how to write a catering business plan

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How To Write a Catering Business Plan w/ Templates (PDF, Word Doc)

Whether you’re starting a catering business full-time or planning to operate out of your house initially , writing a business plan is essential to getting clear on the type of catering business you want to open. After all there’s some pretty important stuff covered inside of what can seem like a stuffy document.

For the purposes of starting a catering company, think about the business plan as the one place you put your operation details. Things like the cooking equipment you need to purchase and the total cost, tentative catering menu, food costs, and who your target customer is. These are all super important details you need to understand before opening! This document provides a place for you to organize everything.

By the end of this guide, you’ll be able to draft your plan and start on that first catering gig you’ve been planning to open. We also provide templates you can use in PDF and Word Doc you can download and edit. Let’s get started.

Executive Summary

Catering spread for a Mexican food concept.

Start your business plan with an executive summary. This is a way to introduce your catering business so whoever is reading your business plan will know what to expect. This will include a brief introduction of your catering business, a description of your company, the services your catering business will be providing, and the customer focus.

Introduction

A quick introduction helps the reader get a bird’s eye view of your catering business. Here you’ll be talking about what to expect and what you can offer as part of your catering service.

This section isn’t considered lengthy. This usually has two to three sentences. What you need to focus on when writing this down is by the end of it, your reader will more or less understand what your catering business is all about.

Here’s an example introduction you can use as a guide:

The Big Spoon is a small catering business headed by Lydia Smith. She specializes in Italian cuisine but can cater to American, Mexican, and Asian dishes as well. The Big Spoon can accommodate an intimate dinner for 2 up to a large party of 50 accompanied with table settings and chafing dishes to complete that delicious home-cooked meal experience.

Just by the introduction, the reader will know how big your catering business is, what cuisine they can expect to order, and how many people the business can cater for. It also gives them an introductory glance about your catering style wherein you already provide more than just food but also a table setting so they don’t have to look for a supplier for this separately.

Keep your introduction informative but also short enough. You will be able to add in more to the details later on.

Company Description

Some food trailers make more than 50% of their annual revenue from catering gigs.

A little background on your catering business is needed in the company description part of the business plan. Here, you can describe the meaning behind the name for your catering business, who the owners are, and what their roles are going to be. Who will be in charge of cooking? Who will be in charge of accounts and marketing?

This may just be brief but this is a way for you to introduce what’s going to happen behind the scenes of your catering business.

Catering works great for food trucks and restaurants.

Although your catering business may sound self-explanatory, it would still be of great help to you if you mentioned the services you’ll be offering.

For example, The Big Spoon already mentioned in their introduction that they’ll be catering food and offering table settings. They could also add that they will be offering an ice cream station and even a cocktail bar.

You will describe more of this in detail later on but you can summarize it and mention it here already.

Customer Focus

For a catering business to flourish, you must know your target market early on. And though a thorough explanation of that can be found in the Market Analysis section, you can briefly state them in this portion as well.

Also, remember that your customer focus would also have to coincide with your skills. You can’t be targeting customers who are vegans if your culinary skills and knowledge do not include cooking vegan food. This is why it’s important to write this early on so you can narrow down the customers you are planning to cater to.

Mission Statement

What’s your mission statement?

Businesses with clear goals stated from the start lead to a successful operation. Why? Because every decision you make revolves around these goals which will lead you closer to success.

Here’s a sample mission statement to picture it out clearly:

The Big Spoon aims to cater delicious home-cooked meals to its customers. Every dish that is served will contain natural and fresh ingredients. We see to it that the service we provide is top-notch so that our customers will feel as if they are being served in a fine restaurant in the comforts of their own home or wherever they choose to have us cater them.

By writing this down in your business plan, you and your staff will have to stand by the standards you’ve set for yourselves. For instance, as stated in The Big Spoon’s mission statement, no fast food will be served and no artificial ingredients will be used so you and your staff will always remember this by heart.

By following this and revolving your decisions around your mission statement, you will be able to keep such standards which will lead to pleased and returning customers.

Company Concept

This is the section of the business plan where you can finally put in detail the concept you’ve been planning for your catering business. Remember the things you’ve been holding back in saying in the introduction? This is the time to write them all down now.

Related Reading: 7 Powerful Ways I Promote and Market My Catering Business

You can start by answering the following questions:

• What cuisine will you be offering?
• How many people can you cater to?
• Will you be offering healthy options such as vegan, keto, or paleo meals?

You may also add in other concept ideas that are not mentioned above. Just make sure to cover everything so you can have a basis for your product line and services to be tackled later on.

Market Analysis

A compelling catering business logo.

Planning to put your business out there means you also have to know the industry you’ll be diving into. This is to help you analyze your potential customers, the growth of the catering business in your area, and the competition.

Target Market

As mentioned above in the customer focus, your skills will have to match your target market. You’ve already written a brief introduction about it so in this section, all you have to do is to explain it in detail.

Industry Analysis

The catering business has been going on for a long while now so it’s important to gather in as much information as you can regarding this industry. This is to help you figure out if there is a potential market for your business and how to put your plans into action.

Another helpful guide is to look into the type of cuisine most people in your area look for. You can then incorporate it into your business and offer it as part of your menu.

The bottom line is that analyzing the industry around you helps you plan better for the future of your catering business.

Competitive Analysis

You will not be the only catering business in your area. You’ll have to consider restaurants as your competition too. Check their prices and set menus. Do a competition check by tasting their food once in a while. Knowing who the players are in this competitive business game gives you the upper hand because you’ll be aware of their strengths and weaknesses and how to deal with them on the field.

Management Structure

Determine the key players in your business.

A catering service is run by a few people. In this section of the business plan, you’ll list down everyone who is working on this business alongside you as well as the roles they possess in your business. This includes:

• Business Partners
• Accountants
• Co-chefs (If you’re not the only one doing the cooking)

Why is this so important, you might ask? Stating clear business roles and laying out the management structure keeps everyone in check and helps avoid any misunderstandings. Most businesses that don’t define this early on end up having a messy workflow. So make sure to state each duty clearly for everyone to follow.

Product Line and Services

Burgers are a proven catering option.

This section of the business plan goes hand in hand with your company concept. Here you can present your different sample menus for all the cuisine you wish to cater to. Be sure to include the prices for the set menus per head.

You can also write down the services you plan to offer. Here are some you can consider for your catering business:

• Out of town catering
• Cocktail station
• Set up style (buffet or plated)
• Table setting (formal or casual, rustic or summer feel)
• Wait staff or food display only

Writing them all down in this section will keep your business more organized which is very important when you start on your catering business.

Sales and Marketing

Grilled chicken is another popular option for caterers.

How are you going to market your catering business? Do you plan to have an ad out in your local newspaper and on social media? Both strategies are fine but you need to find more ways to get your catering business out there.

One way to market yourself is to partner up with rental spaces such as function halls that do not provide food. Give them a proposal that when there are inquiries regarding the rental of their halls, they would present your set menus to the guests as well so they don’t need to trouble over finding a caterer.

Related Reading: How I Started a Legit Catering Business Out of My House

Partnering with several event coordinators is also a way to get your business known. People these days hire event coordinators to do all the planning for them. They expect these coordinators to answer all their questions from food, music, and decorations. By partnering up with an event coordinator, they’ll be the ones to pitch in your catering business to their customers.

Remember to uphold your mission statement as well. By providing good food and high-class standards during your catering event, you’re already marketing your products and services to the number of people you’re catering to. So always make an exceptional first impression because that will stay with the guests long enough for them to remember hiring you on their next and succeeding events.

Financial Plan

Plan your financial future.

Knowing where you’re going to get the funds to start your catering business is a must. This is how you’ll know if your plans are going to be achievable or not. Besides, having a solid financial plan will also allow you to go through with your ideas without any interruptions.

In this section, break down your financial plan into two categories which are your plans to request for funding and your financial forecast.

Funding Request

Some business owners are ready to put up their catering business due to having saved enough money through the years. But what if you lack the funds to do it? Don’t fret. You can still loan from the bank and invite investors.

Whatever your plan is that deals with requesting for funding, include it here so you can document it.

Financial Forecast

Make conservative and best case scenario financial forecasts.

Reaching break-even is the ultimate goal when you’re putting up a business. You can compute how long it will take you to reach it early on in the planning stage.

You can also list down all your proposed expenses here which include the following:

• Pots, pans, and other large kitchen appliances and tools for cooking
• Chafing dishes
• Dessert displays and trays
• Table cloths, plates, glasses, and utensils
• Uniforms for you and the staff
• Storage boxes and food warmers

You may also add in tables and chairs if you do not want to keep on renting these. But sometimes, the venue where you’ll be catering can provide these as well.

Download Now: Bakery Business Plan Templates for 2021

Be sure to include your staff’s payroll expenses. Since catering events are not done daily (unless you’ve already made a name for yourself and you’re booked every day), you can just have your wait staff be on call and pay them per catering event rather than a daily wage.

By computing these, you’ll know just how much you should allot for your startup capital and how much should your goals be to reach during every catering gig in order to profit off of it.

Operational Plan

What’s your operation plan?

Put your plan into action by making a timeline of your operations. Here is an example:

Date Plan [Insert Date Here] – Finalize the business documents you need such as permits and registrations for your catering business.[Insert Date Here] – Start marketing your business on social media and the local news. Send out proposals for partnerships with event coordinators and function halls.[Insert Date Here] – Hire and train staff.[Insert Date Here] – Start catering when booked.[Insert Date Here] – Achieve goals and reach break-even.

The appendix section of the business plan is where you can put all your documentation. This includes photos of your food and table setting and your copies of the permits and registration for your catering business.

Download Templates

Here are the catering business plan samples in PowerPoint, Word Doc, Google Doc, and PDF. These are ideal for commercial or home-based catering businesses.

• Catering business plan template Google Doc
• PDF catering business plan sample
• Catering PowerPoint template
• Catering businesses are ideal because there is no space for you to rent which is considered one of the main expenses that can be quite heavy on the pockets. You will be cooking in the comfort of your own home. Just make sure your place can handle heavy cooking and there is enough space for you and your staff to move about.
• It would be nice to learn more about the different cuisines as you go along so you can cater to a wide variety of audiences.
• Include a checklist of all the equipment you need to operate at the start. These equipment requirements make up the bulk of your startup costs. You can download a checklist of frequently used catering equipment here .

Throughout this entire guide, we have been referring to your readers as one of the main reasons why you should make your catering business plan easy to understand. But in truth, making this business plan is for you as well. You will need this plan when you’re requesting for financial assistance in banks and this would also serve as your work guide. So remember to keep it detailed and easy to comprehend because you will be using this on the road to putting up your business.

While opening a catering business can be extraordinarily rewarding there are a few factors you should consider before deciding to push ahead. Creating a business plan lets you understand what the factors are, what’s going to make this business become a success, and how you can profit from the venture.

If you’re serious about starting a catering business, don’t forget to sign up for our Food Business Startup Kit . This free community will give you access to exclusive interviews with catering professionals you can use to help grow your own business.

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About the Author: Brett Lindenberg

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BUSINESS STRATEGIES

How to create a catering business plan

• Jeremy Greenbaum
• Sep 7, 2023
• 11 min read

When starting a business , especially when starting a service business , crafting a meticulous and transparent business plan is essential. A catering business plan is a meticulously crafted manuscript that outlines your company’s ambitions, tactics and financial projections. This invaluable document not only charts a precise course when starting your food business but also serves as a culinary compass. Keep reading to learn how to write a strong catering business plan.

Looking to promote your business online by making a website ? Try Wix’s website builder .

Writing a comprehensive catering business plan is crucial for the success of your venture. It provides a roadmap for your business, helps attract investors and funding and guides your decision-making process regardless of your type of business . Here are the six main parts of a catering business plan:

Executive summary

Company and domain names

Market analysis and research

Operations plan

Marketing and advertising plan

Financial plan

01. Executive summary

The executive summary is a concise overview of your catering business plan. It should provide a clear and compelling summary of your business idea, goals and strategies. This section is typically written last but appears at the beginning of the business plan.

An effective executive summary for a catering business plan should include:

A brief description of your catering business and its unique selling proposition

An overview of your target market and how you plan to capture it

A summary of your financial projections, including revenue targets and profitability

An outline of your catering marketing strategies and how you intend to promote your services

02. Company and domain names

Choosing the right business name for your catering venture is crucial for building brand awareness and trust. It should reflect your company's values, be memorable and resonate with your target audience. Consider using a business name generator (or specifically a restaurant business name generator ) for inspiration and brainstorming ideas.

Be inspired: Catering business name ideas

When selecting a domain name for your catering website, it's important to choose something that is easy to remember, relevant to your business and available. Conduct a domain name search to check its availability and consider best practices (e.g., keep it short and simple, avoid numbers and hyphens, use keywords and check to make sure it aligns with your brand identity and values).

Once you’ve landed on a business name and structure, follow the steps for registering your business .

03. Market analysis and research

Including market analysis and research in your catering business plan is essential for understanding the competitive environment and building a better business strategy. Conducting market research will help you identify your target market, assess customer preferences and understand the demand for catering services in your area.

An overview of the catering industry, including trends and growth opportunities

An analysis of your target market, including demographics, psychographics and buying behavior

A competitive analysis, identifying key competitors and their strengths and weaknesses

A SWOT analysis (strengths, weaknesses, opportunities, threats) to assess internal and external factors that may impact your business

04. Operations plan

The operations plan outlines the practical aspects of running your catering business. This includes details about location, premises, equipment and staffing needs.

Key elements to consider in your operations plan:

Location and premises: Choose a location that is easily accessible for clients and has sufficient space for food preparation, storage and office operations. Determine the layout and design of your premises to optimize workflow and create an inviting atmosphere for clients.

Equipment: List the necessary equipment for your catering business, such as commercial kitchen appliances, serving utensils and transportation vehicles.

Staffing: Define the roles and responsibilities of your staff members, including chefs, servers, event coordinators and administrative personnel. Consider their qualifications and training requirements.

05. Marketing and advertising plan

The marketing and advertising plan lays out the strategies you will use to promote your catering business, including your plans to create a business website . It helps you identify the most effective channels to reach your target audience and maximize your marketing budget.

Consider the following when creating your marketing and advertising plan:

Target audience: Define your target market segments based on demographics, psychographics and event types.

Branding: Develop a strong brand identity that reflects your catering business's values, mission and unique selling proposition. (If you need help creating a logo, check out these food-related logo ideas and use a logo maker .)

Pricing strategy: Determine your pricing structure based on factors like food costs, overhead expenses, competition and desired profit margins.

Promotional channels: Identify the most effective channels to reach your target audience, such as social media advertising, email marketing, event sponsorships or partnerships with wedding planners or corporate event organizers.

Marketing campaigns: Plan specific marketing campaigns tailored to different segments of your target market. This could include seasonal promotions, referral programs or discounts for repeat customers.

By incorporating these strategies into your marketing and advertising plan, you can effectively promote your catering business and attract clients.

06. Financial plan

The financial plan is a crucial part of any catering business plan. It outlines how your business will be funded initially and provides a timeframe for reaching profitability. Remember to include:

Startup costs: Estimate the initial investment required to start your catering business, including equipment purchases, leasehold improvements, licenses, permits and marketing expenses.

Revenue projections: Based on market research and pricing strategies, project your anticipated revenue over the first few years of operation.

Expenses: Identify all the ongoing expenses involved in running your catering business, such as food costs, labor, rent, utilities, insurance and marketing expenses.

Cash flow statement: Prepare a cash flow statement that outlines the inflows and outflows of cash in your business on a monthly or quarterly basis. This will help you anticipate any cash flow challenges and plan accordingly.

Profitability analysis: Assess the profitability of your catering business by calculating gross profit margins and net profit margins. This will give you an understanding of the financial health of your business.

Catering business plan examples

These draft business plans provide a starting point for developing your own catering business plan. Customize them according to your specific business goals, target market and unique selling proposition. A well-crafted business plan will set you on the path to success in the competitive catering industry. Check out these service business examples to help you get started:

Example 1: full-service catering business

ABC Catering Company is a full-service catering business specializing in corporate events and weddings. We offer a wide range of menu options, focusing on fresh, locally sourced ingredients and exceptional service. Our target market includes businesses in the downtown area seeking high-quality catering for their meetings and events, as well as couples planning their dream weddings. With our experienced team and commitment to excellence, we aim to become the go-to catering provider in the region. Our projected revenue for the first year is $500,000, with a net profit margin of 15%. We will leverage digital marketing strategies, including social media advertising and partnerships with local event planners, to reach our target audience.

Company name and domain name

Company name: ABC Catering Company

Domain name: abccateringcompany.com

The catering industry is witnessing a transformative shift, driven by a growing demand for exceptional dining experiences at events ranging from weddings to corporate gatherings. As clients increasingly seek convenience and sophistication, there is a rising preference for professionally curated dining solutions.

ABC Catering Company is strategically positioned to cater to a discerning clientele, primarily focusing on upscale weddings, corporate events and social gatherings. Our target demographic includes professionals, high-income individuals and event planners who value creativity, diversity and flawless execution.

Within our competitive landscape, ABC Catering Company faces established players like XYZ Culinary Creations and Gourmet Gatherings Inc. XYZ Culinary Creations stands out for its innovative presentations but struggles with consistency, while Gourmet Gatherings Inc. excels in personalized experiences but lacks comprehensive menu options for specific dietary needs. Through a holistic understanding of our market and competitors, ABC Catering Company is poised to make its mark by capitalizing on trends, addressing client preference, and navigating challenges effectively.

Location: ABC Catering Company will be situated centrally, boasting easy client access and ample parking, with premises encompassing a commercial kitchen, storage areas and an integrated office space.

Equipment and resources: Our operations will be powered by a cutting-edge commercial kitchen, an array of elegant serving utensils, dedicated transportation vehicles and essential office equipment.

Staffing and expertise: Our skilled team—comprising accomplished chefs, meticulous servers, creative event coordinators and capable administrative personnel—will orchestrate exceptional catering experiences.

