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Writing a Business Plan
While it may be tempting to put off, creating a business plan is an essential part of starting your own business. Plans and proposals should be put in a clear format making it easy for potential investors to understand. Because every company has a different goal and product or service to offer, there are business plan templates readily available to help you get on the right track. Many of these templates can be adapted for any company. In general, a business plan writing guide will recommend that the following sections be incorporated into your plan.
Executive Summary
The executive summary is the first section that business plans open with, but is often the last section to actually be written as it’s the most difficult to write. The executive summary is a summary of the overall plan that highlights the key points and gives the reader an idea of what lies ahead in the document. It should include areas such as the business opportunity, target market, marketing and sales strategy, competition, the summary of the financial plan, staff members and a summary of how the plan will be implemented. This section needs to be extremely clear, concise and engaging as you don’t want the reader to push your hard work aside.
Company Description
The company description follows the executive summary and should cover all the details about the company itself. For example, if you are writing a business plan for an internet café, you would want to include the name of the company, where the café would be located, who the main team members involved are and why, how large the company is, who the target market for the internet cafe is, what type of business structure the café is, such as LLC, sole proprietorship, partnership, or corporation, what the internet café business mission and vision statements are, and what the business’s short-term objectives are.
Services and Products
This is the exciting part of the plan where you get to explain what new and improved services or products you are offering. On top of describing the product or service itself, include in the plan what is currently in the market in this area, what problems there are in this area and how your product is the solution. For example, in a business plan for a food truck, perhaps there are numerous other food trucks in the area, but they are all fast –food style and unhealthy so, you want to introduce fast food that serves only organic and fresh ingredients every day. This is where you can also list your price points and future products or services you anticipate.
Market Analysis
The market analysis section will take time to write and research as a lot of effort and research need to go into it. Here is where you have the opportunity to describe what trends are showing up, what the growth rate in this sector looks like, what the current size of this industry is and who your target audience is. A cleaning business plan, for example, may include how this sector has been growing by 10% every year due to an increase in large businesses being built in the city.
Organization and Management
Marketing and sales are the part of the business plan where you explain how you will attract and retain clients. How are you reaching your target customers and what incentives do you offer that will keep them coming back? For a dry cleaner business plan, perhaps if they refer customers, they will get 10% off their next visit. In addition, you may want to explain what needs to be done in order for the business to be profitable. This is a great way of showing that you are conscious about what clear steps need to be taken to make a business successful.
Financial Projections & Appendix
The financial business plan section can be a tricky one to write as it is based on projections. Usually what is included is the short-term projection, which is a year broken down by month and should include start-up permits, equipment, and licenses that are required. This is followed by a three-year projection broken down by year and many often write a five-year projection, but this does not need to be included in the business plan.
The appendix is the last section and contains all the supporting documents and/or required material. This often includes resumes of those involved in the company, letters of reference, product pictures and credit histories. Keep in mind that your business plan is always in development and should be adjusted regularly as your business grows and changes.
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Your Guide to Writing a Business Plan
If you’re starting a new business, then you need an effective plan. Not only does this enable you to plan your company, but it also gives potential clients an insight into how your business works. A business plan is also vital if you want to attract investors or secure a loan from the bank. Drafting a business plan is a complex process, but it doesn’t have to be. This guide will ensure you create a definite plan to impress investors and clients.
When creating your business plan, there are some essential elements you must include. The Executive Summary provides a description of your business, and what you hope to achieve. People usually write at least one page, but leave their Executive Summary until last.
You’ll also need to detail what your business offers and define your target audience. This makes it easier for people to see whether your company has a chance of succeeding. The opportunity section is also an excellent way for you to see what competitors offer and how you can create a USP to stand out from the competition.
Appealing to Investors
Every business that wants growth and prosperity must ensure they promote themselves to potential investors. Business plans aren’t just about what the business is, but who is part of it too. Detail your current team members and explain what they bring to the company. Investors want to know they’re making a wise investment.
Your current finances and financial forecast are also essential aspects of your business plan. Look at your products, how much you’re selling them for and what kind of profit margin you expect to gain. It’s also vital you detail your outgoings and look at how various economic situations could affect your finances.
Writing a Winning Executive Summary
There are problems in every market, and a successful business solves that problem. If you can show how you’ll be able to offer solutions in your business plan, you’ll appeal to investors. Choose your target audience based on research and ensure you show your research. There are many ways to conduct market research including defining SOMs, SAMs and TAMs.
TAM stands for Total Available Market and comprises everyone you want your product to reach. Your Segmented Addressable Market (SAM) is a specific portion of the market you’ll target. This is important because it shows you’re able to direct your product at the right people and not just everyone. Your SOM (Share of the Market) is what you feel you’ll gain with your product.
