How to Format a Business Plan, business plan layout.

Business plan layout

Ideally, your executive summary should fit on one or two pages. Keep things short and concise

Finally, make sure that all the business plan components flow well visually, and that it doesn’t have any “widows” or “orphans” when it prints out. A “widow” is when the last line of a paragraph appears alone at the top of a page, and an “orphan” is a single word that gets left behind at the bottom of a paragraph.

At a minimum, your appendix should include your financial forecasts and budgets. Typically, you should include a Profit & Loss statement, a Cash Flow forecast, and a Balance Sheet.

This is not to say that you need to “dumb down” your ideas

Every executive summary should include a very brief overview of the following:

Business plan layout

I can’t count the number of times I’ve picked up a business plan for a new medical device or breakthrough drug and just simply not been able to understand the details. The thing is, I’m not a doctor or a scientist, and I don’t have the background to delve into the nuances of a surgical procedure, or the granular details of how a new drug is going to work.

Remember, your goal is to communicate your business ideas, not to write the next “War and Peace.” Explain your business as if you are talking to a friend. Investors that read your plan are most likely going to skim it, so making it as short and readable as possible will increase the likelihood that they will have a solid understanding of your business.

You might also use your appendix to include product diagrams or detailed research findings, depending on your business and your industry.

Business plan layout

Let's slim down the slide a bit further. In this case, I only want three arrows remaining. In PowerPoint, remove elements simply by clicking on them and pressing Delete on your keyboard. Let's remove two of the arrows to simplify the slide.

A business plan PowerPoint template is a great starting point. You'll get the content placeholders that help cue what you should add to your business plan. Each of these placeholders can spark creative thought about what you should add to your business plan PPT template slide.

dots. is a fresh and clean PowerPoint business plan presentation. This business plan PPT example would fit in even the most professional company thanks to its expert design. And again, the more than 250 slide designs mean that you can use it for many pitches and plans.

Make sure to focus on the key metrics that investors will look for. Items like daily active users or monthly active users are important to show growth. Revenue matters as well for companies that are generating income.

3. Remove Unused Elements

Business plan layout

Good things come in threes, too. This PowerPoint template bundle uses a minimal design style. It's fully customizable and comes with an astounding 381 unique slides. You'll never be short on ideas with this business case PPT template. It's better than any business plan PowerPoint template for free.

Business case PPT templates come in all shapes and sizes, but the successful ones feature many common elements. This PowerPoint business proposal template has exactly those features. You'll get infographics, device mockups, and data charts that tell your story. It's hard to find this quality in a business plan PowerPoint templates for free download.

The business plan PowerPoint example plays with image masking for a fresh look. You'll get 240 creative slides and 2000 icons. The business plan format PPT includes infographics, device mocks and more!

New business concepts need clear, concise explanations. Otherwise, you risk losing your audience and confusing them. And the best way to do that's with carefully chosen infographics that explain the business process.

Business plan layout

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That said, it may not include the specific details or structure preferred by a potential investor or lender. If your goal with a business plan is to secure funding, check with your target organizations—typically banks or investors—to see if they have a template you can follow to maximize your chances of success.

It’s tempting to dive right into execution when you’re excited about a new business or side project, but taking the time to write a business plan and get your thoughts on paper allows you to do a number of beneficial things:

Business planning is often used to secure funding, but plenty of business owners find writing a plan valuable, even if they never work with an investor. That’s why we put together a free business plan template to help you get started.

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Business plan layout

You’re already investing time and energy in planning your small business—there’s no need to reinvent the wheel when it comes to formatting your plan. Instead, to help build a complete and effective plan, lean on time-tested structures created by entrepreneurs and startups who have come before you.

Business planning is often used to secure funding, but plenty of business owners find writing a plan valuable, even if they never work with an investor. That’s why we put together a free business plan template to help you get started.

Business plans often are used to secure funding, but plenty of businesses find writing a plan valuable, even if they never work with an investor. That’s why we put together a free business plan template to help you get started.

Business plan layout

The key is to show you understand your market and you understand how you will reach your market. Marketing and promotions must result in customers--your goal is to thoroughly describe how you will acquire and keep your customers.

Like any other investment you would make, money spent on marketing must generate a return. (Otherwise why make the investment?) While that return could simply be greater cash flow, good marketing plans result in higher sales and profits.

Keep in mind that highly detailed or technical descriptions are not necessary and definitely not recommended. Use simple terms and avoid industry buzzwords.

Many people see writing a business plan as a "necessary evil" required to attract financing or investors. Instead, see your plan as a no-cost way to explore the viability of your potential business and avoid costly mistakes.

Products and Services

The Management Team section for our cycling rental business could start something like this:

We will also use online tools to better engage customers, allowing them to reserve and pay online as well as create individual profiles regarding sizes, preferences, and special needs.

So first let's gain a little perspective on why you need a business plan.

Business plan layout

In our business plan template, each section includes an overview of the most important information to cover and guidelines on how to approach writing and researching each one.

This free business plan template includes the following sections:

A business plan can be as informal or formal as your situation calls for, but even if you’re a fan of the back-of-the-napkin approach to planning, there are some key benefits to starting your plan from an existing outline or template.

Business planning is often used to secure funding, but plenty of business owners find writing a plan valuable, even if they never work with an investor. That’s why we put together a free business plan template to help you get started.

Get the business plan template delivered right to your inbox.

Business plan layout

The sample is set up to help you get a sense of each section and understand how they apply to the planning and evaluation stages of a business plan. If you’re looking for funding, this example won’t be a complete or formal look at a business plan, but it will give you a great place to start and notes about where to expand.

It’s tempting to dive right into execution when you’re excited about a new business or side project, but taking the time to write a business plan and get your thoughts on paper allows you to do a number of beneficial things:

The easiest way to simplify the work of writing a business plan is to start with a business plan template.

Business plans often are used to secure funding, but plenty of businesses find writing a plan valuable, even if they never work with an investor. That’s why we put together a free business plan template to help you get started.

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