Hiring and qualifications: Selection will be based on qualifications and industry experience, ensuring that our chefs, servers, event coordinators and administrative personnel uphold our commitment to excellence.

Target audience: Our prime focus lies on capturing the interest of downtown businesses and engaged couples in the wedding planning process.

Branding: Forge a robust brand identity that encapsulates our values, mission and distinctive selling proposition.

Pricing strategy: Strategically set prices, factoring in food expenses, operational costs, market competition and desired profit margins.

Promotional channels: Harness the potential of social media advertising, email campaigns, event sponsorships and collaborations with wedding planners and corporate organizers for optimum outreach.

Marketing campaigns: Devise targeted marketing endeavors tailored to different subsets of our audience, encompassing seasonal offers, referral initiatives and loyalty discounts.

Startup costs: The estimated initial investment required is $200,000 for kitchen equipment, leasehold improvements, licenses, permits and marketing expenses.

Revenue projections: Based on market research and pricing strategies, projected revenue for the first year is $500,000.

Expenses: Ongoing expenses include food costs, labor, rent, utilities, insurance and marketing expenses.

Cash flow statement: A monthly cash flow statement will be prepared to track inflows and outflows of cash.

Profitability analysis: Gross profit margins are projected to be 60%, with a net profit margin of 15%.

Example 2: corporate catering business

XYZ Corporate Catering is a specialized catering business focusing on providing high-quality food and service for corporate events. We offer customized menus that cater to the specific needs and preferences of our corporate clients. Our target market includes businesses in the technology and finance sectors. With our experienced team of chefs and event coordinators, we aim to become the preferred catering partner for corporate events in the region. Our projected revenue for the first year is $400,000, with a net profit margin of 20%. We will utilize targeted email marketing campaigns and establish partnerships with event venues to reach our target audience effectively.

Company name: XYZ Corporate Catering

Domain name: xyzcorporatecatering.com

XYZ Corporate Catering operates within the thriving corporate events sector, where businesses seek top-notch catering solutions for meetings, conferences and other professional gatherings. This segment is characterized by a growing preference for high-quality, customizable menus that cater to diverse dietary requirements and corporate themes. As the demand for elevated culinary experiences in the business realm increases, XYZ Corporate Catering is poised to capitalize on this trend, delivering exceptional service and tailored offerings to meet the unique needs of corporate clients.

Our target audience encompasses a wide array of businesses, from small enterprises to large corporations, spanning diverse industries. We are well-positioned to cater to these businesses through our flexible menu options, streamlined delivery and commitment to professionalism. The competitive landscape includes a mix of established catering services and local vendors, with key differentiators being the quality of offerings, reliability of service and expertise in handling corporate events. XYZ Corporate Catering's focus on culinary excellence, efficient logistics and strong client relationships will set us apart in this competitive arena, positioning us as a trusted partner for corporate event catering needs.

Location: XYZ Corporate Catering will thrive in a strategically located facility, housing advanced kitchens, storage solutions and dedicated administrative spaces.

Equipment and resources: Our operations will be fortified by cutting-edge kitchen equipment, elegant serving tools and efficient delivery vehicles.

Staffing and expertise: Our adept team—composed of seasoned chefs, professional servers, meticulous event coordinators and capable administrative personnel—will ensure flawless execution.

Hiring and qualifications: We will selectively hire individuals with expertise in the catering industry, focusing on chefs, servers, coordinators and administrative staff with a track record of excellence.

Target audience: Our primary focus will encompass downtown businesses and engaged couples in the wedding planning process.

Startup costs: The estimated initial investment required is $150,000 for kitchen equipment, leasehold improvements, licenses, permits and marketing expenses.

Revenue projections: Based on market research and pricing strategies, projected revenue for the first year is $400,000.

Profitability analysis: Gross profit margins are projected to be 70%, with a net profit margin of 20%.

Why should you create a catering business plan? Top benefits to consider

A well-written business plan provides valuable guidance and direction. It helps you define your goals, identify potential challenges and develop strategies to overcome them. Among its many benefits, a business plan can aid with:

Funding: A comprehensive business plan is essential for attracting investors or raising money for a business from financial institutions. It demonstrates the viability of the catering business and showcases the potential return on investment.

Resource planning: A catering business plan will help you understand what resources, supplies and staff are required to start and operate the business successfully. It allows for proper planning and allocation of resources. To learn more about what it takes to start different catering businesses, read our guides - How to start a food truck business , How to start a food prep business , How to start a frozen food business .

Competitive insight: By conducting market analysis and research as part of the business plan, you can gain insights into the competitive environment. This information helps in developing effective marketing strategies and positioning the catering business in the market.

Risk management: A well-prepared business plan allows you to identify potential risks and develop contingency plans to mitigate them. It provides a framework for risk assessment and management, ensuring the long-term success of the catering business.

Financial planning: One of the crucial aspects of a catering business plan is the financial plan. It includes details about initial funding, projected income, expenses and profitability. This information is vital for you, your investors and your lenders to assess the financial viability of the business.

Discover examples of the best catering websites and find inspiration to fuel your success.

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• Sample Business Plans
• Food, Beverage & Restaurant

Catering Business Plan

Every event or occasion calls for good food. And although the majority of people like good food, not everyone has the talent to cook the same.

And if you are someone who receives constant compliments for your cooking then you must have thought of having your catering business.

But having a catering business is much more than that. It all boils down to the quality of your service in the end, but before that, you need to have a strategy to attract your customers’ attention, build trust, manage your finances, and many more.

All of the above might sound a little overwhelming, but it doesn’t need to be. All you need is a catering business plan.

Catering Industry Highlights 2023

Here is an overview of the current state of the catering industry in 2023:

Market size and growth potential:

Employment scenario:, number of operational businesses:, major market drivers:, key market trends:, financial plan:.

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How Can a Catering Business Plan Help You?

The catering business is one of the most rewarding careers as it not only lets you pursue your passion, it has the potential to grow into a huge business by size and volume if planned properly.

A business plan is helpful for a catering business because along with great cooking skills, great management skills are an integral part of a successful catering business.

A business plan can help you conduct your daily business activities without chaos, have good finances, help you find your desired customers, and make your unique business idea a marketable one.

Things to Consider Before Writing Your Catering Business Plan

Make a list of items you can serve.

Having a list of items you will serve, helps you organize your services better. It also helps your customers understand what you can offer and decide if your service is the right one for them or not.

It also becomes important that you design your menu as per your target audience’s tastes and preferences.

Figure out your location and staffing coasts

Figure out from where you’ll provide services, what would be the amount of rent you’ll have to pay, which location would be good for your business , etc.

Apart from that, you also need to figure out staffing costs, the size of your team, the skills required, and so on.

Figure out where you’ll get your supplies from

Getting good supplies is essential for a catering business. Because you need to pay attention to quality as well as the taste of the food you’ll offer. Having a fixed supplier helps you maintain consistency in the quality of your food.

Make a list of important equipment

Although many catering services work on the go and prefer to rent equipment, it is a good practice to have the basic equipment in case of contingency. It would also decrease your reliance on other people, and pose fewer challenges while gathering supplies for new orders.

Having your equipment also makes it easier for you and your team to prepare orders as you get familiar with how to use those tools.

Now that you have done the research, let’s learn how you can write a business plan for yourself.

How to Write a Catering Business Plan?

A good catering business plan consists of a clear description of your business’s functioning, your target market, the services you offer, the size of your company, a pricing strategy, and a well-designed employee management system.

Now you might wonder, where to start from, how to go about writing a plan from scratch, and most importantly how to know if you have written a good one.

Well, you need not worry.

You can easily write a well-rounded business plan either through a pre-designed template or through online business plan software.

Moreover, online business plan software can help you write a flexible business plan that grows alongside your business.

Catering Business Plan Outline

This is the standard catering business plan outline which will cover all important sections that you should include in your business plan.

• Keys to Success
• Financial Summary
• Legal Entity
• Locations and Facilities
• Facility Design
• Boxed lunches
• Buffet style lunches
• Alternative Providers
• Future Products
• Internal Bright Future Customers
• Nonprofit External Customers
• For-profit External Customers
• Market Analysis
• Market Trends
• Market Growth
• Value Proposition
• Competitive Edge
• Distribution Strategy
• Marketing Programs
• Pricing Strategy
• Promotion Strategy
• Of Grape & Grain
• Cravings Fine Foods
• Ariana’s Deli
• Fettuccini and Co
• Napoli Restaurant
• Brindiamo Catering
• Wild Duck Brewery
• Oregon Electric Station
• Local and national grocery stores chains
• Local and national sandwich fast-food chains
• Strategic Alliances
• Organizational Structure
• Management Team Gaps
• Personnel Plan
• Other General Assumptions
• Fundraising Strategy
• Fundraising Programs
• Funding Forecast
• Start-up Summary
• Income Statement (5-Year Projections)
• Balance Sheet (5-Year Projections)
• Cash Flow (5-Year Projections)

Although your plan will keep changing as your business grows, here are a few key sections that would form the foundation of your business plan:

1. Executive summary

This executive summary section would be the first one on your plan. It provides a summary of all that your business stands for. It can be divided into the following subsections:

• Objectives : This segment would consist of the chief objectives of your company. What it aims to achieve, who it wants to serve, and where it wants to reach.
• Mission : This segment includes the mission statement of your business, it consists of what market gap you plan on filling with your business.
• Financial Summary : This segment will give a summary of the past and present condition of your finances as well as projected gains of your business.

A clear executive summary can come in handy if you need funding.

2. Operational Strategy

The operational strategy section helps you plan how to work toward achieving your business goals. It can be divided into the following subsections:

• Day-to-day activities : In this segment, you’ll write an overview of the best way of carrying out your business from onboarding clients to fulfilling the services.
• Long-term goals : This section would consist of long-term goals like serving a certain number of clients, growing your business to a certain size, and expanding to a certain number of branches, etc.

A good operational strategy would make your business activities less chaotic and prevent them from being all over the place.

3. Market Analysis

In this segment, you’ll write down every single detail you can find out about the market. It would include the following segments:

• Market trends : Knowing about all the prevailing market trends can help you design a plan that would change as per the evolving market, and also help you maintain the foundation your company stands on. It would also give you an overview of what your competitors are doing.
• Target Market : This segment would describe everything about your target market. The locations they prefer, the kind of cuisines they are into, how and when they procure catering services, etc.

This segment helps you understand what you are getting yourself into.

4. Services

This section consists of a detailed description of the services you offer. For example, the events you cater to, the volume of people you can serve, the food options your services have, what additional services you offer, etc.

This segment helps your target audience understand your services better, it helps them in deciding whether you are the right fit for them or not. So, make sure you describe your services in a clear and precise manner.

5. Financial Plan

The financial plan segment includes everything starting from the funds you need to start your business, the funds you need for procuring supplies and employing people, the projected cash flow of your business, expected profit, and loss of your business, pricing strategy, etc.

Download a sample catering business plan

Need help writing your business plan from scratch? Here you go; download our free catering business plan pdf to start.

It’s a modern business plan template specifically designed for your catering business. Use the example business plan as a guide for writing your own.

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

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Write your business plan with Upmetrics

A business plan software like Upmetrics is the best way to draft your business plan. This incredible tool comes with step-by-step instructions, customizable templates, and 400+ sample business plans to help you get started.

So, whether starting a catering business or planning to grow an existing one, Upmetrics is the tool you need to create a business plan.

So what are you waiting for? Start planning today!

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Frequently Asked Questions

How do i write a business plan for catering.

Writing a catering business plan from scratch requires a lot of research, but you can report it most effectively with the help of a catering business plan example. Using our business plan software, you can also quickly finish your plan in just a few hours or less.

What should be included in a catering business plan?

These are the key components of a business plan your catering plan must include to stand out to investors:

• Executive summary
• Business Overview
• Products and services
• Sales and marketing strategies
• Operations plan
• Management team
• Financial plan

Where to find business plan writers for your catering business?

While many business plan writers are available to help you, believe it or not, no one knows your business better than you. So we recommend you write your catering business plan and outline your vision as you have in your mind. You can use AI business plan generators like Upmetrics to speed up the writing process.

What are some common mistakes to avoid when writing a catering business plan?

Following are some of the common mistakes to avoid when writing a catering business plan:

• Poor market research and ignoring industry trends.
• Inadequate and inaccurate financial projections.
• Undefined goals and lack of details.
• Including outdated and irrelevant information.
• Not proofreading the document for typos and grammatical errors.
• Not regularly updating your business plan.

About the Author

Upmetrics Team

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

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• Sample Plans

Catering business plan

Ready to launch and grow your catering services? Explore this detailed guide and a free template that helps you create an effective catering business plan in 10 easy steps.

Did you know that the catering industry is worth over $72 billion in the US alone? This shows there's a great demand for delicious food and exceptional catering services.

So, now is the perfect time to capitalize on it if cooking is your passion and your friends and family rave about your culinary skills.

But to turn that dream into a reality, you need a clear, actionable plan that navigates all the intricacies of your catering business and makes it a success.

Need help drafting your catering business plan? Worry not!

This catering business plan template will help you get started and guide you to create a detailed business plan for your catering services.

But first, let’s understand what exactly a catering business plan is.

What is a catering business plan?

A catering business plan is a professional document that summarizes all the strategies, financial projections, and operational aspects of a catering venture. 

It also outlines business goals, thorough market analysis, target audience, menu offerings, effective marketing efforts, organizational structure, growth plans, and other essential details of catering services.

Typically, this plan serves as a detailed roadmap for launching and expanding a catering business in the competitive market.  

Why do you need a catering business plan?

Having a catering business plan is essential for setting a strong foundation for your catering services.

Check out key reasons why it's necessary:

Clarifies your business concept

When you start creating a catering business plan, it forces you to think strategically about your business idea, including the goals, target market, logistics, and services.

This will allow you to refine your strategies as well as ensure your catering business is viable and sustainable.

Attracts investors or lenders

If you want to secure funding for starting or growing your catering services, a professional business plan is crucial. This is so because investors or lenders ask for a clear plan that shows your business's potential for success.

Also, they want to know how you earn or intend to earn profits as well as how you plan to repay loans or deliver return on investment (ROI).

Guides your operational planning

A well-crafted business plan serves as a strategic blueprint that helps you navigate the complexities of establishing and running a successful catering business.

Further, it helps you in everything from designing menus and managing staff to sourcing ingredients and coordinating with event planners.

Identifies potential risks

Catering businesses often encounter several risks and challenges, like food safety issues, supply chain disruptions, or event execution problems.

However, with the help of a catering business plan, you can identify these risks earlier and develop contingency plans to mitigate their impact. This will ensure your business's long-term success.

Now that you know the benefits of creating a business plan, it’s time to learn how to write one for your catering services.

How to write a profitable catering business plan?

Are you a seasoned caterer aiming to grow your services, or a newbie willing to establish your catering business and make an impact?

Well, preparing a catering business plan is a crucial step toward the success of your entrepreneurial journey.

Here are the key steps to consider when writing a comprehensive business plan:

1. Executive summary

An executive summary is a brief, concise introduction to your catering business plan that helps make a good impression on readers or potential investors.

Though it's the first section of a catering business plan, consider writing it at the end once you've completed all the key sections. Reason? Because it summarizes the most important points mentioned in your plan.

Here's a list of details that you should include in your executive summary:

• Business concept and mission
• Catering services offered

Target market

• Key success factors
• Marketing and branding approach
• Financial projections

In simple terms, this section provides a high-level overview of your catering services.

So, keep it simple, crisp, and engaging to capture the reader's attention and persuade them to learn more about your business.

Have a look at Savory Celebrations Catering’s executive summary that you can refer to draft your own plan summary:

Business name: Savory Celebrations Catering

Location: Austin, Texas

Savory Celebrations Catering is a full-service catering company based in Austin, Texas, specializing in innovative, farm-to-table cuisine. We offer exceptional catering services to corporate events, weddings, private parties, and other special occasions. We ensure providing locally sourced food with quality service that makes every dish a culinary masterpiece and event a memorable experience.

Mission statement

Our mission is to create memorable dining experiences for our clients and their guests by offering them delicious, beautifully presented food and seamless event coordination. We aim to exceed client expectations every time.

Services offered

Savory Celebrations offers a wide array of catering services and options to meet the unique needs of our clients. It includes:

• Gourmet breakfasts, lunches, and dinners for corporate events
• Comprehensive wedding catering services
• Customized menus and themes for private events
• Specialty menus for dietary needs or preferences

Our primary target market includes corporate clients in Austin’s booming tech sector, engaged couples, and individuals planning private events. We cater to clients who seek high-quality, beautifully presented food and top-tier service, with a focus on creating unique and memorable experiences.

Success factors

Our key success factors are:

• Personalized, attentive customer service
• Fresh, locally sourced ingredients
• Experienced team of chefs and event planners
• Strong local partnerships
• Effective, targeted marketing strategy

Marketing efforts

Our marketing strategy leverages social media, SEO, and local partnerships to build brand awareness and attract clients. We emphasize our commitment to quality and sustainability in all branding efforts.

Financial outlook

In the first year of operation, we project revenues of $450,000, with a growth rate of 10% annually over the next three years. We develop our pricing strategy in such a way that ensures a healthy profit margin while remaining competitive within the Austin market. Currently, we’re seeking $100,000 in funding to cover initial startup costs.

2. Company overview

This next section will expand on your executive summary. It's more practical, providing an in-depth understanding of your catering services.

So, while writing the company overview, consider describing your catering business in detail which covers everything from your business name to its future goals.

This will help readers or potential investors better understand your catering business's fundamental aspects and make informed decisions.

For instance, you may include the following information in your company overview section:

• Business legal structure (a sole trader or a limited liability company)
• Core values and vision statement
• Name of owners and partners
• Background history
• Milestones achieved (if any)
• Short-term goals and long-term objectives

Besides that, discuss any laws or regulations that exist around catering businesses. Also, ensure your kitchen meets all of the applicable health & safety guidelines, or that you've applied for any relevant licenses.

