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Frequently Asked Questions (FAQ)

• Initiate with Your Business Concept: Lay the Groundwork: Start by introducing your business idea into Plannit AI's Business Plan Generator. This first step is crucial, as it sets the tone for a tailored, insightful business plan that truly resonates with your vision. Capture the Essence: Our platform is designed to grasp the nuances of your concept, ensuring that the generated plan accurately reflects the core and potential of your business.
• Navigate Through the AI-Guided Questionnaire: Tailored Interactive Experience: Plannit AI’s AI-guided questionnaire is your interactive guide through the planning process. It meticulously gathers information about your business's objectives, strategies, and market positioning, ensuring a comprehensive and reflective plan. Intelligent Feedback and Suggestions: As you progress through the questionnaire, benefit from smart prompts and suggestions, ensuring that your plan is not just detailed but also strategically sound and aligned with industry standards.
• Generate Your Plan with Advanced AI: Intuitive Plan Creation: With the questionnaire complete, Plannit AI's advanced algorithms intelligently analyze your responses. They then craft a detailed, customizable, and strategically aligned business plan, providing you with a structured, coherent, and actionable format. Benefit from AI-Powered Insights: Plannit AI offers AI-driven insights and suggestions, ensuring your plan is not just a document but a strategic tool equipped with tailored AI prompts and an in-app plan editor. Get inspired by browsing through our sample business plans, a collection of successful strategies across various industries.
• Finalize Your Plan with Confidence: Dynamic Adaptation and Refinement: Plannit AI recognizes that a business plan is a living document. Our platform allows for continuous adaptation and refinement, ensuring your strategy remains agile, relevant, and aligned with your evolving business goals. Professional Presentation and Sharing: Once your plan meets your standards, utilize Plannit AI's export features to present your plan professionally. Choose between various formats for exporting your business plan, ready to impress stakeholders, attract investors, or guide your team. Review and Adapt: Ensure your business plan is a living document, ready to evolve with your growing business. Plannit AI's dynamic platform allows you to adapt your strategy as new opportunities or challenges arise.
• Roadmap for Success: At its core, a business plan acts as a strategic guide, providing detailed steps on how your business will achieve its objectives. It helps you navigate the startup phase, manage growth effectively, and tackle unforeseen challenges with a well-thought-out strategy.
• Securing Funding: For startups and businesses looking to expand, a business plan is crucial for securing loans or attracting investors. It demonstrates to potential financial backers that your business has a clear vision, a solid strategy for profitability, and a plan for delivering returns on their investment.
• Informed Decision-Making: A well-prepared business plan offers valuable insights into your market, competition, and potential challenges. This information is vital for making informed decisions, from day-to-day operations to long-term strategic shifts.
• Market Analysis and Strategy: It allows you to conduct an in-depth analysis of your target market, understand customer needs, and position your product or service effectively. The marketing strategy outlined in your business plan helps in identifying the best channels and tactics to reach your audience and achieve market penetration.
• Financial Planning: One of the most critical components of a business plan is the financial forecast. It outlines your funding requirements, expected revenue, profit margins, and cash flow projections. This section is essential for budgeting, financial management, and ensuring the financial viability of your business.
• Goal Setting and Performance Measurement: A business plan sets clear, measurable goals and objectives. It provides a framework for monitoring performance, measuring success, and making necessary adjustments to stay on track.
• Aspiring Entrepreneurs: If you're at the idea stage, looking to transform your vision into a viable business, Plannit AI offers the tools and guidance to bring your concept to life. Our platform helps you articulate your business idea, define your target market, and develop a solid plan to turn your dream into reality.
• Students and Educators: For students delving into the intricacies of business planning and educators teaching the fundamentals of entrepreneurship, Plannit AI serves as an invaluable resource. It provides a practical, hands-on tool for learning and teaching how to create detailed business plans, analyze markets, and understand financials in a real-world context.
• Startup Founders: In the dynamic startup environment, Plannit AI is the ideal partner for founders looking to pivot quickly, secure funding, or understand their competitive landscape. With our AI-driven insights and market analysis tools, startups can make informed decisions and adapt their strategies to thrive in competitive markets.
• Small Business Owners: For small business owners seeking to optimize their operations, expand their customer base, or explore new markets, Plannit AI offers targeted solutions. Our platform simplifies the planning process, enabling owners to focus on growth while managing the day-to-day challenges of running their business.
• Consultants and Freelancers: Consultants and freelancers specializing in business development, strategic planning, or financial advising will find Plannit AI a powerful addition to their toolkit. It allows them to provide clients with comprehensive, data-driven business plans and strategies, enhancing the value of their services.
• Non-Profit Organizations: Leaders of non-profit organizations can leverage Plannit AI to plan initiatives, secure funding, and manage resources more efficiently. Our platform helps non-profits articulate their mission, set achievable goals, and measure their impact, ensuring they can make a difference in their communities.
• Innovators and Inventors: Individuals looking to commercialize innovative products or technologies can use Plannit AI to navigate the complexities of bringing new ideas to market. From patent strategies to go-to-market plans, our platform covers all bases, ensuring innovators can focus on what they do best.
• Small Business Development Centers (SBDCs) and Government Agencies: Government and SBA backed entities can greatly benefit from integrating Plannit AI into their services, enhancing their ability to support a larger number of clients more efficiently. By facilitating quicker, more in-depth business plan development, these organizations can spend more time assisting with plan execution and less time on creation, ultimately serving their communities more effectively.
• Anyone with a Business Idea: Ultimately, Plannit AI is for anyone with a business idea, regardless of industry, experience, or stage of business development. Our mission is to democratize business planning, making it accessible, understandable, and actionable for everyone.
• Interactive Questionnaire and ChatGPT Integration: Plannit AI transforms the business planning process into an engaging conversation. Through our advanced ChatGPT integration, we offer a questionnaire that dynamically adapts to your responses, ensuring your plan is personalized, comprehensive, and aligned with your business goals.
• Dynamic Planning Environment: Unlike static templates provided by many, Plannit AI introduces a living platform that grows with your business. It features real-time updates, strategic insights, and a feedback mechanism that keeps your business plan current and actionable.
• Extensive Educational Resources: Our Education Center is packed with articles, guides, and sample plans to bolster your planning process. It's designed to arm you with the knowledge to navigate the complexities of your industry confidently.
• Enhanced Collaboration and Customization: Recognizing the collaborative essence of business planning, Plannit AI supports team efforts with multi-user editing, annotations, and feedback features, ensuring a comprehensive approach to your strategy.
• Customer Success Stories: Our users' achievements are a testament to Plannit AI's effectiveness. These success stories illustrate how diverse businesses have utilized our platform for strategic planning and growth.
• Tailored Business Plan Creation: Our platform stands out with its tailored approach, featuring customizable templates that directly cater to your business type and industry, making plan creation straightforward and relevant.
• Content Generation:: ChatGPT helps draft various sections of a business plan, from executive summaries to marketing strategies, by providing structured and coherent text based on the prompts given.
• Strategic Insights: It can offer suggestions on business strategies by analyzing trends and providing examples from a wide range of industries.
• Financial Planning: While it can't replace professional financial advice, ChatGPT can guide the structure of financial projections and statements, helping you consider important financial aspects of your plan.

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Home » Business Plan Tips

27 Best Business Plan Writing Software Online (FREE & Paid)

Are you about writing a business plan and you need a software? If YES, here are 27 best professional business plan software online both free and paid options.

Once an entrepreneur gets a business idea, the next thing he or she should think about is to write a business plan that would help actualize the goals of setting up the business. For most people, writing business plans can be tedious and complex, thus making them shy away completely from it.

In this our tech driven world, things are getting simplified and it is the same with business plan writing. Today, there are a number of software applications that can enable a business person write an excellent business plan for his or her new business idea.

By using a software to guide you through the writing process, or investing in a service that taps into an extensive research network to write your business plan for you, you can save yourself a lot of time and focus your strength on other aspects of your business.

If you are a startup entrepreneur who does not have the kind of money it takes to hire professional business plan writers, you can simply get a reliable business plan writing software to do the job for you at a much lower cost. In this article, we have put together a couple of reliable business plan writing software that can help you out of this problem, as well as the prices they go for.

1. LivePlan

• Cost – $9.95 to $139.92 per year

LivePlan has always bagged the top spot whenever it comes to the best business plan software you can find online. This is because the creators of this app provided a slick and interactive service that offers a step-by-step business plan approach to businesses. This business plan writing software also boasts of a rich collection of cloud-based features, and online learning tools. The software also provides easy-to-use templates built to meet your specific goals.

As an added bonus, LivePlan offers advanced financial services that automatically calculate the financial outcomes of your business for the next five years. And if you’re a QuickBooks or Xero user, you can easily import your data into LivePlan’s system to gain a bird’s-eye view of how your business is performing from a financial standpoint.

Its simple and straightforward subscription-based pricing offers an annual and monthly package. Its annual package is priced at a healthy $139.92 per year. If you’re not willing to pay that much up front, opt for its monthly package at $19.95 per month, and enjoy the first month for only $9.95.

2. BizPlanBuilder

• Cost – $19.97 to $97.00

BizPlanBuilder is yet another business plan writing software that has been helping small businesses out over the years. This intuitive software provides a simple wizard that walks users through effective business planning. With its premade, industry-specific templates, BizPlanBuilder can help you craft a functional business plan that reflects your business goals.

While it provides solid business plan services, its flagship service surrounds financials. With a single link, business owners can share their plan with investors online. So instead of sending bulky attachments, users can present their plan directly in a browser using modern navigation.

BizPlanBuilder’s financial tools also come with calculators, charts, and graphs, show financial projections, cost analyses, and budget sheets. The software also allows users to import financial data from their accounting software program into the app to make it easier to work on.

In addition to its business planning and financial features, BizPlanBuilder offers real-time collaboration, which means multiple team members can view and edit the business plan simultaneously. The pricing for BizPlanBuilder starts at $19.97 per month. BizPlanBuilder has 2 different plans such as – Start-Up or Strategic Planning at $19.97 per month and Windows App and Cloud-Based BizPlanBuilder at $97.00 per year.

3. GoSmallBiz.com

• Cost – $39 per month

Founded by NFL Hall of Famer and veteran entrepreneur Fran Tarkenton, GoSmallBiz.com provides hundreds of business-specific templates that generate the exact documents business owners need for their business plans. In addition to these features, this business plan writing software has online calendar management that can schedule meetings, appointments, and customer events while setting up automated reminders.

Another great feature of this online software is its financial statements and projections. Business owners can perform sales and profit analyses and look over income, cash flow, and balance sheets.

For those who are new to business planning, GoSmallBiz.com offers a slew of online learning tools, including business mentoring, business courses, and weekly updates. It also offers users help from a real CEO and business planning expert, so you can be rest assured knowing that you’ll never be steered in the wrong direction.

In terms of pricing, GoSmallBiz.com is priced at an affordable $39 per month. But you can test the waters by opting for their 60-day free trial.

4. Business Plan Pro

• Cost – $99.95 to $159.95

Business Plan Pro is reputed to be the number one best-selling business plan software for ten years straight. As an industry leader among small-business owners, Business Plan Pro offers a flock of top-notch technical and customer support to help new business owners succeed.

Plus, it offers clear instructions and cutting-edge funding tools to create a solid business plan and impress investors. With Business Plan Pro, you also get over 500 complete sample business plans you can use for inspiration or edit directly.

More than a million entrepreneurs have used Business Plan Pro. That includes everyone from first-time business owners to leaders at more than half of the Fortune 500. Business owners can sign up for Business Plan Pro’s Standard edition for $99.95 per month. Or upgrade to the Premier edition for a flat rate of $159.95. Keep in mind that you can cancel anytime if you’re not satisfied.

5. OnePlace

• Costs – $5/mo to $99/mo

OnePlace plays an important role in business plan writing, especially for freelancers. It allows you to track the time you spend on each task. When time is applied, OnePlace automatically calculates leftover effort, which helps you plan more effectively for future projects and tasks.

OnePlace allows businesses to store plans and other documents that can be accessed by members of the team. You can assign an estimated time for a task and keep track of the actual effort spent on the task. It will report on actual versus estimated time so you can compare how well you are meeting your projections.

As an added bonus, OnePlace offers affordable pricing. In fact, its basic plan, which offers limited features, is free. If you need more robust features, move up to its Enterprise plan ($5/mo.), Bronze plan ($24/mo.), Silver plan ($49/mo.), or Gold plan ($99/mo.). OnePlace also offers a 14-day free trial with no credit card required.

6. PlanGuru

• Cost – $99 per month

PlanGuru is yet another comprehensive, and powerful software package in the business plan writing space. Some of the features of this business planning software include; a flexible budgeting that can handle a simple small business, or a larger multi-department operating budget, and financial forecasting that uses multiple methods, including intelligent and turn-key methods – twenty methods in total.

