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For an efficient business plan, you need to consider several key elements. First of all, you need to protect your confidential and business-sensitive documents so begin yours with a non-disclosure agreement.
Then brainstorm your executive summary and take into account the mission statement, products or services, and financial requirements. It is quite a complex document to put together so create a detailed overview of your business, vision, values, and opportunities and research your market to come up with a viable marketing and sales strategy.
Forecasting and actual implementation of the project are the last steps and the most important ones, so make sure you devote some time to this process.
Type in the name of your organization and press Enter.
The question that investors will ask is How will you turn your forecasts into reality?
Having identified your product or service, and the demand for it in the market, how will you reach that market?
Describe exactly what customers will buy, how they will buy it, how it will be provided or delivered, and how it will be supported after purchase.
Think about:
What campaigns are you planning to publicize your product or service? Examples include:
List the ways that you can reach your market segments. Examples include:
Add a description of your market research.
What market research have you done to identify the best routes to market for your particular segment?
How will the operations of your organization need to change, to support this plan?
Investors will need to know that you will also have the capabilities to deliver it, sustain it and scale it up.
Add a supplier or partner.
Add staff, knowledge or skills.
What new processes will you need to establish? Do you need to change existing processes?
Processes include:
Add a process.
What new equipment and tools will you need? Will you replace old ones, or extend your capacity?
Add capital equipment.
How will your facilities need to change to implement your plan?
Will you need new premises or changes to existing premises?
Add a facility.
If you win the investment or support that you need, where will you start?
Add a risk.
Add the next step.
What are the key points in the implementation of your plan? How will you know that you are making real progress?
Think about:
Add a milestone.
You will need credible forecasts of profitability and strategic benefits if you are proposing investment in your business.
What is the impact on your strategy of this initiative? How will your strategy change to ensure that you can adapt to whatever this plan brings, whether it is good or not so good? Think about:
Add a strategic point.
Even if your plan will eventually be profitable, cashflow limitations could prevent you from getting there. Your cash flow forecast should show that you are in control of this.
Consider:
Add a key point from the cashflow forecast.
Your breakeven analysis should show the minimum level of achievement that is still survivable. If operations go below breakeven, then you will need to take evasive action. Make forecasts for:
Your profit and loss (or income) forecasts should detail where, when and how profitability will be achieved.
Add a highlight from your Profit and Loss forecast.
Consider making forecasts for year 1, year 2 and year 3 of your plan.
How will your balance sheet change as a result of this initiative?
Add a key point from the balance sheet forecast.
How will your costs base change as a result of your initiatives? Think about:
Add a key point from the costs forecast.
How will sales increase as a result of your initiatives? Think about:
Add a key point from the sales forecast.
It must be clear to investors what you are asking for, when you need it and when & how it will be repaid - in short, what value they will get for their investment.
Add highlights of the return or repayment plan for investors. Consider:
Add a sum-up of how this investment will be spent. Include:
Add a summary of how much is required and when.
Investors will ask: how well do you know your customers and your market? Your business plan should show that you are targeting your market by well-defined segments and are focused on creating value for customers.
Add an organization that can compete with you, either now or in the future. Think about all alternatives that the customer may have, including doing nothing or addressing their problem in a completely different way.
Strategies
Strategy
How will you compete effectively?
Add an element of your competitive strategy. Think about:
Weaknesses
Weakness
What do the competitors do that is less attractive than your product or service?
Do they have:
Strengths
Strength
What do the competitors do that is more attractive than your product or service?
Do they have:
Describe the competing product or service
Who are your customers? Add a target customer segment. Groupings might include:
Additional info
Solutions
What solutions are you offering for customers in this segment? What value do you create for them?
Add a solution.
Needs
What are the needs and interests of the customers in this segment? What do they value? How do they select their purchases?
Add a customer need.
Pain points
What problems and pain points do the customers in this segment face?
Add a pain point.
Profile
What is the characteristic of the customers in this segment?
How do you identify your potential customers?
Add a characteristic of the future customer.
Segment size
Size
What is the estimated size and value of this segment?
What proportion of the segment is potential customer for you, taking into account competitors, market maturity and demand?
Add some key points about the industry you are working in.
Describe the vision and the opportunity that the plan is based on.
The investor's question you answer here is Where are you headed, and why?
Where do you want to be in 5 years?
Where would you like to be in terms of:
Where do you want to be in 12 months? Where would you like to be in terms of:
Add a key point about your Unique Selling Point. Your USP is what will lead marketing, and help customers to choose you over alternatives. In comparison to the alternatives, why will your product or service...
Add a key point about your strategy.
How does this opportunity...
Add a key point about the opportunity that you are pursuing.
Provide your investors with a clear picture of your business: how it is structured, who owns it, who runs it, and how it is doing so far?
Add some information about the values and principles of your company.
Add some information about your successes and achievements. Think about:
Add some information about important partnerships. Think about:
Who are the key members of your management team, and what are their skills and experience?
Add some information about the capital finance situation at your company.
Add some information about the regulatory environment that affects your company. Apart from company law, what other regulations apply to your sector? Consider:
Add some information about the governance of your organization.
What is the legal status of your organization? Are you a sole trader, a limited company with shareholders, or a non-profit?
Although the executive summary appears first in the document, it is easier to complete it last, when you can summarise and prioritize the key points in your plan.
List the benefits that will come from pursuing this opportunity. Include:
List the financial aid and other support that you are seeking, so that you can take advantage of this opportunity.
Briefly summarise the opportunity that your plan describes, and why it is strategic for your company.
Add the key points about the track record of your team and your capabilities.
Add short descriptions of the key products and services which bring your mission to life and are making it happen.
Summarise the value and the difference that your organization aims to create. Mission statements are more useful if they describe the difference that you want to make to your customer's lives, rather than what you want to achieve personally. Your mission statement should directly influence strategic decisions.
Your business plan is a commercially sensitive document and you may wish to add a confidentiality statement (or non-disclosure agreement) at the front of the document.
Type in or attach your statement of confidentiality
Los mapas mentales ayudan a realizar lluvias de ideas, establecer relaciones entre conceptos, organizar y generar ideas.
Sin embargo, las plantillas de mapas mentales ofrecen una forma más fácil de empezar, ya que son estructuras que contienen información sobre un tema específico con instrucciones orientativas. En esencia, las plantillas de mapas mentales garantizan la estructura que combina todos los elementos de un tema específico y sirven como punto de partida para su mapa mental personal. Son un recurso que proporciona una solución práctica para crear un mapa mental sobre un tema concreto, ya sea para los negocios o para la educación.
Mindomo le ofrece plantillas de mapas mentales inteligentes que le permiten funcionar y pensar sin esfuerzo.
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