What are the requirements for a business plan? Requirements for a business plan and recommendations for its preparation. General requirements for a business plan

The business plan covers organizational, technical, economic issues related to the development of any project for the production of products or the provision of services. The business plan has the following structure (Appendix No. 1).

1. Title page (business plan cover)

It is implemented on one page and contains the following data:

full name and address of the enterprise;

telephone (fax) number;

essence and purpose of the proposed project;

project implementation results;

the total cost of the project and the need for funding;

possible sources of financing with a description of the terms of the loan;

loan repayment guarantees.

This data allows a potential investor to immediately evaluate the project and determine the possibilities of its financing.

2. Memorandum of confidentiality

The confidentiality memorandum is drawn up in order to warn persons allowed to familiarize themselves with the business plan about confidentiality, limiting the circle of potential readers. This section lists developers and their qualifications.

It is a summary of the essence investment project. It should contain the following data: the full name, address and telephone number of the enterprise, description of the enterprise, its specifics, information about the management personnel and their share in the capital of the enterprise, the purpose of the business plan, the objectives of the enterprise, a brief description of market conditions, the essence of the proposed project, risk factors of the project, the total cost of the project, the amount of funds that the initiator invests in the project, the need for financing, forms and conditions of investment, guarantees for the return of borrowed funds.

4. Characteristics of the enterprise and its development strategy

This section of the business plan should include the following information.

Name of the enterprise, its organizational and legal form, legal and postal addresses, location of the enterprise, occupied area, date of formation, authorized capital of the enterprise, founders and distribution of capital between them; organizational structure enterprises, subsidiaries; information about managers, structure of assets, fixed and working capital, characteristics material resources, buildings and structures of work in progress, material balances, social infrastructure facilities; description of the current financial condition of the enterprise, the volume of output, the share of exports; consumers of the company's products, their location and volumes of consumption, quality of products and services; level of technology, staff qualifications, location of energy sources and suppliers of materials and components; competitiveness of products, range and volume of products, markets in which competitors operate, and their share in these markets; the state of the production base of competitors, pricing policy and marketing policy; strengths and weaknesses of competitors (their products and consumers, prices, sales volumes, image, etc.).

5. Description of products (services)

This section of the business plan describes the consumer properties of the products offered by the enterprise, as well as similar products on the market.

It is necessary to describe the names of products and their specification; functional purpose and scope; main technical, aesthetic and other characteristics; indicators of manufacturability and versatility of products; compliance with standards and regulations; cost characteristics: product development stages (draft, working designs, prototype, pilot batch, mass production); product requirements, further development products; the concept of development of products of the next generations; information about patent and license protection, trademarks, copyrights and other intellectual property.

It should also indicate the structure of output in physical and standard terms, a list of products manufactured over the past 10 years, but discontinued; product advantages over analogues; export possibility of products.

6. Market analysis. Marketing strategy

In this section, it is necessary to describe the structure of the market, demand at prices, the reaction of the market to socio-economic processes, ways of selling products, and competition.

The main qualitative characteristics of the market will be the market capacity and demand for the company's products.

It is important to determine the magnitude and structure of current demand and the prospects for its change. Current demand is determined by the total amount of products sold at a certain price in a particular market for a certain period.

Based on this information, the size and structure of current demand, as well as the main market segments by geographical division and categories of consumers, are estimated.

When describing the sales market for the company's products, you must specify:

• * the main enterprises operating in the market; competitors' products; the number of buyers; volume of sales and types of services; expected growth in market size; secondary markets and their main characteristics; customer purchase cycle; the time between the moment of placing an order and delivery of products; competitive advantages, the ability to meet the needs of the market, market penetration, the reputation of the enterprise, a stable financial position;
• * the importance of the intended market for the competitiveness of the enterprise, the difficulties in entering the market, legal restrictions (legal support for the requirements of potential buyers, ways to meet the requirements) and predicted changes in legal requirements;

a factor in ensuring success in the market (best customer satisfaction, efficiency in the supply of products or services, recruitment);

competitive product qualities that have a great influence on the development of pricing and sales marketing strategies and are used in the formation of a production plan.

At this stage, the price of the product can be determined. When determining the price of products, it is necessary to proceed from the results of an analysis of demand, prices of competitors and the costs of the enterprise for the production and sale of products.

