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Business Planning Presentation

Learn how to plan your business for maximum growth, watch our business planning presentation

Business Planning The Elements

This presentation will take you through the main elements of a business. All business and business idea are unique and as such every business plan will be tailored to that business or business idea. But the basic elements of a  startup plans are the same.


Before we go into the elements. I know you may ask the question, “why do I need a plan let alone, learn how to write one? These are some of the main reasons you need a business plan.

·      To garner investors.

·      To use a guide to get your business or project started.

·      To monitor the progress of your business or project.

If you are looking to start a new business or even a new project, the rest of this presentation will take you through the elements of creating a startup plan.


Cover Page

Your cover page will be the first thing anyone that looks at you business plan will see. It should say something about the plan and where it comes from. These are the basic information that is normally place on the cover page of a business plan.

·      The name of the business and/or project the plan is about. 

·      Contact information such as email, telephone number and address.

·      Owner’s name

·      Logo


Executive Summary

This part of the plan is written last, as it is a general summary a synopsis of what the entire business plan is about. However, this is the first section that is to be seen when your business plan is opened. The executive summary should include the following:

·      A description of your company, including your products and/or services

·      Your mission statement

·      Your business’s/project’s management

·      The market and your customer

·      Marketing and sales

·      Your competition

·      Your operations

·      Financial projections and plans


Business/Project Description

This Section of the plan will give a clear and detailed description of what the business or project is about. If this is a product or product line it will say in detail how the products are to be produced.


Market Description

This section should give a clear description of who or what is the target market for your project or business. This should include some research and normal speaks to market segments, demographics, etc.


Marketing Strategy

This section of the plan is key and requires a great about of research on your target market. You marketing strategy will outline your overall marketing objective and how you will market your project or business to it target market or audience. When you right your marketing plan please be sure to include the following: 

·      Define the people who are you customers

·      What groups of consumers will buy from you

·      How will you advertise to your target market?

·      Where and what businesses are competing against yours

·      How is your business different from the competition?

·      What is your competitive edge?



This section of the plan looks at how the business or project’s affairs will be handled in action terms. Some things to consider when writing this section of the plan:

·      Define the people who are your customers

·      How will your product be made (for product-based businesses) or how will you serve your customers? Can you describe the process from start to finish?

·      What regulations and organizations are in place to monitor your industry? How do you plan on staying up to date? Are you a member or plan on becoming one?

·      Who are your suppliers? How do you receive products/services from these organizations? How long will it take? How much will it cost? Do you have backups in place?

·      What quality-control measures will you implement, if any?



This section of the plan is what your loan officer or investors will be most interested in. This section of the plan should be carefully drafted and should include the following:

·      Important Assumptions

·      Risk Analysis & Mitigation Plan

·      Sales Forecast (5.3.1, above)

·      Break Even Analysis

·      Profit and Loss Statement

·      Cash Flow Statement

·      Balance Sheet



The appendix allows business owners to share imperative information; the writer should make reference throughout the body of the plan to supporting documentation housed elsewhere in the plan. Below are items that are normally placed in the appendix:

·      Sales Forecast

·      Photographs of product, equipment, facilities, etc.

·      Copyright/Trademark Documents

·      Legal Agreements

·      Marketing Materials

·      Research and or Studies

·      Operation Schedules

·      Organizational Charts

·      Job Descriptions

·      Resumes

·      Additional Financial Documentation

For further information an d help in preparing a business plan please feel free to contact us at the information below.

Next time we will talk about the other type of planning; Operational or Strategic Planning.



Tel: (876) 631-1608/(876) 533-2966



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