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Business Plans

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o A document used to detail plans for a start-up or existing business
o Used to describe business goals and strategies
o Provides blueprints of financing and sales/marketing plans
o Provides information about growth expectations of a company
o Describes the industry and competitors in which the company operates
What is a business plan?

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Components of a business
plan

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o This is the most critical component of a business plan
oThis section summarizes the main points of the business plan
o Follows the title page
o Usually between ½ - 2 pages long
o Provides a clear description of the business
o Business Concept – the products/solutions the business will bring to market
o Financial Outlook – expected sales, costs, and profits over a 5-year period
o Financial Requirements –investments required to deliver on the financial outlook
o Competitive Summary – an overview of the industry in which the business operates
o Current Status – information on legal, operations, and development efforts
o Achievements and other important facts
o This summary is often read before investors decide to delve in to the entire
business plan
Executive Summary

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o Mission and Vision Statements
o Provide insight on what business is trying to create/solve
o Company Background
o How and why did the business come to being
o What is the current status of the company
o Product Information
o Describe product or solution in detail
o Expand on why product/solution is different from others
o Elaborate on what the product/solution aims to solve
o What is the current status of product development
o Key Team Members
o Details of company leadership (CEO, COO, etc.)
Business Description

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o Market Plan
o How does the business expect to take the product/solution to market?
o Who are the customers?
o What are the current pain-points for customers?
o What market share the company expects?
o How the business fits into the market?
o Competitor Analysis
o Describe existing customers and their product offerings in detail
o Describe how the business is competitive vis-à-vis competitors
o SWOT Analysis
o Strengths: Describe key strengths of company
o Weaknesses: Describe most relevant weaknesses
o Opportunities: Describe low hanging fruits and other available opportunities
o Threats: Reasons why the business may not succeed
Market and Competition

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o Financial Planning
o 5-year projections on revenues, costs, and profits
o Details to support projections
o Cash flow statement over 5-years
o Financial Requirements
o Details on capital requirements to meet financial projections
o Details on uses of funds from investors
Financials

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o Operations
o Personnel planning – teams and talents required to meet financial objectives
o Manage supply, demand, and other operations
o Information on facilities, locations, and inventories (if applicable)
o Information on expected company structure and organization
o Information on quality control, legal structure, etc.
o Other necessary operations information relevant to the business
o Outlook
o Provide growth outlook and how company expects to grow
o Provide a timeline for major milestones and accomplishments
Operations and Outlook

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o Identify the relationship of customers, suppliers, partners, and
stakeholders
o Helps companies focus on key activities, partners, and channels used to
deliver value proposition
o Identify paths to take value proposition to customer base
o Calculate monetary and resource costs to deliver on value proposition
o Fluid plan – adjusted based on changing needs and structure
o Example of Google’s Business Canvas on next slide
LEAN Business Model
Canvas

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New Business Modeling
Structure

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o A Business Plan or Business Canvas is NOT set on stone
o Review, Review, Review – to see what is working and what is not
o Get feedback from credible sources, thought leaders, customers, and investors
o Be able to modify execution strategies based on business plan
o Action is more important than the plan
o Execution, execution, execution – show up and execute on the plan
o Provide clear set of deliverables and milestones for the company
o Be realistic!
o It’s better to keep things simple and deliver
o It’s not worth the effort to up a business that will eventually fail
o Find a team that believes in the business
Things To Remember

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The Business Plan Drives
SO Many Things 

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