Based on the results of the analysis of the state and development trends of the market described above, a sales plan for the products (services) of the enterprise is formed.

7. Investment plan

This section should reflect the stages of work to prepare the enterprise for the production of products (services).

There is a generally accepted sequence preparatory work which includes the organization of construction and installation works, the purchase and installation of equipment, the conduct of research and development work, the development of design, engineering and technological documentation for products and equipment, the manufacture and testing of prototypes of products, the revision of technical documentation, mass production. It is planned to perform work on the formation of a sales market for products, the selection of potential contractors, the conclusion of contracts for the purchase and supply of materials, components.

In this regard, it is necessary to indicate technological process, the degree of development of products, the availability of technical documentation for the project, the legal support of the project, the timing of the work by stages, suppliers of raw materials, materials and components, a list necessary equipment with an indication of the cost and delivery time of equipment; characteristics of production areas for new production, a plan for bringing the enterprise to its design capacity, a personnel training plan; sequence of works, costs by stages of work, potential sources and conditions for attracting capital.

8. Production plan

In this section, it is necessary to describe the security of the project from the production and technological side: the level of technology, the security of production with equipment and tools, the productivity and quality of products. You must specify the following:

• * on what equipment the goods will be manufactured, production areas and the timing of their commissioning, the complexity of the operations performed, labor rates, the structure of personnel and types of personnel costs, a list of raw materials and components, their quantity and cost characteristics, main suppliers raw materials, materials and components; the required amount of electricity, gas, compressed air, steam, water and the cost per unit of their consumption;
• * a list of other third-party organizations necessary for the implementation of the production process and the sale of products; traffic volume by modes of transport and transportation tariffs, industrial cooperation plan, security of product output by creating a quality control system, ensuring compliance with requirements specifications and standards.

At the end of this section, an analysis of production costs and their dynamics over time, organization of safety and fire safety, industrial sanitation, and ecology should be given.

9. Organizational plan

This section of the business plan describes the enterprise management system. The management organization should include a developed management structure, functional responsibilities, qualification requirements to specialists, size wages employees, the possibility of attracting freelance experts. Life experience has proven that the success of a business is 90% dependent on the quality level of management, especially in small businesses. In this plan, weak and strengths management. It has been proven by management experts that the most likely causes of management failure are: incompetence management personnel, lack of experience in direct production management, narrow professionalism, failure to fulfill the obligations assumed, various unforeseen circumstances, including natural disasters. Some of the causes of "Losses" in control can be avoided. For example, an insurance company against natural disasters. The management system must comply with the principles of material interest, moral and liability, control over the results of the adopted management decisions. The charter of the enterprise should be developed, which will stipulate all aspects of the production and financial activities of the enterprise. Moreover, the charter of the enterprise and the functional duties of employees should not contradict the Law on the enterprise of the Republic of Belarus. This section should describe the principles of interaction between departments of the enterprise. Careful selection and placement of personnel is the most important condition for success in management activities enterprises.:

10. Forecasting financial and economic activities

The financial plan is the final section of the business plan.

When developing it, the tax environment, changes in the exchange rate, inflation and other possible changes in the monetary system should be taken into account.

IN financial plan must be presented: profit and loss statement, balance sheet, statement of movements Money.

The profit and loss statement reflects the operating activities of the enterprise in the current period. Based on this report, it is possible to determine the amount of profit received by the enterprise in a certain period.

The cash flow statement shows the formation of cash outflows, as well as the cash balance of the enterprise in dynamics from period to period. Forms and methods of financing are various. The following are the most commonly used in industry.

Receipt financial results by issuing shares. Share capital is acquired by issuing ordinary and preferred shares.

Acquisition of loans from commercial and state banks. When choosing options, it is necessary to take into account the situation in the credit market.

Leasing financing (for example, when a leasing company purchases fixed assets from a manufacturer and then leases them to the user for temporary use).

The amount of equity and borrowed capital must be sufficient to cover the negative value of the cash balance in any period.

Each of the alternative financing schemes should be calculated and assessed the consequences of its application.