Historical results can also be imported with the general ledger import utility which can then be applied to produce a rolling forecast. The company also offers PlanGuru Launch, a service to bring in expertise that starts at $250 per hour of assistance.

In addition, the software provides business plan writing and management tutoring for entrepreneurs that are still struggling aspects of their business.

A significant downside of this awesome software is the cost, with the least expensive plan costing $99 per month, which only includes a single user, and additional users cost $29 each per month. While there is no free trial, PlanGuru does offer a 30 day money back guarantee.

7. Business Sorter

• Cost – AUD$12 – $768 AUD/year 33% discount

Business planning can be complex and implementation is an ongoing process. Business Sorter provides a really simple, cost-effective way to put together a plan and execute it. Business Sorter promises to simplify and speed up business planning, and claims to be able to flesh out a plan in an hour or two, via a novel 273 card sort system that covers many common situations.

The card sort system lets you work out the basis of your plan in 1–2 hours, instead of many hours or even days. The ability to reword cards is included, or also to add cards to the already expansive deck, so no worries if there is not a pre-made card for your situation.

Unlike some sites that have videos, the educational resources here are provided as PDFs and Word files, which can be quicker to access, but harder to follow for some learners. The lowest tier plan, Basic, starts at $12 monthly, with an annual discount of $80 on an annual basis, is fully featured, and includes up to three team leaders.

• Cost – $9.95 to $39.95

Enloop lets you try its business plan creation capabilities for free with a no-charge version using simple text and no images. If you want anything else more than that, you need to pay at least $19.95 per month. With a paid version, Enloop helps company owners create business plans quickly and easily.

One of the coolest features of Enloop is it’s EPS (Enloop Performance Score). As you create your business plan, Enloop assigns a score to your plan which is displayed as you move through each step of your plan. This score is Enloops scoring of the projected success of your business, which is calculated as a score (1-1000) using Enloop’s proprietary algorithm.

Enloop’s free version lets a single user create a single business plan with three-year forecasts, PDF file output, and a business report card. Enloop’s three paid levels, which range from $9.95 per month to $39.95 per month, add features such as financial ratio analysis, rich text formatting in report creation, and additional users, plans, and charts. Enloop can also let you invite other people to contribute to the same plan.

9. Tarkenton GoSmallBiz

Cost – $99 per year or $14.95 per month

GoSmallBiz from Tarkenton Companies, Inc. is a web-based, template-driven system that offers business planning tools and other resources for small businesses. It begins at $99 per year or $14.95 per month. It can also be purchased as part of a $39-per-month Tarkenton GoSmallBiz membership, which includes other services such as business consultations, a website builder, an HR document builder, customer relationship management (CRM) with email marketing, and more.

Delivered entirely over the web, GoSmallBiz from Tarkenton Companies, Inc. works using a template-driven organization that offers not only business planning tools, but a host of other resources for small businesses, especially learning and mentoring.

Tarkenton GoSmallBiz started out in 1996 doing education and advocacy for small business start-ups. Founded by former NFL player Fran Tarkenton, the company’s main service is to provide consultants who respond to questions about small business owners.

10. Restaurant Success Kit

• Costs – $97

If you aren’t looking for a largely pre-researched and pre-written plan, you may want to consider the Restaurant Success Kit package that is available from RestaurantFunds.com. This package includes an easy-to-use fill-in template that is designed to help restaurant entrepreneurs create effective business plans, as well as a number of other resources designed to be helpful to restaurant owners with various aspects of operations.

The business plan portion of the kit includes several template plan versions, including options that are appropriate if you are creating a plan document to submit to banks or investors for funding consideration. The kit also includes market and demographic research sources and an ebook that can help you more fully understand the process of creating a plan for your restaurant business.

Beyond the planning portion, the kit includes a comprehensive financial software package designed especially for restaurants. Additional kit features include a guide for effective marketing, restaurant operations resources, loss prevention strategies, information about franchising versus opening your own restaurant concept and more. The Restaurant Success Kit costs $97 and comes with a one year money-back guarantee.

11. Business Plan Pro

Business Plan Pro is considered as among the most widely-used business planning application in the business community for almost a decade, outselling all other similar software apps combined. For years, it is a regular entry in the top 10 bestsellers list of Amazon, business applications category. Business Plan Pro is designed to help new and existing businesses of all sizes to easily draft and complete business plans compliant to SBA standards.

With Business Plan Pro, you can remove the guesswork out of drafting and writing a business plan. Business Plan Pro includes 500 sample business plans for hundreds of business types. You can use the built-in Sample Plan Browser to select one sample that suits your business. Trusted by over 1 million entrepreneurs, the tool has been among the leading business plan software solutions for businesses for more than 10 years now.

This business plan software is available in two editions:

• Premier – $159.95; Its a the top seller, with more tools you need to succeed.
• Standard — $99.95, it just gives you what you need to get started with your plan.

Bplans is another online provider of business plan templates, but goes beyond that with additional pitch and SWOT analysis templates. There are also business plan guides, industry reports, and a free course on writing a business plan.

Bplans also publishes a lot of free-to-use articles on business planning, financials, and tax reporting, to help ensure you can keep your figures and projections accurate and compliant. Bplans may not be a software per-say, it is website that provides free business plan templates that can enable you craft your own. This site offers a free, basic template to download.

Score is a nonprofit business mentorship program that offers free business plan templates for both startup and established businesses, as well as planning tools for nonprofits. Their startup business plan is made up of a narrative along with financial worksheets.

The template includes over 150 questions to establish the body of the business plan you are trying to create and the questions can be answered in any order. The executive summary, however, should be completed last. The goal of this completed template is to provide you with a fluid narrative.

14. Office.com

Another software where you can get free business plan templates to write your own is office.com. The Microsoft Office site offers a gallery of templates, including business plan checklists, financials, presentations and marketing. These templates are useful if you want a specific template, rather than a general business plan. In addition, there is a PPT for business presentations for when you are ready to showcase your business to potential investors.

15. Free-Plan

Cost – free

This software is basically a comprehensive Word-based document that contains a detailed framework for building your business plan, including sample text, tables and charts, as well as a manual with section-by-section assistance. Free-Plan is ideal for new and established businesses looking to expand and in need of a business plan for internal or external use. Their micro-plan is designed for startups and very small businesses.

16. U.S. Small Business Administration

This site allows you to fill out a template online, with instructions on what to include in each section. Next to each category, tips and examples are provided as an additional resource. After completing the template, you can generate your business plan and save it to your computer as a Word document.

17. BizGym.com

This Online business planner allows you to fill out a template on the site section by section, tracks your progress on the plan, and allows you to share the plan once it’s completed. BizGym’s recent update offers a collaborative platform with multiple pricing options, including a free “Inventor” plan. Through this application, you can access resources such as a deck builder, budget builder and pivot plan.

18. Business Plan Software

Cost – $129.95

Business plan software is a business planning system that consists of business plan wizard, complete financials, detailed examples, PowerPoint presentation, and color charts and graphs.

This software is second to none. You can convert a simple idea into a master plan, you have at your disposal a set of tools of infinite utility. Not only that, you can also collaborate with your work team, develop your plan, bet on it and follow its progress.

Starting Price – $129.95

19. QuickPlan Restaurant

Cost – $50 to $195

QuickPlan is a business plan writing software that is targeted at restaurants. The software offers a number of industry-specific pre-researched restaurant business plan packages. The QuickPlan Restaurant package is designed for medium-size, single-location full service restaurant and bar enterprises, but options are available for other types of establishments.

QuickPlan actually has several niche-specific plan software options within the food service industry, including versions specific to Mexican restaurants, chicken wing establishments, delicatessens, multi-unit operations and many others.

New QuickPlan packages are released each year, so be sure to verify exactly what is available when you are ready to start working on your plan. The cost for the complete 2012 version QuickPlan Restaurant package is $195; the cost of a download only version is $50 lower.

20. MAUS MasterPlan Lean

Cost – $299.00/one-time

MAUS MasterPlan Lean is challenging the status quo of contemporary business planning. This revolutionary tool takes you through a simply questions and answer format, guiding you through the entire process, presenting to you a stunning business plan with a complete set of financials. The MasterPlan Lean software drives accountability with goals and actions produced throughout the business plan. This means that you will be held accountable to staying on track with the business plan as you grow!

MasterPlan will save you 50-90% of the time, and give you the best chance of successfully creating a highly professional business or marketing plan tailored to your business. MasterPlan business planning software is more advanced than a set of templates that you modify. It is a premium technology platform that works in the background to automate and calculate as much as possible for you.

Overall, this software is a fantastic online software for doing business in medium and large sized companies.

Starting Price $299.00/one-time

21. getlaunched

Cost – $28.48/month

getlaunched is a business plan writing software solution that simplifies business plan generation and evaluation. getLaunched is business plan software that includes features such as collaboration, and financial projections.

This software requests reasonable quantity of data for planing, and the dashboard design is good and the tools provided are very practical. product pricing starts at .48/month

22. Knowlium

Cost – $19 to $49

Knowlium is a business plan software made specially for startups. This software includes drag/drop section, customizable pagination, and infographic widget. The software provides a drag/drop tool to help develop and collaborate on a business plan for your startup. A financial dashboard is available to monitor the status of your business in real-time and you can present your business plan with Custom Branding, embedded Infographics, and Revision Tracking Code to enhance your business solutions.

It also features a customizable paging system and infographic widget. Knowlium Plot helps you stay updated on the digital efforts of your competition, influencers and other key players in your field and strategically improve your market position and take advantage of decisive intelligence gathered from various sources to enable you get the best of opportunities faster while minimizing the risk of threats as much as possible.

The pricing for Knowlium Plot starts at $19.0 per month. Knowlium Plot has 3 different plans such as – Solo at $19.0 per month, Startup at $29.0 per month and Business at $49.0 per month.

23. PlanMagic Business

Cost – $69.95 to $119.95

PlanMagic Corporation is a united states software company that was founded in 1995, and offers a software title called PlanMagic Business. PlanMagic Business has been seen as the Leader in business plan software service. The software now boasts of 12 new versions.

The software offers an easy to use interface, trend-setting business specific planning templates, presentation template, fully automated financial forecasts, with products and personnel wizards, automated charts and state-of-the-art financial analysis tools, several bonus tools and lots of business related information. The Advanced Edition offers analysis and reporting tools not even common in most high-cost accounting software.

Costs start at $69.95/one-year/1user. The Advanced Edition (AE) is $119.95 and offers 2 investor pitches, executive dashboard, state-of-the-art analyses and scenarios as well as an interesting Web marketing guide.

24. EquityNet

Cost – $199 per month

EquityNet provides a free, industry-leading tool that helps businesses and entrepreneurs connect to funding sources that fit their growth plans, including thousands of investors.

The primary focus of EquityNet is right there in the name: a network for getting and providing equity. This is an investor site that also has a business planning tools as part of its overall feature set. The service begins at $199 per month, and certainly helps you create your business plan, but only as part of the process for getting your venture funding rather than being all about ongoing planning or writing the official document.

Think of EquityNet as crowdfunding, with a good documentation process since the company boasts qualified investors willing to help businesses raise anywhere from $10,000 to $10 million.

25. iPlanner.NET

Cost – $24 to $59

iPlanner is a secure enterprise business planning tool that is offered as an online service. The application is designed to meet the needs of small business owners, advisors, investors, and serial entrepreneurs. You can use it to easily write and share your business plans online.

iPlanner.NET was launched in 2007 and has been helping entrepreneurs develop their business plans either as an individual business plan software, or in conjunction with a mentor to review the project online and in real-time. iPlanner.NET helps businesses to raise finance for growth, better understand and manage risks, and communicate the company’s to the team.

The pricing for iPlanner.NET starts at $24.0 per month. iPlanner.NET has 2 different plans such as – Professional at $24.0 per month and Corporate at $59.0 per month. iPlanner.NET also offers a custom plan based on the customer’s request.

26. The Business Plan Shop

Cost – $22 to $53.73

The Business Plan Shop provides a good-enough business plan writing aid, but mainly for people who know what needs to be in the document. For this reason, this software is not too useful for beginners or those looking for plan writing guidance.

The Business Plan Shop provides a serviceable business plan creation tool which begins at $22 to $53.73 for a three-month subscription. Aside from creating the plan, the software is also capable of forecasting for three to five years. The application does a good job of walking entrepreneurs and business owners through collecting financial projections and descriptive text, and then generates an attractive business plan document. However, unlike much of the competition, the app doesn’t provide much guidance on what exactly to write in your business plan.

27. Atlas Business Solutions Ultimate Business Planner 5.0

Cost – from $99.00

Atlas Business Solutions (ABS) Ultimate Business Planner 5.0 is yet another reliable business plan writing software that is available to entrepreneurs. This software will start you off using a fairly intuitive-looking wizard that takes you through the process of building a business plan as well as a financial projection.

The good part here is that it contains advanced functionality, though the software is still capable of helping beginning entrepreneurs as well. Ultimate Business Planner begins at $99.00 per year for a single-user license. That price decreases slightly the more users you add, so for 10 users, for example, the cost is only $549.

