Brief summary of the project example. Preparation of the overview section of the business plan. Features of industry project summaries

  • 02.04.2020

Or the bank's credit manager is not so easy. To increase your chances of success, you need to write a well-thought-out business plan summary, and an example of such a summary will help with this.

The main task

Any start-up entrepreneur needs support and cash injections. It is with the aim of attracting an investor / bank that a summary of the business plan is drawn up. It's not said out loud, but most sponsors don't even read the main business plan. But the summary is studied very carefully and scrupulously.

The resume should include all the main information and conclusions on your project. A well-written resume should fit on one or two pages and contain the following information:

  • Project name;
  • the essence of the idea;
  • financing;
  • profitability.

A resume in a business plan is an example that shows your ingenuity and business acumen. Everything should be short, concise and strictly factual.

Project name

This section of the resume should contain all the basic information about the submitted project:

Your main task is to interest the reader from the first sentence. Therefore, at the very beginning of the summary of the business plan, give an example of future profits. Let's say you are sure that in two years your idea will begin to pay for itself at least 3-4 times. So, start your summary with this: “in 2018, the enterprise will be able to reach the level of income ... (indicate specific amounts).” After a potential sponsor/bank employee is interested in your proposal, he will read the resume to the very end.

The essence of the idea

When describing the idea of ​​the project, be sure to indicate what kind of enterprise it is: an expansion of a business or an organization from scratch. If you already have some achievements, be sure to mention them. For example: “During the three years of the company's existence, it was possible to sell more (specify specific numbers here) soft toys. In 2018, the company plans to enter the global market and enter into a supply contract with (specify country).” An investor / bank employee, reading a resume in a business plan, will see an example of your hard work and ability to make money.

If you don’t have big achievements yet, limit yourself to general phrases and focus on describing examples and ways to achieve your goals. For example, you intend to produce environmentally friendly fertilizer for vegetables, which you will supply to partners from a neighboring region. When describing the essence of the project, do not forget to attach a copy of the contract, indicating the intentions of your partners.

The main stages of the project and the timing of their implementation can be presented in the form of a table. The calendar plan is visually perceived much easier.

Financing

The "funding" section can be combined with a table calendar plan. Show how much cash injections will be required for the implementation of a particular stage of the project. Be sure to note how much of your own money you have invested (are ready to invest) in the implementation of your idea.

If the applicant is individual, you will need to present income certificates and property documents (apartment, car, cottage). A potential investor should know what assets you have.

Sometimes one particular stage can drag on for quite a long time. So, it makes no sense to take out a large loan right away. With this option, in the summary of the business plan, it will be necessary to indicate how much money is needed at a particular stage, what interest you expect and in what parts you are going to repay the loan.

Attach to your resume documents that will testify to registration with the necessary authorities, as well as a license allowing you to conduct a certain type of activity. Without official papers, no investor will contact you.

Profitability

The payback period of the project is the main and most interesting part of your "talmud" for any potential sponsor. Here you need to describe in the most detail all potential earnings and expenses. The investor needs to know how long you will repay the borrowed funds and at what stage he will receive his profit.

Do not forget to mention the possible risks in the “profitability” section. If a potential sponsor sees that you look at things realistically and under force majeure circumstances you can orient yourself, the chances of approving a loan / loan will increase significantly.

Of course, if a business plan is created for in-house work, then a summary is not needed at all. However, by writing a sample business plan summary, you will be more clear about your goals.

Business from scratch - how to write a business plan: Video

The most important part of a business plan is the summary - summary the content of the entire document. It contains goals and objectives, planned indicators, the amount of start-up costs and the expected payback of the project. Often, potential investors only read this part of the plan. If it doesn't make a positive impression, they lose interest in the project and don't invest in it. We tell you by what rules a summary of a business plan is drawn up and what information should be reflected in it.

A business plan is drawn up according to a certain structure. The details may vary, but the content of the plans is almost always the same. For example, let's take the requirements of the European Bank for Reconstruction and Development:

  1. Title page.
  2. Summary.
  3. History of the enterprise and description of current activity.
  4. Financial condition and loans.
  5. Investment plan of the project.
  6. Description of the production process.
  7. Financial assessment.
  8. Environmental assessment.
  9. Schedules for obtaining loans and their repayment.
  10. Equipment and works for which credit is required.
  11. SWOT analysis.
  12. Main risks and methods of their overcoming.

