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How to Make a Killer Business Plan Presentation (+Templates)

Learn how to make a business plan presentation with tips for slide design, structure, and engaging examples, as well as templates to bring your vision to life.

7 minute read

helped business professionals at:

Short answer

What slides should a business plan presentation include?

• Opening slide
• Your Unique Selling Proposition (USP)
• Business overview
• The challenge you're addressing
• Market analysis
• Your solution
• Marketing and sales strategy
• Goals and Key Performance Indicators (KPIs)
• Team composition
• Funding request and allocation

Your business plan presentation needs to be as strong as your idea

Having a well-crafted business plan is crucial, but if it's not presented effectively, it's like having a treasure map that no one can read.

Even the best ideas can fall flat if they're not communicated clearly, potentially burying your chance of getting your business off the ground.

Remember, presenting a business plan is more than just sharing facts and figures. It's about engaging your audience, whether they're investors or stakeholders, and making them believe in your vision.

But don't worry, you're not alone in this. This guide is here to help you master the art of business plan presentation. You'll learn how to structure your presentation, design slides that captivate, and conclude in a way that leaves a lasting impact and drives action.

Let's dive in!

What to include in a business plan presentation?

A business plan presentation is your chance to delve deep, showcasing not just the what and the how, but also the why of your business. It's your strategic playbook that can persuade investors, guide your team, and set the foundation for your business's success.

11 essential slides of a business plan presentation:

Opening slide: Set the tone with an engaging first impression.

Your Unique Selling Proposition (USP): Define what sets your business apart.

Business overview: Offer a concise snapshot of your company.

The challenge you're addressing: Describe the problem your business solves.

Market analysis: Demonstrate your understanding of the industry and market trends.

Your solution: Detail how your product or service addresses the problem you’ve identified.

Marketing and sales strategy: Outline your approach to winning and keeping customers.

Goals and Key Performance Indicators (KPIs): Specify your objectives and how you’ll measure success.

Team composition: Introduce key team members, their roles, and expertise.

Funding request and allocation: Explain your financial requirements and how the funds will be utilized.

Next steps: Guide the reader on the next steps after reviewing your plan, whether it's a meeting request, further discussion, or a specific action you want them to take.

What does a business plan presentation look like?

In today's fast-paced business world, static business plan presentations are losing their edge. Imagine having to constantly pinch and zoom on a mobile device just to see the details. It's frustrating and distracting.

People also get disengaged when faced with walls of text. They're there to hear a story, not read a novel.

Interactive presentations, on the other hand, bring your business plan to life. They encourage audience participation, adapt to the flow of discussion, and make complex ideas more digestible and memorable.

You can see what an interactive business plan presentation looks like below:

How to turn a business plan into a presentation

Transforming your business plan into a presentation is a crucial step in bringing your vision to life. It's not just about having a plan; it's about presenting it in a way that resonates with investors and partners.

Start by distilling the essence of your plan, focusing on key points like your mission, market analysis, and financial projections. Use engaging visuals and a clear narrative to make complex information accessible.

For detailed insights on how to write a business plan , check out our guide.

How to make a business plan presentation in 6 easy steps

Crafting a business plan is about blending vision and strategy into a narrative that captivates your audience. With Storydoc's AI business presentation maker, creating this narrative becomes intuitive and easy.

In the guide below, we'll show you how to turn your plan into an engaging presentation in 6 simple steps. Stick around to see how seamlessly Storydoc can bring your business story to life.

1) Describe your presentation’s objective

Kick things off by sharing with our AI the type of business plan you're looking to create. This is like setting the GPS for your journey, ensuring every part of your plan is aligned with your end goal.

2) Give an overview of yourself, your organization, and your offering

Introduce the essence of your business - who you are, what your company stands for, and the unique value of what you offer. This sets the stage for a personalized and relevant presentation.

3) Select a suitable design template

Dive into our collection of design templates and pick one that resonates with your business's personality.

4) Tailor your business plan presentation to your needs

Now, here’s where you add your personal touch. Fill in your details, tweak the design, and watch the magic happen as the template adapts to your content. This is where your business plan presentation starts to take on a life of its own.

Then, you can either upload your own multimedia elements or sit back as our AI assistant generates some for you.

5) Add personalized elements

Next up, sprinkle in some personalization. It works just like personalizing a newsletter - you can insert dynamic variables that automatically fill up with your recipient's data.

This level of customization not only makes your presentation feel tailor-made for each reader but also adds a layer of engagement. As a matter of fact, it can get 68% more people to read your deck in full , and share it internally 2.3x more often!

6) Review and refine your business plan presentation

Finally, take a step back and review your plan. Ensure it looks good, flows well, and clearly conveys your message.

The beauty of Storydoc is that it's a living document – if you spot a mistake or need to update information after sharing, you can. You're in control, ensuring your audience always sees the most polished and up-to-date version of your business plan presentation.

Business plan design principles to turn average into impressive

Designing a business plan presentation is about more than just putting words on a page; it's about creating an experience that captures and holds attention. In today's digital age, the way you present your plan can be just as important as the content itself.

Let's explore how to design a business plan presentation that stands out in the modern business landscape.

1) Move from static to interactive

Gone are the days of static, text-heavy business plan presentations. Today's plans are interactive, engaging readers with clickable elements, dynamic charts, and even embedded videos.

This interactivity not only makes your plan more interesting but also allows readers to engage with the content in a more meaningful way.

Here's a great example of an interactive business plan presentation:

2) Use scroll-based design

Forget the hassle of pinching and zooming on a PDF. A scroll-based design, similar to a modern website, offers a fluid reading experience.

It's straightforward and aligns with how we naturally consume content online, making your business plan presentation easier and more enjoyable to read.

Here's an example of scroll-based design:

3) Make sure your business plan presentation is mobile-friendly

With so many people reading on their phones, your business plan presenttion needs to look good on any device.

Responsive design means your plan is easily readable on a phone, tablet, or computer, ensuring that your message is clear no matter how your audience accesses it.

4) Shift from local files to online documents

Step away from traditional Word docs or PDFs and embrace online documents. They're great for sharing, updating in real time, and collaborating with others.

Plus, they're accessible from anywhere, which is perfect for busy investors who are always on the move.

For more information, check out our comparison of the best business plan document types .

5) Embrace visual storytelling

Use visuals like infographics and charts to tell your business's story. They can turn complex data into easy-to-understand, engaging information. A well-placed visual can often do a better job of explaining your points than text alone.

Here's a great example of visual storytelling:

Best business plan software

Selecting the right tool to create your business plan presentation is vital for any startup. To ease your journey, I've compiled a list of the top business plan software, each designed to cater to different needs.

From comprehensive platforms guiding you step-by-step to dynamic tools that add interactive elements to your presentation, there's something for every entrepreneur.

The best business plan software currently available:

LivePlan.com

BizPlan.com

Upmetrics.co

GoSmallBiz.com

Business Sorter

MAUS Master Plan Lean

For a deep dive into each tool and to find the one that best fits your business's needs, explore our detailed guide to the best business plan software .

Interactive business plan presentation templates

The pressure to get your business plan presentation right can be overwhelming. After all, in many cases, you only get one shot to impress.

These business plan presentation templates offer a framework that takes care of the structure and design, allowing you to focus solely on fleshing out your strategy.

Whether you're pitching to investors, partners, or stakeholders, these templates give you the confidence that your plan is presented in the best possible light.

Grab one and see for yourself.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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Home Blog Business Business Plan Presentations: A Guide

Business Plan Presentations: A Guide

A vital element in today’s highly competitive business landscape is the ability to craft and deliver a business plan presentation. This applies to both entrepreneurs and corporate leaders. 

