Business Plan Development

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The key takeaways are the different sections that should be covered in a business plan like company description, market analysis, operations plan, management team, financial projections etc.

The main sections covered in a business plan as per the document are executive summary, company description, market analysis, operations plan, management team, financial projections and appendix.

Some online templates mentioned that can be used to write a business plan are LivePlan, BizPlan and Enloop.

TO

W
HO A
ARJUN PANCHAL
N N
WI LAN TITIO
FOUNDER – PAPAZAPATA
AUTHOR – WHAT HAPPENS IN AMERICA
BP MPE STARTUP MENTOR – SIBM PUNE
CO
1

ASK A QUESTION

THROW A PROBLEM

THEN INTRODUCE YOURSELF


2 - OPPORTUNITY

Growth
Problems Trends
Compelling Needs PESTEL
Pain points TAM - SAM - SOM
PRIMARY RESEARCH

OPPORTUNITY
3 - COMPANY & PRODUCT DESCRIPTION
Makes you healthier, You will be able to
Lean and more Satisfied work and play at
FEATURES BENEFITS
lightning speed
- Wooden cylinder - Can be
surrounding a re-sharpened
Relieves your graphite core - Correct errors
headache and let’s - Crapped by an - Always there when
you enjoy your day eraser you need
- Eraser attached - Easy to hold
Analgesic, Antipyretic, with metal band - Easy to find
Acetaminophen - ¼ inch Diameter - Plenty of supply
- Has yellow exterior whenever you
- Sold by a Dozen need a new one
4 - STAGE OF DEVELOPMENT & TRACTION

FUTURE TIMELINES
STAGE OF DEVELOPMENT TRACTION
- NEW PROD LINE
- PROTOTYPE/ MVP - REGISTERED USERS - NEW MARKET/ TG
- PILOT TESTING - REPEATED USERS - # CUSTOMER
- COMPANY REGISTRATION - FEEDBACK - PARTNERSHIPS
- IPs FILED - GROWTH % EVERY QUARTER - RESOURCES
OF REVENUES OR USERS - REVENUE STREAMS
5 - COMPETITIVE ADVANTAGE & CRITICAL RISKS

COMPETITIVE
ADVANTAGE
INNOVATION/ RISK & SOLUTION
TECHNOLOGY USED
You

Other Factors:

You
• Quality
• Service
• Reliability
• Stability
• Expertise
• Company
Reputation
• Location
• Strategy
• Credit Policies
6 – MARKETING & SALES PLAN

▪ Target Mkt Strategy (Next Page) ▪ Sales Channel Strategy

▪ Product/ Service strategy ▪ Distribution Strategy

▪ Pricing Strategy ▪ Overall revenue model

▪ Advertising, Promotion, Digital


7 - TARGET MARKET

For B2C: For B2B:


∙ Age • Industry
∙ Gender • Location
∙ Location • Size
∙ Income • Stage in business (startup,
∙ Occupation growing, mature)
∙ Education level • Annual sales
∙ Psychographic
7 - OPERATIONS PLAN
Key Process Staffing Facilities
Activities Automation &
Training

Distribution Raw Machines Implementation


& Logistics Material Timelines
9
MANAGEMENT
Team Bios TEAM Strategic Partners
- Industry - Vendors
- Relevant Experience - Ops Partners
- Achievements - Fin Partners
- Education - Clients
- Skills - Vendors
- Eagerness/ Hunger - Onboard
Advisors
Consultants
10 – ORGANIZATIONAL STRUCTURE
TITLE
 

TITLE TITLE TITLE


TITLE
     

TITLE TITLE TITLE


     

TITLE TITLE TITLE


     

TITLE TITLE
   
11 – FINANCIALS

• Customer Acquisition Cost (CAC)


• CAPEX
• Total customers after 1st 2nd 3rd year
• CAPEX Breakeven
• Total Profit/Loss in 1st 2nd 3rd year
• OPEX
• Valuation of company after 3 years
• OPEX Breakeven

• ROI
12 – FUNDING & OFFERING

FUNDING OFFERINGS
REQUESTED
13 – APPENDIX
▪ 3-Year Income Statement

▪ 3-Year Cash Flows

▪ 3-Year Balance Sheet

▪ Key financial assumptions

▪ Financial Comparisons

▪ Resumes of founders, principals

▪ Any figures, tables, etc that will help illuminate and sell the plan
14 – USAGE OF FUNDS
EXECUTIVE SUMMARY

▪ Short!......like a Query letter

▪ Convincing

▪ Includes the most important


points from the sections

Note: To be added only in BPlan paper, not in presentations pitch.


REFERENCE BOOKS FOR BPLAN WRITING

The Secrets to Writing A Successful Business Plan by Hal Shelton

Writing Winning Business Plans by Garrett Sutton

How to Write a Business Plan by Alex Genadinik


ONLINE TEMPLATES TO WRITE A BPLAN

- LivePlan

- BizPlan

- Enloop
THANK YOU :)

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