Scorecard economic efficiency of the chosen solution should be represented by two groups of indicators: indicators of the financial condition of the enterprise and indicators of investment efficiency, calculated according to the selected discounting scheme.

11. Legal Plan

When creating a new enterprise, it is necessary to determine its form of ownership and the legal status of this form of ownership. Each of the forms of ownership has its own characteristics.

This section of the business plan should describe the charter of the enterprise, as well as other provisions necessary for the normal legal system of the enterprise.

The specific content of this section will depend on the chosen form of ownership.

12. Risk assessment and insurance

The problem of risk in the production and financial activities of the enterprise is one of the most significant. For any enterprise, risk means the likelihood of an unfavorable event occurring, which can lead to the loss of part of its resources, loss of income or additional expenses. Market conditions change frequently, so enterprises are constantly faced with various kinds of risks. The forms and conditions of financing, the taxation system, etc. are changing. When drawing up a business plan, possible changes in market situation. It is necessary to carry out a qualitative and quantitative analysis of risks, as a result of which risk factors and stages of work are determined when it occurs. To reduce risk, a company can use various analytical methods, allowing to increase the reliability of investment results, methods of mathematical statistics, economic and mathematical modeling, sensitivity analysis. To reduce the occurrence of risks, it is advisable to involve experts who can take into account the possibility of occurrence of risks and uncertainties. The most frequent critical risk factors may be: the sales volume of the company's products, the price of products, inflation and other factors. The list of risks is very wide. These include fires, various kinds of conflicts, floods, other natural disasters, changes in tax policy and fluctuations in exchange rates.

Taking into account the possibility of the emergence of risks, organizational measures for the prevention of risks and a program of insurance against them are being developed.

In the context of the transition to market economy mastering the art of writing a business plan becomes extremely relevant. Western investors are afraid to deal with domestic entrepreneurs. And not only because of the lack of guarantees, the instability of the economic and political situation in the country, as is commonly believed, but also because of unprofessional, unconvincing documents, in particular business plans.

We list a number of general requirements that must be considered when preparing a business plan:

A business plan is the first thing a prospect learns about a company.
the investor, therefore, it is necessary that the design of the business plan matches the image of a successful company: it must be attractive, but discreet;

The degree of detail should correspond to the goals of the plan, but not include anything superfluous: a clear structure of the material and its clarity, brevity. The optimal (standard) business plan is 40 pages. However, in some cases, more detailed business plans up to 70-80 pages are required. If, in order to ensure the completeness and specificity of the presentation of the necessary
less material in the business plan is required, then the number of pages of the business plan can be reduced to 30 pages or less;

The business plan should not include secondary and background information. It is better to put it in applications. Generally, investors ask Additional information, and the availability of applications increases the flexibility of the project. The scope of applications is not limited;

Presentation style: simplicity of presentation and lack of language
and terminological barriers, i.e. accessibility to study and understanding. The business plan should be understandable to a wide range of people, not just specialists, and not be full of technical details. It should also be convincing, concise, arouse interest among partners;

Reasonable dosing when presenting the technology of a business proposal;

When drawing up a business plan, you must also remember that the information presented in it must be capacious, clear and at the same time concise. In this regard, it is recommended to use the method of collapsing information: it is classified into certain categories (indicators) and presented in an analytical (tabular) or graphical form. In a systematic form, when a comparative assessment is possible, digital data are perceived much easier, and therefore more effective;

An objective assessment of the difficulties standing in the way of implementation
outlined in the business plan;

The business plan should be an honest analysis based on realistic assumptions. Assumptions and forecasts must be substantiated and supported by references to sources of information, such as conducted market research (surveys), industry statistics, economic and demographic studies, as well as opinions of persons who will do business with this company. Few investors or lenders will take risks based on unrealistic plans. Business plan demonstrates to investors and creditors the quality and depth of the company's leadership and marks the managerial ability to achieve the set goals;

Accuracy of financial calculations;

The risks of the company should be discussed. The credibility of the company can be seriously undermined if the existing risks and problems are disclosed not independently, but from the outside;

No immaterial or vague statements should be made;

The plan should be comprehensive and include a discussion of the organizational strategy to achieve the company's advantages and overcome potential difficulties;

Many investors like to read a one- or two-page summary of the business plan (summary), which allows them to see the important features and benefits of the project. There are also four vital blocks of key issues worked out in the business plan, which are especially carefully evaluated by investors: the management team, current and planned financial indicators, goods and services, marketing plan. It is necessary to prepare a strong argument in each of these sections;

The business plan must be prepared taking into account the requirements and
standards of organizations and persons to whom this document is supposed to be presented;

The business plan should be presented in an attractive, not overly complex form and reproduced in sufficient number of copies for its consideration.

