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Strategic Business Plan Update: Alignment, Refinement, and Professional Presentation

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This guide emphasizes the importance of periodically updating your business plan to ensure clarity and coherence. Begin by organizing existing information logically, refining it into a polished final draft, and identifying gaps to fill. Present the information professionally with clear visual aids such as graphs and utilize appendices effectively. Create a comprehensive financial outlook that details funding needs and justifies all assumptions. Balance your financial statements mindfully, and tailor your model to fit your unique business context. Strive for excellence in writing, analysis, layout, and presentation.

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Strategic Business Plan Update: Alignment, Refinement, and Professional Presentation

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  1. Business Plan Update Where you should be… Where you should be going…

  2. Gather the Pieces • Organize what you have so it is logical and consistent in its flow • Refine existing parts so they are in final draft form • Look for holes in the information and fill them • Refine the look and layout • Produce the final draft • Create the presentation

  3. Organization • Logical and professional • Use appendices for material that is supportive but not essential to the main narrative • Use graphs instead of tables of numbers whenever possible • Use quarterly and/or annual summaries to help show statements in good format

  4. Financials • List and justify all assumptions and inputs • Model and discuss risk and contingency plans • Clearly describe your financial plan – how much money will you need, when will you need it, how will you get it, and why do you think you can get it? • Use basic ratio analysis to describe your company’s financial health over time

  5. Financials • Don’t forget to put funds raised from equity and debt in the cash budget as cash inflows, and payments as cash outflows • To get the balance sheet to balance while the statements are under construction, zero out depreciation, interest income/payments on ST debt and marketable securities, and taxes. When you get it to balance (close is good) then put these items back in.

  6. Financials Don’t try to make my example Fit your business Unless it really fits! Your model needs to be appropriate For YOUR business.

  7. Grading Grade form examples are posted Business Plan Write-Up 60% Presentation 40%

  8. What Do We Expect? • Professional quality writing • Professional quality analysis • Professional quality layout • Professional quality presentation

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