coffee for cheaper? Or maybe your coffee shop will double as a community gathering place?

Your unique value proposition explains what solves your customers’ problems, the benefits of your product or service, and why your target customers should choose to do business with you. Regardless of what sets you apart, you need to emphasize it across your business.

  • Create an appealing menu

A compelling menu is crucial for any food and beverage establishment. Your business plan shouldoutline your beverage offerings, as well as food if you plan to provide it. And your description of menu offerings should connect to your target market: If you’re catering to busy commuters, you can emphasize quick meals like pastries and to-go options for each of your coffees. If families are your primary market, highlight kid-friendly options like hot chocolate. 

Maybe you can provide large amounts of coffee and pastries for community events or business meetings? If so, include a subsection about these additional services you can provide, since these may be part of your unique value proposition.

It’s also crucial to plan for the design aspect of your menu. If visual design isn’t your strength, mention in the plan the intention to hire a graphic designer for a professional and appealing prototype. Additionally, consider involving an editor for quality assurance – you may be able to find a trusted friend or business partner for this.

  • Utilize marketing and promotion strategies

In a highly competitive space like the coffee business, creating a well-thought-out marketing and promotion strategy is arguably the most important part of planning. Along with reflecting your brand’s unique appeal, the  marketing plan should also be adaptable to your business’s growth over time. Consider including these key elements:

  • Digital Platforms : Outline which social media platforms (like Instagram, Facebook, etc.) will be most effective for reaching your target audience. Include strategies for content, such as promotional posts or interactive engagement.
  • Local Advertising : Discuss the use of physical signage in strategic locations to attract local foot traffic. Mention the design and messaging of these signs to ensure they align with your brand identity.
  • Detail plans for a soft opening or launch event. Consider including community-oriented activities like live music or local collaborations to generate initial interest and goodwill.
  • Describe potential programs for customer retention and engagement , such as loyalty programs or seasonal promotions. Mention the use of automated communication tools (like texts or emails) for keeping customers informed and engaged.
  • Feedback and Evolution: Include a plan for gathering customer feedback and how this will inform future marketing and promotion strategies. Doing this shows adaptability and a commitment to continuous improvement.

Incorporating these elements into your business plan will not only provide an outline for your marketing efforts but also demonstrate to potential investors or partners how you intend to attract and retain customers.

Don’t neglect your operations plan

Just like having a strong marketing plan, staying on top of your day-to-day operations is crucial. That’s why your business plan should include a detailed operations plan .. The operations plan details all of the tasks you’ll need to manage as the owner to ensure you’re running a functional business. 

Who is responsible for each task, and what are your staffing and training requirements? Ensure that you have the right people for the job, the right amount of people to help run each task, and a delegated plan in order to keep your coffee shop business running smoothly.

Consider the potential for equipment breaking and running out of cups, plates, and other inventory. How might things need repaired, and how much inventory should you have on hand to be best prepared? 

Here, you will also want to factor in storage needs for supplies and a layout that supports quick and easy access for staff – proper layout and organization will encourage good customer flow and barista efficiency. Discuss the seating capacity, counter space, and equipment arrangement to ensure optimal service speed and customer comfort.

  • Financial planning is essential

When setting up your coffee shop business, there will likely be more upfront costs. These could include:

  • Coffee bean and food purchases
  • Salaries 
  • Coffee cups and silverware

With all of this in mind, you can create the start of your sales, expense, and cash flow forecasts . They will help give you some answers on how to price things in order to be profitable, and will ultimately tell you whether or not you have a viable business.

On top of startup costs , you will need to take into account recurring costs like recurring coffee beans and ingredient purchases, utility costs and Wi-Fi access for customers. Don’t forget the cost of paying yourself and your employees. Bucket these all into categories so that you can easily keep track of them.

You’ll also want to consider your revenue streams. Will you charge more for milk alternatives? If people want to rent out your space for work meetings or events, what is your rate? 

Going further, when do you anticipate you will break even? Don’t just consider when your revenue costs equal your startup costs, as this isn’t the most accurate. We recommend you do a break-even table twice – once with your assumptions and again with your actual results. We have a full writeup on this if you’d like to dive deeper.

If you’d like extra guidance with forecasting your financials, tools like LivePlan help you do just that.

Learn more: How to Forecast Expenses and Revenue in LivePlan  

  • Understand risks and how to mitigate them

Just like with any business, challenges might arise. Issues with supply chain, service consistency, or poor quality products are just a few of the things that can unfortunately go wrong when running a coffee shop business. 

It’s important to have strategies for long-term sustainability that keep potential risks like these in mind. Documenting things like your training strategy and coffee bean storage protocol will help keep up with proper quality control of the drinks and service you provide. Strategic inventory management will also reduce the chance you run into supply chain or pricing issues.

  • Download your free coffee shop business plan PDF

By anticipating potential challenges, your business plan prepares you for sustainable success. If you’d like some extra help, download our free sample coffee shop business plan – you’ll get a full business plan example that you can follow as you create your own for your successful coffee shop business.

LivePlan Logo

See why 1.2 million entrepreneurs have written their business plans with LivePlan

Content Author: Makenna Crocker

Makenna Crocker is the Social Brand Manager at Palo Alto Software. Her work focuses on market and social trends, educational content creation, and providing entrepreneurs with small business tips and tools. With a master’s degree in Advertising and Brand Responsibility from the University of Oregon, she specializes in generating a strong and responsible brand presence through social media and sharable content.

small business plan for coffee shop

Table of Contents

  • Don’t neglect your operations plan

Related Articles

small business plan for coffee shop

8 Min. Read

Home health care business plan

small business plan for coffee shop

7 Min. Read

Brewery business plan

small business plan for coffee shop

Franchise business plan

small business plan for coffee shop

10 Min. Read

Wedding venue business plan

The LivePlan Newsletter

Become a smarter, more strategic entrepreneur.

Your first monthly newsetter will be delivered soon..

Unsubscribe anytime. Privacy policy .

Garrett's Bike Shop

The quickest way to turn a business idea into a business plan

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

No thanks, I prefer writing 40-page documents.

LivePlan pitch example

Discover the world’s #1 plan building software

small business plan for coffee shop

small business plan for coffee shop

Latest Post

How to Write a Coffee Shop Business Plan

If your goal is to open a successful coffee shop , writing a business plan is a smart place to start. The idea of a business plan is overwhelming and even scary for MOST people – But it doesn’t have to be. To put it simply, the point of a business plan is to get the idea for your business off of the cocktail napkin into a more organized and thought out format. It forces you to ask yourself some tough questions, get organized and think things through before you spend the first dollar. The first phase of writing a coffee shop business plan is figuring out if your business concept is even remotely viable. Meaning, is there even a market for this? Then after some high level analysis of some key points of research, if it seems plausible, you move into the second phase which is compiling all the costs associated with launching the business. This will include things like rent, equipment, buildout, and so on. After you have figured out what it will cost to launch the business, you need to figure out how long it will take to get the your initial start-up investment back out of the business. Finally, you need to figure out what the next steps are for growing the business once it has become profitable. This is an essential document if you seek financing or outside investment in your coffee shop business. Again, it doesn’t have to be difficult, you just need to know what the lenders and investors are looking for. To write a coffee shop business plan just follow this step-by-step template. 

7 Essential Elements in a Coffee Shop Business Plan

1: executive summary.

The executive summary is the introduction to your business plan. It highlights the most essential elements of your plan in a clear, concise manner–it shouldn’t take more than two pages. Using positive language, this section may summarize your goals and objectives, a description of the gap you’re filling in the market, and your high-level business concept. You want the person reading this section to have enough information to feel optimistic about your idea and eager to dive deeper into the details. 

Even though this is the first section in your business plan, it might serve you to write it last. It needs to be refined and polished, as it can be the make-or-break section for potential stakeholders. You’ll be able to more effectively prioritize and bring to light the best parts of your business plan once you’ve written all of them out.

2: Company Summary

The company summary section of your coffee shop business plan features a nuts-and-bolts description of your company and explains the concept in depth, and what will make it disruptive and different from every other coffee shop. Include the following:

  • Proposed name of the coffee shop
  • Owners’ names 
  • Location (it may just be a city and state for now)
  • Mission and Vision
  • Company history (Any information that describes events that led up to the idea for the business)
  • Overall unique and differentiating concept (what sets it apart)

(Remember, anybody can have a great product or service. Meaning, anybody can start a coffee shop business and sell delicious coffee, pour beautiful latte art, and have an aesthetically pleasing interior design. At this point these factors are expected by consumers – They fall within the most basic consumer needs. Sadly, most coffee shop owners believe these are their major differentiating factors… Think about the last five coffee shops you’ve visited. They probably all offered around 95% the same user experience, menu, and messaging with slight twists on the aesthetics. You need to dig deeper. How will you set your business apart from all the rest? What will make your coffee business unique, disruptive, and special? Most importantly, how will you keep your coffee business fulfilling and relevant 2 years from now?)

3: Management Team Overview

The credibility of a new business always hinges upon the credibility of its management team. The goal of this section of your plan should be to impress upon the reader the trustworthiness and credibility of your team. Include information on the background and experience of each member, and highlight their main accomplishments in this (or related) businesses up to this point in their careers.

4: Product and Customer Targeting Strategy

Every coffee shop serves a slightly different group of people. Who are YOUR people? Men. Women. Anyone who drinks coffee? This would be way too general! You first need to know your unique selling proposition that sets you coffee shop apart. (It isn’t having great coffee! Everybody in the coffee business says they have great coffee.) You need a unique point of view where you can plant your flag in the ground to differentiate from other coffee businesses. Then you need to identify who specifically will align most with your concept, vision, and unique point of view. (YOUR people, also known as a target audience.) How will you reach your target audience? How will you influence their buying behaviors? What is your marketing budget? (For more information on identifying your ideal customer, read our post here. )

5. Store Design Ideas, Equipment Choices, and User Experience

In this section, describe not only the design choices and aesthetic of your cafe, but go into detail about your disruptive and unique user experience too. Make sure the environment and user experience directly tie into your business concept and the aspects that make it unique and disruptive. Think about how customers can interact with your environment, products, and staff differently than every other coffee shop. How will it stand out? (Here’s a tip. Don’t look for your inspiration inside the 4 walls of the specialty coffee industry. Dare to be different. We suggest looking for inspiration in unlikely and unrelated places.)

These are topics we discuss in great depth in our 3-Day Coffee Business Master Class and our How to Open a Coffee Shop Online Class , we also provide sample coffee shop floor plans, equipment lists, and guide students through creating coffee shop concepts with staying power. Check out our class schedule to learn more.

6: Proposed Location and Market Analysis

Successful coffee shop owners know that location is especially important in this business. One major point to consider is that it takes more than just finding a location near a major thoroughfare, business park, residential area or shopping center. You need to make sure the “soil is fertile” with YOUR specific target customers that will actually support your coffee shop business concept. Propose a handful of specific locations that are rich with your ideal customers. Also, do some research into factors such as market size, the area’s projected growth over the next 5, to 10 years, drive-by-traffic, and walk-by traffic. (For more information on finding the right location for your market, read our post here. )

7: Financial Plan

A successful business start up is one that is able to ramp up sales fairly quickly, with the goal of bringing in more revenue than it requires to keep the business running. In other words, it needs to be able to turn a profit. This is what your financial plan can help you determine. 

Sit down with a good spreadsheet software program and make educated but slightly conservative estimations on factors like:

  • Estimated number of transactions per day
  • Projected average $ transaction
  • Estimated gross sales per day, week, month, and year
  • Start-up budget based on your location’s estimated earning potential
  • Operating budget including fixed expenses and prime costs
  • Projected net profit after all expenses have come out
  • Return on start-up investment timeline
  • 5 Year growth strategy

This is one of the most critically important aspects of writing a coffee shop business plan. We teach our students a very detailed and easy to grasp process for how to project all of the above financial bullet points of the business plan and a lot more in our 3-Day Coffee Business Master Class and our How to Open a Coffee Shop Online Class . We also provide a coffee shop 5 year financial plan template and budgeting spreadsheets. Since we have helped so many students open successful coffee shops over the years, this is something we have a lot of hard data on – not just vague industry averages! If you need help writing your coffee shop business plan, we help!