To start using ABS Ultimate Business Planner 5.0, get set for a lengthy interview process and some smart decision making. The software asks you to enter information about your company; answer questions about your assets, liabilities, and equity; enter your projected monthly income and expenses; and then write and assemble the business plan. In the company section, you’re asked a series of questions about the company name, contact information, income tax form, customer credit policy, and the start date of the plan.

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🤖 Free Business Plan Generator (AI-Powered)

Starting a business is an exciting journey, filled with aspirations and ambitions, yet crafting a solid business plan can sometimes feel like navigating through a dense fog. The AI-Powered Business Plan Generator shines a light on this path, offering a straightforward way to outline your vision, strategies, and financial forecasts. By providing customized, coherent business plans, this tool assists in laying down the foundation of your entrepreneurial dream, ensuring every aspect is addressed. It simplifies the planning process, enabling you to focus on bringing your business idea to life with confidence and clarity.

Writing a business plan can often feel like navigating through a dense forest without a map. You know your destination—securing investment, defining your business strategy, or setting clear objectives—but the path isn't always clear. Enter the AI-powered business plan generator, a tool designed to illuminate the way forward. This guide will walk you through the essentials of crafting a comprehensive business plan, touching upon the traditional elements that captivate stakeholders. In the final stretch, we'll introduce how an AI-powered business plan generator can streamline this process, making it more accessible and less time-consuming.

How to create a Business Plan

Now that you're familiar with the executive summary, let's tackle how you can create the rest of your business plan.

You can start manually by outlining your plan's structure and filling in the details step by step, or opt for a business plan generator to streamline the process.

Either method requires careful consideration of each section to ensure your plan is thorough and compelling.

Manual Methods for creating a Business Plan

You'll start with the Executive Summary, distilling your business idea into a compelling snapshot that captures attention.

Next, you'll outline your Company Overview, providing a clear picture of who you are and what you stand for.

Then, lay out your Business Objectives, Products and Services, and your Market Analysis Approach to build a solid foundation for your plan.

Executive Summary Essentials

Although it's often crafted last, the Executive Summary stands as the crucial opener of your business plan. It distills key aspects such as your mission, product highlights, and financial ambitions for quick investor insight. It encapsulates your company's essence for investors and maps out the business plan development milestones.

Ensure it crisply outlines your executive summary, underscoring the company's financial goals. This will help capture investors' attention right off the bat.

Company Overview

Begin your company overview by detailing your business's foundational elements, including its name, location, and the team driving its operations.

Here's what to include:

• A clear description of your business structure and ownership.
• The mission statement that defines your business's purpose.
• An outline of the products or services you offer.
• Background information that paints a picture of your company's history and objectives.

Business Objectives

To set your business on the path to success, start by defining clear and measurable objectives that reflect both your immediate and long-term aspirations.

Align your business objectives with strategic objectives to meet financial goals.

Conduct market research to fine-tune your target market strategies .

Ensure company goals are realistic and adaptable, setting a course for growth and market competitiveness.

Regular updates keep your plan relevant.

Products and Services

After setting clear business objectives, focus on articulating the core of your offering by detailing the products and services your business provides. Your description should also include:

• Unique features and benefits of each product or service.
• Specific products' competitive advantages.
• Your strategy for sales, distribution, and supply chain.
• Trademarks and market placement for your products and services.

Market Analysis Approach

A thorough market analysis is crucial for your business plan as it reveals the dynamics within your target market and guides your competitive strategy .

You'll identify potential customers, understand established market trends, and analyze how competitors differentiate themselves.

This knowledge shapes your sales plan and informs your marketing and sales efforts, highlighting opportunities in an otherwise crowded marketplace and showcasing your grasp of the competitive landscape.

Marketing and Sales Strategies

Crafting a marketing and sales strategy requires precise identification of your target customers to ensure your message resonates and spurs action. Here's how to proceed:

• Define your target market for the new product.
• Develop a pricing and sales channel approach.
• Design a marketing plan with promotional tactics.
• Analyze market trends to refine your strategy.

Stay focused on meeting customer needs and differentiating from competitors.

Financial Analysis and Projections

Diving into the financials, you'll need to gather historical data and conduct a thorough analysis of revenue streams , costs, and profit margins to inform your projections for the next three to five years.

Your financial plan hinges on these insights.

Operations Plan

To ensure your business runs like a well-oiled machine, start by mapping out your key operational processes and procedures. Your operations plan is a vital section of your business plan. Here's what to include:

• Outline technology's role in business operations.
• Develop a comprehensive staffing plan.
• Establish a robust inventory management system.
• Implement quality control measures to provide additional assurance of product or service excellence.

Funding Requirements

Having established the operational foundations of your business, let's now focus on determining the capital necessary to fuel your growth and operational needs.

Outline your funding requirements by presenting clear financial data, including projected income, balance sheets, and cash flows.

You'll need this to secure funding from venture capital firms or potential investors, ensuring they grasp how their capital will propel your business towards its targets.

Appendices and Exhibits

When crafting your business plan, don't overlook the appendices and exhibits; these sections provide the substantiating details that reinforce your proposal's integrity. Include:

Documents that outline key personnel qualifications and experience.

Details on intellectual property, such as patents.

Additional information for financial institutions, like credit histories.

Contracts, leases, or other legal documents relevant to your business.

Using a Business Plan Generator

You might wonder why you'd use a Business Plan Generator—these tools streamline the planning process, making it easier for you to focus on the core aspects of your strategy.

To get started, you'll follow a series of steps that help structure your executive summary, goals, and market analysis within a proven framework.

The benefits are clear: using a generator can save you time and provide you with a professional, investor-ready plan.

Steps to use the Business Plan Generator

To create a business plan using a generator, start by selecting a template that aligns with your industry and business type.

Here are the steps to use a business plan generator:

• Identify Your Business Details : Start by providing the name of your business and the industry it operates in. This foundational step sets the stage for the tailored guidance the generator can offer.
• Describe Your Offerings : Clearly articulate what products or services your business sells or offers. This will help the generator understand the value proposition of your business.
• Define Your Target Audience : Specify who your ideal customers are, including demographic information. Understanding your target audience is crucial for creating a focused and effective business plan.
• Outline Your Marketing Plan : Detail your strategies for promoting your business. This includes how you plan to reach your target audience and differentiate yourself from competitors.
• Detail Your Operational Strategy : Explain how your business will operate on a day-to-day basis. Include information on your supply chain, logistics, and any other operational details.
• Provide Financial Information : Input how much money you need to start your business and project how much revenue it will generate. This financial planning is critical for assessing the feasibility of your business idea.
• Set Business Objectives : List what you aim to achieve with your business in the short term and the long term. These goals will guide the direction of your business strategy.
• Click on Generate : After entering all the necessary information, click the "generate" button to create your personalised business plan. This plan will be tailored to the specifics of your business, providing a roadmap for success.

Benefits of using a Business Plan Generator

Harnessing a business plan generator can significantly streamline the process, saving you both time and effort as you craft a detailed blueprint for your venture.

Here are the benefits:

• Provides a structured framework to write a business plan efficiently.
• Helps identify opportunities in new markets.
• Enhances financial literacy through budgeting and forecasting tools.
• Clarifies business objectives, aiding in communication with stakeholders.

Tips for Creating a Business Plan

When crafting your business plan these tips collectively form a comprehensive business plan, providing a roadmap for your business and presenting a compelling case to investors and lenders.

Here are the tips for creating a business plan:

• Articulate your mission and vision succinctly.
• Outline your offerings and financial ambitions.
• Provide a snapshot of your business's financial health and market potential.
• Clarify the business structure ( sole proprietorship , partnership, corporation).
• Highlight ownership details.
• Showcase key employees, emphasizing their expertise.
• Define short- and long-term goals for your business.
• Align goals with your strategic direction.
• Establish a direct link between financing needs and future growth.
• Describe your offerings and emphasize how they meet market needs.
• Support claims with market research.
• Demonstrate a thorough understanding of your competition.

Get 3 New Researched Business Ideas Every Wednesday

Along with other startup-oriented knowledge.

Free Business Plan Generator

Do you still spend hours writing and creating a business plan? Not after today. Upmetrics’ free business plan generator simplifies writing a business plan and helps you create a comprehensive and compelling lean plan in seconds.

Sounds exciting? Let’s learn more about getting started with our free business plan generator and using it to draft your plan.

Using Upmetrics’ Free Business Plan Generator

Need help using the free business plan generator? Follow these step-by-step instructions to create a business plan using the free generator in no time.

Creating a business plan requires filling in 4 critical fields—company overview, marketing details, competitor information, and financial overview. Let’s start with the first.

1. Enter the Company Overview

Provide a company overview in approximately 3-4 sentences, including your business’s name, service offerings, USPs, mission, goals, and target market. Here’s an example for you:

2. Add Marketing Details

The next step—provide marketing details. Start by answering how your business plans to attract new customers and what you want to achieve with your business.

You may also include details about your marketing budget and preferred marketing channels. Here’s an example for your reference:

“i.e. We will attract customers through a strong online presence, social media marketing, and in-store promotions. Offering loyalty programs and hosting community biking events will help build a loyal customer base.”

3. Enter Competitor Information

After adding the marketing details, provide the name of your primary competitor(s) and explain how you are distinct from your competitors.

Describe whether your offerings have any competitive advantages or differentiators. Here’s how it can be done:

“i.e. Our primary competitor is ‘Wheels & Gears,’ but what sets us apart is our personalized customer service and expert bike repair services. We also differentiate ourselves by focusing on eco-friendly and sustainable products.”

4. Provide Financial Overview

Finally,—provide an overview of your business financials. Include what your startup costs are, what your financial strategy would be, and your first-year sales.

We are creating a lean business plan, so it may not require a detailed description of your business financials. Here’s an example for your understanding:

“i.e. Our expected business costs are $87,000 and that includes rent, inventory, equipment, and staff salaries. Our financial strategy is to minimize overhead costs and optimize inventory turnover. We project annual sales to reach $500,000 in the first year.”

5. Click on Generate a Business Plan

You’ve filled in all the necessary fields. It’s time to click “Generate a Business Plan” and see it yourself.

Your lean business plan is ready; you may make a few changes and go ahead with it or choose an AI business plan generator for comprehensive planning.

Make detailed business & financial plans in minutes with

Upmetrics’ AI Business Plan Generator

Plans starting from $7/month

Business Plan Example that will Inspire You

We created this sample CycleWave business plan using Upmetrics’ free generator. Remember, it’s your first draft—you can always go back and re-generate or edit it later.

CycleWave Business Plan

Introduction

Welcome to the business plan for CycleWave, a bicycle retail and repair shop dedicated to providing high-quality bikes and expert maintenance services. Our mission is to promote a healthier and more sustainable lifestyle through cycling while offering exceptional customer service.

Market Overview

The cycling industry is experiencing significant growth, driven by increasing interest in health, sustainability, and alternative transportation methods.

The target market includes cycling enthusiasts, commuters, and local community members.

Strong market potential due to growing awareness of the need for eco-friendly and sustainable products.

Competitive Analysis

Primary competitor: Wheels & Gears.

Differentiation factors

• Personalized customer service
• Expertise in bike repair services
• Focus on eco-friendly and sustainable products.

Highlight the advantages of our unique offerings to attract customers away from competitors.

Marketing Plan

Utilize a solid online presence through a professional website to showcase our products, services, and promotions. Implement social media marketing strategies to engage with customers and build brand awareness.

Host community biking events to foster a sense of belonging and attract potential customers. Offer loyalty programs to incentivize repeat business and build a loyal customer base.

Operational Plan

Secure a suitable retail location with ample space for displaying bicycles and providing repair services. Employ knowledgeable staff with expertise in bike repair and customer service.

Create efficient processes for inventory management and maintenance repairs to ensure fast turnaround times. Maintain an attractive and organized store layout to enhance the customer experience.

Financial Plan

Our expected business costs are $87,000, allocated as follows:

• Rent: $30,000
• Inventory: $40,000
• Equipment: $10,000
• Staff Salaries: $7,000

We project annual sales to reach $500,000 in the first year, allowing us to gradually cover expenses and increase profitability.

Conclusion and Call to Action

In conclusion, CycleWave aims to thrive in the bicycle retail and repair industry by offering high-quality bikes, expert maintenance services, personalized customer care, and eco-friendly products. Join us in promoting a healthier and more sustainable lifestyle through cycling.

If you want to support our mission and become part of our cycling community, please contact us or visit our store today!

Upgrade to Make Comprehensive Plans in Minutes

Upmetrics’ free business plan generator is undoubtedly a better way to business plan. However, you may need an upgrade to create a comprehensive, investment-ready plan.

AI business plan generator like Upmetrics make business plan creation a breeze with their modern AI-powered features.

AI writing assistant helps you write, rewrite, edit, or translate sections of your plan, while the forecasting assistant provides revenue and expense stream suggestions for accurate projections.