3. Catering service and offerings

As the name indicates, this section highlights your various catering options and service offerings. It clearly demonstrates how your catering business will meet client needs and preferences.

So, first, start detailing the types of catering services and options available, along with the pricing level. 

For example: full-service catering, drop-off catering, or event planning.

Also, mention any additional services that might add value, such as equipment rental, on-site chefs, or themed decor.

After that, present the sample menu in detail, including all your top dishes and any seasonal or specialty items. For example:

And don't forget to emphasize your flexibility in personalizing menus that meet specific client needs and dietary preferences. This ensures your menu is customizable for each occasion.

By clearly illustrating your catering services and offerings, you can attract clients and give investors confidence in your business's viability and appeal.

4. Market and customer analysis

A market analysis provides a clear snapshot of the market dynamics and the target audience .

This will help you analyze the specific market niche in which your catering business intends to operate and the demand for catering services in your chosen area.

While writing this section, consider answering these questions:

• How big is the catering services industry? Is it growing or declining?
• What is the growth forecast for the next 5-7 years?
• Who are the top caterers in the market?
• What are the recent trends in the industry?
• Who are your target customers, including their demographics?

Here, you may also discuss the key customer segments, such as corporate clients, wedding parties, private events (birthdays or anniversaries), and community events or social gatherings.

Try to understand each customer's needs and preferences so that you can address them through customized services or offerings.

5. Competitive analysis

This competitive analysis section highlights the direct and indirect competitors in your area. It helps you evaluate their strengths and weaknesses.

Your direct competitors can be other catering businesses. Restaurants, cafes, or supermarkets can be your indirect competitors.

But focus more on direct competition, as they offer similar services to yours.

For each such competitor, analyze how they operate their business as well as identify their strengths, weaknesses, pricing plans, and customer base.

This way, you can identify the potential opportunities to stand out in the local market. For instance, differentiate your business by offering unique menu items, superior service, or competitive pricing.

6. Team and management structure

As a caterer, you might be a small, joined-family team, or a delegation of several managers and team members.

Irrespective of that, operating a large-scale catering service model requires a well-experienced and strong management team to succeed.

So, introduce the catering business owners/partners, managers, main chefs, cooks, and service staff members in this section. Include their responsibilities, experience, and expertise that benefit your business.

After that, describe any advisory board members and illustrate your organizational structure that shows how the key roles are interconnected. 

Here’s an example:

Moreover, mention your staffing requirements and training programs as well as explain how you'll find the talent to fill those roles. 

If required, consider hiring local staff on an event-by-event basis. This will help you keep only a few employees on the payroll, reducing the overhead costs.

7. Marketing and sales strategy

This section highlights all the marketing and sales strategies you've decided to promote your catering services. These strategies will help you attract new customers and retain existing clients.

To plan this section, consider developing effective promotional campaigns while tracking your marketing budget and maximizing revenue.

Here's a list of strategies that you should include in your marketing plan:

• Create a strong online presence through a professional website
• Use active social media platforms (Instagram, Facebook, Twitter)
• Engage in email marketing campaigns
• Network or partner with venues and event planners
• Distribute flyers to local businesses
• Advertise in newspapers or radio stations
• Participate in community events or social gatherings

In addition to that, describe your sales tactics such as competitive pricing strategies, promotional deals, or special discounts to attract customers and generate more bookings.

Overall, the marketing plan allows you to focus more on building and maintaining your brand identity as well as ensuring a steady flow of clients.

8. Business operations plan

Next, outline the business operations and explain how your catering business will run on a daily basis.

A well-crafted operations plan shows potential investors that you've maintained a solid plan to manage the business effectively and handle its growth.

So, consider including the following details in your operations plan:

• Food preparation processes
• Service delivery and food safety
• Kitchen facilities or equipment 
• Logistic (ingredient sourcing)
• Inventory management

This will help you ensure consistency in food quality and maintain high-quality service, which is necessary for client satisfaction.

9. Financial planning

Developing a comprehensive and realistic financial plan is crucial as it not only helps you forecast revenue and manage cash flows but also offers a clear picture of growth and profitability.

So, in your catering services financial plan, provide a detailed analysis of your financial projections for the next 5-7 years.

Consider including these key financial statements and reports:

• Sales and revenue forecasts
• Operating expenses 

Profit and loss statement

• Cash flow estimates

Balance sheet

Break-even analysis

Further, discuss your funding requirements and summarize sensitivity analyses for the different types of scenarios.

This shows your catering business’s fiscal health and viability, as well as the growth possible in the long run, allowing potential investors to make informed decisions.

For instance, you may consider formulating the key financial projections as shown below:

Cash flow statement

10. Appendix

In the business plan appendix section, you may include any additional information or supporting documents that offer more credibility and detail to your plan. 

Consider adding the following details or documents:

• Resumes of your leadership team
• Food supplier contracts
• Equipment vendors agreements
• Business licenses and permits
• Insurance certificates
• Past financial statements, or tax returns (if applicable)

This section will help readers get a better understanding and necessary information that doesn't fit into the specific sections but can be used as a reference.

Download the catering business plan template

Ready to kickstart your catering business plan writing? But need some extra help? Look no further; here's our free catering business plan template pdf to help you get started.

It’s an investor-friendly business plan template specifically designed for catering services. It comes with a detailed guide and practical examples that will assist you in writing your own catering business plan.

Now, you've got a clear idea of all the key sections of a catering business plan and how to draft them. So, it should be much easier for you to create a detailed plan.

However, if you have any doubts about presenting your plan or need further assistance, consider using an AI business plan creator . It helps you draft an actionable catering business plan more effectively and quickly.

So, wait no longer; start your catering planning today!

Get Your Business Plan Ready In Minutes

Answer a few questions, and AI will generate a detailed business plan.

Frequently Asked Questions

How to get funding for your catering business?

There are multiple options to get funding for your catering business, such as:

• Personal savings
• Loans from family & friends
• Traditional bank loans
• Small Business Administration (SBA) loans
• Private investors or venture capitalists
• Crowdfunding platforms ( Kickstarter or Indiegogo )

What's the importance of a marketing strategy in a catering business plan?

Marketing strategies play an important role in a catering business plan as they help you:

• Describe how you'll attract and retain clients.
• Identify your target market and ideal customers.
• Outline your branding strategies and sales process
• Detail your pricing plan and promotional tactics
• Communicate the unique value of your services

In short, a well-crafted marketing strategy not only helps you reach potential clients but also supports your business's sustainable growth.

How long should the catering business plan be?

A catering business plan should be detailed yet concise, typically 15-30 pages that cover all the essential elements like business strategy, market research, financial projections, and operational plans.

However, the length of a business plan primarily depends on the purpose and the type of business plan you're writing.

As the founder and CEO of Upmetrics, Vinay Kevadiya has over 12 years of experience in business planning. He provides valuable insights to help entrepreneurs build and manage successful business plans.

Follow Vinay Kevadiya

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• Business plans

Catering Business Plan

Used 4,872 times

Chart your path to success with our catering business plan template designed to help entrepreneurs organize their catering business.

e-Sign with PandaDoc

Created by:

​ [Sender.FirstName] [Sender.LastName] ​

​ [Sender.Company] ​

Prepared for:

​ [Recipient.FirstName] [Recipient.LastName]

​ [Recipient.Company] ​

Executive Summary

​ [Sender.Company] is a distinguished catering business in [Sender.StreetAddress] [Sender.City] [Sender.State] [Sender.PostalCode] , specializing in catering services. To provide the utmost convenience to its clients, [Sender.Company] has innovatively developed an online platform.

Combining culinary expertise with technological innovation, [Sender.Company] is dedicated to simplifying the catering process.

​ [Sender.Company] 's unwavering commitment to enhancing the catering experience underscores its mission to provide clients with a seamless and tailored culinary journey, establishing it as a leader in the catering industry.

Company Overview

Who is [sender.company] .

​ [Sender.Company] , nestled in the heart of (insert location here).

The driving force behind the inception of [Sender.Company] is none other than (Owner Name), a seasoned luminary within the catering domain. Despite (Owner Name)'s substantial background in the industry, it was a pivotal moment in (month, date) that marked the genesis of [Sender.Company] .

It became abundantly clear that [Sender.Company] was poised to make its indelible mark in the culinary landscape of (insert location here), promising a catering experience that was unique, exceptional, and ideally attuned to the tastes and preferences of its clientele.

Service Offering

​ [Sender.Company] specializes in delivering a diverse range of catering services, catering to various culinary desires and event requirements.

(Company Product/Option): (Insert short description)

This diverse array of catering services ensures that individuals and event hosts can find the perfect culinary experience that aligns seamlessly with their tastes and event requirements.

Management Team

(Name) – Founder & CEO

Background: (Brief background and qualifications of the CEO)

Responsibilities: (CEO's primary responsibilities and areas of focus)

(Name) – Chief Operating Officer (COO)

Background: (Brief background and qualifications of the COO)

Responsibilities: (COO's primary responsibilities and areas of focus)

(Name) – Chief Financial Officer (CFO)

Background: (Brief background and qualifications of the CFO)

Responsibilities: (CFO's primary responsibilities and areas of focus)

(Name) – Chief Marketing Officer (CMO)

Background: (Brief background and qualifications of the CMO)

Responsibilities: (CMO's primary responsibilities and areas of focus)

Customer Analysis

Profile of target market.

​ [Sender.Company] will target businesses of all sizes in [Sender.StreetAddress] [Sender.City] [Sender.State] [Sender.PostalCode] . Businesses demand catering services for all of their events. Thus, they could be the primary client for any catering business. [Sender.Company] will also target local non-profits and individuals searching for catering services for social occasions.

Customer Segmentation

​ [Sender.Company] intends to target the following client groups:

Corporations: Hosting conferences, product launches, meetings, and celebrations.

Local Governments: For their meetings and social gatherings

Parents: For birthdays and social gatherings

Brides: Providing catering for bridal showers, engagement parties, and wedding celebrations

Competitive Analysis

Direct and indirect competitors.

Some businesses with similar profiles can be found in [Sender.Company] locations. As a result, [Sender.Company] will face direct or indirect client rivalry. The competitors of the company are briefly described here.

Competitive Advantage

​ [Sender.Company] will provide its client with the following competitive advantages:

(Competitive Advantage 1)

(Competitive Advantage 2)

Marketing Plan

​ [sender.company] ’s branding and positioning.

The [Sender.Company] brand is renowned for its unique value proposition within the catering industry:

Diverse Menu Options

​ [Sender.Company] is known for its extensive menu offerings, providing breakfast, lunch, and dinner customization.

Culinary Excellence

The company is committed to serving top-tier cuisine prepared by skilled chefs and presented by a team of sophisticated servers.

Exceptional Customer Service

At [Sender.Company] , excellent customer service is a hallmark.

Innovative Themes and Concepts

​ [Sender.Company] stands out with its creative approach, offering innovative event themes and concepts.

Sustainability and Dietary Accommodations

The company prioritizes and accommodates various dietary needs, demonstrating a commitment to eco-friendly practices and guest preferences.

Event Planning Expertise

​ [Sender.Company] provides comprehensive event planning services, including venue selection, décor, and entertainment.

These unique values define [Sender.Company] and highlight its dedication to delivering exceptional catering and event experiences.

Promotions Strategy

​ [Sender.Company] anticipates its primary customer base to encompass individuals residing or working within the area of the establishment. The company's comprehensive promotional strategy to engage this demographic comprises various components.

The catering business will proactively encourage delighted clients to refer other companies or individuals by providing financial incentives for each successful referral.

Advertising

​ [Sender.Company] will initially invest in advertising placements within local newspapers and event publications to enhance brand awareness.

Direct Mail

​ [Sender.Company] will utilize local business mailing lists and business association databases to distribute informative materials to nearby businesses. These materials will offer insights into the company's offerings, feature discounts, and incentivize individuals to consider [Sender.Company] for their catering needs.

Public Relations

Outreach efforts will extend to local and regional newspapers and television stations, where press releases detailing the company's launch and its unique value proposition will be disseminated.

Ongoing Customer Communications

To maintain an active online presence, [Sender.Company] will maintain an informative website and circulate a monthly email newsletter.

Social Media Marketing

Proactive interaction with prospective clients and strategic collaborators on diverse social media platforms, including (List relevant social media platforms), will enable the business to remain responsive to evolving customer requirements and preferences.

Pricing Strategy

​ [Sender.Company] prioritizes catering to a wide range of client budgets while consistently delivering exceptional catering services. Recognizing the catering industry's susceptibility to price fluctuations, often driven by external factors, [Sender.Company] is firmly committed to offering competitive pricing that appeals to a broad clientele and reduces accessibility barriers. Additionally, a robust cost management strategy will be implemented to maximize profitability.

(Payment Option 1)

(Payment Option 2)

(Payment Option 3)

(Payment Option 4)

By offering these versatile payment alternatives, [Sender.Company] aims to ensure that its valued clients have a range of choices to align with their financial needs and preferences, ultimately enhancing their overall satisfaction. These options can be adjusted to remain responsive to market dynamics and evolving customer demands.

These milestones underscore [Sender.Company] 's unwavering commitment to making consistent and measurable strides in its pursuit of success within the (Industry Name).

Financial Plan

Source and use of funds.

​ [Sender.Company] will be receiving (Amount) from (Source of Fund) to launch its catering business. The funds will be used for capital expenditures, labor costs, and acquiring supplies and equipment. The following table shows the proposed startup costs:

Financial Projections

These are [Sender.Company] 's pro forma financial statements for the next five (5) years. It contains the business's income statement, balance sheet, and cash flow statement.

​ [Recipient.FirstName] [Recipient.LastName] ​

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Catering Business Plan: How to Make a Catering Business Plan

Starting a catering business can be an incredibly rewarding venture, but it also requires careful planning and organization to ensure success. The key to a thriving catering company is a well-constructed catering business plan, outlining everything from your financial goals to your unique selling points. This comprehensive document serves as a roadmap to guide you through the process of starting and running your catering business, providing clarity and direction every step of the way.

In this blog post, we will walk you through the essential steps for creating a catering business plan, ensuring you have a solid foundation for your catering enterprise. From developing a menu that sets you apart from the competition to crafting a marketing strategy that gets your name in front of the right audience, our guide will help you turn your passion for food and service into a successful catering business. So, let's dive in and start building the blueprint for your catering success!

Catering Business Plan

A catering business plan is a comprehensive document that outlines an upcoming catering venture's operational, financial, and marketing goals. It includes detailed plans for managing sales and expenses, a marketing strategy, customer service policies, and other important business components. The plan serves as a roadmap for starting and running a successful catering business.

How to Make a Catering Business Plan

A catering business plan should be comprehensive and cover all the key aspects of your business, from your target market and competition to your financial projections and marketing strategy. Here are the steps to help you create a catering business plan:

1. Write an Executive Summary

The executive summary should be a brief introduction to your catering business plan. It should summarize your company's goals, target market, financial projections, and unique selling points of your services. Keep it concise and compelling, as this section is often the first part investors or lenders will read.

2. Create a Company Overview

In the company overview section, describe your catering business in detail. Include your company name, restaurant mission statement , business structure, legal status, and ownership. This section should also provide a high-level view of your catering services and target market.

3. Develop Services and Menu Offerings

Provide a detailed description of the services you offer, including catering for weddings, corporate events, or private parties. Outline the types of cuisine you specialize in and provide a sample menu. Include any additional services your business provides, such as event planning, restaurant equipment rental, or wait staff . Discuss your pricing strategy and outline any special packages offered.

4. Design Branded Graphics

Create a consistent and professional visual identity for your catering business by designing branded graphics tailored for restaurant branding . This includes designing a logo, choosing color schemes, and selecting typography that reflects your brand's personality. These visual elements will be used on your website, social media, promotional materials, and other marketing channels to create a cohesive brand image specifically designed for the restaurant catering industry.

5. Conduct an Industry Analysis

Research the catering industry and identify trends, challenges, and opportunities. Analyze your target market and industry competition to understand your business's unique value proposition for restaurants . This analysis should also help you determine the most profitable catering services and event types.

6. Conduct a Customer Analysis

Understand your target customer base, including their demographics, preferences, and needs. This information will help you tailor your catering services and marketing strategy to effectively meet your customers' needs.

7. Analyze Your Competition

Identify your direct and indirect competitors and evaluate their strengths and weaknesses. Analyze how your business can differentiate itself and establish a competitive advantage in the market.

8. Develop a Marketing Plan

Outline your marketing strategy, including advertising, social media, website, public relations, and partnerships. Describe your target audience, key messages, and tactics you will use to reach your customers and achieve your business objectives.

9. Create a Business Operations/Operations Plan

Outline how you will manage your catering business's day-to-day operations. Include information on your equipment, kitchen facilities, staff, inventory management , and food safety practices.

10. Build Your Team and Management Structure

Introduce your management team, their roles, and their relevant experience. Include any advisory board members or mentors. Describe your company's organizational structure and how it supports the execution of your business plan.

11. Forecast Your Sales and Operating Expenses

Provide sales projections for your catering business, including a breakdown of revenue streams and potential growth areas. Estimate your operating expenses , such as rent, utilities, labor, marketing, and supplies.

12. Create a Financial Plan

Include financial statements such as profit and loss, cash flow, and balance sheets. Develop a break even analysis to show when your business is expected to become profitable. Include any funding requirements and a plan for how you will secure capital.

13. Prepare an Appendix

Include any relevant supporting documents or additional information, such as licenses, permits, contracts, or legal documents that may be helpful to readers. Use this section to offer context and support for the data and claims presented in your business plan.

By following these steps, you can create a comprehensive and effective catering business plan that sets you up for success. Remember to review and update your plan regularly to adapt to changes in the market and your business's growth.

