Business plan structure standard

Standards and methodology for preparing business plans

adopted in the Russian Federation and on international investment and financial markets. You can download it in the Word file at the bottom of this article.

By numerous requests, for information, we bring to your attention various requirements for standards and methods of preparation, execution and development of business plans prepared by the Moscow Legal Center Malina.

A business plan is a document that describes a specific business idea and possible ways to implement it.

The main function of a business plan is to assess how realistic it is to implement a given business idea, and if so, what kind of profitability the project promises and what risk it entails.

The importance of a comprehensive and thoughtful business plan cannot be overstated. A lot depends on the business plan: external financing, provision of credit from suppliers, management of operations and finance, development and marketing of the business, and ultimately the implementation of the company's mission.

However, despite the critical importance of a business plan, many entrepreneurs hesitate to the last to write a written document.

This is not least due to the fact that they simply do not know where to start, and therefore find various excuses for their inactivity - for example, lack of time or the rapid development of the market, as a result of which any business plan to the moment it is written and approved it will inevitably become outdated.

Business Plan Standards in Russia

Concise and accessible describes the business, the most important tool when considering a large number of different situations, allowing you to choose the most promising desired result and determine the means to achieve it.

So-so socially oriented.

(United Nations Industrial Development Organization (UNIDO) - an organization supporting the development of developing countries. The general structure adopted for this standard is described. The standard is especially emphasized on the detailed description of the idea. It is the most common technique.

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Business Planning Standards

A business plan serves two main purposes:

It gives the investor an answer to the question of whether it is worth investing in this investment project.
Serves as a source of information for persons directly implementing the project.

To prepare it, you need to have knowledge of various business planning standards.

A business plan helps an entrepreneur to solve the following main tasks:

to define specific directions of the firm's activity,
target markets and the firm's place in these markets;
to formulate long-term and short-term goals of the firm, strategy and tactics to achieve them.
identify persons responsible for implementing the strategy; choose the composition and determine the indicators of goods and services that will be offered by the firm to consumers.
to assess the production and trading costs for their creation and implementation;
to identify the compliance of the existing staff of the company, the conditions for motivating their work with the requirements for achieving the set goals;
to determine the composition marketing activities of the company for market research, advertising, sales promotion, pricing, sales channels, etc.
assess the financial position of the company and the correspondence of the available financial and material resources to the possibilities of achieving the set goals; to foresee difficulties, "pitfalls" that can interfere with the practical implementation of the business plan.

A business plan helps an entrepreneur answer the following questions:

what type of product or what new business to choose to enter the domestic and foreign markets;
what will be the market demand for the offered goods and services and how will it change ;
what resources and in what quantities will be required to organize a business project;
how much will the necessary resources cost and where to find reliable suppliers;
what will be the costs of organization of production and sale of products and services in the relevant markets;
what the market price of this product may be and how competitors will affect it;
what may be the total income and how it should be distributed between all participants in the business project;
what will be the performance indicators and how they can be improved

Content of the business plan

Standards and methodologies for preparing business plans

adopted in the Russian Federation and on international investment and financial markets. You can download it in the Word file at the bottom of this article.

A business plan is a document that describes a specific business idea and possible ways to implement it.

The main function of a business plan is to assess how realistic it is to implement a given business idea, and if so, what kind of profitability the project promises and what risk it entails.

However, despite the critical importance of a business plan, many entrepreneurs hesitate to the last to write a written document.

Business Plan Standards in Russia

The article describes the current requirements for the existing formats of business plans. The characteristics of standardized and free formats of investment projects and common mistakes in design processes are also given.

Existing formats for presenting business plans

The choice of the format in which the investment project will be developed and presented depends on the focus and context of the business. In the special literature, many formats are distinguished, of which the most typical for new projects are:

A short summary used to advertise the project and designed to interest potential investors.
Complete presentation with slideshow and project structure description. This format increases the chances of an entrepreneur to pay attention to his business, since an interesting story, supported by graphic materials, will force investors to carefully read the written version of the project.
A complete written copy of the draft, which is provided to interested parties for detailed study.
A plan of tactical actions aimed at implementing the company's strategy. This format does not imply external acquaintance and is used only within the company when opening new directions of activity and business, therefore, it can contain a significant amount of insider information.

Business plan formats necessarily contain information designed to solve key issues of starting and developing a business:

existing or new needs that a product or service of the company will satisfy
tools to achieve the set strategic goals;
will talk about a potential client and a description of the target market segment;
total market capacity and the planned share of the company in it;
the investment value of the project;
competitors and the company's competitive advantages over them;
business development directions;
staff structure and management apparatus;
existing risks and methods of their leveling;
ensuring the required profitability while observing the norms of operating expenses;
reaching acceptable payback periods and profitability values.

