24 of My Favorite Sample Business Plans & Examples For Your Inspiration

Clifford Chi

Published: February 06, 2024

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I believe that reading sample business plans is essential when writing your own.

sample business plans and examples

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As you explore business plan examples from real companies and brands, it’s easier for you to learn how to write a good one.

But what does a good business plan look like? And how do you write one that’s both viable and convincing. I’ll walk you through the ideal business plan format along with some examples to help you get started.

Table of Contents

Business Plan Format

Business plan types, sample business plan templates, top business plan examples.

Ask any successful sports coach how they win so many games, and they’ll tell you they have a unique plan for every single game. To me, the same logic applies to business.

If you want to build a thriving company that can pull ahead of the competition, you need to prepare for battle before breaking into a market.

Business plans guide you along the rocky journey of growing a company. And if your business plan is compelling enough, it can also convince investors to give you funding.

With so much at stake, I’m sure you’re wondering where to begin.

a small business plan sample

  • Outline your idea.
  • Pitch to investors.
  • Secure funding.
  • Get to work!

You're all set!

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First, you’ll want to nail down your formatting. Most business plans include the following sections.

1. Executive Summary

I’d say the executive summary is the most important section of the entire business plan. 

Why? Essentially, it's the overview or introduction, written in a way to grab readers' attention and guide them through the rest of the business plan. This is important, because a business plan can be dozens or hundreds of pages long.

There are two main elements I’d recommend including in your executive summary:

Company Description

This is the perfect space to highlight your company’s mission statement and goals, a brief overview of your history and leadership, and your top accomplishments as a business.

Tell potential investors who you are and why what you do matters. Naturally, they’re going to want to know who they’re getting into business with up front, and this is a great opportunity to showcase your impact.

Need some extra help firming up those business goals? Check out HubSpot Academy’s free course to help you set goals that matter — I’d highly recommend it

Products and Services

To piggyback off of the company description, be sure to incorporate an overview of your offerings. This doesn’t have to be extensive — just another chance to introduce your industry and overall purpose as a business.

In addition to the items above, I recommend including some information about your financial projections and competitive advantage here too.:

Keep in mind you'll cover many of these topics in more detail later on in the business plan. So, keep the executive summary clear and brief, and only include the most important takeaways.

Executive Summary Business Plan Examples

This example was created with HubSpot’s business plan template:

business plan sample: Executive Summary Example

This executive summary is so good to me because it tells potential investors a short story while still covering all of the most important details.

Business plans examples: Executive Summary

Image Source

Tips for Writing Your Executive Summary

  • Start with a strong introduction of your company, showcase your mission and impact, and outline the products and services you provide.
  • Clearly define a problem, and explain how your product solves that problem, and show why the market needs your business.
  • Be sure to highlight your value proposition, market opportunity, and growth potential.
  • Keep it concise and support ideas with data.
  • Customize your summary to your audience. For example, emphasize finances and return on investment for venture capitalists.

Check out our tips for writing an effective executive summary for more guidance.

2. Market Opportunity

This is where you'll detail the opportunity in the market.

The main question I’d ask myself here is this: Where is the gap in the current industry, and how will my product fill that gap?

More specifically, here’s what I’d include in this section:

  • The size of the market
  • Current or potential market share
  • Trends in the industry and consumer behavior
  • Where the gap is
  • What caused the gap
  • How you intend to fill it

To get a thorough understanding of the market opportunity, you'll want to conduct a TAM, SAM, and SOM analysis and perform market research on your industry.

You may also benefit from creating a SWOT analysis to get some of the insights for this section.

Market Opportunity Business Plan Example

I like this example because it uses critical data to underline the size of the potential market and what part of that market this service hopes to capture.

Business plans examples: Market Opportunity

Tips for Writing Your Market Opportunity Section

  • Focus on demand and potential for growth.
  • Use market research, surveys, and industry trend data to support your market forecast and projections.
  • Add a review of regulation shifts, tech advances, and consumer behavior changes.
  • Refer to reliable sources.
  • Showcase how your business can make the most of this opportunity.

3. Competitive Landscape

Since we’re already speaking of market share, you'll also need to create a section that shares details on who the top competitors are.

After all, your customers likely have more than one brand to choose from, and you'll want to understand exactly why they might choose one over another.

My favorite part of performing a competitive analysis is that it can help you uncover:

  • Industry trends that other brands may not be utilizing
  • Strengths in your competition that may be obstacles to handle
  • Weaknesses in your competition that may help you develop selling points
  • The unique proposition you bring to the market that may resonate with customers

Competitive Landscape Business Plan Example

I like how the competitive landscape section of this business plan below shows a clear outline of who the top competitors are.

Business plans examples: Competitive Landscape

It also highlights specific industry knowledge and the importance of location, which shows useful experience in this specific industry. 

This can help build trust in your ability to execute your business plan.

Tips for Writing Your Competitive Landscape

  • Complete in-depth research, then emphasize your most important findings.
  • Compare your unique selling proposition (USP) to your direct and indirect competitors.
  • Show a clear and realistic plan for product and brand differentiation.
  • Look for specific advantages and barriers in the competitive landscape. Then, highlight how that information could impact your business.
  • Outline growth opportunities from a competitive perspective.
  • Add customer feedback and insights to support your competitive analysis.

4. Target Audience

Use this section to describe who your customer segments are in detail. What is the demographic and psychographic information of your audience?

If your immediate answer is "everyone," you'll need to dig deeper. Here are some questions I’d ask myself here:

  • What demographics will most likely need/buy your product or service?
  • What are the psychographics of this audience? (Desires, triggering events, etc.)
  • Why are your offerings valuable to them?

I’d also recommend building a buyer persona to get in the mindset of your ideal customers and be clear on why you're targeting them.

Target Audience Business Plan Example

I like the example below because it uses in-depth research to draw conclusions about audience priorities. It also analyzes how to create the right content for this audience.

Business plans examples: Target Audience

Tips for Writing Your Target Audience Section

  • Include details on the size and growth potential of your target audience.
  • Figure out and refine the pain points for your target audience , then show why your product is a useful solution.
  • Describe your targeted customer acquisition strategy in detail.
  • Share anticipated challenges your business may face in acquiring customers and how you plan to address them.
  • Add case studies, testimonials, and other data to support your target audience ideas.
  • Remember to consider niche audiences and segments of your target audience in your business plan.

5. Marketing Strategy

Here, you'll discuss how you'll acquire new customers with your marketing strategy. I’d suggest including information:

  • Your brand positioning vision and how you'll cultivate it
  • The goal targets you aim to achieve
  • The metrics you'll use to measure success
  • The channels and distribution tactics you'll use

I think it’s helpful to have a marketing plan built out in advance to make this part of your business plan easier.

Marketing Strategy Business Plan Example

This business plan example includes the marketing strategy for the town of Gawler.

In my opinion, it really works because it offers a comprehensive picture of how they plan to use digital marketing to promote the community.

Business plans examples: Marketing Strategy

Tips for Writing Your Marketing Strategy

  • Include a section about how you believe your brand vision will appeal to customers.
  • Add the budget and resources you'll need to put your plan in place.
  • Outline strategies for specific marketing segments.
  • Connect strategies to earlier sections like target audience and competitive analysis.
  • Review how your marketing strategy will scale with the growth of your business.
  • Cover a range of channels and tactics to highlight your ability to adapt your plan in the face of change.

6. Key Features and Benefits

At some point in your business plan, you'll need to review the key features and benefits of your products and/or services.

Laying these out can give readers an idea of how you're positioning yourself in the market and the messaging you're likely to use. It can even help them gain better insight into your business model.

Key Features and Benefits Business Plan Example

In my opinion, the example below does a great job outlining products and services for this business, along with why these qualities will attract the audience.

Business plans examples: Key Features and Benefits

Tips for Writing Your Key Features and Benefits

  • Emphasize why and how your product or service offers value to customers.
  • Use metrics and testimonials to support the ideas in this section.
  • Talk about how your products and services have the potential to scale.
  • Think about including a product roadmap.
  • Focus on customer needs, and how the features and benefits you are sharing meet those needs.
  • Offer proof of concept for your ideas, like case studies or pilot program feedback.
  • Proofread this section carefully, and remove any jargon or complex language.

7. Pricing and Revenue

This is where you'll discuss your cost structure and various revenue streams. Your pricing strategy must be solid enough to turn a profit while staying competitive in the industry. 

For this reason, here’s what I’d might outline in this section:

  • The specific pricing breakdowns per product or service
  • Why your pricing is higher or lower than your competition's
  • (If higher) Why customers would be willing to pay more
  • (If lower) How you're able to offer your products or services at a lower cost
  • When you expect to break even, what margins do you expect, etc?

Pricing and Revenue Business Plan Example

I like how this business plan example begins with an overview of the business revenue model, then shows proposed pricing for key products.

Business plans examples: Pricing and Revenue

Tips for Writing Your Pricing and Revenue Section

  • Get specific about your pricing strategy. Specifically, how you connect that strategy to customer needs and product value.
  • If you are asking a premium price, share unique features or innovations that justify that price point.
  • Show how you plan to communicate pricing to customers.
  • Create an overview of every revenue stream for your business and how each stream adds to your business model as a whole.
  • Share plans to develop new revenue streams in the future.
  • Show how and whether pricing will vary by customer segment and how pricing aligns with marketing strategies.
  • Restate your value proposition and explain how it aligns with your revenue model.

8. Financials

To me, this section is particularly informative for investors and leadership teams to figure out funding strategies, investment opportunities, and more.

 According to Forbes , you'll want to include three main things:

  • Profit/Loss Statement - This answers the question of whether your business is currently profitable.
  • Cash Flow Statement - This details exactly how much cash is incoming and outgoing to give insight into how much cash a business has on hand.
  • Balance Sheet - This outlines assets, liabilities, and equity, which gives insight into how much a business is worth.

While some business plans might include more or less information, these are the key details I’d include in this section.

Financials Business Plan Example

This balance sheet is a great example of level of detail you’ll need to include in the financials section of your business plan.

Business plans examples: Financials

Tips for Writing Your Financials Section

  • Growth potential is important in this section too. Using your data, create a forecast of financial performance in the next three to five years.
  • Include any data that supports your projections to assure investors of the credibility of your proposal.
  • Add a break-even analysis to show that your business plan is financially practical. This information can also help you pivot quickly as your business grows.
  • Consider adding a section that reviews potential risks and how sensitive your plan is to changes in the market.
  • Triple-check all financial information in your plan for accuracy.
  • Show how any proposed funding needs align with your plans for growth.

As you create your business plan, keep in mind that each of these sections will be formatted differently. Some may be in paragraph format, while others could be charts or graphs.

The formats above apply to most types of business plans. That said, the format and structure of your plan will vary by your goals for that plan. 

So, I’ve added a quick review of different business plan types. For a more detailed overview, check out this post .

1. Startups

Startup business plans are for proposing new business ideas.

If you’re planning to start a small business, preparing a business plan is crucial. The plan should include all the major factors of your business.

You can check out this guide for more detailed business plan inspiration .

2. Feasibility Studies

Feasibility business plans focus on that business's product or service. Feasibility plans are sometimes added to startup business plans. They can also be a new business plan for an already thriving organization.

3. Internal Use

You can use internal business plans to share goals, strategies, or performance updates with stakeholders. In my opinion, internal business plans are useful for alignment and building support for ambitious goals.

4. Strategic Initiatives

Another business plan that's often for sharing internally is a strategic business plan. This plan covers long-term business objectives that might not have been included in the startup business plan.

5. Business Acquisition or Repositioning

When a business is moving forward with an acquisition or repositioning, it may need extra structure and support. These types of business plans expand on a company's acquisition or repositioning strategy.

Growth sometimes just happens as a business continues operations. But more often, a business needs to create a structure with specific targets to meet set goals for expansion. This business plan type can help a business focus on short-term growth goals and align resources with those goals.

Now that you know what's included and how to format a business plan, let's review some of my favorite templates.

1. HubSpot's One-Page Business Plan

Download a free, editable one-page business plan template..

The business plan linked above was created here at HubSpot and is perfect for businesses of any size — no matter how many strategies we still have to develop.

Fields such as Company Description, Required Funding, and Implementation Timeline give this one-page business plan a framework for how to build your brand and what tasks to keep track of as you grow.

Then, as the business matures, you can expand on your original business plan with a new iteration of the above document.

Why I Like It

This one-page business plan is a fantastic choice for the new business owner who doesn’t have the time or resources to draft a full-blown business plan. It includes all the essential sections in an accessible, bullet-point-friendly format. That way, you can get the broad strokes down before honing in on the details.

2. HubSpot's Downloadable Business Plan Template

Sample business plan: hubspot free editable pdf

We also created a business plan template for entrepreneurs.

The template is designed as a guide and checklist for starting your own business. You’ll learn what to include in each section of your business plan and how to do it.

There’s also a list for you to check off when you finish each section of your business plan.

Strong game plans help coaches win games and help businesses rocket to the top of their industries. So if you dedicate the time and effort required to write a workable and convincing business plan, you’ll boost your chances of success and even dominance in your market.