In this material, we will dwell on the resume in detail. This section is fundamentally important because it summarizes the entire content of the business plan. It is with him that investors and lenders first of all get acquainted. If the summary interests them, they will read the entire plan and possibly participate in the project. If the summary is weak and does not seem promising, investors will refuse further acquaintance with the project.

What is a business plan summary? This is a summary of the main data of the business plan - goals, amount of initial investment, expected payback and results.

Large creditors regularly have to process a large stream of offers to invest in a "promising" project. A business plan can take up several dozen pages and investors do not have the physical ability to familiarize themselves with each of them. Often they are limited to reading the first page with general summaries of goals and numbers. Therefore, compiling a summary is such a crucial stage - the success of the project among investors depends on its content.

Writing a resume is one of the most important stages in developing a business plan.

A summary is a "squeeze" of the entire content of a business plan. It will summarize the conclusions and key indicators of each section.

What information does a business plan summary include:

  • information about the entrepreneur or legal entity;
  • data about the project, its competitive advantages, prospects;
  • financial data - costs, expected income and payback.

The entrepreneur has the right to correct the content of the resume, especially if he draws up a business plan in free form, and not according to ready template. However, it should be noted that the document is not artistic and should not be approached “creatively”.

The summary should not include a detailed market analysis, but it is allowed to indicate key indicators and describe competitive advantages. For example, “there are more than 20 hairdressers in the city. The market is saturated, but among them there is not a single family barbershop with a fixed price of a haircut. Hairdressing salon "Style" offers a single cost of services - 200 rubles, as well as quick service in 20 minutes.

The text of the resume should be short and informative. laid out in a specific structure.

Document structure

  1. Name of the project, its organizational and legal form. For example, “Modern hairdressing salon “Style” (IP Petrova Ksenia Viktorovna).
  2. Basic information and details legal entity and entrepreneur. You should indicate the form of ownership (usually private), TIN, authorized capital, average number of employees (if the company is already operating), gross turnover, property, contact details, information about the head.
  3. Description of the idea. Concise information about the project, its competitive advantages.
  4. Target. What is the project for?
  5. Description of business processes. Here they tell what the company does or will do, how its work will be built, the main production and technological cycles. Also briefly.
  6. Staff. How many employees will be involved in the implementation of the project, their qualifications, salary level.
  7. Equipment. Technique that is necessary for successful operation. If the list is large - the total cost.
  8. Required start-up costs. How much money the project needs to get it started.
  9. Key financial indicators. Cost of goods, trade margin, expected revenue and profit for the month, quarter, year and longer periods.
  10. Possible risks. What can hinder the implementation of the project and how it is planned to overcome difficulties.
  11. Expected payback of the project.

If this format seems too detailed to you, you can cut it down or adjust it to your business area, especially when it comes to complex production, trade or services. It is allowed to refuse to describe the qualifications of employees, but it is still worth indicating their total number.

Business plan summary structure

The text of the resume should be concise and informative. Eliminate artistic means of expression, synonyms, repetitions. The content should work to quickly convey information to the investor.

First, develop a standard version of a resume that is not focused on a specific investor, then edit the content for a specific "reader". For example, a bank will be interested in financial indicators, and they should be emphasized: talk about the cost, trade margin, expected revenue and payback. When applying for state support indicate that you are creating new jobs, will pay a certain amount of taxes to the budget, or solve an acute social, economic, environmental problem. A private investor may be more interested in competitive advantages, innovations technological process or even social tasks that the entrepreneur will solve. Do not be lazy to customize your resume for a specific investor.

If foreigners are supposed to be among the potential participants of the project, translate the business plan into a foreign language. If you do not own it - order a translation from professionals.

In the resume, and even more so in the business plan itself, there may be confidential information. For example, a going concern would indicate gross income or revenue. It is undesirable that this data be in the public domain. Indicate on the title page "Contains confidential information" or “Strictly for internal use in…”(hereinafter may be the name of the organization or bank).

Control volume. Try to reveal information on 1-2 pages of printed text.

Do not use images or graphics. It is better to move them to the text of the plan or application. They will take up too much space in a resume and also divert attention from key data.

When is the resume written? Despite the fact that the summary is located at the beginning of the business plan, write it last when work on other sections has been completed. This is necessary to reflect the results of calculations and payback periods.

The summary is a "squeeze", summary the entire business plan

Sample resume

“The project of the family barbershop “Quick Scissors”

IP Ivanova Maria Andreevna, TIN ..., address, phone. Taxation - USN "Income".

