Import from Microsoft Excel If you already have financial data in Microsoft Excel, you can easily import it and link it to your forecast. You can name, format, and include these tables as part of your plan. Visual Cash Planning With the dynamic Cash Pilot, you get a cash flow chart that presents a visual look at how accounts payable, accounts receivable, and inventory will affect your cash flow.
Business Planning What are the Benefits? There are two main purposes for writing that plan. There is an additional benefit if you do business internationally.
Your business plan will serve as your guide during the lifetime of your operation. It is the blueprint of your business and will provide you with the tools to analyze your operation and implement changes that will increase your sales and, ultimately, your profitability.
A business plan is a requirement if you are planning to seek financing. It will provide potential lenders or investors with detailed information on all aspects of your company's past and current operations and provide future projections.
If you do business internationally, a business plan provides a standard means of evaluating your products' business potential in a foreign marketplace. Business Plan Outline The following pages provide a suggested outline of the material to be included in your business plan.
Your final plan may vary according to your specific needs or individual requirements of your lender or investor. Cover Sheet Serves as the title page of your business plan Name, address, and phone number of the company. Month and year your plan was prepared.
Copy number of the plan. Table of Contents Quick reference to major topics covered in your plan Executive Summary The executive summary is the abstract of your business plan. It summarizes the content and purpose of your finished plan, covering all of the key points.
This is a key section if you are seeking funding. Your Company introductory overview - who, what, where it is and why it is unique Market Opportunity opportunities your company is positioned to take advantage of Capital Requirements, Breakdown of Uses of Funds, Repayment of Loan or Benefits to Investors.
Write the executive summary after you have completed your business plan. It is a summary. The Organizational Plan What is included? This section should include a "summary description of your business" statement followed by information on the "administrative" end of your company.
Summary Description of the Business In a paragraph or two give a broad overview of the nature of your business, telling when and why the company was formed.
Then complete the summary by briefly addressing: Tell briefly about your manufacturing process. Include information on suppliers and availability of materials.
Describe the products you sell.
Include information about your sources and handling of inventory and fulfillment.Business Plan Outline. The following pages provide a suggested outline of the material to be included in your business plan. Your final plan may vary according to your specific needs or individual requirements of your lender or investor.
Cover Sheet (Serves as the title page of your business plan) Name, address, and phone number of the company. BUSINESS PLAN OUTLINE Use the following outline to summarize your business planning decisions. Title each section of your written plan as indicated in the outline.
Write, in your own words. Answers to the questions listed. Each question can be the start of a new paragraph. If a question does not apply, explain why it does not apply.
Strategic Business Plan Framework. Strategy Designer™ is a collaborative planning tool aimed at business and nonprofit organizations' management teams creating their strategic business plans.
5 Template courtesy of attheheels.com The Crucial Areas of the Business Model [Your business model is the core concept upon which you build your business model attheheels.com business model should be a significant portion of your business model plan.
g Why do you need a business plan? g Where do you find help with business plans? g What is in a business plan? g How do you prepare projections? g Who will lend you money? g Doing it right: Your business plan checklists What Is a Business Plan? Success doesn’t just happen—it usually takes thorough planning, and of course, money always helps.
The following outline is provided as an overview of and topical guide to business. Business – organization of one or more individuals, engaged in the trade of goods, services, or both to consumers, and the activity of such organizations, also known as "doing business".