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Business Planning Research Guide
BASIC SOURCES for ALL ASPECTS OF BUSINESS PLANNING
blueball  Business Source Complete UCSB only!.
Service provides a large conglomeration of business resources. The index and full-text of thousands of trade and scholarly publications in business, economics, and related fields provides news and market conditions on industries and business worldwide. Also includes various market research reports, company research reports, and country research reports. Many major journals have .pdf archives back to first issue published. Suggested search terms: new business enterprises, business planning, entrepreneurship, business forecasting, business conditions, industrywide conditions, marketing research, new products, market potential, market entry, strategic planning.
*  LexisNexis Academic UCSB!
The Business Section: Business News and Industry News contain articles from thousands of trade magazines and newspapers.
*  Academic Search Complete UCSB only!
Index to articles on all topics
OVERVIEW: STARTING A BUSINESS and BUSINESS PLANS
*  Business.gov
Detailed steps on launching and managing a business. Compilation of information for the small businessperson from US government sources. Covers all aspects of starting a business, including writing the business plan.
*  Business Plans Handbook: A Compilation of Actual Business Plans.... [Ref HD 62.7 B865]
Ten-volume set includes actual business plans for hundreds of different types of startups. Also includes a guide to the business plan.
more...
LEGAL/GOVERNMENT REQUIREMENTS: US
*  Business.gov
Business.gov's Launching and Managing sections both detail requirements (state, federal, and local) legal requirements, licenses, permits, etc. Specifically, topics range from the most basic and crucial, such as choosing a business structure or hiring a lawyer, to highly specialized issues such as e-commerce and exporting.
more...
U.S. MARKET RESEARCH: RESEARCH YOUR INDUSTRY:
*  Encyclopedia of American Industries. [Ref HC 102 E53 2005]
Two volume set includes several page profiles of industries by 4 digit SIC (hundreds of different industries); includes current industry snapshot and overview, major players, prospects, and more sources for information.
*  Consumer USA 2005. [Ref HC 101 C744 2005]
Statistics on over 320 consumer products, including forecasts up to 2008. Individual market data may include volume/sales and market share. Also includes various other marketing data about the US.
*  Associations Unlimited UCSB!
Comprehensive directory of organizations around the world, leads to websites of trade organizations, which often offer valuable market research and industry news. Suggested: choose "Subject/ Any Word Search", and put your industry or business type in the first box, free text, and change subject category to "Business, Trade, and Commercial Organizations."  Once you find potentially useful organizations, go to their web site and see what kind of research and publications they make available.
*  Economic Census and County Business Patterns and Zip Code Business Patterns
Find a NAICS Code for your type of business and enter it in the Industry Statistics Sampler (upper right) of the Economic Census. The code can also be used to get more local information about the industry at the County/Zip Code Patterns site.
*  LexisNexis Statistical UCSB!
This often isn't easy to use, but the TablesBase edition contains thousands of statistical tables, and the Abstracts section indexes thousands more. Great for finding other places statistical data about anything might be published.
more...
U.S. MARKET RESEARCH: RESEARCH YOUR COMPETITION
The resources above for researching your industry usually include names and information about significant businesses in the industry.  Further:
*  LexisNexis Academic UCSB!
The 'US Business Directory' is a classic business tool. Choose BUSINESS, then COMPANY PROFILES. Then search for businesses by name or SIC section; for private businesses and companies, choose "US Private Companies", which accesses the US Business Directory, featuring information on millions of U.S. businesses by 6 digit SIC, name, or location. Also select "US Public Companies." Note that the Santa Barbara Public Library makes available a more robust version of the US Business Directory, under SBPL Online, Online Information Services, "Reference USA.".
*  Anywho, Superpages, Switchboard 
These are three major sites with compilations of nationwide phone directories, with yellow pages and white pages.
more...
U.S. MARKET RESEARCH: RESEARCH YOUR CUSTOMERS.
Note that sources under Research your Industry may have data on customers for a particular product or sector.
*  American Factfinder (US Census)
Demographics from U.S. Census. See the fact sheets. For more data, try Data Sets, SF 3.
*  Lifestyle Market Analyst [Ref HF5415.33 U6 L54]
For the biggest markets in the US (approx. 210), details on lifestyle and spending habits for a variety of merchandise and service categories.
blueball   Consumer Expenditure Survey
BLS (Bureau of Labor Statistics) produces this large, annual survey of what people spend their money on, for US as a whole.