How to Determine Pricing
Pricing your product is one of the most challenging things you’ll have to do. There are many things to consider, such as how much it’s worth and making sure you don’t charge unrealistically. Many new businesses believe undercharging is the best way to go, but doing this can undermine your company’s authority and cause fewer people to be interested in investing.
Market-based pricing involves looking at your competitors and evaluating their prices. Which company has the most customers? How does their pricing match others? These are all vital aspects you should consider. Remember, customers expect quality and a fair price, so make sure you combine the two.
Future Goals
Investors and banks want to know that you’ve considered what the future will hold for your company. When you write your business plan, be sure to take into account how you see the company growing, what you’ll do to ensure it thrives and that you understand the potential risks. Banks and investors want to know that you can build a business and are aware of the obstacles you’ll have to overcome.
Starting your own business doesn’t have to be difficult. If you ensure you produce a robust business plan, it can be an exciting process. Your business is part of your future, so start by outlining your goals and look forward to seeing results.
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Professional Business Plan Samples
Discover 14 expert-vetted real-world business plan examples PDF from different industries to help you write your own business plan.
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View or download real business plan samples.
If you are planning to start a business from scratch , you will likely be advised to write a business plan. If you’ve never written a business plan, how can you determine the elements to include?
Thus, we will show you some real-world business plan examples PDF so you may know how to write your own, especially if you are seeking a bank loan or an outside investment and need to use SBA-approved formatting. Each sample business plan PDF is viewable and downloadable.
14 free expert vetted business plan examples PDF
Our sample business plans are complete and Incorporate all of the sections that bankers and investors hope to see. Each example of a business plan includes the following key sections:
- Executive Summary: A quick and brief introduction to your business plan. It includes a summary of your business, the problem that it solves, your target market, and financial highlights.
- Company Overview : Details about your company ownership, where your business is based, how large the company is, what you do, and what you desire to achieve.
- Market Analysis : Describes the industry you plan to sell your product or service in, including statistics to support your claims.
- Products and Services : Reviews what you sell and what you’re offering your clients. How it will rival other businesses selling the same or similar products and services.
- Marketing Plan : Promotional strategy to introduce your business to the world and drive sales.
- Operational Plan : Provides the details of how you turn strategies and plans into actions in order to achieve key objectives and goals.
- Management Team : Describes your management team, staff, resources, and why they’re the right team to make the business a success.
- Financial Plan : Composed of four financial statements: the income statement , the cash flow statement , the balance sheet , and the statement of shareholders’ equity.
Section-by-section examples of business plans
Business plans usually describe how an organization is going to achieve its goals. Below are real-world examples of each section of a business plan to help you see how these sections fit together to form a successful business plan.
- Executive summary
An Executive Summary summarizes the entire business plan. Be brief, don’t go into details. An effective summary should be no longer than two pages.
A good executive summary describes the problem you’re solving, your product or service, your target market, your team, your financials, and your funding needs (if you’re seeking funding).
Here is an example executive summary from our business plan template for Eplace Solution , an innovative e-commerce portal.
You can find more tips on how to write an effective executive summary by checking out our guide.
Company Overview
This section provides an overview of your small business.
It includes the business name, business structure, names of key people in the company, the history of the company, its nature, and details about the products or services it offers or will offer.
In addition, you can reuse your company description on your About page, Instagram page, or other properties that ask for a boilerplate description of your business.
This section also allows you to describe how you register your business . Here you must choose whether your business is a corporation, sole proprietorship, LLC , or another type of business .
- Market analysis
A market analysis analyzes how you are positioned in the market, who your target customers are, what your product or service will offer them, and industry trends.
It might be useful to do a SWOT analysis to discover your strengths and weaknesses to identify market gaps that you may be able to exploit to build your business.
As part of your market research, you’ll also need to perform a competitive analysis. It will give you an idea of who your competition is and how to differentiate your brand. Here’s an example of a competitive analysis we did for a food business.
- Products and services
Adding products and services to a business plan involves more than listing your company’s offerings. If you intend to gain funding or partner with another business, your products, and services section needs to demonstrate your company’s quality, value, and benefits.
Here’s an example of a product and service section in the business plan we wrote for an e-commerce business that offers wedding accessories.
Marketing and sales plan
It is always a good idea to have a marketing plan before launching your business.
A potential investor will want to know how you will advertise your business. Therefore, you should create a marketing plan that explains your planned promotion and customer acquisition strategies.