This business plan kit is essential for the budding entrepreneur who needs a more extensive document to share with investors and other stakeholders.

It not only includes sections for your executive summary, product line, market analysis, marketing plan, and sales plan, but it also offers hands-on guidance for filling out those sections.

3. LiveFlow’s Financial Planning Template with built-in automation

Sample Business Plan: LiveFLow

This free template from LiveFlow aims to make it easy for businesses to create a financial plan and track their progress on a monthly basis.

The P&L Budget versus Actual format allows users to track their revenue, cost of sales, operating expenses, operating profit margin, net profit, and more.

The summary dashboard aggregates all of the data put into the financial plan sheet and will automatically update when changes are made.

Instead of wasting hours manually importing your data to your spreadsheet, LiveFlow can also help you to automatically connect your accounting and banking data directly to your spreadsheet, so your numbers are always up-to-date.

With the dashboard, you can view your runway, cash balance, burn rate, gross margins, and other metrics. Having a simple way to track everything in one place will make it easier to complete the financials section of your business plan.

This is a fantastic template to track performance and alignment internally and to create a dependable process for documenting financial information across the business. It’s highly versatile and beginner-friendly.

It’s especially useful if you don’t have an accountant on the team. (I always recommend you do, but for new businesses, having one might not be possible.)

4. ThoughtCo’s Sample Business Plan

sample business plan: ThoughtCo.

One of the more financially oriented sample business plans in this list, BPlan’s free business plan template dedicates many of its pages to your business’s financial plan and financial statements.

After filling this business plan out, your company will truly understand its financial health and the steps you need to take to maintain or improve it.

I absolutely love this business plan template because of its ease-of-use and hands-on instructions (in addition to its finance-centric components). If you feel overwhelmed by the thought of writing an entire business plan, consider using this template to help you with the process.

6. Harvard Business Review’s "How to Write a Winning Business Plan"

Most sample business plans teach you what to include in your business plan, but this Harvard Business Review article will take your business plan to the next level — it teaches you the why and how behind writing a business plan.

With the guidance of Stanley Rich and Richard Gumpert, co-authors of " Business Plans That Win: Lessons From the MIT Enterprise Forum ", you'll learn how to write a convincing business plan that emphasizes the market demand for your product or service.

You’ll also learn the financial benefits investors can reap from putting money into your venture rather than trying to sell them on how great your product or service is.

This business plan guide focuses less on the individual parts of a business plan, and more on the overarching goal of writing one. For that reason, it’s one of my favorites to supplement any template you choose to use. Harvard Business Review’s guide is instrumental for both new and seasoned business owners.

7. HubSpot’s Complete Guide to Starting a Business

If you’re an entrepreneur, you know writing a business plan is one of the most challenging first steps to starting a business.

Fortunately, with HubSpot's comprehensive guide to starting a business, you'll learn how to map out all the details by understanding what to include in your business plan and why it’s important to include them. The guide also fleshes out an entire sample business plan for you.

If you need further guidance on starting a business, HubSpot's guide can teach you how to make your business legal, choose and register your business name, and fund your business. It will also give small business tax information and includes marketing, sales, and service tips.

This comprehensive guide will walk you through the process of starting a business, in addition to writing your business plan, with a high level of exactitude and detail. So if you’re in the midst of starting your business, this is an excellent guide for you.

It also offers other resources you might need, such as market analysis templates.

8. Panda Doc’s Free Business Plan Template

sample business plan: Panda Doc

PandaDoc’s free business plan template is one of the more detailed and fleshed-out sample business plans on this list. It describes what you should include in each section, so you don't have to come up with everything from scratch.

Once you fill it out, you’ll fully understand your business’ nitty-gritty details and how all of its moving parts should work together to contribute to its success.

This template has two things I love: comprehensiveness and in-depth instructions. Plus, it’s synced with PandaDoc’s e-signature software so that you and other stakeholders can sign it with ease. For that reason, I especially love it for those starting a business with a partner or with a board of directors.

9. Small Business Administration Free Business Plan Template

sample business plan: Small Business Administration

The Small Business Administration (SBA) offers several free business plan templates that can be used to inspire your own plan.

Before you get started, you can decide what type of business plan you need — a traditional or lean start-up plan.

Then, you can review the format for both of those plans and view examples of what they might look like.

We love both of the SBA’s templates because of their versatility. You can choose between two options and use the existing content in the templates to flesh out your own plan. Plus, if needed, you can get a free business counselor to help you along the way.

I’ve compiled some completed business plan samples to help you get an idea of how to customize a plan for your business.

I chose different types of business plan ideas to expand your imagination. Some are extensive, while others are fairly simple.

Let’s take a look.

1. LiveFlow

business plan example: liveflow

One of the major business expenses is marketing. How you handle your marketing reflects your company’s revenue.

I included this business plan to show you how you can ensure your marketing team is aligned with your overall business plan to get results. The plan also shows you how to track even the smallest metrics of your campaigns, like ROI and payback periods instead of just focusing on big metrics like gross and revenue.

Fintech startup, LiveFlow, allows users to sync real-time data from its accounting services, payment platforms, and banks into custom reports. This eliminates the task of pulling reports together manually, saving teams time and helping automate workflows.

"Using this framework over a traditional marketing plan will help you set a profitable marketing strategy taking things like CAC, LTV, Payback period, and P&L into consideration," explains LiveFlow co-founder, Lasse Kalkar .

When it came to including marketing strategy in its business plan, LiveFlow created a separate marketing profit and loss statement (P&L) to track how well the company was doing with its marketing initiatives.

This is a great approach, allowing businesses to focus on where their marketing dollars are making the most impact. Having this information handy will enable you to build out your business plan’s marketing section with confidence. LiveFlow has shared the template here . You can test it for yourself.

2. Lula Body

Business plan example: Lula body

Sometimes all you need is a solid mission statement and core values to guide you on how to go about everything. You do this by creating a business plan revolving around how to fulfill your statement best.

For example, Patagonia is an eco-friendly company, so their plan discusses how to make the best environmentally friendly products without causing harm.

A good mission statement  should not only resonate with consumers but should also serve as a core value compass for employees as well.

Patagonia has one of the most compelling mission statements I’ve seen:

"Together, let’s prioritise purpose over profit and protect this wondrous planet, our only home."

It reels you in from the start, and the environmentally friendly theme continues throughout the rest of the statement.

This mission goes on to explain that they are out to "Build the best product, cause no unnecessary harm, and use business to protect nature."

Their mission statement is compelling and detailed, with each section outlining how they will accomplish their goal.

4. Vesta Home Automation

business plan example: Vesta executive summary

This executive summary for a smart home device startup is part of a business plan created by students at Mount Royal University .

While it lacks some of the sleek visuals of the templates above, its executive summary does a great job of demonstrating how invested they are in the business.

Right away, they mention they’ve invested $200,000 into the company already, which shows investors they have skin in the game and aren’t just looking for someone else to foot the bill.

This is the kind of business plan you need when applying for business funds. It clearly illustrates the expected future of the company and how the business has been coming along over the years.

5. NALB Creative Center

business plan examples: nalb creative center

This fictional business plan for an art supply store includes everything one might need in a business plan: an executive summary, a company summary, a list of services, a market analysis summary, and more.

One of its most notable sections is its market analysis summary, which includes an overview of the population growth in the business’ target geographical area, as well as a breakdown of the types of potential customers they expect to welcome at the store. 

This sort of granular insight is essential for understanding and communicating your business’s growth potential. Plus, it lays a strong foundation for creating relevant and useful buyer personas .

It’s essential to keep this information up-to-date as your market and target buyer changes. For that reason, you should carry out market research as often as possible to ensure that you’re targeting the correct audience and sharing accurate information with your investors.

Due to its comprehensiveness, it’s an excellent example to follow if you’re opening a brick-and-mortar store and need to get external funding to start your business .

6. Curriculum Companion Suites (CSS)

business plan examples: curriculum companion suites

If you’re looking for a SaaS business plan example, look no further than this business plan for a fictional educational software company called Curriculum Companion Suites. 

Like the business plan for the NALB Creative Center, it includes plenty of information for prospective investors and other key stakeholders in the business.

One of the most notable features of this business plan is the executive summary, which includes an overview of the product, market, and mission.

The first two are essential for software companies because the product offering is so often at the forefront of the company’s strategy. Without that information being immediately available to investors and executives, then you risk writing an unfocused business plan.

It’s essential to front-load your company’s mission if it explains your "Why?" and this example does just that. In other words, why do you do what you do, and why should stakeholders care? This is an important section to include if you feel that your mission will drive interest in the business and its offerings.

7. Culina Sample Business Plan

sample business plan: Culina

Culina's sample business plan is an excellent example of how to lay out your business plan so that it flows naturally, engages readers, and provides the critical information investors and stakeholders need. 

You can use this template as a guide while you're gathering important information for your own business plan. You'll have a better understanding of the data and research you need to do since Culina’s plan outlines these details so flawlessly for inspiration.

8. Plum Sample Business Plan

Sample business plan: Plum

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BUSINESS STRATEGIES

Free business plan template for small businesses

  • Cecilia Lazzaro Blasbalg
  • Dec 7, 2023

Free business plan template for your new business

Creating a successful business is about more than launching a business website or hanging a shingle on your front door. It requires a well-crafted plan that keeps you on track, anticipates obstacles and acts as a concrete roadmap for launching or improving your small business.

Business planning allows you to clarify your vision while providing information to both intrigue and reassure potential investors. The process may seem daunting, but creating a business plan isn’t difficult—and templates like the one below can help simplify the process even further.

Ready to launch your business? Create a website today.

What is a business plan?

A business plan is used by small business owners and entrepreneurs when starting a new business venture. It’s a strategic document that outlines the goals, objectives and strategies of your new or expanding business, including the company's vision, target market, financial projections and operational plans.

A business plan can attract potential partners, convince investors and banks to help you raise capital, and serve as a resource for future growth. Most importantly, you’ll be able to use your business plan as a roadmap for how to structure, operate and manage your new venture, whether it’s a sole proprietorship, a partnership or something larger.

Who needs a business plan?

Every business owner needs a business plan. They’re an essential tool for any person or entity interested in starting a business . There are many benefits, including:

Defining your business idea

Clarifying the market and competitive landscape

Outlining your marketing strategy

Stating your value proposition

Identifying/anticipating potential risks

Seeking investments from banks and other sources

Setting benchmarks, goals and key performance indicators (KPIs)

A business plan also gives you a way to assess the viability of a business before investing too much time or money into it. While all business involves risk, taking the time to create a plan can help mitigate fallout and avoid potentially costly mistakes.

When creating a business plan, it's important to establish your business goals up front and be prepared to spend time researching the market, performing a competitor analysis and understanding your target market .

Download Wix’s free business plan template

Creating a successful business plan is no easy feat. That’s why we’ve put together a simple, customizable, and free-to-download business plan template that takes the guesswork out of getting started. Use it to create a new business plan or to refresh an existing one.

Download your free Wix business plan template

Lean startup versus traditional business plan formats

In terms of types of business plans , there are two main formats to choose from: traditional and lean.

Traditional business plan format

A traditional business plan includes every detail and component that defines a business and contributes to its success. It's typically a sizable document of about 30 to 50 pages that includes:

Executive summary: The executive summary contains a high-level overview of everything included in the plan. It generally provides a short explanation of your business and its goals (e.g., your elevator pitch ). Many authors like to write this section last after fleshing out the sections below.

Company description: A company description should include essential details like your business name, the names of your founders, your locations and your company’s mission statement . Briefly describe your core services (or products if you’re writing an eCommerce business plan ), but don't go into too much detail since you’ll elaborate on this in the service/product section. Wix offers some helpful mission statement examples if you get stuck. It’s also a good idea to create a vision statement . While your mission statement clarifies your company’s purpose, a vision statement outlines what you want your company to achieve over time.

Market analysis: One of the most extensive sections of the business plan, this section requires that you conduct market research and write your conclusions. Include findings for the following: industry background, a SWOT analysis , barriers/obstacles, target market and your business differentiators.

Organization and management: This is where you outline how your business is structured and who's in charge, including founders, executive team members, board members, employees and key stakeholders. To this end, it can be helpful to create a visual layout (e.g., org chart) to illustrate your company structure.

Service or product line: Create a detailed list of your current and future products and services. If you’re still working on your idea, create a concept statement to describe your idea or product. You should also include a proof of concept (POC), which demonstrates the feasibility of your idea. Wherever applicable, include diagrams, product images and other visual components to illustrate the product life cycle.

Marketing and sales: Detail how your business idea translates into selling and delivering your offerings to potential customers. You can start by outlining your brand identity, which includes the colors and fonts you plan to use, your marketing and advertising strategy, and details about planned consumer touchpoints (like your website, mobile app or physical storefront).

