The Easy Guide to Making a Business Plan for Presentations

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?

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

How to Create a Business Plan | The Key Elements of a Business Plan

Executive Summary

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.

Company Profile

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.

Company Profile Template for Business Plan
Company Profile Template (Click on the template to edit online)

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

Customer Profiles

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

Customer Profile Template for Business Plan
Customer Profile Template (Click on the template to edit it online)

Perceptual Map

This tools 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.

Perceptual Map for Business Plan
Perceptual Map Template (Click on the template to edit it online)

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 you new product or service is profitable.

Porters Five Forces Template for Business Plan
Porters Five Forces Template (Click on the template to edit it online)

SWOT Analysis

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.

SWOT Analysis Template for Business Plan
SWOT Analysis Template (Click on the template to edit online)

PEST Analysis

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.

PEST Analysis Example
PEST Analysis Example (Click on the template to edit it online)

Competitor Profile

All the details you have gathered on your competitors, such as their sales numbers, strategies, parteners, 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.

Competitor Profile Template for Business Plan
Competitor Profile Template (Click on the template to edit it online)

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.


Competitor Intelligence Mind Map Template

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

View More Market Strategy Planning Tools

View More Competitor Analysis Tools

Marketing and Sales Strategies

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

Marketing and Sales Plan template for business presentation
Marketing and Sales Plan Template (Click on the template to edit it online)

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

Organizational Structure and Management

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.

Organizational Structure for Business Plan Presentation
Organizational Structure (Click on the template to edit it online)

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

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.

Product Canvas Template
Product Canvas Template (Click on the template to edit it online)

Learn about this in more detail here.

Value Proposition Canvas

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
Value Proposition Canvas for Business Plan
Value Proposition Canvas (Click on the template to edit it online)

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.   

Financial Plan Template
Financial Plan Template (Click on the template to edit it online)

Want to Extend the Guide to Creating a Business Plan Presentation

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.

Jazz Up Your Presentation: 6 Ways to Put an End to Ugly Charts and Graphs

How Not To Ruin Your Business Presentation


Author

Amanda Athuraliya

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.

Comments

  1. Padmanabhan,

    it is an excellent presentation format.Can I use this for my company?
    Can u mail to my ID?

    • Amanda Athuraliya

      Hi Padmanabhan, you can use the link in the post to download the PowerPoint presentation.

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