The variety of business plan formats is designed to solve project business problems in any area, the main thing is to provide a competent and effective development process that takes into account the nuances of the business. To do this, download from our website a full-fledged ready-made business plan, competently structured and containing calculations of important financial and economic indicators. Alternatively, you can order an individual turnkey business plan, created taking into account the wishes of the customer and the specifics of the chosen industry.

Standardized Business Plan Format

A standardized business plan format is used in situations where a project requires external investment. This means that the document must comply with industry requirements and the wishes of investors or credit institutions.

Standardized Business Planning Formats:

EBRD;
UNIDO;
KPMG;
recommendations of the Federal Fund for Small Business Support;
other standards and formats.

Business plan - a plan, a program for the implementation of business operations, actions of the company, containing information about the company, the product, its production, sales markets, marketing, organization of operations and their effectiveness.

A business plan is a short, accurate, accessible and understandable description of the prospective business, the most important tool when considering a large number of different situations, allowing you to choose the most promising desired result and determine the means to achieve it. A business plan is a document that allows you to manage a business, so it can be presented as an integral part of strategic planning and as a guide for execution and control. It is important to consider the business plan as the planning process itself and as a tool for internal management.

A business plan is a document in which the goals of the enterprise are formulated, their rationale is given, the ways of achieving the funds necessary for the implementation and the final financial performance indicators are determined. As a rule, it is developed for several years (more often for three to five years) with a breakdown by year. At the same time, data for the first year are usually given with a breakdown by months, and for subsequent years - on an annualized basis. Often, when drawing up plans for operating enterprises, a rolling schedule is used, in which a detailed plan for the coming year is developed annually, as well as the general business plan is revised and extended for another year.

The purpose of a business plan is to show the real chances of implementing a business idea. He not only gives a true assessment of the opportunities and risks, but shows the need (or lack thereof) in attracting additional investments, opening credit lines. In fact, a business plan shows the success of the management and the way of development of the enterprise to achieve the set goal.

The business plan has two groups of users - internal (initiator of a business idea, founders and staff of the firm) and external (potential investors, creditors, partners).

The business plan serves three main purposes:

he gives the investor an answer to the question of whether it is worth investing in this investment project;
serves as a source of information for persons directly implementing the project;
the lender, when making a decision to issue a loan, receives comprehensive information about the existing business of the borrower and its development after receiving the loan.

The business plan helps to solve the following main tasks:

a clear formulation of the company's goals, the definition of specific quantitative indicators of their implementation and the timing of their achievement;
to determine specific areas of the firm's activities,
target markets and the place of the firm in these markets;
formulate the long-term and short-term goals of the firm, the strategy and tactics for achieving them, determining specific quantitative indicators of their implementation and the timing of their achievement.
identify persons responsible for implementing the strategy; choose the composition and determine the indicators of goods and services that will be offered by the firm to consumers.
to assess the production and trading costs for their creation and implementation;
to identify the compliance of the existing staff of the company, the conditions for motivating their work with the requirements for achieving the set goals;
to determine the composition marketing activities of the company for market research, advertising, sales promotion, pricing, sales channels, etc.
assess the financial position of the company and the correspondence of the available financial and material resources to the possibilities of achieving the set goals; foresee difficulties, "pitfalls" that may interfere with the practical implementation of the business plan;
organize a system of control over the progress of the project.

Business plans are divided into the following types:

business plan of investments - presentation for a potential partner or investor of the results of marketing research, substantiation of a market development strategy, expected results;
business plan for the development of a company or firm - a plan for the development of the organization for the upcoming planning period;
a business plan for the development (creation) of a separate division of the enterprise;
a business plan for obtaining a loan from a bank or for participating in a tender.

A business plan must meet a number of requirements:

be written in simple and understandable language using concise and clear wording;
its volume should not exceed 20-25 typewritten pages;
be inclusive, i.e. include all information on the project that is of interest to the investor;
be based on real facts and reasonable proposals;
be complete, i.e. contain a strategy for achieving the set goals;
have complexity, i.e. contain production, marketing, organizational, financial support;
have a promising nature, i.e. ensure the possibility of developing further plans on its basis while maintaining the continuity of development;
have flexibility to make adjustments to the developed programs;
have a controlling nature associated with a clear description of work schedules, control timing and indicators.