Financial projections and funding requests: Include financial statements, such as a balance sheet, profit-and-loss statement (P&L), cash flow statement and break-even analysis. It's not uncommon for a business plan to include multiple pages of financial projections and information. You’ll also want to mention how much funding you seek and what you plan to do with it. If you’ve already secured funding, provide details about your investments.

essential parts of a business plan

Lean startup business plan format

A lean startup business plan—also referred to as a “lean canvas”—is presented as a problem/solution framework that provides a high-level description of your business idea. A lean plan is a single-page document that provides a basic overview of the most essential aspects of your business. It’s a good way to dip a toe into business planning since it doesn't require the same level of detail as a traditional plan. This includes:

Problem: What problem does your product or service solve, or what need does it fulfill?

Solution: How do you intend to solve it?

Unique value proposition (UVP): Why should people use your product or service versus someone else’s?

Unfair advantage: What do you have that other companies don’t?

Customers: Who are your ideal customers?

Channels: How will those customers find you?

Key metrics: How do you define success? How will you track and measure it?

Revenue streams: How will your business make money?

Cost structure: What will you spend money on (fixed and variable costs)?

Benefits of a business plan template

Business plan templates offer numerous benefits for entrepreneurs and aspiring business owners. Here are some key advantages:

1. Save time and effort: Templates provide a pre-defined structure, eliminating the need to start from scratch. This frees up valuable time and effort that can be invested in other crucial aspects of business development.

2. Improve structure: Templates ensure a consistent and organized approach to presenting your business plan. This makes it easier for potential investors, lenders and advisors to understand your vision and evaluate the feasibility of your business. 3. Enhance professionalism: Using a well-designed template demonstrates professionalism and seriousness to external stakeholders. This can significantly impact their perception of your business and increase their confidence in your venture. 4. Guide your thought process: Templates act as a helpful framework, prompting you to consider all the key elements of your business plan and ensuring you haven't overlooked any critical areas. 5. Ensure completeness: Templates often include checklists and prompts to ensure you cover all essential information, minimizing the risk of missing crucial details. 6. Standardize formatting: Templates ensure a consistent and uniform appearance throughout your business plan, contributing to a more polished and professional presentation. 7. Access to expert knowledge: Many templates are developed by experienced business professionals or organizations, incorporating best practices and insights gained from successful ventures. 8. Adaptability and customization: While templates offer a basic structure, they can be easily customized to reflect the unique characteristics and needs of your specific business. 9. Cost-effectiveness: Templates are generally available for free or at a low cost, making them an accessible and budget-friendly option for entrepreneurs. 10. Increased success rate: Studies have shown that businesses with well-developed plans are more likely to succeed. Templates can help you create a comprehensive and persuasive plan, increasing your chances of securing funding and achieving your business goals.

Tips for filling out your business plan template

The hardest part of a journey is always the first step, or so the saying goes. Filling out your business plan template can be daunting, but the template itself is meant to get you over that crucial first hurdle—getting started. We’ve provided some tips aimed at helping you get the most from our template.

These are best practices—they’re not rules. Do what works for you. The main thing to remember is that these tips can help you move more easily through the planning process, so that you can advance onto the next (exciting) step, which is launching your business.

Consider your goals: What is the purpose of your business? Are you looking to expand, launch a new product line or fund a specific project? Identifying your goals helps you prioritize important information in your business plan.

Fill out what you can: You may already have a vague—or specific—idea of what you want your business to achieve. Go through each section of the template and fill out what you can. We suggest leaving the executive summary blank for now, since it'll be the last thing you write.

Be realistic: Even though this document is meant to serve as a marketing tool for potential investors, don't exaggerate any numbers or make any false promises.

Dig into the research: Nothing's more motivating than getting some intel about your competitors and your market. If you're truly stuck, a little research can help motivate you and provide valuable insight about what direction to take your business. For example, if you plan to start a landscaping business, learn about the specific pricing offered in your area so that you can differentiate your services and potentially offer better options.

Get help from others: Bouncing your ideas off a friend, mentor or advisor is a great way to get feedback and discover approaches or products to incorporate into your plan. Your network can also give you valuable insight about the industry or even about potential customers. Plus, it's nice to be able to talk through the challenges with someone who understands you and your vision.

Revise and review: Once complete, step back from your plan and let it "cook." In a day or two, review your plan and make sure that everything is current. Have other people review it too, since having another set of eyes can help identify areas that may be lacking detail or need further explanation.

Once you’ve completed your business plan template, it can become a meaningful resource for developing your mission statement, writing business proposals and planning how to move forward with the marketing, distribution and growth of your products and services.

After launch, you can also analyze your value chain to identify key factors that create value for your customers and maximum profitability for you. This can help you develop a more effective business plan that considers the entire value chain, from research and development to sales and customer support.

Business plan template FAQ

What is the easiest way to write a business plan.

The easiest way to write a business plan is to utilize a template. Templates provide a structured format and guide you through each section, simplifying the process of creating a comprehensive plan.

Is there a template for how to write a business plan?

What are the 7 essential parts of a business plan, related posts.

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Step-by-Step Guide to Writing a Simple Business Plan

By Joe Weller | October 11, 2021

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A business plan is the cornerstone of any successful company, regardless of size or industry. This step-by-step guide provides information on writing a business plan for organizations at any stage, complete with free templates and expert advice. 

Included on this page, you’ll find a step-by-step guide to writing a business plan and a chart to identify which type of business plan you should write . Plus, find information on how a business plan can help grow a business and expert tips on writing one .

What Is a Business Plan?

A business plan is a document that communicates a company’s goals and ambitions, along with the timeline, finances, and methods needed to achieve them. Additionally, it may include a mission statement and details about the specific products or services offered.

A business plan can highlight varying time periods, depending on the stage of your company and its goals. That said, a typical business plan will include the following benchmarks:

  • Product goals and deadlines for each month
  • Monthly financials for the first two years
  • Profit and loss statements for the first three to five years
  • Balance sheet projections for the first three to five years

Startups, entrepreneurs, and small businesses all create business plans to use as a guide as their new company progresses. Larger organizations may also create (and update) a business plan to keep high-level goals, financials, and timelines in check.

While you certainly need to have a formalized outline of your business’s goals and finances, creating a business plan can also help you determine a company’s viability, its profitability (including when it will first turn a profit), and how much money you will need from investors. In turn, a business plan has functional value as well: Not only does outlining goals help keep you accountable on a timeline, it can also attract investors in and of itself and, therefore, act as an effective strategy for growth.

For more information, visit our comprehensive guide to writing a strategic plan or download free strategic plan templates . This page focuses on for-profit business plans, but you can read our article with nonprofit business plan templates .

Business Plan Steps

The specific information in your business plan will vary, depending on the needs and goals of your venture, but a typical plan includes the following ordered elements:

  • Executive summary
  • Description of business
  • Market analysis
  • Competitive analysis
  • Description of organizational management
  • Description of product or services
  • Marketing plan
  • Sales strategy
  • Funding details (or request for funding)
  • Financial projections

If your plan is particularly long or complicated, consider adding a table of contents or an appendix for reference. For an in-depth description of each step listed above, read “ How to Write a Business Plan Step by Step ” below.

Broadly speaking, your audience includes anyone with a vested interest in your organization. They can include potential and existing investors, as well as customers, internal team members, suppliers, and vendors.

Do I Need a Simple or Detailed Plan?

Your business’s stage and intended audience dictates the level of detail your plan needs. Corporations require a thorough business plan — up to 100 pages. Small businesses or startups should have a concise plan focusing on financials and strategy.

How to Choose the Right Plan for Your Business

In order to identify which type of business plan you need to create, ask: “What do we want the plan to do?” Identify function first, and form will follow.

Use the chart below as a guide for what type of business plan to create:

Is the Order of Your Business Plan Important?

There is no set order for a business plan, with the exception of the executive summary, which should always come first. Beyond that, simply ensure that you organize the plan in a way that makes sense and flows naturally.

The Difference Between Traditional and Lean Business Plans

A traditional business plan follows the standard structure — because these plans encourage detail, they tend to require more work upfront and can run dozens of pages. A Lean business plan is less common and focuses on summarizing critical points for each section. These plans take much less work and typically run one page in length.

In general, you should use a traditional model for a legacy company, a large company, or any business that does not adhere to Lean (or another Agile method ). Use Lean if you expect the company to pivot quickly or if you already employ a Lean strategy with other business operations. Additionally, a Lean business plan can suffice if the document is for internal use only. Stick to a traditional version for investors, as they may be more sensitive to sudden changes or a high degree of built-in flexibility in the plan.

How to Write a Business Plan Step by Step

Writing a strong business plan requires research and attention to detail for each section. Below, you’ll find a 10-step guide to researching and defining each element in the plan.

Step 1: Executive Summary

The executive summary will always be the first section of your business plan. The goal is to answer the following questions:

  • What is the vision and mission of the company?
  • What are the company’s short- and long-term goals?

See our  roundup of executive summary examples and templates for samples. Read our executive summary guide to learn more about writing one.

Step 2: Description of Business

The goal of this section is to define the realm, scope, and intent of your venture. To do so, answer the following questions as clearly and concisely as possible:

  • What business are we in?
  • What does our business do?

Step 3: Market Analysis

In this section, provide evidence that you have surveyed and understand the current marketplace, and that your product or service satisfies a niche in the market. To do so, answer these questions:

  • Who is our customer? 
  • What does that customer value?

Step 4: Competitive Analysis

In many cases, a business plan proposes not a brand-new (or even market-disrupting) venture, but a more competitive version — whether via features, pricing, integrations, etc. — than what is currently available. In this section, answer the following questions to show that your product or service stands to outpace competitors:

  • Who is the competition? 
  • What do they do best? 
  • What is our unique value proposition?

Step 5: Description of Organizational Management

In this section, write an overview of the team members and other key personnel who are integral to success. List roles and responsibilities, and if possible, note the hierarchy or team structure.

Step 6: Description of Products or Services

In this section, clearly define your product or service, as well as all the effort and resources that go into producing it. The strength of your product largely defines the success of your business, so it’s imperative that you take time to test and refine the product before launching into marketing, sales, or funding details.

Questions to answer in this section are as follows:

  • What is the product or service?
  • How do we produce it, and what resources are necessary for production?

Step 7: Marketing Plan

In this section, define the marketing strategy for your product or service. This doesn’t need to be as fleshed out as a full marketing plan , but it should answer basic questions, such as the following:

  • Who is the target market (if different from existing customer base)?
  • What channels will you use to reach your target market?
  • What resources does your marketing strategy require, and do you have access to them?
  • If possible, do you have a rough estimate of timeline and budget?
  • How will you measure success?

Step 8: Sales Plan

Write an overview of the sales strategy, including the priorities of each cycle, steps to achieve these goals, and metrics for success. For the purposes of a business plan, this section does not need to be a comprehensive, in-depth sales plan , but can simply outline the high-level objectives and strategies of your sales efforts. 

Start by answering the following questions:

  • What is the sales strategy?
  • What are the tools and tactics you will use to achieve your goals?
  • What are the potential obstacles, and how will you overcome them?
  • What is the timeline for sales and turning a profit?
  • What are the metrics of success?

Step 9: Funding Details (or Request for Funding)

This section is one of the most critical parts of your business plan, particularly if you are sharing it with investors. You do not need to provide a full financial plan, but you should be able to answer the following questions:

  • How much capital do you currently have? How much capital do you need?
  • How will you grow the team (onboarding, team structure, training and development)?
  • What are your physical needs and constraints (space, equipment, etc.)?

Step 10: Financial Projections

Apart from the fundraising analysis, investors like to see thought-out financial projections for the future. As discussed earlier, depending on the scope and stage of your business, this could be anywhere from one to five years. 

While these projections won’t be exact — and will need to be somewhat flexible — you should be able to gauge the following:

  • How and when will the company first generate a profit?
  • How will the company maintain profit thereafter?

Business Plan Template

Business Plan Template

Download Business Plan Template

Microsoft Excel | Smartsheet

This basic business plan template has space for all the traditional elements: an executive summary, product or service details, target audience, marketing and sales strategies, etc. In the finances sections, input your baseline numbers, and the template will automatically calculate projections for sales forecasting, financial statements, and more.

For templates tailored to more specific needs, visit this business plan template roundup or download a fill-in-the-blank business plan template to make things easy. 

If you are looking for a particular template by file type, visit our pages dedicated exclusively to Microsoft Excel , Microsoft Word , and Adobe PDF business plan templates.

How to Write a Simple Business Plan

A simple business plan is a streamlined, lightweight version of the large, traditional model. As opposed to a one-page business plan , which communicates high-level information for quick overviews (such as a stakeholder presentation), a simple business plan can exceed one page.

Below are the steps for creating a generic simple business plan, which are reflected in the template below .