Write your coffee shop business plan with expert guidance

For many entrepreneurs, writing a business plan is the first step in putting their ideas into motion. For comprehensive, step-by-step training to open, manage, or own a coffee shop, register for our Texas Coffee School classes in person and online.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Et, egestas tempus tellus etiam sed.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Et, egestas tempus tellus etiam sed. Quam a scelerisque amet ullamcorper eu enim et fermentum, augue. Aliquet amet volutpat quisque ut interdum tincidunt duis.

Consectetur adipiscing elit. Et, egestas tempus tellus etiam sed. Quam a scelerisque amet ullamcorper eu enim et fermentum, augue. Aliquet amet volutpat quisque ut interdum tincidunt duis.

Aliquet amet volutpat quisque ut interdum tincidunt duis.

 alt=

Featured Classes

small business plan for coffee shop

Featured Class

3-Day Coffee Business Master Class

Hands-on training for every step of starting your coffee shop business.

small business plan for coffee shop

2-Day Barista Training Class

Designed for home enthusiasts and barista staff training. No experience necessary!

small business plan for coffee shop

Coffee Shop Manager Training Course

A 1-day course designed to rapidly advance coffee shop operations, knowledge & management resources.

Register for a coffee class

The Best Coffee Training Available

Sagittis scelerisque nulla cursus in enim consectetur quam. Dictum urna sed consectetur neque tristique pellentesque. Blandit amet, sed aenean erat arcu morbi.

Sollicitudin tristique eros erat odio sed vitae, consequat turpis elementum. Lorem nibh vel, eget pretium arcu vitae. Eros eu viverra donec ut volutpat donec laoreet quam urna.

Bibendum eu nulla feugiat justo, elit adipiscing. Ut tristique sit nisi lorem pulvinar. Urna, laoreet fusce nibh leo. Dictum et et et sit. Faucibus sed non gravida lectus dignissim imperdiet a.

Dictum magnis risus phasellus vitae quam morbi. Quis lorem lorem arcu, metus, egestas netus cursus. In.

  • Quis elit egestas venenatis mattis dignissim.
  • Cras cras lobortis vitae vivamus ultricies facilisis tempus.
  • Orci in sit morbi dignissim metus diam arcu pretium.

Rhoncus nisl, libero egestas diam fermentum dui. At quis tincidunt vel ultricies. Vulputate aliquet velit faucibus semper. Pellentesque in venenatis vestibulum consectetur nibh id. In id ut tempus egestas. Enim sit aliquam nec, a. Morbi enim fermentum lacus in. Viverra.

small business plan for coffee shop

Coffee Business Categories

small business plan for coffee shop

Open a Coffee Shop

Lorem ipsum dolor sit amet consectetur adipisicing elit. Architecto accusantium praesentium eius, ut atque fuga culpa, similique sequi cum eos quis dolorum.

small business plan for coffee shop

Run a Coffee Shop

Lorem ipsum dolor sit amet consectetur adipisicing elit. Velit facilis asperiores porro quaerat doloribus, eveniet dolore. Adipisci tempora aut inventore optio animi., tempore temporibus quo laudantium.

Barista Tips

Lorem ipsum dolor sit amet consectetur adipisicing elit. Sint harum rerum voluptatem quo recusandae magni placeat saepe molestiae, sed excepturi cumque corporis perferendis hic.

small business plan for coffee shop

Leverage our expertise

Download our Barista Guide

Register for a Coffee Class

We’ve helped hundreds of students successfully launch their own coffee shop businesses. Join us in our 5-Star Rated Coffee Classes, whether you’re an aspiring entrepreneur looking to open a coffee shop, a manager, a barista or home enthusiast looking to sharpen your skills.

small business plan for coffee shop

Career change? These skills help you become a coffee shop owner

small business plan for coffee shop

Custom, Convenient, Fun, Cold: 2024 Coffee Shop Trends

small business plan for coffee shop

Roaming Grounds Serves Rural Towns in a Mobile Coffee Truck

small business plan for coffee shop

Noteworthy Coffee Shop Market Trends for Small Business Owners

small business plan for coffee shop

Saving Time and Money When You Start a Coffee Shop

small business plan for coffee shop

2023 Holiday Gift Guide For Serious Coffee Nerds

small business plan for coffee shop

10 Years, 14 Locations, and Beyond with Waterbean Coffee

small business plan for coffee shop

How to Take Your Coffee Shop to the Next Level

small business plan for coffee shop

Kreative Grounds Cafe Is a Mother-Daughter Dream Come True

small business plan for coffee shop

How to Get Ready for Fall at Your Coffee Shop

small business plan for coffee shop

Are More Women Opening Coffee Shops?

small business plan for coffee shop

Coffee Shop Layout and Design Tips for 2023 and Beyond

small business plan for coffee shop

How to Scale Your Coffee Shop Business with Beanstalk Coffee & Sno

small business plan for coffee shop

Starting a Mobile Coffee Business with Lady Sunshine Coffee

small business plan for coffee shop

7 Things Students Say About Our Coffee Shop Business Class

small business plan for coffee shop

The Den: Bringing a Family-Friendly Coffee Shop to Denver

small business plan for coffee shop

Serving Cold Brew Coffee in Your Coffee Shop

small business plan for coffee shop

De Ra Coffee: Serving Drinks That Feel Like Home

small business plan for coffee shop

Creating a Non-Transactional Coffee Shop Customer Experience

small business plan for coffee shop

Coffee Shop Recipes: Rose Latte

small business plan for coffee shop

What’s trending at coffee shops in 2023?

small business plan for coffee shop

Arwa Yemeni Coffee: Coffee Shop Success Story

small business plan for coffee shop

Coffee Shop Marketing Plan for 2023

small business plan for coffee shop

4 Reasons Coffee Shop Owners Burn Out (and How to Prevent Them)

small business plan for coffee shop

How to Open a Coffee Shop in a Small Town

small business plan for coffee shop

Little Brick Coffee Opens a Coffee Shop in Small Town Maryland

small business plan for coffee shop

How to Write Your 2023 Coffee Shop Business Plan

small business plan for coffee shop

5 Business Tips for Coffee Shops in 2023

small business plan for coffee shop

Coffee Shop Recipes: Peppermint Rooibos Mocha

small business plan for coffee shop

Coffee Shop Recipes: Maple Bourbon Latte

small business plan for coffee shop

Coffee Shop Recipes: Sweet Potato Latte

small business plan for coffee shop

Leaving a Legacy with Red Cow Coffee

small business plan for coffee shop

Are Young Americans Drinking More Coffee? And More Coffee Shop Trends

small business plan for coffee shop

6 Mistakes to Avoid When You Start a Coffee Business

small business plan for coffee shop

How to Provide Excellent Coffee Shop Customer Service

small business plan for coffee shop

Fall 2022 Coffee Shop Trends

small business plan for coffee shop

3 Ways to Dial in Coffee Shop Operations

small business plan for coffee shop

5 Smart Business Strategies for Coffee Shops in 2022

small business plan for coffee shop

Galindo’s Is the Hybrid Business Model of Tomorrow

small business plan for coffee shop

Why Are We One of the Best Coffee and Barista Schools?

small business plan for coffee shop

Managing Coffee Shop Costs of Goods Sold and Labor

small business plan for coffee shop

Hybrid Coffee Shop Models: The Future of Coffee Shops

small business plan for coffee shop

How Inflation Affects Coffee Shops and How to Still Succeed

small business plan for coffee shop

How Coffeepreneur® David Bednarek Grew His Coffee Shop Revenue

small business plan for coffee shop

How to Scale and Grow Your Coffee Shop

small business plan for coffee shop

Social Media Tips for Coffee Shops

small business plan for coffee shop

Coffee Shop Innovation in 2022

small business plan for coffee shop

Coffee Shop Operations Best Practices

small business plan for coffee shop

Step-by-Step Guide: How to Start a Coffee Shop

small business plan for coffee shop

Should You Add a Coffee Program to Your Business?

small business plan for coffee shop

Benefits and Challenges of a Drive Thru Coffee Shop

small business plan for coffee shop

How to Start a Coffee Brand

small business plan for coffee shop

Starting a Coffee Truck Business in 2022

small business plan for coffee shop

How to Open a Coffee Shop in 2021: Our Top Posts

small business plan for coffee shop

Coffee Shop Design Rules

small business plan for coffee shop

A Coffee Business With a Cause: Kind Cafe

small business plan for coffee shop

Support Independent Coffee Shops this Holiday Season

small business plan for coffee shop

Tips for Successful Coffee Shop Management

small business plan for coffee shop

What’s the Secret to a Successful Coffee Shop?

Coffee Fuels Rapid Business Growth: Pop’s Coffee Company

small business plan for coffee shop

5 Impactful Ways to Grow Your Coffee Business This Year

small business plan for coffee shop

How to Start a Successful Coffee Shop in 2021

small business plan for coffee shop

How much does it cost to open a coffee shop?

small business plan for coffee shop

Building a Career, Lifestyle, and Culture, with Shannon Neffendorf

small business plan for coffee shop

Top Entrepreneur Tips for Coffee Shop Owners (Part 2)

small business plan for coffee shop

5 Reasons Why Cafe Startups Fail

small business plan for coffee shop

Top Entrepreneur Tips for Coffee Shop Owners (Part 1) 

small business plan for coffee shop

Why Right Now Is a Great Time to Start a Small Business

small business plan for coffee shop

4 Things You Will Only Learn at the Best Coffee Schools

small business plan for coffee shop

This Commercial Cold Brew Solution Will Change the Game For Your Coffee Shop

small business plan for coffee shop

Using Oat Milk in your Coffee Shop Menu

small business plan for coffee shop

How to Find the Best Barista Courses

small business plan for coffee shop

Coffee Shop Marketing Strategies

small business plan for coffee shop

How to Start a Coffee Shop with Loyal Customers

small business plan for coffee shop

How to Make Better Tasting Cold Brewed Coffee at Home

small business plan for coffee shop

Are barista training classes worth it? 

small business plan for coffee shop

What to Expect as a Coffee Shop Owner

small business plan for coffee shop

4 Coffee Business Lessons from Former Students

small business plan for coffee shop

5 Things Only the Best Baristas Know How to Do

small business plan for coffee shop

They Didn’t Just Open a Coffee Shop, They Created a Lifestyle Brand

small business plan for coffee shop

Why Veterans Make Successful Coffee Shop Owners

small business plan for coffee shop

Why You Don’t Have to Wait to Open a Coffee Shop

small business plan for coffee shop

Coffee Shop Industry Trends in 2020

small business plan for coffee shop

How to Become a Coffee Shop Owner

small business plan for coffee shop

7 Things to Think About When Designing a Coffee Shop Floor Plan

small business plan for coffee shop

How Pivoting to a Drive-Thru Coffee Shop Transformed This Oklahoma Sno Cone Business

small business plan for coffee shop

Coffee Shop Owners Need Business Education, Not Just Barista Training

small business plan for coffee shop

3 Barista Training Musts for Coffee Shops

small business plan for coffee shop

Why Now is the Right Time to Start a Coffee Shop

small business plan for coffee shop

Answers Regarding COVID-19 and Upcoming Classes

small business plan for coffee shop

How to Open a Successful Coffee Shop

small business plan for coffee shop

The Pathways To Success Podcast (EP 163): Tom Vincent, Founder of Texas Coffee School

small business plan for coffee shop

Texas Coffee School Coffeepreneur® Spotlight: The Garden Foundation and Dig It! Coffee Co.