Discuss how you will make a sale. How will you attract customers and maximize their lifetime value? Ensure your marketing and sales forecasts align with your financial forecasts
Marketing plans are usually based on the four Ps : product, price, place, and promotion. Breaking it down by marketing channels makes it easier. Discuss how you intend to market your business via blogs, email, social media, and word-of-mouth.
Here is an example of marketing strategies we develop for a restaurant business.
Operations Planning
The operation plan should include all the steps needed to run the business in the long run.
The plan should include details about logistics, duties for each department of the company, and responsibilities for the team.
The main aspect of running a business is its costs. Whether it’s machinery or services, each requires capital.
Pro Tips: Learn how to write an operation plan in a business plan
Organization & management
In this section, you can describe your current team and the people you need to hire. You will need to highlight your team’s relevant experience if you intend to seek funding. Basically, this is where you demonstrate that this team can be successful in starting and growing the business.
Financial plan
A financial plan should include sales and revenue forecasts, profit and loss statements , cash flow statements , and balance sheets .
Now, if you plan to pitch investors or submit a loan application, you’ll also need a “use of funds” report. Here you outline how you plan to leverage any funding you might acquire for your business.
With our business templates , you can create your own income statement, cash flow statement, and balance sheet.
1. Online Marketplace Business Plan Sample/Business Plan Example PDF
EPlace Solutions will be an innovative online marketplace business portal offering a variety of products to consumers throughout the globe. Founded by Mr. John Jones , a seasoned business visionary with an eye toward profit and achievement, the organization is set to enter the market in 2023.
Online shopping is at an all-time high with new consumer mindsets calling for them to shop for the types of deals and bargains that will be so much a part of the online marketplace business model.
Our online marketplace business plan sample includes a detailed analysis of the market and competitive landscape, as well as a clear strategy for attracting and retaining customers.
It also includes a comprehensive financial plan that outlines the revenue model, expenses, and growth projections. We like this sample plan because it demonstrates how to build a scalable, technology-driven business with a strong focus on customer satisfaction.
2. Ecommerce Plan Sample/Business Plan Example PDF
Something borrowed something new is an emerging e-Commerce business providing wedding accessories and personalized gifts. This drop shipping business model has the potential to take the market by storm.
In addition, social networking and blogging may be used to drive awareness and interest, giving something old and something new a comprehensive online marketing model.
Our ecommerce plan sample includes a detailed product or service description, a market analysis, and a marketing strategy that leverages social media and search engine optimization. It also includes a financial plan that outlines the startup costs, revenue projections, and break-even analysis.
We like this sample plan because it demonstrates how to build a profitable ecommerce business by leveraging digital marketing and a low-cost supply chain.
However, don’t just copy the business plan sample. The purpose of writing a business plan is to actually research and find out more about the business venture that you have in mind.
3. Coffee Shop Business Plan Sample/Business Plan Example PDF
A coffee shop business plan is a document that outlines what your business idea is and how it will be implemented. Its purpose is to answer questions such as what it costs to start a coffee shop, how these costs will be financed, and how much money you can expect to earn from your cafe.
Are you looking for the right business plan for your cafe? Let’s review the Coffee shop business plan sample to find out how cloud-based software can make your day-to-day work more efficient.
Our coffee shop business plan sample includes a detailed description of the products and services offered, as well as a market analysis and competitive analysis.
It also includes a financial plan that outlines the startup costs, revenue projections, and break-even analysis. We like this sample plan because it demonstrates how to build a profitable coffee shop business by creating a unique brand and offering high-quality products a nd customer service.
4. Snack Bar Business Plan Sample/Business Plan Example PDF
There is an increasing demand for snack-type fast food to be consumed while window shopping and walking around inside a shopping mall.
Do you plan to start a snack bar business? Then here’s a complete snack bar startup business plan template and feasibility report you can use FREE of charge. It sounds easy to open a snack bar, but in reality, you need well-planned strategies to ensure that your business stands the test of time.
Our snack bar business plan sample includes a detailed description of the products and services offered, as well as a market a nalysis and competitive analysis.
It also includes a financial plan that outlines the startup costs, revenue projections, and break-even analysis. We like this sample plan because it demonstrates how to build a profitable snack bar business by creating a unique menu and offering healthy, high-quality snac ks that meet custome r demand.
Your snack shop business plan can look as polished and professional as the sample plan. It’s fun and easy, with Wise Business Plan. Let’s review the snack shop business plan sample and adjust them according to your audience for the best results.
5. Printing Shop Business Plan Sample/Business Plan Example PDF
When establishing a think tank, you will need to develop a business plan and document it properly. As a mass think tank, you need a special strategy to legalize the think tank as a non-profit organization and to raise funds for your project successfully.
