Business plan summary assignment

The purpose of a business plan summary is to give a potential investor in a few minutes to get an idea of ​​the content of the entire document. Therefore, a business plan summary must meet two requirements:

• It should be short, no more than two or three pages.
• It should reflect as fully as possible all aspects that are touched upon in the document.

Their study should be approached responsibly, taking into account the fact that potential investors very often make their decision just after reading the resume. There is also no doubt that after reading it, the investor concludes for himself whether it is worth reading the entire business plan of the project as a whole. That is, the resume should make a favorable impression with a lot of information saturation.

Introductory part of the resume

The content of the executive summary, as already mentioned, should include a brief overview of all other sections of the plan. By virtue of this, it makes sense to start it with an introduction, where you should put basic information about the organization or enterprise that should be engaged in the implementation of the project. This part of the summary contains the following points:

• Date of foundation of the company;
• Its location;
• The main directions of its activities;
• What goals it sets for is the management of the enterprise;
• Description of the customer base, which the company's products are focused on.

The main body of the business plan summary

The main part of this section provides a comprehensive overview of the characteristics and parameters of the project that the enterprise or organization will undertake. The main part may contain the following items:

• General indicators of production at the moment.
• Indicators of production, which the authors of the project expect to reach after its implementation. Items in which indicators of production, both real and prospective, are given, include, in addition to the figures for output, also indicators of production profitability.
• The profitability indicators contain the values ​​of the gross income from sales of products at the current moment and the prospective values ​​of the gross income that are expected to be achieved. They also include the calculation of current costs to support the production process, the amount of investment required for the implementation of the project and the calculation of current costs required to ensure production in the future.
• The goals that the enterprise should achieve with such indicators. For example, the conquest of a certain segment of the market for similar products with the ratio of its price and quality achieved as a result of the successful implementation of the project.
• Description of the prospects that will open before the enterprise after the implementation of the project.
• Anchor points for the application of forces and means that will allow you to succeed.
• It is also wise to include in this part of the resume a description of the obstacles and difficulties the project may face. In the same paragraph, a list of measures should be given to avoid or minimize risks.

Additional points of the business plan summary

The success of a business largely depends on proper planning. An effective project summary and business plan for the project will help analyze project prospects and interest investors. We will tell you about the basic rules for creating a business plan summary using specific examples.

Many aspiring entrepreneurs make the mistake of thinking that creating a summary of a business plan and the business plan itself is a waste of paperwork. In fact, these documents help not only to calculate the investment and profitability of the future enterprise, but also to create a financial development plan. Clear planning and accurate calculations are the foundation of any business.

What is a business plan summary and why you need it

Business plan summary - a document that includes basic information about the project. This part of the business plan is intended for quick acquaintance with the main business idea, required investments and resources, competitive advantages and ways of project implementation. The business plan summary acts in part as a presentation of the project. It is usually located on the second page of the business plan.

There is no defined template for a business plan summary. The main thing is that the document reflects all the important details of the project. In addition to the informational function, there is also an exclusively practical purpose of a business plan summary. It is necessary to resolve such issues:

consideration and approval of a loan for the implementation of the project;

presentation of the project to investors in order to attract third-party capital investments;

applying for subsidies from government agencies or funds for business development;

business representation to attract partners and contractors;

fund replenishment through leasing and factoring.

In general, the business plan as the main document is a detailed view and calculations required for the implementation of the project. The executive summary of the business plan, an example of which can be viewed and downloaded here, is concise and concise.

Read here how to draw up a business plan

Typically, a business plan summary includes:

The most important part of the business plan is the executive summary - a summary of the content of the entire document. It contains goals and objectives, planned indicators, the amount of start-up costs and the expected payback of the project. Potential investors often only read this part of the plan. If it doesn't make a positive impression, they lose interest in the project and don't invest in it. We will tell you about the rules for compiling a summary of a business plan and what information needs to be reflected in it.

What is a business plan summary and what is it for

The business plan is drawn up according to a certain structure. The details may vary, but the content of the plans is almost always the same. For example, let's take the requirements of the European Bank for Reconstruction and Development:

• Title page.
• Summary.
• History of the company and description of current activities.
• Financial condition and loans.
• Investment plan of the project.
• Description of the manufacturing process.
• Financial valuation.
• Environmental Assessment.
• Schedules for obtaining loans and their repayment.
• Equipment and work for which credit is required.
• SWOT analysis.
• The main risks and methods of overcoming them.