small business plan for coffee shop

Don’t let fear stop you from starting a coffee shop

small business plan for coffee shop

The Unstoppable CEO Podcast (EP 124): Tom Vincent, of Texas Coffee School

small business plan for coffee shop

Auto Tampers Are Changing The Espresso Game

small business plan for coffee shop

2 Must Haves For A Coffeepreneur® Starting A Coffee Shop Business

small business plan for coffee shop

The 5 Step Approach Of A Successful Coffeepreneur®

small business plan for coffee shop

The 2 Biggest Things Killing Coffee Shops, And How To Avoid Them

small business plan for coffee shop

4 Reasons You Should Start Your Own Business

small business plan for coffee shop

When To Revise A Coffee Shop Menu: Use Data, Not Emotions

small business plan for coffee shop

A Coffee Expert Gift Guide: 7 Gifts Your Coffee Geek Actually Wants

small business plan for coffee shop

Setting Up Your At-Home Coffee Brewing Station

small business plan for coffee shop

Valentine’s Day Treats for Coffee Geeks

small business plan for coffee shop

Coffee Shop Recipes: House-Made Gingerbread Syrup

small business plan for coffee shop

Are Too Many Menu Options Stifling Your Coffee Shop’s Success?

small business plan for coffee shop

New Year’s Resolution – Get Your Beans Back

small business plan for coffee shop

The Texas Coffee School French Press How-To Guide

small business plan for coffee shop

Is Inconsistency Killing Your Coffee Business From Within?

small business plan for coffee shop

To Flavor or Not to Flavor? : A Barista School Guide to Better Flavored Lattes

small business plan for coffee shop

Barista Training v.s. Quality Barista Training: Don’t Pay The Price By Not Paying The Price

small business plan for coffee shop

Coffee Tips: How To Make Japanese Style Iced Coffee

small business plan for coffee shop

7 Mistakes to Avoid When Opening a Coffee Shop Business

small business plan for coffee shop

Should you serve house blend or single origin coffee in your coffee shop?

small business plan for coffee shop

Holiday Gift Guide For Serious Coffee Geeks – By Texas Coffee School

small business plan for coffee shop

How To Brew Better Tasting Clever Dripper Coffee

small business plan for coffee shop

Blending Cultures Through Coffee Education

small business plan for coffee shop

A Texas Coffee School Guide To Making Better Tasting Coffee with a Hario V60

small business plan for coffee shop

Hand Brewed Coffee vs. Machine Brewed – Which is Best For Your Coffee Shop Business Plan, Barista Training?

small business plan for coffee shop

Multi-Roaster Coffee Shop Business Model: The More The Merrier?

small business plan for coffee shop

Coffee Business Tips: The Consumer’s Perspective

small business plan for coffee shop

How Successful Coffee Businesses Shift Expectations to Elevate Perception of Value

small business plan for coffee shop

How To Make Vacuum Siphon Coffee: A Step-By-Step Brew Guide

small business plan for coffee shop

Women: 3 Career Tips From A Coffee Business Veteran

small business plan for coffee shop

Coffee Class: Why The Coffee Grinder Is The Most Important Component In Your Home Coffee Brewing Setup

small business plan for coffee shop

Coffee Business Matters: Service Beyond the Cup

small business plan for coffee shop

Opening the Doors of Coffee School

small business plan for coffee shop

Everyday Barista Training

small business plan for coffee shop

How To Clean Your Espresso Machine – Best Practices

small business plan for coffee shop

Coffee Shop Signature Drink Recipes: Creatively Embracing Seasonality

small business plan for coffee shop

A Barista School Guide To Pouring Latte Art

small business plan for coffee shop

How To Be A Great Barista – Barista Training

small business plan for coffee shop

Pro Tips: Financing A Coffee Business Through Crowdfunding

small business plan for coffee shop

A Texas Coffee School Guide To Making Better Tasting Coffee with a Chemex

small business plan for coffee shop

How To Plan A Better Tea Program For Your Coffee Shop Business

small business plan for coffee shop

Water…Coffee’s Largest Variable | Coffee School

small business plan for coffee shop

Coffee Business Tips: Creating a Culture of Consistency

small business plan for coffee shop

Barista Training and Coffee Education

small business plan for coffee shop

WHY: Some Coffee Businesses Succeed and Many Fail

small business plan for coffee shop

How To Make Better Tasting Cold Brewed Iced Coffee (Using a Home Toddy Maker)

small business plan for coffee shop

Opening a Coffee Shop Business – 5 Pitfalls and How to Avoid Them

Texas Coffee School company logo

  • Privacy Overview
  • Strictly Necessary Cookies
  • 3rd Party Cookies

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.

Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.

If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.

This website uses Google Analytics to collect anonymous information such as the number of visitors to the site, and the most popular pages.

Keeping this cookie enabled helps us to improve our website.

Please enable Strictly Necessary Cookies first so that we can save your preferences!

How to Write a Coffee Shop Business Plan

Have you always dreamed of opening a coffee shop? Then you’ve come to the right place.

Starting a coffee shop business plan is the first step to success. If you’re planning on raising startup capital by pitching to investors , make sure your coffee shop business plan is ready because they will definitely ask to see it.

If you’ve never seen a coffee shop business plan before, here’s a sample you can use (along with the template below) to get you started. It covers all the basic elements of a proper business plan, including an executive summary, overview and description of a coffee shop business, marketplace information, marketing initiatives, business operations, and financial plans.

small business plan for coffee shop

In this article, we provide a step-by-step approach on how to write a successful coffee shop business plan. We outline each section needed in a good plan, explain that section’s purpose, and provide an example you can use as a starting point.

6 things to consider before  writing your coffee shop business plan

Before you start actually writing your coffee shop business plan, there are a few things you want to nail down first that will save you time and make communicating your vision a lot easier.

Make sure you can answer each of the following questions:

1. How long should a coffee shop business plan be?

A business plan can be anywhere from a few sheets to hundreds of pages long, depending on the size of your proposed business.

For a relatively small business like a coffee shop it’s best to keep the plan as brief and succinct as possible. We recommend 30 pages or less – especially if you intend to submit it to financial lenders for debt or equity financing. They will be looking for solid research, analysis, and strategy written in a concise form.

2. Who’s going to read your coffee shop business plan?

Take into consideration the audience of your coffee shop business plan. Will you be approaching financial lenders or investors? Or is your plan specifically for you and your management team? Just like creating a marketing plan , you need to adjust your writing style and messaging to match the audience’s interest. Certain sections might need more emphasis over others depending on your primary audience.

3. Where will your coffee shop be located?

If you aren’t ready to choose an exact location for your coffee shop , you should at least know which neighbourhood you’re targeting. The location you choose will determine important elements of your coffee shop business plan, such as your competitive analysis and venue type.

4. What is your venue type?

It’s important that you have a clear idea or concept of the type of coffee shop you want to open . What you need to cover in your coffee shop business plan will depend on whether you’re opening a small intimate cafe, gourmet food stand, or craft microbrewery. These can all be considered coffee shops. Sometimes it’s helpful to create Pinterest boards to help you fully visualize your concept.

5. What are your business goals?

Do you have any ideas of what your short- and long-term business goals are for your coffee shop? Are you going to start with one location and then expand a year after launching? Do you want to start off smaller with a food stand and then, once you have enough sales, open a sister coffee shop in a different neighbourhood? Be as specific as you can when communicating your vision and the goals you’re aiming to achieve.

6. What are your credentials and experience?

Have you ever worked in the coffee shop industry? Do you have any certifications? Consider the skills and experience you have that would give your audience confidence that you’re the right person for the business.

If you’re confident you have the skills and experience, then it should show in the coffee shop business plan. But if you’ve never spent any time working in the foodservice industry, you may want to get some hands-on experience so that, at the very least, you know what you’re getting yourself into.

5 Tips for Writing a Coffee Shop Business Plan

So now you’re ready to start writing your coffee shop business plan. To make the writing process easier for you, here are five useful tips:

  • Collect relevant resources (in addition to this article) that will help you when writing. This can include how-to guides, research and trends, and sample business plans – real or imagined. You can use all of these as inspiration and include them in the appropriate sections of your business plan.
  • Write down as much as you can without filtering yourself in the first round. Once everything is out, you can then determine which parts are relevant to which part of your business plan.
  • Don’t let yourself get stuck on one section. If you get writer’s block, make a note and move on to the next section. You can revisit it later, once you have more information or clarity.
  • Use visuals such as graphics and images to clarify your message wherever appropriate. As you write your coffee shop business plan, pull images from any Pinterest boards you created while visualizing your venue and concept.
  • All good things take time. So will your coffee shop business plan. Don’t worry if it takes longer than what you were hoping for. As time passes and you continue to work on your plan, you’ll be able to fine-tune your message and express your thoughts in a cohesive and succinct way.

Coffee Shop Business Plan Template

1. table of contents.

Even for a small coffee shop, your business plan is going to be a long document. A table of contents makes it easier for someone to find specific sections as they read through your plan.

2. Executive Summary

While the executive summary should appear at the beginning of your business plan, it’s the last thing that should be written because it’s an overview of the full business plan. It’s the most important part of your business plan and should be no longer than one page. The purpose is to summarize the main points of the plan, which helps save your audience time. They can then review the sections that are of most interest to them if they want to learn more. Remember to keep this section concise yet inspiring.

3. Business Overview

This section should include a list of basic information about your business. Refer to our coffee shop business plan template to see what it should look like when it’s fully fleshed out.

Below are common details that should be included in your plan, especially if you’ll be seeking bank loans or pitching to investors:

  • Legal name of business
  • Trade name of business (doing business as)
  • Business address (or potential business address)
  • Nature of business
  • Structure of business
  • Date business was established
  • Current mailing address
  • Phone number
  • Banking details (branch and banker’s name)
  • Social media handles

4. Business Description

This section is where your coffee shop concept comes to life.

It’s time to describe your business in great detail: elements like what the concept is going to look like, where it will be located, and the kind of vibe or brand you’ll be creating. Your business description provides paint a clear picture of your vision and goals.

Here’s what to include in your business description:

Will your coffee business be a sole trader, partnership, limited liability partnership or limited liability company? What people will be involved and what are their roles? Will some wear multiple hats? Be concise – you’ll go into more detail about the team later on.

Your coffee shop concept is your big idea . Take the time to describe why your idea is unique and what differentiates you from other coffee shops. Why should coffee drinkers choose your shop over the one down the street or two blocks over? Also, consider what kind of experience you want to create for your customers. Having a restaurant is not just about what you serve to customers but how you serve the whole experience.

Mission statement

Your restaurant mission statement  is one sentence that describes what your coffee shop will achieve. Think of your end goal as the ultimate driving force behind your business. Your mission statement should be something that can be displayed on marketing materials, so keep it short and straight to the point. It needs to easily express to people what your business is about.

Short- and long-term goals

In this section, you’ll want to mention any relevant personal and/or business goals. Your short-term goals describe your first year as a coffee shop owner. Long-term goals involve bigger picture thinking. They are things like how to scale your business or expand into new markets. Be descriptive in this section, but also realistic (i.e. stay within the scope of your financial projections ).

Menu and services

Include a sample menu and discuss your concept in greater detail. If you’re going to offer catering, delivery, or any other services, also include details about complimentary parts of the business in this section. Describe anything else you’ll be selling, such as pre-packaged foods, canned or bottled drinks, or retail products.

You probably haven’t secured a location or negotiated a lease just yet. No problem. Instead of those details, mention the neighbourhoods you’re considering for your venue and why. Answer the following questions and consider the effects they will have on your business:

  • Attraction: Which features of the neighbourhood will affect your coffee shop?
  • Competition: What other coffee shops or related businesses are located in the area?
  • Demographics: What kinds of people live, work, or visit the neighbourhood?

Describe your concept with as much visual detail as possible. Communicate why these details are important and how they relate back to your brand. If you’re working with a design agency or interior designer, mention them in this section and include their visual proposals or mockups.

Business description summary

This section covers a lot, so briefly sum it all up at the end. The business description tends to be filled with a lot of necessary details, so a summary will help your audience understand the main points.

5. The Marketplace

For this section of the coffee shop business plan, you want to demonstrate that you have thoroughly analysed the target market and can prove there is a demand for your business.