*  Sourcebook of Zip Code Demographics [Ref HA203 .S66 2000]
Summarizes demographics, with market potential indicators, by zip code. Basics free at ERSI Free Zip Code Lookup.
more...
MARKETING AND ADVERTISING, U.S
*  Gale Directory of Publications and Broadcast Media [Ref Desk Z 6951 A97]
Five volume set lists media by city. Includes newspapers, television, and radio. Many media include advertising rates.
*  Standard Periodical Directory [Ref Z 6951 S73]
Guide to magazines includes details on circulation and market reached, and advertising rates.
*  ClickZStats
Data on web usage and the online advertising industry.
*  Ulrich's Periodicals Directory UCSB!
Database of magazines worldwide. Use to identify magazines that might reach a certain audience in a certain region or country.
more...
FINANCING and FNANCIALS. U.S.
*  SBA Financing Your Business
Federal sources of financial assistance (Small Business Administration).
*  California Business Finance
Choose 'Financial Assistance' or 'Business and Community Resources,' for sources of financial assistance from the State of California.
*  Almanac of Business and Industrial Financial Ratios. [Ref HF 5681 R25 A45]
Compiles 'ratios' by industry (using NAICS Codes), which analyze various measures of firms' use of capital and profitability.
* Industry Norms and Key Business Ratios. [Ref HF 5681 R25 I52]
Same as above, using SIC Codes.
more...
MANAGING. U.S.
blueball   Wages by Area and Occupation
BLS (Bureau of Labor Statistics) annual report lists average wages for thousands of occupations, by US, states, and large cities.
blueball   Property Search
Finding prices for commercial real estate can be tricky; prices depend on the market, and what surveys of commercial real estate that do exist are not accessible to us. This Property Search from the Society of Industrial and Office Realtors does compile nationwide listings for available properties.
more...
'TRIPLE BOTTOM LINE': responsible profits, plants, people
blueball  Pegasus or Melvyl subjects: social responsibility of business; corporations--moral and ethical aspects; business ethics
blueball  Business Source Complete UCSB only!.
Subjects: business ethics, social responsibility of business, responsibility, activism, environmental consumerism, environmental marketing, green products, green marketing.
blueball  Other: companies and industries web page
blueball   Other: http://www.business-ethics.com
*  Associations Unlimited UCSB!
Comprehensive directory of organizations around the world, leads to websites of trade organizations, which often offer valuable market research and industry news. Suggested: choose "Subject/ Any Word Search", and put your industry or business type in the first box, free text, and change subject category to "Social Welfare Organizations, Public Affairs Organizations, or another appropriate category. Once you find potentially useful organizations, go to their web site and see what kind of research and publications they make available.

Starting a Business in a Foreign Country

FOREIGN COUNTRIES: OVERVIEW and LEGAL REQUIREMENTS
*  STAT-USA's Country Commercial Guides UCSB!
These detailed reports for each country give overview of business law, regulations, climate, trends, etc. Go to the GLOBUS section, and find 'Country Commercial guides' under Country and Market Research.
blueball  Business Source Complete UCSB only!.
Includes country reports from Global Insight, Datamonitor, Countrywatch, and ICON, in addition to the thousands of articles from business and trade magazines.
blueball   Babblefish.com
Source for language translation sources, both online and human.
*  Doing Business... .
Joint World Bank/Int'l Finance Corporation project measures difficulty of various business operations in the world's countries.
*  Department of Commerce Export Portal.
Compilation of information from Dept. of Commerce, includes how-tos, advice, market information, and Country Commercial Guides and the market research reports from STAT-USA.
more...
FOREIGN MARKET RESEARCH: RESEARCH YOUR INDUSTRY:
*  STAT-USA's Market Research Repository UCSB! (also at Export Portal)
Get selected international market research reports.  Go to "Globus/NTDB", and at the top, search for keywords in the database labeled "Market Research Repository."
*  Associations Unlimited UCSB!