Business planning can be safely called the basis of the entire organizational process, as well as a tool that allows you to attract third-party financial resources for enterprise development. At the same time, the requirements for the business plan are quite strict and unambiguous, and compliance with them allows us to give a real assessment of the expected effectiveness of the company's economic growth.

General Criteria

The document that we propose to consider is especially important if your goal is to attract foreign investors. The reason for most failures is often an illiterate plan.

To begin with, it will be important to highlight the general requirements for a business plan, which must be followed when forming your document:

• the design should be attractive, but not too conspicuous. After all, the project of your business is the first thing a potential lender learns about you, and therefore it is necessary to adhere to the image;
• the level of detail depends entirely on your goals. At the same time, we must not forget that the project should not contain unnecessary details, but there should be structuredness, brevity and clarity of thought. The optimal volume is 40 pages. If necessary, the document can be enlarged to 80 pages or reduced to 30;
• it is better not to include any background and secondary information in the plan. If its presence is still necessary, it is better to put it in applications, the scope of which is not limited. Moreover, be prepared for the fact that the investor will still ask for additional information, and therefore it is better to be prepared for this;
• do not forget about the language and style of presentation - it should be understandable and accessible to the reader. Your text should not be replete with terms unknown to anyone. The meaning of the foregoing should be clear to any reader, and not just specialists in this field. Stick to a concise persuasive style;
• requirements for a business plan include the use of tables, graphs, charts. Do not forget that information presented in numbers is remembered much better;
• the analysis itself must be based on reliable data. All forecasts and your assumptions must be confirmed with references to sources of information;
• do not neglect the discussion of risks. It is better if you initiate it yourself than independent experts brought in from outside;
• the plan should be as comprehensive as possible, give the lender a complete picture of how much you are asking for, what you will spend it on, and what he personally will receive from all this.

Another important point: investors prefer to get acquainted with the summary of the project, which should fit on two or three pages and contain the main theses.

Do not forget to take into account the individual requirements for a business plan that a particular investor puts forward in the process of drawing up a document. And lastly, the number of multiplied copies should be sufficient. Therefore, do not forget to ask how many people will consider your project.

Time frame

Even at the initial stage, it is necessary to set a deadline by which your document will be ready. This procedure is especially important if we take into account the rate of change economic conditions, and, accordingly, the indicators that you will give in the calculation part. Too long procedure will lead to the fact that your information will simply become irrelevant.

It is easy to assume that data collection can take quite a long period, and therefore the process should not be equal to infinity. It is especially important to take this into account when drawing up investment projects.

It would be better if you leave a spare time corridor for writing a project, because, as practice shows, the preparation of this document is always delayed.

Document structure

The next thing to consider is the business plan requirements. It begins with the title page, on which it is necessary to indicate information of the following order:

1. Name.
2. Author, his contacts.
3. Type of ownership.
4. The cost of the project, including the amount of investments in it.
5. Number of planned jobs.
6. The number of jobs that are planned to be filled through the employment center.
7. Year, city and region of compilation.

This is followed by a table of contents, as required by the requirements for a business plan. It must specify all sections and pages on which they are located.

The plan structure contains:

1. Summary.
2. Description of the product or service.
3. Market research and analysis.
4. Marketing plan.
5. Organizational plan.
6. Production plan.
7. Taxes.
8. Finance.
9. Risks.
10. Application.

Each section requires a careful approach, and therefore it will be useful to consider what exactly you will have to cover.

Product or service

Here you need to state the essence of your business, more precisely, what goals you set for yourself and how you are going to achieve them. In addition, interested parties will be interested to know the following nuances:

• scope, product characteristics, safety requirements, environmental friendliness, the need to obtain a license;
• terms of delivery, operation, maintenance, repair, disposal;
• useful effect;
• price;
• implementation methods;
• weaknesses and advantages.