A good way to gather intelligence is to do a competitor analysis . Visit your competition, document their menu items, marketing tactics, business practices, pricing, and brand positioning, then analyze your findings from a variety of different angles.

You can also ask people in your prospective neighbourhood about how businesses perform in that area. By gathering as much information as you can, your marketplace assessment will be realistic and paint a clearer picture of how your business can be successful.

The marketplace section is another lengthy part of the coffee shop business plan, that includes the following components:

Market segment

In this section, you should provide an overview of your target audience. Consider details like demographics, psychographics, and segments of your target market.

It’s time to put your target customers under the microscope, show how well you know them. What types of people will frequent your coffee shop and what similarities/differences do they share? Get qualitative and quantitative data, and reference external resources that provide statistics about your customer segments and any other relevant information. Note that each customer segment within your target demographic will most likely have specific needs.

Market Trends

Include relevant statistics about past and current trends within your targeted marketplace. Anything that relates to the demand for a coffee shop business, as well as social and economic factors that have affected similar businesses in the area. Also mention if you’ve conducted your own research or hired a third-party to conduct research on your behalf.

Competition

In this section, you’ll want to be specific about who you consider to be competition. You’ll have both direct and indirect competition within your chosen neighbourhood. Your direct competitors are the coffee shops that offer similar customer experiences and types of cuisine. Indirect competitors may be different from your coffee shop concept but still compete for your target market’s attention and spend.

Now that you’ve analysed the competition, you should be able to articulate what makes you stand out from the others. What does your coffee shop offer to your target audience that no one else currently provides? Why should someone choose your business over another?

Opportunities

Taking into account your competition and customers, you should see where the gaps lie between supply and demand. Use this knowledge to fine-tune your concept and provide a better option for customers. From the menu to opening hours, whatever your coffee shop can do better than everyone else should be highlighted in this section.

Now consider the flip side: what advantages do your competitors have over your business? What do they offer to the market that your coffee shop doesn’t? Provide rationale as to why your coffee shop faces these barriers and, most importantly, how you’ll tackle them once you’re officially open.

Marketplace summary

Time to sum it all up. Expect this section to be a long one, because you’ve got to summarise everything you’ve outline in regards to your marketplace. Highlight the pieces of information that will have the most impact on your audience, such as the demographics of your target market, advantages, and opportunities.

6. Marketing

You may be an amazing barista who can make a killer cappuccino, but without consistent customers and sales, your business isn’t going to last for very long. You need a marketing strategy to keep people coming through the doors.

In this section, we’ll provide an overview of what to include in your marketing strategy, which you can use later on as the framework for your full restaurant marketing plan .

Positioning

Describe how you’ll appeal to your target customers and stay top of mind. Use the differentiators you outlined in the marketplace section to guide your positioning strategy. What do you offer that your target customers can’t get anywhere else? How will you communicate these offerings?

Describe your pricing strategy and how it compares to competitors. The most common question small businesses owners have is, “How do you know what price to charge?”

Questions that will help you decide on a pricing strategy include:

  • What are your food costs? (the total amount spent on food and beverages)
  • What are your food portion costs? (the sum total of all ingredients in one menu item)
  • What is the market price of similar menu items? (i.e. your competitors)
  • How does your pricing compare to the market price?
  • How is your pricing competitive?
  • What kind of return on investment do you expect with this pricing strategy, and within what time period?

Once you’ve determined your pricing strategy, make sure it aligns with your financials. The prices you charge have to be competitive but still allow you to make a reasonable profit.

Online promotion

  • Social Media: If you plan on creating and maintaining social media accounts like Twitter, Instagram, and Facebook, explain how you’ll use them to promote your business and brand.
  • Website: Describe your website’s overall concept and how it aligns with your brand. Provide visuals of the main elements and design style. Also, mention if you plan to built the site in-house or pay for professional services.
  • Advertising: List all of your paid digital promotions such as review sites, email marketing, and social media ads, as well as any agencies you’ll work with to develop and execute your digital marketing initiatives.

Traditional promotion

Will you be hosting an event for coffee lovers? Running a free coffee for a month contest? What about mailing printed ads to tempt locals with photos of your pastries? It’s always a good practice to have a mix of promotional tactics, so if you plan on utilising traditional channels as well as digital, list all your planned traditional ones here.

Marketing summary

Again, here’s your opportunity to briefly summarise your overall marketing strategy and describe which channels you’ll be investing in the most. Emphasize why your marketing strategy is the best approach for both the type of coffee shop you’re opening and the neighbourhood.

7. Business Operations

You’ve described your vision, the marketplace, and how you plan to market your business. Now it’s time to outline how you’ll actually execute your plan. This means outlining who will operate the day-to-day of your coffee shop.

Describe the main business management categories relevant to your coffee shop and identify the core team members who are going to have responsibility for each category. Introduce everyone on your payroll, from your restaurant consultant to management team to star baristas. List everyone’s qualifications, skills, and responsibilities, placing emphasis on how each role will help you reach your business goals.

List your suppliers according to type. Include descriptions of how each supplier will serve your coffee shop’s needs , as well as their credit and payment terms. This will include everything from food to technology to takeout coffee cups – even landscaping, if you location needs it. Consider how these suppliers may fit into your overall brand, in terms of what quality they are and how they’re sourced.

Since your coffee shop needs insurance coverage , conduct research to determine what’s mandatory. From general liability to workers’ compensation, getting the right insurance will help you sleep at night knowing you’re covered if something goes wrong (a big knock on wood here). Be sure to check with local and national requirements because these requirement may vary. Also, compare quotes from insurance providers. List each type of insurance your coffee shop will need and include what’s covered.

Figuring out what licenses your coffee shop will need is similar to insurance requirements (though this list may be longer). Required licenses and permits can be everything from a business license to food handler permits to music licenses. Start your research as soon as possible by checking your local government office website. List all of the licenses and permits required for your coffee shop and staff in this section.

Business operations summary

Summarize the main points discussed in the Business Operations section. This should be fairly straight forward, as it’s more fact-based than other sections.

8. Financials

The financial plan is the most important section of your coffee shop business plan – especially if you need debt financing or are trying to pitch to investors. Your financial plan has to demonstrate your business’ potential for growth and profitability. To do this, you will need to document your forecast in four main parts:

  • Revenue (forecasted sales)
  • Controllable costs (food and beverage costs, cost of labour)
  • Expenses (rent, supplies, utilities, marketing, etc.)
  • Start-up costs (costs related to opening your coffee shop, such as capital improvements and training)

For new businesses, a good rule of thumb is to underestimate revenues and overestimate expenses – the age old “under promise, over deliver” strategy.

We’ve created a forecast within our coffee shop business sample plan to demonstrate what numbers need to be included. Once you understand the sample forecast, you can then create your own forecast sheets and add in your numbers to project how profitable you’ll be.

9. Coffee Shop Business Plan Summary

Your business plan summary needs to tie together the overall message you’re trying to communicate. Use this final section to highlight how your coffee shop is different from what’s currently available in the market. It’s an opportunity for you to reiterate the most important points about your business.

Make sure to include the following sections:

  • Why your business will be successful: In a few sentences, repeat how your coffee shop is different and why your business will work.
  • What you need to be successful: If you’re asking for funding, repeat that ask here.
  • A thank you note: Thank your audience for reading your coffee shop business plan and remind them that you value their time and feedback.

If you’re thinking about opening a coffee shop then creating a business plan needs to be at the top of your priority list. Remember: you’re building a foundation for success. This includes saving money – because you’ll have your financials organized – and being able to actually get funding from banks and investors.

It’s a lot of work, yes. But keep in mind that you’re working toward making your dream a reality. Any time you can put in now, and we highly recommend additional research wherever possible, will benefit you on the other side – from the first cup to that last drop.

More in Operations

The different types of restaurant concepts.

Get started on defining your own restaurant concept

How to Open a Bar Successfully

Learn the fundamentals of how to open a bar successfully

Defining Your Restaurant Target Market

Who do you envision visiting your restaurant?

Most Popular

How Much Does it Cost to Open a Restaurant?

Guide to Buying Restaurant Equipment

Choosing a Restaurant Location

Woman holding a menu

  • Get Started

Home >> #realtalk Blog >> Manage a business >> How To Write a Coffe…

How To Write a Coffee Shop Business Plan

By Shannon Mulligan

2 People sitting in coffee shop

Opening a coffee shop is an exciting endeavor. But before you can open your doors and pour that first cup of joe, you need a coffee shop business plan.

But what is a business plan? Why is it important? And do you really need one?

We’re breaking down everything you need to know so you can brew up your own coffee shop business plan with ease.

What is a business plan for a coffee shop?

A coffee shop business plan is a document that covers your business goals and everything you’re going to do to reach them. 

A business plan goes into all the details about your business, from the location of your coffee shop to where you’re going to source your coffee beans. Put simply, it breaks down how your coffee shop is going to be a success.

The importance of a coffee shop business plan

Writing out a coffee shop business plan can feel a bit tedious and unnecessary. And we won’t lie, they do take a bit of time and effort. 

But every business, no matter big or small, should have a business plan in place. A business plan for your coffee shop will help you:

  • Set business goals and keep you on track to reach them. A business plan acts as a roadmap to help your coffee shop business become (and stay) successful.
  • Identify any gaps in your business ahead of time. We’re only human. We all miss things from time to time. A well-written business plan can help you catch any mistakes or potential problems before they cost you.
  • Manage your to-do list before opening your coffee shop. Opening any business is a huge undertaking. A business plan covers all your bases from location to hiring , so you don’t miss anything before opening day rolls around.
  • Secure any financing or loans you might need. Banks or investors often want to see a business plan before they’ll offer you loans or even financial products like a business credit card.

Things to consider before you start writing a business plan for your coffee shop

Now that you know that you need a business plan, it’s time to grab your favorite cup of coffee and start thinking about the important stuff.

To help, here are some things to consider before you start writing your business plan.

  • What will make your coffee shop business successful? Will you offer a unique specialty coffee selection? Are you going to open in a location with a high demand for coffee?
  • Who is the target audience for your business plan? Different stakeholders will likely have different goals when reading your business plan. Banks and investors might be more interested in your financial forecasts. Meanwhile, potential suppliers might care more about your product offering to make sure that your coffee shop is a good fit for their products 
  • What information or research will you need to create an informed business plan? A coffee shop business plan will look different than that of a salon or even a bakery. Take some time to think about what information you’ll need to research. For example, before you can write your business plan, you’ll likely need to know the cost of a coffee maker or the average hourly wage of a barista .

How to write a coffee shop business plan in 7 steps

If you’ve never written a business plan before, it can feel more complicated than a grande mocha frappucino with extra whip, hold the syrup. But don’t worry, we’re breaking down the key sections of a coffee shop business plan so you know exactly how to get started.

Here are the 7 steps and sections you’ll need to write your coffee shop business plan.

1. Executive summary

This is a high-level overview of your coffee shop business plan—the TL;DR of the business plan if you will.  Here, you’ll want to outline the important details in your business plan, but also tell an engaging story that makes the reader want to dive into the rest of your business plan.

Tip: This is the first section someone will read—but you don’t have to write it first. It can be helpful to come back to this section once you’ve finished the rest of your business plan.

2. Company overview and description

This next section in your coffee shop business plan is an overview of your business and your goals. 

In this section, you should answer questions like:

  • Who’s the founder or business owner? (AKA who are you and what is your background?) 
  • Why did you decide to start a coffee shop?
  • What’s your vision for your coffee shop?

3. Market analysis

A market analysis in a business plan helps position your coffee shop against other coffee shops, You want to show how you measure up to competitors or similar businesses. 

For example, as a coffee shop owner you might identify competing coffee shops in the area, or even other competitors like fast-food chains. In your market analysis, you might even look at other successful similar businesses that you can use to show why your coffee shop will be a success. For example, let’s say you’re opening a coffee shop that’s open 24 hours. You can use examples of other 24-hour coffee shops in other areas that you can model your business after.