  • Write the Executive Summary This section is the same as in the traditional business plan — simply offer an overview of what’s in the business plan, the prospect or core offering, and the short- and long-term goals of the company. 
  • Add a Company Overview Document the larger company mission and vision. 
  • Provide the Problem and Solution In straightforward terms, define the problem you are attempting to solve with your product or service and how your company will attempt to do it. Think of this section as the gap in the market you are attempting to close.
  • Identify the Target Market Who is your company (and its products or services) attempting to reach? If possible, briefly define your buyer personas .
  • Write About the Competition In this section, demonstrate your knowledge of the market by listing the current competitors and outlining your competitive advantage.
  • Describe Your Product or Service Offerings Get down to brass tacks and define your product or service. What exactly are you selling?
  • Outline Your Marketing Tactics Without getting into too much detail, describe your planned marketing initiatives.
  • Add a Timeline and the Metrics You Will Use to Measure Success Offer a rough timeline, including milestones and key performance indicators (KPIs) that you will use to measure your progress.
  • Include Your Financial Forecasts Write an overview of your financial plan that demonstrates you have done your research and adequate modeling. You can also list key assumptions that go into this forecasting. 
  • Identify Your Financing Needs This section is where you will make your funding request. Based on everything in the business plan, list your proposed sources of funding, as well as how you will use it.

Simple Business Plan Template

Simple Business Plan Template

Download Simple Business Plan Template

Microsoft Excel |  Microsoft Word | Adobe PDF  | Smartsheet

Use this simple business plan template to outline each aspect of your organization, including information about financing and opportunities to seek out further funding. This template is completely customizable to fit the needs of any business, whether it’s a startup or large company.

Read our article offering free simple business plan templates or free 30-60-90-day business plan templates to find more tailored options. You can also explore our collection of one page business templates . 

How to Write a Business Plan for a Lean Startup

A Lean startup business plan is a more Agile approach to a traditional version. The plan focuses more on activities, processes, and relationships (and maintains flexibility in all aspects), rather than on concrete deliverables and timelines.

While there is some overlap between a traditional and a Lean business plan, you can write a Lean plan by following the steps below:

  • Add Your Value Proposition Take a streamlined approach to describing your product or service. What is the unique value your startup aims to deliver to customers? Make sure the team is aligned on the core offering and that you can state it in clear, simple language.
  • List Your Key Partners List any other businesses you will work with to realize your vision, including external vendors, suppliers, and partners. This section demonstrates that you have thoughtfully considered the resources you can provide internally, identified areas for external assistance, and conducted research to find alternatives.
  • Note the Key Activities Describe the key activities of your business, including sourcing, production, marketing, distribution channels, and customer relationships.
  • Include Your Key Resources List the critical resources — including personnel, equipment, space, and intellectual property — that will enable you to deliver your unique value.
  • Identify Your Customer Relationships and Channels In this section, document how you will reach and build relationships with customers. Provide a high-level map of the customer experience from start to finish, including the spaces in which you will interact with the customer (online, retail, etc.). 
  • Detail Your Marketing Channels Describe the marketing methods and communication platforms you will use to identify and nurture your relationships with customers. These could be email, advertising, social media, etc.
  • Explain the Cost Structure This section is especially necessary in the early stages of a business. Will you prioritize maximizing value or keeping costs low? List the foundational startup costs and how you will move toward profit over time.
  • Share Your Revenue Streams Over time, how will the company make money? Include both the direct product or service purchase, as well as secondary sources of revenue, such as subscriptions, selling advertising space, fundraising, etc.

Lean Business Plan Template for Startups

Lean Business Plan Templates for Startups

Download Lean Business Plan Template for Startups

Microsoft Word | Adobe PDF

Startup leaders can use this Lean business plan template to relay the most critical information from a traditional plan. You’ll find all the sections listed above, including spaces for industry and product overviews, cost structure and sources of revenue, and key metrics, and a timeline. The template is completely customizable, so you can edit it to suit the objectives of your Lean startups.

See our wide variety of  startup business plan templates for more options.

How to Write a Business Plan for a Loan

A business plan for a loan, often called a loan proposal , includes many of the same aspects of a traditional business plan, as well as additional financial documents, such as a credit history, a loan request, and a loan repayment plan.

In addition, you may be asked to include personal and business financial statements, a form of collateral, and equity investment information.

Download free financial templates to support your business plan.

Tips for Writing a Business Plan

Outside of including all the key details in your business plan, you have several options to elevate the document for the highest chance of winning funding and other resources. Follow these tips from experts:.

  • Keep It Simple: Avner Brodsky , the Co-Founder and CEO of Lezgo Limited, an online marketing company, uses the acronym KISS (keep it short and simple) as a variation on this idea. “The business plan is not a college thesis,” he says. “Just focus on providing the essential information.”
  • Do Adequate Research: Michael Dean, the Co-Founder of Pool Research , encourages business leaders to “invest time in research, both internal and external (market, finance, legal etc.). Avoid being overly ambitious or presumptive. Instead, keep everything objective, balanced, and accurate.” Your plan needs to stand on its own, and you must have the data to back up any claims or forecasting you make. As Brodsky explains, “Your business needs to be grounded on the realities of the market in your chosen location. Get the most recent data from authoritative sources so that the figures are vetted by experts and are reliable.”
  • Set Clear Goals: Make sure your plan includes clear, time-based goals. “Short-term goals are key to momentum growth and are especially important to identify for new businesses,” advises Dean.
  • Know (and Address) Your Weaknesses: “This awareness sets you up to overcome your weak points much quicker than waiting for them to arise,” shares Dean. Brodsky recommends performing a full SWOT analysis to identify your weaknesses, too. “Your business will fare better with self-knowledge, which will help you better define the mission of your business, as well as the strategies you will choose to achieve your objectives,” he adds.
  • Seek Peer or Mentor Review: “Ask for feedback on your drafts and for areas to improve,” advises Brodsky. “When your mind is filled with dreams for your business, sometimes it is an outsider who can tell you what you’re missing and will save your business from being a product of whimsy.”

Outside of these more practical tips, the language you use is also important and may make or break your business plan.

Shaun Heng, VP of Operations at Coin Market Cap , gives the following advice on the writing, “Your business plan is your sales pitch to an investor. And as with any sales pitch, you need to strike the right tone and hit a few emotional chords. This is a little tricky in a business plan, because you also need to be formal and matter-of-fact. But you can still impress by weaving in descriptive language and saying things in a more elegant way.

“A great way to do this is by expanding your vocabulary, avoiding word repetition, and using business language. Instead of saying that something ‘will bring in as many customers as possible,’ try saying ‘will garner the largest possible market segment.’ Elevate your writing with precise descriptive words and you'll impress even the busiest investor.”

Additionally, Dean recommends that you “stay consistent and concise by keeping your tone and style steady throughout, and your language clear and precise. Include only what is 100 percent necessary.”

Resources for Writing a Business Plan

While a template provides a great outline of what to include in a business plan, a live document or more robust program can provide additional functionality, visibility, and real-time updates. The U.S. Small Business Association also curates resources for writing a business plan.

Additionally, you can use business plan software to house data, attach documentation, and share information with stakeholders. Popular options include LivePlan, Enloop, BizPlanner, PlanGuru, and iPlanner.

How a Business Plan Helps to Grow Your Business

A business plan — both the exercise of creating one and the document — can grow your business by helping you to refine your product, target audience, sales plan, identify opportunities, secure funding, and build new partnerships. 

Outside of these immediate returns, writing a business plan is a useful exercise in that it forces you to research the market, which prompts you to forge your unique value proposition and identify ways to beat the competition. Doing so will also help you build (and keep you accountable to) attainable financial and product milestones. And down the line, it will serve as a welcome guide as hurdles inevitably arise.

Streamline Your Business Planning Activities with Real-Time Work Management in Smartsheet

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The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

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Didn't find what you are looking for.

The answer is simple.

It’s an informal business plan that can convince you that your idea makes sense to the outside world because you are investing your time, money, and everything into that idea.

To write a business plan, maybe you think you don’t need a step-by-step guide or a sample business plan . After all, some entrepreneurs achieved success without writing a business plan. With great timing, past business experiences, entrepreneurial ambitions, and a little luck, some entrepreneurs build successful businesses without even writing an informal business plan.

But the odds are greater than those entrepreneurs fail.

And that’s why writing a business plan will help you succeed .

The easiest way to simplify the work of writing a business plan is to start with sample business plans.

What is business plan sample?

Why you should refer a business plan example, who should use business plan examples, how to use sample business plans.

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What is Business Plan Sample?

That’s why we created business plan examples to help you get started.

a small business plan sample

Use our 400+ business plan examples written for all industries and write your business plan in half of the time with twice the impact.

a small business plan sample

  • Guidance on what to include in each section.  If you’ve never attended business school, you might never have created a  SWOT analysis   or a balance sheet before. Business templates that give guidance — in plain language — about what to include and how to fill in each section and create a complete and effective plan.
  • A business plan is vital to get an investment.  If you’re seeking investment for your business, you’ll need to convince banks and investors why they should invest in your business . Lenders and investors will only risk their time and money if they’re certain that your business will be successful and profitable and they will get a great return on their investment.
  • A business plan can help you prioritize.  A complete, well-balanced business plan is one of the most valuable tools in assisting you to reach your long-term goals. It gives your business direction, defines your goals, outlines out strategies to reach your goals, and helps you to manage possible bumps in the way.

Who should use Business Plan Examples?

a small business plan sample

Well Everyone, who wants to write a business plan should use these sample business plans. These plans apply to almost all industries.

We have created a library of professional sample business plans from a wide variety of industries to help you start writing your business plan with minimum effort.

Use our Upmetrics — business plan software that offers step by step guide to start writing your business plan , especially if you’re writing an informal business plan to get a bank loan or outside investment.

Our extensive sample business plans library includes  business plan templates  and  business plan examples  for almost all business industries.

Make your plan in half the time & twice the impact with Upmetrics.

a small business plan sample

How to use Business Plan Examples to write your own?

Having real-life and industry-specific business plan examples by your side can be incredibly resourceful to help you write a business plan from scratch. 

A well-planned structure helps you outline your plan, while content inspiration helps you set the tone for your business document. 

Let’s dive deep and understand how to use these examples effectively to write your business plan.

1. Use examples as a guide

2. understanding the structure.

Traditional business plans generally follow a similar structure. 

It starts with an executive summary followed by a company description, market analysis, product and services, sales and marketing strategies, operational plan, management team, financial plan, and appendix.

Using an example business plan is the best way to understand the structure and outline your plan. 

3. Gaining Inspiration

Reading industry-specific business plan examples can help you gain inspiration for your plan. You can gain insights on presenting your business idea, vision, mission, and values and persuade investors to invest in your idea.

4. Learning Industry-Specific Language

There’s no universal template for business planning that fits all. An industry-specific template can help you learn and understand the business language for your industry and the best way to communicate your message to your investors.

5. Identifying Key Elements

Reading business plan examples of similar businesses can help you identify the key elements and information to include in your plan. You can keep note of these and ensure everything necessary for investors to consider is present in your final draft.

6. Crafting Financial Projections

A financial plan is a critical component of your business plan, and a good business plan example can help you better understand how they project their financials which can be incredibly helpful while forecasting yours.

7. Refining Your Executive Summary

As mentioned earlier, your executive summary is a key factor influencing potential investors and lenders to invest or lend you money. Analyzing free business plan templates can help you optimize your executive summary to make it more brief, persuasive, and attention-grabbing.

8. Realizing What Works and What Doesn’t

Analyzing industry-specific and real-life examples can help you determine what works best and what doesn’t within your industry. Understanding these factors can help you avoid many significant pitfalls.

While business plan examples can be incredibly helpful in writing a plan from scratch, ensure your plan is customized for your business and sends out a unique message. Your business plan must reflect its unique idea, vision, and target market.

Using your Business Plan as a Management Tool

It’s essential to have a business plan, but it’s also crucial to keep it up to date as your business progresses. A business plan is not merely a document that you write once and forget after you get started. It’s a business road map and vision that you should develop as your business progresses and evolves. It’s also important to update your business plan regularly as your business situation and position change.

How Business Plan Software can help you?

editor-half

We have created Upmetrics — business plan software to simplify the process of business planning.

Our financial forecasting module will create all the essential reports automatically. You just need to enter numbers and the application will do all the math to generate your financial reports. Later you can embed those reports into your business plan.

After completing your business plan, you can download your business plan in PDF or DOC file using Upmetrics. Also, you can share it online with investors or with other important people just by a quick link.

Ready to take the next step?

Now that you have a business idea and you know how to write a business plan, it’s time to go for it . Our business plan software will take you through each step outlined above in more detail so there are no surprises on your journey.

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Simplifying Business Planning through AI-Powered Insights.

Imad Ahmed

Founder, CEO & Lead Scientist at Nanolyse Technologies

After trying Upmetrics, I wish to highly recommend this app to anyone who needs to write a business plan flexibly and to a high standard.

Frequently Asked Questions

What is sample business plan, how do i write a business plan.

In business plan writing you will need to write the following sections into your business plan. These sections include an Executive Summary, Company Overview, Problem Analysis, The Solution, Market Analysis, Customer Analysis, Competitive Analysis, SWOT Analysis, Marketing Plan, Operations Plan, and Financial Plan.

Check out our article to learn how you can write these sections in detail for your business plan.

How long should my business plan be?

The length of your business plan depends on the type of plan you choose. There are one-page business plans that offer easy and practical planning. Then you have traditional business plans that usually vary from 20 to 50 pages. It’s worth noting that the quality of your business plan matters more than its length.

