This document provides an outline for developing a business plan, including sections on vision, market, customers, product, sales, marketing, development milestones, competition, partnerships, revenue model, fund raising plans, and financial projections. The key elements to include are the company name and 5-year vision, details on the target customer and problem being solved, product description and alternatives, marketing strategy and costs, future product launches, existing and potential competition, key partners, revenue sources and model, fund raising needs and use of funds, and monthly profit and loss projections. The document guides the user in fully describing all aspects of the business from concept to financials.

1. BUSINESS PLANNING & DESIGNING

2. NATIONAL BUSINESS PLAN &
BUILDING SUMMITS

3. NAME OF THE COMPANY
Enter your company name here

4. VISION
What is your big vision?
• Please share a 5 year vision
• Do you wish to make a hospital or
save lives?

5. MARKET
How big is the market size for your product/service (in Rs Crores)?
•Mention the current
market size for 1 year
How fast is it growing (%)?
• Please mention numbers
wherever possible
• Take assumptions where
perfect numbers are not
available.
• After the workshop, you
can check and validate
your assumptions.

6. CUSTOMER
Who is your target customer?
What problem are you solving for him/her?
•Your customers
can be individuals
or other
companies.
• Everyone cannot
be your customer,
be as specific as
possible.
• Assign 1 member
in your group the
role of a customer
and discuss
issues.
•

7. PRODUCT
Describe your product/service
How will you make it?
•Are you saving time,
reducing cost or giving
convenience to
customers
• Idea ≠ Product (1 lakh
car is an idea, Nano is a
product)
What are the alternatives to your product/service and how are you better?
• Inputs for making
product and output that
customer gets are both
important.

8. SALES
How will you sell?
Where will you sell?
•Sales can be done in multiple ways (online/offline, direct/indirect etc.)
• Mention steps for the sales process
• Assume 1 team member is a customer – how will sell to him/her?
• Even a website has to sell!

9. MARKETING
S No.
Step
Cost
No of Cust.
Month
1
2
3
4
5
• Mention at least 5 ways of marketing to your customers - how much it
will cost, along with how many customers are expected to come, when
will you do this.
• Think of your launch plans, how you will introduce your product in
market.

10. DEVELOPMENTS
What are your future milestones?
Mention
month/year
when task
will be
completed.
What has been the progress till now (is it a concept, or prototype is ready)?

11. PRODUCT LIFE CYCLE
Product 1 ____________________
Product 2 ____________________
Product 3 ____________________
As your consumers
and competitors
Year 1
Year 2
Year 3
Year 4
grow, what
extra/new products
you will launch and
when will you
launch them.

12. COMPETITION
Who is your existing & likely competition?
What are their strengths/weaknesses?
Why are you different?
* If you think there is no competition, there will be 3 that you don’t know
about!
•Win your customers by beating the competition!

13. PARTNERSHIP
Who are your key distribution and technology partners (current & future)?
How dependent are you on these partners?

14. REVENUE MODEL
What is your revenue model?
Average no of customers per month =
Average payment by a customer =
Total Revenue =
• You can have more than one revenue model, mention numbers for all.
• It can be product/service sales, advertising, fees, commissions etc.
• Revenue = Value (payment by customer) * Volume (no of customers)

15. FUND PLANS
How much money are you raising and at what valuation?
What will the money be spent on?
* Money
How long will it last?
will
be required
to cover
planned
costs in
business.

16. FINANCIAL PLAN TEMPLETE
Profit & Loss
Revenues
No of Units Sold
Price per unit
Total Revenues
Variable Expenses
No of Units
Variable Cost per Unit
Total Variable Cost
Fixed Expenses
Manpower
Marketing
Travel
Telephone
Rent
Capital Costs
Miscellaneous
Total Expenses
Profit Before Tax
Tax @ 30%
Profit After Tax
April
May
June
July
August September October November December January February
March