Catering Business Plan Example

Here is an example of how a catering business plan might look like:

I. Executive Summary

Our catering business, 123xyz Catering, aims to provide exceptional culinary experiences for events ranging from intimate gatherings to large corporate functions. With our talented culinary team, diverse menu offerings, and focus on local and sustainable ingredients, we will quickly establish ourselves as a premier catering service in the industry. Our comprehensive business plan outlines our goals and strategies for success, highlighting our dedication to quality, customer satisfaction , and sustainability.

II. Company Overview

123xyz Catering is a full-service catering company based in [City, State]. Our mission is to create unforgettable events by exceeding our client’s expectations with innovative cuisine, exceptional service, and creative presentation. Our team of experienced chefs, event planners, and service staff work together to ensure a seamless and memorable experience for our clients and their guests.

III. Services and Menu

Our services include event planning, custom menu creation, and on-site food preparation and service for various events, such as weddings, corporate functions, and private parties. We offer diverse menu options, including appetizers, entrées, desserts , and beverages. Our cuisine ranges from traditional to exotic, focusing on incorporating fresh, locally-sourced ingredients whenever possible. We also accommodate special dietary needs and preferences, including vegetarian, vegan, and gluten-free options.

IV. Branded Graphics

Our branding strategy emphasizes clean, modern design elements that convey our commitment to quality and innovation. We will invest in professional graphic design services to create a logo, website, and marketing materials that reflect our brand's values and style. Our visual identity will be consistent across all platforms, reinforcing our reputation as a reliable and sophisticated catering service.

V. Industry Analysis

The catering industry is expected to grow steadily, driven by increasing demand for high-quality food services at events and a growing emphasis on unique, memorable experiences. Our market research has identified several trends shaping the industry, such as increasing demand for sustainable and locally-sourced ingredients, as well as a growing interest in diverse and international cuisines. 123xyz Catering is well-positioned to capitalize on these trends and differentiate ourselves from competitors.

VI. Customer Analysis

Our target customers include corporate clients, private individuals, and non-profit organizations hosting events that require catering services. We will focus on serving clients in [City, State] and surrounding areas, with the potential to expand our reach as we grow. We will target customers who value high-quality, unique culinary experiences and are willing to pay a premium for our services.

VII. Competitive Analysis

We have identified several local catering companies as our primary competitors. Through our research, we have determined that we can differentiate ourselves by offering a more diverse and innovative menu, emphasizing sustainable and locally-sourced ingredients, and providing exceptional customer service. Our competitive analysis will guide our marketing strategies and help us position ourselves as a top choice for event catering services.

VIII. Marketing Plan

Our marketing strategy includes online and offline initiatives to generate brand awareness and attract new clients. Key components of our marketing plan include:

• A user-friendly, professionally-designed website that showcases our menu and services
• Active engagement on social media platforms, sharing photos and stories from our events
• Networking within the local event planning community, establishing Attending local food and business expos to showcase our offerings and generate leads
• Offering special promotions and incentives to attract first-time clients and encourage repeat business

IX. Business Operations/Operations Plan

Our operations plan outlines the infrastructure and resources necessary to support our catering services. Key elements of our operations plan include:

• Securing a commercial kitchen space equipped with the necessary tools and equipment
• Developing relationships with local suppliers to ensure a consistent supply of fresh, high-quality ingredients
• Implementing a streamlined booking and event management system to handle client inquiries and scheduling efficiently
• Establishing standard operating procedures (SOPs) for food preparation, presentation, and service to ensure consistency and quality across all events
• Implementing robust food safety and sanitation protocols to maintain the highest standards of cleanliness and compliance with local health regulations

X. Team and Management

Our team consists of passionate and experienced professionals, each bringing unique skills and expertise to the company. Key team members include:

• Founder and CEO: A seasoned entrepreneur with extensive experience in the catering and hospitality industry
• Executive Chef : A talented culinary expert with a diverse background in various cuisines and a commitment to innovation and sustainability
• Event Planner: A detail-oriented professional with experience in coordinating and executing events of various sizes and styles
• Service Staff: A team of dedicated servers and bartenders trained in providing exceptional customer service and ensuring a seamless event experience

XI. Sales Forecasts and Operating Expenses

Our sales forecast projects steady revenue growth as we establish our reputation and expand our client base. We expect to reach profitability within the first two years of operation. Operating expenses will include costs for food and beverage supplies, kitchen equipment and maintenance, labor, marketing, and general administrative expenses. We will continually monitor and adjust our financial projections as needed to ensure the business's long-term success.

XII. Financial Plan

Our financial plan outlines the necessary investments and financial management strategies to support our business operations and growth. Key elements of our financial plan include:

• Startup costs, including kitchen equipment, initial inventory, and marketing expenses
• A comprehensive pricing strategy that takes into account food and labor cost s, as well as competitive market rates
• Detailed financial projections, including income statements, cash flow statements, and balance sheets
• A break-even analysis to determine when our business will become profitable
• Contingency plans for managing potential financial risks and challenges

XIII. Appendix

The appendix contains additional information and resources to support the main sections of our business plan. This may include:

• Resumes and biographies of key team members
• Sample menus and photographs of our culinary creations
• Testimonials and case studies from previous clients
• Copies of relevant licenses, certifications, and insurance policies
• Market research data and industry reports
• Detailed financial projections and assumptions

In conclusion, 123xyz Catering is poised to make a lasting impact in the catering industry. With our commitment to quality, innovation, and sustainability, we will provide an exceptional culinary experience for our clients and their guests, setting the stage for long-term success and growth.

Frequently Asked Questions About Catering Business Plan

Starting a catering business requires careful planning and preparation. To ensure success, it is important to create a comprehensive business plan that outlines the goals and objectives of your venture, as well as how you intend to reach them. This section will answer frequently asked questions about creating a catering business plan, from what should be included to how profitable the industry can be.

What Is Included In a Catering Business?

A catering business typically includes event planning, menu creation, and food preparation. Depending on the size of the catering service, these services can also include staffing, equipment rental, and event coordination. Some catering businesses may also offer beverage services and party rentals.

How Profitable Is a Catering Business?

A catering business's profitability heavily depends on several factors, including the quality of food, efficient marketing strategies, and operational costs. Catering businesses can enjoy generous profit margins, depending on how well they manage their operations. 

To maximize profits, caterers must ensure that their food is of high quality, that they have an effective marketing strategy to reach potential customers and keep existing customers coming back, and that their operational costs are kept as low as possible. By doing these things, catering businesses can enjoy lucrative profits and remain competitive in the market.

Why Do You Need a Business Plan?

Writing a business plan is essential for any business. It provides direction and clarity, helps to focus resources and efforts, and provides a framework for decision-making. A business plan helps you determine a business idea's viability, set goals and objectives, identify potential risks and opportunities, and manage the resources you have available. It is also essential for securing financing, as it provides potential investors and lenders with an understanding of your business.

Start Your Catering Plan Today

Creating a catering business plan is an essential step towards starting a successful catering business. It is a detailed roadmap that outlines your business objectives, marketing strategies, financial projections, and operational plans.

By following the steps outlined above, you can create a comprehensive and effective plan that sets you up for success. Remember, your catering business plan is a living document that should be reviewed and updated regularly to adapt to changes in the market and your business's growth. Start your catering plan today and take the first step towards making your catering dream a reality.

Learning center series

10 free catering business plan templates and examples

• Published on February 8, 2024
• by Patricia Fernandes
• Last updated: 2 months ago

When starting a catering business, it’s essential to have a well-structured business plan in place. A comprehensive business plan not only helps you outline your goals and strategies but also serves as a detailed roadmap for success. However, creating a business plan from scratch can be a daunting task. That’s where catering business plan templates come in handy. Understand the importance of a well-devised plan for your catering venture , as it can significantly improve your chances of overcoming challenges and achieving long-term success.

Once you’ve found a suitable template, the next step is to customize it to fit your unique catering business. This involves filling in the specific details of your business, such as your target market, menu offerings, pricing, marketing strategies, and financial projections. Customizing key elements of the template allows you to tailor it to your specific goals and vision, ensuring that your business plan accurately reflects catering businesses. Understanding the challenges that come with taking on the catering industry, developing a strategy through a tailored catering service business plan from the onset can significantly influence your path towards achieving long-term success and stability.

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Why Creating a Catering Business Plan is Essential

In the catering industry, having a well-thought-out business plan is crucial for success. It provides a roadmap for your business and helps you make informed decisions. Here are some key reasons why creating a catering services business plan is essential:

Defining Your Goals: A business plan allows you to clearly define your goals and objectives. It helps you identify what you want to achieve with your catering business.

Understanding Your Target Market: By conducting market research and analysis, you can gain valuable insights into your target market. This information will help you tailor your services to meet the needs and preferences of your customers.

Outlining Strategies: Your business plan serves as a guide to outline the strategies you will implement to achieve profitability. It includes details on your menu, pricing, marketing tactics, and financial projections.

Setting Yourself Up for Success: By carefully considering all aspects of your business and planning for potential challenges, you can set yourself up for long-term success in catering companies.

If you’re dreaming of starting your catering biz, you’re in the right place. We selected 10 catering business plan templates to help you get from daydreaming to doing. We’ve broken them down into three categories: Basic, Intermediary, and Complete, so you can find just what you need, no matter where you’re at in your catering business planning process.

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Basic Catering Business Plan Templates

Template 01: the quick start guide.

This business plan template is like the fast food of business plans – quick, easy, and gets the job done. It’s perfect if you’re just getting your feet wet. Considering launching a catering service? Ensure you have a robust plan for your catering venture by understanding the essential components and pitfalls to steer clear of.

Use the Quick Start Guide Template

Template 02: The Budget Buddy

Focused on the numbers, this one helps you figure out your starting costs and financial plan for how you’ll keep the lights on.

Use the Budget Buddy Template

Template 03: The Startup Planner

This template helps you outline your business concept’s initial needs, legal structure, and pricing strategy.

Use the Startup Planner Template

Intermediary Catering Business Plan Templates

Template 04: conscious catering strategy.

Focusing on the growing trend for healthy and dietary-specific menus, this sample menu template is perfect for caterers wanting to market and specialize in health-conscious catering industry food offerings. Learn to adapt and enhance your catering business plan to cater to health-conscious consumers, ensuring the long-term growth and success of your business.

Use the Conscious Catering Strategy Template

Template 05: Full-Service Catering Plan

Designed for established catering services and catering companies ready to expand, this template focuses on operational and pricing strategies, detailed menu planning, and advanced, marketing strategies and techniques. It’s ideal for caterers looking to scale their operations and refine their service offerings. Discover strategies on constructing a lucrative catering business plan , with guidance on enhancing operations, menu selections, and marketing approaches. Visit Metrobi’s website to delve deeper.

Use the Full-Service Catering Plan Template

Template 06: Catering Growth Accelerator

Unless you’re planning to do everything yourself (spoiler: not a good idea), this template helps you plan out your dream team.

Use the Catering Growth Accelerator Template

Complete Catering Business Plan Templates

Template 07: the full feast.

This is the big one – a comprehensive marketing plan for a full catering company template that covers everything from A to Z. If you’re ready to dive deep, this is for you. Planning to launch or manage a catering service? Ensure you have a detailed catering service business plan to guide you through every step.

Use the Full Feast Template

Template 08: The Event Ace

Specializing in events? This template focuses on planning for different types of clients at events and managing bookings at networking events.

Use the Event Ace Template

Template 09: The Growth Guru

Thinking ahead? This template helps you map out marketing strategy detailed plan for how you’ll expand and grow over time.

Use the Growth Guru Template

Template 10: The Risk Wrangler

Every serious business owner faces challenges. This template helps you identify potential risks to business goals and plan how to handle them.

Use the Risk Wrangler Template

Taking Action and Customizing Your Business Plan

Now is the time to take action and start creating your catering business plan. While examples and templates can be helpful starting points, it’s important to customize them to fit your unique business needs. Remember, your catering business plan template is a living document that can be updated and adjusted as your business grows and evolves. Learn how you can adapt and refine your catering business plan to ensure it aligns with your goals, enabling sustainable growth and success in the competitive catering landscape. Explore strategies to advance and update your catering business plan , positioning your venture for enduring prosperity and distinction in the bustling catering market.

Turning Your Catering Company Dreams into Reality

Starting a catering business is super exciting, but it can also be a bit overwhelming. That’s where the catering business plan template comes in. They’re like your road map to success, whether you’re just starting to sketch out your catering equipment ideas or you’re ready to launch. So, grab the first operations plan template that fits your stage and start cooking up your new catering business and plan!

Why you must have a solid catering business plan

How will your catering business plan evolve as you grow your catering business

How to create a profitable catering business plan

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Catering Business Plan Template

Written by Dave Lavinsky

Catering Business Plan Outline

• Catering 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

Start Your Catering Plan Here

Catering Business Plan

You’ve come to the right place to create your catering business plan.

We have helped over 1,000 entrepreneurs and business owners create business plans and many have used them to start a new catering business or grow their catering company.

Below are links to each section of a catering business plan template example:

Next Section: Executive Summary >

Catering Business Plan FAQs

What is a catering business plan.

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

You can  easily complete your catering business plan using our Catering Business Plan Template here .

What Are the Main Types of Catering Businesses?

Catering services are available for a variety of different occasions including parties, weddings and corporate events. 

What Are the Main Sources of Revenues and Expenses for a Catering Business?

The primary source of revenue for catering companies is individual, private events and corporate events. 

The key expenses for catering companies are rent, wages and salaries, equipment and food costs.

How Do You Get Funding for Your Catering Company Business Plan?

Catering companies are often funded through small business loans. Personal savings, credit card financing and angel investors are also popular forms of funding.

What are the Steps To Start a Catering Business?

Starting a catering business can be an exciting endeavor. Having a clear roadmap of the steps to start a business will help you stay focused on your goals and get started faster.

1. Develop A Catering Business Plan - The first step in starting a business is to create a detailed business plan for a catering business that outlines all aspects of the venture. This should include potential market size and target customers, market resarch on the catering industry, the services or products you will offer, business operations details, pricing strategies and a detailed financial forecast.  You can quickly complete your catering business plan using our Catering Business Plan Template here .

2. Choose Your Legal Structure - It's important to select an appropriate legal entity for your catering business. This could be a limited liability company (LLC), corporation, partnership, or sole proprietorship. Each type has its own benefits and drawbacks so it’s important to do research and choose wisely so that your catering business is in compliance with local laws.

3. Register Your Catering Business - Once you have chosen a legal structure, the next step is to register your catering business with the government or state where you’re operating from. This includes obtaining licenses and permits as required by federal, state, and local laws. 

4. Identify Financing Options - It’s likely that you’ll need some capital to start your catering business, so take some time to identify what financing options are available such as bank loans, investor funding, grants, or crowdfunding platforms. 

5. Choose a Location - Whether you plan on operating out of a physical location or not, you should always have an idea of where you’ll be based should it become necessary in the future as well as what kind of space would be suitable for your operations. 

6. Hire Employees - There are several ways to find qualified employees including job boards like LinkedIn or Indeed as well as hiring agencies if needed – depending on what type of employees you need it might also be more effective to reach out directly through networking events. 

7. Acquire Necessary Catering Equipment & Supplies - In order to start your catering business, you'll need to purchase all of the necessary equipment and supplies to run a successful operation. 

8. Market & Promote Your Business - Once you have all the necessary pieces in place, it’s time to start promoting and marketing your catering business. This includes creating a website, utilizing social media platforms like Facebook or Twitter, and having an effective Search Engine Optimization (SEO) strategy. You should also consider traditional marketing techniques such as radio or print advertising. 

Learn more about how to start a successful catering business and catering business planning:

• How to Start a Catering Business
• How to Start a Catering Company

Where Can I Get a Catering Business Plan PDF?

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

Other Helpful Business Plan Templates

Photography Business Plan Template Event Venue Business Plan Template

How to Create a Catering Business Plan (Plus Free Template)

Elizabeth started her career at a small local restaurant close to her home. She had big dreams of owning a large catering business. 

Three years later, she learned the ropes, worked hard enough to save money and was ready to launch Chefdini Catering.

Hers is a tale of overcoming all odds.

Within five years, Elizabeth expanded her operations. She employed some staff and was raking in around $5 million in revenue annually.

In an era where 20% of new businesses fail within the first two years, according to the US Bureau of Labor Statistics, how did Elizabeth pull this off?

Well, it may have taken five years, but one thing that helped her navigate her journey smoothly was: 

…a Catering Business Plan.

And she’s not alone. About 70% of new businesses that manage to survive for five years follow a strategic business plan in the US.

So while several factors contribute to businesses failing within the first couple of years, there’s no doubt lack of a business plan is a major reason.

And this isn’t far-fetched.

Imagine building a house without floor plans. How long do you think it’s going to stand? Not long enough.

That’s precisely what happens when you operate your drop-off catering business without a solid plan. And this has nothing to do with how passionate you are.

Think of a business plan as a roadmap or a guide that outlines your goals and details how you intend to achieve them. It’s central to how you start and grow your business. Also, it turns your visions into a concrete action plan for success.

Having a plan is essential for drop-off caterers hoping to thrive in the current, highly competitive catering industry. 

As you read this, over 12,000 establishments are vying for the same customer as you. So running a catering business without a solid plan will only give an opening for your competitors to be many steps ahead of you.

Take Abbey Duke, CEO of SugarSnap Catering, for instance.

From the get-go, part of her strategy was to always stay competitive by serving her customers how they prefer. 

So when the pandemic hit and online ordering became the norm, she quickly leaned on HoneyCart’s order automation software to give customers the convenience they desired. And at the same time, to ensure she wasn’t losing sales to her competitors.

In her words:

“But I knew if we didn’t offer online ordering, we’d be losing sales to companies like Panera that make it easy to order. Busy customers expect convenience and will often choose it over quality.”

Making this kind of game-changing decision at a moment’s notice is one of the perks of having a solid business plan.

Now, you may be wondering:

“How do I create an effective catering business plan?” One that gives you an edge over your competitors and sets you on the path to success like Elizabeth.