Copy and print businesses offer a variety of services to both businesses and consumers. A copy and print shop can handle everything from single-page printing to large-volume jobs using several types of media.
Our printing shop business plan sample includes a detailed description of the products and services offered, as well as a market analysis and competitive analysis. It also includes a financial plan that outlines the startup costs, revenue projections, and break-even analysis. We like this sample plan because it demonstrates how to build a profitable printing shop business by offering high-quality, customized printing services with a focus on customer s ervice and efficient operations.
Let’s take a look at Printing and Photocopy Business Plan Sample that you can use to inspire your own and easily create one.
6. Food Hall Business Plan Sample/Business Plan Example PDF
In the food industry, there is fierce competition. To ensure success, you need to hit the ground running with the right pitch. Our food house business plan is the ideal solution with an attractive design highlighting key information and conveying the right message.
This food business plan example features food images intended to tantalize the taste buds. It captures the theme perfectly and will convey the ultimate message to investors, clients and customers.
It is important to remember that the business plan template can be customized to meet your company’s specific needs and requirements. It will help showcase your business as a leader in the modern industry.
This food business plan template provides key slides to showcase everything from finances to marketing and key competitors. If you prefer, you can alter the content displayed to meet your specific needs, but this is a good starting point.
Ultimately, this food house business plan will be suitable for any business operating in the food industry and keen to get interested from key individuals. It will ensure that you can build up the rep of your company.
We provide a one-of-a-kind sales pitch deck designed to appeal to your prospective audience, as well as a custom presentation tailored to their information requirements.
7. L-1 Visa Business Plan Sample/ Example PDF
At Wise Business Plans, we understand that obtaining an L1 visa for an executive or manager requires a thorough and compelling business plan.
Our L1 business plan sample includes all the necessary components to satisfy USCIS requirements and demonstrate your qualifications and your company’s viability in the US market.
The L1 business plan sample is a comprehensive plan for a new business seeking L1 visa approval for an executive or manager. This plan focuses on demonstrating the applicant’s qualifications and the company’s viability in the US market.
We like this sample plan because it is specific to the L1 visa process and includes all the necessary components to satisfy USCIS requirements.
8. Acquisition Business Plan Sample/ Example PDF
Acquiring another company or merging with a competitor can be a complex process, but Wise Business Plans can help you navigate it with ease. Our acquisition business plan sample includes an analysis of the target company, a valuation, and a strategy for integrating the acquired business into your existing operations, providing a clear roadmap for success.
The acquisition business plan sample is intended for businesses seeking to acquire another company or merge with a competitor. This plan includes an analysis of the target company, a valuation, and a strategy for integrating the acquired business into the existing operations. We like this sample plan because it provides a clear roadmap for the acquisition process and demonstrates the potential benefits of the deal.
9.EB-5 Business Plan Sample/ Example PDF
If you’re looking to obtain an EB-5 visa by investing in a new commercial enterprise in the United States, Wise Business Plans can help you create a compelling business plan.
Our EB-5 business plan sample includes a description of your business, a market analysis, and financial projections, providing a detailed and persuasive case for the potential success of your venture.
The EB-5 business plan sample is designed for individuals seeking to obtain an EB-5 visa by investing in a new commercial enterprise in the United States. This plan includes a description of the business, a market analysis, and financial projections. We like this sample plan because it provides a detailed and persuasive case for the potential success of the business, which is crucial for obtaining EB-5 visa approval.
10. E-2 Visa Business Plan Sample/ Example PDF
If you’re an entrepreneur seeking E-2 visa approval, Wise Business Plans can help you create a persuasive business plan.
Our E-2 business plan sample outlines your investment, business operations, and financial projections, providing a clear and compelling case for your ability to successfully run a business and make a significant economic impact.
The E-2 business plan sample is designed for entrepreneurs seeking E-2 visa approval, which allows individuals to invest in and manage a business in the United States. This plan outlines the applicant’s investment, business operations, and financial projections. We like this sample plan because it provides a clear and compelling case for the applicant’s ability to successfully run a business and make a significant economic impact.
11. Nonprofit Business Plan Sample/ Example PDF
At Wise Business Plans, we’re committed to helping non-profit organizations achieve their social impact goals.
Our non-profit business plan sample includes a mission statement, programs and services, marketing and outreach strategies, and a financial analysis, providing a clear roadmap for establishing or expanding your organization.
The non-profit business plan sample is designed for organizations seeking to establish or expand a non-profit entity. This plan includes a mission statement, programs and services, marketing and outreach strategies, and a financial analysis. We like this sample plan because it demonstrates a strong commitment to social impact and outlines a clear strategy for achieving the organization’s goals.
