1. Business Planning Template
Insert: the Name of Your
Business Here
Insert: Your Information and Date
Ayelet Baron, ayelet27@gmail.com
http://ayeletbaron.com / http://divorcingyourjob.com
http://twitter.com/ayeletb
2. Template Guidelines
Here are some overall guidelines in building your plan. Please delete this page
when your plan is ready.
Why are you writing this plan? Is it to secure funding, partnerships, hire
people, etc.? Be very clear about your purpose so you can meet the
needs of the person/people who you want to help you with your
business.
The plan should tell a compelling story: why is this a great business
opportunity? what is the problem you are trying to address and why is
your approach able to address it? What are you going to do to make your
business idea happen? What do you need in terms of resources and
investment? Why are you the right person to lead this business? How
will you get it executed and how will you measure the ROI.
Keep your plan concise and to the point. It should be a reflection of
what you bring to the world and help the person/people decide why
should they work and/or invest in you.
A really good business plan is a document that you use to guide your
business. It needs to be a living document where you can track your key
milestones.
http://ayeletbaron.com
4. Guidelines:
Executive Summary •
•
Write this section last
This needs to capture your entire plan in one page: why is
your business important/unique, what does it do, how
will it make money and who you are
Business Problem Value Proposition Business Model:Key
Resources and
Activities
Insert
Insert
Business Opportunity
Insert
Customer Profile Partner Ecosystem Revenue Model Cost Structure
Insert Insert Insert
Insert
5. The Business Problem
Guidelines:
• What is the business need for your company?
• What problem or issues does it solve?
• What is the gap in the landscape that your service or product
provides?
• Example: We have too many organizations trying to provide the
same solutions to the same people. Why? Streamlining and
simplification can shift the focus to how these people can help
themselves versus the competition between the organizations.
6. The Opportunity
Guidelines:
• What is the business opportunity for your
company?
• What is the rationale for launching the
company?
• What do facts and your gut tell you why this
will be a successful business?
7. Business Model
Guidelines:
• Describe who the business is and what it stands for
• What is the unique model you are proposing
• Specific goals and objectives of the business
• Background information
• Market information: Basic information about the industry you operate in and the customer needs you are meeting. Why are you unique?
8. Service and Product Offerings
Guidelines:
• Describe why you are in business in terms of what services or product you are providing
• What are your products and services are and how will you position them in the marketplace?
• How and why are your products and/or services are competitive?
9. Marketing and Sales Strategies
Guidelines:
• Who is your target market is and how will you reach it?
• How will you grow your business?
• What is your overall marketing strategy?
10. Operational and Organizational Model
Guidelines:
• Describe how your business will be organized (add an organization chart if needed. There is a template in the back-up)
• Identify any licenses or permits your business will requires
• Describe your team and resources needed to drive your business
11. Financial Model
Guidelines:
• Estimate of start-up costs
• Projected balance sheet (1 year forward)
• Projected income statement (1 year forward)
• Projected cash flow statement (12 months forward)
14. Key Activities
1 Insert
EASY TO IMPLEMNT
2 Insert
3 Insert
HARD TO IMPLEMNT
4 Insert
5 Insert
6 Insert
http://ayeletbaron.com
15. Prioritization of Initiatives
Map Your Key Initiatives
Business Criticality
Low Moderate Critical
Low
Ease of implementation
Medium
High
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16. Business Structure
• Qualifications
Title
Name
Title Title Title
Name Name Name
Qualifications: Qualifications: Qualifications:
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17. About Ayelet
Ayelet Baron is a strategist, speaker and
connector. She likes to help solve big
problems for leaders in large
organizations and entrepreneurial start-
ups. She is a sought after speaker, writer
and coach who helps people achieve
results.
Let’s Connect
Speaking and Workshops include:
• Integrating strategic planning as an
ongoing process
• Culture eats strategy for lunch: the
human side of implementation
• Social business: hype or reality?
• Getting Unstuck: unlearning.
Unsticking. Unleashing.
• Social media and storytelling
• Working smart: major trends in the
future of work
