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Business Planning Template

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Business Planning Template

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  1. Business Planning Template Insert: the Name of YourBusiness Here Insert: Your Information and Date Ayelet Baron, ayelet27@gmail.com http://ayeletbaron.com / http://divorcingyourjob.com http://twitter.com/ayeletb

  2. Template Guidelines Here are some overall guidelines in building your plan. Please delete this page when your plan is ready. • Why are you writing this plan? Is it to secure funding, partnerships, hire people, etc.? Be very clear about your purpose so you can meet the needs of the person/people who you want to help you with your business. • The plan should tell a compelling story: why is this a great business opportunity? what is the problem you are trying to address and why is your approach able to address it? What are you going to do to make your business idea happen? What do you need in terms of resources and investment? Why are you the right person to lead this business? How will you get it executed and how will you measure the ROI. • Keep your plan concise and to the point. It should be a reflection of what you bring to the world and help the person/people decide why should they work and/or invest in you. • A really good business plan is a document that you use to guide your business. It needs to be a living document where you can track your key milestones. http://ayeletbaron.com

  3. Strategic Framework http://ayeletbaron.com

  4. Guidelines: • Write this section last • This needs to capture your entire plan in one page: why is your business important/unique, what does it do, how will it make money and who you are Executive Summary Insert Insert Insert Insert Insert Insert Insert Ayelet Baron, All Rights Reserved

  5. The Business Problem Guidelines: • What is the business need for your company? • What problem or issues does it solve? • What is the gap in the landscape that your service or product provides? • Example: We have too many organizations trying to provide the same solutions to the same people. Why? Streamlining and simplification can shift the focus to how these people can help themselves versus the competition between the organizations. http://ayeletbaron.com

  6. The Opportunity Guidelines: • What is the business opportunity for your company? • What is the rationale for launching the company? • What do facts and your gut tell you why this will be a successful business? http://ayeletbaron.com

  7. Business Model Guidelines: • Describe who the business is and what it stands for • What is the unique model you are proposing • Specific goals and objectives of the business • Background information • Market information: Basic information about the industry you operate in and the customer needs you are meeting. Why are you unique? http://ayeletbaron.com

  8. Service and Product Offerings Guidelines: • Describe why you are in business in terms of what services or product you are providing • What are your products and services are and how will you position them in the marketplace? • How and why are your products and/or services are competitive? http://ayeletbaron.com

  9. Marketing and Sales Strategies Guidelines: • Who is your target market is and how will you reach it? • How will you grow your business? • What is your overall marketing strategy? http://ayeletbaron.com

  10. Operational and Organizational Model Guidelines: • Describe how your business will be organized (add an organization chart if needed. There is a template in the back-up) • Identify any licenses or permits your business will requires • Describe your team and resources needed to drive your business http://ayeletbaron.com

  11. Financial Model Guidelines: • Estimate of start-up costs • Projected balance sheet (1 year forward) • Projected income statement (1 year forward) • Projected cash flow statement (12 months forward) http://ayeletbaron.com

  12. Use http://powernoodle.com to get the best ideas to drive your strategy

  13. Back-up Slides

  14. Key Activities 1 Insert 2 EASY TO IMPLEMNT Insert 3 Insert 4 Insert 5 HARD TO IMPLEMNT Insert 6 Insert http://ayeletbaron.com

  15. Prioritization of InitiativesMap Your Key Initiatives http://ayeletbaron.com

  16. Title Title Title Title Name Name Name Name Business Structure • Qualifications • Qualifications: Qualifications: Qualifications: http://ayeletbaron.com

  17. About Ayelet • Ayelet Baron is a strategist, speaker and connector. She likes to help solve big problems for leaders in large organizations and entrepreneurial start-ups. She is a sought after speaker, writer and coach who helps people achieve results. • Speaking and Workshops include: • Integrating strategic planning as an ongoing process • Culture eats strategy for lunch: the human side of implementation • Social business: hype or reality? • Getting Unstuck: unlearning. Unsticking. Unleashing. • Social media and storytelling • Working smart: major trends in the future of work Let’s Connect

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