Comprehensive directory of organizations around the world, leads to websites of trade organizations, which often offer valuable market research and industry news. Suggested: choose "Subject/ Any Word Search", and put your industry or business type in the first box, free text, and change subject category to "Business, Trade, and Commercial Organizations."  Once you find potentially useful organizations, go to their web site and see what kind of research and publications they make available.
blueball   Guardian World News Guide
Great guide to English-speaking newspapers worldwide.
more...
FOREIGN MARKET RESEARCH: RESEARCH YOUR COMPETITION
The resources above for Research your industry usually include names and information about significant businesses in the industry. 
*  LexisNexis Academic UCSB!
Choose BUSINESS, then COMPANY PROFILES. Then change the 'Source' to International Company Reports and search for businesses by name or SIC section.
*  Infobel 
Links to telephone directories worldwide, use to try to identify foreign competition.
*  STAT-USA's Market Research Repository UCSB! (also at Export Portal)
Get selected international market research reports.  Go to "Globus/NTDB", and at the top, search for keywords in the database labeled "Market Research Repository."
more...
FOREIGN MARKET RESEARCH: RESEARCH YOUR CUSTOMERS
Note that sources under Research your Industry may have data on customers for a particular product or sector.
*  Consumer Latin America [Ref HC130.C6 C67] 
*  Consumer Asia [Ref HC411.C66] 
*  Consumer Europe [Ref HD7022 .C68] 
These volumes present detailed data on more than 330 product and service categories by country.
*  STAT-USA's Market Research Repository UCSB! (also at Export Portal)
Get selected international market research reports, often with details on customers in a particular country and industry.  Go to "Globus/NTDB", and at the top, search for keywords in the database labeled "Market Research Repository."
*  World Consumer Lifestyles Databook [Ref HF 5415.3 W67] 
Country-by-country details on buying habits and lifestyles of countries around the world.
*  World Consumer Spending [Ref HC79.C6 W67] 
*  International Statistical Agencies
List of links to the statistical agencies of foreign nations; often the best or only source of demographics for smaller cities.
blueball   World Development Indicators UCSB! [also, free data last five years]
Best, most comprehensive source for current and recent statistical data on the world's nations. It includes data on more than 500 topics (indicators) about the people, economy, environment, and public finance of 210 nations. The Online version contains time series from 1960 to the present, and data may be exported in a variety of formats (inc. Excel, dbase, and SAS), as well as mapped and charted.
more...
MARKETING AND ADVERTISING, FOREIGN
*  Gale Directory of Publications and Broadcast Media [Ref Desk Z 6951 A97]
Five volume set lists media by city, including foreign countries. Includes newspapers, television, and radio. Many media include advertising rates.
*  Ulrich's Periodicals Directory UCSB!
Database of magazines worldwide. Use to identify magazines that might reach a certain audience in a certain region or country.
*  ClickZStats
Data on web usage and the online advertising industry.
*  Standard Periodical Directory [Ref Z 6951 S73]
Guide to magazines includes details on circulation and market reached, and advertising rates.
more...
FINANCING, FOREIGN
See also the various general sources under Country overview/legal requirements
blueball  Business Source Complete UCSB only!.
Many country specific reports and data.
*  LexisNexis Academic UCSB!
The Business Section: Business News and Industry and Market News contains articles from thousands of trade magazines and newspapers.
more...
MANAGING, FOREIGN
blueball   Worldwide Offices
This database from the Society of Industrial and Office Realtors lists officers for sale/lease worldwide, by country and city.
blueball   Cushman and Wakefield Market Pulse
Finding prices for commercial real estate can be tricky; prices depend on the market, and what surveys of commercial real estate that do exist are not accessible to us. Cushman And Wakefield research worldwide markets; they offer selected 'Market Pulse' information for free.
more...
MORE...

Additional resources: STARTING A BUSINESS and BUSINESS PLANS
*  SCORE
SCORE is an SBA (US Small Business Administration) initiative that provides advice and mentoring for small businesses. There are SCORE chapters around the country.
*  Complete Book of Business Plans.... [Ref HD62.5 .C68]
Detailed, step-by-step guide to writing the business plan. Includes example plans.
*  How to Set Up Your Own Small Business. [Ref HD 62.7 F35 1999]
Two volume handbook covers all the basics of getting started, including how to write the business plan, ownership types, and strategic advice.
*  Business Plan Center
Nice compilation of sample plans, guides, tools, advice, and Moot's Business plan competition winning plans.