This guide describes essential aspects required to build a business plan presentation and deliver it to stakeholders. 

Table of Contents

What is a Business Plan Presentation?

Is a business plan presentation the same as a business presentation, executive summary, justification of the business proposal, swot analysis, the niche of the proposal & actors in the industry, competitors, competitive intensity, trend analysis and critical variables, value chain, market analysis, jobs-to-be-done, value proposition, revenue streams, cost structure, distribution channels, key partnerships for the business model, organizational structure & management, go to market and marketing plan, development plan, qa, and continuous improvement model, distribution plan, inventory management, initial funding and financing structure, projection of income and costs.

• Evaluation of Projected Return vs. Required

Risk Evaluation

Sensitivity to critical variables, how to present bibliographical information in a business plan presentation, how to deliver a business plan presentation.

A business plan presentation is the medium we use to communicate a business plan to an audience. 

Presenters commonly ask what is the target length of a business plan presentation in terms of slides. Our expertise in this field tells us it’s advisable to work between 13-20 slides, remaining as concise as possible and using the help of visual aids. Let the graphics speak rather than fill your slides with text blocks.

No. A business plan presentation is used to communicate an identified business opportunity and how it is planned to be served in a way that generates profit. A business presentation is a more generic term, explained in our article about business presentation examples . 

How to Create a Business Plan Presentation

This section will list our recommended content for a successful business plan presentation. We broke it down into four stages which help the presenter build the story backing the business: a-. The opportunity and the competitive landscape analyzed, b- the business model designed and tested to serve the opportunity, c- the implementation plan of the business model, and finally, d- the financial and economic projections estimated that show the profitability of the opportunity.

For the purpose of this guide, the slides will refer to a case study of photo editing software. To replicate this slide deck creation process, you can speed up design decisions by working with the SlideModel AI Presentation Maker and tailoring it to your project.

Stage 1 – Identifying the Opportunity

After the title slide that defines how to start a presentation , any business plan should proceed by introducing the executive summary in a concise but impactful format.

The purpose of the executive summary is to inform the audience what to expect from the presentation and its conclusion.

Work with a maximum of two slides for this section, highlighting the key elements through visual cues. Check our guide on how to present an executive summary .

The next slide should disclose all the reasoning behind the business plan proposal, why this plan is being presented at this present moment, and projections of how the plan aligns with the current market trends.

Presenters can share the analysis done by the Market research team as long as it’s made clear which problem is relevant to the current market trends that this business plan aims to solve.

Mention all the references used to arrive at the conclusions expressed so data is backed with meaningful sources.

Any corporate PPT template can help you craft this slide, but presenters can also boost their performance through the use of infographics . If your solution for the selected problem involves a complex process, consider using a process flow template to expose the step-by-step justification of this proposal.

Use a SWOT template to showcase the Strengths, Weaknesses, Opportunities, and Threats of this business opportunity.

Make sure the SWOT diagram is legible. Work your way to meet the same aesthetic style despite speeding up the process with templates. Mention the tools used for gathering the information for this SWOT Analysis in the footnote and ensure the audience understands which information elements help you reach conclusions in each quadrant. Check our guide on how to create a SWOT analysis and see if your business plan requires a SWOT or SOAR analysis . 

Every business plan is scoped under a niche or industry sector. With this slide, describe the sector in which the proposal is immersed. Communicate its value,  list the actors involved, and describe their high-level relationships.

List the analyzed competitors. Communicate their attributes. The competitors’ comparison in business plan presentation can be visually explained using tools from the Blue Ocean Strategy framework, like the Strategy Canvas . 

The competitive intensity of an industry sector is studied through the Porter’s 5 Forces model. This intensity expresses how attractive the industry is. Explain the conclusion in each force showcasing the model.

First, introduce the variables identified as important for the industry sector, citing the insight’s source. Secondly, drill down each variable and break down the different trend dimensions ( PESTEL ) 

• Use a highly visual slide, like a dashboard template , to introduce factual data regarding the trends over a specific time period. Growth rates must be represented in time frames of over 180 days to evaluate the trend accurately.
• List the critical variables (consumers, product, production capability, and financing) briefly.
• Disclose how each variable can affect pricing and your position within the niche for that trend. Presenters can refer to case studies from successful competitor stories on how they responded to trend changes in the niche.

When presenting the value chain, we ought to articulate the sequence of activities the company handles to create value within the business plan. Start by breaking down the value chain into its key components, briefly explaining the stages from inbound logistics all the way through customer service. It is important to highlight the linking point between each stage and express the value of coordinating team activities to enhance overall efficiency.

We can use flowchart diagram templates as visual aids for the audience so they can understand the process sequence. Check our guide on how to make a flowchart .

Present the identified Market and its Segments. Continue explaining how conclusions were driven through the analysis and sizing of the market.

Presenters can use target market analysis templates , market segmentation templates , or TAM SAM SOM templates to compare their target market with the total available market. 

We recommend you check our guide on market segmentation for this process.

Then drill down with a Persona definition.

This study can be made by creating ideal customers, describing their demographics and psychological factors that make them prospective candidates to purchase the product or service this business plan presentation refers to.

Here is our guide on creating buyer personas . 

The Jobs-to-be-Done theory explains why certain customers are attracted to products and services and how those elements solve core problems in the consumers’ lives. 

A Perceptual Map is a tool we can use to measure the consumer perception of different products/services in the same market. This can be particularly useful if our value proposal is to brand ourselves as cheaper alternatives to already existing solutions. Check our guide on perceptual maps for further information.

Check our guide on the Jobs-to-be-Done framework and add suggestions to the business plan presentation.

Stage 2 – Business Model

To describe the  Business Model in your Business Plan Presentation, use the business model canvas analysis tool. Display your design in one slide.

For specific sections of the BMC, you can add slides if you need to drill down for further details. In our experience, the following sections require a deeper level of explanation.

List the Segments targeted in your Business Model. You can include a slide with additional information and segment size. Reference the Market analysis explained earlier to justify the selection or which were the pivots applied.

In order to explain the reasoning behind the Value Proposition and how it serves the segments selected, you can use the Value Proposition Canvas tool to explain the logic behind this selection.

The Value Proposition outlines the unique benefit our product or service offers the market and why customers should choose our offer over potential alternatives. Since we have already analyzed the potential buyers and presented the market, it’s time to deliver that value proposition using our best assets: customer testimonials, report data, surveys, etc.

As testimonials often weigh the most in established brands, be sure to present this information through a narrative that showcases why your product or service had a positive impact on the life of that customer. You can use customer testimonial templates to give an extra boost through visual aids.

Explaining how much the customers will pay for the product/services is critical to understanding the viability and profitability of the business. Showcase for each segment the pricing model and the engagement terms.

The Income Model expresses the sources of revenue for our business plan. This has to be in relationship with the pricing strategy for established businesses. Lean startups can work concerning their minimum viable product (MVP) and then elaborate with projections for future releases or changes in their income stream structure.

At this point, companies need to present the sources of revenue depending on their origin:

• Product Sales
• Subscription Model
• Freemium Model
• Partnerships with other brands in different niches
• Advertising and Sponsorships
• Monetization

Check our guide on pricing strategy models for more information about how to present this point. You can use revenue stream templates to represent this data in style.

Drill down the cost structure categories and relate them to the Value Chain explained earlier. Show a cost breakdown chart to make it easier for the audience to understand their weight in the total costs.

As this step can be a bit complex to articulate, we recommend you check our guide on Cost Structure to see how you can resume all that information in one slide.