4. Business offerings

This is where things start to get exciting—you finally get to talk about coffee! 

The business offerings section of your business plan should include everything that you’ll offer to potential customers. For a coffee shop, this will likely include your potential coffee menu.  But if you have other products or services—like selling coffee beans or offering coffee machine repairs—you’ll want to include those here too.

5. Management and operations

Here’s where you’ll cover the day-to-day management and operation of your coffee shop. For example, you’ll want to outline details like: 

  • The expected costs of operating your business 
  • How many employees you’ll hire
  • Your point of sale (POS) system
  • How you’ll manage inventory

6. Marketing and public relations strategies

In this section, you should explain how you plan to spread the word. 

Will you hire a marketing agency ? Will you mail out flyers? Do you have any media connections that will help you earn PR?

Basically, you need to show that you have a plan for promoting your business.

7. Financial projections

Last but not least, it’s time to talk money. 

Financial projections provide insight into your revenue and expenses over the short and long term. They aren’t an exact science, but you’ll want to provide an educated estimate. Your financial projections should typically include:

  • Your start-up costs: This includes any one-time costs that you’ll incur to open your doors. For example, renovating the interior of your coffee shop.
  • Operating costs: This includes expenses like rent, marketing, and utilities. You’ll also need to consider materials and supplies, such as coffee and cups.
  • Labor costs: This is the cost of employing any baristas, hosts, or cashiers. For example, wages, cost of employee benefits , and hiring costs.
  • Forecasted revenue: This includes any money you’ll earn from coffee sales or any other products and services you might offer.

The goal is to show that your coffee shop business will be profitable.

The top tool to get your coffee shop running smoothly

Business plan written and ready to go? It’s time to start growing your coffee shop. From hiring your first employee to opening your second coffee outpost, Homebase is here to help.

Homebase is an all-in-one employee management app that helps small business owners manage hourly employees better and smarter. 

With Homebase, you can:

  • Create employee schedules in minutes
  • Track employee time and run payroll right from your phone
  • Hire and onboard employees for your coffee shop

Coffee shop business plan FAQs

Do you need to create a business plan for a coffee shop.

Yes. Every business, including a coffee shop, should have a business plan. Your business plan should include an overview of your business, what products and services you’ll offer, how you’ll manage and market your business, and financial projections.

How profitable is opening a coffee shop?

How profitable opening a coffee shop will be can depend on several factors. But generally, coffee shops can be a pretty profitable business. A business plan can help you project your revenue, costs, and profit—so you can feel confident growing your coffee shop.

How do you start a business proposal for a coffee shop?

Here are a few steps for how to start writing an effective business proposal for a coffee shop:

  • Start with an executive summary.
  • Create your coffee shop company overview and description.
  • Do a market analysis of competitors and similar businesses.
  • Decide on your business offerings.
  • Put a plan in place for managing and operating your business.
  • Create a marketing and PR plan.
  • Forecast your sales and business costs.

Remember:  This is not legal advice. If you have questions about your particular situation, please consult a lawyer, CPA, or other appropriate professional advisor or agency.

Related posts

January 19, 2024

How To Write A Bakery Business Plan

Looking to open up your very own bakery? It’s probably safe to say that you’d rather spend your days perfecting…

January 12, 2024

How to Start a Bakery Business in 10 Steps

There are few things in this life as incredible and instantly transformative than a fresh pastry. Warm, gooey, delectable. If you’re…

December 7, 2023

How To Write a Salon Business Plan

So you’re thinking of opening a salon business—congrats! Gearing up to owning your own business is a huge step. But…

How to Start a Cleaning Business in 6 Steps

So you want to start a cleaning business. You want to work for yourself, you love a good Mr. Clean…

How to Start a Construction Business in 8 Easy Steps

Being able to build something from the ground up is an incredible skill: a skill you can monetize into your…

December 5, 2023

How to Start a Catering Business in 10 Steps

There are a lot of reasons to take a love of cooking down the path of entrepreneurship with a catering…

Subscribe to our newsletter

Looking for ways to stay up to date on employment laws and small business news?

Homebase makes managing hourly work easier for over 100,000 local businesses. With free employee scheduling , time tracking , and team communication , managers and employees can spend less time on paperwork and more time on growing their business.

  • Hiring & onboarding
  • Team communication
  • Employee happiness
  • HR & compliance
  • Integrations
  • Food & beverage
  • Beauty & wellness
  • Medical & veterinary
  • Home & repair
  • Hospitality & leisure
  • Education & caregiving
  • Contact sales
  • Become a Partner
  • Careers – We’re hiring!
  • #realtalk Blog

wisebusinessplans logo

  • Customer Reviews
  • Net 30 Account
  • Wise Services
  • Steps & Timeline
  • Work at a Glance
  • Market Research at a Glance
  • Business Plan Writing Services
  • Bank Business Plan
  • Investor Business Plan
  • Franchise Business Plan
  • Cannabis Business Plan
  • Strategic Business Plan
  • Corporate Business Plan
  • Merge and Acquisition Business Plan (M&A)
  • Private Placement Memorandums (PPM)
  • Sample Business Plans
  • Professional Feasibility Study
  • PowerPoint Presentations
  • Pitch Deck Presentation Services
  • Business Plan Printing
  • Market Research
  • L-1 Business Plan
  • E-2 Business Plan
  • EB-5 Business Plan
  • EB-5 Regional Centers
  • Immigration Attorneys
  • Nonprofit Business Plan
  • Exit Business Planning
  • Business Planning
  • Business Formation
  • Business License
  • Business Website
  • Business Branding
  • Business Bank Account
  • Digital Marketing
  • Business Funding Resources
  • Small Business Loans
  • Venture Capital
  • Net 30 Apply

Wise Business plans logo

  • Frequently Asked Questions
  • Business Credit Cards
  • Talk to Us 1-800-496-1056

Coffee Shop Business Plan Sample

  • Fill the Form to Download Coffee Shop Business Plan Example

Coffee shop business plan sample

The coffee shop business plan is an essential tool for coffee shop owners and those who want to open a coffee shop.

A coffee shop business plan will give you an idea of how much a coffee shop will cost, how those costs will be funded, and how much money you expect to make from it. 

When it’s ready, you can show it to investors, banks, partners, and anyone else who can help you open a cafe. Getting this document right is worth your time and effort, so make sure you do it right.

After helping entrepreneurs in the USA launch more than 400 independent coffee shops , we know that a business plan is vital for success.

We are here to help you write a coffee shop business plan.

Here’s a business plan sample pdf and a template that will give you some inspiration for what should be included in your coffee shop business plan.

1. Business Plan Title Page

3. market overview, 4. competitive analysis, 5. swot analysis, 6. marketing plan, 7. funding request, 8. management summary, 9. financial highlights, coffee shop business plan powerpoint presentation, download coffee shop business plan example pdf.

Coffee Shop Business Plan Template

Coffee Shop Business Plan Sample

A coffee shop business plan template should include the following sections. Let’s look at a coffee shop business plan template and discuss what each section should include.

1. Business Plan Title Page 2. Executive Summary 3. Market Overview 4. Competitive Analysis 5. Swot Analysis 6. Marketing Plan 7. Funding Request 8. Management Summary 9. Financial Highlights

Start with the legal name of your business. Provide the address of a likely location or website if you already have one. Include your company logo at the top or bottom of the title page. On the title page, there should also be a table of contents listing each section and its page number.

Coffee Shop Business Plan Template

What makes a great cover page for a business plan?

Visit our page on business plan cover page examples to download our free business plan cover page templates and create a beautiful cover page yourself.

2. Executive Summary

The Coffee Shoppe will be a business service provider based in Miami, Florida. Founded by Mrs. Nancy Harrigan.  The Coffee Shoppe will offer a menu of services which include coffee, lattes, capacinos, expressos, deli sandwiches and baked goods.

While these services will comprise the initial market entry core, long-term plans call for the integration of storage and relocation capabilities to the business mix.

The local area has been in dire need of a service of this type for some time and The Coffee Shoppe plans to adequately serve them through the consistent delivery of real-time hospitality. 

The market is definitely filled with opportunities but in order to capitalize on them, a strong infusion of working capital must be acquiesced. 

The founder projects needing 100K for their business venture with repayment being made out of the profits that are driven annually. Funding that is secured will be used in a variety of areas including marketing, logistics, management, site procurement as well as the day to day operations of the organization.

The marketing for The Coffee Shoppe will be done through a variety of mediums including the Internet, mass media, print and networking. Internet efforts will center on the creation of a user-friendly website that clearly list all of the core services that will be offered. 

To read the full executive summary, click here to download the PDF

Read more: Executive summary examples

Financial Highlights

Financial highlights of coffee shop business plan Sample

The Company is entering the market at a time when the industry in which it operates is experiencing substantial growth. According to market research firm IBIS World, the Coffee & Snack Shops Industry has seen an average annual growth rate of 5.8% over the last five years, positioning industry revenue to be around $47.7 billion in

2018. The Coffee & Snack Shops industry is projected to see an average annual growth rate of 1.4% over the next five years, placing industry revenue at $51 billion in 2022.

Market Analysis

Market Analysis of Coffee Shop Business Plan Sample

Target Market

Target Market of Coffee shop business plan sample

The following is a listing of the primary competitive advantages of the Companv upon entering the market

  • Congenial customer service
  • A central location wit greater foot traffic Parking facility available for customers
  • Soothing ambiance for calm eating
  • Excellent visibility from the road
  • Aggressive marketing campaian
  • Understanding visitors food choices and integrating the same in the menu
  • Inviting feedback from customers
  • Key understanding of trends and flavor
  • The company will hire experienced management and staff

Competitive analysis of coffee shop business plan

The following is an analysis of the  SWOT analysis of the coffee shop business as well as the opportunities and threats present in the market.

  • Location. The location is one of the primary strengths of the The Coffee Shoppe business model as there are currently no other organizations that have the capabilities to offer the types of services that will be introduced to the market.
  • The founder. Founder Nancy Harrigan is a seasoned, strategic business professional with an eye towards success, profit and achievement. These qualities will form the basis of the The Coffee Shoppe brand and be a catalyst that propels the success of the operation.
  • Servicing of a need. The services that will be brought to the local residents of Miami are one that is truly needed. The fact that The Coffee Shoppe will be satisfying this need will endear the organization to the customer base and allow for consistently strong growth.
  • Lack of funding. Funding is the sole weakness of the The Coffee Shoppe business venture. While funding is a weakness it should be noted that the founder is confident that if adequate funding is secured, she will be able to develop a viable business.

Opportunities

  • Limited competition. The limited amount of local competition is the primary opportunity for The Coffee Shoppe as it will give the organization the opportunity to develop a loyal customer base while erecting barriers to entry.
  • Small business growth. The projected growth of small businesses will provide another opportunity and will feed opportunities directly into the The Coffee Shoppe pipeline.
  • Larger organizations. Larger organizations could possibly realize the opportunities that can be found in the local region and begin entering the market. While this is a threat, the founder believes that with strategic marketing, community efforts and customer service, this threat can for the most part be mitigated.

Free: Business Plan Examples

Do you need help creating a business plan? Check out these six free, proven business plan examples from different industries to help you write your own.

Marketing for The Coffee Shoppe will be done through a variety of mediums with television, print and the Internet being the primary drivers. The website will have SEO capabilities and will be developed using all of the latest in web and graphics technologies.

In addition to the home website, plans also call for the creation of a strong social media presence using Facebook.com and Twitter.com with regular updates occurring on each of the aforementioned pages.

Commercial time has already been purchased through ABC and commercial production will begin immediately following funding acquisition. Print marketing will consist of advertisements being placed in publications that are typically read by members of the targeted audience including small business owners and corporate types.

Networking will round out the The Coffee Shoppe marketing mix with the founder joining various networking groups that give her the ability to champion the brand that she has created.