*  How to Write a Business Plan [Ref HD 30.28 M3839 1999]
Although this volume is like many of the online sites below that provide advice for the new business and business plan, it goes into quite a bit more detail about the makeup of the plan, with many examples.
*  Small Business Advisor [Ref HD 62.7 E568 1999]
From Entrepreneur Magazine, this volume covers all the basics, including finding new business ideas, market research, legal forms, the business plan, financing, and marketing.
*  Small Business Sourcebook [Ref HD 2346 U5 S65]
Two volume set with thousands of listings of resources for the small business. For each type of business, there is a listing of resources, such as trade associations, databases, market research, libraries, etc.
*  Business Plan Guides
Detailed guides, by topic, on issues related to starting a business.
*  inc.com Starting a Business | About.com Small Business | Entrepreneur.com Startups | Quicken.com Start a Business | EntreWorld: Resources for Entrepreneurs | Tanned Feet Entrepreneurs' Help Page | BizPlanIt Virtual Business Plan
Many good clearinghouses of business startup advice and information.
*  Franchise Opportunity Database
Search for franchises alphabetically, by category, or by minimum investment range.
Additional Resources: LEGAL/GOVERNMENT REQUIREMENTS: US
*  California, Business Start-ups.
From the State of California. Choose "Business and Community Resources", then choose "Small Businesses." Information regarding different aspects of doing business in California: an economic overview, programs and services, permits, licenses, tax forms, work force issues, and laws and regulations.
*  Basic Facts about Trademarks
Basic Facts describes trademarks, and details registration procedures. Although this publication is the best introduction to trademarks, the Trademark section of the U.S. Patent & Trademark Office's Home Page provides many more trademark resources.
*  General Information Concerning Patents
This source provides a concise guide to patents: what they are, how to file for one, etc. The U.S. Patent & Trademark Office's Home Page site features information about patents and trademarks, as well as a searchable database of patents and pending patents (including detailed patent entries back to 1976, and patent images only back to 1790), and a searchable database of trademarks and pending trademarks.
*  Code of Federal Regulations
The CFR is the codification, by "Titles," of regulations currently in force. New regulations first appear in the Federal Register, but will appear in the CFR within a year. Volumes are arranged by topic, making browsing a useful approach as well.
*  Environmental Protection Agency Business and Industry
Offers information about compliance with environmental laws and regulations, aimed at the businessperson.
*  OSHA Handbook for Small Businesses
This guide is a convenient handbook that helps businesses comply with occupational safety and health standards and regulations. The OSHA Home Page actually provides full-text of the regulations themselves, as well as numerous other publications designed to help business with OSHA.
Additional Resources: U.S. MARKET RESEARCH: RESEARCH YOUR INDUSTRY:
*  Encyclopedia of Emerging Industries [Ref HC102 E54 1999]
Several page profiles of 108 new industries.
*  Information, Finance, and Services USA [Ref HD 9981.4 I53]
Presents reports, projections, historical data, leading companies, and national and state data from all information, finance and service industries as defined by the SIC and NAICS classification systems.
*  Manufacturing and Distribution USA [Ref HD9721 M3495]
Presents statistics on more than 500 SIC and NIACS classifications in the manufacturing, wholesaling and retail industries.
blueball   BSP (Business Source Premier) UCSB only!.
Index and full-text of thousands of trade and scholarly publications in business, economics, and related fields. Also includes various market research reports, company research reports, and country research reports. Many major journals have .pdf archives back to first issue published.
blueball  Regional Business News UCSB only!.
Complimentary to BSP (above). Index and full-text of regional business magazines and newspapers.
*  LexisNexis Academic UCSB!
The Business Section: Business News and Industry News contain articles from thousands of trade magazines and newspapers.
Additional Resources: U.S. MARKET RESEARCH: RESEARCH YOUR COMPETITION
*  Business Rankings Annual. [Ref HG 4050 B87]
Compiles rankings (usually a top ten or less) on hundreds of business categories, compiled from many different sources.
*  Market Share Reporter. [Ref HF 5410 .M35] and World Market Share Reporter. [Ref HD 2757.15 .W67]
Market shares of leading companies for thousands of products.
*  Northern California Business Directory [Ref HF 5065 C2 N672] and Southern California Business Directory [Ref HF 5065 C2 S568]
These regional directories list over 1 million California business by type and city.