At the business model stage, distribution channels should be briefly introduced since they will be mentioned again in the Distribution Plan . In some industries, it is important to highlight which channels are chosen over others for the sake of revenue and faster operation.

Our Distribution Channels PowerPoint Template is a perfect resource for this.

Presenting the strategic partnerships for the business plan is a way to prove the plan’s potential reach and success factor. On this behalf, companies must list which resources they are sharing with their business partners regarding expertise, technology, distribution channels, or capital, as these elements will impact the cost structure.

You can use the Business Partnership PowerPoint Template to present this information in a professional-looking format.

Stage 3 – Implementation

The business plan is designed to offer a product, deliver a service, or combine both. At this stage, the business plan presentation drills down on how the organization will build/deliver the product/service implementing the business model outlined earlier.  

Describe how the company operates regarding human capital and its roles. Presenters must describe to the audience the hierarchical structure, responsibilities, and how they play a role within the value chain.

You can use Org Charts to represent the roles and responsibilities in the organization visually. It is also advisable to highlight the expertise and experience of the management team, as it helps to build trust.

The Human Resource Plan must refer to your planned recruitment, training, and employee onboarding. Which talent will be required, and how is it planned to build the different teams of the structure.

Check the Go To Market Strategy guide and describe how the Business Plan will enter the market and overcome the initial barriers. Continue with the Marketing Plan limited to 1-2 slides resuming the plan’s tactics to increase brand awareness and the selected channels for this strategy. 

You can use the Marketing Plan Templates help to speed up the process by focusing on the content to fill rather than the design or creating complex charts from scratch.

Present the sales plan describing the full sales process, lead generation, nurturing customers, and conversion strategies.

Use Sales PowerPoint Templates to visually illustrate your sales process, like the Sales Pipeline Slide Template for PowerPoint , which depicts the process from lead acquisition to a closed deal.

Check our guide on Sales Plan for further information on this topic.

This step refers to presenting the product/service development plan, the Quality Assurance processes behind its validation, and your company’s commitment to a continuous improvement process based on surveyed data or customer feedback.

We can refer to testimonials, user case experiences our team successfully troubleshot, or experiences we learned from competitors in the same niche.

Presenting the distribution plan involves addressing logistics topics, supply chain , and sharing fulfillment strategies. Although we already presented the potential distribution channels, this is the step in which you detail how each will interact and their impact on the estimated revenue. 

Present one slide mentioning your company’s approach to these channels, if applicable:

• Direct Sales (either physical store or e-commerce)
• Retail Partnerships
• Wholesalers or Distributors
• E-Commerce marketplaces

This step involves two different approaches depending on the kind of industry we’re in. For traditional business, inventory management in a business plan presentation must highlight how the inventory will be handled to minimize transportation costs or overproduction. Projections must be shown per quarterly period and take into account seasonality if it has a significant impact on the required storage capacity.

On the other hand, e-commerce companies have to present their online infrastructure to secure the product’s availability 24/7, how customer tickets are handled when the customer cannot access the product, server costs, and how we prevent online leaks.

Stage 4 – ROI and Risk Evaluation

This section will outline the Financial Plan of your Business.

Showcase the financial structure, including equity, debt, and potential investors, at the moment of kick-starting this business. It is a good practice to consider the initial funding slide to be a brief summary of those points, with particular emphasis on the funding needs.

Cash Flow Diagrams , Comparison Chart templates , and Timeline templates to showcase when funds help to meet each of the plan’s milestones are good ideas to represent the elements on this slide.

Income and expense projections must be presented over a defined time period by using graphs or charts to clearly visualize the trends supporting each change.

Break down the revenue sources with clear, identifiable icons to showcase: product sales, subscription fees, advertisement, affiliates, etc. Sales estimations have to be realistic and conservative, as they will be contrasted with the production, marketing, administrative, and personnel costs to leave a gross profit margin calculation. 

Evaluation of Projected Return vs. Required 

Demonstrate the feasibility of your business plan. Start by presenting the profit margins in relation to the projection of income and expenses, then introduce the break-even analysis .

Presenters can make their message more relevant by presenting an ROI calculation and contrasting it with industry benchmarks in the same niche. By following this approach, presenters prove how the ROI offered by this business plan aligns with the investment’s risk projection.

Presenting a risk evaluation analysis in a business plan presentation involves introducing both risks and their mitigation strategies. 

Risk Management templates , like the ROAM framework, can help organize potential risk sources by their severity and impact on the organization. A pyramid diagram can be used to demonstrate how risk management can be delegated across the organization to completely eradicate the risk factor depending on its severity. 

The elements you should consider presenting are mainly regulatory changes, market changes, competitors (new or existing), and financial crises. 

The final point in our business plan presentation involves summarizing how key variables can influence the projected returns in our plan. Examples of these variables can be sudden increases in raw materials (affecting production costs and sales prices), a new pandemic (affecting workforce capacity and shortage of raw materials), geopolitical situations like war, etc.

We highly recommend presenting these critical variables using scenario analysis techniques according to measured data. Introduce best-case, worst-case, and most likely-case to give a full panorama of how your organization is prepared against any contingency.

An often overlooked point in a business plan presentation comes when listing the bibliographical information used to craft the business plan. Follow these steps to ensure a professional outcome for this slide or document.

• Use a title like: “Bibliography,” “Source Credits,” or “References.” If your business plan presentation cites examples from other companies, use a “Works Cited” section.
• References are usually shown in the APA style, but the MLE or Chicago style can be requested depending on your location or situation.
• Maintain a consistent style in terms of reference style used, font, text size, and formatting options across the entire slide deck. Footnotes or in-text citations can be used for important data.
• Verbally acknowledge your sources when required throughout the course of your presentation. This helps to establish credibility and respect for other people’s work rather than just dropping a slide with chunks of text.

This section will cover the most commonly asked questions on delivering a business plan presentation.

How many slides should my business plan presentation list?

This will depend entirely on your niche and the complexity of the business plan. Generally, work with at least 15 slides and no more than 30. It is best to use an extra slide rather than overcrowd an existing slide with tons of information.

What is the best format to present a business plan?

There are different options to present any business plan, so the selected option will mostly consist of the presenter’s preferred style and the audience’s age and interests.

• PowerPoint Presentation : You can start from a blank slide and go all the way through a professionally designed PPT template . PowerPoint documents allow you to present images, text, audio, videos, and any kind of graphic to help you convey the core ideas behind the business plan. They can work with any PC or Mac device, as well as mobile devices.
• PDF Documents: This can be a choice made in a hurry or by preference. Sharing a PDF document can work, but you must include the fonts used in the original document, as some compatibility issues can be present. 
• Pitch Deck : Rather than doing a lengthy business plan presentation, a pitch deck consists of a maximum of 15 slides to deliver your proposal concisely. This is the typical approach we can see in TV shows like Shark Tank. 
• Video Presentation : In some cases, using a video in a business plan presentation is relevant, especially if we are to introduce an innovative product in the market. You can use videos to showcase features, present services in a live format, introduce your team, and plenty of other options.

Are printables required in business plan presentations?

Although they are not required, using supplementary material in business plan presentations can be useful. You can prepare reference material for investors, especially involving complex data like graphs in an amplified format (and reference the slide in which they appear and vice versa).

Providing a printable to accompany your business plan presentation helps to give an image of professionalism and respect to your proposal.

What are the don’ts of writing a business plan?

The main purpose of this article is to craft and deliver a business plan presentation. Still, we would like to clarify some common errors seen in business plans that typically affect the performance of the presentation.