Read more: how to do market research research

Fund Requirement for Coffee Shop Business Plan

Read more: ways to find investors for your business

Management Summary Coffee Shop Business Plan

Financial Indicators

financial indicators of coffee shop business plan samples

To learn more about financial indicators, click here to download the pdf

Break even analysis

Break even Analysis of Coffee Shop Business Plan

Profit and Loss Statement

profit and loss statement of coffee shop business plan samples

Projected Cash Flow

projected cash flow of coffee shop business plan samples

Projected Balance Sheet

balance sheet of coffee shop business plan samples

Coffee Shop Business Plan Sample. FAQs:

Starting a coffee shop can vary greatly depending on location, size, and concept. On average, the initial investment can range from $80,000 to $300,000. This includes lease deposits, equipment purchases, inventory, permits, and marketing expenses.

The specific permits and licenses needed will vary based on your location and local regulations. Common requirements include health department approvals, business permits, food service licenses, and zoning permits. It’s crucial to research and comply with all necessary legal requirements.

A successful marketing strategy is essential for attracting customers. Utilize social media platforms, collaborate with influencers, and host events to create buzz around your coffee shop. Offering unique beverages, outstanding customer service, and a welcoming ambiance will keep customers coming back.

While it’s not mandatory, offering organic or fair trade coffee can attract environmentally conscious consumers. It also reflects your commitment to sustainable and ethical practices, which can build a loyal customer base.

Track key performance indicators (KPIs) such as sales revenue, customer retention rates, average ticket size, and social media engagement. Analyzing these metrics will help you gauge the success of your coffee shop and identify areas for improvement.

Implementing a loyalty program, offering personalized perks, and providing excellent customer service are effective ways to retain customers. Engage with your audience on social media, respond to feedback, and continuously improve your offerings based on customer preferences.

Our free real sample business plans will show you how to write a plan that looks as polished and professional as this one.

Click to view the coffee shop business plan sample. Our experienced business plan writers professionally write each business plan and work with you to develop a winning plan.

We will show you some real-world business plan examples so you may know how to write your own, especially if you are seeking a bank loan or an outside investment and need to use SBA-approved formatting.

Quick Links

Made in USA

  • Investor Business Plans
  • M&A Business Plan
  • Private Placement
  • Feasibility Study
  • Hire a Business Plan Writer
  • Business Valuation Calculator
  • Business Plan Examples
  • Real Estate Business Plan
  • Business Plan Template
  • Business Plan Pricing Guide
  • Business Plan Makeover
  • SBA Loans, Bank Funding & Business Credit
  • Finding & Qualifying for Business Grants
  • Leadership for the New Manager
  • Content Marketing for Beginners
  • All About Crowdfunding
  • EB-5 Regional Centers, A Step-By-Step Guide
  • Logo Designer
  • Landing Page
  • PPC Advertising

Wise Business Plan New Logo White

  • Business Entity
  • Business Licensing
  • Virtual Assistant
  • Business Phone
  • Business Address
  • E-1 Visa Business Plan
  • EB1-A Visa Business Plan
  • EB1-C Visa Business Plan
  • EB2-NIW Business Plan
  • H1B Visa Business Plan
  • O1 Visa Business Plan
  • Business Brokers
  • Merger & Acquisition Advisors
  • Franchisors

Proud Sponsor of

  • 1-800-496-1056

US flag

  • (613) 800-0227

Canada flag

  • +44 (1549) 409190

UK flag

  • +61 (2) 72510077

Australia flag

Wichita Eagle

He's started planning his dream coffee shop 9 years ago. Now, it's about to open downtown.

F eb. 14—When Byron McSwain was pursuing his business management degree at Friends University in the mid 2010s, he wrote a business plan for a hypothetical coffee shop.

As it turns out, it was a pretty prophetic class assignment.

McSwain, who now has a full-time job as an account manager at Cargill, is about to open a coffee shop — and it will be in downtown Wichita, right across the street from his current employer.

He's taken over the former Mud Haus concrete showroom space at 922 E. Douglas and plans to open Greater Grounds Coffee & Co. there this spring. McSwain estimates he'll have the business open by mid- to late April, though opening day could slide into May.

McSwain said he plans to create a "destination coffee shop" that will be a bit different from its competitors. Greater Grounds will serve a full menu of coffee and espresso drinks plus tea and smoothies. It'll also offer food — breakfast and pastry items in the morning, sandwiches and panini over the lunch hour, and charcuterie in the evenings. He'll also serve coffee cocktails.

He's purchased a coffee roaster and plans to roast beans in the shop, not only for his own use but also to sell by the bag to his customers. McSwain also says he'll put on coffee education classes and offer "cuppings" and tastings, where customers can try coffees produced in various regions and learn what makes them different.

He's already purchased a grand piano, which sits in the back of the shop waiting to be played by acoustic acts once the shop opens. A music lover, McSwain said he hopes to give local high school and college musicians a place where they can showcase their music.

The 2,500 square-foot space, which is several doors down from Larkspur Bistro and right across the street from Ribbit Computers, has finished concrete floors, exposed brick walls, raised platforms in the front windows and a large, modern fireplace in the back.

McSwain plans to fill it with a coffee bar featuring floor-to-ceiling cabinetry, pastry display cabinets, a coffee bar and lots of seating. He's hired a designer to create a dramatic look, which combines modern touches with an antique feel.

Alex Ibarra of Weigand Commercial Real Estate handled the deal for McSwain.

A native of Baton Rouge, Louisiana, McSwain said he's always loved coffee, and the dream of opening a coffee shop has always been brewing in him.

"My mom, my family, they were big coffee drinkers," he said. "To me, it's been a connection with the smell of coffee, the taste of coffee. My wife loves coffee, and I love everything about it."

His business plan has changed significantly since the one he authored in college, McSwain said, but he's been seriously working on it since before the COVID-19 pandemic. He worked with the Kansas Small Business Development Center at Wichita State University and with the SCORE program, where he secured a business mentor.

"The concept that I was going with changed, so I I had to dial in and do some good market research, see what my fellow coffee shops were doing," McSwain said. "And that kind of stuff sparked a dream, and I kept adding. And I said, 'Okay: Music. Coffee Cocktails. What's different? What are other people doing and not doing?'"

McSwain said he also wants Greater Grounds to be active in the community. He's passionate about the topic of mental health and wants his business to actively address that issue.

"I want to be a safe place for people to come, and if they want to talk mental health, we can connect them with groups and people and resources that are available," he said.

Greater Grounds will be open a bit later than some local shops, McSwain said. He's planning to be open from 6:30 a.m. to 8:30 p.m. Mondays through Saturdays. He'll have two parking spots in the back of the shop designated for mobile order pickups, and he'll also be able to use the "front porch" installed in front of neighboring business Standard Issue as part of last year's Front Porch Project for outdoor seating on Douglas.

I'll keep you posted as McSwain gets closer to opening day.

This story was originally published February 14, 2024, 11:37 AM.

(c)2024 The Wichita Eagle (Wichita, Kan.) Distributed by Tribune Content Agency, LLC.

Backfill Image

Best Coffee Shops in Moscow, Central Russia

Cafés in moscow, establishment type, online options, traveler rating, dietary restrictions, restaurant features, neighborhood.

small business plan for coffee shop

You will be redirected to your dashboard shortly. We will also call you back in 24 hrs .

  • Cafes In Moscow: A Russian Sojourn To Roasted Coffee And Buttered Croissants

23 Mar 2023

Specialty coffee is quite new for Moscow city but it’s good to know that now it has some handful of locations which are strictly focusing on professionally crafted coffee. Here you will find different types of coffee shops which are offering quality coffee with free Wi-Fi facility. Imagine you are taking a sip of the barista-made coffee in one of the cafes in Moscow while working on your computer – and how you can make this dream come true.

Top 10 Cafes In Moscow

Does the smell of roasted aromatic coffee attract you? Does the butter goodness on the side tempt you? Then check out the list of coffee shops which includes both specialty and historic cafés in Moscow city.

1. Mayak Café-Buffet

Mayak Café-Buffet

Image Source

The spot of this café was Previously occupied by the buffet of Mayakovsky theatre and in the later part; it was replaced by one club which hosted parties that were mainly attended by well-known actors and journalists. At present, if you are in search of a bohemian café –restaurant in Moscow, then probably this will be the best choice. The architecture of this café is really impressive and it is visited majorly by creative folks of the city. The ancient curved sideboards; decorated walls of the cafe will make you feel mesmerized. This hipster cafe in Moscow is famous for both French and Italian cuisine.

Must Read: 15 Interesting Things To Do In Moscow: Trekking, Opera, And More In 2022

Europe Holiday Packages On TravelTriangle

Explore the most beautiful places to visit in Europe, from Paris to the Venice canals and from the Greek islands to the Swiss alps. Book customized packages by expert agents on TravelTriangle. Inclusive of airport transfers, cab, resort, sightseeing and meals. Best holiday experience Guaranteed. Book Now

small business plan for coffee shop

Magnificent Switzerland Holiday 6D/5N Package @ Rs 69,999

Plan your trip today!

small business plan for coffee shop

Magnificent Europe Tour 7D/6N Package @ Rs 70,975

Get quotes from multiple travel experts.

small business plan for coffee shop

France & Switzerland Tour Package 8D/7N @ Rs 90,000

Compare & customize quotes before booking.

small business plan for coffee shop

Scintillating Spain & Portugal Tour 11D/10N @ Rs 101,150

Have Questions? Talk to our travel experts today.

small business plan for coffee shop

6 Country Europe Tour Package 12D/11N @ Rs 118,650

Best prices guaranteed. EMI option available.

small business plan for coffee shop

See more at TRAVELTRIANGLE.COM

2. Bosco Café

Bosco Café

It is more than 16 years of its operation and still, Bosco Café is serving its guests with exclusive coffee in style. Since its inception, Bosco Café is making the life of the citizens of Moscow more entertaining and enjoyable. The two storied café is no doubt extremely stylish and attractive for its unique decoration. This café has been decorated in Liberty style now. This popular café is situated at the Red Square and this place is just perfect to have your lunch or dinner with family or even for just a coffee pause. The interior decoration is done with chandeliers designed at the popular Seguso factory in Venice. The café is perfect for a summer day visit.

3. Strelka Bar

Strelka Bar

This café has become extremely popular among the ingenious people in Moscow. The venue is really ideal for those who want to have peaceful meetings and want to relax their mind after having a hectic weekend. Normally the price range of the cocktails lies between 500 to 600 rubles. The interiors are designed with application of Scandinavian designs and that what created an amazing atmosphere in the bar cafe. Strelka is no doubt one of the best coffee shops in Moscow Russia with a difference.

Suggested Read: 10 Best Hotels In Moscow That Redefine Luxury Like None Other!

4. Enthusiast Moto Café

Enthusiast Moto Café

If the search is for one of a class café the visit here. this café is a perfect combination of a café, workshop of motorcycle and bike besides a vinyl store. If your car needs any repairing then you can simply come here and hand over your car to the experts. Let the experts remain busy with your car’s necessary repairing work and you just relax here and enjoy the sip of your favorite beer or coffee with snacks of your choice. You can also enjoy the music playing in the café. Special arrangements are made on Sundays by top-notch music groups to entertain the guests out here.

5. Café Milk

Café Milk

Previously this was the place from where fresh milk selling used to be done to the locals. This popular dairy shop has now been transformed into world-class café in Russia . Coffee served at this café is really awesome to taste and The interior decoration of this café have been done with black and white and no doubt this decoration attracts the visitors. The breakfast menu, as well as the tea menu of this café, managed to impress the guests out here.

Suggested Read: Shopping In Moscow: 14 Top Places That Will Make You Believe The City Is As Classy & Chic As Milan

6. Café Pushkin

Café Pushkin

Image Source If you love the taste of traditional Russian dishes then cafe Pushkin in Moscow will be the best choice for you. This café is extremely popular not only to the locals but also to the tourists to this place. This café has been named after the renowned poet Alexander Pushkin. If you want to know more about the history of this café then ask any of the waiters for an amazing guided tour. This tour will help you to know more about the rich history of Café Pushkin.

