Business Planning Template

Insert: the Name of Your Business Here

Insert: Your Information and Date

Business Planning Template

Ayelet Baron, ayelet27@gmail.comhttp://ayeletbaron.com / http://divorcingyourjob.comhttp://twitter.com/ayeletb

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.

Template Guidelines

http://ayeletbaron.com

Strategic Framework

http://ayeletbaron.com

Executive Summary

Insert InsertInsertInsert

Insert

Insert

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

Insert

The Business ProblemGuidelines:• 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.

The OpportunityGuidelines:• 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?

Business ModelGuidelines:• 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?

Service and Product OfferingsGuidelines:• 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?

Marketing and Sales StrategiesGuidelines:• Who is your target market is and how will you reach it? • How will you grow your business?• What is your overall marketing strategy?

Operational and Organizational ModelGuidelines:• 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

Financial ModelGuidelines:• Estimate of start-up costs • Projected balance sheet (1 year forward) • Projected income statement (1 year forward) • Projected cash flow statement (12 months forward)

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

Back-up Slides

Key Activities

1

2

3

4

5

6

Insert

Insert

Insert

Insert

Insert

Insert

EASY

TO

IM

PLEM

NT

HAR

D T

O I

MPL

EMN

T

http://ayeletbaron.com

Prioritization of InitiativesMap Your Key Initiatives

Business Criticality

Low Moderate Critical

Ease of

implementation

Low

Medium

High

http://ayeletbaron.com

Qualifications:

Title

Name

Title

Name

Title

Name

Title

Name

Qualifications:

Business Structure

• Qualifications

Qualifications:

http://ayeletbaron.com

Let’s Connect

About AyeletAyelet 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