• Using overcomplicated language : Jargon or unnecessary acronyms may confuse spectators who are not in touch with all the details relevant to a particular industry. 
• Ignoring the audience : Not considering the variety of interests among investors, partners, and team members can hinder your presentation.
• Neglecting/underestimating competitors : Any realistic business plan considers the existing competitors in their niche and perhaps potential newcomers. Not doing so will leave you unprepared to present a doable business plan.
• Ignoring Risk Assessment : Omitting the Risk Assessment analysis and mitigation strategies does not respect the value investors and your team have. 

How long should the business plan presentation be?

As a general guideline, try to fit your business plan presentation between 20-30 minutes. Some complex plans may require additional time to be presented.

Does the presentation need to be tailored to different audiences? 

Using this tactic can be a winning factor for both investors and your team, as you prioritize effective communication for the roles they are relevant. Take these items into consideration for tailoring the presentation for specific needs.

In-Company Presentation

The focus should be on goal accomplishment and the strategies targeted to the team’s roles. Emphasize how teamwork is the pathway to success and how each individual contributes to the bigger picture.

If new technologies or knowledge are required as part of the business plan implementation, then this is the moment to disclose that information and inform the process to coach the team into it.

Board Meeting

Whenever delivering the business plan presentation to a board of directors, focus on the strategic goals, financial projections, and KPIs. 

Showcase how this business plan aligns with the company’s core values, mission, vision, and long-term strategy. 

Potential Investors

Presenting your unique value proposition, potential ROI, and highlighting the market opportunity is extremely important. Focus on selling your business model and vision with accurate financial projections and growth strategy. 

Dedicate some minutes to present your industry’s competitive landscape and answer why your product or service is a better offering than what competitors produce.

As we can see, creating a business plan presentation is a process that can be time-consuming if we lack the required business plan presentation tools to turn data into visually appealing formats. 

Remember to work concisely without losing the big picture of what you intend to explain. Your presentation is the entry point into the heart of your business; therefore, by adopting a structured approach, you can deliver an experience that engages, inspires, and builds confidence. 

1. Coffee Shop Illustration Business Plan Slides

Create your new business plan presentation with quality vector illustrations for Coffee Shops. Ideal for cafeterias, coffee bars, barista giftshop stores, bookshops and more.

Use This Template

2. Real Estate Business Plan PowerPoint Template

Realtors looking to start their own agencies should take a look at this attractive selection of slides with tailored real estate vector illustrations. These presentation plan slides show the different stages that a prospective buyer may incur, from hiring the services of a Real Estate agent, checking different properties, to finally buying a home.  Graphs and charts are included in vivid colors that are fully editable to meet the required branding.

3. Restaurant Business Model PowerPoint Template

As we’ve seen with the previous cases, these vector images depicting typical restaurant activities can help us build a business plan presentation sample to discuss with our team prior to an important meeting. Save time and money by introducing these professional designs into your presentation.

4. One Pager Business Plan PowerPoint

To briefly summarize the objectives of your business plan, work in-team with this one-pager business plan slide. Ideal to take notes, give a general picture of the current status of the business plan and key growth opportunities.

5. Business Plan PowerPoint Templates

If you want to create the best business plan presentation, this slide deck can make that task 100% easier. Containing all the elements described in this guide, introduce your data and prepare to deliver a powerful speech.

6. Flat Bold Business Plan PowerPoint Template

Another slide deck intended for those looking at how to make a business plan presentation that delivers a memorable experience. With a minimalistic design approach, it perfectly balances formal elements and impactful visual cues to help increase your audience’s retention rate.

7. Car Sharing Business Plan PowerPoint Template

Create the next Uber-like car-sharing service with the help of these carpooling vector illustrations perfectly arranged in a cohesive business plan slide deck. Presenters can explain the ins and outs of their business model with highly detailed graphics that grab the attention of potential investors. Check it out now!

8. Beauty Salon Business Plan PowerPoint Template

Business plan presentations don’t have to look formal or boring. This slide deck is geared towards beauty salon businesses, especially for those targeted to women. Chic design, bold color scheme, and extremely useful tools like a pricing list to present an idea like a subscription-based model where consumers see the total value of their investment.

9. CrossFit Business Plan PowerPoint Template

Finally, we list an option filled with tools and gym vector illustrations for those looking to start a gym business or CrossFit academy. These illustrations were crafted with care to express the core idea on every single slide, such as human-shaped graphs to present relevant KPIs.

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The Easy Guide to Making a Business Plan Presentation

Failing to plan is planning to fail.

That’s why a business plan is crucial to your business. If you want to make sure that the promising business idea in your head is feasible, you have to start with a business plan .

Visuals make anything easier to understand. That’s why including them in your business plan presentation is a foolproof way to ensure that it’s readily welcomed by your audience and digested without confusion.

By no means is this business plan template limited to presentations; you can also include these diagrams in your business plan documents to make them more readable.

Following are downloadable Simple Business Plan Templates

• Business Plan Template PDF
• Business Plan Template Word
• Business Plan Template PowerPoint

What is a Business Plan?

Benefits of using a business plan presentation, executive summary, company profile, customer profiles.

• Perpetual Map
• Porter’s Five Forces

SWOT Analysis

Pest analysis, competitor profile.

• Competitive Intelligence

Marketing and Sales Strategies

Organizational structure and management, product canvas, value proposition canvas.

• Financial plan

Common Mistakes to Avoid When Creating a Business Plan Presentation

Faqs about business plan presentations, want to extend the guide to creating a business plan presentation.

Let’s start by clarifying the business plan definition.

A business plan is a document that describes your business in terms of what it does, the products and services it offers, your business strategy and business goals, and your action plan outlining how you plan to achieve your goals and earn money.

The main purposes of a business plan are to

• Show the future financial performance of the company and its economic situation for the owners and investors.
• Help identify risks that may affect the growth of the company and provide strategies to overcome them.
• Help make predictions about market trends, competitor behavior, customer requirements and define and prioritize key business objectives .
• Serve as a key resource for developing budgets

Clarity and Communication

A business plan presentation helps you communicate your business idea, goals, and strategies with clarity. It allows you to distill complex information into concise and visually appealing slides, making it easier for your audience to understand and grasp the key points. Presenting your business plan in a structured and organized manner enhances clarity and ensures that your message is effectively communicated.

Engaging and Persuasive

A well-designed and well-delivered business plan presentation can be highly engaging and persuasive. By using visual aids, such as graphs, charts, and images, you can capture the attention of your audience and create a memorable impact. Effective storytelling and compelling visuals can help you convey the value proposition of your business, showcase market opportunities, and convince investors, stakeholders, or potential partners to support your venture.

Feedback and Interaction

Presenting your business plan allows you to receive immediate feedback and engage in discussions with your audience. This feedback can be invaluable in refining your business strategy , identifying potential gaps or weaknesses, and addressing questions or concerns. The interactive nature of a presentation enables you to have a dialogue, gather insights, and build relationships with key stakeholders. It also provides an opportunity to demonstrate your expertise, passion, and confidence, which can further strengthen your credibility and increase the likelihood of securing support or funding for your business.

The Key Elements of a Business Plan

A business plan should contain the following key components.

• Executive summary
• Company profile
• Market analysis
• Marketing and sales strategies
• Organizational structure and management
• Services and products

Although this comes first, it’s smarter to write it at the end. The executive summary of your business plan should explain what is great about your business model and its products or services.

It should be concise and appealing to the reader. And it’s easier to write a meaningful summary once you have filled in the rest of your plan.