You also get to access the massive library of 400+ sample business plans . So, all you need to do is export a template into the editor and start preparing your plan with AI .

What are you waiting for? Business planning starts @ $7 per month.

Build your Business Plan Faster

with step-by-step Guidance & AI Assistance.

Frequently Asked Questions

What is a free business plan generator.

The free business plan generator is a free-to-use version of Upmetrics’ business plan software. It uses AI-powered features to help users create a business plan. Since it can only create a lean business plan, you need Upmetrics’ advanced features for detailed planning.

Is it really free to use?

Yes, Upmetrics’ free business plan generator is 100% free to use, but the features that come with it are also limited. So, you may consider getting a premium subscription for advanced business planning features.

What information will I need to provide to use the tool?

You must fill in the necessary details to create a business plan using the free generator. The information required may include a company overview, marketing details, competitor information, and a financial overview.

What type of businesses should use your free business plan tool?

Startups and small businesses starting up or operating on tight budgets should consider getting a free business planning tool to create a lean business plan.

Is there a limit to how many plans I can create with your software?

No. As of now, there’s no limit to the number of business plans you can create using Upmetrics’ free business plan generator.

Is a sample plan as useful as creating my own custom version?

Using a sample business plan or template is one of the easiest ways to create your business plan. All you need to do is export a template into the editor and start preparing your plan with AI.

The Quickest Way to turn a Business Idea into a Business Plan

Fill-in-the-blanks and automatic financials make it easy.

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Crea un business plan avvincente e convincente online con Venngage. Sono disponibili modelli per ogni esigenza, che si tratti di piani aziendali, piani finanziari, piani di marketing e altro ancora.

Non sei un designer? Nessun problema. Grazie ai nostri modelli facili da modificare e al generatore di business plan online, chiunque può creare un business plan professionale gratuitamente. Oltre 40,000 aziende usano e si fidano di Venngage.

Scegli uno dei nostri modelli di business plan

Scegli tra centinaia di modelli di business plan vedi tutti i modelli di business plan, lancia un'attività redditizia con un business plan visivamente accattivante.

La tua attività è unica e d'impatto - così dovrebbe essere il tuo business plan. Assicurati che il piano che condividerai con investitori, finanziatori e altre parti interessate non sia solo ricco di dati e informazioni chiave, ma anche visivamente accattivante.

Vuoi che il tuo business plan si distingua dalla massa? I modelli di business plan unici di Venngage aggiungono stile alle tue idee. Il Business Plan Builder di Venngage è una frazione del costo dell'assunzione di uno scrittore - puoi anche provare a creare un business plan gratuitamente.

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Per convincere i tuoi interlocutori non c'è niente di meglio di alcuni dati che parlano chiaro. Coinvolgi e persuadi i tuoi investitori visualizzando i dati del tuo business plan con gli esclusivi grafici, diagrammi e diagrammi di Venngage.

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Il tuo business plan può includere le seguenti sezioni: sommario, descrizione dell'azienda, analisi di mercato, gestione dell'organizzazione, linea di servizi/prodotti, marketing e vendite, richieste di finanziamento, proiezioni finanziarie, ecc. Aggiungi le sezioni al tuo business plan come meglio credi, a seconda del tipo di piano che stai creando. Indipendentemente dal tipo di business plan che vuoi realizzare, Venngage ha un modello adatto.

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Mobile App Business Plan Template

Written by Dave Lavinsky

Business Plan Outline

• Mobile App Business Plan Home
• 1. Executive Summary
• 2. Company Overview
• 3. Industry Analysis
• 4. Customer Analysis
• 5. Competitive Analysis
• 6. Marketing Plan
• 7. Operations Plan
• 8. Management Team
• 9. Financial Plan

Start Your Mobile App Plan Here

Mobile App Business Plan

You’ve come to the right place to create your mobile app business plan.

We have helped over 100,000 entrepreneurs and business owners create business plans and many have used them to start or grow their mobile app businesses.

Sample Business Plan for a Mobile App Development Company

Below are links to an example of each of the key elements of a mobile app business plan template:

• Executive Summary – In the Executive Summary, you will provide a general overview of your comprehensive business plan including your target market, business model, and how you plan to make your business successful.
• Company Overview – The Company Overview section will provide an overview of your app idea, business description, company history, mission statement, monetization strategy and milestones achieved.
• Industry Analysis – In the Industry Analysis section, you will use information from your market research to discuss the market demand for your mobile application or business idea, trends, and issues facing your industry.
• Customer Analysis – The Customer Analysis section will describe your target market. This includes information on demographics, psychographics, and behaviors.
• Competitive Analysis – The Competitive Analysis includes an overview of your direct and indirect competitors, their market share, your competitive advantage, and how you plan to compete against them.
• Marketing Plan – The Marketing Plan section will describe your marketing strategy. This includes information on your platform placements (Apple App Store, Google Play, etc.), pricing strategy, and marketing strategies for engaging your target audience.
• Operations Plan – The Operations Plan section of your mobile app business plan will describe your business operations including app development, customer acquisition strategy, and other key aspects of your app company.
• Management Team – The Management Team section will provide information on the management members of your advisory team. This includes their experience, education, and skills.
• Financial Plan – In the Financial Plan section, you will provide the financial model and financial statements for your business. This includes your income statement, balance sheet, and cash flow statement.

Next Section: Executive Summary >

Mobile App Business Plan FAQs

What is a mobile app business plan.

A mobile app business plan is a plan to start and/or grow your mobile app business. Among other things, it outlines your business concept, identifies your target customers, presents your marketing plan and details your financial projections.

You can  easily complete your mobile app business plan using our Mobile App Business Plan Template here .

What Are the Main Types of Mobile App Development Companies?

There are many types of mobile app companies across a variety of categories. There are mobile app businesses that focus solely on mobile games. Others are exercise or wellness focused. Some mobile apps provide guidance on specific topics, some offer music streaming, and other apps provide help or assistance on a variety of topics. Many companies have developed company-specific mobile apps to allow users to become more connected with their products or offerings. For instance, most major brands, restaurants and financial services companies have company-specific mobile applications.

What Are the Main Sources of Revenue and Expenses for a Mobile App Business?

The primary source of revenue for mobile app businesses are subscription paid by the users on an annual or monthly basis. Advertising (selling ad space to other companies on their app) is another significant revenue sources.

The key expenses for mobile app businesses are the costs to advertise and generate users. These expenses are often in the form of targeted social media advertising or online targeted marketing. Some major mobile app businesses pay to have their mobile apps advertised on television commercials or music streaming platforms. Another major expense for app companies are office space, employee salaries and technology licensing fees.

How Do You Get Funding for Your Mobile App Business Plan?

A mobile app startup is most likely to receive funding from angel investors and friends and family. Personal savings and credit cards are also often used. Venture capitalists will fund a business plan for an app once it achieves enough traction (e.g., enough users, in-app purchases, or generating enough revenue).

A well crafted mobile app business plan is essential for attracting any type of potential investor.  Most app startups require funding to get off the ground and cover at least their startup costs.

What are the Steps To Start a Mobile App Business?

Starting a mobile app development company can be an exciting endeavor. Having a clear roadmap of the steps to start a business will help you stay focused on your goals and get started faster.

1. Develop A Mobile App Business Plan - The first step in starting a business is to create a detailed business plan for an app that outlines all aspects of the venture. This should include market research on the mobile app industry and potential market size, information on the mobile app concept, the services or products you will offer, pricing strategies and a detailed financial forecast.  

2. Choose Your Legal Structure - It's important to select an appropriate legal entity for your mobile app business. This could be a limited liability company (LLC), corporation, partnership, or sole proprietorship. Each type has its own benefits and drawbacks so it’s important to do research and choose wisely so that your mobile app business is in compliance with local laws.

3. Register Your Mobile App Business - Once you have chosen a legal structure, the next step is to register your mobile app business with the government or state where you’re operating from. This includes obtaining licenses and permits as required by federal, state, and local laws. 

4. Identify Financing Options - It’s likely that you’ll need some capital to start your mobile app business, so take some time to identify what financing options are available such as bank loans, investor funding, grants, or crowdfunding platforms. 

5. Choose a Location - Whether you plan on operating out of a physical location or not, you should always have an idea of where you’ll be based should it become necessary in the future as well as what kind of space would be suitable for your operations. 

6. Hire Employees - There are several ways to find qualified employees including job boards like LinkedIn or Indeed as well as hiring agencies if needed – depending on what type of employees you need it might also be more effective to reach out directly through networking events. 

7. Acquire Necessary Mobile App Equipment & Supplies - In order to start your mobile app business, you'll need to purchase all of the necessary equipment and supplies to run a successful operation. 

8. Market & Promote Your Business - Once you have all the necessary pieces in place, it’s time to start promoting and marketing your mobile app business.  A mobile app marketing plan includes creating a website, utilizing social media platforms like Facebook or Twitter, and having an effective Search Engine Optimization (SEO) strategy. You should also consider traditional marketing techniques such as radio or print advertising. 

Learn more about how to start a successful mobile app business:

• How to Start a Mobile App Business
• How to Start a Mobile App Development Business

Where Can I Get a Mobile App Business Plan PDF?

You can download our free mobile app business plan template PDF here . This is a sample mobile app business plan template you can use in PDF format.

Home > Business > Business Startup

• 5 Best Business Plan Software and Tools in 2023 for Your Small Business

Data as of 3 /13/23 . Offers and availability may vary by location and are subject to change.

We are committed to sharing unbiased reviews. Some of the links on our site are from our partners who compensate us. Read our editorial guidelines and advertising disclosure .

A business plan can do a lot for your business. It can help you secure investors or other funding. It can give your company direction. It can keep your finances healthy. But, if we’re being honest, it can also be a pain to write.

Luckily, you don’t have to start from scratch or go it alone. Business plan software and services can help you craft a professional business plan, like our top choice LivePlan , which provides templates, guidance, and more.

You’ve got quite a few choices for business plan help, so we’re here to help you narrow things down. Let’s talk about the best business plan tools out there.

• LivePlan : Best overall
• BizPlanBuilder : Most user-friendly
• Wise Business Plans : Best professional service
• Business Sorter : Best for internal plans
• GoSmallBiz.com : Most extra features
• Honorable mentions

Business plan software 101

The takeaway, business plan software faq, compare the best business plan software.

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LivePlan: Best overall business plan software

Data as of 3 /13/23 . Offers and availability may vary by location and are subject to change. *With annual billing

LivePlan has been our favorite business plan software for a while now, despite the stiff competition.

There’s a lot to like about LivePlan. It has pretty much all the features you could want from your business plan software. LivePlan gives you step-by-step instructions for writing your plan, helps you create financial reports, lets you compare your business’s actual financials to your plan’s goals, and much more. And if you ever need inspiration, it includes hundreds of sample business plans that can guide your writing.

LivePlan software pricing

But the best part? You get all that (and more) at a very competitive price. (You can choose from annual, six-month, or monthly billing.) While LivePlan isn’t quite the cheapest business plan builder out there, it’s not too far off either. And if comes with a 60-day money back guarantee. So there’s no risk in trying LivePlan out for yourself.

With a great balance of features and cost, LivePlan offers the best business plan solution for most businesses.

BizPlanBuilder: Most user-friendly

Need something easy to use? BizPlanBuilder fits the bill.

BizPlanBuilder doesn’t have a flashy, modern user interface―but it does have a very clear, intuitive one. You’ll be able to see your plan’s overall structure at a glance, so you can quickly navigate from your title page to your market trend section to that paragraph on your core values. And as you write, you’ll use a text editor that looks a whole lot like the word processing programs you’re already familiar with.

BizPlanBuilder software pricing

Data effective 3/13/23. At publishing time, amounts, rates, and requirements are current but are subject to change. Offers may not be available in all areas.

BizPlanBuilder also offers lots of helpful guidance for actually writing your plan. It gives you pre-written text, in which you just have to fill in relevant details. It offers explanations for what information you need to include in each section of your plan and way. It even gives you helpful tips from experts, so you’ll have all the information you need to plan like a pro.

So if you want planning software with almost no learning curve, you’ll like BizPlanBuilder.

Wise Business Plans: Best professional service

• Custom quote

Unlike all the other companies on this list, Wise Business Plans doesn’t offer software. Instead, it offers professional business plan writing services―meaning someone does all the hard work for you.

Now, you might think that sounds expensive―and you’re probably right (you have to request a custom quote for your plan). But there’s a lot to be said for expertise, and Wise Business Plans has plenty of that. Your business plan will get written by an experienced writer (with an MBA, no less). They’ll get information from you, do their own research, and then write your plan. You get one free revision, and you can always pay for more.  

Wise Business Plans service pricing

Your end result will be a polished, entirely original business plan. (You can even get printed copies.) And best of all, you won’t have to spend your precious time working on the plan yourself. Wise Business Plans takes care of all the hard parts, and makes your business look good while doing it. Sounds like a service worth paying for, right?