Should I hire someone to write my business plan for me?

Absolutely No, You as a business owner know all about your business idea, your business goals, target market and audience, and what you want to achieve by writing your plan. Don’t hire someone who doesn’t know what your readers will want, the reason is that, if you intend to raise funds, you are the best person that understands what investors will look out for in your business plan.

Consultants or  business plan writers  definitely can write a business plan but not better than you.

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How to Write a Restaurant Business Plan

Sally Lauckner

Many or all of the products featured here are from our partners who compensate us. This influences which products we write about and where and how the product appears on a page. However, this does not influence our evaluations. Our opinions are our own. Here is a list of our partners and here's how we make money .

When starting a business—no matter what type of business that may be—a business plan is essential to map out your intentions and direction. That’s the same for a restaurant business plan, which will help you figure out where you fit in the landscape, how you’re going to differ from other establishments around you, how you’ll market your business, and even what you’re going to serve. A business plan for your restaurant can also help you later if you choose to apply for a business loan .

While opening a restaurant isn’t as risky as you’ve likely heard, you still want to ensure that you’re putting thought and research into your business venture to set it up for success. And that’s where a restaurant business plan comes in.

We’ll go through how to create a business plan for a restaurant and a few reasons why it’s so important. After you review the categories and the restaurant business plan examples, you can use the categories to make a restaurant business plan template and start your journey.

a small business plan sample

Why you shouldn’t skip a restaurant business plan

First-time restaurateurs and industry veterans alike all need to create a business plan when opening a new restaurant . That’s because, even if you deeply understand your business and its nuances (say, seasonal menu planning or how to order correct quantities), a restaurant is more than its operations. There’s marketing, financing, the competitive landscape, and more—and each of these things is unique to each door you open.

That’s why it’s so crucial to understand how to create a business plan for a restaurant. All of these things and more will be addressed in the document—which should run about 20 or 30 pages—so you’ll not only have a go-to-market strategy, but you’ll also likely figure out some things about your business that you haven’t even thought of yet.

Additionally, if you’re planning to apply for business funding down the line, some loans—including the highly desirable SBA loan —actually require you to submit your business plan to gain approval. In other words: Don’t skip this step!

How much do you need?

with Fundera by NerdWallet

We’ll start with a brief questionnaire to better understand the unique needs of your business.

Once we uncover your personalized matches, our team will consult you on the process moving forward.

How to write a restaurant business plan: Step by step

There’s no absolute format for a restaurant business plan that you can’t stray from—some of these sections might be more important than others, for example, or you might find that there’s a logical order that makes more sense than the one in the restaurant business plan example below. However, this business plan outline will serve as a good foundation, and you can use it as a restaurant business plan template for when you write your own.

Executive summary

Your executive summary is one to two pages that kick off your business plan and explain your vision. Even though this might seem like an introduction that no one will read, that isn’t the case. In fact, some investors only ask for the executive summary. So, you’ll want to spend a lot of time perfecting it.

Your restaurant business plan executive summary should include information on:

Mission statement: Your goals and objectives

General company information: Include your founding date, team roles (i.e. executive chef, sous chefs, sommeliers), and locations

Category and offerings: What category your restaurant fits into, what you’re planning to serve (i.e. farm-to-table or Korean), and why

Context for success: Any past success you’ve had, or any current financial data that’ll support that you are on the path to success

Financial requests: If you’re searching for investment or financing, include your plans and goals here and any financing you’ve raised or borrowed thus far

Future plans: Your vision for where you’re going in the next year, three years, and five years

When you’re done with your executive summary, you should feel like you’ve provided a bird’s eye view of your entire business plan. In fact, even though this section is first, you will likely write it last so you can take the highlights from each of the subsequent sections.

And once you’re done, read it on its own: Does it give a comprehensive, high-level overview of your restaurant, its current state, and your vision for the future? Remember, this may be the only part of your business plan potential investors or partners will read, so it should be able to stand on its own and be interesting enough to make them want to read the rest of your plan.

Company overview

This is where you’ll dive into the specifics of your company, detailing the kind of restaurant you’re looking to create, who’s helping you do it, and how you’re prepared to accomplish it.

Your restaurant business plan company overview should include:

Purpose: The type of restaurant you’re opening (fine dining, fast-casual, pop-up, etc.), type of food you’re serving, goals you have, and the niche you hope to fill in the market

Area: Information on the area in which you’re opening

Customers: Whom you’re hoping to target, their demographic information

Legal structure: Your business entity (i.e. LLC, LLP, etc.) and how many owners you have

Similar to your executive summary, you won’t be going into major detail here as the sections below will get into the nitty-gritty. You’ll want to look at this as an extended tear sheet that gives someone a good grip on your restaurant or concept, where it fits into the market, and why you’re starting it.

Team and management

Barely anything is as important for a restaurant as the team that runs it. You’ll want to create a section dedicated to the members of your staff—even the ones that aren’t yet hired. This will provide a sense of who is taking care of what, and how you need to structure and build out the team to get your restaurant operating at full steam.

Your restaurant business plan team and management section should have:

Management overview: Who is running the restaurant, what their experience and qualifications are, and what duties they’ll be responsible for

Staff: Other employees you’ve brought on and their bios, as well as other spots you anticipate needing to hire for

Ownership percentage: Which individuals own what percentage of the restaurant, or if you are an employee-owned establishment

Be sure to update this section with more information as your business changes and you continue to share this business plan—especially because who is on your team will change both your business and the way people look at it.

Sample menu

You’ll also want to include a sample menu in your restaurant business plan so readers have a sense of what they can expect from your operations, as well as what your diners can expect from you when they sit down. This will also force you to consider exactly what you want to serve your diners and how your menu will stand out from similar restaurants in the area. Although a sample menu is in some ways self-explanatory, consider the following:

Service : If your brunch is as important as your dinner, provide both menus; you also might want to consider including both a-la-carte and prix fixe menus if you plan to offer them.

Beverage/wine service: If you’ll have an emphasis on specialty beverages or wine, a separate drinks list could be important.

Seasonality: If you’re a highly seasonal restaurant, you might want to consider providing menus for multiple seasons to demonstrate how your dishes (and subsequent purchasing) will change.

Market analysis

This is where you’ll begin to dive deeper. Although you’ve likely mentioned your market and the whitespace you hope to address, the market analysis section will enable you to prove your hypotheses.

Your restaurant business plan market analysis should include:

Industry information: Include a description of the restaurant industry, its size, growth trends, and other trends regarding things such as tastes, trends, demographics, structures, etc.

Target market: Zoom in on the area and neighborhood in which you’re opening your restaurant as well as the type of cuisine you’re serving.

Target market characteristics: Describe your customers and their needs, how/if their needs are currently being served, other important pieces about your specific location and customers.

Target market size and growth: Include a data-driven section on the size of your market, trends in its growth, how your target market fits into the industry as a whole, projected growth of your market, etc.

Market share potential: Share how much potential there is in the market, how much your presence will change the market, and how much your specific restaurant or restaurant locations can own of the open market; also touch on any barriers to growth or entry you might see.

Market pricing: Explain how you’ll be pricing your menu and where you’ll fall relative to your competitors or other restaurants in the market.

Competitive research: Include research on your closest competitors, how they are both succeeding and failing, how customers view them, etc.

If this section seems like it might be long, it should—it’s going to outline one of the most important parts of your strategy, and should feel comprehensive. Lack of demand is the number one reason why new businesses fail, so the goal of this section should be to prove that there is demand for your restaurant and show how you’ll capitalize on it.

Additionally, if market research isn’t your forte, don’t be shy to reach out to market research experts to help you compile the data, or at least read deeply on how to conduct effective research.

Marketing and sales

Your marketing and sales section should feel like a logical extension of your market analysis section, since all of the decisions you’ll make in this section should follow the data of the prior section.

The marketing and sales sections of your restaurant business plan should include:

Positioning: How you’ll describe your restaurant to potential customers, the brand identity and visuals you’ll use to do it, and how you’ll stand out in the market based on the brand you’re building

Promotion: The tools, tactics, and platforms you’ll use to market your business

Sales: How you’ll convert on certain items, and who/how you will facilitate any additional revenue streams (i.e. catering)

It’s likely that you’ll only have concepts for some of these elements, especially if you’re not yet open. Still, get to paper all of the ideas you have, and you can (and should) always update them later as your restaurant business becomes more fully formed.

Business operations

The business operations section should get to the heart of how you plan to run your business. It will highlight both internal factors as well as external forces that will dictate how you run the ship.

The business operations section should include:

Management team: Your management structure and hierarchy, and who is responsible for what

Hours: Your hours and days of operation

Location: What’s special about your location that will get people through the door

Relationships: Any advantageous relationships you have with fellow restaurateurs, places for sourcing and buying, business organizations, or consultants on your team

Add here anything you think could be helpful for illustrating how you’re going to do business and what will affect it.

Here, you’ll detail the current state of your business finances and project where you hope to be in a year, three years, and five years. You’ll want to detail what you’ve spent, what you will spend, where you’ll get the money, costs you might incur, and returns you’ll hope to see—including when you can expect to break even and turn a profit.

Financial statements: If you’ve been in business for any amount of time, include existing financial statements (i.e. profit and loss, balance sheet, cash flow, etc.)

Budget: Your current budget or a general startup budget

Projections: Include revenue, cash flow, projected profit and loss, and other costs

Debt: Include liabilities if the business has any outstanding debt or loans

Funding request: If you’re requesting a loan or an investment, lay out how much capital you’re looking for, your company’s valuation (if applicable), and the purpose of the funding

Above all, as you’re putting your financials together, be realistic—even conservative. You want to give any potential investors a realistic picture of your business.

Feel like there are other important components but they don't quite fit in any of the other categories (or make them run too long)? That’s what the restaurant business plan appendix section is for. And although in, say, a book, an appendix can feel like an afterthought, don’t ignore it—this is another opportunity for you to include crucial information that can give anyone reading your plan some context. You may include additional data, graphs, marketing collateral (like logo mockups), and more.

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The bottom line

Whether you’re writing a restaurant business plan for investors, lenders, or simply for yourself and your team, the most important thing to do is make sure your document is comprehensive. A good business plan for a restaurant will take time—and maybe a little sweat—to complete fully and correctly.

One other crucial thing to remember: a business plan is not a document set in stone. You should often look to it to make sure you’re keeping your vision and mission on track, but you should also feel prepared to update its components as you learn more about your business and individual restaurant.

This article originally appeared on JustBusiness, a subsidiary of NerdWallet.

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A Complete Guide On Small Business Plan Examples

  • August 21, 2020
  • Venture Capital Funding

Author

Introduction

To understand the concept of small business plan examples, let us go through a scenario. We know you’re starting a new business or moving to expand and want to stay focused on the positive and the last thing you want to talk about is a failure. 

Have you ever thought about why businesses fail? For almost 70% of business companies, failure is the reality, and the primary cause is a lack of planning. 

Let’s suppose you and your family want to go to Paris next summer. When the day comes, you pack up your things, get into the car/bus/airplane, and go there. 

Two weeks later you are well-rested, your phone is full of fun photos, and you can’t wait to get back to your hometown and tell everybody about the great time you had.

So, can you imagine doing this without any planning ahead of time? Do you even want to imagine what that vacation would look like?

Plans might be boring to look at and read, but without them – things can go wrong. And if this applies to fun things in our lives, imagine how much it should apply to start a business.

All businesses, big and small, start with an idea. But it’s only when that idea is put down on paper and formulated into a business plan that it gets a chance to become a reality.

In this post, starting with a short description of small business plans with small business plan examples, Furthermore, I will discuss 9 Small Business Plan Examples for students and organizations and will help you analyze which one works for you.

“Going into business without a business plan is like going on a mountain trek without a map or GPS support- you”ll eventually get lost and starve” 

                                                                                                         -Kevin J. Donaldson

How do I write a small business plan?

Writing a business plan is extremely important for your new start-up because it will determine if your business will be able to succeed in this competitive business world.

Preparing a business plan is like outlining an itinerary for a picnic. It does not have to be overly detailed, but shouldn’t be too simplistic either. 

Similarly, you would need to have a simple orientation plan stating where you want to go, how it is going to be achieved with the potential and market competition for your startup. 

You have to demonstrate an objective and bright map that you can follow step by step while developing your business. 

Further, I  will explain how to outline a business plan, based on the 10 components that will help you stay organized and to guide you through the process.

What are the 10 components of a business plan?

Although the exact structure of business plans varies based on your business requirements, Hence, I will help you with the 10 basic components that you should include before starting a new business.

  • Mission and vision statement so you articulate what you’re trying to create.
  • Description of your company’s product or service.
  • Description of how your product or service is different from all the rest in the market?
  • Marketing research that discusses the market you’re trying to enter, competitors, where you fit, and what sort of market share you think you’ll secure;
  • Description of your management team, including the experience of key team members and their previous successes.
  • How do you plan to market the product or service through different sales channels?
  • Analysis of your company’s strengths, weaknesses, opportunities, and threats, which will show that you’re realistic and have considered opportunities and challenges.
  • Develop an income statement so you can understand your present and future needs.
  • Revenue projections through the management and operational plans.
  • Summary/conclusion that wraps everything together ((this also might be an executive summary at the start of the plan).

