The business plan summary includes information

The success of a business depends largely 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.

The business plan summary includes information

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A business plan is a comprehensive document that contains all the main aspects of planning an enterprise's activities and is developed both to justify specific investment projects and to manage current and strategic financial activities. A business plan can and should be developed both for enterprises that manufacture products and for those who specialize in providing services, trading activities, etc. This will determine both its structure and the forecast of the main parameters of its activity.

Within the framework of the business plan, goals, ways and means of achieving them are determined. As a result, the developed document will be read by potential creditors and investors, which will ensure the flow of funds to the enterprise. It is this circumstance that should be taken into account when developing the financial section of a business plan.

A business plan is a voluminous document that comprehensively reflects the company's development strategy, its sections are interrelated and are basic for financial projections.

In foreign and domestic literature, you can find various options for the structure of a business plan, as well as the names of its sections. To a large extent, this depends on what area of ​​activity a particular enterprise belongs to.

We will consider the structure and proposed titles of the sections of the business plan using the example of an enterprise that produces and sells food products. This example is related to the development of a business plan in connection with the desire of the enterprise to release a new type of product.

In fact, the resume is an extremely abbreviated version of the business plan (3-4 pages of text). This section is at the beginning, although it is written at the end of the entire work. The purpose of the summary is to present the main provisions of the developed business plan in order to give a concise idea of ​​the content of this document.

The success of a business depends a lot on proper planning. An effective project summary and business plan for the project will help analyze project prospects and interest investors. Let's talk about the basics ...

Everything you need to know on the topic: "A business plan summary - the purpose and rules of drawing up" from the point of view of professionals. You can check the relevance of information for 2021 with the specialist on duty.

Section Business Concept (summary)

A business concept (summary) is a concise, quickly readable overview of information about the intended business and the goals that the company or entrepreneur sets for itself, starting their own business or developing an existing one.

The purpose of the resume is to present the main ideas of the business plan in a concise form, as well as, if necessary, attract the attention and interest of a potential partner, investor or lender.

The order of presentation of the concept is rather free. This section should not exceed 3-4 pages. The resume is written last, and the text is usually composed of key phrases from other sections of the business plan.

The procedure for drawing up a resume:

- the main advantages and uniqueness of the proposed business, prospects for its development;

- goals and objectives of the business plan;

- economic justification and efficiency of the project;

- main financial results and projected performance for the investor and for the manufacturer.

- information about the company (date of creation and expansion, organizational and legal form, capital structure, main bank in which the company's accounts are opened, specialization and background of the company's development, company image, main consumers).

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:

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:

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