Put simply, if you want the most professional business plan possible, we recommend using Wise Business Plans’s writing service.

Business Sorter: Best for internal plans

Many businesses need plans to show to people outside the company (to get financing, for example). But what if you just need a plan for internal use? In that case, we suggest Business Sorter.

Business Sorter uses a unique card-based method to help you craft the perfect business plan. (You can watch a demo video to see how it works.) You’ll plan some of the usual things, like finances and marketing. But Business Sorter also lets you make plans for specific teams and team members. It also emphasizes more internal matters, like operations, that might get overlooked in a business plan for outsiders.

Business Sorter software pricing

After you’ve made your business plan, Business Sorter also helps you stay accountable to it. You can create tasks, give them deadlines, and assign them to team members―giving you basic project management tools to make sure your business plans become business actions. (Oh, and did we mention that Business Sorter has the lowest starting prices of any software on this list?)

It all adds up to a business plan software that works great for internal planning.

GoSmallBiz: Most extra features

Want to get way more than just business planning software? Then you probably want GoSmallBiz.

See, GoSmallBiz offers business plan software as part of its service―but it’s just one part of a much bigger whole. You also get everything from discounts on legal services to a website builder to a CRM (customer relationship manager) to business document templates. And more. In other words, you get just about everything you need to get your startup off the ground.

GoSmallBiz software pricing

Don’t worry though―you still get all the business planning help you need. GoSmallBiz gives you business plan templates, step-by-step instructions, and the ability to create financial projections. And if you get stuck, GoSmallBiz will put you in touch with experts who can offer advice.

If you want business planning and much, much more, give GoSmallBiz a try.

• PlanGuru : Best financial forecasting
• EnLoop : Cheapest tool for startups

We recommend the software above for most business planning needs. Some businesses, though, might be interested in these more specialized planning software.

Honorable mention software pricing

Planguru: best financial forecasting features.

PlanGuru is pretty pricey compared to our other picks, but you might find its forecasting features worth paying for. It has more forecasting methods than other software (over 20) plus it lets you forecast up to 10 years.

EnLoop: Cheapest tool for startups

EnLoop doesn’t have our favorite features or interface, but it does have really, really low pricing plus a seven-day free trial. It's the most affordable software for startup business planning and still provides all the essential features like financial analysis, team collaboration, charting, and more.

Data as of 3 /13/23 . Offers and availability may vary by location and are subject to change. * With annual billing

Several of our previous favorite planning software, including BusinessPlanPro and StratPad, seem to have gone out of business.

A business plan is a written, living document that tells the story of your business and what you plan to do with it. It serves as the source of truth for you—the business owner—as well as potential partners, employees, and investors, but it also serves as a roadmap of what you want your business to be.

Why you need a business plan

While some small-business owners don’t see the point of creating a formal business plan, it can have some concrete benefits for your business. For example, one 2016 study found that business owners with written plans are more successful than those that don’t. 1

Still too vague? Then let’s get specific.

If you ever seek business funding (from, say, banks, angel investors , or venture capitalists ), you’ll have to prove that your business deserves the money you want. A formal business plan―complete with financial data and projections―gives you a professional document you can use to make your case. (In fact, most potential investors will expect you to have a business plan ready.)

Even if you’re not seeking funding right now, a business plan can help your business. A formal plan can guide your business’s direction and decision making. It can keep your business accountable (by, for example, seeing if your business meets the financial projections you included). And a formal plan offers a great way to make sure your team stays on the same page.

What to include in your business plan

Not all business plans are created equal. To make a really useful business plan, you’ll want to include a number of elements:

• Basic information about your business
• Your products/services
• Market and industry analysis
• What makes your business competitive
• Strategies and upcoming plans
• Your team (and your team’s background)
• Current financial status
• Financial and market projections
• Executive summary

Of course, you can include more or fewer elements―whatever makes sense for your business. Just make sure your business plan is comprehensive (but not overwhelming).

How business plan software can help

With so many elements to include, business plan creation can take a while. Business plan software tries to speed things up.

Most business plan software will include prompts for each section. In some cases, you can just fill in your business’s specific information, and the software will write the text for you. In other cases, the software will give you specific guidance and examples, helping you write the text yourself.

Plus, business plan software can help you stay organized. You’ll usually get intuitive menus that let you quickly flip through sections. So rather than endlessly scrolling through a long document in a word processor, you can quickly find your way around your plan. Some software even lets you drag and drop sections to reorganize your plan.

Sounds way easier than just staring at a blank page and trying to start from scratch, right?

Choosing business plan software

To find the right business plan builder for your business, you’ll want to compare features. For example, would you rather write your own text, getting prompts and advice from your software? Or would you rather go with a fill-in-the-blank method?

Likewise, think about the elements you need. If your plan will have a heavy focus on finances, you’ll want to choose business plan software with robust financial projection features. If you care more about market and competitor analysis, look for software that can help with that research.

You may also want to find business plan software that integrates with your business accounting software . Some plan builders will import data from Xero, QuickBooks, etc. to quickly generate your financial data and projections.

And of course, you’ll want to compare prices. After all, you always want to end up with software that fits your business budget.

The right business plan software can make your life easier. With LivePlan ’s wide breadth of features and online learning tools, you can’t go wrong. Plus, BizPlanBuilder 's one-time pricing makes it easy to invest while Business Sorter has a low starting cost. And if you're business is looking to grow, GoSmallBiz and Wise Business Plans will scale with you.

But of course, different companies have different needs. So shop around until you find the software that’s best for you and your business.

Now that you've got a business plan, take a look at our checklist for starting a small business.  It can help you make sure you have everything else you need to get your startup off to a good start!

Related content

• 7 Steps to Build a Successful Project Management Sales Plan
• Best Project Management Software and Tools in 2023
• 4 Cost Management Techniques for Small Businesses

Creating a business plan can take anywhere from a couple hours to several weeks. Your timeline will depend on things like the elements you choose to include, whether you use software or hire a writing service, and how much research goes into your plan.

That said, much of the business plan software out there brags that it can help you create a fairly detailed plan in a few hours. So if you’re going the software route, that can help you set your expectations.

If you want to get the most out of your business plan, you should update it on a regular basis―at least annually. That way, you can continually refer to it to inform your company’s strategies and direction.  

At the very least, you should update your business plan before you start looking for a new round of funding (whether that’s with investors or lenders).

Thanks to business plan software, you can easily write your own business plan rather than pay someone to do it for you. And in most cases, software will cost you less than a professional business plan service.

There are some times you might want to go with a service though. If time is tight, you might find that it’s worth the cost of a service. Or if you’ve got big investor meetings on the horizon, you might want the expertise and polish that a professional service can offer.

Ultimately, you’ll have to decide for yourself whether business plan software or a business plan service will work better for your company.

Methodology

We ranked business plan software and tools based on features, pricing and plans, and connections to project management and other services. The value of each plan and service, along with what it offers, was a big consideration in our rankings, and we looked to see if what was offered was useful to small businesses or just extra. The final thing we looked at was the ease of use of the software to see if it's too complex for small businesses.

At Business.org, our research is meant to offer general product and service recommendations. We don't guarantee that our suggestions will work best for each individual or business, so consider your unique needs when choosing products and services.

Sources 1. Harvard Business Review, “ Research: Writing a Business Plan Makes Your Startup More Likely to Succeed .” Accessed March 13, 2023.

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Come creare un business plan: esempio pratico (2024)

Pubblicato: 21/09/2023, 11:18 am

Revisione di

Perché creare un business plan?

Business plan: esempio in 6 punti, 1. mission o vision, 2. offerta e proposta di valore, 3. pubblico di riferimento e potenziali clienti, 4. flussi di ricavi, canali di vendita e di marketing, 5. organizzazione, fornitori e gestione delle attività, per concludere.

Un business plan è un documento utilizzato per definire obiettivi e strategie che consentano a un’attività di raggiungere il successo. Nell’articolo che segue forniremo un semplice esempio di business plan, che copre le indicazioni essenziali per l’avvio di una piccola impresa o di un’attività in proprio: se hai intenzione di dare vita a un progetto imprenditoriale, questo esempio può rappresentare un punto di partenza per sviluppare una pianificazione più completa.

La creazione del business plan è un processo essenziale per comprendere meglio costi, incarichi, opportunità di guadagno e quali modelli di business siano più remunerativi. Non sono solo gli imprenditori alle prime armi a dover sviluppare un business plan: si tratta di un’operazione preziosa per chiunque gestisca un’attività. Un business plan può essere strutturato secondo diversi gradi di complessità, dai più basilari ai piani più dettagliati, comprensivi di ricerche di mercato, costi e previsioni sui ricavi. Che tu sia un imprenditore in proprio o abbia lanciato una startup in cerca di finanziamenti, creare un business plan ben strutturato è un passo fondamentale per avviare un’impresa .

Un business plan completo dovrebbe comprendere sei elementi chiave, illustrati in questo esempio. Il livello di approfondimento richiesto dipende principalmente dalla scelta di avviare una piccola impresa o di ricorrere a un finanziamento da parte di un investitore. Le imprese finanziate da investitori, infatti, richiedono ricerche di mercato più approfondite e dettagli operativi e finanziari a sostegno del progetto.

Inizia il tuo business plan con un resoconto conciso che racchiuda la tua idea. Questa sezione deve rispondere in modo sintetico a cinque domande fondamentali. Le risposte saranno approfondite nelle sezioni successive del nostro esempio di business plan.

• Di cosa si occupa la tua azienda? Vendi prodotti, servizi, informazioni o un insieme di queste cose?
• Dove si svolge l’attività? La tua attività si svolge online, in negozio, tramite dispositivi mobili o in un luogo o ambiente specifico?
• A chi si rivolge la tua attività? Qual è il mercato di riferimento della tua azienda e che caratteristiche ha il tuo cliente ideale?
• Perché i potenziali clienti dovrebbero considerarla? Cosa dovrebbe spingere i tuoi clienti ideali a notare la tua attività?
• In che modo i tuoi prodotti e/o servizi si distinguono da quelli della concorrenza? Cosa dovrebbe spingere i tuoi clienti ideali a scegliere la tua attività rispetto a quella di un concorrente?

Se hai difficoltà a fornire risposte a queste domande nella sintesi del tuo business plan, non preoccuparti. Man mano che lavorerai al piano, è molto probabile che scoprirai possibili risposte a queste domande, identificando nuove opportunità per la tua idea di business.

In questa sezione del business plan, dovrai illustrare la tua offerta commerciale. È inoltre il momento di definire la tua proposta di valore, spiegando perché la tua attività potrebbe risultare preziosa per dei potenziali clienti.

Lavorando a questa parte, potresti scoprire nuove opportunità di mercato che inizialmente non avevi considerato. Per esempio, una startup specializzata in prodotti senza glutine e chetogenici potrebbe ampliare la propria proposta di valore preparando dolci personalizzati per occasioni speciali adatti a diverse preferenze alimentari.

In questa sezione identificherai il tuo pubblico di riferimento, parlando dei problemi e delle esigenze specifiche a cui il tuo prodotto o servizio può fornire risposte. Questa fase è fondamentale per sviluppare una strategia di marketing e un’offerta di prodotti.

Per farlo in modo efficace, individua un problema che il tuo target si trova ad affrontare. Per esempio, la startup specializzata in cibi senza glutine e chetogenici può rivolgersi a persone attente alla salute e alla ricerca di questi prodotti. Tuttavia, è essenziale accertarsi di rivolgersi a una base di clienti sufficientemente ampia da poter sostenere l’attività, il che potrebbe significare che dovrai offrire una varietà di prodotti da forno tradizionali insieme quelli più particolari.

La nostra economia è trainata dalle tecnologie informatiche e grazie a internet oggi le startup possono contare su molte opportunità di guadagno e raggiungere un pubblico di riferimento sempre più variegato. In questo contesto, i flussi di ricavi e i canali di vendita divengono anche strumenti di marketing: la presente sezione è dedicata a tutti questi aspetti.

Flussi di ricavi

I flussi di ricavi corrispondono ai molti modi in cui è possibile generare guadagni con la propria attività. Nel tuo business plan, elenca le fonti di entrate al momento del lancio e indica eventuali idee che consentano di ampliare l’attività in futuro.

Ad esempio, il business plan della startup specializzata in prodotti gluten free potrebbe contemplare i seguenti flussi di ricavi:

• Vendita di prodotti: online, in negozi pop-up, all’ingrosso e (in futuro) in negozio
• Ricavi derivanti da campagne di affiliazione: monetizzazione dei post contenenti link di affiliazione pubblicati all’interno di un blog e/o sui profili social
• Entrate derivanti dalle inserzioni pubblicitarie: annunci pubblicitari sul sito web
• Vendite di ebook: (in futuro) pubblicazione di ebook di ricette di dessert senza glutine e compatibili con la dieta chetogenica
• Ricavi ottenuti grazie ai video: (in futuro) monetizzazione di un canale YouTube con video informativi sulla realizzazione di dessert senza glutine e chetogenici
• Webinar e corsi online: (in futuro) monetizzazione di webinar orientati al coaching e corsi online dedicati a consigli e tecniche di cottura
• Contenuti riservati ai soci: (in futuro) monetizzazione di una sezione del sito web riservata ai soci e dedicata a contenuti speciali a integrazione dei webinar e dei corsi online
• Franchising: (in futuro) vendere l’idea di aprire forni specializzati nella realizzazione di questi prodotti di nicchia a imprenditori di franchising.