In this article, we will dwell on the summary in detail. This section is fundamentally important because it summarizes the entire content of the business plan. It is with him that investors and creditors first get acquainted. If the resume interests them, they will read the entire plan and, possibly, participate in the project. If the resume is weak and does not seem promising, investors will refuse further acquaintance with the project.

What is a business plan summary? This is a quick summary of the basic data of the business plan - goals, initial investment amount, expected ROI and results.

Large lenders regularly have to process a large flow of proposals to invest in a "promising" project. A business plan can take several tens of pages and it is physically impossible for investors to familiarize themselves with each of them. Often they are limited to reading the first page with general summaries of goals and numbers. Therefore, writing a resume is such a crucial stage - the success of the project with investors depends on its content.

The resume is also important for the author of the project: it is a short list of tasks that he must solve for the business to flourish, and the indicators that must be achieved for success.

Writing a resume is one of the most crucial stages in developing a business plan

Summary content

A resume is a "squeeze" of all the content of a business plan. It will summarize the findings and key indicators of each section.

What information is included in the business plan summary:

• data on an entrepreneur or legal entity;
• data on the project, its competitive advantages, prospects;
• financial data - costs, expected income and payback.

We continue to write a business plan for Entrepreneur-Pro. After we have finished getting acquainted with the title page, we move on to the second point - the content and summary of the business plan. The characteristic of these two elements is that they are on the first pages of the business plan, but they are written at the end when all other elements are completed. This is done because in this way the best structuredness and clarity of this element is achieved.

Content and summary of the business plan

Content helps the reader navigate the business plan more easily. It is unlikely that an investor or reader will read a business plan from start to finish. And don't be confused by this, but you will make great content and a summary of the business plan.

There are no specific rules for creating the content of a business plan. Just type a heading for the "Table of Contents" item and leave a space where you will insert the headings of all the elements of the plan. If you work with MS Word or Open Office, make sure that all subsequent headings and subheadings are in one of the Headings styles.

Business plan summary

Business plan readers, who are investors, have two options: they either finish reading the business plan on the resume, or they finish reading the resume and turn the pages in search of the section that interests them the most. Now, do you understand how important it is to create an attractive, engaging and impressive resume? It can provide the means to realize your business idea and start your small business.

Previously, it was said that the resume should be written last after you have finished with all other questions that are part of your business plan. But this issue can be viewed from a different point of view. We can write a "trial resume" that will guide you through the rest of the business plan elements, and finally adapt it to the completed elements. The resume should include the main elements of all questions that are part of the business plan.

Start with a brief history of your business in response to the questions:

• When was your business created (or will it be created)?
• Where is (or where will it be located)?
• What is the main business idea?
• What or what problems in the market (i.e. consumers) will it solve?
• Who are the main customers (i.e. your target audience)?
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Then enter the following subheadings:

• Key indicators.
• Targets.
• Mission.
• Key elements of success.

Business Highlights

The most important part of the business plan is the executive summary - a summary of the content of the entire document. It contains goals and objectives, planned indicators, the amount of start-up costs and the expected payback of the project. Potential investors often only read this part of the plan. If it doesn't make a positive impression, they lose interest in the project and don't invest in it. We will tell you about the rules for compiling a summary of a business plan and what information needs to be reflected in it.

What is a business plan summary and what is it for

The business plan is drawn up according to a certain structure. The details may vary, but the content of the plans is almost always the same. For example, let's take the requirements of the European Bank for Reconstruction and Development:

• Title page.
• Summary.
• History of the company and description of current activities.
• Financial condition and loans.
• Investment plan of the project.
• Description of the manufacturing process.
• Financial valuation.
• Environmental Assessment.
• Schedules for obtaining loans and their repayment.
• Equipment and work for which credit is required.
• SWOT analysis.
• The main risks and methods of overcoming them.

In this article, we will dwell on the summary in detail. This section is fundamentally important because it summarizes the entire content of the business plan. It is with him that investors and creditors first get acquainted. If the resume interests them, they will read the entire plan and, possibly, participate in the project. If the resume is weak and does not seem promising, investors will refuse further acquaintance with the project.

What is a business plan summary? This is a quick summary of the basic data of the business plan - goals, initial investment amount, expected ROI and results.

Large lenders regularly have to process a large flow of proposals to invest in a "promising" project. A business plan can take several tens of pages and it is physically impossible for investors to familiarize themselves with each of them. Often they are limited to reading the first page with general summaries of goals and numbers. Therefore, writing a resume is such a crucial stage - the success of the project with investors depends on its content.

The resume is also important for the author of the project: it is a short list of tasks that he must solve for the business to flourish, and the indicators that must be achieved for success.

Writing a resume is one of the most crucial stages in developing a business plan

Resume content