Market analysis

The requirements for developing a business plan in this part are usually the most difficult to comply with. To begin with, it will be necessary to state who exactly will become the consumer, how many products will be sold every month during the entire period under study.

For such calculations, you will need to study the potential of the market as a whole to buy the product or service you offer. At the end of this section, the investor should see the approximate number of buyers and sales volume.

Marketing, organizational and production plan

Each of these sections covers its own area of ​​activity. Briefly, this can be represented as follows:

• marketing plan - what exactly are you going to do to achieve the result;
• organization plan - business registration, employees, bank accounts, salaries;
• production - description of the technological process.

General requirements to the business plan are required to give detailed description financial investments, costs and net profit that can be obtained as a result of the implementation of your project.

Be sure to specify which tax system will apply to you.

At the end, be sure to list all the risks that you may have to face, as well as ways to overcome them. The document ends with applications in which you can attach photos of the premises, finished products and other materials that can confirm the accuracy of your information and the seriousness of your intentions.

Business from scratch. How to Write a Business Plan: Video

The economic essence of a business plan is to acquaint a potential investor (business partner, bank, etc.) with the essence of the proposed project and interest him in participating in this project. In order for this document to be adequately perceived by potential project participants and to serve as a basis for them to make informed business decisions, it must meet a number of criteria.

The business plan should contain all the necessary sections to reflect the investment project in question as fully as possible. This means that the business plan must contain all the information that a potential investor or business partner may need to make a positive decision. In addition, the completeness of the presentation of the project in the business plan means that this document should cover a period of time sufficient to complete the described project or to reach the planned level of production, implementation, construction, etc.

Utility

The information provided in the business plan should be not only complete, but also useful. You should not include in the business plan something that you can do without and that will not affect the adoption of a positive decision by a potential investor (business partner). For example, information about average headcount employees of the enterprise - the initiator of the project can be useful and interesting. However, a detailed description of the social structure of the staff (the number of working men and women, the presence of employees with higher or secondary education, the designation of people whose work experience exceeds five years, etc.) may be redundant. Another example: if the implementation of the project implies that the enterprise has certain licenses, then their list, indicating the validity period of each license, must be included in the business plan. At the same time, a detailed review of the legislative and regulatory acts regulating this species activity, it is recommended to leave “behind the scenes” (you can briefly list these documents, indicating their date, number and name of the body that issued the document).

Neutrality

Reality and authenticity

A business plan must be drawn up on the basis of information that can be assessed as reliable. Deliberate distortion of project parameters in order to improve its attractiveness is not allowed.

All conclusions and proposals contained in the business plan must be based on real and substantiated evidence, supported by specific facts and examples. In addition, there should be an analogy between the data presented in the business plan and the current state of affairs (or the prevailing market trend). All more or less significant discrepancies should be reasonably commented on, otherwise the business plan will look adventurous, which is likely to cause a negative reaction from a potential investor (business partner).

Transparency

The business plan should be written in a consistent and logical manner so that any user can follow the rationale for the project parameters and business plan conclusions.

Flexibility

The business plan should be written with the possibility of its adjustment with the least effort. The need for changes arises when deviations appear during the implementation of the project and aims to change the parameters of the project in such a way as to ensure the maximum possible effect in the new conditions.

Controllability

The business plan should be a reliable and reliable control tool, that is, it should, using a system of specific indicators, allow monitoring compliance with the deadlines for completing work, production (construction) volumes, supplies and sales, as well as the compliance of actual indicators with planned data.

Clarity

One of the most essential requirements for a business plan is its writing in an accessible, understandable language, in compliance with accepted terminology and clear, unambiguous wording. A potential investor or business partner should not and will not delve into obscure and non-specific definitions, understand incomprehensible indicators and study unnecessary conclusions.