12. Investor Business Plan Sample/ Example PDF
If you’re seeking investment from angel investors, venture capitalists, or other private equity firms, Wise Business Plans can help you create a compelling pitch.
Our investor business plan sample includes a pitch deck, financial projections, and a detailed analysis of the market opportunity, emphasizing the potential return on investment and the scalability of your business.
The investor business plan sample is intended for businesses seeking to attract investment from angel investors, venture capitalists, or other private equity firms. This plan includes a pitch deck, financial projections, and a detailed analysis of the market opportunity. We like this sample plan because it emphasizes the potential return on investment and the scalability of the business.
13. Cannabis Business Plan Sample/ Example PDF
The cannabis industry is rapidly growing, and Wise Business Plans can help you enter it with confidence.
Our cannabis business plan sample includes a market analysis, operational strategy, and regulatory compliance plan, providing a comprehensive overview of the unique challenges and opportunities in the industry and offering a clear roadmap for success.
The cannabis business plan sample is tailored for entrepreneurs seeking to enter the rapidly growing cannabis industry. This plan includes a market analysis, operational strategy, and regulatory compliance plan. We like this sample plan because it provides a comprehensive overview of the unique challenges and opportunities in the cannabis industry, and offers a clear roadmap for success.
14. Bank Business Plan Sample/ Example PDF
Whether you’re seeking financing from a bank or other financial institution, Wise Business Plans can help you create a detailed and persuasive business plan.
Our bank business plan sample includes a thorough financial analysis, market research, and a strategy for achieving profitability, highlighting the key factors that banks consider when evaluating loan applications.
The bank business plan sample is tailored for businesses seeking financing from a bank or other financial institution. This plan includes a detailed financial analysis, market research, and a strategy for achieving profitability. We like this sample plan because it highlights the key factors that banks consider when evaluating loan applications, and provides a strong case for the borrower’s ability to repay the loan.
What makes a great cover page for a business plan?
Visit our page on business plan cover page examples to download our free business plan cover page templates and create a beautiful cover page yourself.
Looking For The Right Business Plan Format?
Our sample business plans will provide you with a complete structure and format for your business plan, which will give you a head start on developing your document, so you won’t be stuck seeing an empty page and wondering what to write.
Simply going through the process of writing a business plan is one of its key benefits. If you sit down to write, you’ll naturally think about your startup costs, your target market , and any market analysis or research you’ll need to conduct. In addition to defining your position among your competitors, you will establish your goals and milestones.
You can see what should be included in a sample financial plan, but It is wrong to assume that a sample company’s financial projections will fit your own. If you need more resources to get you started, we recommend this guide on how to write a business plan.
In addition, you can download our 40+ free business plan templates covering a range of industries.
Utilize These Business Plan Examples PDF As a Business Management Tool
A business plan can help run your business 30 percent faster than one without it. It is important that you track your actual results against your financial forecast as part of your business planning process .
The plan will enable you to reinvest in your business when things are going well. If you don’t meet your goals, you may need to adjust your sales forecast or budget.
Either way, tracking your progress in comparison to your plan is essential to helping you respond quickly to challenges and opportunities. it is one of the most useful steps you can take to grow your business.
Business Plan Examples For Students PDF
Are you an educator looking for real-life business plan examples for students?
With Wise Business Plans, you eliminate the hassle of making presentations and forecasting spreadsheets and teach what matters most.
Wise Business Plans offers a wide range of sample business plans that will help you demonstrate how planning looks in practice.
Best of all, your students can customize their plans according to the needs of their business and keep track of all short and long-term goals. Download or View business plan examples for students pdf for free.
Types Of Business Plans and Essential Components
A business plan cannot be written in a certain way. The objective is to make sure your plan meets your needs. There are different types of business plans, but these five are the most common.
1. One Page Business Plans: One-page business plans are short, compact, and to the point and are designed to make the plan easy to read at a glance. Make sure to include all of the sections, but truncate and summarize them:
One-Page Business Plans Outline
- One-time Expense Summary
- Market analysis: in-depth
- Product & Service Description
- Competitor Analysis
- SWOT Analysis
- Financial Projections
2. Business plans for start-ups: Start-up business plans are for businesses that are just getting started. They are usually developed to secure outside funding. In this regard, financials are of increased importance, as well as other sections that determine whether your business idea is viable, such as market research.
Startup Business Plans Outline
3. Strategic Business Plans: A strategic business plan lays out a company’s goals and how it will achieve them at a high level. It is a foundational document for the company as a whole.