*  LexisNexis Academic UCSB!
The News Section contains searchable text of newspapers worldwide, and includes many small US newspapers and regional business magazines.  Sometimes effective for turning up names and info of smaller businesses. 
*  NewsBank Full-Text Newspapers UCSB!
Full-text of newspapers around the U.S. Sometimes effective for turning up names and info of smaller businesses, or other business info and trends locally.. 
blueball   BSP (Business Source Premier) UCSB only!.
Index and full-text of thousands of trade and scholarly publications in business, economics, and related fields. Also includes various market research reports, company research reports, and country research reports. Many major journals have .pdf archives back to first issue published.
blueball   Regional Business News UCSB only!.
Complimentary to BSP (above). Index and full-text of regional business magazines and newspapers.
*  LexisNexis Academic UCSB!
Articles may have nuggets of market research.
See also: Company & Industry Guide - mostly info on large, public companies.
Additional Resources: U.S. MARKET RESEARCH: RESEARCH YOUR CUSTOMERS.
*  American Marketplace: Demographics and Spending Patterns [Ref HA 214 A6 1999]
Summary statistics.
*  California Cities, Towns, and Counties [Ref HA 261 C295]
Summary demographic and economic data.
*  California Demographics and California Statistical Abstract [Ref HA 261 C295]
Compilation of demographic and economic statistics for the state, counties, and places.
*  EASI Free Reports
Relative market rankings by zip code, city, county, and more, for thousands of demographic and economic variables. Compilation of data on specific market segment.
*  Santa Barbara South Coast Community Indicators (pdf file)
Local economic data; accessible from ucsb.edu addresses only.
blueball  Business Source Complete UCSB only!.
Index and full-text of thousands of trade and scholarly publications in business, economics, and related fields. Also includes various market research reports, company research reports, and country research reports. Many major journals have .pdf archives back to first issue published.
blueball   Regional Business News UCSB only!.
Complimentary to BSP (above). Index and full-text of regional business magazines and newspapers.
*  LexisNexis Academic UCSB!
Articles may have nuggets of market research.  Especially search US local and regional newspapers.
*  PsychInfo  UCSB only!
Articles from psychology-related journals on consumer behavior. Suggested search terms: Use the descriptors Management Decision Making; Marketing; Consumer Behavior; Product Design; Strategies; Consumer Satisfaction.
MORE MARKET RESEARCH, ADVERTISING, FINANCING, MANAGING
*  Green Book to Marketing Research Companies
Use the Green Book to identify market research companies specializing in different types of market research, or in different industries. Check the web sites of the companies for any free data.
*  Market Research.com
This fee service offers thousands of market research reports for both the USA and worldwide. You can't access w/o paying, but you'll get an idea of what's out there.
*  Selected, online, fee-based market research Services
Below is a sampling of companies who sell market intelligence via the web. You may often search for reports and sometimes view abstracts, but the actual reports are only available for a fee. 
Mindbranch
Gartner Group
Forrester
Marketsearch Directory
ECNext
PRGguide.com
USADATA.com
Zapdata.com
blueball   BSP (Business Source Premier) UCSB only!.
Index and full-text of thousands of trade and scholarly publications in business, economics, and related fields. Also includes various market research reports, company research reports, and country research reports. Many major journals have .pdf archives back to first issue published. Suggested search terms: marketing (and specific types thereof), market entry, market penetration, market segmentation, market potential, market potential, market surveys, advertising (and specific types thereof), consumer behavior, consumers.
*  Knowthis.com Marketing Virtual Library
Compilation of links to Web resources for marketing.
*  Advertising World
Compilation of links to advertising resources.
blueball   Regional Business News UCSB only!.
Complimentary to BSP (above). Index and full-text of regional business magazines and newspapers.
*  LexisNexis Academic UCSB!
The Business Section: Business News and Industry and Market News contains articles from thousands of trade magazines and newspapers.
*  America's Business Funding Directory
Search for sources of capital, including loans and venture capital.
*  Venture Capital Resource Library
Listings of venture capital; also links to various business management sites.
*  Concise Dictionary of Management [Ref HD 30.15 S73 1999]
Additional Resources: FOREIGN COUNTRIES: OVERVIEW and LEGAL REQUIREMENTS
blueball  Economist Intelligence Unit (EIU) Country Intelligence UCSB only!