Your company profile should provide details on,

• Company history
• Overview of the company
• Mission Statement
• Key resources
• Business contact information
• Products or services
• Location details
• The market you serve
• Your key customers
• The customer issue you seek to solve

All these details can be presented in a much nicer way with an infographic like the one below. It’s easier to read and understand and more compact and clearer than paragraphs of detail.

Market Analysis

Through a market analysis , you can find enough detail to define your target market, its size, customer segments, and their needs.

Your market analysis should also include a competitor analysis, where you will research your key competitors in terms of their influence in the market, their strengths and weaknesses, the threats they pose to you, their products and services, their pricing plans, their marketing strategies etc.

Some visual techniques you can use in this section to present your data are

These aptly summarize all your findings on your customers such as their demographic details, jobs, responsibilities, needs, challenges etc.

Perceptual Map

This tool helps you depict and analyze how your (potential) target customer perceives the brands or products of your competitors. It helps you make sense of your product or service’s competitive positioning through the survey data at your hand.

Porter’s Five Forces

This tool is used to assess your business competitive strength and position against your competitors. Using it you can understand whether your new product or service is profitable.

SWOT analysis is a great way to determine the strengths and weaknesses of your competitors and the opportunities and threats they bring to you within the industry. You can also use it to assess the capabilities of your own company.

More on SWOT Analysis: What, Why and How to Use Them Effectively

PEST stands for Political, Economic, Socio-Cultural and Technological factors. It’s a great way to examine how the external forces in your market can impact your company. It will also help you shape your marketing strategy and develop your risk management plan.

View More More on SWOT Analysis: PEST Analysis Tools

All the details you have gathered on your competitors, such as their sales numbers, strategies, partners, suppliers etc. can be organized here. It’s a great way to prepare your competitor analysis data to be added to your business plan presentation.

View More Competitor Analysis Tools

Competitive Intelligence Mind Map

Or you can convey these data in a mind map. You can use Creately Viewer to add this to your online documents, websites, intranet, Wiki, or business plan presentations. This way you can view any links included in the mind map and navigate through it easily.

You can learn how to use these tools along with other useful techniques in more detail in;

View More Market Strategy Planning Tools

This is where you outline how you plan to market and sell your product. It’s easier to do now as you have extensive knowledge about your market, target customer and your competitors.

With your marketing strategy, you have to consider factors like your marketing or communication channels, marketing goals, marketing budgets, resources etc.

With your sales plan , pay attention to your sales targets, sales tools, resources etc.

You can use mind maps to visualize all this data to your audience. You can either use two mind maps to outline your sales and marketing strategies separately or a single mind map to showcase both.

Marketing and Sales Plan Template

If you want separate a marketing plan and sales plan, check out the templates below,

• Marketing Plan Template for Business Plan Presentation
• Sales Plan Template for Business Plan Presentation

Who are the key personnel involved in your organization? List them down in this section along with their expertise.

Use an organizational chart to represent your team, their roles and skills. It can help you highlight the hierarchy of your organizational structure as well.

Services and Products

This section explains your services or products and how they can benefit the customers. Here are some visualizations you can use to make this section more interesting to your audience.

Product canvas is a tool used to map, design and describe your product strategy. It takes into consideration your target audience, the important features of your product decided by storyboards , epics, design sketches, mockups , and the tasks you need to carry out to build the product.

Learn about this in more detail here .

It’s a tool you can use to ensure that your product or service fits the requirements of your customer. It helps you look into

• The value you can deliver to the customer via your product or service
• Which customer problems/s that you are trying to solve
• Which is the job that your product helps the customer to finish
• Which customer needs you are satisfying
• What are the different products you are offering to each customer segment

Financial Plan

This is the section where you provide all financial information related to your business. This section is required if you are presenting your business plan to investors.

It will include both historical data such as cash flow statements,profit and loss statements, income statements etc. and financial projections based on the impact of your new product.

If you are pitching a new product to your investors, you may also want to include your funding requirements.

For a business plan presentation, you can use a digital database of your financial information with a simple Creately mind map. You can link up all your financial statements on your mind map.

This way anyone who refers to the mind map can easily access the linked resources from one single place.

Overloading with Information

One of the most common mistakes is including too much information on each slide. This overwhelms the audience and makes it difficult for them to follow along. Keep your slides concise and focused on key points. Use bullet points or visuals to convey information effectively.

Lack of Visual Appeal

A presentation that lacks visual appeal can fail to engage the audience. Avoid using too much text and opt for visually appealing elements such as images, graphs, and charts. Use a consistent color scheme and fonts that are easy to read. Make sure your visuals support your message rather than distract from it.

Ignoring the Audience’s Needs

It’s essential to consider the needs and interests of your audience when creating a presentation. Tailor your content to address their concerns and provide relevant information. Avoid using jargon or technical terms that your audience may not understand. Focus on presenting the most compelling aspects of your business plan that align with their interests.

Lack of Practice and Rehearsal

Presenting a business plan without sufficient practice and rehearsal can lead to a lack of confidence and a disjointed delivery. Practice your presentation multiple times to become familiar with the content, timing, and transitions. Rehearse in front of a mirror or a small audience to receive feedback and improve your delivery.

By avoiding these common mistakes, you can create a compelling and effective presentation that effectively communicates your business plan to your audience.

In this post we have explained how to create a business plan presentation step-by-step. Make use of the templates that are provided to make your presentation more eye-catching and easy-to-understand.

Here are some more tips on making your presentation a hit.

Join over thousands of organizations that use Creately to brainstorm, plan, analyze, and execute their projects successfully.

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Amanda Athuraliya is the communication specialist/content writer at Creately, online diagramming and collaboration tool. She is an avid reader, a budding writer and a passionate researcher who loves to write about all kinds of topics.

How to Create a Business Plan Presentation

Noah Parsons

9 min. read

Updated April 9, 2024

It’s been said that business plans are worthless – it’s the planning process that is truly valuable . In many ways, this is a true statement. The business plan document that you create isn’t necessarily that useful because few people will ever review it in detail.

But, the process you went through to create that document forced you to think in detail about your business and answer questions that you might not have answered otherwise.

The planning process forced you to become an expert in your business, your target market, and your operations.

The expertise that you created in the planning process is what you need to showcase when you pitch your business to lenders and investors. Figuring out how to distill all of that knowledge into a few slides and a ten-to-twenty-minute presentation is the next challenge.

This guide will help you turn your business plan into a cohesive and convincing presentation that will help you win investors and wow your audience. 

• What is a business plan presentation?

A business plan presentation is also often called a “ pitch deck .” It’s a set of slides, often designed to accompany an in-person or Zoom meeting, that presents the fundamentals of your business.

A great business plan presentation explains what you do, who your target audience is, how your business operates, and what your “ask” is. After all, you probably aren’t just presenting your business plan to share your great idea, you’re trying to convince your audience to do something for you.

When you’re designing your business plan presentation, it’s helpful to know if you’re going to be able to talk through your presentation, or if it’s just going to be emailed out. This 

• Why do you present a business plan?

Your business plan presentation is all about the “ask”. Whether you’re trying to raise money for your business, win a business plan competition, or pitching a potential new employee to join your business, you have a reason for presenting your business. As you work on your business plan presentation, keep this in mind. Know who your audience is and what you want from them at the end of your presentation. More often than not, your goal will be simply to get to the next meeting or have some opportunity to continue the conversation. 

• 6 Tips to create a convincing business plan presentation

We’ll cover exactly what to include in your business plan presentation in the next section, but first let’s go over a few tips that will help you prepare a great presentation.

1. Start with a review of your business plan

Your business plan presentation is a summary of your business plan, so use your plan as a starting point. You already have all the information you need to, so just go back to your plan and highlight the key points that you plan to cover in your presentation. If there are key statistics or facts about your market that you want to highlight, identify those so that you don’t forget to include them in your presentation.