A strategic business plan allows all levels of the business to see the big picture, inspiring employees to work together to reach the company’s goals. You should include all the sections of a standard business plan and build on each one.
Strategic Business Plans Outline
- Company description
- Products and services: for launch and expansion
- Marketing plan
- Logistics and operations plan:
- Financials Projection
4. Feasibility Business Plans: Developing a feasibility plan answers two primary questions about a business venture: who would purchase the service or product the company wants to sell, and if the venture is profitable.
Feasibility Business Plans Outline
- Logistics and operations plan
5. Internal Business Plans: are geared to a specific audience within a company to keep your team on the same page and focused on the same goals.
Internal Business Plans Outline
Do you need a business plan to start an LLC?
If you determine that an LLC is right for your business, you should create a business plan (although it is not required), so you have a guide for what you plan on doing and how you plan to do it.
Recommended: Learn how to start an LLC in your state in our free guide or choose wise business plans to make LLC registration easy and hassle-free for you.
Additionally, we can also help you to get a business license , register your business , to design your business plan templates and other business related services. Due to our experienced MBA writers, you can hire our business plan writing services . Call us or chat with us now at 1-800-496-1056
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Frequently Asked Questions
A sample business plan is a document that outlines the sections your business plan should contain. Additionally, it includes step-by-step instructions and sample text on what to write in each section of your business plan. That simplifies the process of writing a business plan.
You will need to include the following sections in your business plan. A typical business plan includes an Executive Summary, Company Overview, Problem Analysis, Solutions, Market Analysis, Customer Analysis, Competitive Analysis, SWOT Analysis, Marketing Plan, Operations Plan, and Financial Plan. You can learn how to write these sections in detail in our " how to write a business plan "article.
Your business plan will vary depending on the type you select. One-page business plans are simple and practical. Then there are traditional business plans, which typically range from 20 to 50 pages. Note that your business plan's quality matters more than its length.
Sample business plans can help you quickly and easily prepare a business plan. By studying a sample business plan, you can better understand the format and how to use a template for your business plan. These sample business plans may even assist you with the different sections of a plan, such as market analysis, the company description, financial statements, and so on.
An example or sample business plan will be helpful for any entrepreneur or business owner who has never written a business plan before. Often, new business owners start with a template, which is helpful, but may prove more useful once they have reviewed full business plans. A good sample plan can serve as a step-by-step guide for business planning and business ideas. Solid business plans will also prove beneficial if you need a bank loan, which may require a startup business plan.
The sample business plan will not work for you if your business is not like any other. If this is the case, your best option is to write a business plan from scratch using a business plan template.
Download Pack of 14 Business Plan Examples PDF
We will show you some real-world business plan examples so you may know how to write your own, especially if you are seeking a bank loan or an outside investment and need to use SBA-approved formatting.
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Business Plan Templates
Plans, strategies, roadmaps – Businesses rely on these things to gain perspective on what’s about to happen. Milestones laid down in strategic and careful planning for growth and expansion, visions of where the company’s headed 10 years from now, goals that should meet timelines, all these require a smart, prudent and calculated planning.
Whether you’re a startup, an SMB, or close to a Fortune 500, a solid business plan is crucial. And of course, writing business plans is a huge task. But, what if you needed something that requires input from others though? Say, an online form or a PDF template where responses from your colleagues and managers matter? Well, here’s a collection of PDF templates for business planning.
These are beautifully designed templates, specifically tailored for businesses and companies who don’t know where to start. The hard part was already done and that’s designing the template. These will serve as boilerplates for whatever milestone your business needs. You won’t need to worry on building something from scratch, you just need to focus on the content. Some of these templates will contain or collect executive summaries, opportunities, expectations, execution, financial plans, forecasts, the whole nine yards.
Business plan templates help give a clear vision of what lies ahead. They help you get things organized, planned out, and help you check off items from your to-do list more efficiently.
Strategic Plan
Focus on the future and keep your company moving forward with Jotform’s Strategic Plan Template. Simply fill in the attached form with your company overview, delve deeper with a SWOT analysis, and finish off by determining your strategic goals, actions, and financial plans. Our fully-customizable template converts submitted information into polished PDFs, which you can download, print, or share instantly.
Single Page Business Plan
A single page business plan is just as it sounds: a summary of business objectives displayed on a single page.
Operational Plan
This Operational Plan Sample is structured with important details for your organization. It comes ready to print, but you can simply edit the fields by putting your own organization information.