Description of the project - a family hairdressing salon with fast service (up to 20 minutes) and a fixed cost of services (200 rubles). Work without an appointment. The market for hairdressing services is crowded, however, none of the competing organizations offers such conditions to customers.

The goal is to create a convenient service for visitors shopping center, to profit from popular services, regardless of the season.

Location - the first floor of the shopping center, 20 sq.m (on a lease basis). A favorable location attracts more visitors, as does the absence of an appointment. The conditions for the provision of services stimulate haircuts "here and now."

Team - 5 hairdressers. This number ensures uninterrupted work without days off in the mode from 10:00 to 22:00 (coincides with the work of the shopping center).

Potential customers are visitors to the shopping center, regardless of gender and age.

Starting investment - 200 thousand rubles:

  • rent of premises (3 months);
  • purchase of equipment;
  • production of a sign;
  • online cash desk rental.

Expected revenue for the first month - 120 thousand rubles (20 clients daily). Profit - 40 thousand rubles.

The full payback of the project is 6 months”.

Conclusion

The summary of the business plan must provide key data: a description of the project, goals, key figures, financial indicators and expected payback. It is recommended to adapt the summary for a specific reader: a bank, an employment center, government agency or private investor. This sample business plan summary will help you overcome the stupor in preparing your own text: use it as a template.

The business plan should clearly demonstrate the ways to achieve the set goals, the time period sufficient to achieve them, the expected profits and possible losses.

The specialized program Project Expert can assist in its creation, an example of a business plan drawn up on its basis cannot be downloaded, since such developments cost money and no one will upload them for free, but the program is praised and called it a reliable assistant in writing good business plan. The latter should contain information about:

  • - the idea and factors that directly affect the success of its implementation. Let's say you plan to trade children's toys by opening a small shop. Positive factors: there is no children's toy store in a specific area of ​​the city;
  • - the quality and characteristics of products;
  • - income and estimated expenses;
  • - a sequence of actions that display a step-by-step algorithm for implementing an idea, for example:
  • ____________ a) registration as an individual entrepreneur;
  • ____________ b) conclusion of a lease agreement for premises for a store;
  • ____________ c) conclusion of a contract for the supply of toys;
  • ____________ d) search for sellers;
  • ____________ e) conducting advertising company;
  • ____________ f) opening a store.

Business plan cover example

Peculiar calling card Your business plan is the title page. It is he who should form the first impression of the project for which funding is required.

It should be concise, extremely short and concise, it is better to avoid a very selective description of the project. Particular attention should be paid to the name of the project, since a good name will contribute to the success of the project, displaying all the necessary information about it.

The standard design of the title page includes an indication of:

  • — the name of the enterprise, its address, telephone and fax;
  • - the person or company for which the business plan is written;
  • — short and full name of the project;
  • - the head of the enterprise, his phone number;
  • - the person who developed the business plan, his phone number;
  • - project start date, its duration;
  • - the date of the drafting.

So, the creation of a business plan begins with the title page, an example of such a “business card”:

Sample business plan summary

A summary of a business plan can be safely called its passport. The success in promoting the project will depend on how thoughtfully and qualitatively the summary is drawn up, whether investors want to continue to familiarize themselves with the business plan. The summary should be written after the business plan has been drawn up and include the following three points:

  • 1. Introduction, consisting of a description of the goals of the plan and a brief summary of the essence of the project. Suppose it is created small business plan, an example of an introduction for a summary of which can be given as follows: "Cafe for the little ones" plans to open a cafe aimed at families with young children. The cafe will be located in the city center and have an accessible pricing policy. Location in a busy area will ensure a continuous flow of customers.
  • 2. The main content in the form of a concise description of the key points of the business plan, type of activity, project cost and demand forecast.
  • 3. The conclusion should summarize the factors of the planned success of the enterprise, possibly including a description of the main directions of the entrepreneur's actions.

An example of a business plan presentation

An exemplary presentation consists of 5 main components:

1. Personalize. Within the framework of this paragraph, it is worth trying to put the voicing of the basics of your position in 60 seconds, a longer duration is undesirable.
2. Why you? It should be succinctly stated why your project should be honored to be invested. We can note the presence of rich experience, developments, competence in a particular area.
3. What do you offer? In this part of the presentation, you need to inform about the uniqueness of your business proposal, to some extent the financial part of the business plan should be covered, an example of the correct display, which should include the amount of dividends and the time frame after which investors will receive income from this event.
4. Spectacular ending. Give a clear definition of who you are, what you want to achieve with the help and participation of investors.
5. Submission. Typically, a presentation is designed using the Power Point program to make it memorable and as informative as possible.
The success of a business plan presentation depends on a competent combination of text with high-quality visual design.

