This document provides an overview of what should be included in a business plan. It emphasizes that clarifying the purpose and direction of the business is most important. The main sections that should be included in a business plan are: executive summary, company overview, management team, product/service description, market overview, marketing strategy, financial information, implementation, controls and measurements, plan for scaling, and appendix. The executive summary section in particular should include: one sentence elevator pitch, problem being solved, solution offered, target market, competition, team, financial summary, funding requirements, traction achieved, and milestones. Keeping the business plan short, simple, and knowing the audience are important rules to follow when writing it.

1. Business Plan
Do you really need?

2. “Would you tell me, please, which way I
ought to go from here?”
“That depends a good deal on where you
want to get to,” said the Cat.
“I don’t much care where–” said Alice.
“Then it doesn’t matter which way you
go,” said the Cat.

3. Know Your Business
First.
Clarifying the purpose and direction of your business is
most important than anything else.

4. Importance
of Business Plan
Why, What & How?

5. Why You Need
a Business Plan?

6. • Clarify Direction
• Develop Vision
• Attract Funding
• Attract Employees
• Manage Company

7. Clarify Direction
The primary purpose of a business plan is to define what
the business is or what it intends to be over time.

8. Develop Vision
Businesses evolve and adapt over time, having vision for the future is
important to business growth. Vision should adjust with changing times.

9. Attract Funding
A comprehensive business plan shows whether or not a
business has the potential to make a profit.

10. Building Team
To build your core team, share your business plan with important
candidates to help convince them of the potential for the business.

11. Manage Company
Establish strategy and allocate resources according to
strategic priority.

12. • Clarify Direction
• Develop Vision
• Attract Funding
• Attract Employees
• Manage Company

13. What Should Include in
Business Plan?

14. • Executive Summary
• Company Overview
• Management Team
• Product or Service Description
• Market Overview
• Marketing Strategy
• Financial Information
• Implementation
• Controls and Measurements
• Plan for Scaling
• Appendix

15. Executive Summary

16. Executive Summary
A. One Sentence Elevator Pitch
B. Problem You Are Solving
C. Solution You Are Offering
D. Target Market
E. Competition
F. Team
G. Financial Summary
H. Funding Requirement
I. Traction
J. Milestones

17. One Sentence Elevator Pitch

18. “My company, <Company Name>,
is developing a
<Product/Service> to help <Customer
Segment> to <do> to solve <Problem
it solve>.”

19. “My company, ShimBi Labs, is developing a Cloud
hosted Invoicing application to help SMB/SME to
generate and manage their invoicing in easiest and
simplest possible way. Saving time and allowing
them to focus on acquiring new business.”

20. What Problem You Are Solving?

21. What Solution You Are Offering?

22. Where Is Your Target Market?

23. Who Is Your Competition?

24. Team

25. Financial Summary

26. Funding Requirement

27. Traction

28. Milestones

29. Executive Summary
A. One Sentence Elevator Pitch
B. Problem You Are Solving
C. Solution You Are Offering
D. Target Market
E. Competition
F. Team
G. Financial Summary
H. Funding Requirement
I. Traction
J. Milestones

30. Company Overview

31. Company Overview
A. Vision & Mission
B. Legal Structure And Ownership
C. Company History
D. Location

32. Vision and Mission

33. Legal Structure And Ownership

34. Company History

35. Location

36. Company Overview
A. Vision & Mission
B. Legal structure and ownership
C. Company History
D. Location

37. Management Team

38. Product/Service
Description

39. Market Overview

40. Marketing Strategy

41. Marketing Strategy
A. Positioning
B. Pricing
C. Promotion
D. Distribution
E. Strategic Alliances

42. Positioning

43. Pricing

44. Promotion

45. Distribution

46. Strategic Alliances

47. Marketing Strategy
A. Positioning
B. Pricing
C. Promotion
D. Distribution
E. Strategic Alliances

48. Financial Information

49. Financial Information
A. Sales Forecast
B. HR Expenditure
C. Cash Flow Statement
D. Use Of Fund
E. Balance Sheet
F. Profite And Loss Statment
G. Exit Plan

50. Sales Forecast

51. HR Expenditure

52. Cash Flow Statement

53. Use Of Fund

54. Balance Sheet

55. Profite And Loss Statment

56. Exit Plan

57. Financial Information
A. Sales Forecast
B. HR Expenditure
C. Cash Flow Statement
D. Use of Fund
E. Balance Sheet
F. Profit and Loss Statement
G. Exit Plan

58. Implementation

59. Controls and
Measurements

60. Plan for Scaling

61. Appendix

62. • Executive Summary
• Company Overview
• Management Team
• Product or Service Description
• Market Overview
• Marketing Strategy
• Financial Information
• Implementation
• Controls And Measurements
• Plan for Scaling
• Appendix

63. Keep It Short & Simple, Know Your Audience, Don’t be intimidated
A Few Must Follow Rules For Writing A
Business Plan

64. Questions?

65. Home Work

66. Executive Summary
A. One Sentence Elevator Pitch
B. Problem You Are Solving
C. Solution You Are Offering
D. Target Market
E. Competition
F. Team
G. Financial Summary
H. Funding Requirement
I. Traction
J. Milestones

67. Thank You!
Email: sid@shim-bi.com | Twitter: @siddhud