Marketing Brief
Managing a marketing campaign or promotion is a challenging task. You need to have a marketing plan in order to execute the campaign smoothly with the time and budget provided. Creating a Marketing Brief is very beneficial because it summarizes the marketing strategy for a specific campaign.If you are in the advertising agency or part of the marketing department, then this Marketing Creative Brief Template is for you. This well-designed template contains the client information, project information, and the marketing materials that will be used. The project details explain the project title, description, objectives, target audience, budget overview, advertising guidelines, and competitors.
Glamping Business Plan
Grab the attention of the investors by using this Glamping Business Plan Template. This business plan is simple yet effective because it contains all the necessary details when building a successful business.
Lean Business Model Canvas
See your business from a new perspective with Jotform’s Lean Business Model Canvas Template. Simply fill in a short form with problems your business could solve, how they are currently being solved in the market, and how your company can uniquely work to solve these problems. Our template instantly converts the information into polished PDFs you can download or print for your next big meeting.Our Lean Business Model Canvas Template already looks professional, but you can personalize it further to match your business. Jotform PDF Editor lets you rearrange form fields or add your company logo at the touch of a button! By instantly converting your business model into an accessible PDF format, our Lean Business Model Canvas Template can help you see the bigger picture and determine how to take your business to the next level.
Business Model Canvas
Our Business Model Canvas Template includes nine segments which are key partners, key activities, value proposition, customer relations, customer segments, key resources, channels, cost structure, and pricing model.
Creative Brief
A Creative Brief is used in advertising, branding, and marketing industries. In order to have a strong and outstanding creative campaign, you need to have a game plan to follow. This serves as a guideline that will help in making decisions related to the campaign.This Creative Brief Template PDF discusses the project details like the project name, due date, and project description. The marketing materials that will be used are listed in the document which includes its specifications like the dimension size, the medium that will be used, and the quantity. This is the best Creative Brief Template you can use for your next creative marketing campaign.
Blog Post Outline
Use this Blog Post Outline Template for your blog content in order to get more visitors, followers, shares, and impressions. This template will definitely help your ranking in search engines.
Create a process to organize your employees in managing specific cases or scenarios by using this SOP Template. This template is commonly used in any organization whether it is a small, medium, or large group.
Memorandum of Understanding
Build a harmonious relationship between two or more parties by using this Memorandum of Understanding Template. This template is easy to use and can be customized via the PDF Editor.
Custom Sales Funnel Plan
Business Hours
Announce and let the customers know if your business is open and not by using this Business Hours Template. This PDF template can be customized and personalized by using the PDF Editor.
Scope of Work
Establish the responsibilities of the service provider by using this Scope of Work Template. This document will show the list of work and tasks that should be performed by the service provider.
Pressure Washing Estimate
Create estimates for pressure washing services with the use of web tools. Use this Pressure Washing Estimate PDF template and create instant estimates in PDF format without the trouble of hiring programmers.
Gym Business Plan
Be successful in the gym business that you're building by securing funding or a loan with the help of this Gym Business Plan Template. This PDF can be printed and given to investors or loan applications.
Meeting Minutes
Set goals, plan your actions, and update your team members by tracking the team meetings by using this Meeting Minutes Template. This PDF template will surely help the team in terms of planning and productivity.
Preliminary Notice
Notify the parties involved like the property owner, hiring party, notifying party, and contractor about the construction project by using this Preliminary Notice Template. This PDF template can be customized if needed via the PDF Editor.
Briefing IDV
Retainer Agreement
Create retainer agreements online. Free, easy-to-customize template. Fill out on any device. Collect e-signatures. Save time with automation tools.
Credit Analysis
Business Plan Financial
Create a business plan financial template with Jotform Sign. Drag and drop to customize. Fill out and e-sign from any smartphone, tablet, or desktop.
What are the seven parts of a business plan?
- Executive summary. This is an overview of your business plan. The executive summary should include your company’s offerings, mission, goals, and projections. Think of it as the elevator pitch for your business plan. If you can’t get investors interested here, it’s unlikely they’ll want to keep reading.
- Company description and history. Describe your business’s legal structure and history in addition to what you do. If you just started this business, you may replace company history with your leadership team’s experience. The purpose of this section is to explain the company structure and build confidence in the people running the company.
- Products and services. Talk about what your company offers, whether that’s products, services, or a combination of the two. Describe your products and services in detail. Explain what makes your offering unique, what your profit margins are, what kind of demand you’re seeing for it, etc.
- Market and competitor research. Investors want to know if there’s demand for your offering. Describe the target market and how your product or service benefits potential customers. Include projections of where the industry is headed over the next few years. Additionally, detail your competitors and how saturated the market is.