Example of a business plan production plan

The business plan should only include a section in the form of a production plan when the project involves the production of a specific product.

The main task facing this section is to demonstrate to potential partners the ability to produce the right amount of products of proper quality.

The production plan should contain an analysis of the following information:

  • - what technology and equipment is planned to be used, the possibility of their use on a specific investment object, what costs for the acquisition of new technologies, specialized equipment, licenses, patents provide for the creation of a business plan, an example of the most optimal implementation of know-how will also not hurt to give;
  • - calculation production capacity, prospective production volumes, determining the likelihood of increasing the production base, sources of financing, costs in the future;
  • - specific data on the provision of raw materials and all necessary components;
  • - ensuring the release of products, forecasting the total costs of its production, the possibility of carrying out promising measures aimed at improving products, organizing production;
  • - the need for workers;
  • - costs of a permanent and temporary nature;
  • - environmental Safety.

Sample Business Plan Financial Plan

The financial section of the business plan should contain information summarizing the previous materials of the sections and presented in the cost version. Financial plan consists of the following main reports:

  • - balance sheet, which indicates the financial solvency of the enterprise;
  • - profit and loss account, which provides information on the planned amount of profit;
  • - a cash flow report designed to inform about the ability of an enterprise to successfully generate cash and meet financial obligations on a timely basis.

The result of the calculations is the receipt of predicted financial indicators and project performance indicators, which can be presented in the form of a table.

These indicators are of paramount importance for a potential investor, who should be able to assess the future state and prospects for the development of the project, the effectiveness of investments before investing.

Summary can be called differently brief description business plan. Its main goal is to present a complete picture of the project to a potential investor, so that he can immediately understand what the further conversation will be about. From this follow the basic requirements for the paragraph: brevity - 2-3 pages, the most complete reflection of all aspects covered in the plan.

Combining these two requirements is not as simple as it seems at first glance, especially if a large project was being developed.

What should be included in the section?

As mentioned above, summary contains brief information about each section of the business plan. Therefore, it is advisable to start it with an introduction, in which you need to place information about the enterprise that will implement this project.

This part should include information:

  • date of foundation of the company;
  • about its location;
  • about what the company plans to do;
  • about the goals that the management team set for the company;
  • about customers who need the goods or services produced by the company.

After that, you can start writing the main part of the section. Here it is worth talking mainly about the fundamental parameters of the project, the implementation of which will be carried out by the organization.

The main part should be:

  • from general indicators, in accordance with which the products are manufactured at the present time;
  • from production indicators, to which the authors of the project aspire after it is implemented. By the way, information should be provided both on real indicators and on prospective ones. Also here it is necessary to calculate the finances that require manufacturing process for uninterrupted operation, the amount of capital investments, without which implementation is impossible, and the amount of current expenses that ensure further uninterrupted production;
  • of goals, the achievement of which the enterprise will achieve in the presence of such indicators. For example, in order to conquer a certain part of the market with similar products, you need to successfully implement a project based on value for money;
  • from the description of promising areas of development, which the enterprise can count on after the project is implemented;
  • from the reference points of the application of forces and finances for success;
  • from a description of possible obstacles and difficulties that may pursue the implementation process. Here it is necessary to state brief information about what can be done so that the risk does not arise or entail minimal losses.

The list provided is indicative. The complexity of the project and the number of enterprises participating in it, as well as specific features and circumstances, may require the introduction of other additional items.

The person responsible for compiling the document must remember that additions do not allow exceeding the recommended volume of the resume is 3 pages of printed text in A4 format. In addition, the clarity of presentation should not be compromised by increasing the number of paragraphs.

What to pay attention to

The summary should include only those points of the project, without which it is impossible to interest a potential investor. The main considerations (mission of the project), stated in a concise form, can be highlighted using margins or font. This is necessary to attract the attention of the person reading the document.

In terms of the size of the presentation, the mission of the project should fit in 2-3 paragraphs, and in compliance with the main requirement - all the laid down formulations should be extremely clear.

There is no need to prove this or that conclusion, the main goal is to present a clear and precise presentation. That is, just as a summary should attract a potential investor, so the mission should make the section itself interesting.

The essence of the project

This part can be called the most important component of the section. Not only the first impression of a potential investor, but also the likelihood of further cooperation directly depends on the quality of its writing.

