General Business Information:

Start by entering vital details about your business, including its legal structure and foundational data.

Partner Information:

Next, record the qualifications and roles of project partners to ensure clarity in responsibilities.

Business Model Canvas:

Create a simplified business model canvas that illustrates how your company will deliver value to customers. This visual aid enhances understanding and communication..

Value Curve Analysis:

Construct your value curve to identify how your offering differs from competitors. This analysis is crucial for positioning your business effectively.

Strategic Planning:

Define your mission, vision, and values while conducting a SWOT analysis. Additionally, assess market dynamics using Porter’s competitive forces to set strategic objectives.

Marketing Plan Development:

Formulate a marketing strategy based on the 4Ps: Product, Price, Place, and Promotion. Estimate market size according to your chosen target audience.

Pricing Strategy:

Determine pricing for products and services by balancing direct costs with desired profit margins.

Financial Planning:

Generate sales projections, initial investments, and project expenses. The template automatically creates a five-year financial plan based on your inputs.

Automated Reports:

Evaluate the viability of your business using key indicators such as NPV, IRR, and ROI in the financial report. Access automated summaries for both the strategic and marketing plans.

Viability Dashboard:

As you complete the spreadsheet, track your business’s viability through an intuitive dashboard featuring graphs and real-time data.

Financial Dashboard:

Monitor the financial evolution of your business plan effortlessly with simple visual tools.

Scenario Analysis:

Adjust metrics to see how changes impact your overall business strategy, allowing for informed decision-making.

Executive Summary Generation:

Finally, produce an executive summary of your business plan automatically. This concise report is ready to present to potential investors or partners.

Download our Excel business plan template now. Free business plan consulting included.