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2. Tell a story

The key to engaging your audience is to hook them with a story. Think about the problems your customers face when they’re using a product or service from the competition. Explain what life is like before your business arrives to provide a novel solution. The more that you can get your audience to nod along and understand the point of view of your customer, the more likely they are to support your business. 

3. Use visuals

Business plan presentations shouldn’t be slides crammed with text and other information. Instead, focus on using imagery to convey your message. You don’t want your audience to just be reading a slide full of information while you talk – they won’t really give you their full attention when this happens. Instead, use photos, charts and graphs, or diagrams to explain your business and the problems you are solving. 

4. Use large, easy to read font

Always use a relatively large font in your presentation – 30pt or larger. Your audience shouldn’t have to strain to read what’s on your slide. Using a large font will also force you to choose your words carefully because you won’t have that much room on the page for a lot of words. 

6. Research who you’re presenting to

Nailing your presentation requires knowing your audience. For example, suppose you’ve invented a new medical device and are presenting to a room full of industry experts and medical professionals. In that case, you’ll want to present using terminology that they are familiar with.

However, if your presentation is to investors who may not be as familiar with your industry, you may need to simplify things and make sure to use language that they will understand. 

• What to include in your business plan presentation

As a general rule, try to keep your presentation to 10-12 slides. Although you could probably talk about your business all day, your audience is looking for a concise presentation that clearly communicates what your business does and where you are going.

Here are the 10 slides you should include your presentation:

1. Introduction 

This is sometimes also called the title slide. You should include your company name and logo and a one line summary of your business. This might be your mission statement, or just a short tagline that explains what you’re doing in a nutshell. For example, Spotify might have said, “We’re revolutionizing how people listen to music and how artists get paid”. Instagram might have said, “We make it easy for anyone to produce professional-looking photos”.

2. The problem and your solution

This is where your story-telling skills need to come into play. You want to make your problem real to your audience. You want them to relate to people who have the problem, even if they don’t have the problem themselves. You want your audience nodding along in understanding.

With your problem clearly identified, you now explain your solution. This is a description of what your product or service is and what it does. Explain how it solves your customer’s problem and how it compares to the competition. 

3. Target market and opportunity

Your next step is to explain the size of your market and what your business opportunity is. You’ll use the market research data from your business plan in this slide to show how many potential customers are out there and you’ll show the different market segments that your business will target . 

4. Business model and pricing strategy

Your business model is an explanation of how you make money. For many businesses, this is very straightforward and doesn’t require much, if any, explanation. For others, more details will be required. For example, a business like Google provides their search engine for free to users, but sells ads in the search results. 

5. Traction

Traction is evidence of early success with your business. This might mean a list of initial customers, pre-orders through a Kickstarter campaign, or signed contracts with potential buyers. Any evidence that you can provide that proves that your business will be a success is useful to showcase here. 

6. Marketing and sales

Be sure to include a slide that provides an overview of your marketing and sales plan . You’ve identified your target market and now you need to explain how you’re going to reach them and sell to them. 

7. Financial projections

You shouldn’t try and fit your entire financial plan into your business plan presentation. Instead, extract the highlights and present them here. A sales forecast chart and profits chart could be useful. If you have a guess as to when you’ll become profitable, include that information. The goal of your presentation is to spark interest and get your audience to ask for additional information, so don’t overload things in your initial presentation.

8. Your team

Who is behind your business is often even more important than your idea. People come up with good ideas all the time. Investors are looking not just for a great idea, but for a team of people who can turn that idea into reality. Use this slide to provide a brief overview of your team and the rationale behind why your team is the right team to make the business a success. 

9. Use of funds

Assuming that you are presenting your business plan to raise money for your business, you’ll need to explain how you’re going to use that money. Is it for marketing or perhaps R&D? Maybe you need to raise funds to hire key additions to your team or to expand to a new location. Make it clear why you need the money and how you’re going to use it.

10. Call to action

Finally, don’t forget your “ask.” If you’re seeking investment, ask for it. If you are trying to convince someone to join your team, ask them to join. Your business plan presentation exists for a reason and there’s no harm in being direct about what you are looking for.

11. Appendix

Aside from the core slides of your presentation, it’s always useful to have additional slides ready to answer questions that come up. A great presentation leaves the audience interested and wanting to know more. Try and anticipate those questions and add slides in the appendix that helps answer those questions. When the audience asks a question that you’ve prepared a slide for, skip into the appendix and answer that question with your slide. This method shows your audience that you’re well prepared and have thought through all aspects of your business.

This is where it all comes back to planning. The plan document itself may not be useful, but the process you went through will leave you well-prepared to present your business plan expertly and successfully.

Check out our analysis of 7 well-known startup pitch decks for examples of businesses that successfully did this.

• Download your free pitch deck template

Get a jump start on your business plan presentation by downloading our free pitch deck template . It has everything you need to get started and includes all the key slides you need for a winning presentation. 

Create a business plan that maximizes your chances of securing funding

Noah is the COO at Palo Alto Software, makers of the online business plan app LivePlan. He started his career at Yahoo! and then helped start the user review site Epinions.com. From there he started a software distribution business in the UK before coming to Palo Alto Software to run the marketing and product teams.

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How to Make Trivia Questions on Powerpoint

How to design powerpoint slides for oral presentations, how to write a preface for a business plan.

• Marketing Presentation Objectives
• How to Pitch a Business Plan

Making a business proposal presentation to prospective investors is stressful for nearly all entrepreneurs. Even if they are confident their business plan is well thought out, they still worry that they will not be able to express the most important aspects of their plan and engage the investors’ interest in the short time allotted for the in-person presentation. The keys to a successful presentation are advance preparation and rehearsal until your delivery is smooth and polished.

Preparing the Business Plan Presentation

Business plan presentations are designed to sell your idea to investors through a concise and engaging overview of what your business does, how it fills a consumer need and what you are looking for in terms of an investment. Seasoned investors are busy, and typically aren't interested in a long, drawn-out presentation filled with irrelevant information. In fact, many seasoned venture capitalists and angel investors will give you a specific time limit and a suggested outline for your presentation; if you receive these suggestions, it's a good idea to follow them. If you don't receive specific guidance, focus your presentation on the following key points:

• Introduce yourself, your company and its products. 
• Describe your market and how you solve your customers' problems. 
• Explain how your product is different than anything else on the market.
• Discuss the size of the market for your product
• Explain who your customers are
• Demonstrate growth in your market in the next 3-5 years 
• Discuss the competitive advantages your venture has that will lead to outstanding revenue growth and profitability. 
• Demonstrate your projected revenues and pretax profits for the next 3-5 years. 

Slides 9-10

• Discuss your marketing strategies, including distribution channels and sales strategies

Slides 10 and beyond

• Introduce your management team and advisory board members. Include one or two points about each person’s background and experience. and explain how each person on the team brings a critical element necessary for your company’s success.

Final slides

• Reveal the total amount of capital you need and a short list of major expenditures.

By following this general outline and focusing on the most important information, you'll answer most of the investors' questions and give them the details they need to make a decision. Remember to only hit the highlights, and don’t try to fit your entire business plan into the presentation. Too many slides can result in information overload, and they will not remember the most important pieces of information. Aim for a business plan PowerPoint of about 10-12 slides.

Rehearsing Your Presentation

Once you've created the presentation, practice presenting it to ensure that you appear polished and professional come presentation day. Again, keep time limits in mind, and respect the investors' time. Don't forget to include time for questions in your overall presentation plan.

