Steps on how to make a business plan - Mind Map

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This mind map acts as a dashboard for developing a business plan. It helps you organize your research and data, and answer the questions that an investor will ask.

Keywords: business plan, investors, tasks implementation, project implementation, executive summary, statement of confidentiality, business organization

Steps on how to make a business plan

All the necessary steps on how to make a business plan

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.

Name of your organization

Type in the name of your organization and press Enter.

Marketing and sales

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?

What you will sell

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:

Routes to market
Route to market

List the ways that you can reach your market segments. Examples include:

Market research

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.

Suppliers and partners
Supplier or partner

Add a supplier or partner.

Staff, knowledge and skills
Staff and skills

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.

Next steps
Next step

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.

Strategic challenges
Strategic highlights

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.

Cashflow forecast
Cashflow highlight

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.

Add a key point from the cashflow forecast.

Breakeven analysis
Breakeven highlight

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:

Profit and loss forecast
Profit and loss highlight

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.

Balance sheet forecast
Balance sheet highlight

How will your balance sheet change as a result of this initiative?

Add a key point from the balance sheet forecast.

Costs forecast
Cost highlight

How will your costs base change as a result of your initiatives? Think about:

Add a key point from the costs forecast.

Sales forecast
Sales highlight

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.

Returns and repayments
Return or repayment

Add highlights of the return or repayment plan for investors. Consider:

Investment purpose

Add a sum-up of how this investment will be spent. Include:

Investment schedule

Add a summary of how much is required and when.

The market

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.



How will you compete effectively?
Add an element of your competitive strategy. Think about:



What do the competitors do that is less attractive than your product or service?
Do they have:



What do the competitors do that is more attractive than your product or service?
Do they have:

Describe the competing product or service

Customer segment

Who are your customers? Add a target customer segment. Groupings might include:

Additional info


What solutions are you offering for customers in this segment? What value do you create for them?
Add a solution.


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.


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


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?

Market position
The industry
About the industry

Add some key points about the industry you are working in.

Vision and opportunity

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?

5-year plan
Long term goal

Where do you want to be in 5 years?
Where would you like to be in terms of:

12-month plan
Short term goal

Where do you want to be in 12 months? Where would you like to be in terms of:

Your USP
Describe your USP

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...

Your strategy
Describe your strategy

Add a key point about your strategy.

How does this opportunity...

The opportunity
Describe the opportunity

Add a key point about the opportunity that you are pursuing.

About your business

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?

Values and principles
Value or principle

Add some information about the values and principles of your company.

Achievements and track record

Add some information about your successes and achievements. Think about:

Relationships and partnerships

Add some information about important partnerships. Think about:

Management team
Key team member

Who are the key members of your management team, and what are their skills and experience?

Financial status
Financial structure

Add some information about the capital finance situation at your company.

Regulatory environment
Regulatory condition

Add some information about the regulatory environment that affects your company. Apart from company law, what other regulations apply to your sector? Consider:

Legal status

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?

Executive summary

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:

Financial requirements

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.

Team and track record
Track record

Add the key points about the track record of your team and your capabilities.

Products & Services
Product or service

Add short descriptions of the key products and services which bring your mission to life and are making it happen.

Mission statement
Your mission

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.

Statement of confidentiality

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

Confidentiality document

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Карты ума помогают проводить мозговые штурмы, устанавливать взаимосвязи между понятиями, организовывать и генерировать идеи.

Однако шаблоны mind map предлагают более простой способ начать работу, поскольку они представляют собой рамки, содержащие информацию о конкретном предмете с направляющими инструкциями. По сути, шаблоны mind map обеспечивают структуру, которая объединяет все элементы конкретной темы и служит отправной точкой для вашей личной mind map. Они представляют собой ресурс, обеспечивающий практическое решение для создания карты ума по определенной теме, будь то бизнес или образование.

Mindomo предлагает вам умные шаблоны карт разума, которые позволят вам работать и думать без усилий.

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