7. Bar BQ Café

Bar BQ Café

This café is situated between the entrance of the Kremlin and Red Square. The happening atmosphere and the delicious menus are the prime attraction of this café. Burgers, tapas, nachos and chicken wings, etc are offered at this café of great quality besides awesome caffeinated drinks. Here you will get a long list of cocktails with bruschetta with tuna, backed sweet pepper and lot more besides coffee.

Suggested Read: Russian Museums: For A Tour Down The Country’s Expansive And Profound Culture!

8. I love Cake

I love Cake

If you love the yummy taste of sweet of different varieties then this café will no doubt fulfill your wish completely. Once you are here you will become a huge fan of the sugary items offered in this café. Take the chance to taste American Pancake and waffles and trust us you will end up becoming a fan of this café. Whether you want to have exclusive cappuccinos or exotic lunch or breakfast, you will get here everything.

9. Coffee Mania

Coffee Mania

This one is one of the most popular coffee shops where stellar specialty coffee is available. Trained and award-winning baristas attend the customers here in the coffee shop. This café started its journey way back in the year 2001 and at present, this café has become a part of everyday life of the people of Moscow. People visit this café to have exotic lunch at the daytime and refresh the mind in the evening.

Suggested Read: Russia Circle Trip: 20 Places To Visit In Moscow And St. Petersburg In 2022

10. Vogue café

Vogue café

Image Source If you are in search of the best modern cafes in Moscow then vogue cafe will definitely fulfill your wish. This is one of the highly preferred cafés for the Fashionista crowd in Moscow. Normally people visit here after doing shopping in the nearby shopping malls. Huge lamps, classic interiors, stylish chairs of different color and sizes always attract the guests here. It was the year 2003 when this chic café started its journey.

Further Read: With The Red Square Turning White, Snowfall In Moscow Hits A 100-Year High!

The aromatic smell of the roasted coffee will spark up energy in you to make you feel happy and satisfied. So if you are on a trip to Russia then look for the best cafés in Moscow. The above 10 Cafes are the most happening ones in the city.

Looking To Book An International Holiday?

Book memorable holidays on TravelTriangle with 650+ verified travel agents for 65+ domestic and international destinations.

small business plan for coffee shop

Trip to Sri Lanka at Rs 13,500/-

Plan Your Vacation Today!

small business plan for coffee shop

Trip to Singapore at Rs 20,499/-

Get Quotes From Local Experts

small business plan for coffee shop

Mauritius Holiday Starting at Rs 65,000/-

Talk to Our Experts Today

small business plan for coffee shop

Maldives Honeymoon Trip at Rs 39,800/-

Pay with easy EMI Option

small business plan for coffee shop

Europe Trip at Rs 89,999/-

All Inclusive Deals

small business plan for coffee shop

Vacation in Dubai at Rs 27,499/-

small business plan for coffee shop

Hong Kong Holiday at Rs 24,999/-

Money Safe Guarantee

small business plan for coffee shop

Thailand Holiday at Rs 7,999/-

Flights Excluded

Recent Posts

small business plan for coffee shop

12 Best Work-Friendly Cafes In Changi That Are Worthy Of Your Time And Money

small business plan for coffee shop

10 Cafes In Chicago That Introduce You To The City’s Local Cuisine

small business plan for coffee shop

Top 13 Cafes In Brazil For Some Catchup Time With Your Friends And Family

Best Cafes In Monaco

Cafes In Monaco: Get Ready To Sink Your Teeth Into Buttered Croissants!

Cafes In Pretoria Cover

10 Fancy Cafes In Pretoria One Must Visit To Sit Back, Relax And Enjoy Tasty Delicacies!

bedok cafes

10 Quaint Cafes In Bedok: Catch Up Over A Cup Of Coffee

Trending Blogs

small business plan for coffee shop

20 Mysterious Places In India To Visit In 2023 More Bizarre Than The Bermuda Triangle

small business plan for coffee shop

10 Scariest Roads In India That Are A Driver’s Nightmare

small business plan for coffee shop

101 Places To Visit In India Before You Turn 30 in 2024

Skiing In Krasnaya Polyana

35 Exotic Places To Visit In December In India 2024 To Enjoy A Surreal Vacation

a couple in front of taj mahal

60 Best Honeymoon Destinations In India In 2024

Best honeymoon destinations in the world

95 Best Honeymoon Destinations In The World In 2023 For A Romantic Escape!

Best Places To Visit In India By Month

Best places to visit outside india by month.

  • TravelTriangle
  • Destinations » Russia »
  • Tour Packages
  • Honeymoon Packages
  • Family Packages
  • Budget Tour Packages
  • Luxury Tour Packages
  • Adventure Tour Packages
  • Group Tour Packages
  • Kerala Tour Packages
  • Goa Tour Packages
  • Andaman Tour Packages
  • Sikkim Tour Packages
  • Himachal Tour Packages
  • Uttarakhand Tour Packages
  • Rajasthan Tour Packages
  • Tour Packages From Delhi
  • Tour Packages From Mumbai
  • Tour Packages From Bangalore
  • Tour Packages From Chennai
  • Tour Packages From Kolkata
  • Tour Packages From Hyderabad
  • Tour Packages From Ahmedabad
  • Kerala Tourism
  • Goa Tourism
  • Sikkim Tourism
  • Andaman Tourism
  • Himachal Tourism
  • Uttarakhand Tourism
  • Rajasthan Tourism
  • Hotels in Kerala
  • Hotels in Goa
  • Hotels in Sikkim
  • Hotels in Andaman
  • Hotels in Himachal
  • Hotels in Uttarakhand
  • Hotels in Rajasthan

small business plan for coffee shop

The 42 best coffee shops and best cafes in Moscow

Navigate forward to interact with the calendar and select a date. Press the question mark key to get the keyboard shortcuts for changing dates.

Navigate backward to interact with the calendar and select a date. Press the question mark key to get the keyboard shortcuts for changing dates.

small business plan for coffee shop

  • Culture Trip — The Best Modern Cafés in Moscow
  • Nextination — The 10 best Cafes in Moscow that you can't miss
  • Go International Travel Guide — Best Coffee shops in Moscow
  • Big 7 Travel — The 7 Best Coffee Shops in Moscow
  • kremlintour.com — Top 8 Moscow Coffee Shops
  • World of Wanderlust — 7 Coffee Shops You Must Visit in Moscow
  • Friendly Local Guides Blog — 11 Best Coffee Shops in Moscow
  • Daily Coffee News by Roast Magazine — A Guide to Some of the Best Coffee in Moscow
  • ExploRussia — Best Coffee Shops in Moscow

small business plan for coffee shop

1 David B. Cafe

small business plan for coffee shop

2 Coffeemania

small business plan for coffee shop

3 Coffeemania

4 coffee bean, 5 one teaspoon.

small business plan for coffee shop

6 Nude. Coffee & Wine Bar

7 chernyy cooperative, 8 upside down cake, 9 i love cake, 10 sos.cafe, 11 cafe pushkin, 12 bar bq cafe, 13 double-b, 14 costa coffee, 15 coffee piu.

small business plan for coffee shop

36 Camera Obscura Coffee

37 cezve coffee, 38 starbucks, 39 bosco café, 41 black milk, top searches in moscow, popular road trips from moscow, what's the weather like in moscow .

It depends on when you visit! We've compiled data from NASA on what the weather is like in Moscow for each month of the year: see the links below for more information.

  • Weather in Moscow in January
  • Weather in Moscow in February
  • Weather in Moscow in March
  • Weather in Moscow in April
  • Weather in Moscow in May
  • Weather in Moscow in June
  • Weather in Moscow in July
  • Weather in Moscow in August
  • Weather in Moscow in September
  • Weather in Moscow in October
  • Weather in Moscow in November
  • Weather in Moscow in December

All road trips from Moscow

  • Moscow to London drive
  • Moscow to Paris drive
  • Moscow to St. Petersburg drive
  • Moscow to Berlin drive
  • Moscow to Prague drive
  • Moscow to Amsterdam drive
  • Moscow to Budapest drive
  • Moscow to Vienna drive
  • Moscow to Istanbul drive
  • Moscow to Florence drive
  • Moscow to Venice drive
  • Moscow to Stockholm drive
  • Moscow to Milan drive
  • Moscow to Krakow drive
  • Moscow to Copenhagen drive
  • Moscow to Warsaw drive
  • Moscow to Helsinki drive
  • Moscow to Munich drive
  • Moscow to Brussels drive
  • Moscow to Tallinn drive
  • Moscow to Riga drive
  • Moscow to Oslo drive
  • Moscow to Turin drive
  • Moscow to Hamburg drive
  • Moscow to Vilnius drive
  • Moscow to Yaroslavl drive
  • Moscow to Nizhny Novgorod drive
  • Moscow to Kyiv drive
  • Moscow to Tula drive
  • Moscow to Bruges drive

All related maps of Moscow

  • Map of Moscow
  • Map of London
  • Map of Paris
  • Map of St. Petersburg
  • Map of Berlin
  • Map of Prague
  • Map of Amsterdam
  • Map of Budapest
  • Map of Vienna
  • Map of Istanbul
  • Map of Florence
  • Map of Venice
  • Map of Stockholm
  • Map of Milan
  • Map of Krakow
  • Map of Copenhagen
  • Map of Warsaw
  • Map of Helsinki
  • Map of Munich
  • Map of Brussels
  • Map of Tallinn
  • Map of Riga
  • Map of Oslo
  • Map of Turin
  • Map of Hamburg
  • Map of Vilnius
  • Map of Yaroslavl
  • Map of Nizhny Novgorod
  • Map of Kyiv
  • Map of Tula
  • Map of Bruges

Moscow throughout the year

  • Moscow in January
  • Moscow in February
  • Moscow in March
  • Moscow in April
  • Moscow in May
  • Moscow in June
  • Moscow in July
  • Moscow in August
  • Moscow in September
  • Moscow in October
  • Moscow in November
  • Moscow in December

Looking for day-by-day itineraries in Moscow ?

Get inspired for your trip to Moscow with our curated itineraries that are jam-packed with popular attractions everyday! Check them out here:

  • 1-Day Moscow Itinerary
  • 2-Day Moscow Itinerary
  • 3-Day Moscow Itinerary
  • 4-Day Moscow Itinerary
  • 5-Day Moscow Itinerary

Best cafes in nearby cities

  • The best coffee shops and best cafes in London
  • The best coffee shops and best cafes in Prague
  • The best coffee shops and best cafes in Istanbul
  • The best coffee shops and best cafes in Milan
  • The best coffee shops and best cafes in Amsterdam
  • The best coffee shops and best cafes in Florence
  • The best coffee shops and best cafes in Vienna
  • The best coffee shops and best cafes in Krakow
  • The best coffee shops and best cafes in Warsaw
  • The best coffee shops and best cafes in Munich
  • The best coffee shops and best cafes in Hamburg
  • The best coffee shops and best cafes in Turin
  • The best coffee shops and best cafes in Riga
  • The best coffee shops and best cafes in Oslo
  • The best coffee shops and best cafes in Stockholm
  • The best coffee shops and best cafes in Tallinn
  • The best coffee shops and best cafes in Bruges

Best attractions in nearby cities

  • Top things to do and attractions in London
  • Top things to do and attractions in Paris
  • Top things to do and attractions in St. Petersburg
  • Top things to do and attractions in Istanbul
  • Top things to do and attractions in Berlin
  • Top things to do and attractions in Amsterdam
  • Top things to do and attractions in Budapest
  • Top things to do and attractions in Vienna
  • Top things to do and attractions in Venice
  • Top things to do and attractions in Kyiv
  • Top things to do and attractions in Warsaw
  • Top things to do and attractions in Copenhagen
  • Top things to do and attractions in Hamburg
  • Top things to do and attractions in Brussels
  • Top things to do and attractions in Riga
  • Top things to do and attractions in Helsinki
  • Top things to do and attractions in Tallinn
  • Top things to do and attractions in Vilnius
  • Top things to do and attractions in Nizhny Novgorod
  • Top things to do and attractions in Bruges