Well, I got you covered.

We’ve developed a free catering business plan template you can customize to your specific needs. I know, creating a business plan, even with a free template, is still a daunting task for drop-off caterers. 

Don’t worry.

As we progress through this article, I’ll guide you on how to create one step-by-step. 

Download the free template to follow along with me:

Before we dive in, let’s take a look at some reasons why you must have a catering business plan.

Five Reasons Why You Need a Catering Business Plan

1. it shows you mean business.

Today, technology has made it easy for anyone to start a catering business. Even amateurs can create an Instagram account, post some mouthwatering dishes and wait for orders to flood in.

But is this strategy going to cut it in the long run? 

Absolutely not!

If you intend to scale your business, then it starts with a foolproof business plan. One that gives you insight into where your business is headed in the next five to ten years.

Having a business plan also emphasizes the commitment of you and everyone involved. It guides you in making smart decisions that will help scale your operations.

However, a catering business plan isn’t set in stone. This means you can change the plan as you progress. But the overall goals remain the same.

2. It Increases Your Chances of Securing Investments

Take Elizabeth, the fictional character I used at the start of this article. 

One reason she could expand her business within five years is that she secured investment and raised funds.

And what’s one crucial thing potential investors will ask before giving you funds? 

Yep, that’s right – a well-detailed business plan.

Imagine she didn’t have one. She wouldn’t have been able to raise the funds needed to expand her operations.

Here’s why:

Investors like to see your plans for scaling the business, its financial projections, industry analysis, level of risk involved, and so on.

Not having a business plan shows you are not intentional about scaling. And this significantly reduces the chances of securing funds needed to expand.

To drive home my point, Tim Berry, founder of Palo Alto Software , did a survey asking his customers questions about their businesses, goals, and business planning.

The result?

From the above report, you’ll see that those who had business plans were almost twice more likely to grow their businesses by securing capital than those who didn’t write a plan.

This emphasizes the importance of having a business plan.

3. It Helps You Understand Your Competitors

A business plan isn’t complete without researching and analyzing your competitors.

Because it helps you understand what they are doing, their offerings, pricing, and how you can improve on them.

Michele Levy , an independent brand strategy consultant agrees:

“Keeping track of who your competitors are, what people are saying about them, and what they are saying themselves can help you differentiate your business and stay ahead of trends that could impact your business.” 

Furthermore, it’s a way to:

• Learn more about the latest market trends
• Recognize opportunities your competitors don’t offer
• Get an idea of your ideal customer persona
• Threats to your business
• Understand the catering industry better.

As a result, you can create a strategic plan that will improve your business.

4. Discover New Opportunities

Another benefit of creating a catering business plan is discovering new opportunities to boost your business in ways you never imagined.

Through research and competitive analysis, you may realize there are one or more niches that are underserved in your area.

So, instead of doing what every other drop-off caterer does, you can carve out a niche for yourself by doing something different.

For example, during the global pandemic that crippled catering activities, Chef Jolie of Low Country Quisine needed another source of revenue.

So she went back to the drawing board. 

The result? She launched a Gourmet Takeaway Service.

By making it a habit to spot opportunities in market trends, she realized the need for an online ordering platform.

According to her:

“We needed to find new ways to generate revenue during the pandemic. We launched our Gourmet Takeaway Service and needed an online platform for customers to order.”

And if she didn’t do this, here’s what would have happened:

“We would not have been able to reach as many customers without the ability to accept orders and payments online.”

5. Measure the Success of Your Business

One of the goals of running a business is to hit milestones and achieve major goals.

And the only way to measure your success is to compare results with the actual plan. This way, you can see whether you’ve achieved your operational and financial goals within a specific timeframe.

For example, you set a goal of getting at least 150 customers within six months, expanding to at least four locations within 12 months, or like Elizabeth, hit $5 million annually.

By documenting these goals, not only does it make you committed to achieving them, but it also ensures you have something to measure your success against. 

And it will give you a sense of fulfillment when you finally accomplish your goals. Without a doubt, a well-documented business plan fast-tracks achieving your goals.

Now that you know the importance of a catering business plan, let’s look at the essential elements of an ideal business plan.

Essential Elements of a Catering Business Plan

Creating a catering business plan may sound like a daunting task. But in reality, it isn’t. It’s not much different from the usual business plan. 

However, it focuses on elements specific to the food and catering industry.

So what are these elements?

• Confidentiality Agreement
• Executive Summary
• Business Focus
• Market Research
• Marketing Plan
• Financial Plan

Let’s take a brief look at what each of these elements should contain.

Want to create yours as you go through this guide? 

Don’t forget to download (and make a copy) of the template here . 

1. Confidentiality Agreement

How do you ensure anyone reading your business plan doesn’t disclose the content to other people? 

That’s where a confidentiality agreement comes in.

It’s an agreement between you and anyone reading your business plan not to reveal the content to any other person without your permission. 

And to be on the safe side, you should have a proper legal counsel review any agreement you use in your business.

So if they do reveal the content, you will have the right protections in place.

Here’s an example of a confidentiality agreement:

The undersigned reader of [Company’s Name] Business Plan acknowledges that the information provided is completely confidential. Therefore, the reader agrees not to disclose anything found in the business plan without the express written consent of [Business Owner’s Name].

It is also acknowledged by the reader that the information to be furnished in this business plan is in all aspects confidential in nature, other than information that is in the public domain through other means, and that any disclosure or use of the same by the reader may cause serious harm and or damage to [Company Name].

Upon request, this business plan document will be immediately returned to [Business Owner’s Name].

This is a business plan. It does not imply an offer of any securities.

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This contract shall be governed by the laws of the County of ________ in the State of _______ and any applicable Federal law.

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Printed Name

2. Executive Summary

They say you only get one chance at a first impression. An executive summary is an opportunity to show anyone reading it what your catering business is about.

Chances are, if it lacks specific information or doesn’t capture the reader’s attention, they may not read further.

The executive summary should include a brief introduction to your catering business, your services, and who you cater to.

Here’s an example of an executive summary of Elizabeth’s fictional catering business.

Chefdini is a small catering business located in Georgia. It was founded by Elizabeth White six years ago. We specialize in Asian cuisine but also cater to Mexican and Italian dishes. Chefdini operates off-premise and on-premise catering with a focus on events, retreats, and social gatherings. 

At a glance, this brief introduction shows what Chefdini is about, the kind of cuisines they specialize in, and who their audience is. Anyone who reads it can immediately get an idea of what to expect.

3. Business Focus

The business focus details how you’ll run your business, so anyone reading it will have a clear understanding of plans, goals, and priorities.

Information to include in your business focus are:

• Mission statement: an action-based statement that declares the purpose of your business, what you want to achieve, and how you intend to do it.
• Business details: a summary of your business, the founders, business location, services, and ethos. 
• Professional support: details of any professional help you have received from an individual, an organization, or the government.
• Founders: history and background of anyone involved in starting the business
• Team members: details of those involved in the operations of the business and their roles.
• Aims & Objectives: as the name implies, here you include the details of what you hope to achieve with your business and the steps you’ll take to achieve it. Your aims and objectives can be short, medium, or long-term.

4. Market Research

Dan Zarrella , an analytical marketing leader and author of four books on marketing once said:

“Marketing without data is like driving with your eyes closed.”

And how do you get this data? Through Market Research.

Market research is the process of gathering information to understand your target market better. As such, it’s a fundamental part of a business plan.

Under market research, you’ll find:

Client Research

Your clients are the set of people who need your catering services and are most likely to pay for them. 

To have any chance of making sales, you need to understand your ideal customers, their pain points, challenges, and how you can take them from point A to their desired point B.

So, any information related to the ideal clients like age, location, gender, income, interests, pain points, or goals would add value here.

The goal is to ensure you are not targeting the wrong audience, which would result in wasted efforts.

But when you narrow down your target audience, you will be better placed to tailor your offerings to fulfill their needs.

Competitor Profiling

As I mentioned earlier, competition in the catering industry gets tougher each day, with more caterers and restaurants springing up. But this doesn’t mean there isn’t enough space in the sky for birds to fly.

However, it’s important to know how to stand out. 

And one way to do this is to research your competitors to learn more about their strengths and weaknesses. This way, you’ll discover things that will give you an edge over them.

In addition, well-detailed research about the competition will help you make a realistic assessment of your chances of success in the industry.

Some of the things to add under competitor profiling are:

• Competitor’s Name
• Products/services offered
• Target audience

SWOT Analysis

The word SWOT is an acronym for Strengths, Weaknesses, Opportunities, and Threats.

A SWOT analysis is used to evaluate your business’s chances of success and develop a strategic plan. Here you analyze internal and external factors that may help scale your business or throw a wrench in your growth.

5. Marketing Plan

A comprehensive catering marketing strategy will be crucial to your success. After all, people will only patronize you if they know your business exists. 

How do you plan to market your business? Where are you going to get catering clients from? Which channels do you plan to reach them? What’s your marketing budget?

All these are questions that need answers. So you must include your plans for marketing in your catering business plan. A solid marketing plan should contain:

• Unique Selling Point
• Pricing Policy
• Sales & marketing strategy

Don’t forget we have sections in our free template to fill all essential marketing points listed above. Download it here if you haven’t. 

6. Financial Plan

Without a doubt, you need money to finance your catering business. But if you don’t have adequate financing, your business will struggle. 

Because you’ll need to pay for space, pay your staff, pay for equipment and so on. All these require a sufficient amount of funds.

And if you plan to take online orders, investing in online ordering software is a no-brainer. This will help you:

• Process orders faster
• Make it convenient for your customers to order
• Save more time
• Streamline operations without the need for hiring additional staff, thereby saving cost
• And generate more revenue for your business.

So if you want to finance your catering business yourself, a financial plan helps you understand how much funds you need, where to cut expenses and what you need to do to become financially sustainable.

And if you plan to source funds through investors, it will provide them with enough information to determine whether they’ll get their return on investment.

Some of the things you need to include in your financial plan are:

• Startup costs
• Sales forecasts
• Cash Flow forecasts
• Other financials 

Want to know what to fill in these sections? We’ve got you covered. Simply download and make a copy of our free template to fill all essential financial plans listed above.

7. Appendix

This is where you add additional information that is referenced in the business plan. 

It can include things like:

• Financial charts / graphics
• CV’s / Resumes
• Images of work
• Partnership Agreements

Conclusion: Scale Your Catering Business with an Actionable Business Plan

As you’ve seen, creating a business plan is not as difficult as it sounds.

It doesn’t matter whether you’ve started your business or you are just about to start. A catering business plan is crucial to the success of your business.

It helps you understand your business, your customers, and your competitors. Also, it gives you more insight into the catering industry, market trends, threats, and opportunities.

Another advantage of a business plan is the opportunity to set a budget aside for investing in important things that will contribute to your company’s growth. 

For example, investing in commission-free catering software like HoneyCart helps you manage your catering operations without hiring more staff.

This levels the playing field for small business caterers, helps you save cost, and generate more revenue. Just as Abbey Duke, founder of SugarSnap Catering, realized when she switched to HoneyCart. 

It automates mundane tasks to allow us to use our time as efficiently as possible. HoneyCart truly enables small caterers to compete with larger companies by having a really professional and easy-to-use online ordering system.

Want to see how it works?

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Step-By-Step Guide: How to Write a Business Plan for a Catering Business

To write a business plan for a catering business, begin with an executive summary and company overview. Then, detail your market analysis, organizational structure, and service offerings.

Crafting a comprehensive business plan is an essential step for any aspiring catering entrepreneur. This document serves not only as a roadmap for your venture’s growth but also as a persuasive pitch to attract investors and secure funding. A well-structured plan outlines your business goals, strategies to overcome potential challenges, and the tactics to stand out in the bustling catering industry.

It must convincingly demonstrate your understanding of the market dynamics, a clear vision for your brand, and your capacity for efficient financial management. Drawing a clear, succinct picture of your business intentions assists stakeholders in grasping the potential of your catering endeavor and helps you set a focused direction for success.

Catering Business Landscape

Welcome to the vibrant and dynamic world of catering! Crafting a business plan marks the start of a thrilling journey, setting the stage for success. Focusing on the ‘Catering Business Landscape’, this guide will help you explore the terrain of this industry.

Current Market Trends

The catering business constantly evolves, shaped by new consumer tastes and expectations. Staying updated on these trends is crucial to maintaining a competitive edge. Bold flavors, sustainability, and personalized experiences currently top the list. Notably, clients now often prefer caterers who source ingredients locally and reduce waste.

• Health-focused menus are in high demand.
• Technology plays a vital role in customer engagement.
• Mobile catering grows as outdoor events increase in popularity.

Potential Market Niches

Pinpointing your specific niche within the catering industry can differentiate your business from competitors. As you venture into this space, identifying under-served segments can open up unique opportunities. For instance, consider corporate catering, wedding receptions, or even plant-based offerings to cater to specific client clusters.

Identifying Your Catering Niche

For those stepping into the culinary business world, pinpointing your catering niche marks the exciting start of your venture. Catering niches shape the essence of your services. They set you apart from competitors and target the right customers. Let’s dive into identifying your unique spot in the bustling catering market.

Types Of Catering Services

The catering industry is vast, with many flavors and styles. Understanding the various catering services available helps pinpoint where your passion and skills fit best. Here’s a brief breakdown:

• Corporate Catering: For business events, meetings, and conferences
• Wedding Catering: Tailored to create memorable wedding feasts
• Social Event Catering: For birthdays, anniversaries, and private parties
• Concession Catering: Serves large crowds at events or festivals
• Mobile Catering: Delivers food with food trucks or carts

Finding Your Specialty

Now, let’s uncover your specialty within these broad categories. This step revolves around matching your strengths with market demands. Refine your focus with these considerations:

• Assess personal culinary skills and passions
• Identify gaps in the local catering market
• Engage with potential clients for feedback
• Research emerging catering trends

Stand out by offering unique dishes or services that nobody else provides. Specializing could mean focusing on vegan weddings, corporate breakfasts, or even eco-friendly catering practices. The key is to deliver an unrivaled experience within your chosen niche.

Crafting Your Business Vision

Crafting Your Business Vision is a cornerstone in establishing a successful catering business. Your vision represents the heart of your brand and guides your company’s future. The vision consists of a focused mission statement and clear long-term objectives that act as your business’s roadmap.

Defining Your Mission Statement

A mission statement reveals your catering business’s core purpose. It explains why your business exists and informs every other aspect of your business plan. Crafting a mission statement involves deep reflection about what you want your catering company to achieve for your customers, employees, and community. Keep it short, memorable, and align it with your core values.

Here’s how to craft a powerful mission statement:

• Identify your services: What types of catering services will you offer?
• Know your audience: Who are your ideal clients?
• Define your values: What principles drive your business operations?

Setting Long-term Objectives

Long-term objectives give your business clear direction. These are the milestones you aim to reach in the future. Objectives should be SMART: Specific, Measurable, Achievable, Relevant, and Time-bound.

Consider these aspects when setting objectives:

Analyzing Your Target Audience

When diving into the catering business, understanding who will be enjoying your services is key. Your target audience is the compass that guides every aspect of your business plan, from menu selection to marketing strategies. Let’s break down how you can effectively analyze your potential clients.

Demographic Profiling

Knowing who your customers are starts with demographic profiling . You’ll want to collect data on age, gender, income level, and location. These details shape your business approach, ensuring that your services align perfectly with the people you aim to serve. For instance, corporate event clientele may have different expectations compared to those planning a wedding.

• Age Range : Are your clients young professionals or retirees?
• Gender : Will you specialize in events more popular among women or men?
• Income Level : This determines pricing and service offerings.
• Location : Urban or rural? This affects logistics and flavor preferences.

Understanding Client Needs

The success of your catering business hinges on your ability to meet and exceed client expectations . You must understand not just who they are but also what they need. Are they looking for luxury services or budget-friendly options? Do they need full-service arrangements or just the delivery of delicious dishes? Use surveys, interviews, and research to gather this vital information.

Tailoring your business plan to the unique needs of your target audience assures them that your catering company is their best choice. Create delicious memories for your clients by starting with a solid understanding of who they are and what they seek. Tune into these insights, and watch your catering business flourish.

Drafting The Business Plan Structure

An effective business plan is the blueprint for your catering success. Before you whisk away a delectable dish, create a business roadmap that brings out the essence of your catering services. It starts with structuring your business plan wisely. Each section has its own role to play in presenting your business with clarity and strategy. It’s your chance to showcase the potential of your catering dream to investors and partners.

Executive Summary Essentials

The Executive Summary is your first impression . Make it sharp and concise. This section highlights the core of your business, touching on the mission statement, your service offerings, and the market need you’re addressing. Think of it as an elevator pitch. The goal here is to captivate readers with a snapshot of your catering company’s vision, competitive advantages, and a glimpse at financial goals. Ensure it reflects what your business stands for, attracts interest, and encourages them to read further.

Organizational Plan And Management Team

Your catering business’s Organizational Plan lays out the internal structure. Start with a clear depiction of the ownership – single proprietor, partnership, or corporation. Follow this by detailing the management team roles. Include tables that represent team members, their positions, and responsibilities. Here’s how to visualize this efficiently:

This section also includes your personnel plan, detailing staff requirements, roles, wages, and growth potential. Organizational charts can be immensely helpful here, providing a clear view of the company’s hierarchy and reporting structure. A well-prepared organizational plan shows a well-thought-out business structure , enhancing confidence in your management team.

Delving Into Market Research

Market research lays the foundation for any successful catering business plan. It involves gathering data on potential customers, industry trends, and direct competitors. This crucial step ensures a business plan is reality-based and data-driven . Understanding the market is essential for making informed decisions and setting a course for business growth.

Analyzing Competitors

To thrive in the catering industry, know your competition . Identify local catering services and analyze their offerings. Focus on their strengths and weaknesses. Key aspects to consider include menu diversity, pricing, service quality, and customer reviews.

