You can try to write your own plan, but few entrepreneurs have the background or skill to prepare a professional plan that meets the expectations of investors or lenders. We can help.
Working with you, we will develop a concise, actionable business plan designed to help you achieve your desired funding or next level of growth.
A general outline is provided on this page. However, keep in mind that every business is unique, and so no two plans are the same.
The Planning Process
Assessment. This includes a formal review of any foundational business documents, such as prior business plans, business strategies, market research, management reports, operating data, customer information, etc. It also includes an initial briefing with management to lay the groundwork for subsequent research, if applicable, and interactive planning.
Market Research- will vary based on industry and nature of the plan. The client is responsible for custom research and/or purchasing third-party data resources, if applicable
Planning Session. Together, we work with your team to craft effective strategies to organize and grow your business over the appropriate time frame. One or more planning sessions are conducted white-board style, either on-site or via interactive web collaboration session. Time involved will vary, depending on the specific nature of your business and the scope of the plan required.
Plan Development. We review assessment and planning session materials, and then write the plan. Development time will vary, but typically you can expect a first draft in approximately 10 days. Depending on your situation and capability, you may be required to provide substantial written input and/or author sections of the plan. Your role will also vary based on the particular package you have authorized.
Executive Presentation. Once the plan draft is complete, we schedule a session to review and discuss it with you and your executive team. This is your opportunity to address plan specifics and, if needed, request revisions.
Revisions. Following the executive presentation, we fine-tune the plan to achieve final document status. Typically this includes one major round and two minor rounds of changes.
Follow-up Coaching. Once the plan is completed, it’s important that you take the necessary actions to successfully move you toward plan implementation. We support you in getting there with focused coaching to keep you on track.
Sample Business Plan Outline
Each business plan is unique. However, our written business plans typically address most of the following sections. We modify the plan organization based on the individual business and whether it’s an operational or investor-grade business plan:
- Table of Contents
- Executive Summary
- General Company Description
- Products and Services
- General Description
- Revenue Model
- Marketing Plan:
- Industry- size, trends, potential
- Market Research
- Branding / Market Positioning
- Products / Services
- Features and Benefits
- Distribution Strategies
- Promotional Strategies
- Alliance Strategies
- Sales Strategies
- Operational Plan
- Legal Environment
- Credit Policies
- Management and Organization
- Board of Directors
- Professional/Advisory Support
- Financial Statements*
*We include projected Profit and Loss statements with our services. Depending on your needs, you may also want projected Balance Sheets and Cash Flow Statements. We can recommend a CPA for this, or you can use your own accountant.