This report discusses the understating of business plan and financial plan as well the survey that has been conducted in order to get a broader view of the importance of the corresponding subject. In today’s world, business has great importance in our lives. It is the backbone of any economy. Businesses are not only important because they provide goods and services for consumers, but they also improve the economy and increase jobs for people within society which is an additional fact producing a higher standard of living. But to start and sustain a business is more of a struggle. In this report, we’ve covered the basic understanding of business plan and financial plan along with the essential component of business plan and its importance. A financial plan represents how much fund and loan are needed to execute the required business plan. Financial plan provides specific amount of money and the method of using the money properly in order to reach the ultimate goal.

1. PRESENTED BY
ELITE ALLIES
A PRESENTATION REPORT
ON
BUSINESS PLAN
&
FINANCIAL PLAN

2. OUR
TEAM
 Sajid Raihan
 Mohammad Atique Ullah
 Abrar Jahin Khan
 Dipanta Neogi Dipta
 Mohammad Hamim
 Ishmam Abedin
 Sandipan Sarker
 Bishnu Datta
 Joyonta Dey
 Shafaat Jamil

3. CONTENS
Acknowledgements
Executive Summary
1.0 Organizational Structure
1.1 Introduction
1.2 Conceptual understanding about Business plan and Financial Plan
1.3 Contents of Business plan
1.4 Why Business plan matters
2.0 Business organization survey
2.1 Business plan of the organization
Conclusion

4. Acknowledgement
We would like to express our heartfelt gratitude to our honourable Professor,
Dr. Jannat Ara Parveen mam. Her support, guidance and overall insights in
this field have made this an inspiring experience for us.

5. Executive summary
This report discusses the understating of business plan and financial plan as well the survey that
has been conducted in order to get a broader view of the importance of the corresponding subject.
Key findings include:
 What business plan and financial plan are.
 General overview of the components and importance of business plan.
 How business plan shapes an organization to a successful one by providing essential direction
and guidance in need.

6. 1.0 Organizational Structure
BANK

7. NGO

8. +
MANUFACTURING ORGANIZATION

9. GOVERNMENT ORGANIZATION

10. PRIVATE ORGANIZATION

11. In today’s world, business has great importance in our
lives. It is the backbone of any economy. Businesses are
not only important because they provide goods and services
for consumers, but they also improve the economy and
increase jobs for people within society which is an
additional fact producing a higher standard of living. But to
start and sustain a business is more of a struggle.
In this report, we’ve covered the basic understanding of
business plan and financial plan along with the essential
component of business plan and its importance.
1.1 INTRODUCTION

12. 1.2 Conceptual understanding about Business plan and
Financial Plan:
A business plan is formal written expression
documented strategy of an entrepreneur’s
vision for converting ideas into a profitable
and successful business. It an essential step for
any prudent entrepreneur to take, regardless of
the size of the business.
Business Plan:

13. A financial plan represents how much fund and
loan are needed to execute the required business
plan. Financial plan provides specific amount of
money and the method of using the money properly
in order to reach the ultimate goal.
Financial Plan:

14. 1.3 Contents of Business plan
1.Executive summary
2.Mission Statement
4. Product Description
3. Company Background
5.Marketing Plan
6.Competitor Analysis
7.SWOT Analysis
8.Operations
9.Financial Planning
10. Timeline

15. 2.0 Business organization survey
Federal Insurance Company LTD.
We the members of team Elite Allies have chosen Federal Insurance Company Ltd as our survey organization
to do a survey for the given assignment. We have chosen this organization because the business plan,
financial plan and other regulatory methods of an insurance company is different from other organization
which attracted us. Our team Elite Allies went to this organization on – may, 2022. We met with high official
and collected information on their financial & business plan, mission, vision & values, operating procedure,
organizational structure etc.

16. 2.1 Business plan of the organization
Overview of the organization:
Federal Insurance Company Ltd. is one of the leading private general insurance companies of
Bangladesh. The board of directors of the company consists of leading industrialists, exporters, importers
and businessmen of the country who play a major role in the sphere of trade, commerce and industry
including insurance business. The company was registered on the 11th November 1987 and obtained
Insurance Registration Certificate on the 17th November and was formally inaugurated on the 20th
December, 1987 for underwriting Marine, Fire, Motor, Personal Accident, Aviation and miscellaneous
Insurances. The vast experience of the members of the Board of Directors of the Company, their financial
standing, personal image and social status coupled with technically qualified, highly experienced and a
dedicated management team has made this Company one of the leading private general insurance
organizations in this country within a very short period.