Compact and structured

The optimal volume of a standard business plan is no more than 50-80 A4 printed sheets. As practice shows, this volume contains all necessary information. The requirements for a business plan contain all the really necessary information, even about the most complex and large investment project. A significant excess of the sufficient volume of the business plan makes it extremely difficult for potential investors to perceive it. In addition to the business plan, it is also useful to make a short presentation of 10-20 slides, which contain the most important organizational, technical and financial parameters project. All information presented in the business plan should be grouped into sections, excluding ambiguities of interpretation and repetition. At the same time, the main text of the business plan should contain only information related to the essence of the project. All volume elements of the document (forms of accounting and financial statements, research results, etc.) must be made in the form of attachments and placed at the end of the document.

visibility

In many cases, a verbal description of a project is not as effective and accessible as a graphical representation. For example, it is much easier and more convenient to describe the dynamics of changes in any indicators not in words, but using diagrams. So a potential investor spends less time getting acquainted with projects with minimal cost, with great pleasure and better understanding begins to imagine the essence of the document. These are the basic requirements that every competently and professionally drawn up business plan must meet, the purpose of which is to interest investors and serve as a real tool for the implementation and control of an investment project. Consider the typical structure of a standard business plan.

Typical business plan structure

The structure of the business plan is a certain logical sequence of its sections, providing the most complete and clear presentation of the investment project in order to make management decisions on it. In most cases, the following sections should be included in the structure of a standard business plan: a summary; introduction;

The summary is the first information about the project that a potential investor will see. The main purpose of the resume is to interest the investor, causing him to want to familiarize himself with other sections of the business plan. The summary is a “miniature business plan”, it contains in a concentrated form all the information about the project disclosed

Although this section is the first, it is written last. This is easy to do: you need to go through all the sections of the business plan and take one or two of the most significant conclusions from each. After reading the summary, the investor should receive the following information.

Summary.

The summary is written last, after the business plan as a whole has been drawn up. It should include the main provisions and ideas of the business plan, the conclusions that the entrepreneur came to.

Resume structure should consist of 3 parts:

introduction: includes the objectives of the plan, a brief outline of the essence of the project;

main content: a concise summary of all the key elements of the business plan and its main parts: type of activity, demand forecast, sources of financing, etc.;

conclusion: summarizes the factors for the entrepreneur's future success, may include a description of the entrepreneur's main course of action.

To write a resume, it is extremely important to have a correct understanding of his resume. The summary should be short, usually three or four pages, but it is better if the summary fits on one page. The executive summary is the key part of the document, "selling" it to the investor, and it should be written in such a way that the reader has a desire to continue reading the business plan. That is, the resume should attract not by quantity, but by quality, taking into account the specifics of the activity and the requests of potential investors.

Essence of the project

First of all, the investor is provided with information about the project with which he is dealing. The essence of the project may be the construction of a cottage village, the organization of the production of a new bus model. replacement of existing equipment in order to save energy costs, etc.

Initiator of the project

The name of the project initiator is given, the experience of implementing similar projects and the stability of the financial condition are assessed.

Project competitiveness factors

This paragraph of the summary is perhaps the most significant. He must convince the investor that the planned project has every chance of being successfully implemented, that the results of its implementation are in demand by the market. The project has no other source of return on the investor's invested funds, except for effective sales in the market. Consideration of the main factors that ensure the competitiveness of the project's products listed in the summary allows the investor to assess the compliance of the characteristics of the project's products with existing and future market trends and, as a result, determine how likely it is that the sales planned by the project will take place. Here are some examples of the presentation of competitiveness factors in a resume.

Project financing

In addition to the essence of the proposed project and the factors that ensure its success, the investor needs to know from what sources the financing is planned and how much money he should personally invest to participate in this project. The summary briefly describes how much funds will be invested by each of the potential project investors: own or borrowed. If a loan is involved in the project, then it is necessary to indicate not only its amount, but also the total loan term and annual interest rate.

Economic results of the project implementation

Under economic results implementation of the project, the following indicators are implied: the amount of revenue (for the year and for the entire horizon of the project consideration); the amount of net profit (on average for the year and for the horizon of the project consideration); profitability of sales, defined as the ratio of net profit to revenue (annual average).

If you want to start own business, but you do not have enough money, then you cannot do without such a document as a business plan. This document is provided to the prospective investor as a guarantee that his money will certainly pay off and will not be thrown down the drain.