Why do you need a business plan?

There are many reasons why you would like a business plan, although these reasons vary by the sort of business you’re starting and the way you plan to use your business plan. So, Let’s go through some of the reasons::

  • A business plan is required if you are going to pitch your business to investors, apply for a bank loan, or bring in a business partner.
  • You won’t truly be able to qualify your business idea without understanding your target market, conducting a feasibility analysis, and researching the competition.
  • A good small business plan not only outlines where you’re and where you would like to be but also helps you identify the precise actions you would take to get there.
  • A business plan can provide essential background information on your strategy, business, and culture to employees such as managers and staff, as your business grows.
  • The financial section of your business plan can be a useful tool for managing cash flow every month and based on your business budget.

Business plan examples  

Houses on the lake, executive summary :.

Houses on the Lake will create a competitive model. This model will be for vacation houseboat rental on Lake Shasta in Northern California.

Rather than purchasing houseboats, the business will offer rentals to families and young couples of small (up to six persons) houseboats on loan from existing owners.

So, the business will become profitable in its second year and quite profitable in its third, because the owner and founder, Robert Hopkins, expands the offering from three to eight houseboats.

Rental rates will be on the low end for the market, starting at around $600 for 3 days during an off-season.

Highlights

Houses On The Lake will launch its business with three vacation houseboats and has the following objectives :

  • Rent land for marina and marina facilities.
  • Create a pool of eight houseboats from current owners interested in renting them out.
  • Steadily increase revenues each year.
  • Achieve a 50% retention rate of customers from 2-3 years.

Houses On The Lake will offer competitively priced vacation houseboat rentals for families and couples. Hence, the business will provide families and couples the balance of relaxation & excitement they seek by providing options for activities to suit both groups & individuals.

Keys to Success

Keys to success in the vacation houseboat business include :

  • Impeccable upkeep of the rental boats to maintain the luxury of the accommodations
  • A wide variety of activities and services to promote and suggest to families
  • Seasonal pricing to boost year-round utilization of the boats

Company Summary

Houses On The Lake was founded by Robert Hopkins, a previous bed and breakfast owner who relocated to California after twenty years running his business in Vermont.

Houses On The Lake offers a vacation to large families and groups of families. The business was incorporated in 2009 and launched in 2010 upon funding. 

Company Ownership

Robert Hopkins established Houses On The Lake as a Limited Liability Company. Robert will retain a 100% share of the company and will receive a loan to make up additional capital.

The standard House On The Lake houseboat will vary in its amenities with the features as : 

  • Sleeps a complete of 6, with a minimum of one private room
  • 1 full bathroom
  • Fully equipped kitchen (refrigerator, freezer, range/oven, etc.)
  • Central air and heat
  • Gas barbecue
  • Generator  

Market Analysis 

The U.S. vacation houseboat market includes vacationers who are both local and from afar, including other countries. So, the market is primarily segmented based on age and family status.

The key market segments for houseboat rentals are described below as :

Young Couples:   Aged 21 to 39, young couples without children search for romantic getaways also as high-energy activities.

Older Couples: Aged 40 and up, although some within this age group seek quieter activities like fishing, light hiking, etc.

Families: Couples or individuals with children require a mixture of relaxation for folks and high-energy activities for youngsters.

Market Analysis

Competitive Analysis

Competitors in the Lake Shasta region include:

  • Shasta Marina Resort: Offering ski boats, and three 14 or 16 sleeper houseboats, they provide dock hands and full services. Marketing for his or her business focuses on a mixture of older groups, twenty-somethings, and youngsters.
  • Antlers Resort and Marina: Offers 8 houseboats, watercraft, and other cabin rentals. The business is forty years old and is the largest of the tiny resorts on Lake Shasta.
  • Holiday Harbor: Also offers 7 houseboats, camping, toy rentals, & RVs. Offers much equivalent information on its website because of the others, with little differentiation.

Houses On The Lake features a competitive edge up the hospitality experience of Robert Hopkins. The effect of this edge is going to be a high customer retention rate.

Marketing Strategy

Houses On The Lake will offer an excellent deal of data both for potential renters/vacationers through these marketing strategies.

Website Marketing

The website will target young couples and families curious about Lake Shasta vacations and current houseboat owners on Lake Shasta through the subsequent :

  • Banner ads on travel-related websites
  • Google AdWords text ads
  • Listing in houseboat rental databases for Lake Shasta
  • Search engine optimization is undertaken by the initial Web developer and an ongoing SEO firm.

Travel Agents

Reaching out and building relationships with travel agents who are going to be offered discounted rates to bundle with packages for his or her clients.

Sales Strategy

Houses On The Lake’s sales are going to be managed by Robert Hopkins. He will receive reservation requests from interested customers, approve them by email, respond by phone to answer specific questions raised, & pursue business through partnerships with travel agencies.

So, this will include offering a reduction to travel agents so that they can provide travel packages to their customers. Therefore, sales will depend in large part on the web reservation request form to shut business.

The website will prepare customers with information so that they are better informed before reserving. Robert Hopkins is going to be paid a base salary and compensated for sales through the profits of the business.

In other words, he will have the authority to vary from the advertised prices but will use this at his discretion to book dates. He will also update the rates offered on the website and therefore the availability calendar as required.

The milestones table illustrates the key marketing activities around the launch of the business.

Milestones

Management Summary

Houses On The Lake will be managed by Robert Hopkins. He will be personally responsible for operations, sales, and marketing.

Robert will sell additional services to renters who arrive and personally greet them all to find out how he can help them with recommendations.

So, he will also run the marina, provide renter orientations and support, schedule, and supervise boat cleanings by a contracted cleaning service, repair, and maintenance.

Financial Projections

The business will grow from three boats offered within the first year to eight offered within the third year. However, this can be done without expanding the marina, as these will all be relatively small boats.

Robert Hopkins will provide the bulk of the equity investment from the proceeds of the sale of his bed and breakfast business.

Credit cards will provide a small amount of current borrowing. Additionally, a three-year loan will be taken out for the remaining financing.

Hence, gross margins will improve in the summers and future years as the cost of sales are at a lower rate during summer when rates and prices are higher.

Website marketing includes $1000 per month for ongoing search engine marketing, $750 per month for search engine optimization, and $250 per month for website hosting and maintenance.

Rent is set at $2,000 per month and utilities at $150 per month in the first year.

Hence, based on these projections, the business will have a loss within the first year and move to profit within the second, with significant profit within the third for Hopkins as the number of boats under management increases.

Profit Monthly

Fressen Catering

Fressen Catering is a catering company that serves the Philadelphia market. It offers creative, colorful, and various food options for kosher and traditional standbys.

After that, Catering service will inject new life into the kosher catering market, leveraging Chef Susan Cheflly’s culinary skills to induce creative new catering options. 

Susan’s industry insight, advanced skills, and excellent market opportunity will allow Fressen Catering to succeed in profitability by month 11 and generate $395,000 in revenues for year three.

Highlights Summary

Objectives :

The objectives for the primary three years of operation include:

  • Develop a service-based company whose primary goal is to exceed customer’s expectations.
  • Increase the number of clients served by 20% per annum through superior service.
  • Develop a sustainable start-up business.
  • To develop enough income to pay all salaries also as grow the business.

Fressen Catering’s mission is to supply the customer with the best kosher catering. We exist to attract and maintain customers. When we adhere to the present maxim, everything else will fall under place.

However, our services will exceed based on the expectations of our customers.

Keys to Success :

The key to success is to satisfy and exceed the customer’s needs in terms of quality of food and excellence of service. 

Fressen Catering, located in Philadelphia, will offer high-end kosher catering to the Philadelphia community. Therefore,  Fressen Catering will serve parties of 25-300 people.

All of the food and drink items served will be done under the strict supervision of the Orthodox Rabbinic authority.

Startup Summary :

Fressen Catering will incur the following start-up costs:

  • Two commercial stoves with ovens.
  • Dishwasher.
  • Two sets of cookware.
  • Two sets of dishware.
  • One van with rolling racks built-in (a rolling rack may be a wheeled rolling cart system that’s insulated for both hot and cold food).
  • Assorted serving trays and utensils, knives, and cutting boards (two each). 
  • Desk and chair.
  • Computer with printer, CD-RW, Microsoft Office, and QuickBooks Pro.  
  • Copier and fax machine.

The following items which are considered assets to be used for more than a year will be labeled long-term assets and will be depreciated using the G.A.A.P. approved straight-line depreciation method.

Startup Summary

Fressen Catering is a sole proprietorship that is owned by Susan Cheflly.

Fressen Catering will provide catering for weddings, Bar/Bat Mitzvahs, and other assorted parties. So, one of the major tenets is the prohibition of meat and dairy in the kitchen together.

Fressen Catering will serve a good sort of dish. This is offered for two reasons.

  • The larger repertoire of menu items is a benefit to the customers.
  • A large selection is required because meat and dairy can’t be mixed within the meal, so, in essence, you’ve got to possess two different menus, one with dairy and one with meat.

The ingredients cost more, also because of the additional equipment that’s needed to eliminate the blending of dairy and meat products. Per person, costs range from $45-110.

Market Analysis

Several caters provide services that are quite almost like one another in terms of price and menu options.

Fressen Catering has two distinct target populations:

Middle-class kosher clients-

This group of individuals doesn’t have huge amounts of income. It is costly to sponsor a kosher banquet, and is willing to incur the expenses, but will attempt to minimize them.

Upper-class kosher clients-

This group is characterized as a wealthy one throughout their lives and willing to spend whatever it takes to throw a high-end kosher dinner function.

Market

At the low- to mid-price point of the cost spectrum, there are four other kosher caterers.

These caterers tend to serve the part of the market that has kosher food served at an occasion due to religious beliefs, & struggle to continue the value variance between standard and kosher catering.

There is one high-end caterer who will compete with Fressen. They do not provide their clients with upper-end service.

However, this company isn’t a robust competitor due to their overpriced service offerings relative to the service provided. Moreover, their business has been declining over the last few years.

Strategy and Implementation

Fressen Catering will gain market share within the kosher catering market by leveraging its competitive edges like attention to detail and innovative nouveau cuisine kosher meals.

These areas have been ignored in this market for some time now. These competitive edges will be Fressen’s game plan for increasing its market share.

Fressen’s marketing strategy will be accomplished in two ways. The first method is a targeted advertising campaign. 

Advertisements will be placed in various Jewish and a few Synagogue-specific newsletters. These advertisements should yield a fair amount of service inquiries since they’re fairly targeted toward the target population.

The other marketing strategy that may be a smaller amount formal is a networking campaign. Susan has been a lively member of the Philadelphia Jewish community for five years.

Therefore, Susan will leverage her contacts within the Jewish community to boost awareness for her catering activities. It costs far less & the relationships that it builds will be far stronger.

Fressen Catering will have several milestones early on:

  • Business plan completion will act as a blueprint for the organization. This will be an important tool for the continued performance and improvement of the corporate.
  • Kitchen and office set up.
  • The first catering job.
  • Profitability.

Fressen Milestones

Fressen’s sales strategy will be based on superior customer attention and a comprehensive repertoire of dishes for the menu.

Susan recognizes when a prospective customer calls to urge information about Fressen. She will do this by spending as much time on the phone as necessary.

Additionally, for the basic kosher dishes, Susan will provide many innovative nouveau cuisine kosher items that she has learned during her years spent in the culinary industry.

Sales Forecast

The first month will be utilized to set up the office & kitchen. There will be no sales activity during the initial month. The second month will see a couple of catering jobs, but still won’t be a big source of income.

Months three and four will see a gentle increase in sales. Therefore, throughout the year it’s forecasted that sales will incrementally grow in size until profitability is reached toward the top of year one.

Sales Monthly

Susan Cheflly, the founder and owner of this company received her Bachelor of Arts from the University of Pittsburgh. After college, Susan decided to work in the restaurant industry. 

While serving at a famous restaurant in Pittsburgh, Susan befriended one of the chefs there who began to show her cooking techniques.

However, after six months of this tutoring, Susan decided to enter the Pennsylvania Culinary Institute. Susan completed the one-year program and graduated.

Financial Plan

The following table details important financial assumptions.

Projected Cash Flow

The following chart and table will indicate the projected income.

Cash

Projected Profit and Loss

The following table will indicate the projected profit and loss.

Profit Yearly

Business Plan for Startup

So, you know you need a business plan. The next question to consider is what kind of business plan is the best fit for your small business. There are many types of business plans.

 Each of these types of business plans has different objectives. So let’s discuss the various business plans with their examples to succeed.

1. Traditional Plan (Simple/Standard business plan)

Traditional Plans are also known as “Simple or Standard Business Plans” . This type of plan is very detailed, takes more time to write, and is comprehensive.

So, the most standard business plan includes an executive summary, product, or service it sells, the targeting audience, marketing strategy, and finances.

