Classification of business plans by goals

A business plan is a working tool not only for existing, but also for newly created enterprises. It is used in all spheres of entrepreneurial activity, regardless of the scale, forms of ownership and organizational and legal forms of enterprises. Before proceeding with the development of a business plan, it is necessary to define the mission (goals) of this development. And already on the basis of this, evaluate the business plan according to various criteria (criteria), which will allow you to clearly organize the planning process at the lowest cost.

Business plans are classified according to the following criteria:

1. By development goals, business plans are:

investment - aimed at introducing innovations in the form of new technologies, products or entering the market with a traditional product. This is done through new construction or expansion of an existing enterprise or reconstruction, modernization, technical re-equipment
to develop a development strategy for the organization
to plan the organization's activities
for financial recovery operating company

2. By the object of planning. The business plan can plan the activities of the following entities:

the enterprise as a whole (new or existing)
associations (groups) of enterprises
an investment project (business line)

3. By end users. Business plans can be targeted:

for the internal use of the entrepreneur himself or the management of the company (as a means of self-organization);
banks, investors, shareholders;
regional administration;
business partners (buyers, sponsors, lessors, etc.).

4. According to the duration of the tasks to be solved (planning horizon), the following types of business plans are distinguished:

strategic (long-term), representing a set of the main goals of the enterprise and ways to achieve them over a long period of time;
tactical (medium-term), covering a shorter period ( 3-5 years), are used to support strategic plans, contain more precise definitions of actions, more details and specifications;
operational (short-term), which is a system of budgeting the activities of the enterprise as a whole and its divisions for the next financial year with the allocation of planned tasks to ensure all areas of the financial and economic activities of the organization.

5. According to the complexity of the project, projects are distinguished between simple, complex and very complex.

6. Under the terms of confidentiality, a business plan is formed:

official - intended for promising partners, investors, sponsors and gives an idea of a common goal;
working - is a daily working document for the head of the enterprise, the development team and consultants. A working business plan must be particularly confidential as it usually contains information that is not included in a formal business plan, such as capital going into the business, competitor information, or marketing strategy. The information in the work plan should be located under the same headings as in the official one, so that it is easy to use and make changes to both documents.

Business plans are classified according to the following criteria:

1. By development goals, business plans are:

investment - aimed at introducing innovations in the form of new technologies, products or entering the market with a traditional product. This is done through new construction or expansion of an existing enterprise or reconstruction, modernization, technical re-equipment
to develop a development strategy for the organization
to plan the organization's activities
for financial recovery operating company

2. By the object of planning. The business plan can plan the activities of the following entities:

the enterprise as a whole (new or existing)
associations (groups) of enterprises
an investment project (business line)

3. By end users. Business plans can be targeted:

for the internal use of the entrepreneur himself or the management of the company (as a means of self-organization);
banks, investors, shareholders;
regional administration;
business partners (buyers, sponsors, lessors, etc.).

4. According to the duration of the tasks to be solved (planning horizon), the following types of business plans are distinguished:

strategic (long-term), representing a set of the main goals of the enterprise and ways to achieve them over a long period of time;
tactical (medium-term), covering a shorter period ( 3-5 years), are used to support strategic plans, contain more precise definitions of actions, more details and specifications;
operational (short-term), which is a system of budgeting the activities of the enterprise as a whole and its divisions for the next financial year with the allocation of planned tasks to ensure all areas of the financial and economic activities of the organization.

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Before starting a project, you definitely need to know what result (product) you want to get. And sometimes this product needs to be described in the most careful way. In other words, you need to know what requirements the customer has for the product. The complete set of these requirements is called the requirements catalog, or specification. Small and complex projects usually have thousands of requirements. Business analysis is exactly what allows you to identify problems and determine what is required to overcome them. In large projects such as software development, collecting requirements is one of the most important stages of the project life cycle, which can take several weeks / months. To identify requirements, a series of structured interviews with customers are conducted, which allow us to accurately determine their wishes for the finished product. An attempt to find out directly from the customer what results he needs can end in failure: the customer will put forward more and more new requirements, so you simply will not be able to satisfy them. Remember, any requirement affects the duration and cost of the project. Accordingly, when getting a detailed list of requirements, you need to know if they are:

Functional requirements are system requirements. Business requirements are equivalent to business goals. Between them are User Requirements, User Requirements. User requirements are formulated in terms of a domain, and functional requirements are formulated in terms of a system.

Business processes are the very beginning of work. For example, consider the RUP / MSF processes (simplified sequence): 1. Business modeling 2. Requirements elicitation 3. RUP: Analysis and design, MSF: conceptual, logical and physical design 4. Implementation 5. Testing 6. Pilot operation 7. Support and system development

Quite simplified: 1. From the customer comes the initial concept of the system (in several sentences what they want, what it will achieve, etc.) - in fact, these are the business requirements. 2. We start modeling business processes that we want to automate (here ARIS, IDEF0 / IDEF3, UML will help us), perhaps we are building an additional model (optimized), in which business processes after automation will be written. 3. Shake out the requirements for the developed system from the customer (these will be user requirements). 4. Based on user requirements, we formulate functional requirements for the system (user requirements are not the only source of functional requirements).

A typical structure of requirements looks like “The system should ... / a statement about the required functional behavior of the system /” or “the system should allow… / a statement about the possibility provided to the user or an external system /.

For example: "The system must keep a log of all user actions" or "The system must allow creating new Projects."

An example of the difference between user and functional requirements: Custom: "The system should print reports" Functional: "The system should provide printing reports, provide the ability to select and configure a local or network printer, select the paper orientation" ...

User and functional requirements are generally related. This is necessary to track the dependencies of requirements from each other. In requirements management systems (for example, Borland CaliberRM, TelelogicDoors, Rational RequisitePro) there are so-called "trace matrices" for this, where dependencies between requirements are graphically shown with arrows.

It is important to keep custom requirements to keep them intact, track where they originate (down to a specific person), prioritize them (from the user's point of view), etc.

Development process diagram with requirements levels

Formation and analysis of requirements

Why choose us?

A business plan is the first document that an investor sees when getting to know your company or your business idea. The types of business plans can be different in their scale, and in the field of the analyzed activity, and in the state of the market economy and other characteristics.

The types of business plans can be classified according to different reasons:

a costly business plan, the development of which is aimed at obtaining funding from outside. Today, many lenders do not disburse funds until they have verified the feasibility and profitability of investments with the help of a business plan;
a strategic business plan aimed at developing an organization's development strategy;
the current business a plan representing the development opportunities of the enterprise in the current market situation.

3. By the methods used:

developed on the basis of UNIDO - an international methodology, which is the most common in the business practice of many countries;
developed on the basis of domestic methods (methodology "Pro-Invest -Consult ", methods of the Federal Fund supporting small businesses, etc.);
developed on the basis of other methods (including those that are followed by many companies offering business plan services).

aimed at creating a company, a new product, innovative technology. These types of business plans help to study promising markets for products, calculate the volume of their sales, estimate production costs, etc.;
aimed at financial recovery or development of the company. Such business plans allow an already existing enterprise to identify its weaknesses and eliminate the reasons for unprofitability, low profit, low sales volumes, etc.

The types of business plans can be different, but high quality and professional approach to each of them is the factor that unites them. Our company can offer its clients an individual approach to the preparation of any business plan.