Classification of business plans

Business plans may vary. Here you can learn more about their structure. They are usually divided according to the following criteria:

• By type - depending on the field of activity that the project focuses on. Distinguish organizational, technical, social, economic and mixed business plan;
• By class - depending on the composition, structure and subject area. There are mono- (a separate project), multi- (a project consisting of several mono-projects), a mega-business plan (a program for the development of an industry, region, and other areas that consist of many mono- and multi-business plans;
• By scale - depending on the size of the project, the number of participants in it and the extent to which it has an impact on the world around. There are very large, large, medium and small projects. In addition, the division can be by region - interstate, international, national, interregional, regional, intersectoral, sectoral, corporate, departmental, projects within the enterprise;
• By duration - depending on the duration of the time period within which the project will be implemented. There are long-term (for the implementation of which it is necessary to spend more than 5 years), medium-term (3-5 years) and short-term projects;
• By complexity - different aspects of complexity are calculated (for example, financial, technical, etc.). There are very complex, complex and simple business projects;
• By type - depending on the nature of the subject area of ​​the project. Distinguish organizational, innovative, research, educational, mixed project.

You can read more about the types of business plans.

Requirements for writing a business plan

Mastering the art of writing a business plan is one of the necessary qualities for a modern successful person. So for successful project you will have to comply with certain requirements for a business plan:

Met by clothes

The business plan should be attractive but discreet. Remember: this document will be the first thing an investor sees and learns about your project. It will create an image that will follow you for a long time.

More details

The more substantive details a document contains, the more credibility it will inspire. However, it is better not to overdo it. Make sure that the main principles of the document are brevity, clarity, a clear structure for presenting information.

According to foreign studies, it has been proven that the ideal volume of a business plan is 40 pages. But in some cases it makes sense to paint the plan in more detail - up to 70-80 pages. And vice versa - if necessary, you can reduce the volume of the document to 30 pages or even less.

Only important

No background or secondary information - only the most important. If you so desire, you can put additional information in applications - they will help increase the flexibility of the project and satisfy the interest of pedantic investors.

On a note! A large amount of important information is best presented in a table, diagram, diagram, or other graphical or analytical form. When it is required to compare and analyze, this form of presenting information will contribute to its better assimilation, and therefore, brings more results.

Paying attention to style

Write as simply as possible, do not use too many terms - do not use anything that may interfere with understanding, serve as a barrier to the perception of the information you want to convey.

Your business plan should be understandable not only to investors, but also to as many people as possible. Try to be persuasive, concise, and arouse interest.

Be honest with everyone

It is necessary to objectively evaluate all the difficulties that stand or may stand in the way in the implementation of the business plan. This document is a blueprint for solving such difficulties.

However, all your assumptions and forecasts must be supported by facts, research, statistics, expert opinions.

If the plan is unrealistic, few investors will want to work with you. A clear understanding of the risks and ways to avoid them will show creditors how ready you are to manage the company and achieve your goals.

By the way! For our readers there is now a 10% discount on any kind of work, even writing a business plan

Summary

Often investors prefer to read briefly about what is contained in the document before getting acquainted with the project itself. Experienced lenders from short description they see whether the project is worth it or not, they will notice all its strengths and weaknesses.

And investors also pay attention to the completeness of the answer to 4 vital questions for the project: the management team, current and expected future financial performance, goods and services, marketing plan. So it is vital to prepare strong arguments for each of these points.

Here you can see examples of how to design a business plan for a gas station and a sports bar:

The basic procedure for drawing up a business plan may be different. We bring to your attention the most popular option:

• Summary,
• Company,
• Product/service,
• Sales market,
• Competition,
• Marketing,
• Production,
• Organization, management, personnel,
• Finance,
• Risk assessment and insurance.

There are other factors that will determine the composition, volume, structure, and level of detail of the business plan:

1. Specificity of the type of entrepreneurial activity;
2. Size of the organization;
3. The purpose of the business plan;
4. General strategy of the organization;
5. Growth prospects;
6. The volume of the expected sales market;
7. The presence of competition.

On a note! A business plan can be not only the initial document from which the whole enterprise starts, but it can also become the internal law of the company.

In general, you have already understood that this document is quite serious. And if you want your venture to succeed, if you want creditors and investors to become interested in your project, then devote yourself completely to this document. Well, if you are burdened by study at this time, our specialists will gladly help.