- Sales and marketing strategy. This part of the business plan explains how you’ll promote your product. Outline elements such as your ideal customer profile (ICP) as well as your marketing channels, budget, and methods.
- Operations and logistics. Explain how you’ll source materials if you sell products as well as the technology you need to deliver such products and services. Also, provide details about your team, like how many people you’ll need and how you’ll manage employees.
- Financial plan and projections. It’s crucial to prove that your business will be financially viable. For this, you’ll need revenue and expense projections. Many investors want to see sample account statements, balance sheets, and cash flow projections.
How do you write a business plan?
Your business plan should be a realistic roadmap that helps you build a successful company. When writing it, take a balanced approach so that you’re not blind to the potential pitfalls and risks. You’ll draft each of the seven sections previously discussed.
Tackling these sections can be overwhelming, so some people like to start with a one-page business plan that includes short paragraphs for each element. Another way to give yourself a head start is by working from a business plan template. Once you have a good start, you can expand each section to make a compelling case for your business.
Can I write a business plan myself?
Yes, you can. However, depending on your writing experience and goals, you may want outside help. If the business plan is for internal use with the purpose of improving business functions, you’ll likely be OK tackling it alone. But if you’re trying to secure funding from a bank or investors, a professional business plan writer can give you a leg up.
Even if you decide to do it yourself, have a trusted friend or business mentor review your plan and provide feedback. An objective point of view will help you refine your work.
What are the four types of business plans?
- One-page or mini business plan. The one-page option is a great way to improve the focus of your business plan and highlight the essential elements. It can be an effective way to workshop your company’s plan or quickly give others a rundown of your entire business.
- Traditional business plan. The traditional business plan is more in-depth than its one-page counterpart and will be more thorough in each section (often, plans exceed 40 pages). For example, it may contain detailed financials, branding samples, and competitive research documents.
- Business model canvas (BMC). The business model canvas is a more visual representation of your business architecture. It includes sections for infrastructure, offering, customers, finances, etc. Many businesses find the BMC appealing since it can be summarized in a single page.
- Strategic business plan. The strategic business plan can have different purposes, like proving feasibility, discussing planning operations, or projecting growth. It will outline the company’s goals, its strategy for reaching them, and the company structure. The main difference between this and the traditional plan is its focus on specific strategic initiatives.
What are the common mistakes in business plans?
- Poor writing. Sloppy writing may suggest that you’re not serious about your business or you lack the needed professionalism.
- Unrealistic expectations. While you should be optimistic about your business, if your financial projections reflect your hopes more than reality, people may hesitate to back your business.
- Lack of supporting documentation. People reviewing your business plan want to see how you back up your claims. You can include research docs, sample financials, and estimates to make your case.
- Failing to define the target audience. For a successful marketing plan, you need to define your target audience. Investors and financial institutions need to see if you’re confident about who you’re selling to.
- Unbalanced. It’s important to lay out the risks and potential upsides. This analysis shows investors that you’re considering the whole picture regarding your business.
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Preparing a financial plan for your business is important if you plan to pursue business finance options such as loans, according to Inc. Business finance companies look at the short-term viability as well as the long-term potential of a bu...
While it may be tempting to put off, creating a business plan is an essential part of starting your own business. Plans and proposals should be put in a clear format making it easy for potential investors to understand.
If you’re starting a new business, then you need an effective plan. Not only does this enable you to plan your company, but it also gives potential clients an insight into how your business works. A business plan is also vital if you want t...
For start-ups or existing businesses, market analysis is important as the basis for the marketing plan and to help justify the sales forecast. Existing
A SAMPLE BUSINESS PLAN FOR. SMALL FOOD BUSINESSES. Rodney B. Holcomb. Associate Professor, Dept. of Agricultural Economics. Browning Endowed Professor of
INSTRUCTIONS: Write a brief overview of your financial targets.
Writing a business plan is an important step in starting or expanding any business. It assists the business owner by organizing information that describes
Writing a business plan is an opportunity to carefully think through every step of starting your company so you can prepare for success.
Write a brief overview of your financial targets. How much do you plan to sell during the year? What are your long-term sales goals? Financing.
Besides the traditional formats of customer service hotline and in-store form, customers can now write their comments and suggestions on our website, which will
Thus, we will show you some real-world business plan examples PDF so you may know how to write your own, especially if you are seeking a bank loan or an outside
Traditional business plan format · Executive summary · Company description · Market analysis · Organization and management · Service or product line · Marketing and
Executive summary. This is an overview of your business plan. · Company description and history. · Products and services. · Market and competitor research. · Sales
To review sample business plans, visit The Business Enterprise Centre website at.