EIU Profiles and Reports provide timely analysis and forecasts of the political, economic, social, and business environment in a total of 126 reports about more than 180 countries. They present the political and economic structure of the country, the current political scene, economic policy, domestic economy (covering industry, agriculture, money and finance), foreign trade and payments, and the outlook for the future. Country reports are archived online (web) from 1996 forward.
*  World Chambers of Commerce Network
Find web sites for chambers of commerce, who often provide information on doing business in a city or country.  Many major cities and countries have American chambers of commerce set up to help Americans in that city/country.
*  LexisNexis Academic UCSB!
Use the 'News/World News' section for articles on cities and countries.
Additional Resources: FOREIGN MARKET RESEARCH: RESEARCH YOUR INDUSTRY:
*  Encyclopedia of American Industries. [Ref HC 102 E53 2001]
Two volume set includes several page profiles of industries by 4 digit SIC (hundreds of different industries); includes current industry snapshot and overview, major players, prospects, and more sources for information.
*  Euromonitor
Although the text of Euromonitor's reports is not free, they give you a few facts and an idea of the kind of data that exists. Click on Industries and Countries at top.
*  LexisNexis Academic UCSB!
The Business Section: Business News and Industry News contain articles from thousands of trade magazines, and newspapers from around the world.
Additional Resources: FOREIGN MARKET RESEARCH: RESEARCH YOUR COMPETITION
*  Business Rankings Annual. [Ref HG 4050 B87]
Compiles rankings (usually a top ten or less) on hundreds of business categories, compiled from many different sources.
*  Market Share Reporter. [Ref HF 5410 .M35] and World Market Share Reporter. [Ref HD 2757.15 .W67]
Market shares of leading companies for thousands of products.
*  World Chambers of Commerce Network
Links to chambers of commerce around the world, which sometimes clue you in to competition.
*  LexisNexis Academic UCSB!
The News Section contains searchable text of newspapers worldwide.  Sometimes effective for turning up names of smaller foreign businesses. 
Additional Resources: FOREIGN MARKET RESEARCH: RESEARCH YOUR CUSTOMERS
*  European Marketing Data and Statistics. [Ref HA 1107 .E87]
Includes statistics on people, economy, consumers, media, markets, culture, advertising, and more.
*  International Marketing Data and Statistics. [Ref HA 42 .I57]
Includes statistics on people, economy, consumers, media, markets, culture, advertising, and more.
*  Demographic Yearbook [Ref HA 17 D4] 
Summary demographic statistics for 229 nations; from U.N. Some similar data available via UN Infonation.
*  Encyclopedia of World Cities. [Ref HT 108.5 N47]
Summary statistics on major cities of the world.
*  Columbia Gazetteer of the World UCSB!
Brief descriptions of places in the world.
*  LexisNexis Academic UCSB!
Articles may have nuggets of market research.  Especially search international newspapers.
*  Also browse the country specific volumes in the HA section of Main Reference for data of specific cities in foreign countries.
*  UNSTATS: UN Statistics Division Common Database UCSB!
Huge compilation of socioeconomic statistics for the countries of the world.
*  LexisNexis Statistical UCSB!
This often isn't easy to use, but the TablesBase edition contains thousands of statistical tables, and the Abstracts section indexes thousands more. Great for finding other places statistical data about anything might be published.
contents

*  START: Basic Sources
*  Overview: Starting a Business


in the US

*  US, state, and local legal requirements
*  Market Research: Industry
*  Market Research: Competition
*  Market Research: Customers
*  More Market Research
*  Marketing and Advertising
*  Financing
*  Managing
*  'Triple Bottom Line'

in a foreign country

*  Country Overview/Legal/Economic
*  Market Research: Industry
*  Market Research: Competition
*  Market Research: Customers
*  More Market Research
*  Marketing and Advertising
*  Financing
*  Managing

off-campus access
Items marked UCSB only! are available only to UCSB students, faculty, staff; see off-campus access for instructions.
need help? contact the author:
Janet Martorana
Subject specialist for
Business Economics
martoran@library.ucsb.edu
805-893-8724

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Last Updated: 04/16/08 12:22:03