When and Why should you opt for traditional plans?

Lenders and investors commonly request this plan. So, you need to show this plan if you are seeking loans or investments. Also, keep in mind, Traditional plans are ideal for businesses that need a road map to prepare for the future.

For example, plans for seeking outside investment should include a discussion of an eventual exit for investors, and the planned use of the invested funds.

So, plans supporting a loan application might include projected ratios the bank wants to ascertain, like debt to equity, quick or current ratios.

Traditional Plan

2. Internal Business Plan

An internal business plan is written with a detailed map of finances, personnel, resources, sales forecast, performance expectation, and prospective investments or partners for a company. 

Therefore, these plans are only for internal stakeholders of the business. Remember, Internal plans aren’t intended for banks, outside investors, or other third parties.

When and Why should you opt for Internal plans?

An internal business plan should be adopted if you are into a startup business or a small enterprise as they are in pursuit of further expansion and enlargement and need a pattern to follow from time to time. 

In other words, this plan deals with possible scenarios like what you’re doing is working, or do you need to consider a change?

Are you sliding backward or moving forward? So, the goal of this sort of business plan is to form your business run as smoothly as possible.

For example, pick a revenue target and choose the date you would like to achieve. In addition, have a clear understanding of exactly what you need to do to get there and for whom you are going to do it. 

So, you can have several objectives, just make sure they are all in alignment with your mission and vision.

Internal Business Plan

3. Strategic Business Plan

The strategic business plan comprises business vision, mission statement, strategies for achieving objectives, success factors, and implementation schedules. 

Larger enterprises use strategic plans, in which teams of high-level management and sometimes expensive consultants develop a broad-brush, high-level strategy.

When and Why should you opt for strategic plans?

When it comes to strategic planning, whether you are in the first few days or if you’ve owned your business for a long time, it’s not too late to sit down and think about the current status of your company and where you want to be in the next five to 10 years.

So, the primary purpose of the strategic business plan is to carve the way to go ahead and answer the questions like What are you going to get and How do you intend to go about it.

For example, if you have a goal of increasing sales by ten percent in the next year, you can track this by measuring sales numbers. Equally important is having an action plan to achieve these goals and objectives. 

For this, you can pursue more marketing and social media outreach as part of your action plan. 

Strategic Planning Cycle

4. One Page business plan  

One Page business plan includes problem statement, solution, business model , target market, competitive advantage, management team, financial summary, and funding required. 

When and Why should you opt for One Page Business plans?

If you’re looking to start an easy product or service business as a sole proprietor or one-person corporation you do not need a 50-page business plan. A shorter plan will suffice.

So, one page business plan explains who your customers are, what problems they are facing, who are your competitors, how many resources you have, and who is on your team.

For instance, if you are writing a plan to seek investors. Talk up your collective expertise as justification for why investors should buy into your operation.

Is your business model truly disruptive? Demonstrate why it is and how your audience will benefit from it. 

One Page Business Plan

5. Lean Business Plan

A lean business plan does what every aspiring startup & business owner must manage tactics, strategy, execution, and essential business numbers. 

Remember, this plan mainly attracts investors, so it relies more on graphics and charts than long-written facts.

When and Why should you opt for Lean Business plans?

Lean plans should be adopted if you’re trying to grow your business and want to use it as a tool to track your financials and milestones against what you projected so you’ll answer opportunities and react to challenges quickly.

For instance , Startup business plans are typically lean to help launch companies quickly and allow for easy changes as the company grows. They only include essential information like your customer base, finances, and infrastructure.

Lean Business Plan

6. Annual Business Plan ( Operational Business Plan)

An operations business plan will include an explanation in detail about your company’s objectives, goals, procedures, and timeline. It is also termed as an “Annual Business plan” & as the name suggests that plan is for the annual purpose.

When and Why should you opt for Annual Business plans?

Annual business plans are more important for startups. They attract the initial investors at the very beginning of the business. So, these business plans give you the chance to show investors you know how you want your business to run. 

Let’s consider an example if a train manufacturer develops a plan to expand revenue by fifty percent that plan will include operations, marketing & sales components. 

However, the operations components of the plan would include manufacturing, procurement & logistic strategies that enable the firm to boost production to support revenue growth.

Annual Business Plan

7. Growth Business Plan (Expansion Business Plan)

Growth business plans are referred to as “Expansion business plans” as it involves the expansion of a new location or launching a particular product thereby expanding the merchandise portfolio.

When and Why should you opt for Growth Business plans?

These types of business plans are generally used when the funding has been done internally or the product is being launched within the company.

So, the main purpose of growth plans is to write them with investors in mind. Investors want an overview of how your company plans to create sales within the coming months.

For instance, If your business requires a retail presence, outline where you would possibly seek to open additional shops and what your geographic strategy is going to be. 

Growth Business Plan

8. Feasibility Business Plan ( What if Plan)

A feasibility business plan is a study conducted before initiating a business plan. Sometimes called a “feasibility study,” or a “What if Plan” includes sections describing proposed growth, target demographics, market analyses, and capital needs.

When and Why should you opt for Feasibility Business plans?

You would create a feasibility plan if you’re thinking about growing, offering a new product, or tapping into a new market.

A feasibility business plan answers two primary questions on a proposed business venture: who, if anyone, will purchase the service or product an organization wants to sell, and if the venture can turn a profit.

For example , the feasibility plan for a new kind of brick kiln might include the steps to establish a working version in a laboratory, then a small prototype in the field, and then a first working product.

Feasibility Business Plan

9. Startup Business Plan

A startup business plan represents a well-written document that describes your startup business, its strategies, objectives,  financial forecast, and the market that you’re targeting.

When and Why should you opt for Startup Business plans?

Startup business plans come after established companies launch a new product line or cater to an entirely new business segment in the market. 

Hence, the startup plan’s purpose is to lay out the steps and details of getting a new venture up and running,  providing a framework for the successful future of your business & to secure funding from outside sources.

For instance , if you want to set up a restaurant & you do not have enough capital to start the business. So, the alternative is to obtain financing with a business loan through a bank. 

Startup Business Plan

Tools to create a business plan

Creating a business plan will take you undivided time and a spotlight, but there are business planning tools available to assist streamline the method.

There are templates available are as :

  • Business Planning & Financial Statements Template  
  • Business Plan Template for a Small Business
  • the one-page Business plan  
  • Find Free Sample Business Plans 

And let’s not forget about all-in-one online tools like :

  • SBA- Important Business Plan  
  • LivePlan: Business Plan Software
  • Rocketlawyer-business-plan
  • StratPad: Business planning software and tools . 

There are also many business plan tutorials available, including video business planning tutorials.

                                        “A Goal without a plan is just a wish”                                     -Antoine de saint-exupéry

One last tip, I would like to mention is about the mistake many small business owners make while creating a business plan, and then completely forgetting about it. 

Therefore, the best place to start is to thoroughly research your industry, competitors, and financials so that you’ll have the bulk of information you’ll need to reference and include in your business plan.

Once you have created a business plan, consider it as an internal tool you use on an ongoing basis in your business. 

Remember that an Executive summary is an important part of all the components of a business plan. The executive summary has only one objective: get the investor to read about your business plan.

So, the most effective small business plans act as a living document in the business to help guide decisions and keep your business on track. 

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  • Annual Business Plan
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  • Feasibility Business Plan
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  • Lean Business Plan
  • One page business plan
  • Operational Business Plan
  • Pre-screening
  • Risk Assessment
  • Small Business Plan Examples
  • Startup Business Plan
  • Strategic Business Plan
  • Traditional Business Plan
  • What if Plan
  • What is a small business plan?

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Look no further – this book is packed with the insights, tips, and strategies you need to become a successful entrepreneur. Discover the two most significant driving forces of successful entrepreneurship, examples of the best entrepreneurial leaders, and why focus and tenacity matter more than strategies, business plans, and techniques.

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Don’t miss out on this opportunity to learn the secrets of successful entrepreneurship. Buy this book now and start your journey towards success!

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Download Free Business Plan Examples

Download a free business plan in pdf or word doc format to make writing a plan fast and easy, find your sample plan.

Discover the sample plan that best fits your business. Search our gallery of over 550 sample business plans and find the one that's right for you.

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A complete business plan Unlike other blank templates, our business plan examples are complete business plans with all of the text and financial forecasts already filled out. Edit the text to make the plan your own and save hundreds of hours.

A professional business plan template All 550 of our business plans are in the SBA-approved format that’s proven to raise money from lenders and investors.

Instructions and help at every step Get help with clear, simple instructions for each section of the business plan. No business experience necessary.

A Word doc you can edit We don’t just have PDF documents that make editing a challenge. Each plan is available in Word format so you can start editing your business plan example right away.

Key Sections Included in our Example Business Plans:

Executive Summary : A quick overview of your plan and entices investors to read more of your plan.

Company : Describes the ownership and history of your business.

Products and Services : Reviews what you sell and what you’re offering your customers.

Market Analysis : Describes your customers and the size of your target market.

Strategy and Implementation : Provides the details of how you plan on building the business.

Management Team : An overview of the people behind the business and why they’re the right team to make the business a success.

Financial Plan : A complete set of forecasts including a Profit and Loss Statement, Cash Flow Statement, and Balance Sheet.

Looking for a sample business plan PDF? You can download a few PDF examples below:

  • Accounting and Bookkeeping Sample Business Plan PDF
  • Agriculture Farm Sample Business Plan PDF
  • Cleaning Service Sample Business Plan PDF

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How to Pitch Your Business Plan in Just 10 Minutes

D elivering a good pitch for your business is as much about conveying emotion as conveying information. The saying "They don't care what you know until they know that you care" is good advice to follow. A pitch doesn't need to be long, and your audience will appreciate it if you keep the pitch as brief as possible. In the updated second edition of our best-selling book Write Your Business Plan , Eric Butow, CEO of online marketing ROI improvement firm Butow Communications Group, explains how you can put together a pitch in ten minutes that's broken down into one topic every minute.

Order Write Your Own Business Plan Now and Get 1 Month of Free Access to Business Planning Software Liveplan Premium

  • Easy step-by-step business plan generator
  • Built-in financial calculators
  • 500+ sample plans and templates

10-Minute Pitch Planner

  • Minute 1: Personal introduction. Let the audience know that you personally care about the people and the problem you are trying to solve.
  • Minute 2: State the problem . People with this problem have emotions invested. They may be struggling, irritated, angry, and/ or disenfranchised. Keep human emotions real. Break down the problem into its component parts accompanied by a diagram.
  • Minute 3: Present the solution. Show excitement and passion for your business's solution. Walk the audience not only through how the solution works but also through the great benefits of the solution.
  • Minute 4: Show your business model. Now is the time to tell the audience how you will make money. Explain how you are going to charge people for the solution you are offering.
  • Minute 5: Talk about your competition. Do not talk about how you're better than the competition. Instead, focus on how you're different. Your attitude toward the competition gives the audience a peek into your business soul. Are you dutifully respectful of their presence and power or are you arrogant enough to think your little startup will have no problem beating them? Err on the side of humility.
  • Minute 6: Talk about your market and how you'll sell to them . Get excited as you talk about how many potential customers are out there and how you're going to get them. Take the audience through the market data, your chosen point of entry, and your sales and marketing strategy.
  • Minute 7: Tell the audience about how much money you'll make . Talk about how selling to your market shows the unit economics of a single customer (price), and the size of the market shows how many potential deals are out there (quantity). Armed with this information, you can describe how revenue builds over time
  • Minute 8: Introduce your team. It's important to introduce your team in the context of the business so the audience understands why it is what it is. If you introduce the team up front, you will have to circle back to describe their roles later, which wastes time.
  • Minute 9: Prove your business has traction. You need to show results to get investors and customers to buy in. So, answer important questions such as: What has the team accomplished? Does the company have revenue? Are the customers happy?
  • Minute 10: Ask for the buy-in. You need to spend the last minute asking for people to buy into your business and your vision, no matter if that's asking investors for money or asking someone to work for you. In this last minute, paint a clear picture of what you need from the audience and what investing with you will look like.

Write Your Own Business Plan is available now at Entrepreneur Bookstore | Barnes & Noble | Amazon

Use as many charts, tables, and other graphic elements as it takes to get your point across. But don't count on lavish visuals to sway a skeptical reader. Some readers actually are put off by plans that seem to be trying to wow them through the presentation.

To dig deeper, buy Write Your Own Business Plan and get 1 month of free access to business planning software Liveplan Premium.

How to Pitch Your Business Plan in Just 10 Minutes

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Create a form in Word that users can complete or print

In Word, you can create a form that others can fill out and save or print.  To do this, you will start with baseline content in a document, potentially via a form template.  Then you can add content controls for elements such as check boxes, text boxes, date pickers, and drop-down lists. Optionally, these content controls can be linked to database information.  Following are the recommended action steps in sequence.  

Show the Developer tab

In Word, be sure you have the Developer tab displayed in the ribbon.  (See how here:  Show the developer tab .)

Open a template or a blank document on which to base the form

You can start with a template or just start from scratch with a blank document.