To maximize the essence of the project, you can resort to detailed description main goals and possible ways their achievements. You can place a specific example: the goal of the project is the annual sale of a product (organic fertilizers) of 1000 tons. To achieve what you want, you can improve the production of this type of fertilizer, find new distribution channels or enter into a wholesale supply agreement.

Compilation rules

In a brief but capacious summary, a potential investor should see a number of main advantages and important features of the project.

Before drawing up a business plan, you need to remember that a bank, fund or organization that practices the issuance of preferential loans receives requests daily and in huge numbers. Therefore, the success of the project as a whole depends on how concisely, concisely and attractively for the investor the information is presented. From the very first word, it should be clear to a person that this business is profitable.

On the Key Elements of Success

The need for this section arises when the developer believes that a few additional arguments are missing for persuasiveness. The complexity of the project and a large number of factors that have a significant impact on its implementation lead to the fact that a successful end implementation begins to seem doubtful to the investor.

Therefore it makes sense identify objective factors and circumstances that favorably affect the course of events. In addition, here you need to indicate the main measures that, in the opinion of the developers of the business plan, will achieve the desired result.

Conclusion

When compiling a summary, it should be remembered that this part of the business plan should be representative in nature. In no case should it be similar to an advertising brochure. If the information presented is attractive and persuasive, then the resume is written correctly.

This goal can be achieved by selecting appropriate illustrative materials, tables and graphs. Given that the total volume of the section is small, therefore, the number of such materials should also be limited. And since the plan is drawn up for several investors, it would be nice to imagine yourself in the place of each of them and focus on the moments that are most attractive to them.


* Calculations use average data for Russia

Step 3: How to Write a Business Plan Summary

Preparing the Overview Section of the Business Plan

Most business planners and representatives of financial institutions, whose decision depends on whether your project will receive investments, agree on one thing: summary-the most important part of the project.

Often, whether your project will be invested depends on how interested potential investors or lenders are in the concept outlined in the resume.

That is why many experts advise writing an introductory part in at the very end when you have all the calculations in your hands and a clear idea of ​​\u200b\u200bhow exactly you plan to achieve your goals has been formed.

So, let's develop a business plan according to the recommendations compiled by the Federal Fund for Support of Small Business.

The overview section begins with project name.

For example:

  • Auto shop business plan:
  • Business plan for the production of felt boots;
  • Business plan for an online store of goods for children.

In the next step, fill in the gaps in the text below:

Characteristics of the organization applying for the funds:

  • Name: _______________________________________ ;
  • Legal form: _________________________ ;
  • Type of ownership: ___________________________________ ;
  • Average number. (The average number of employees for the year is determined by summing average headcount employees for all months of the reporting year and dividing the amount received by 12): ____________________________
  • Authorized fund (authorized capital (authorized fund) is the amount of funds initially invested by the owners to ensure the organization's statutory activities): ________________________________________ ;

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  • Turnover for the last year (gross turnover - the total value of the total volume of products manufactured by the enterprise for the year. Includes finished products, work in progress, internal turnover of the enterprise, performance of production work): ________________________________;
  • Postal address, telephone _________________________;
  • Bank details (including ruble, currency, deposit accounts): ___________________________________________;
  • Surname, name, patronymic, age and qualifications of the project manager: ___________________________________________ ;
  • Age is indicated in full years: ___________________________________________;
  • Information about education and qualifications, indicating the institution that issued the diploma. Also enter the previous three positions and places of work (including tenure): ___________________________________________ ;
  • Duration of work of the project manager in the current company: ___________________________________________ ;

Project description

Project idea:

Describe project idea, not forgetting to indicate whether it is an extension existing business or work on the creation of a new enterprise.

For example:

business purpose-plan is to organize the construction of a factory for the production of soft toys.

Objective of the project:opening of the confectionery factory "Malysh": a chain of stores selling factory confectionery.

Description of the enterprise

Write a little about your company, its specifics. You should also indicate your over-mission and plans for future growth and development.

For example:

Confectionery factory "Malysh" has many years of experience in the production and sale of confectionery. The technologies at our disposal, production facilities and qualified personnel allow us to organize retail factory products, which will increase the company's revenue, allow the purchase of more powerful equipment and supply the company's products outside the regional market.

Over the past 2 years, the company has launched 4 new production lines...etc.

Management staff

Consider in detail the qualifications of management personnel and key specialists. Note the experience of implementing similar projects (if any), unique knowledge, etc.

Ready-made ideas for your business

Attach information about education and qualifications, indicating the institution that issued the diploma. Also write down the previous three positions and places of work (including tenure).

