Methodology and technique for forming a business plan

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Methods of development and structure of a business plan on the example of a hotel

Chapter 1. Theoretical Foundations of Business Planning

1. The need for planning an enterprise business plan

1. Business plan assignment

1. Description of the services provided

Chapter 2. Methods for developing a business plan

Article author: Victor Averin

    Views: 8 671 Date: 10.1.015

If you decide to start a business - as an individual entrepreneur or as a legal entity, the first step is to calculate everything. The feasibility study will help you understand the risks and weaknesses of the project, the opportunities and the size of the required investments. In such a case, it is better to count everything, and only then invest money - this will help to avoid many mistakes and ill-considered expenses. The methodology for developing a business plan may vary depending on the type of activity, market specifics, degree of competition, etc. R.

Key Features

What should a typical business plan include? A set of information that will allow you to understand the specifics of the market, the main organizational points, project costs, as well as the size of the planned profit. The list of the main sections, their content and detailing should be formed for a specific type of activity, as well as in accordance with the goals and objectives of the project.

The methodology for developing a business plan for an online store will be radically different when calculating projects for the production of goods or for organizing retail trade. The main requirement for the content of a BP is maximum coverage of key sections, taking into account the specifics and characteristics of a particular type of activity.

The basis of the BP is the following sections:

  • marketing plan;
  • production plan;
  • financial plan.

Typical structure of a business plan:

  • introduction ;
  • project summary;
  • company description, market position, development plans;
  • description of the product (service);
  • market analysis, competitive analysis;
  • production plan;
  • sales policy;
  • financial justification.

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Students, graduate students, young scientists who use the knowledge base in their studies and work will be very grateful to you.

A business plan is a detailed, structured document, thought out and carefully prepared by managers, describing what the company is striving for, how it will achieve this goal and how everything will look after the implementation of the tasks.

The following tasks can be formulated, which are solved thanks to the business plan: defining the ways and directions in activities, markets, estimating the costs of manufacturing products, potential prices and profits, determining the need to optimize the company's staff, determining the sufficiency of material resources to achieve the goals of the company, risks are assessed.

A developed business plan for a new company or a local event can help in attracting the necessary capital, assessing the long-term prospects for organizing business activities and comparing the current state of affairs with previously planned figures. Acquisition of existing enterprises or technologies, expansion of existing production has a higher success rate due to less uncertainty.

The relevance of business planning cannot be overestimated. To start a business, you first need to start with planning. Business planning sets a specific goal and objectives. The relevance of business planning lies in the fact that it allows you to answer in advance many questions that often arise in front of a business. Where to start a business plan? Initially, from the fact that to answer a few basic questions: what do you intend to achieve and how to implement it? Of course, any business is a commercial company that is formed for the sake of generating income. What income do you want to acquire? Maximum and immediately! It's a pity, but that doesn't happen? So, you need to start with how much you can earn in the beginning. Next, how are you going to make money? Standing on the porch with outstretched hand? No, will you produce goods? Perfectly! Who will need your product? There is how many of it on the store shelves. Ah, will your product be better than others? And what exactly? You need to think about this in advance, because in our time it is hardly possible to come up with a product or service that no one else has, which means that you will have competitors who will have to be bypassed if you want to make money. Well, yes, of course, your product may be cheaper. Maybe, but due to what? Do you think that for good intentions your rent will be reduced or taxes canceled? And you can make your products cheaper at the expense of a cheaper production facility. You can reduce the cost of production by lowering transport costs. You can buy cheaper components, but where? And will this not affect the quality of the products? And one more question - who will be your client? How much is he willing to pay for your product? These are just the most important questions that a novice businessman who is going to write a business plan must ask himself. And behind these there will also be many others: the planned financial results, the payback period, the need for financing and its sources, the availability of equipment, the number of jobs and many others.

In this work, a business plan was drawn up for the company "Rosnabenergo-ZHBI" in order to expand the range. The company plans to actively advertise new products. There is not enough advertising on the concrete products market today, which indicates that this market segment has not yet entered the saturation stage.

Managers of the company in their practice are guided by commodity differentiated marketing. In the future, the company's management considers it necessary to have its own trademark. Rosnabenergo-ZhBI products must be recognizable.

The level of the prices for the products planned by the companies means that they are developing pricing strategies. It was on this basis that Rosnabenergo-ZhBI chose the following strategies:

Methods that implement analytical research in business planning provide an understanding of the industry, the competition in this industry, and the market in which the projected business will operate (Figure 8).

To develop a business plan of proper quality, you need to understand the essence of the concepts of "industry", "market", "macroenvironment".

An industry is a set of firms that release one product or one type of service on the market, competing with each other on the market for this product (service). A market is a territory where sellers and buyers meet to exchange what represents value.

The macro environment is represented by the factors of the distant environment: the most common forces, events and trends that are not directly related to the operational activities of the organization, but generally form the business context.

Fig. 8. . Diagram of the relationship of methods that implement analytical research in business planning

According to the legislation of the Russian Federation, the industry is made up of manufacturers of a similar or directly competing product, which account for the bulk (more than 50%) of the production of such a product.

Based on the above definitions, we can conclude that "industry" defines our competitors, and "market" defines our capabilities and our customers.

The scientific literature presents different approaches to the study of the factors of the external and internal environment of the organization.

Let's list the main methods and approaches that are used to implement analytical research in business planning in the context of the named objects of analysis (Table 8.). This group of methods consists mainly of methods of strategic planning, marketing and financial analysis. They have varying degrees of formalization and are often implemented using table templates and / or software.

The success of the above methods is largely determined by the professionalism, analytical and creative abilities of specialists dealing with planning problems. In the development of planning solutions based on them, both company specialists and third-party experts are involved. These types of analysis make it possible to substantiate the reaction of a particular enterprise to a set of factors of the macro-, business environment (including the industry and the market) in which the enterprise will operate, taking into account the state of its internal environment.

Methodology for developing a business plan for creating a new enterprise


Chapter 1. Methodological foundations for developing a business plan

1. ... Conceptual framework and principles of business planning

1. ... Basic methods and tools for developing a business plan

1. ... Development of project proposals in a business plan

Chapter 2. Technology for developing a business plan

2. ... analysis of the initial information for a business plan

2. ... Business plan structure

2. ... Researching the investment component of a business plan

Chapter 3. Development of a business plan for the creation of a motor transport company in the region

3. ... Assessment and forecasting of the development of the passenger services market

3. ... Brief description of the enterprise

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