Best restaurants in nearby cities

  • Where to eat: the best restaurants in London
  • Where to eat: the best restaurants in Paris
  • Where to eat: the best restaurants in Istanbul
  • Where to eat: the best restaurants in Berlin
  • Where to eat: the best restaurants in Amsterdam
  • Where to eat: the best restaurants in Budapest
  • Where to eat: the best restaurants in Vienna
  • Where to eat: the best restaurants in Venice
  • Where to eat: the best restaurants in Kyiv
  • Where to eat: the best restaurants in Warsaw
  • Where to eat: the best restaurants in Copenhagen
  • Where to eat: the best restaurants in Hamburg
  • Where to eat: the best restaurants in Brussels
  • Where to eat: the best restaurants in Riga
  • Where to eat: the best restaurants in Oslo
  • Where to eat: the best restaurants in Helsinki
  • Where to eat: the best restaurants in Tallinn
  • Where to eat: the best restaurants in Vilnius
  • Where to eat: the best restaurants in Nizhny Novgorod
  • Where to eat: the best restaurants in Bruges
  • Where to eat: the best restaurants in Yaroslavl
  • Where to eat: the best restaurants in Tula

small business plan for coffee shop

  • Itinerary + map in one view
  • Live collaboration
  • Auto-import hotels and reservations
  • Optimize your route
  • Offline access on mobile
  • See time and distance between all your places

World of Wanderlust

7 Coffee Shops You Must Visit in Moscow!

Moscow has become famous for its extravagant cafes of ornate interiors and plush furniture where chic Muscovites come to socialise. Speciality coffee is new to the city but there are now a handful of places focusing on expertly crafted coffee. This list has them all covered, from the speciality coffee shops to the historic cafes…and everything in between! Here are the coffee shops you must visit in  Moscow .

Moscow

Bosco Café

Located on Red Square, Bosco café is perfectly situated for a coffee pause after exploring the neighbouring sites of St Basil’s cathedral and Lenin’s tomb. This cafe is idyllic on a summer’s day with its sun-soaked terraced overflowing with beautiful hydrangeas.

Red Square, 3, ГУМ, Moscow, Russia, 109012

Moscow

Cafe Pushkin

Named after the famous Russian poet Alexander Pushkin, this book-lined café has become somewhat of an institute in Moscow. Locals and tourists alike come here for the menu of traditional Russian dishes and elaborate desserts. If you kindly ask for a tour, one of the suited waiters will show you around and tell you all about the café’s history.

Tverskoy Blvd, 26А, Moscow, Russia, 125009

Moscow

Coffee Mania

Coffeemania is recognized by Muscovites as the best coffee shop in Moscow selling stellar speciality coffee all over the city. The trained baristas have a handful of awards under their belts such as Gold, Silver and Bronze at the Russian Latte Art Championship.

Red Square, 3, 2 этаж, Moscow, Russia, 109012 & various other locations

Moscow

Vogue Café

This is where all of the most fashionable Muscovites come for a coffee break in between shopping in the high-end shops in the surrounding area. The menu has everything from creamy cappuccinos to superior cocktails.

ul. Kuznetskiy Most, 7/9, Moscow, Russia

Moscow

Bar BQ Café

Located in between Red Square and the entrance to the Kremlin is Bar BQ café, a popular spot to grab a caffeinated drink and a bite to eat in between sightseeing. The café is always buzzing with people who are enjoying the relaxed atmosphere and American-inspired menu.

Manege Sq, 1, стр. 2, Moscow, Russia, 109012

Moscow

Once a Soviet-era dairy shop selling fresh milk to the locals, Café Milk has recently been transformed into a café serving excellent coffee. This chic café of black and white interiors and plush furniture has become a popular spot for those shopping in the area. They offer an extensive tea menu as well as a delightful breakfast menu.

ul. Bolshaya Dmitrovka, 7/5, стр. 5, Moscow, Russia

Moscow

I love Cake  

If you’re a sweet tooth then you’ll be a big fan of this café specializing in all things sugary. Delights such as American pancakes and waffles are served all day long meaning you can stop in for something sweet any time of the day. Their cake menu is as extensive as the name implies so there is bound to be something which will take your fancy.

Bolshoy Patriarshiy per., 4, Moscow, Russia, 123001

Follow us on Instagram for more travel inspiration!

Follow

Brooke Saward founded World of Wanderlust as a place to share inspiration from her travels and to inspire others to see our world. She now divides her time between adventures abroad and adventures in the kitchen, with a particular weakness for French pastries.

Find me on: Twitter | Instagram | Facebook

guest

Los Angeles

Plan a trip

First trip solo

Packing guide

20 Best Places for Solo Female Travel

Travel after a break up

20 Places in your 20’s

WAYS TO TRAVEL

Solo travel

Adventure travel

Luxury travel

Learn a language

Become a blogger

IMAGES

  1. Coffee Shop Business Plan Sample Pages

    small business plan for coffee shop

  2. Business plan for cafe free template. Business plans. 2022-10-29

    small business plan for coffee shop

  3. Coffee Shop Business Plan Template Best Of Coffee Business Plan Sample

    small business plan for coffee shop

  4. Coffee Shop Business Plan Template Sample Pages

    small business plan for coffee shop

  5. How To Write a Coffee Shop Business Plan

    small business plan for coffee shop

  6. Coffee shop business plan example

    small business plan for coffee shop

VIDEO

  1. 5 Business Plans All Online Business Owners Need #shorts

  2. ¡CREO LA MEJOR CAFETERÍA DE ESPAÑAAAAAAA!

COMMENTS

  1. How To Start A Coffee Shop (2024 Guide)

    12 Key Steps To Open a Coffee Shop. 1. Have a Vision. Passion with a vision is the driving force you need to move into action and succeed. Your desire will be the fuel to your success, and your ...

  2. The Ultimate Coffee Shop Business Plan and Template

    Table of Contents 1 Why Write a Coffee Shop Business Plan? 2 Coffee Shop Business Plan Template 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? The basic idea behind a coffee shop is simple.

  3. How to Open a Coffee Shop and Be Successful

    Step 1: Decide whether you want to open your own shop, a franchise, or buy an existing business. When it comes to starting a business you usually have at least two ways to go about doing it,...

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

    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.

  5. Coffee Shop Business Plan

    What Is a Coffee Shop Business Plan? What Are the Main Types of Coffee Shops? What Are the Main Sources of Revenue and Operating Expenses for a Coffee Shop? How Much Does it Cost to Start a Coffee Shop? How Do You Get Funding for Your Coffee Shop Business? How to Start a Coffee Shop? Where Can I Get a Coffee Shop Business Plan PDF?

  6. How to write 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.

  7. How to Open a Coffee Shop: Starting a Coffee Shop Business Steps

    1. Create your coffee shop business plan. Teachers provide rubrics to their students at the start of the semester to ensure they know everything that is expected of them. Similarly, a coffee shop's business plan is an organizational outline to ensure future success. It helps you map your vision for your coffee shop and will include pieces like:

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

    By Debra Weinryb Before you open a coffee shop, you will need to have a coffee shop business plan. This important document acts as a roadmap for your coffee shop business adventure - with everything you need to turn your business dreams into a reality.

  9. Create a Coffee Shop Business Plan

    A simple coffee shop business plan can help you get your business off the ground by following a standard layout consisting of a single document divided into several sections. Included should be a description of the organization, market research, competitive analysis, sales strategies, capital, and labor requirements and financial data. Business ...

  10. How To Create A Coffee Shop Business Plan: Step By Step

    Step 4: Company And Management Summary. The company and management summary covers the structure of your business and names the key players. In a smaller coffee shop, this section of the business plan may be relatively short. However, you should still list the people who are invested in the success of the establishment.

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

    Download Template Create a Business Plan You are a smart entrepreneur. You don't jump right in and open a coffee shop just because you decoded the secret of making perfect cups of steaming delicious coffee. Instead, you wait and plan to write a unique business plan that resonates with your coffee shop's concept.

  12. Free Coffee Shop Business Plan Template

    Coffee Shop Business Plan Prepared for: Client Name [Client.Company] Prepared by: Sender Name [Sender.Company] 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).

  13. How to Write a Business Plan for Opening a Cafe

    Section 3: Study your competition. The next part of your business plan is usually referred to as the competitive analysis. It explains how your cafe will compete with similar food and beverage businesses—including big coffee chains like Starbucks and fast food giants like McDonald's.

  14. Coffee Shop Business Plan Template & Guide [Updated 2024]

    Below is an example coffee shop business plan template that will help you write your own coffee shop business plan: 1. Executive Summary - This includes an overview of your business, its goals and objectives, current situation and financial forecasts. 2. Company Overview - Your company overview should include a detailed explanation of the ...

  15. 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 […]

  16. How To Start A Coffee Shop Business

    Securing adequate funding is crucial for starting a coffee shop business. Whether you plan to self-fund or seek external financing, having a clear understanding of your financial needs and options is essential. ... Opening a small coffee shop can vary greatly in cost, depending on size, location, and the extent of renovations required ...

  17. How to Write a Coffee Shop Business Plan

    2: Company Summary. The company summary section of your coffee shop business plan features a nuts-and-bolts description of your company and explains the concept in depth, and what will make it disruptive and different from every other coffee shop. Include the following: Proposed name of the coffee shop. Owners' names.

  18. Coffee Shop Business Plan: Templates, Tips and Tools

    1. How long should a coffee shop business plan be? A business plan can be anywhere from a few sheets to hundreds of pages long, depending on the size of your proposed business. For a relatively small business like a coffee shop it's best to keep the plan as brief and succinct as possible.

  19. How To Write a Coffee Shop Business Plan

    The importance of a coffee shop business plan. Writing out a coffee shop business plan can feel a bit tedious and unnecessary. And we won't lie, they do take a bit of time and effort. But every business, no matter big or small, should have a business plan in place. A business plan for your coffee shop will help you:

  20. Free Coffee Shop Business Plan Sample in PDF 2024

    1. Business Plan Title Page 2. Executive Summary 3. Market Overview 4. Competitive Analysis 5. Swot Analysis 6. Marketing Plan 7. Funding Request 8. Management Summary 9. Financial Highlights Coffee Shop Business Plan Sample. FAQs: Coffee Shop Business Plan PowerPoint Presentation Download Coffee Shop Business Plan Example PDF

  21. He's started planning his dream coffee shop 9 years ago. Now, it's

    F eb. 14—When Byron McSwain was pursuing his business management degree at Friends University in the mid 2010s, he wrote a business plan for a hypothetical coffee shop.. As it turns out, it was ...

  22. THE 10 BEST Cafés in Moscow (Updated 2024)

    Best café in town. 20. Anderson. 285 reviews Open Now. Cafe, European $$ - $$$ Menu. Now, on the food side, really good pasta, focaccia and the honey cake is a... A great place for Families in Moscow. 21. Hishnik Steaks & Burgers.

  23. 10 Outstanding Cafes In Moscow You Must Pay A Visit To

    This popular café is situated at the Red Square and this place is just perfect to have your lunch or dinner with family or even for just a coffee pause. The interior decoration is done with chandeliers designed at the popular Seguso factory in Venice. The café is perfect for a summer day visit. 3. Strelka Bar.

  24. The 42 best coffee shops and best cafes in Moscow

    1 David B. Cafe. David B.'s cafe is a must-visit in Moscow for fans of David Bowie music. The coffees are excellent, and they come with a croissant as an accompaniment. In addition, the cafe has unique decor that pays homage to Bowie and features Marshall loudspeakers, lights and cactuses.

  25. 7 Coffee Shops You Must Visit in Moscow!

    Bosco Café. Located on Red Square, Bosco café is perfectly situated for a coffee pause after exploring the neighbouring sites of St Basil's cathedral and Lenin's tomb. This cafe is idyllic on a summer's day with its sun-soaked terraced overflowing with beautiful hydrangeas. Red Square, 3, ГУМ, Moscow, Russia, 109012.