• Menu Offerings: Compare the variety and uniqueness of dishes.
• Pricing Strategies: Assess if competitors target high-end clients or budget events.
• Customer Feedback: Check online reviews to gauge reputation.
• Service Range: Note the scope of services, from drop-off to full-service catering.

Sourcing Industry Data

Gather industry data to spot trends and growth opportunities . Utilize reputable sources such as industry reports, surveys, and governmental statistics. Look for patterns in consumer behavior, catering demand fluctuations, and economic forecasts that could impact your business.

Outlining Services And Offerings

Building your catering business plan involves detailing what you’ll offer to clients. You must show why your service stands out. Let’s look closely at menu planning and pricing tactics.

Menu Planning

Having a diverse and appealing menu is crucial. It’s the heart of your catering business. Think about the following:

• Client requirements: Tailor menus to their needs.
• Event types: Offer specific menus for weddings, corporate events, etc.
• Special diets: Include options for vegetarians, vegans, and allergies.

Create signature dishes that make your brand unforgettable. Test and refine your offerings to ensure top quality.

Pricing Strategies

Set competitive yet profitable prices. Costs, labor, and desired profit margin guide your pricing strategy.

Consider offering packages to accommodate various budgets. Keep an eye on market rates to stay competitive.

This example uses paragraphs to introduce concepts, bullet points for easy digestibility when describing menu considerations, a table to clearly display pricing strategies, and bolding to emphasize key points—all arranged to be engaging and easy to read for a broad audience, including younger readers.

Marketing And Sales Strategy

The success of your catering business hinges on a clear and effective Marketing and Sales Strategy . This strategy makes sure the right people hear about your fantastic food and service. It also turns those people into customers. Let’s craft a strategy that spreads the word and boosts your bottom line.

Building Brand Identity

Creating a strong brand for your catering business is crucial. Your brand is your promise to your customer. It tells them what they can expect from your services, and it differentiates your offering from your competitors’. Brand identity encompasses everything from your logo and website to your menu designs and uniform. It’s important to keep your brand consistent across all platforms; this builds recognition and trust with customers. Consider these steps:

• Choose a catchy business name that reflects your catering services.
• Design a memorable logo that stands out in the market.
• Select a color scheme and fonts that reflect your brand personality.
• Create marketing materials like business cards and brochures that tell your brand’s story.

Sales Channels & Advertising

To reach potential clients, you’ll need to establish sales channels and an advertising plan. Identify where your target market can be found and how best to reach them. You might consider online channels such as your website and social media platforms or more traditional methods like local print advertising and event partnerships. Here are strategies to consider:

• Optimize your website for search engines to attract online traffic.
• Use social media to engage with your community and showcase your work.
• Network with event planners and local businesses to create referral opportunities.
• Offer promotions and discounts to entice first-time customers.

Financial Projections And Funding

Financial Projections and Funding: Every successful catering business begins with a clear financial roadmap. This section outlines vital fiscal details and how to secure the necessary funds to launch your dream venture.

Estimating Start-up Costs

To kickstart your catering business, identifying initial expenses is crucial. Let’s break down these costs:

• Kitchen equipment and utensils
• Renting or purchasing a kitchen space
• Ingredients and food supplies
• Licensing, insurance, and permits
• Marketing and advertising budget
• Staff uniforms and training

Use a table to itemize and estimate each expense, ensuring nothing is overlooked:

Revenue Forecasts

Anticipating your future earnings sets a guide for growth. An effective method is to project weekly or monthly revenues based on:

• Number of events catered
• Average cost per event
• Seasonal fluctuations

Consider the following example for a clear revenue forecast:

Risk Analysis And Contingency Planning

Smart caterers know the recipe for success includes a dash of risk management. The ‘Risk Analysis and Contingency Planning’ part of your business plan serves a crucial role. It helps you anticipate hurdles and craft strategies to leap over them if necessary. This section does more than reveal possible issues. It shows investors you’re prepared and proactive.

Identifying Potential Risks

Think like a cautious chef when identifying potential risks in your catering business. Imagine what could go wrong. Here are common risks you might face:

• Supplier issues: Delays or shortages in supplies.
• Equipment failure: Ovens or refrigerators breaking down.
• Staffing challenges: Illness or turnover of essential staff.
• Venue problems: Last-minute changes or double bookings.
• Weather-related disruptions: Planning outdoor events can be unpredictable.

Create a list like the one above. Think about the “what ifs” of your business.

Developing Contingency Measures

Once you know the risks, you need a plan. Good contingency measures can save the day. Here’s how to develop your backup plan:

• Build relationships with multiple suppliers to avoid supply-chain disruptions.
• Invest in regular maintenance and quality equipment to reduce the likelihood of breakdowns.
• Train a versatile team who can wear multiple hats if needed.
• Maintain a list of backup venues and understand their booking policies.
• For outdoor events, have weather contingency options such as tents or alternative indoor spaces.

A structured approach to risks keeps you cool under pressure.

Legal And Regulatory Considerations

Before launching your catering business, consider the legal and regulatory requirements. Understanding these rules prevents legal issues and ensures smooth operations . Let’s explore what you need to know about licenses, permits, and food safety.

Navigating Licenses And Permits

Starting a catering service requires specific licenses and permits. These vary by location. Check with local authorities to ensure compliance . Here’s a step-by-step guide to get started:

• Research your local requirements : Reach out to your city’s business licensing office.
• Apply for a business license : This gives you the right to operate in your area.
• Obtain a food service license : This ensures you can legally prepare and serve food.
• Get a caterer’s permit : Some areas require an additional permit specifically for catering.
• Consider alcohol regulations : If you’ll serve alcohol, you’ll need a separate permit.

Understanding Food Safety Regulations

Serving food safely is crucial in catering. Adhere to food safety regulations to protect your clients . Here’s what to keep in mind:

• Food handling certification : Staff may need to be certified in safe food handling practices.
• Health department checks : Expect regular inspections from the health department.
• Proper food storage : Follow guidelines for storing food at safe temperatures.
• Cross-contamination measures : Implement practices to prevent cross-contamination.
• Clear labeling : Label items properly to inform about potential allergens.

The Road To Launching

Embarking on the journey to opening a catering business involves careful planning and precise action. Your business plan sets the stage, but the launch is the grand opening of your hard work. Let’s explore the vital steps to get your catering service up and running smoothly.

Finalizing The Launch Timeline

Finalizing your launch timeline is crucial. Start by setting a realistic opening date. Then, work backward to establish key milestones.

• Select the opening date: Take into account seasons, market trends, and personal readiness.
• Plan for permits: Allow ample time for health department approvals, business licenses, and insurances.
• Equipment and supply orders: Be sure you have everything needed for operations at least a few weeks before launch.
• Marketing push: Begin your marketing campaign at least one month ahead to build anticipation and attract clients.
• Hiring staff: Start the hiring process early to train your team and ensure they’re ready for the grand opening.

Using a calendar and setting reminders can keep you on track. An organized approach will lead to a smoother launch.

Pre-launch Checklist

A comprehensive pre-launch checklist is your secret weapon. It ensures no detail gets overlooked and everything is in place for a successful start.

• Final menu testing: Guarantee that your dishes are perfect and ready to impress.
• Inventory check: Confirm you have all ingredients and supplies needed for the first few weeks.
• Staff training: Ensure your team is well-trained and familiar with your business’s practices.
• Website and online presence: Launch your site and social media pages to start creating buzz.
• Dress rehearsal: Conduct a full run-through to identify and address any potential issues.
• Emergency plan: Prepare for unexpected situations with backup plans and contact lists.

Double-check everything on your list days before the grand opening. Be confident that your catering business is ready to dazzle from day one.

Frequently Asked Questions

How do i write a catering business profile.

Begin with your catering company’s name and experience. Highlight special dishes, services, and event types catered. Emphasize customer satisfaction, customization options, and efficient staff. End with contact details for booking inquiries. Keep the tone professional and engaging.

How Do I Write A Food Business Plan?

Begin your food business plan with a clear executive summary. Then outline your market analysis, company description, organization structure, product line, marketing strategy, and financial projections. Remember to include detailed research and concise, factual data to support your strategy.

What Is The Strategic Plan Of Catering?

A catering strategic plan outlines the business’s goals, target market, services, marketing strategies, and financial projections to achieve success in the food service industry. It serves as a roadmap for growing and managing the catering operations efficiently.

How Do You Write An Executive Summary For A Catering Business?

Begin your executive summary with a concise overview of the catering business, highlighting key services offered and target market. Outline major achievements and unique selling points. Summarize key financial details and objectives, ensuring clarity and brevity within your write-up.

Crafting a comprehensive business plan is your blueprint to success in the catering sphere. As you embark on this culinary venture, remember that your plan evolves with your business. Use it to steer through the gastronomic industry, showcasing your vision and expertise.

Let it be your guide, a testament to your dedication and future triumphs in creating memorable events through exceptional cuisine and service.

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Sample Catering Business Plan

Writing a business plan is a crucial step in starting a catering business. Not only does it provide structure and guidance for the future, but it also helps to create funding opportunities and attract potential investors. For aspiring catering business owners, having access to a sample catering business plan can be especially helpful in providing direction and gaining insight into how to draft their own catering business plan.

Download our Ultimate Catering Business Plan Template

Having a thorough business plan in place is critical for any successful catering venture. It will serve as the foundation for your operations, setting out the goals and objectives that will help guide your decisions and actions. A well-written business plan can give you clarity on realistic financial projections and help you secure financing from lenders or investors. A catering business plan example can be a great resource to draw upon when creating your own plan, making sure that all the key components are included in your document.

The catering business plan sample below will give you an idea of what one should look like. It is not as comprehensive and successful in raising capital for your catering as Growthink’s Ultimate Catering Business Plan Template , but it can help you write a catering business plan of your own.

Catering Business Plan Example – SavorFest Caterers

Table of contents, executive summary, company overview, industry analysis, customer analysis, competitive analysis, marketing plan, operations plan, management team, financial plan.

At SavorFest Caterers, located in the vibrant city of Austin, TX, we are passionately committed to delivering unparalleled catering services that truly distinguish us in a competitive marketplace. Our philosophy revolves around the belief that the essence of a memorable event is not just the quality of food but also the caliber of service provided. To this end, our team is rigorously trained to execute seamless events, complemented by our meticulously prepared dishes that utilize only the finest ingredients. This dedication to excellence ensures a culinary experience that exceeds the expectations of the most discerning guests. Furthermore, our continuous innovation in offering tailored catering solutions allows us to meet the varied needs of our clients, making every event uniquely unforgettable.

Our success hinges on our unwavering commitment to quality and innovation, which has been instrumental in distinguishing SavorFest Caterers within the bustling Austin catering scene. We’ve achieved this through our dedication to sourcing the finest ingredients, our flexibility in customizing our services to meet the diverse needs of our clientele, and our relentless pursuit of excellence in both food and service. These factors, combined with our ability to adapt to any event theme or dietary requirement, position us as the go-to caterers for those seeking an incomparable dining experience.

The catering industry, while competitive, presents substantial opportunities for businesses that can distinguish themselves through exceptional service and culinary innovation. This is particularly true in markets like Austin, TX, where the demand for high-quality catering services is driven by a vibrant cultural scene and a growing economy. Success in this industry demands not just culinary excellence but also the ability to adapt to evolving consumer preferences and dietary needs. Companies that can leverage local ingredients and offer personalized experiences stand a better chance of capturing and retaining a loyal customer base.

Our target customers are diverse, ranging from individuals and families celebrating special occasions to businesses and organizations hosting corporate events. These clients are united by a common desire for high-quality, memorable catering experiences that are tailored to their specific needs. They value creativity, flexibility, and attention to detail, and they are willing to invest in premium services that meet these criteria. Catering to such a varied clientele requires a deep understanding of different dietary preferences and event formats, something we excel in at SavorFest Caterers.

Top Competitors: Gourmet Delights, EliteEats Catering, and Feast & Festivities

Gourmet Delights is known for its traditional gourmet offerings, while EliteEats Catering focuses on corporate events with a modern twist. Feast & Festivities targets weddings and large social gatherings with their extensive buffet options. Our competitive advantage lies in our personalized approach, our commitment to quality and innovation, and our versatility in catering to any event theme or dietary requirement, setting us apart as the preferred choice for a wide range of clients.

Our marketing plan is centered around showcasing our diverse range of products, services, and competitive pricing. We offer a wide selection of menu options that cater to various dietary needs and event types, from intimate gatherings to large-scale corporate events. Our pricing strategy is designed to offer value to our clients, ensuring they receive the highest quality service and culinary excellence at competitive prices. To promote our services, we leverage a multi-channel approach that includes social media marketing, targeted email campaigns, and strategic partnerships with event planners and venues. Our promotions plan is focused on building brand awareness and driving engagement through special offers, tastings, and participation in local events, which allows us to connect directly with potential customers and showcase our culinary expertise.

Our operations are the backbone of our success, encompassing menu planning, ingredient sourcing, inventory management, and more. We prioritize sourcing high-quality, fresh ingredients locally, supporting the community and ensuring the best taste. Our inventory is meticulously managed to prevent shortages and reduce waste. The order process is streamlined for customer convenience, and our food preparation adheres to strict quality control standards. Compliance with health and safety regulations is paramount, ensuring a safe environment for both staff and customers. We also focus on exceptional customer service and communication, essential for customer satisfaction and retention. Logistics for event catering are carefully coordinated, ensuring timely setup, service, and cleanup. Our marketing efforts and customer relationship management are ongoing, aimed at attracting new customers and fostering loyalty among existing ones. Financial management is handled with diligence, monitoring daily revenues and expenses to maintain healthy cash flow and inform strategic decisions.

Our management team comprises experienced professionals with a passion for catering and event management. Each member brings a unique set of skills and expertise to the table, from culinary arts to business administration and customer service. This diversity in our leadership ensures a comprehensive approach to managing all aspects of the business, from menu development and event planning to marketing and financial management. Together, we are committed to upholding the highest standards of quality and innovation, driving SavorFest Caterers towards continued success and growth.

Welcome to SavorFest Caterers, a fresh and vibrant catering service now gracing the Austin, TX scene. As a local catering business, we pride ourselves on filling a much-needed gap in the market. Until now, the area has seen a lack of high-quality local catering services, a void we’re excited to fill with our unique blend of culinary expertise and passionate service.

At SavorFest Caterers, our offerings are designed with versatility and quality in mind. Our services span the entire spectrum of catering needs, from intimate events to grand celebrations. Clients can look forward to customizable menus that cater to a wide array of dietary preferences and event themes. Beyond exceptional food, our services extend to food delivery and setup, ensuring every event is executed flawlessly. We also provide comprehensive beverage services, complemented by our team of professional staff who are committed to making every occasion memorable.

Rooted in the heart of Austin, TX, SavorFest Caterers is poised to serve the local community and its diverse clientele. Our location not only allows us to be at the center of Austin’s vibrant event scene but also enables us to source fresh ingredients from local suppliers, supporting the community we are a part of.

Our confidence in our success is not unfounded. The founding team brings with it a wealth of experience from running a successful catering business previously. This, combined with our commitment to offering superior catering services and meticulously prepared food and beverages, sets us apart from our competition. Our dedication to excellence in every aspect of our service ensures that SavorFest Caterers stands out as the premier choice for catering in Austin.

Since our inception on January 6, 2024, as a Sole Proprietorship, we’ve hit the ground running. Our accomplishments to date include the creation of a distinctive logo that captures the essence of our brand, the development of our unique company name that resonates with our mission, and securing a prime location that serves as our operating base. These achievements mark the beginning of our journey to becoming a cornerstone of the Austin catering scene.

The Catering industry in the United States is a thriving and lucrative market. According to industry reports, the current size of the market is estimated to be around $60 billion. This indicates a strong demand for catering services and presents significant opportunities for growth and profitability.

Furthermore, the Catering industry is expected to experience steady growth in the coming years. Market research suggests that the industry is projected to grow at a CAGR of approximately 4% over the next five years. This growth can be attributed to various factors including increasing consumer spending, rising disposable incomes, and a growing preference for convenience and personalized dining experiences.

These trends in the Catering industry are particularly promising for SavorFest Caterers, a new catering business operating in Austin, TX. As consumers increasingly seek out unique and memorable dining experiences, SavorFest Caterers is well-positioned to capitalize on this demand. With its commitment to delivering exceptional service, innovative menus, and attention to detail, SavorFest Caterers has the potential to carve out a significant market share in the Austin catering scene and establish itself as a go-to choice for customers seeking high-quality catering services.

Below is a description of our target customers and their core needs.

Target Customers

SavorFest Caterers will target local residents eager to add an extraordinary touch to their private gatherings, from intimate family reunions to larger celebratory events. These customers are looking for high-quality, memorable culinary experiences that reflect the unique flavors and spirit of Austin, TX. SavorFest Caterers will tailor its offerings to meet the diverse tastes and dietary preferences of this vibrant community, ensuring every event is a reflection of its host’s distinct style and personality.

Aside from serving local residents, SavorFest Caterers will also cater to the business sector, including corporate events, conferences, and office parties. Austin’s dynamic business environment, characterized by a mix of startups, tech companies, and established firms, presents a lucrative opportunity for SavorFest Caterers. The company will offer customizable menus and flexible service options to accommodate the specific needs and schedules of business clients, aiming to become a trusted partner for companies seeking to enhance their corporate events.

Furthermore, SavorFest Caterers will target the thriving event industry in Austin, including weddings, festivals, and public gatherings. This segment demands exceptional catering services that can handle the scale and specific requirements of such events, from outdoor weddings to large-scale public festivals. SavorFest Caterers will leverage its expertise and creativity to provide standout culinary experiences that contribute to the success and memorability of these events, establishing itself as a go-to caterer for Austin’s event planners and organizers.

