Business plan template: excel form and word blank

In today's article, we will tell you in detail how to write a business plan on your own. After all, a business plan is not only your business card for any investor, but also a detailed description of your goals and methods of achieving them.

So, below is a step-by-step instruction from which you will learn what your business plan must contain. It is universal and suitable for both individual entrepreneurs, LLCs and companies with any organizational and legal form.

Highlights

Description or summary

Suppose you yourself know very well what your project is and what goals it pursues. But for the presentation of the project, the investor needs to immediately make it clear what you actually want from him and why.

Therefore, the first paragraph of any business plan is a resume, that is, a short description of your startup.

Here you need to indicate what kind of company you are opening, what it will do, what is its purpose, what target audience is it focused on (this also applies to the production of any products and the provision of various services).

The resume should briefly and clearly justify the need to create and develop your business.

Legal plan

Includes company registration form, founders, documentation (for example, charter or collective agreement).

Consumer properties of the product

How to write a business plan

Drawing up a business plan will not take much time and effort if you use a ready-made template and fill it with specifics in accordance with your business project.

A template is a template that you follow to create a business plan.

It usually includes the following items:

Analysis of the industry to which the project belongs and directions of its development.

The segment of the market that you plan to occupy.

Analysis of competition in this market segment.

Strategy of the future company or enterprise and risk assessment.

Marketing plan and sales strategy.

Social and Environmental Commitment.

Business exit conditions.

MS Office when developing a business plan

Despite the variety of software for developing business plans,

Learn how to write a business plan yourself, how to do it right. The material contains instructions with which you can write your business plan.

Also, the plan must contain detailed information about the future own business, and the financial part, including the necessary start-up capital, and the payback period of the project. So, in order to make it clearer for you what is at stake, let's consider a business plan template, using the example of a small hotel.

Business plan template - with the contents of the business plan

On the very first page of the aforementioned document, according to generally accepted norms, its content must be posted without fail. Such requirements are introduced so that when familiarizing with your business plan, investors or partners do not waste a lot of time looking for the necessary information, but can briefly get acquainted with the idea and financial part of your project.

So, the content of any business plan should include the following mandatory points:

  • project summary;
  • information about the personnel and structures involved in the project;
  • subjective assessment of the profitability of the future business;
  • marketing part;
  • description of products sold (or services provided);
  • technical part;
  • organizational part;
  • production plan;
  • investments;
  • payback period of the project;
  • possible risks.

Now that we know what the content should look like, let's take a look at each point separately.

Project Summary

This item implies a detailed description of your future business, including all its main parameters. Since we are considering a plan template, using the example of a hotel, then we will have corresponding parameters.

So, first, you should come up with a name for your future business. In our case, it will be OJSC "Hotel". The abbreviation "OJSC" must be indicated, because when familiarizing with your project, investors and partners will pay special attention to the type of private enterprise.

Next, we indicate its geographical position. For example, our hotel is located in a 5-storey building in the city of Moscow, in one of the sleeping areas, not far from the center. This is also considered important information, because in the future its profitability will depend on the location of the business.

The next paragraph of the summary is the amount of start-up capital and investments, as well as the payback period of this project. In the case of a hotel, we indicate that our business project is designed for 5 years and includes the cost of equipping 100 rooms, with a total amount of about 750,000 rubles.

As for investments, they will be taken from the following sources:

How to write a business plan on one page? (January)

Having a business plan is a must, whether your goal is to build a one-man freelance business or a multi-million dollar venture. However, if you want to start a simple business with products or services as a sole proprietor or a single-person corporation, you don't need a 50 page business plan. A shorter plan will suffice - especially if you don't need to impress financial institutions or investors to fund debt or equity.

The quick and easy one-page business plan in this article (for both businesses and businesses) can get you started.

If your company is a partnership, requires multiple employees, or needs funding, you may need a more robust business plan - see this Step by Step Business Plan Writing Guide for a detailed description of how to write each section of the complete plan.

Keep in mind that a business plan is a living document and you can always start with a one-page plan and expand it with additional details as needed. You can articulate the business overview, vision, goals, and action items on one page, but you may need more information in the financial and marketing information sections. For example, you can add an extra page to your pricing strategy for income and expense reports and another page for break-even analysis in advertising and promotions.

Business plan structure

A one-page business plan should provide concise answers to a few basic questions that any business plan must address:

  • What is needed for your product or service?
  • What is your competition and how will you differentiate yourself in the marketplace?
  • How will you Earn Money? e. what are your sales and costs?
  • How will you market your business?
  • How will you get started? What are your capital requirements?

How to use templates

Sample templates can be copied to Word, Excel or similar office document by selecting the text and using copy / paste (using Windows, draw the text to be selected with the mouse and press CTRL-C to copy and CTRL -V for paste).

A universal business plan template will help predict the growth prospects of a startup, determine financial needs and assess possible risks. This document with a detailed description of the goals and the ways to achieve them is used as a model for creating and starting an enterprise from scratch.

How many sections does a typical business plan contain

Each business plan template should have the following sections:

  • Summary.
  • Descriptive part: information about the enterprise.
  • Descriptive part: goods or services sold.
  • Analytical part with characteristics of the market in which the company operates.
  • Marketing plan.
  • Production plan.
  • Organizational plan.
  • Risk analysis.
  • Financial plan.

All points of the business plan must be presented in strict sequence. Whatever the area of ​​business, their order does not change.

The following items can be added to the business plan:

  • explanatory section,
  • policy note,
  • letters of recommendation from experts,
  • investment section with details about the amount of borrowed capital.

When drafting the content, you need to allocate space for quantitative and qualitative indicators that justify the relevance of the project.

Resume

The resume is placed on the second page after the title page. This document summarizes the essence of the project and its relevance.

  • the text should be as informative and laconic as possible,
  • current financial data are provided and justified by calculations,
  • all qualitative and quantitative indicators must be supported by appropriate links.

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