Canali di vendita

I canali di vendita consentono di generare flussi di ricavi. Questa sezione risponde anche alla domanda “dove si svolge l’attività?” contenuta nel secondo punto della vision del progetto.

Ad esempio, nel business plan della startup specializzata in prodotti senza glutine potrebbero essere indicati i seguenti canali di vendita:

• POS: un sistema di vendita per dispositivi mobili come Shopify o Square POS per la gestione delle vendite in mobilità in contesti quali mercati, eventi e fiere
• Piattaforma ecommerce: un negozio online come Shopify , Square o WooCommerce per le vendite al dettaglio online e gli ordini di vendita all’ingrosso
• Canali social: post e pin con pulsanti per l’acquisto su Facebook , Instagram o Pinterest, che consentano di vendere online attraverso i propri profili
• Negozio: una sede fisica, quando l’attività sarà cresciuta al punto di consentirti di gestire un negozio.

Di seguito elenchiamo ulteriori canali che possono fungere da fonti di reddito:

• Ricavi derivanti da campagne di affiliazione: sezione blog sul sito di ecommerce e partner affiliati
• Entrate derivanti dalle inserzioni pubblicitarie: annunci pubblicitari sul sito di ecommerce
• Vendite di ebook: vendite di ebook su Amazon tramite Kindle Direct Publishing
• Ricavi ottenuti grazie ai video: canale YouTube con monetizzazione degli annunci pubblicitari
• Webinar e corsi online: piattaforme dedicate a corsi online e webinar che consentano di gestire la creazione di account per gli iscritti e il caricamento e la riproduzione di contenuti registrati
• Contenuti riservati ai soci: contenuti protetti da password tramite applicazioni per la creazione di community di utenti iscritti come MemberPress.

Canali di marketing

Spesso i canali di marketing e di vendita utilizzati dalle imprese presentano forti sovrapposizioni. I video e le piattaforme online come i social media, i siti web o i blog fungono sia da strumenti di marketing che da fonti di ricavi, risultando particolarmente utili per le startup e le imprese di piccole dimensioni.

Ad ogni modo, i canali pubblicitari tradizionali come la radio, la TV, le comunicazioni dirette per posta e la carta stampata hanno mantenuto il proprio valore per molte attività e, pertanto, devono essere presi in considerazione al momento della creazione di un piano di marketing e di un budget all’interno di un business plan.

In questa sezione del nostro esempio di business plan spieghiamo come indicare la struttura, le modalità di gestione dell’azienda ed eventuali certificazioni o permessi necessari per l’avvio dell’impresa.

La startup specializzata in prodotti senza glutine potrebbe elencare alcuni punti simili ai seguenti:

• Struttura aziendale: definizione dell’organizzazione dell’attività
• Permessi e certificazioni: licenza per il trattamento degli alimenti e per la produzione alimentare artigianale. In alternativa, affitto di una cucina commerciale in possesso dei requisiti necessari
• Ruoli e responsabilità: imprenditore in proprio, tutti i ruoli e le responsabilità sono in capo al titolare
• Attività quotidiane: procurarsi gli ingredienti e cucinare tre giorni a settimana per rispondere agli ordini. Riservare del tempo agli eventi di settore, ai mercati e agli ordini dei partner all’ingrosso, se necessario. Spedire a giorni alterni gli ordini effettuati online. Aggiornare il sito web e creare post social, sul blog e contenenti link di affiliazione nei giorni in cui non vengono effettuate le spedizioni.

L’ultimo passaggio nella stesura del business plan consiste nell’elencare i costi previsti per l’avvio e la gestione dell’attività, oltre che i ricavi attesi. Grazie a strumenti gratuiti come Square e alle opportunità di marketing offerte dai social media, è possibile lanciare una startup a costi molto contenuti.

In molti casi, il costo della merce, della spedizione e dell’imballaggio, delle autorizzazioni e licenze, e della stampa dei biglietti da visita sono le uniche spese da sostenere.

Sviluppare al meglio il business plan della propria attività è un passaggio fondamentale per chi si appresta a lanciare un’impresa, ma è altrettanto importante che la fase di pianificazione non si trasformi in un ostacolo per l’avvio dell’attività.

Tieni presente, inoltre, che un business plan non è mai un documento destinato ad assumere valore definitivo. I mercati, il pubblico e le tecnologie sono in costante evoluzione, così come gli obiettivi aziendali e le strategie sviluppate per raggiungerli. Considera il tuo business plan, quindi, come un documento dinamico, soggetto a revisioni periodiche, da ampliare e modificare in risposta alle opportunità di mercato e alla crescita della tua attività.

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How to write a business plan for your mobile app development project.

Starting a mobile app development project is a great idea because it allows businesses to reach a larger audience with their product or service, and it gives users the convenience of being able to access the app from anywhere on their mobile devices.

But, first thing first, you need to write a business plan.

A business plan is essential for any project, especially for mobile app development. It outlines the goals, objectives and strategies needed to successfully launch the app. It also helps to identify potential risks and provides a roadmap for the project's success.

In short, a good business plan will help ensure the profitability of your mobile app development project .

What are the essential parts of a business plan for a mobile app development project? What is the recommended format? Which important financial measures should be there? What's the best way to create a business plan quickly and effectively?

Please, find comprehensive answers to all these questions below.

Also, please note that starting your business plan from scratch is not mandatory.

You can download our editable business plan for a mobile app development project and adapt it to your project.

How to prepare a business plan for a mobile app development project

Is it worthwhile to invest time in a business plan for your mobile app development project.

Yes, you should invest time in a business plan for your mobile app development project to ensure the success of your project.

Formulating a comprehensive business plan will allow to:

• get familiar with the mobile app development market
• stay on top of the industry's emerging trends
• identify what makes a mobile app development project solid and successful
• understand the target audience's requirements and preferences for mobile applications
• come up with a unique value proposition for your app
• analyze competitor target markets
• identify solid competitive advantages for your mobile app development project
• find a business model that will generate positive cash flows
• implement a well-structured and calculated action plan
• evaluate risks associated with a mobile app development project, including technical challenges, user privacy, and market competition

Our team has created a business plan for a mobile app development project that is designed to make it easier for you to achieve all the elements listed.

How to outline a business plan for a mobile app development project?

A business plan is filled with facts, figures, and indicators. It must be presented in a structured format, to make easy to read and digest.

When we built our business plan for a mobile app , we took care to arrange it appropriately.

The content is arranged in 5 sections (Opportunity, Project, Market Research, Strategy and Finances).

1. Market Opportunity

The introductory section has been named "Market Opportunity".

This section presents a comprehensive report on the mobile app development project, including key data and metrics to guide your decision-making.

We continuously update all the data there.

2. Project Presentation

The second part is dedicated to the "Project" of your mobile app development project. Here, you can outline the purpose and functionality of your app, target user demographics, user interface and experience design, development timeline, app store submission plans, and the unique value proposition that solves a specific problem or provides a unique solution for users.

Remember to introduce yourself at the end of this section.

Discuss your expertise in mobile app development, your range of services, and how you plan to provide innovative and user-friendly app solutions to clients. Highlight your track record of successful projects, your skilled team of developers, and your dedication to delivering seamless and engaging mobile experiences that meet the needs and expectations of users through your mobile app development project.

You'll find wording already provided in our business plan. Tailor it to fit your concept exactly.

3. Market Research

Next up is the "Market Research" section.

In this section, you will find a detailed market segmentation analysis for your mobile app development project.

It includes a presentation of other mobile app development companies in the industry that will be competing with you. Your project's unique app features and competitive advantages are also highlighted. A customized SWOT analysis is included.

4. Strategy

In the "Strategy" section, you will find a detailed growth plan for your mobile app development project, outlining all the necessary steps and initiatives to ensure its high profitability.

Furthermore, there is a marketing strategy, a risk management strategy, and a Business Model Canvas that has been filled in, all included in this section.

5. Finances

Ultimately, the "Finances" section provides a comprehensive view of the financial aspects and metrics of your project.

How to write an Executive Summary for a mobile app development project?

The Executive Summary is like an introduction to the business plan for your mobile app development project.

Keep it brief, not exceeding 2 pages. Stick to the crucial points.

When you show your business plan to an investor, this is what they will read first. It needs to get their attention and make them want to read the rest of the plan.

In the Executive Summary of your mobile app development project, answer these questions: what is your mobile app development project about? who is your target audience? are there any similar projects in the market? what makes your project unique? how much funding do you require?

How to do the market analysis for a mobile app development project?

The market study of your mobile app development project helps you understand external factors such as customer demands for mobile applications, competition within the app development industry, and emerging trends in mobile technology.

By conducting an extensive market study, a mobile app development project can understand user needs, offer innovative and user-friendly mobile app solutions, optimize pricing strategies, and execute targeted marketing campaigns, ultimately leading to increased user adoption, app downloads, and a prominent position in the mobile app industry.

This is what we've outlined in the "Market Research" section of our business plan for a mobile app :

• interesting data points and market insights about mobile app development, including app usage trends, app market revenue, and the growth of app-based services
• a list of potential customer segments for a mobile app development project
• the competitive research
• the competitive advantages for a mobile app development project

The key points of the business plan for a mobile app development project

What's the business model of a mobile app development project, business model of a mobile app development project.

A mobile app development project's business model revolves around creating and monetizing mobile applications for specific platforms such as iOS or Android. Revenue can be generated through app purchases, in-app advertising, in-app purchases, or subscription models.

The business model focuses on identifying market needs or gaps, designing user-friendly and engaging apps, developing robust and scalable code, testing and optimizing app performance, and implementing effective monetization strategies.

Success depends on market research, delivering high-quality user experiences, effective app marketing, regular updates and improvements, and staying responsive to user feedback and evolving industry trends.

Business model ≠ Business plan

Please don't mix up the terms "business plan" and "business model."

A business model outlines the way a company creates value, generates revenue, and operates.

In a business plan, you demonstrate your business model using a structure called the Business Model Canvas.

Rest assured, we provide a Business Model Canvas in our business plan for a mobile app .

How do you identify the market segments of a mobile app development project?

Market segmentation for your mobile app development project involves dividing your potential clients into different groups based on their app development needs, industries, and target audience.

These categories may include factors such as iOS app development, Android app development, gaming apps, or clients from specific industries (e.g., healthcare, finance, education).

By segmenting your market, you can offer specialized app development services and solutions that cater to each segment's specific requirements. For example, you might provide iOS app development services and design user-friendly and intuitive interfaces for Apple device users, offer Android app development services and optimize apps for a wide range of Android devices and versions, specialize in gaming app development and create immersive and engaging gaming experiences, or develop industry-specific apps tailored to the needs of clients in sectors such as healthcare, finance, or education.

Market segmentation allows you to effectively target your marketing efforts, showcase your app development expertise, and deliver high-quality and customized mobile app solutions that meet the unique needs of each client segment.

In the business plan for a mobile app , you will get a detailed market segmentation, helping you understand your target audiences and their needs.

How to conduct a competitor analysis for a mobile app development project?

Without surprise, you won't be the only mobile app development project in the market. There will be other developers working on innovative and user-friendly mobile applications.

Your business plan should encompass an extensive market study that examines your competitors' characteristics, strengths, and weaknesses.

Address their weaknesses (such as inefficient app development processes, lack of user testing, or poor app performance).

Why should you focus on these elements? Well, these weaknesses can hinder the success of mobile app development projects. By addressing these aspects, you can offer innovative and user-friendly app designs, provide efficient and reliable app development and testing processes, and deliver excellent customer support, positioning your mobile app development project as a trusted and preferred choice for businesses and individuals seeking high-quality and functional mobile applications.

It's what we call competitive advantages—building them is key to standing out in the market.

Here are some examples of competitive advantages for an app: user-friendly interface, innovative features, regular updates and improvements.

How to draft a SWOT analysis for an app?

A SWOT analysis can help identify potential strengths, weaknesses, opportunities, and threats that can inform the development of a successful mobile app.

As you can guess, there is indeed a completed and editable SWOT matrix in our business plan for a mobile app

The strengths for a mobile app development project

When we talk about the "S" in SWOT, we mean Strengths, which are the project's positive attributes or advantages.

For a mobile app development project, possible strengths could include a user-friendly interface, comprehensive testing, scalability, and a secure back-end system.

The weaknesses for a mobile app development project

The "W" stands for Weaknesses, referring to the areas or aspects of the project that need to be addressed.