Customer Needs

SavorFest Caterers emerges as a beacon of culinary excellence, poised to meet the sophisticated needs of Austin’s residents who desire professional catering services. These discerning clients expect not just meals but culinary experiences that tantalize the taste buds and elevate their events. SavorFest Caterers can fulfill this need by offering a diverse menu that incorporates both local flavors and international cuisines, ensuring a unique dining experience for every occasion.

Moreover, SavorFest Caterers understands the importance of seamless service in event planning. Clients can count on meticulous attention to detail, from the presentation of food to the professionalism of the staff. This reliability ensures that hosts can focus on their guests, confident in the knowledge that all catering aspects are expertly managed. SavorFest Caterers thus not only satisfies the appetite but also contributes to the overall success and ambiance of the event.

In addition to exceptional food and service, SavorFest Caterers recognizes the growing demand for sustainable and health-conscious catering options. By incorporating organic, locally-sourced ingredients and offering a range of dietary accommodations, SavorFest can cater to the diverse preferences and needs of Austin’s residents. This commitment to quality and sustainability further distinguishes SavorFest Caterers as a versatile and conscientious choice for any event, large or small.

WheelsJourney Rentals’s competitors include the following companies:

Alamo Rent A Car offers a range of services including economy cars, SUVs, and luxury vehicles for both leisure and business travelers. Their price points vary depending on vehicle type, rental duration, and location but are competitive within the industry. Alamo generates significant revenue from both domestic and international travelers, thanks to its presence in major airports across the United States and in several other countries. Alamo serves a wide customer segment including individual travelers, families, and business professionals. They operate in numerous geographies including the United States, Canada, Mexico, Europe, Australia, and South America. A key strength of Alamo is their self-service kiosks that expedite the rental process for customers. However, a potential weakness is their reliance on airport locations, which may limit their reach to local renters who prefer more accessible city or neighborhood locations.

Enterprise Rent-A-Car offers a broad spectrum of vehicles including cars, trucks, and vans to cater to a variety of customer needs. Their pricing is flexible, with options for daily, weekly, and long-term rentals, often including deals and discounts for certain customer segments. Enterprise boasts substantial revenues, underpinned by a strong brand and extensive network of locations. Enterprise targets a diverse customer base from individual renters to large corporations requiring fleet services. The company has a vast geographical presence, operating not just in the United States but also in Europe, Canada, Asia, and beyond. One of Enterprise’s key strengths is its customer service, often recognized as industry-leading. However, its size and scope can sometimes lead to inconsistencies in service quality across different locations.

Rose Caterings might not have the same level of brand recognition as Alamo or Enterprise but offers competitive products and services in select markets. Their vehicle offerings include standard cars, luxury models, and specialty vehicles. Rose Caterings’ pricing strategy aims to attract budget-conscious consumers with competitive rates and transparent fees. Rose Caterings primarily serves customers in urban and suburban areas, focusing on convenience and personalized service. They operate in a limited geographical area but are looking to expand their presence. A strength of Rose Caterings is their focus on customer satisfaction and local market expertise. However, their limited geographical reach and smaller fleet size compared to larger competitors could be seen as weaknesses.

Competitive Advantages

At SavorFest Caterers, we pride ourselves on offering superior catering services that stand out in the competitive Austin, TX market. Our dedication to excellence is evident in every dish we serve, setting us apart from our competitors. We understand that the key to a memorable event lies not only in the quality of food but also in the service provided. Therefore, we ensure that our team is trained to offer impeccable service, making every event a seamless experience. Our carefully prepared food and beverages reflect our commitment to quality, using only the finest ingredients to create culinary delights that satisfy even the most discerning palates.

Moreover, our competitive advantage extends beyond our exceptional food and service. We are constantly innovating, offering unique and personalized catering solutions to meet the diverse needs of our clients. Whether it’s a small family gathering or a large corporate event, we tailor our services to ensure that each occasion is unforgettable. Our flexibility and attention to detail mean that we can adapt to any theme or dietary requirement, making us the preferred choice for customers seeking a caterer that can truly cater to their specific needs. By choosing SavorFest Caterers, clients can expect not just a meal, but an extraordinary dining experience that will leave a lasting impression on their guests.

Our marketing plan, included below, details our products/services, pricing and promotions plan.

Products and Services

SavorFest Caterers emerges as a beacon of culinary excellence, offering a diverse range of services tailored to meet the unique needs of each event. At the heart of their offerings is Catering Services for Events, which stands as a testament to their commitment to delivering unforgettable dining experiences. Clients can expect to engage in a collaborative process, working closely with the SavorFest team to design a menu that perfectly aligns with the theme and expectations of their event. The average cost for these comprehensive catering services starts at $50 per person, ensuring a balance of quality and value.

Understanding the importance of personal touch and customization, SavorFest Caterers introduces Customizable Menus as one of its key services. This offering allows clients to tailor their event’s culinary journey, ensuring that every dish reflects their personal taste and dietary preferences. Whether it’s a wedding, corporate gathering, or intimate dinner party, the ability to customize menus adds a layer of exclusivity and personalization to every occasion. Prices for customizable menus are variable, starting at an additional $10 per person on top of the base catering service cost, depending on the complexity and ingredients required.

With an eye for convenience and efficiency, SavorFest Caterers also provides Food Delivery and Setup services. This offering is designed to ensure that every aspect of the event’s culinary needs is handled with care and professionalism, from the careful delivery of prepared dishes to the meticulous setup at the venue. Clients can expect this service to start at $200, varying with the size and location of the event, providing a hassle-free solution to event planning and execution.

Beverage Services complement the culinary offerings, providing a curated selection of drinks to match the quality and theme of the food served. From artisanal cocktails to fine wines and refreshing non-alcoholic options, SavorFest ensures that every guest finds a beverage that suits their taste. This service is priced starting at $15 per person, offering a range of options to suit various preferences and budgets.

Professional Staffing stands as a cornerstone of SavorFest Caterers’ commitment to excellence. Recognizing that the success of an event often hinges on the quality of service, SavorFest provides skilled and courteous staff for every occasion. Whether it’s chefs, servers, or bartenders, clients can expect professionalism and efficiency, ensuring that every guest’s needs are attended to. The cost for professional staffing starts at $30 per hour per staff member, contributing to a seamless and memorable event experience.

Through these diverse offerings, SavorFest Caterers positions itself as a premier choice for those seeking exceptional catering services in Austin, TX. With a focus on quality, customization, and client satisfaction, they are dedicated to making every event a remarkable culinary journey.

Promotions Plan

WheelsJourney Rentals employs a variety of promotional methods and tactics to attract customers in Dallas, TX. Online marketing stands at the forefront of these efforts, leveraging the power of social media platforms, search engine optimization (SEO), and targeted email campaigns. By engaging potential customers where they spend a significant portion of their time, WheelsJourney Rentals ensures its visibility and relevance in a competitive market.

In addition to online marketing, WheelsJourney Rentals also utilizes traditional advertising methods such as billboards and local radio ads. These mediums offer broad exposure, helping to build brand recognition and trust within the community. Furthermore, partnerships with local businesses and tourism agencies will play a crucial role in cross-promotion, reaching an audience that is already interested in travel and vehicle rental services.

Customer referral programs are another key tactic in WheelsJourney Rentals’ promotional strategy. By incentivizing current customers to refer friends and family, the company taps into the power of word-of-mouth marketing. This not only increases the customer base but also strengthens customer loyalty, as people tend to trust recommendations from people they know.

Loyalty programs will also be implemented to encourage repeat business. These programs reward customers for their continued patronage, offering discounts, special offers, and exclusive benefits. This approach not only fosters a loyal customer base but also differentiates WheelsJourney Rentals from its competitors.

Lastly, attending and sponsoring local events and exhibitions will raise the profile of WheelsJourney Rentals. Participation in such events demonstrates the company’s commitment to the community and allows for direct engagement with potential customers. It provides an excellent opportunity to showcase the range of services and the quality of vehicles offered, creating a lasting impression on event attendees.

By employing these promotional methods and tactics, WheelsJourney Rentals expects to attract a wide range of customers in Dallas, TX. The combination of online and traditional marketing, alongside customer engagement programs, ensures that WheelsJourney Rentals remains competitive and becomes a preferred choice for vehicle rental services.

Our Operations Plan details:

• The key day-to-day processes that our business performs to serve our customers
• The key business milestones that our company expects to accomplish as we grow

Key Operational Processes

To ensure the success of SavorFest Caterers, there are several key day-to-day operational processes that we will perform.

• Constantly update and adapt menus to meet customer preferences and seasonal availability of ingredients.
• Source high-quality, fresh ingredients from local suppliers to ensure the best taste and support the local economy.
• Maintain an accurate inventory of ingredients, supplies, and equipment to avoid shortages or excess.
• Implement a first-in, first-out (FIFO) system to ensure freshness and reduce waste.
• Ensure a seamless order intake process, utilizing online and phone-based systems for customer convenience.
• Confirm orders with customers, including specific details such as date, time, location, and any special requests.
• Prepare dishes according to established recipes and presentation standards to ensure consistency and quality.
• Conduct regular quality control checks throughout the food preparation process.
• Adhere strictly to health and safety regulations to ensure a safe environment for both staff and customers.
• Regularly train staff on the latest health and safety practices and conduct frequent audits.
• Provide excellent customer service, addressing any inquiries or concerns promptly and professionally.
• Maintain open lines of communication with customers before, during, and after events to ensure satisfaction.
• Coordinate logistics for event catering, including transportation of food, equipment, and staff to and from event locations.
• Ensure timely setup, service, and cleanup at events, adhering to the agreed schedule.
• Engage in ongoing marketing efforts to attract new customers and retain existing ones, utilizing social media, email marketing, and word-of-mouth.
• Use CRM tools to manage customer data, feedback, and communication to personalize service and foster loyalty.
• Monitor daily revenues and expenses to manage cash flow effectively.
• Prepare and review financial reports regularly to inform strategic decision-making.

SavorFest Caterers expects to complete the following milestones in the coming months in order to ensure its success:

• Launch Our Catering Business : This is the foundational milestone that involves setting up the operational structure, finalizing the menu, establishing a base kitchen, and initiating marketing campaigns to create awareness in the Austin area.
• Obtain Necessary Permits and Licenses : Secure all required local, state, and possibly federal permits and licenses to legally operate a catering business in Austin, TX. This includes health department permits, a food handler’s license, and a business license.
• Build a Robust Vendor Network : Establish relationships with local food suppliers, equipment rental companies, and event venues to ensure quality, reliability, and cost-effectiveness in service delivery.
• Hire and Train Staff : Recruit a team of chefs, servers, and support staff. Provide comprehensive training on food safety, customer service, and company policies to ensure high-quality service delivery.
• Implement an Online Ordering and Management System : Set up a user-friendly online platform for customers to view the menu, place orders, and make payments. This system should also facilitate efficient order management, scheduling, and customer communication.
• Secure First 10 Contracts : Aim to secure contracts for 10 events (could be weddings, corporate events, private parties, etc.) as a proof of concept and to build a portfolio of successful events.
• Achieve Consistent Positive Customer Feedback : Establish a system for collecting and analyzing customer feedback. Aim for high satisfaction rates to build a strong reputation in the Austin catering market.
• Reach $5,000/Month in Revenue : This intermediate financial milestone indicates initial market acceptance and will help in refining the business model towards profitability.
• Form Strategic Partnerships : Establish partnerships with event planners, venues, and other related businesses in Austin to create referral opportunities and expand the customer base.
• Get to $15,000/Month in Revenue : Achieving this milestone within 24 months will indicate strong market demand, operational efficiency, and a path towards long-term sustainability and growth for SavorFest Caterers.

SavorFest Caterers management team, which includes the following members, has the experience and expertise to successfully execute on our business plan:

Noah Wilson, CEO

Noah Wilson brings a wealth of experience to SavorFest Caterers, marked by a proven track record of success in the catering industry. His previous endeavor as the head of a catering business laid the foundation for his deep understanding of the complexities of the catering world, from menu selection and event planning to logistics and customer service. Noah’s leadership is defined by his ability to foresee industry trends, adapt to changing market demands, and inspire his team to strive for excellence. His strategic vision and hands-on experience are crucial assets for SavorFest Caterers, positioning the company for sustained growth and success in a competitive market.

To achieve our growth objectives, we are seeking to raise funds that will be strategically invested in expanding our service offerings, enhancing our marketing efforts, and improving our operational infrastructure. This financial injection will enable us to fulfill our growth potential, capture a larger market share, and ultimately establish SavorFest Caterers as a leader in the catering industry. Our detailed financial plan outlines the required investment and the projected returns, demonstrating our commitment to creating value for our stakeholders while delivering exceptional catering experiences to our clients.

Financial Statements

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Income Statement

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Cash Flow Statement

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Catering Business Plan Example PDF

Download our Catering Business Plan PDF here. This is a free catering business plan example to help you get started on your own catering plan.  

How to Finish Your Catering Business Plan in 1 Day!

Don’t you wish there was a faster, easier way to finish your catering business plan?

With Growthink’s Ultimate Business Plan Template you can finish your plan in just 8 hours or less!

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How to Start a Catering Business in 9 Steps

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The catering industry attracts a broad range of entrepreneurs. Maybe you’re an excellent cook, maybe you love throwing parties, or maybe you’re interested in event planning and want to get the ball rolling by catering.

Or maybe you’re like Dannella Burnett, of Gainesville, Georgia, who formed her catering business back in 2009, and your reason is simple and sweet:

“I figured if I could cook for other people and put food on their plates, I could put food on my family’s plate,” Burnett says of her decision to start Oakwood Occasions.

But as Burnett knew even in the nascent stages of starting a catering business and expanding to event planning, the business is about much more than putting food on plates. It’s about thinking your way through stressful situations, planning for the unexpected, and most importantly, running a business just like you would any other.

In this guide, we are going to take you step-by-step through everything you need to know about how to start a catering business. With a little help, you'll be delighting guests at parties, events, and festivals in no time.

How to start a catering business in 9 steps

Before you get to the following steps to starting a catering business, note that you should decide on the type of catering business you want to start before learning how to start a catering business.

Some caterers only do cocktail reception drinks and small finger foods, others do buffet-style catering, and some do the sit-down catering that you might see at a banquet or wedding. Once you know what kind of catering you want to do, you can get on to the next steps.

Step 1: Choose your business name and business entity type

Once you have the type of catering business you want to start in mind, you can move on to choosing a name for your business and defining the entity for it as well. You'll want to choose a name and make sure it's available in the state where you're opening your catering business. In most states, you can check business name availability online with the Secretary of State.

You'll also need to choose the business entity you want your business to operate as. Here you've got a lot of options depending on a few things, including whether you want to go it alone or not.

If you decide to operate as a sole proprietor, your business will be unincorporated and be owned by you alone (or you and your spouse). If you want to have a partner for your business, or want to avoid taking on all personal liability for your company, you can choose to register your business as a general partnership, a limited partnership, a limited liability partnership, a limited liability company, or another business entity. Each offers different protections for the partners and the business.

How much do you need?

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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.

Step 2: Write a business plan

Once you have your business name and entity chosen, the next step on the "how to start a catering business" checklist involves writing a business plan. This will take some work, but it will pay off in the long run because you'll have the plan to fall back on and it can help you know what to expect while running your business.

You can use a business plan template or you can make a plan on your own. When you do make the plan, it should include quite a bit of research. You'll want to include an overview of your company, a market analysis, your business's organization, the specific products and services you'll be providing, and your marketing and financial plan. If that sounds like a lot, don't worry—you can always add to your plan as you learn more about the catering business world.

Importantly, though, you should also research your competition and identify potential customers. Is there a particular type of catering that is needed in your area that is currently underserved? For example, if you live in an area with a lot of golf courses, you may find that they are always in need of caterers for weekend events. Your market research into the needs in your area can go a long way to helping you sustain your business.

Part of your business plan for how to start a catering business should also include the vendors and suppliers you plan to use. Look into sourcing all the supplies you need, including linens, utensils, china, even tables and chairs for some events, and of course the food. When it comes to non-food items, Burnett suggests renting first, before buying things outright.

“At the beginning, you can rent anything you might ever want or need,” she says. “And renting is great: You know what the cost will be and you don’t have the upfront cost of purchasing something.

“But at some point, though you want to buy those things yourself because you still can charge for them and basically you’re paying for the ownership of them. And they ultimately pay for themselves.”

When it does come time to buy, equipment financing can provide you with the funding you need to cover the cost of supplies.

Step 3: Register your catering business and get an EIN

Depending on the business entity you chose, your business's name might by default be your name. If you want to change that, you might need a DBA or "doing business as" name. You'll want to register your business and its name with the state you plan to operate in.

For a catering business, because you're handling food, this might also require some other registrations depending on the rules in your state. The health department might need to check out the place where you're cooking and preparing the food you'll be serving, for example.

You'll also want to apply for an employer identification number also called an EIN. You can apply for one online from the IRS in just minutes and enjoy the benefits of having one for years to come. It can serve as a business tax ID number and help you do other business tasks like applying for a credit card and paying your employees.

Step 4: Get all licenses and clearances needed to start a catering business

As with most industries involving food prep, you can’t just, well, do it. You need to obtain a business license from the state, as well as a food handling license. You also need to pass a county or state health inspection—a residential kitchen likely won’t cut it, so consider looking for a commercial kitchen that has already been approved.

Some other requirements you might need to consider include workers' compensation insurance and permits or licenses to work out of certain venues—the monthly or annual costs of which can cut into profit margins.

If you’re unsure of what will be required, get in touch with your local Chamber of Commerce , Small Business Development Center , or the Small Business Administration to find out more.

It's not a bad idea to consult a lawyer in your area who specializes in the food or service industry for help filing everything and getting all of the registrations squared away before you start cooking.

Step 5: Determine your pricing

Pricing your work depends greatly on where your business is located and what kind of catering you do. Many businesses create price tiers that provide a certain level of service and amenities for various amounts. Burnett never went down that route.