If management personnel has shares in the authorized capital - also check this box.


Important note:
This business plan structure is advisory in nature, and therefore, if you are inexperienced in some matters, then limit yourself to general phrases or skip this subparagraph altogether. This applies specifically to the subparagraphs, and not to the main sections of the business plan.

Industry Overview

1. Open the section "Business Plans and Guides" on our website and look for materials related to your business.

(To be sure, use the search bar to exclude the situation when the business you are looking for in our category is under a different letter. For example: boutique / clothing store, driving school / driving courses, etc.)

2. Choose information that:

a) indicates positive trends in the industry;

b) identifies typical problems that your company will successfully and profitably eliminate;

3. Keeping in mind that verbatim statements are subject to copyright, modify the text a little and get a great business plan template.

Ready-made ideas for your business

4. To collect additional information and the latest market research results, sequentially enter queries in Yandex:

  • Overview ................................................ industries;
  • Situation in ......................... business;
  • Market research;
  • Condition............................industry;
  • Market Review;

Although you will most often see offers to purchase ready-made research, keep looking. There is a lot of available and free information about the state of the industry and the situation on the market.

In an industry overview, it is worth pointing out not only the situation on Russian market, but also global trends in general.

Company advantages

Here you describe strengths your business. It is this point that should make a special impression on the investor and convince him to carefully study your business plan.

After reading, you should get the impression that no one can cope with the task better than your company. It is worth mentioning many years of experience, and highly specialized knowledge, and unique equipment, and patented technology, coupled with a secret formula.

Don't be afraid to appear indiscreet. Mention happy customers who have tried your products and dream of becoming repeat customers. Refer to conducted market research, preliminary testing, and so on.

If you are already a market leader (even if it is a micro niche in a micro area of ​​the city), also mention this fact as proof of your market advantages.

In addition, if you have free funds that you are ready to actively invest in the project, then this is also worth declaring.

Project Goals

It's time to move on to the plan to conquer the world. If not the world, then at least the local market, with the prospects of everything reaching the world level.

Despite the fact that the tasks we propose are large and vague, you will have to write specifically and to the point. Up to the indication of city districts (or settlements) that your company intends to serve. It is also worth specifically describing plans for further expansion. Including the terms in which you intend to reach the specified turnovers and volumes.

Most importantly, do not forget to dwell on those cosmic incomes that you intend to receive to the delight of all investors. Everything should look logical, rational and reliable.

Investments

It is time to clearly identify the need for investment: how much money is required and for what exactly. Of course, you should not write down to the ruble where and how much you intend to invest (you will do this in the financial part of the business plan).

It is enough to indicate the main directions or direction.

Also, do not forget to determine how much of these funds you will contribute yourself, and how much you expect to receive from the investor. In the latter case, it is also worth indicating how you intend to repay the debt to investors.

Property of the applicant - natural person

"If the applicant is an individual, then the investor must know what kind of property he owns."

Availability of licenses, certificates, permits, etc.

No one will invest in a company that does not have the required permits to carry out the declared activities.

Key economic performance indicators of the project

Here write down the results of all those economic calculations that you will carry out in the financial part of the business plan, namely:

  • simple payback period;
  • discounted payback period;
  • internal rate of return (profitability);
  • gross proceeds;
  • production cost;
  • net profit;
    etc.

Risk Analysis

No matter how much you want to convince investors that investments in your business are reliable like deposits in Sberbank, it will not be possible to get away from listing potential risks.

Depending on who you are preparing this business plan for (for yourself or for an investor), the degree of detail of potential risks and the objectivity of their assessment will be different.

In addition to listing the risks themselves, do not forget to indicate what actions can be taken to minimize them.

Traditionally, the following types of risks:

  • Unforeseen risks: theft, hurricanes, fires, earthquakes, etc. Minimized by conventional insurance policies.
  • Commercial risks: underestimation of competitors, dishonesty of counterparties, insufficient market analysis, etc. Limit yourself to strict verification of counterparties, careful study of documents, market research results, etc.
  • Economic risks: risk of economic downturn, etc.
  • Political risks: even less predictable than economic ones.

English version Summary

It will be needed if you hope to attract foreign companies as co-investors.

The degree of confidentiality of information

Quite logically, you want to protect access to the calculations outlined in your business plan. To do this, indicate the degree of confidentiality of the information contained in the business plan.

According to the degree of confidentiality, information may be related to

  • public;
  • for internal use;
  • confidential;
  • strictly confidential;