To begin rehearsing, create an outline of your the presentation, addressing the important points that you want to cover. If you are using presentation software like PowerPoint, print a copy of your presentation in outline view, and use that to identify the key points you want to make from each slide and jot down additional notes about what you want to say. Creating the outline not only ensures that you cover all of the key points, it also keeps you from simply reading what's on the screen, which will quickly bore the audience.

Once you have an idea of what you are going to say, rehearse your presentation with colleagues. Invite members of your management team or trusted associates into a conference room and conduct a dress rehearsal of the presentation. Get their feedback on what parts of the presentation might need editing or clarification. Time your presentation and cut it down if necessary. Rehearse the presentation several more times on your own.

Succeeding on Presentation Day

It's normal to be nervous come presentation day, but do your best to relax and calm your nerves. Try some breathing or visualization exercises ahead of time to clear your mind and get into the right frame of mind. If you are well-prepared and know your presentation inside and out, there is nothing to be nervous about. Just be yourself – the investors are evaluating you as well as your business plan, after all – and do your best to project an image of confidence and competence.

Show enthusiasm and urgency, but avoid coming across as desperate or unfocused. Speak slowly, smile, make eye contact and refer to your notes if you need to and you'll impress investors with both your business and your presentation skills.

• Entrepreneur: 10 Tips for Creating a Winning Business Plan in PowerPoint
• Business News Daily: How to Give a Great Business Presentation
• Close the presentation with a sense of urgency. Show why now is the right time for your company to enter the market. Timing is often critical with early stage companies.
• Don’t try to fit your entire business plan into the presentation. Too many slides can result in information overload for the people you are presenting to, and they will not remember the most important pieces of information. Ten to twelve slides is sufficient.

Brian Hill is the author of four popular business and finance books: "The Making of a Bestseller," "Inside Secrets to Venture Capital," "Attracting Capital from Angels" and his latest book, published in 2013, "The Pocket Small Business Owner's Guide to Business Plans."

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How to Make a Business Plan Presentation

When deciding how to make a business plan presentation, you should create a presentation that focuses on the basic and most important factors of your business. 3 min read updated on February 01, 2023

When deciding how to make a business plan presentation, you should create a presentation that focuses on the basic and most important factors of your business. This presentation should be quick and to-the-point. At the same time, it should reveal your best selling points and the most important details about your business plan. Ideally, you'll want to use the 10–20–30 presentation format, which translates to 10 slides, 20 minutes, and 30-point font.

Tips for Creating a Winning Presentation

• In the first slide, include the name of your business, your contact information, and your company's slogan.
• Include visuals that can simply explain how your business works instead of lengthy details, which might be hard to understand. Your audience can always choose to read the full business plan if they need to.
• Provide easy-to-digest information. And instead of reading word-for-word, add comments that provide deeper explanations.
• Don't focus too much on technology.
• If possible, mention the methods you have used to come up with the numbers and facts in your presentation.
• To save time and money, you can use PowerPoint presentation templates, which can help you create a professional presentation without much effort.
• After editing and finalizing your presentation, play it back to make sure everything makes sense.

The 9 Main Components of a Business Plan Presentation

Regardless of your business type, there are nine main components that all business plan presentations should include. You can choose to emphasize the components that suit your plan best.

1. Introduction

The introduction should be a summary of your business, including your products or services, what you have achieved so far, and your future plans. The first sentence should be as brief as possible, and it should include your unique approach or main business idea. Then, introduce your products or services , and explain your accomplishments and future plans.

2. Solution

Mention the main advantage of your business idea, and explain how it provides a solution for the people who are going to use your products or services. This helps you prove the importance of your business idea. In addition, include facts and evidence that will help back up your business idea. For example, customers' opinions or feedback can be counted as strong evidence in your favor.

3. Service or Product Overview

Here you can provide more details about your services or products and use them to further explain the solutions your business provides. For example, you can illustrate, in four to six steps, how customers use your product and what they use it for.

Here you should include details about the main customers your business is targeting, including their age, income level, gender, and more. This helps prove you have enough knowledge about the market and the industry.

5. Competitors

It is important to outline the other businesses that work in the same field as yours. This will show what makes your products or services unique.

6. Business Model

This is one of the most important parts of a business presentation. Here is where you get into the details about precisely how your business works. Think of this section as a series of smaller models or plans. You can choose whether to cover some or all of the models below:

• Revenue Model
• Development Model
• Distribution Model
• Marketing Model
• Operations Model

7. Your Team

Here, you mainly mention why your team is special and what it has been able to achieve so far. Describe everyone's background and role in your business.

8. Financial Plan

Here you can prove the success of your business by laying out the necessary information regarding your main expenses and profits. If you have just recently started your business, then you can predict how your financial plan will look in the next two to three years and present that information instead.

9. Proposal

Do not forget to make your final proposal. How you structure this depends on whether you are making your proposal to a specific person, an institution, or a bank. Make a formal proposal, and determine the exact amount of money you need.

If you need help making a business plan presentation, you can post your legal need on UpCounsel's marketplace. UpCounsel accepts only the top 5 percent of lawyers to its site. Lawyers on UpCounsel come from law schools such as Harvard Law and Yale Law and average 14 years of legal experience, including work with or on behalf of companies like Google, Menlo Ventures, and Airbnb.

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More From Forbes

Top 10 questions every business plan should answer.

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Starting and building your own business can be overwhelming.  And while many business owners cringe at the mere mention of drafting a business plan, it is a great exercise to get your business back on track and to plan for future growth. More specifically, it forces you to map out where you are now, where you need to go and most importantly how you plan to get there.  If you are a first time business owner, or have never written a business plan, you may not know where to start. Our friends at Corporate Tax Network have helped thousands of business owners meet their goals through financial and business planning strategies. Below is their list of the Top 10 Questions Every Business Plan Should Answer.

1) What is the need that your business exists to satisfy?

• Every business exists because of some noticeable opportunity that you have discovered within the market. So you must clearly define the need and/or problem you are solving with this business.

2) How will your business satisfy the need?

• Introduce and describe the business itself. Consider including a mission or vision statement with objectives detailing how the business satisfies the need in the market.

3) How does your company differentiate itself?

• Describe your business model and competitive advantage. This will help you to outline how the business will sustain its position within the market.

4) Who will be the key players in the business?

• Name the management team, board and advisers to the business. Highlight their expertise and experiences.

5) How big is the market you are entering?

• Only after understanding the industry you are entering – its size, attractiveness and profit potential – can you truly justify the opportunity.

6) Who will you be targeting as customers?

• Narrowing down your target customer will help enhance and define your marketing strategy.

7) What will be your most effective marketing and promotional strategies?

• Once you’ve identified your target client, you’ll need to develop and implement a strategy on how best to reach them (e.g. PPC, television, radio, social, etc). And this in large part will be influenced by where your target client consumes information.

8) What are the economics of your business?

• Define your revenue streams including pricing structure, costs, margins and expenses.

9) How much money is required to get your business started and generating revenue?

• Identify needed capital requirements by determining where your business stands today, and what is needed in order to move forward.  Also, if you are in need of outside funding, what will be the sources and uses of funds requested.

10) What needs to happen to break-even?

• Play around with financial projections and forecasts to determine the volume of sales needed to cover your expenses and to become profitable.  Include monthly breakdowns for the first two years.

Whether your objective is to find an investor, get a business loan or just improve the way you run your business, your business plan must answer these key questions.  Remember, there is no right or wrong answer, but addressing these questions will help you build a roadmap for your business.  And, of course, the better the map, the greater the likelihood that you’ll reach your destination!