“I started off doing custom proposals for people, and I’ve stayed with them throughout these nine years,” she says. “It takes a lot more time, but a lot of my proposals get accepted, rather than a package deal where it may or may not fit what someone is looking for. If they don’t need something, if it doesn’t pertain to their event, it’s not going into their pricing. If they need more, they pay for more; if they need less, they pay for less."

To get an idea of what costs what, Burnett says that her price per person has varied from $7-$8, for light appetizers for cocktail hour, up to $80 for filet and lobster.

“It varies because we do buffets, plated dinners, simple appetizers, or [events] where we’ve just dropped off food and they’ve served it themselves—to very high-end menus with unique ingredients,” she explains.

Step 6: Hire, train, and outfit your staff

It’s unlikely you can cater an event all by yourself, so staff is a requirement. Hiring and training staff is something that came organically for Burnett, but that might not be the case for you, so do whatever is best for your business is recommended here.

“At the first location, we brought on staff members one by one as we needed people. There was no real formal training from the beginning," she says.

You may be able to find staff just as easily, either by word-of-mouth or by combing your own network. But you might also need to reach out on foodservice-oriented job-seeking sites, or look into how competitors found their staff. Just keep in mind that what works for you when you're starting a catering business might not be what works once your business starts growing.

"But when we moved into our new location, at the Hall County Government Center, we opened up a café, coffee shop, and expanded the catering business at the same time. Since we were going to have in-house staff as well as catering staff, we had to go through a much more extensive training period.”

Here’s another place where having capital at the start comes in handy: If you’re hiring and training staff before they actually work an event, you need to set aside training dollars.

Additionally, uniforms, including vectorized logos, can be “really cheap or really expensive,” in the words of Burnett.

“Hey, I want aprons with logos on them—getting that logo vectorized for $75-$80, then $5-$7 a piece depending on how big you want the logo. Then you have to buy the apron. If you need 20, 30, 40 of those—that adds up,” she says.

Step 7: Market during your own events

When it comes to marketing and advertising your business, Burnett has one suggestion that trumps all the rest.

“When you’re putting food in somebody’s mouth, that’s the best time to find your next client,” she says. “It’s through the guests that are attending the events you’re catering for.”

Otherwise, it depends on what kind of catering you specialize in. If you focus on weddings, you’ll want to attend bridal shows—which involve bringing food samples and sometimes buying a booth. Corporate catering might involve more focus on LinkedIn advertising, where you can buy leads; you might also pay people to knock on doors and pass out fliers to bigger businesses.

“Really, it’s about networking. A lot of word of mouth, a lot of referrals,” she says. When you're just starting a catering business, that’s where the putting food in someone’s mouth tactic comes in.

Step 8: Get funding

Burnett made the decision to start her business out of necessity after her husband lost his job in the wake of the 2008 financial crisis. She had previously worked in food and retail management, and she fell back on that experience when it came time to find a new source of income.

“A woman at my church said, ‘Why don’t you reopen your catering business here at the church?’ I didn’t think you could do that, but we called the health department and had them do a site visit at the church kitchen. It was deemed sufficient for commercial use, so I had my church kitchen licensed as a catering commissary, and I launched the business with zero capital, zero plan. Nothing but me, myself, and I,” Burnett explains.

Burnett found herself in business well before she expected to be. Despite making things work, she says luck took the place of capital and wouldn’t recommend that path to other future caterers.

“There are some things that I could look back on that I would say either by sheer doggedness or dumb luck, the next right thing did happen,” she says. “Was it more stressful because there wasn’t a plan at the beginning or there wasn’t capital? I think definitely.”

Burnett notes that, for the catering industry, access to capital is especially important: “Most small businesses fail because they don’t have the capital to get them through the ebbs and flows. And in something like the catering business, there should naturally be some ebb and flow, whether it’s the seasonality of the type of catering that you do, or the calendar—seasons and holidays.”

If you aren't as lucky as Burnett, you will probably need some funding to get your catering business off the ground and through slower months. Knowing how to acquire capital is one of the keys to figuring out how to start a catering business. There are plenty of routes you can go to acquire small business funding to get your business going.

If you want to go the traditional route, you can go for a traditional term loan, a business line of credit , or maybe a business credit card . Once you're established you can look into getting an SBA loan .

Step 9: Plan for emergencies — both financial and others

You should have extra capital when you start out, and continue to budget wisely as you go, because you never know when something will go wrong in the catering industry.

"Things break, so you have to replace them. Maybe you started off with china for 200 and now you only have china for 150 because they break,” says Burnett, listing the things that caught her off-guard when starting out.

“Repairs to vehicles: Catering can be hard on your vehicles, so you’ll need replacements to tires. The price of gas, when it went sky-high, it had an impact. Food was costing more. And people understood that food cost more to a certain extent, but people still had in their head that they need to do a lunch for $10 or $15 a person, and when the price of gas and food has gone up, it’s easy for that not to be profitable.”

But preparing for the unexpected is about more than budgeting. Most events are catered at a venue that can be 30 minutes, an hour, or even a few hours away from the kitchen. That can put you in a tight spot.

“The ability to be a MacGyver is a requirement. Every venue is different, and if you forget something, you’ve gotta figure out how to make it work,” Burnett says.

LLC Formation

How to start a catering business: The bottom line

Catering isn’t an easy business. Burnett says you need to “know what you’re getting into,” due to the physical and demanding nature of the work.

“You can be a great cook, and that doesn’t necessarily make you a great caterer,” she says.

But Burnett was able to build a massively successful business—so much so that she actually began tapering off of catering in 2019 to focus more on event planning—off little more than an idea that was born in a church kitchen.

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

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Catering Business: Expert Guide on Getting Started

Starting a catering business takes more than an extraordinary talent in the kitchen. It is more than your love for the hospitality industry and making guests comfortable at events. 

Unlike a restaurant business and other businesses in the food and beverage industry , a catering business combines extraordinary cooking skills and a flair for handling events. As a caterer, you must be able to perfectly plan a menu, prepare meals for a set number of guests, and deliver the meal to the event. 

You must also be able to serve these meals with class and style, even if this means bringing the plates and utensils to the event. That sounds like a good job description! 

So, how do you start your catering business? Let’s find out!

What is Catering ? 4 Types of Catering

The catering business is fiercely competitive and brutal. So it's crucial to carve yourself a distinct specialty that will set you apart from the competition. Understanding the different forms of catering is necessary for you to accomplish this.

What, then, is catering? Let's first go over all you need to know about the fundamentals of the catering industry and the many types of catering.

What Is Catering?

Catering is the process or business of preparing food and providing food services for clients at remote locations, such as hotels, restaurants, offices, concerts, and events. The catering industry consists of businesses that offer a variety of consumers food, beverages, and other services, usually for special occasions.

Catering occasionally includes managing and preparing events. For instance, if you provide corporate catering services, you must deal with enormous crowds and corporate clients' needs.

Some restaurants may hire caterers to do their cooking, or they may even let customers order food from them. Customers might, for instance, be so enamored with a specific meal that they insist on having it served at their event.

Who Is a Caterer? 

A caterer is a person or business that prepares, cooks, and serves food and beverages to clients at remote locations and events. In addition to creating seasonal menu selections, the caterer may be expected to supply the plates, spoons, place settings, and wine glasses required to serve guests during an event.

If you enjoy connecting with customers and creating a variety of foods that are both delicious and appealing to the eye, starting a catering business is the perfect endeavor for you. A caterer is creative regarding new recipes, menus, and culinary presentations.

Caterers are also excellent multitaskers. For instance, the caterer must be prepared to make all the dishes for the event at once if professional wait staff will serve each course of the dinner to visitors.

What Does a Caterer Do?

• Ensures that attendees enjoy their time at events. 
• Offers delicious, relaxing dinner. 
• Deals with particular demands.
• Designs menus for unique events directly with clients.
• Setting tables and serving meals during sit-down dining occasions. 
• Sending staff to prepare chafing dishes, bowls, and platters.
• Serving food to guests.

4 Types of Catering

• Event Catering: Event catering is planning a menu, preparing, delivering, and serving food at social events and parties. 
• Full-service Catering: Full-service catering manages every facet of an event, including meal preparation, decorations, and clean-up following the event.
• Self-catering in Hotels: Self-catering in hotels is when guests have the facilities to prepare their meals themselves. 
• Family-style Catering : When meals are served family-style, plates are passed around and shared at tables. 

What Is the FDA Requirement for an Offsite Caterer?

Here are some of the requirements to take note of:

• Structural and Equipment Requirements
• A caterer is expected to run their business out of a licensed kitchen that can handle their projected operation.
• All food transport equipment must be NSF-certified or equivalent.
• The entire operation must be able to safeguard all food products from contamination and maintain the necessary temperatures for serving.
• A certified powered serving device will be needed for continuous food service that lasts longer than four hours, such as portable steam and refrigerator tables.
• Administrative Requirements
• Only a catering permit is necessary from a food outlet authorized to provide catering to an event location.
• All goods sold separately over the counter, such as sandwiches, cookies, bagels, and doughnuts, must be packaged in food-grade packaging or placed in containers that have been certified for use.
• Licensed restaurants are exempt from needing a separate catering permit. However, they must inform the health department that they offer catering services.

Starting a Catering Business

Starting a catering business is a great way to make money from your love of cooking and event planning. A food catering business requires a lower start-up cost than other businesses in the food and beverage industry.

If you are an entrepreneur or a business owner interested in starting a catering business, you have come to the right place. Let’s discuss a step-by-step guide on how to start a catering business.

How to Start a Catering Business in 8 Steps

Here’s how to start an at-home catering business in eight steps:

• Select Your Catering Specialty

The first step to starting your catering business is choosing your niche. There are different types of catering businesses, and selecting one makes it easy to build your catering brand. 

• What type of events will you cater? Social event catering, wedding catering, corporate catering, or concession catering. When just starting a catering business, serving small parties and events like cocktail parties, staff functions, and other social events is easy.
• What type of food will you serve? Will you target a niche market , like vegan food, gluten-free delicacies, baked goods, or snacks? 
• Write a Business Plan

A business plan is a document that helps you map your goals and objectives. A well-written business plan will include strategies to actualize these goals and make your business ideas a reality.

• Choose Your Business Structure

A sole proprietorship business structure means your business will be unincorporated and owned by you alone. On the other hand, if you have a partner, you can register your catering business as a general partnership, limited liability company, limited partnership, or limited liability partnership.

• Obtain Your Catering Business Licenses

Businesses in the food service and restaurant industry need to obtain a business and food handling license from the State. In addition, you may be required to pass a health inspection as well. Consulting a local law firm is a great idea. 

• Get Your Catering Equipment

A successful catering business requires several things. First, consider taking a small business loan or buying used equipment if the cost exceeds your budget. Take note of these when preparing your catering business plan.

• Create Your Menu

Starting a catering business is one thing. Creating a menu your customers will love is another. Consider your target market, cooking facilities, and capacity when creating your menu.

• Pick Your Team

Selecting the right team is critical to the success of your catering business. Your team includes the in-house staff to help you cater events and cook meals. You’ll also need to partner with wholesale distributorships , distribution warehouses , and wholesale food distributors that supply wholesale food ingredients.

• Market Your Business

Here are a few tips for running an effective marketing campaign for your catering business:

• Launch a catering website.
• Use digital catalogs.
• Integrate restaurant technologies like contactless payments , restaurant POS system s, inventory management systems, and restaurant management software .
• Implement payment processing software , invoice processing tools, and invoice management software.

Catering Business Plan

A catering business plan is easy to write and contains the same essential elements as other restaurant business plan formats. However, when writing a business plan for a catering business, add catering industry-specific sections.

Let’s review how to write a catering business plan for your catering business.

How to Write a Catering Business Plan

Writing a catering business plan is more than just filling out a downloadable catering business plan template. Your passion for your catering business idea must be evident in each business plan section.

When writing a business plan for a catering business, include these sections:

• Executive Summary: Your executive summary, usually one page, is the opening section of your business plan. The executive summary is a summary of your business plan.
• Company Overview: Your catering business overview should include details of your company. It should describe the client experience, ownership and management components, and business operations.
• Team and Management: This section is a great place to explain your eCommerce team structure and organogram. Start the section by explaining your role within the company.
• Market and Opportunity: Market research will help you know which type of catering business will succeed in your chosen market. When writing this section, use graphs and charts to explain your findings.
• Business Operational Plan: Explain your business process flow in this section. From how you will attract clients to how you will serve meals at an event, your operational plan is a great place to explain your workflow in detail.
• Products and Services: If you plan to specialize in a menu item for specific events, this is the place to discuss it. Ensure you include a sample of your menu and pictures of your meals. Include details about your pricing as well.
• Marketing Plan: Describe your eCommerce marketing plan and strategies to grow your catering business.
• Financial Projections: Draw your financial projections, estimated costs for starting a catering business, and cash flow statement.

5 Action Plan for Catering Business

• Choose a Format
• Decide on Your Brand
• Be Aggressive With Marketing
• Try Software Automation

Catering Business Ideas to Get You Started

Choosing a unique idea that will grow the catering business can be challenging with hundreds of catering business ideas. Several catering business ideas exist, from being a restaurant contract caterer to offering group catering services for team meetings.

Let’s look at some of the best catering business ideas you can adopt for your catering business.

5 Best Catering Business Ideas 

• Mobile Catering Business: In a mobile catering operation, meals are made and served from a moving van. An instant food delivery service, a street vendor selling food to onlookers, or a concession stand at a fair are all possible uses for a mobile catering unit.

Tips For Starting a Mobile Catering Business

• Write a restaurant business plan
• Secure mobile catering permits and license
• Register the catering vehicle
• Buy catering insurance
• Use catering management software
• Set your prices
• Get your mobile catering van and catering equipment
• Hire catering team
• Promote and grow catering business
• Event Catering Business: Event catering is one of the most popular categories of catering services. Event caterers handle various events and food, from birthdays and backyard barbecues to modest luncheons and retirement celebrations.

Tips for Starting an Event Catering Business

• Build a relationship with other event vendors such as wedding planners, photographers, and bakery business owners
• Work with a great team
• Be great at organizing events
• Use professional wait staff uniforms
• Offer competitive pricing
• Make delicious food
• Lunch Catering Business: The lunch catering business involves preparing meals, especially lunches, for customers in a company. You may cater lunch for small teams within a department or the entire company. 

Tips for Starting a Lunch Catering Business

• Invest in automated order management software like Revolution Ordering
• Use restaurant QR code menu
• Create flexible menu options
• Build a connection with the corporate community
• Try digital marketing to reach more customers
• Make a brand statement with your food packages
• Work with the best delivery route optimization software
• Meals to Go Catering Business: Catering companies specializing in meals-to-go provide consumers with quick meal options. In this kind of catering, the food is prepared and then heated in the oven for the diners.

Tips for Starting a Meals-to-go Catering Business

• Research your niche market
• Use an online order management system
• Implement eCommerce marketing strategies
• Partner with the right wholesale restaurant food distributors
• Health Catering Business: Health catering is a specific type of catering business. You should consider starting a health catering business if you fancy cooking healthy meals and making healthy drinks.

Tips for Starting a Health Catering Business

• Create the perfect healthy-food menu
• Partner with a nutritionist or healthy-food expert
• Build the perfect health-themed brand marketing plan

Catering Software : 6 Best Catering Business Software

Setting up an effective business system is crucial when starting a catering company. Catering software keeps track of all administrative activities while streamlining restaurant operations, cutting labor expenses, and maximizing time management.

You can utilize a variety of catering business software for your operation. Let's first examine some of the greatest online catering software to assist you in automating your catering business.

Catering Management Software: Top Features to Consider

• Task management
• Time management
• Employee Scheduling
• Calendar Management.
• Accounting and Billing Management
• Inventory Management

6 Best Catering Business Software You Need

• Catering Kitchen Management Software

Features of Kitchen Management Software

• Tracking orders
• Managing inventory and kitchen supplies
• Preparing and reviewing orders
• Planning menus
• Reporting kitchen performance

Best Kitchen Management Software

• Revolution Ordering
• Catering Booking Software

Features of Catering Booking Software

• Responding to emails and invites automatically
• Integrating with Google Calendar, Xero, and QuickBooks
• Modifying the calendar to suit your business
• Assigning tasks to team members
• Tracking your mobile workforce

Best Catering Booking Software

• Total Party Planner
• Catering CRM Software

Features of Catering CRM Software

• Managing leads and customers
• Automating leads
• Delivering the best customer service
• Managing delivery addresses
• Capturing signatures
• Managing online orders

Best Catering CRM Software

• Social Tables
• Catering Inventory Software

Features of Catering Inventory Software

• Maintaining an accurate record of inventory
• Checking the variance between the inventory used in a day and what’s left at the end of the day
• Reducing inventory stock quantity automatically once the catering event is over
• Automating restocking and ordering of restaurant supplies

Best Catering Inventory Software

• Accounting Software for Catering Business

Features of Catering Accounting Software

• Accepting payments online
• Creating financial reports 
• Tracking and processing payments
• Processing invoices automatically
• Managing recurring payments
• Sending notifications for failed payments

Best Catering Accounting Software

• Catering POS Software

Features of Catering POS Software

• Reducing wait time
• Integrating loyalty programs
• Managing inventory
• Inventory tracking
• Controlling errors
• Sending reports
• Processing payments
• Managing tables

Best Catering POS Software

• TouchBistro

How to Advertise a Catering Business

The key to generating sales, scaling up, and developing your catering company is to learn how to market it. Despite the fact that there are several sorts of catering businesses, the same marketing and expansion techniques will work for all of them.

Let’s look at some of the best strategies to grow the catering business. 

7 Tips to Promote Catering Business

Here are seven tips on how to market a small catering business:

• Draw Your Marketing Budget
• Get Creative With Marketing
• Build a Website
• Implement Digital Marketing Strategies
• Integrate Automation Software
• Use Digital Catalogs
• Offer Referral Programs

Starting a catering business needs considerable preparation, from having the appropriate tools to employing qualified staff. However, you can get started right away with the help of the advice and suggestions in this guide.