In the case of a mobile app development project, potential weaknesses could include an inexperienced development team, lack of proper project management, and poor quality assurance processes.

The opportunities for a mobile app development project

O represents Opportunities in SWOT, referring to the external factors or conditions that can create opportunities for the project's advancement.

In the case of a mobile app development project, potential opportunities include creating a social media app, a productivity app, a gaming app, and a shopping app.

The threats for a mobile app development project

When we mention the "T" in SWOT, we're referring to Threats, which are the external risks or negative factors that can impact the project's performance.

How to craft a marketing strategy for an app?

A marketing strategy plays a pivotal role in a business plan as it defines how a business will entice customers and generate sales.

An app can attract users by implementing a well-crafted marketing strategy that showcases its unique features, user-friendly interface, and how it solves a specific problem or meets a particular need.

Users won't choose your app without effective marketing; highlighting its features, usability, and benefits is necessary.

Have you explored marketing approaches to attract customers to your app? Consider optimizing your app store presence, running targeted advertising campaigns to reach your target audience, and utilizing social media platforms to engage with users and receive feedback.

No worries if you don't know anything about marketing and communication.

How to build a 3-year financial plan for an app?

A solid business plan must include detailed financial information such as projected income, expenses, cash flow, and balance sheets.

When creating your business plan, you must include anticipated revenue figures for your mobile app development project.

To earn the trust and confidence of potential investors, it's crucial to have revenue projections in your business plan that are based on believable and well-founded assumptions.

Our financial plan for a mobile app is straightforward and equipped with automated checks, enabling you to validate and adjust your assumptions easily. This way, we make sure you're building solid financial projections.

It goes without saying that you'll have to develop a provisional budget for your mobile app development project. Pay attention to every expense and don't leave any out (our financial plan includes a complete list for your convenience).

The break-even analysis is central in the financial plan as it will tell you whether your mobile app development project will generate profits or not.

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7 Best Business Planning Apps for Entrepreneurs in 2023 (With AI Features)

In the age of startups and online businesses, planning is paramount. A well-structured business plan not only helps in securing investors but also serves as a roadmap for your enterprise. With the plethora of digital tools available today, there's no need for pen and paper or tedious Excel sheets. Here's our roundup of the seven best business planning apps to streamline your entrepreneurial journey:

An AI-powered hub for modern age businesses

Bizway stands out with its holistic approach to business planning. A web app that's user-friendly and intuitive, it's designed keeping digital and internet businesses in mind.

• Page Creation : Users can seamlessly organize their thoughts with preset pages like Market, Product, Channel, Revenue stream, Customer Persona, and Cost.
• Enhanced Productivity : Flesh out ideas with options like page properties, 'Assist' for guidance, 'Prompts' for inspiration, and 'Tasks' to remind yourself of upcoming actions.
• Digital Resources : The option to add Notes, create Pins for relevant URLs, and an in-built 'Pitch' feature to share your business plan effortlessly makes Bizway a game-changer in the business planning domain.

2. IdeaBuddy

Turn Your Idea into Reality

Ideal for budding entrepreneurs, IdeaBuddy is a comprehensive tool that takes you from an idea to a structured business plan.

• Dream, Plan, and Validate stages help in refining and structuring business concepts.
• Financial forecasting for better budgeting and allocation.
• Guidance from industry experts available within the app.

3. LivePlan

A Trusted Companion for Startups

LivePlan has long been a favorite amongst entrepreneurs, and for good reason. It offers simplicity and in-depth planning in one package.

• Customizable templates suitable for various business types.
• Visual projections and financial insights for better decision-making.
• Collaboration tools for teams to work collectively on a plan.

4. Upmetrics

Your Blueprint for Business Success

Upmetrics is all about creating a blueprint that aligns with your business goals.

• Intuitive drag-and-drop interface.
• Financial forecasting and analytics.
• Templates for various industries and business models.

Building Businesses, One Step at a Time

Bizplan breaks down the planning process into digestible pieces, ensuring no detail is overlooked.

• Step-by-step builder for detailed planning.
• Financial tools for budgeting and forecasting.
• Collaboration options for team input.

More Than Just Planning

While primarily a task management tool, nTask is versatile enough to aid in business planning with its wide array of features.

• Task lists, timelines, and Gantt charts for project planning.
• Meeting schedules, timesheets, and team collaboration tools.
• Risk management and issue tracking for smoother operations.

The All-in-One Workspace

Notion goes beyond just business planning. It's a workspace tool that can be used for notes, tasks, and even creating a knowledge base.

• Hybrid tool combining notes, databases, and tasks.
• Customizable templates for diverse needs.
• Collaboration and sharing options for teams and clients.

How to use AI in your Business Plan

In the realm of business planning, AI tools, like ChatGPT, have become invaluable for entrepreneurs and seasoned business professionals alike. Here's how to harness the power of AI for your business plan and what to watch out for:

1. Enhancing Knowledge Base:

‍ ChatGPT and similar tools are equipped with vast knowledge databases. They cover business theories, strategies, market research, and statistics about market sizing. So, if you're stuck or unsure about any concept, asking AI can save hours spent trawling through the internet or books.

• Instant access to a massive information database.
• Up-to-date with the latest validated knowledge (as of the last training cut-off).
• Limited to the last training data, which means ultra-recent trends might not be reflected.
• Might not have hyper-specific or niche industry information.

2. Strategy Formulation and Testing:

‍ With AI, you can play out different scenarios or strategies and receive insights based on historical data and patterns. This is especially valuable when unsure about a specific market move or business decision.

• Provides objective insights without human biases.
• Can process vast amounts of data quickly.
• Lacks human intuition and emotional intelligence.
• Relies heavily on historical data, which might not always predict future outcomes.

3. Market Research and Statistics:

‍ AI tools can provide a general overview of market sizes, segmentation, and other vital statistics. This is especially useful when you're venturing into an unfamiliar market.

• Quick snapshot of market dynamics.
• Saves time and resources on primary research.
• Generalized data might not cater to specific business needs.
• The accuracy might vary based on the niche and specificity of the query.

Using AI Effectively in Business Planning

While AI provides numerous advantages, it's crucial to utilize these tools effectively:

• Complement, Don't Replace : Use AI to complement your human intuition and industry insights. It shouldn't replace human judgment.
• Ask Specific Questions : The more specific you are with your queries, the better the AI can assist you.
• Double-Check Critical Data : For vital decisions, always double-check AI-provided data with other sources.
• Continuous Learning : AI tools evolve and improve. Keeping abreast of their updates ensures you're always getting the best out of them.

In conclusion, AI, when used judiciously, can be a game-changer in business planning. However, a balanced approach, combining AI insights with human judgment, is the key to crafting a robust and effective business plan.

Gerrard + Bizway AI Assistant

Start automating your business growth, today⚡

Create your first AI assistant & project in minutes.⚡

Bizway is brought to you by Landmark Labs Ltd.

©2024 Bizway Labs

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5 Best Business Plan Software in 2022

Many or all of the products featured here are from our partners who compensate us. This influences which products we write about and where and how the product appears on a page. However, this does not influence our evaluations. Our opinions are our own. Here is a list of our partners and here's how we make money .

When you’re starting a business, developing a strong business plan will be one of the first steps you take. Your business plan will cover everything from a detailed explanation of your products or services and pricing model to at least three years of financial projections—plus much more. Therefore, whether you’re not sure how to get started or you’re just looking to make the process easier, you may want to turn to business plan software for help.

In this guide, we'll break down five of the best business plan software options—discussing their pros, cons, features, pricing, and more—so you have all the information you need to decide which solution is right for your small business.

Looking for tools to help grow your business?

Tell us where you're at in your business journey, and we'll direct you to the experience that fits.

on NerdWallet's secure site

The 5 best business plan software options

The right business plan software will make the process of writing your business plan much simpler. Like many business software solutions, however, there are a number of different business plan software options out there—each of which has a unique set of features, user experience, and price.

This being said, if you're looking for a place to start your search for the best business plan software, you can explore the five top options below:

How much do you need?

with Fundera by NerdWallet

We’ll start with a brief questionnaire to better understand the unique needs of your business.

Once we uncover your personalized matches, our team will consult you on the process moving forward.

1. LivePlan

Best overall business plan software.

If you want template-rich, modern-feeling business plan software, then LivePlan may be the right pick for you. LivePlan excels with their user interface, which feels updated and slick, and also offers intuitive, easy-to-use features and options.

Their step-by-step instruction will help you kick things off from the beginning, and you can take advantage of their online learning center to continue to gain business skills.

Affordable plans, including pay-as-you-go option

No long-term contracts or cancellation fee; 60-day money-back guarantee

Modern, intuitive interface; cloud-based, can be used on Mac, PC, as well as tablets

Ability to create unlimited plans in one account; over 500 customizable templates

Variety of business resources including video tutorials, step-by-step instruction, and general customer support

Limited integration options

Challenging to enter your own financial modeling projections

Can be difficult to learn

Ability to create an unlimited number of business plans on one account

More than 500 business plan templates spanning various industries

Integration with Xero and QuickBooks Online

Real-time tracking of financial data with accounting integrations

Ability to export your business plan to Word or PDF

Expert advice and step-by-step instruction included

Performance dashboards for tracking against budgets and sales goals

Ability to create and export a one-page pitch executive summary

Annual plan: $15 per month, billed every 12 months

Six-month plan: $18 per month, billed every six months

Pay-as-you-go plan: $20 per month, billed once every month

2. GoSmallBiz

Best for multiple business management tools in one platform.

Next on our list of the best business plan software options is GoSmallBiz, which is much more than just a business plan software. With GoSmallBiz, you have access to business continuity planning software with features that cover creating a roadmap, working through business and legal forms, building a website, and more.

In this way, GoSmallBiz is great for startups or newer businesses looking to access multiple business management tools through one platform.

Unlimited business consultation and extensive library of online resources

Multiple business tools in one software

Website consultation analysis and business assessment

Industry-specific business plan templates with emphasis on financial projections and statements

Expensive monthly cost compared to alternatives

Limited business plan features

Entire business plan can only be exported to Microsoft Word

Outdated interface

Industry-specific business plan templates with step-by-step building wizard

Ability to create financial statements and projections

Free website hosting and website builder

Customer relationship manager with integration with MailChimp

Digital marketing dashboard with social media and Google Analytics integrations

HR document builder

Corporate minutes writer

Business documents library

Business courses library

Unlimited business consultation

$39 per month, no contracts, free cancellation

Best for simple, fast business plan creation.

If you're looking for free business plan software, Enloop will be one of your closest options—they offer an all-inclusive seven-day free trial, no credit card required. Additionally, unlike some of the other options on our list, Enloop is strictly dedicated to business plan creation, including automated text writing, financial forecast comparisons, and a real-time performance score that tracks your progress.

This being said, if you'd prefer the most straightforward, fast, and simple way to write your business plan, Enloop will be a platform worth considering.

Simple and straightforward software, solely dedicated to business plan creation

Seven-day free trial

Automatic text generation available to streamline the writing process

Affordable plans with annual discount option

Limited additional educational resources

Only one template option

No integration options

Ability to create three business plans with customizable text, images, tables, charts, and over 100 currency symbols and formats

Includes automatic text generation for each plan section that you can then customize

Automatically generated financial statements

Includes financial performance comparison analysis (using three ratios with Detailed plan and 16 with Performance plan)

Real-time performance score to track your progress

Ability to invite users to edit (two with Detailed plan, five with Performance plan)

Pass/fail report and certificate to help you identify issues with your plan

Free plan: Seven-day free trial with no credit card required

Detailed plan: $19.95 per month or $11 per month, paid annually

Performance plan: $39.95 per month, or $24 per month, paid annually

Best for startups looking to acquire funding or find investors.

Part of the Startups.com suite, Bizplan gets top marks for their user interface—it’s intuitive, easy to use, and modern. You’ll work with a step-by-step business plan builder to get exactly what you’d like from your business plan. It may remind you of a modern website builder, since it has drag-and-drop tools to build templates.

Moreover, for one subscription fee, you have access to all of the tools in the Startups.com network, including self-guided courses, how-to guides, masterclass videos, and more. All in all, with a direct connection to Fundable, Bizplan is a top business plan software option for startups looking to acquire funding and find investors.

Subscription gives you access to all Startups.com tools

Lifetime access subscription option

User-friendly drag-and-drop business plan builder

Excellent educational resources

Connection to Fundable great for businesses looking for capital

No free trial

No templates based on industry

No mobile access

Drag-and-drop templates for business plan building

Financial command center to track all business financials in one place

Unlimited account collaborators

Ability to share business plan online with investors

Online resources including self-guided courses, masterclass videos, how-to guides, mentorship access

Unlimited software use for Fundable, Launchrock, and Startups.com

Monthly plan: $29 per month

Annual plan: $20.75 per month, billed at $249 per year

Lifetime access: $349 one-time fee

5. PlanGuru

Best for financial planning and budgeting.

