Business Plan Template Blog


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Business plan template for idea-stage entrepreneurs

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  • I am sure this will be very helpful, mainly for financial or insurance related sites. Appreciate for sharing this useful information.
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  • I think one good financial advisor is enough to fulfill the need of a client, if your advisor is good and strategic I suppose one is enough. For more information you can visit ou website business assistance WA
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  • very useful article. A+++
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  • thank you for a good business plan template outline. What I like is the that the headings are strengthened with the 'why' and supported with key questions to lead one through the process of writing a meaningfull business plan. Of special note are the sections 'Operational plan' and 'Risks'. Few entrepreneurs take the time to elaborate on these in order to put an investors mind at ease. If you are looking for a free tool that will assist you to write a business plan along these same lines visit http://
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Business Plan Template Blog

  1. 1. Business Plan Template Idea Stage business: Startups Indian Market Focus By Nischala Agnihotri
  2. 2. Caution Note <ul><li>Most people neglect the format while creating a business plan </li></ul><ul><li>Please ensure you have a disclaimer or a confidentiality note. </li></ul><ul><li>Mention your company logo or brand name, to avoid any tampering of content in the presentation. </li></ul><ul><li>Mention your name, contact number/ email id so that the person viewing your plan can get back to you. (primarily potential investors) </li></ul><ul><li>Now let’s kickstart the business plan. </li></ul>
  3. 3. This template is applicable only to entrepreneurs who are having an idea and are in the process of building it into a business. This is only an orientation to bring in more clarity for the entrepreneur and validate their business model.
  4. 4. Contents/Agenda <ul><li>Company Overview </li></ul><ul><li>Market Need </li></ul><ul><li>Value Proposition </li></ul><ul><li>Differentiation </li></ul><ul><li>Team </li></ul><ul><li>Operational plan </li></ul><ul><li>Road Map </li></ul><ul><li>Risks </li></ul><ul><li>Financial Plan </li></ul>
  5. 5. Company Overview <ul><li>Who are we? </li></ul><ul><li>What are we offering? (product/service) </li></ul>How is the product/services adding value to people’s life? How important is it to them? Value add Names of the people involved Team Location of operation and customer base Location Idea Stage Mention what is your final product/ service Product/Service offering
  6. 6. Market Need <ul><li>Answer these questions to validate your business model: </li></ul><ul><ul><li>What is the problem you are solving? How does your product/service help people (solution)? </li></ul></ul><ul><ul><li>How many people (consumers) are up there who are willing to use your product or service? </li></ul></ul><ul><ul><li>How many people are ready to pay for it (customers)? </li></ul></ul><ul><ul><li>You will these numbers in the sector research reports, apex institutions for the sector, journals and so on? </li></ul></ul>
  7. 7. Market Need <ul><li>This section could run up to 2 or 3 slides. </li></ul><ul><li>If you can subsidize and manage the information in one slide, nothing </li></ul><ul><li>Show the current and potential demand for your product/service. </li></ul>
  8. 8. Value Proposition <ul><li>What is the value added by your product/service? </li></ul><ul><li>What are the unique features? </li></ul><ul><li>Testimonials/ Validations </li></ul>
  9. 9. Differentiation <ul><li>Other players in the market </li></ul><ul><li>Competitor information </li></ul><ul><li>Use a BCG Matrix mapping method if necessary. </li></ul><ul><li>In the matrix here, market growth and market share are used as the key metrics. </li></ul><ul><li>The metrics to compare competitors and present your differentiation could vary. ( ) </li></ul><ul><li>You could other tools like tables, pie charts and graphs to show where you stand in the competition. </li></ul>
  10. 10. Team <ul><li>Person A, CEO </li></ul><ul><ul><li>Role & Responsibilities in the firm </li></ul></ul><ul><ul><li>Achievements in the Past </li></ul></ul><ul><ul><li>Qualifications </li></ul></ul><ul><li>Person B, VP Marketing </li></ul><ul><ul><li>Role & Responsibilities in the firm </li></ul></ul><ul><ul><li>Achievements in the Past </li></ul></ul><ul><ul><li>Qualifications </li></ul></ul><ul><li>Person VP, Operations </li></ul><ul><ul><li>Role & Responsibilities in the firm </li></ul></ul><ul><ul><li>Achievements in the Past </li></ul></ul><ul><ul><li>Qualifications </li></ul></ul>
  11. 11. Operational Plan <ul><li>Explain the supply chain involved </li></ul><ul><li>The hierarchy: Human resource structure </li></ul><ul><li>Marketing plan as a connecting link (go-to-market plan) </li></ul><ul><li>Tools used: Flow chart, diagrams </li></ul>
  12. 12. Road Map <ul><li>What’s next </li></ul><ul><li>How do you achieve it? </li></ul><ul><li>In terms of profits – target and process to achieve it. </li></ul><ul><li>In terms of sales and revenue </li></ul><ul><li>In terms of expansion </li></ul>
  13. 13. Risks <ul><li>What are possible challenges you will face and risks you may encounter? </li></ul><ul><li>How do you plan to address these issues? </li></ul><ul><li>What is your back-up plan? </li></ul>
  14. 14. Financial Plan How do you use the capital towards running your business? Add anything else applicable to your business Accounting Research & Development Raw Material Operational Marketing IT & Technology Salaries &Wages General and Administration Year 3 Year 2 Year 1 Operating Expenses What are the basic assets you need to operate? Add anything else applicable to your business Real Estate Buildings Lease Agreements Equipment Furniture & Fixtures Vehicles Year 3 Year 2 Year 1 Assets
  15. 15. Financial Plan <ul><li>Other Financials to be added </li></ul><ul><li>Sales Forecast </li></ul><ul><li>Break-even </li></ul><ul><li>Profit and Loss Projection </li></ul>
  16. 16. What’s Next <ul><li>Each Topic is this presentation will be dealt in detail in the upcoming articles. </li></ul>THANK YOU