Start with a form template

Go to File > New .

In the  Search for online templates  field, type  Forms or the kind of form you want. Then press Enter .

In the displayed results, right-click any item, then select  Create. 

Start with a blank document 

Select Blank document .

Add content to the form

Go to the  Developer  tab Controls section where you can choose controls to add to your document or form. Hover over any icon therein to see what control type it represents. The various control types are described below. You can set properties on a control once it has been inserted.

To delete a content control, right-click it, then select Remove content control  in the pop-up menu. 

Note:  You can print a form that was created via content controls. However, the boxes around the content controls will not print.

Insert a text control

The rich text content control enables users to format text (e.g., bold, italic) and type multiple paragraphs. To limit these capabilities, use the plain text content control . 

Click or tap where you want to insert the control.

Rich text control button

To learn about setting specific properties on these controls, see Set or change properties for content controls .

Insert a picture control

A picture control is most often used for templates, but you can also add a picture control to a form.

Picture control button

Insert a building block control

Use a building block control  when you want users to choose a specific block of text. These are helpful when you need to add different boilerplate text depending on the document's specific purpose. You can create rich text content controls for each version of the boilerplate text, and then use a building block control as the container for the rich text content controls.

building block gallery control

Select Developer and content controls for the building block.

Developer tab showing content controls

Insert a combo box or a drop-down list

In a combo box, users can select from a list of choices that you provide or they can type in their own information. In a drop-down list, users can only select from the list of choices.

combo box button

Select the content control, and then select Properties .

To create a list of choices, select Add under Drop-Down List Properties .

Type a choice in Display Name , such as Yes , No , or Maybe .

Repeat this step until all of the choices are in the drop-down list.

Fill in any other properties that you want.

Note:  If you select the Contents cannot be edited check box, users won’t be able to click a choice.

Insert a date picker

Click or tap where you want to insert the date picker control.

Date picker button

Insert a check box

Click or tap where you want to insert the check box control.

Check box button

Use the legacy form controls

Legacy form controls are for compatibility with older versions of Word and consist of legacy form and Active X controls.

Click or tap where you want to insert a legacy control.

Legacy control button

Select the Legacy Form control or Active X Control that you want to include.

Set or change properties for content controls

Each content control has properties that you can set or change. For example, the Date Picker control offers options for the format you want to use to display the date.

Select the content control that you want to change.

Go to Developer > Properties .

Controls Properties  button

Change the properties that you want.

Add protection to a form

If you want to limit how much others can edit or format a form, use the Restrict Editing command:

Open the form that you want to lock or protect.

Select Developer > Restrict Editing .

Restrict editing button

After selecting restrictions, select Yes, Start Enforcing Protection .

Restrict editing panel

Advanced Tip:

If you want to protect only parts of the document, separate the document into sections and only protect the sections you want.

To do this, choose Select Sections in the Restrict Editing panel. For more info on sections, see Insert a section break .

Sections selector on Resrict sections panel

If the developer tab isn't displayed in the ribbon, see Show the Developer tab .

Open a template or use a blank document

To create a form in Word that others can fill out, start with a template or document and add content controls. Content controls include things like check boxes, text boxes, and drop-down lists. If you’re familiar with databases, these content controls can even be linked to data.

Go to File > New from Template .

New from template option

In Search, type form .

Double-click the template you want to use.

Select File > Save As , and pick a location to save the form.

In Save As , type a file name and then select Save .

Start with a blank document

Go to File > New Document .

New document option

Go to File > Save As .

Go to Developer , and then choose the controls that you want to add to the document or form. To remove a content control, select the control and press Delete. You can set Options on controls once inserted. From Options, you can add entry and exit macros to run when users interact with the controls, as well as list items for combo boxes, .

Adding content controls to your form

In the document, click or tap where you want to add a content control.

On Developer , select Text Box , Check Box , or Combo Box .

Developer tab with content controls

To set specific properties for the control, select Options , and set .

Repeat steps 1 through 3 for each control that you want to add.

Set options

Options let you set common settings, as well as control specific settings. Select a control and then select Options to set up or make changes.

Set common properties.

Select Macro to Run on lets you choose a recorded or custom macro to run on Entry or Exit from the field.

Bookmark Set a unique name or bookmark for each control.

Calculate on exit This forces Word to run or refresh any calculations, such as total price when the user exits the field.

Add Help Text Give hints or instructions for each field.

OK Saves settings and exits the panel.

Cancel Forgets changes and exits the panel.

Set specific properties for a Text box

Type Select form Regular text, Number, Date, Current Date, Current Time, or Calculation.

Default text sets optional instructional text that's displayed in the text box before the user types in the field. Set Text box enabled to allow the user to enter text into the field.

Maximum length sets the length of text that a user can enter. The default is Unlimited .

Text format can set whether text automatically formats to Uppercase , Lowercase , First capital, or Title case .

Text box enabled Lets the user enter text into a field. If there is default text, user text replaces it.

Set specific properties for a Check box .

Default Value Choose between Not checked or checked as default.

Checkbox size Set a size Exactly or Auto to change size as needed.

Check box enabled Lets the user check or clear the text box.

Set specific properties for a Combo box

Drop-down item Type in strings for the list box items. Press + or Enter to add an item to the list.

Items in drop-down list Shows your current list. Select an item and use the up or down arrows to change the order, Press - to remove a selected item.

Drop-down enabled Lets the user open the combo box and make selections.

Protect the form

Go to Developer > Protect Form .

Protect form button on the Developer tab

Note:  To unprotect the form and continue editing, select Protect Form again.

Save and close the form.

Test the form (optional)

If you want, you can test the form before you distribute it.

Protect the form.

Reopen the form, fill it out as the user would, and then save a copy.

Creating fillable forms isn’t available in Word for the web.

You can create the form with the desktop version of Word with the instructions in Create a fillable form .

When you save the document and reopen it in Word for the web, you’ll see the changes you made.

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IMAGES

  1. FREE 26+ Sample Small Business Plan Templates in Google Docs

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  2. Small Business Plan Templates

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  3. FREE 26+ Sample Small Business Plan Templates in Google Docs

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  4. FREE 26+ Sample Small Business Plan Templates in Google Docs

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  5. One-Page Business Plan: The Step-By-Step Guide

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  6. A Complete Guide On Small Business Plan Examples

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VIDEO

  1. How to Write a Business Plan for Small Business in 2023

  2. Small Business Plan Sample

  3. Business Plans for Small Business

  4. Small Business Basics: Business Planning

  5. Business Plan for Small Businesses

  6. How To Write a Business Plan To Start Your Own Business

COMMENTS

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  2. Simple Business Plan Template (2024)

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  3. 550+ Sample Business Plan Examples to Inspire Your Own

    550+ Business Plan Examples to Launch Your Business Need help writing your business plan? Explore over 550 industry-specific business plan examples for inspiration. Go even further with LivePlan, which harnesses AI-assisted writing features and SBA-approved plan examples to get you funded. Find your business plan example

  4. 24 of My Favorite Sample Business Plans & Examples For Your Inspiration

    24 of My Favorite Sample Business Plans & Examples For Your Inspiration Download Now: Free Business Plan Template Clifford Chi Published: February 06, 2024 First Name * Last Name * Email * Phone Number * Website URL * Company Name * How many employees work there? * Subscribe to HubSpot's marketing blog We're committed to your privacy.

  5. Free Small Business Plan Templates

    Download Small Business Plan Sample Microsoft Word | Adobe PDF | Google Docs Use this small business plan sample template to draft the subsections and headings of the contents of your plan. This template provides editable sample text that shows you how to organize and create a ready-to-be-implemented business plan.

  6. How to Write a Business Plan, Step by Step

    7. Perform a business financial analysis 8. Make financial projections 9. Add additional information to an appendix Business plan tips and resources MORE LIKE THIS Small Business A...

  7. Free Simple Business Plan Templates

    In this article, we've compiled a variety of simple business plan templates, all of which are free to download in PDF, Word, and Excel formats. On this page, you'll find a one-page business plan template, a simple business plan for startups, a small-business plan template, a business plan outline, and more.

  8. How To Write A Business Plan (2024 Guide)

    Describe Your Services or Products. The business plan should have a section that explains the services or products that you're offering. This is the part where you can also describe how they fit ...

  9. How to Write a Business Plan: Guide + Examples

    How to Write a Business Plan: Step-by-Step Guide + Examples Noah Parsons 24 min. read Updated February 2, 2024 Download Now: Free Business Plan Template Writing a business plan doesn't have to be complicated.

  10. Business Plan Templates: 26 FREE Samples

    For example, a plan for a small business seeking potential investors or a business loan will need to provide income statements, cash flow statements, and a balance sheet (usually for a three-year or five-year forecast period).

  11. Free Business Plan Template For Small Businesses

    Stating your value proposition Identifying/anticipating potential risks Seeking investments from banks and other sources Setting benchmarks, goals and key performance indicators (KPIs) A business plan also gives you a way to assess the viability of a business before investing too much time or money into it.

  12. Bplans: Business Planning Resources and Free Business Plan Samples

    Popular Downloads See More SWOT Analysis Easily evaluate your competitive position and develop effective growth strategies. Cash Flow Forecast Improve the health of your business by easily estimating your business's financial future. Lean Business Plan Template Fast, simple, and shareable. Start with a one-page plan to grow alongside your business.

  13. How to Write a Simple Business Plan

    Write the Executive Summary. This section is the same as in the traditional business plan — simply offer an overview of what's in the business plan, the prospect or core offering, and the short- and long-term goals of the company. Add a Company Overview. Document the larger company mission and vision.

  14. 7 Business Plan Examples to Inspire Your Own (2024)

    7 business plan examples: section by section. The business plan examples in this article follow this example template: Executive summary. An introductory overview of your business. Company description. A more in-depth and detailed description of your business and why it exists. Market analysis.

  15. Write a Business Plan

    Find a business plan template you like. Find a sample plan or similar company to give you example information. Suggested strategies: Finding startup costs and calculating sales for a new business can be difficult, and any you do find can vary dramatically based on your product, service or location. There is no one standard formula.

  16. 400+ Business Plan Examples and Templates [2024 Download]

    400+ Business Plan Examples To help you write your business plan, we have created a library of business plan examples for almost all industries. Startup Business Plan Template Business Plan Template for Small Business One Page Business Plan Select your Business Category IT, Staffing & Customer Service (16)

  17. How To Create a Business Plan for a Small Business (With Example)

    Small business plan example View this example of a small business plan: Executive summary Unique Boutique is a retail clothing and accessories store that focuses on selling rare and limited edition fashion pieces for consumers. The retail store stocks limited quantities of each piece to help customers maintain a unique and personalized clothing style and constantly stocks a new assortment of ...

  18. Sample business plans

    Document search Sample business plans Support Sample business plans Traditional and Lean business plan templates for new small business owners. Translations Plan de negocio tradicional -Rebeca Plan de negocio tradicional -Andrew Plan de negocio ágil -Andrew Variations of this document

  19. Free editable and printable business plan templates

    677 templates Create a blank Business Plan Beige Aesthetic Modern Business Plan A4 Document Document by Rise & Roar Design Navy and Gray Modern Business Plan Cover Document Document by Banuaa Grey and White Modern Business Plan Cover Document A4 Document by Ubara Startup Business Plan in Cream Black and White Modern Sophisticated Style

  20. Free small business plan templates to edit and print

    The various designs and sample pages offer options that would fit any industry. Narrow your search by filtering the small business plan templates by style, theme, format, and color. After selecting the best small business plan template that fits your needs, edit your project instantly on the Canva platform. Take advantage of the premade layouts ...

  21. How to Write a Restaurant Business Plan

    So, you'll want to spend a lot of time perfecting it. Your restaurant business plan executive summary should include information on: Mission statement: Your goals and objectives. General company ...

  22. A Complete Guide On Small Business Plan Examples

    Shasta Marina Resort: Offering ski boats, and three 14 or 16 sleeper houseboats, they provide dock hands and full services. Marketing for his or her business focuses on a mixture of older groups, twenty-somethings, and youngsters. Antlers Resort and Marina: Offers 8 houseboats, watercraft, and other cabin rentals.

  23. Download Free Business Plan Examples

    1 million businesses. Download a free download free business plan examples template with SBA-approved format. Includes pre-filled examples and step-by-step guides for a successful start.

  24. How to Pitch Your Business Plan in Just 10 Minutes

    500+ sample plans and templates; 10-Minute Pitch Planner. ... To dig deeper, buy Write Your Own Business Plan and get 1 month of free access to business planning software Liveplan Premium.

  25. Create a form in Word that users can complete or print

    Show the Developer tab. If the developer tab isn't displayed in the ribbon, see Show the Developer tab.. Open a template or use a blank document. To create a form in Word that others can fill out, start with a template or document and add content controls.

  26. Top 8 Incident Response Plan Templates

    When designing an incident response plan based on the template, keep the following in mind: The response plan should provide guidance for incidents based on their severity and impact. The plan should separate incidents of different types—for example, a ransomware attack requires a different response than a SQL injection attack.