For more information on financial strategies, contact our partners at Corporate Tax Network today. They have a team of business consultants and tax advisors standing by to help you. You can also follow them on Twitter for daily business information.

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50 Questions Your Business Plan Should Answer

S adly, most investors don't read business plans. However, writing one is the only way you will be able to answer the following 50 questions which an investor will ask you:

1. What is the price of your product or service and why?

2. How much capital is required to execute your business plan?

3. How much is the company is worth?

4. What existing products/services does your company provide?

5. What is the use of the proceeds?

6. On a summary basis, what is the historical financial performance of the company (even if, and perhaps particularly if, you have no revenues)?

7. On a summary basis, what is the projected financial performance of the company?

8. What new products/services are being developed and when will they be ready for market?

9. What is the size of the market for your product in dollars?

10. What is the size of the market in terms of units?

11. How has the market for the product/service changed over the past 5 years and why?

12. How do you anticipate it will change going forward?

13. At what rate is the market for your product growing?

14. Is the competition highly concentrated or highly fragmented?

15. What is your distribution channel and why is it the best one?

16. On a broad level, what are the elements of your marketing strategy?

17. What does it cost to generate a lead, and what is the ratio of leads to sales?

18. What funding is being allocated to new product development from the financing and from ongoing operations?

19. How many potential customers have you talked to?

20. What are the gross and margins on your product/service? Why are they superior or inferior to a competitor?

21. What is your assumptions on the bad debt and collection period for outstanding receivables?

22. What are your working capital needs once sales take off and how will these needs be addressed?

23. What will happen to gross and operating margins as sales rise and why?

24. What percentage of your sales are recurring?

25. Who are your top five executives and what is their professional and educational background?

26. What regulatory or legal threats are present?

27. Are there international markets for this product and is the company positioned to take advantage of them?

28. Who is the largest competitor in your industry?

29. What criteria will be used to choose locations for geographic expansion?

30. How will you get this product into mass market distribution channels?

31. Is the product/service patented?

32. Who are your suppliers and or vendors?

33. Do you have more than one for each supplier/vendor of your basic raw materials or services?

34. What are your payment terms with vendors or suppliers?

35. What will cause gross and operating margins to improve as volume increases or decreases?

36. Where is the company located and how many square feet does it lease or own?

37. What is the length of the sales cycle?

38. How did you estimate returns and allowances?

39. How are sales personnel compensated? Incentivized?

40. What, as a percentage of sales, is the industry norm for R&D expenditures?

41. What is the earnings multiple of public companies like yours?

42. What is your immediate marketing objectives?

43. Does the company have a board of directors or advisors?

44. What is the ownership structure of the company? Who else is an owner?

45. How has the company been financed to date? What other financial transactions have occurred in the past?

46. Has the product generated any publicity? Where?

47. How old are the current liabilities on the balance sheet?

48. Who has prepared the historical financial statements and have they been compiled, reviewed or audited?

49. Is there any cyclically in sales?

50. What are the competitive advantages of your products?

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

David Evanson

David R. Evanson has more than 30 years working in the media, on Wall Street and in media relations. He has worked with investment banks, asset managers, private equity investors and institutional brokers on a variety of marketing and communications challenges. David is also a recognized financial writer, having authored five books on finance and economics, and articles in Barron’s, Forbes, Investment Dealers’ Digest, On Wall Street, Financial Planning and Entrepreneur, among others. David brings to the table a well-developed understanding of the capital markets, investments and corporate finance, and a talent for creating targeted media communications programs for financial services providers.

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• Entrepreneurship

In Defense of the Business Plan

The business plan is under attack and deservedly so. Why spend so much time writing a fictional plan when you are pretty much certain that the odds of it translating to reality are near to zero? Framed this way it is indeed difficult to see why a rational person would venture out to write a business plan! As my colleague Toni Dávila recently pointed out Business Plans Should Move to the Back Seat .  

What it’s not

However, critiquing the business plan based on its predictive performance may miss the point . The culprit perhaps is the word “plan,” that leads us to believe that a business plan is something to be executed with minimal deviations from the original, akin to conventional capital budgeting or financial plans.  That is definitely not the case. A business plan is not a plan!

This would not come as a surprise to those who have read and interiorized the classic William A. Sahlman piece on business plans: “ How to write a great business plan .” He rightly pointed out (long before the slew of criticism thrown at business plans for their poor predictive track record as well as the dot-com bubble, vastly fueled by investments in dubious and not so rigorous business plans):

“What’s wrong with most business plans? The answer is relatively straightforward. Most waste too much ink on numbers and devote too little to the information that really matters to intelligent investors. As every seasoned investor knows, financial projections for a new company – especially detailed, month-by-month projections that stretch out for more than a year–are an act of imagination.”

A business plan is essentially a document that presents the entrepreneurs vision and execution plans with its associated risks and rewards for consumption of investors . The goal is to help investors assess the business and make an informed decision. It is essentially an analysis and communication tool for the entrepreneur to provide the investor , akin to a due diligence report when buying a company for example. Therefore, if as an entrepreneur you are bootstrapping your business or are at a stage where the uncertainties are too high for you to grapple with, the business plan may be of little utility.

So indeed Business Plans Should Move to the Back Seat when demand uncertainties are too high and need to be further investigated and comprehended. In such cases the goal should be to search for a scalable business model through a deep understanding of the market by rigorous research and most importantly experimentation in the field. This crucial phase of the entrepreneurial process definitely does not require a business plan to be written beforehand!

Why it’s important

However, it is also certain that it is during this process that the entrepreneur generates the insights and knowledge that will form the basis of the business plan that will allow her to approach investors to raise financing for her startup if so desired. A business plan apart from providing information to investors is also a symbol of you as a person . It reflects how thoughtful, thorough, honest and diligent you are. Whether the plan is a 40-page document or a 20-slide pitch deck, at the end of the day it should reflect you and your vision and convictions while providing the necessary information to investors to make an informed decision .

Furthermore, we must also realize that a business plan is just the start of long journey full of ups and downs for both investors and entrepreneur. Risk is unavoidable in a startup and there are no tools that can predict the future with any accuracy. Thus it is crucial to realize that, “a business plan must not be an albatross that hangs around the neck of the entrepreneurial team, dragging it into oblivion. Instead, a business plan must be a call for action, one that recognizes management’s responsibility to fix what is broken proactively and in real time .” After all, investing in a fledgling startup is an act of faith based on trust. Both parties must strive to uphold that trust in the long journey to nurture a new venture.

• Business Plan

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• Business Plans Should Move to the Back Seat
• How long will the entrepreneur fad last?
• Which is more important – the car or the driver? Ask Fernando Alonso…
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One thought on “ In Defense of the Business Plan ”

Good post, Anindya. I just read your colleagues post about business plans moving to the back seat as well. You both had some good points. I tend to be a little more on your side of things. Any good plan in business or military (I’ve been in both) must be well researched, well thought, out, but also be flexible, and have backup plans…contingencies. Most new startups that I’ve seen don’t fail because they over-planned…they fail because they had NO plan. The trick is to keep it flexible…adaptable, and see it as a work in progress. But I do agree with Toni in one sense because I do think too many people spend so much time on their initial business plans that they miss opportunities and don’t actually have time DO the business they were passionate about. I was talking with one of my good friends who’s starting an event planning business, and she was really stressed about having everything perfect right off that bat. I gave her some advice to not stress so much about the initial perfection, but get some key things done that would allow her to get started and learn on the fly. She took my advice and a couple months later she’s getting some clients and her business is at least off the ground. So, as I said on Toni’s post, I think the key is balance.

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