Finally, for some of the strongest financial features among business plan software options, including budgeting and forecasting, you might check out PlanGuru. Whereas the other solutions we've reviewed were first and foremost focused on writing a business plan, PlanGuru is dedicated to business financial planning —providing the tools you need to create budgets, financial forecasts, reports, and more.

Therefore, if you need a software solution that can streamline the financial piece of your business planning processes, PlanGuru will certainly have the most to offer.

Extensive financial tools and detailed forecasting, budgeting, and reporting capabilities

Substantial library of resources

Cloud-based and desktop options

14-day free trial and 30-day money-back guarantee

Expensive, especially for additional users

Only focuses on the financial aspect of business planning; no templates or tools for basic business plan writing

Difficult to use without prior financial knowledge

Cloud-based version of software, as well as locally installed Windows version (desktop version has a few more features)

Works with QuickBooks Online, Xero, and Excel

Budgeting and forecasting for up to 10 years

Over 20 standard forecasting methods

Formula builder to create custom methods

Ratios and KPIs

Dashboard and reporting tools

Help guides, video tutorials, knowledgebase, and live U.S.-based customer support

14-day free trial

$99 per month (additional users $29 per month)

$899 per year (additional users $299 per year)

What to look for in business plan software

Ultimately, it's up to you to decide, which, if any, of the best business plan software solutions on our list is right for your business.

So, if you're trying to figure out how to choose between the various options out there, it might be helpful to compare your top choices based on the following criteria:

Features: As we've seen different business plan software solutions offer different features. You'll want to look carefully at the feature list of any software and determine what features are most important for your business needs. Do you need an extensive library of templates with detailed customization? Would you prefer software that includes an online learning center for business skills? Are you looking for a solution that combines business plan writing with other tasks? It may be useful to list out your ideal feature set, so you can compare individual software plans to that list.

Price: Although you might be able to find some free business plan software options (or at the very least, free trials), in most cases, you'll need to pay a subscription fee to access the platform you choose. Therefore, you'll want to think about what your budget is for this business tool and what type of software is most cost-effective for your needs.

User experience: User experience can vary widely among different business plan software options. You’ll find some programs that are newer or have been recently updated. Others might have the kind of interfaces that felt new years ago but are now pretty out of date—and, subsequently, make them a little harder to use. The right user experience for your needs is genuinely a matter of opinion and comfort—nevertheless, it's worth testing thoroughly testing out a platform to ensure that it can truly work for you before investing in a monthly or annual subscription.

The bottom line

There's no doubt that properly crafting your business plan is important for the future growth and success of your small business. Luckily, the right business plan software should make the process much simpler.

This being said, whether you opt for one of the best business plan software options listed here, or another platform entirely, you'll want to take the time to compare multiple solutions and ensure you choose the one that's right for your business.

As we mentioned, it can be helpful to think about the features you're looking for, your budget, and your user-experience preferences ahead of time—that way, you'll have a set of criteria in mind as you explore different solutions.

Ultimately, perhaps the best thing you can do to find the right software is to actually test out the platforms themselves—either by using a free trial or a money-back guarantee.

This article originally appeared on JustBusiness, a subsidiary of NerdWallet.

On a similar note...

How to write a business plan for your app startup

Table of Contents

Executive summary

Company description , market analysis, market size, projections, competitors, swot analysis, unique selling point (usp), marketing strategy, customer acquisition strategy, social media, startup costs and funding, monetisation strategy, final thoughts…, manage your finances better.

Writing a business plan is the first step to developing your app. It helps you clarify your vision and identify the steps you need to take to reach your goals. 

This guide will show you how to write a business plan for your app startup to help you attract investors, secure funding, and guide your overall efforts. 

You’ll need to include:

• Company description
• Unique selling proposition (USP)
• Monetisation plan

Every business plan should answer whether it’s profitable to produce the product and invest in the business. Use the following sections to get that point across.

This section is the first thing potential investors will see when reading your business plan, so make sure it packs a punch. 

Your executive summary should hook the reader and entice them to keep reading your plan –– and invest in your app startup.  

Make your summary clear and memorable, and answer the following questions:

• What problem do you want to solve with your app?
• What is your solution?
• How will your app change the market? 
• What goal are you pursuing? 
• Why will you succeed?

While your executive summary comes first in a business plan, it’s best to write it last to ensure it highlights all key aspects of the document. You can learn more about how to write an executive summary here .

This section introduces your app startup and app concept to help potential investors understand more about you. Who are you, and what makes you unique?

When describing your business and app, share the following details:

• Business structure (is it a sole proprietorship or limited company ?)
• Company location 
• Information about you as the owner
• Problem your app will solve
• Business mission (why you created your app startup)

Quick tip: People love a good story, so use your company description to tell yours. Explain how you came up with your app idea and why you think it’s important. Keep it short and catchy to win the reader’s attention quickly.

Next, investors need to know how your app will fit into the market. After all, you’re trying to convince them that you’re worth investing in.

First, research what the current market looks like. There are three key parameters to base the market size:

• Total available market (TAM) – the maximum demand for a solution in the commercial market.
• Serviceable available market (SAM) – the portion of the total available market you can target through sales and marketing.
• Serviceable obtainable market (SOM) – this defines the segment of the serviceable available market that includes the first people to use your product or service.

How likely is your app to succeed in the market?

Research firms like Nielsen or Forrester can help you understand your target market size and your industry’s potential for growth . Use success stories of similar businesses to give readers proof that your idea can be profitable.

Key point: Only include statistics that relate to your business. For example, if your app will only serve the local market, try to find local statistics. 

Also research your competitors to demonstrate how your app measures up against other solutions. What makes you different?

Study other app businesses in your industry, including their niche, branding, app functionality, audience size, pricing, marketing, and so on. 

Identify your strengths, weaknesses, opportunities, and threats ( SWOT ) to define where you stand in the market and against your competition. 

Demonstrating your strengths and opportunities shows potential investors why your app startup is a worthwhile investment.

And highlighting your weaknesses and threats shows investors that you know your limits and have a plan to overcome challenges you might face.

Your unique selling point (USP) is what differentiates your app and business from others in your industry. How is your app better than your competitors’?

Explain who you’ll do differently that will make people download your app instead of another, similar one. 

When considering how to write a business plan for your app startup, think about how you can prove to potential investors that you have a plan for promoting your business. 

You want to write a section that details your marketing strategy , including the following aspects:

Lay out your strategies for acquiring new customers, talking about each channel and tactic you plan on using to attract them. 

Try to estimate how much it will cost you to acquire one customer from each channel. For example, if you plan on using paid advertising, how much do you think you’ll need to spend on it?

It’s important to have numbers to show investors to give them an idea of how much money you might need.

Social media marketing is one of the most effective ways to promote a product these days. When developing your marketing plan, find out how many potential customers you could reach through platforms like Facebook, Instagram, TikTok, Twitter, and so on. 

Provide readers with details about what channel you believe will be most profitable and why. Remember, you want them to want to invest in you.

Include a reasonable estimate of how much it’ll cost to get your app startup up and running. Investors want to know where their money will go. 

Mention one-time costs, recurring charges, fixed costs, and any other expenses you think you’ll incur. Give an estimation of how much money you’ll need and why. 

This section explains how you’ll generate revenue from your app. The most common ways to monetise an app are: 

• In-app ads – your app is free for people to use, but other brands pay to advertise their solutions to your users. 
• Paid app – this is where users pay a small fee to download and use your app. 
• In-app purchases – here, you offer a basic version of your app for free and encourage people to pay for more features or other privileges.
• Subscription – you can charge monthly or annual fees for people to use your app. Netflix is an example of a subscription app. 

Knowing how to write a business plan for your app startup isn’t always easy. The idea is to prove that your idea is a worthwhile investment by demonstrating:

• Your knowledge about the market.
• Your understanding of your target audience.
• Why your app will succeed in the current market.
• That you’ve done your research to support your concept.

Once you’re done with your research and have written your business plan, remember to proofread it . Use writing tools like Grammarly to make sure your spelling, grammar and style are spotless.

Now that you have a better idea of how to write a business plan for your app startup, you’re one step closer to bringing your idea to life!

You can improve almost every aspect of your business with new technology, including your business bookkeeping. That’s why hundreds of app startups use Countingup to make their financial admin easier. 

Countingup is the business current account and accounting software in one app. Keep your money where you can see them, and your financial data easily accessible whenever you need it. 

• Counting Up on Facebook
• Counting Up on Twitter
• Counting Up on LinkedIn

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Free Download

Business Plan Template for Small Businesses

Business planning can feel complicated. it doesn't have to be. start putting pen to paper today with your free business plan template download..

Available formats:

Downloads: 939,540

Our free template includes:

• Fill-in-the-blanks simplicity

You don't need to be an expert. This template makes business planning easy.

All 100% free. We're here to help you succeed in business, no strings attached.

Why you need a business plan

Writing a business plan can seem like a big task, especially if you’re starting a business for the first time and don’t have a financial background. After all, business plans have changed over the years, and what lenders and investors expect now is different than it was even just 10 years ago.

What hasn’t changed is that writing a business plan will help you:

• Develop a strategy for success
• Reduce the risk of starting a business
• Explore new business ideas
• Attract investors and get funding

Learn more about how you can get value out of your business plan .

What is included in this business plan template?

This template includes definitions, guidance, and examples for every business plan component needed to start, fund, and grow your business.

After downloading the full template, you’ll receive instructions on how to fill out each of the following sections.

Executive summary

The brief summary of your business plan introduces everyone to your business, the problem you solve, and what you’re asking from your readers. It’s the first chapter of your business plan and the last thing you write once you have the details from your full plan.

Problem & solution

More than a simple description of your products and services – here you define the problem you’re solving and the value you provide. It’s also your chance to showcase any initial traction that shows you’re on the right track.

Market analysis and target market

A detailed assessment of the market you intend to enter, including the size and value of the market, potential customer segments, and their buying patterns.

Competition

Show that you know who your competitors are, what advantages you have, and how you’re positioning your business to be competitive.

Marketing & sales

Describe how you’ll reach and sell to potential customers with a detailed sales plan and chosen marketing channels.

What makes your business run? Outline the day-to-day workflows and what needs to be set up for your business to deliver a product or service.

Milestones & metrics

Set goals for your business that include the dates and people responsible for accomplishing them. This is what you’ll use to manage responsibilities, track growth, and execute your larger strategy.

Company overview and team

Provide a brief rundown of the legal and structural components of your company, including your history, current team, and gaps you need to fill.

Financial plan

Create well-structured and accurate financial statements to help you pitch to investors, land funding, and achieve long-term success. All without the help of a financial advisor or a degree in accounting.

While not required, this last section of your business plan is a great place to drop in additional documents that support and strengthen the rest of your plan.

How do you write a simple business plan?

If you’re exploring a business idea and don’t plan to pursue funding, then you actually don’t need to write a traditional business plan. Instead, opt for a one-page plan , which is far easier to create but just as effective.

To write a simple one-page business plan, follow the same core sections as a traditional plan. But instead of lengthy paragraphs and multiple pages covering each area of your business, stick with single sentences and bulleted lists.

If a one-page plan sounds like a better option, download our free simple business plan template to get started.

Start your business plan today

Whether you're writing a business plan to validate your business idea, secure funding, or grow your existing business – our template will help you achieve your goals.

Business plan template FAQ

What file formats are available for this business plan template?

You can download and use this business plan template as a Google Doc, .docx (Microsoft Word), or PDF.

Can you print out this template?

This is a printable business plan template that can be downloaded and printed no matter which format you choose.

Why should you start with a business plan template?

Starting with a good business plan template (like this one) includes everything you need to get started. It helps you organize your thoughts, and provides guidance, instructions, and examples to create an investor-ready and SBA-approved business plan format. It really speeds up the planning process. Oh, and it's 100% free!

Is writing a business plan easy?

Using a business plan template can make writing a business plan easier. Additionally, if you focus on just getting your information down quickly, with the expectation that you'll revisit and revise your plan, you can speed up and simplify the process .

Can someone write your business plan for you?

If you're still struggling to write your business plan even when using a template, you can look into hiring a professional business plan writer. We even have a free resource to help you ask just the right questions  to make sure you find the right plan writer.

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The 15 Best Digital Planners for 2024 (Free & Paid)

Digital planners enhance productivity by effectively organizing your day and streamlining your productivity workflows. Take notes, track meetings, set priorities, and quickly accomplish your goals with the online planners listed or these other recommended daily planner apps .

What Are The Best Digital Planners for 2024?

1. clickup digital planner.

Format: Online, digital, and mobile app

ClickUp is a project management tool that offers individuals, teams, and small organizations a wide range of premium task management tools without cost. Enjoy intuitive features designed for teams of any size to stay on pace, manage projects, and work together—all in one place with ClickUp's Free Forever plan .

Improve project visibility, get an overview of all your projects, identify blockers and bottlenecks, and communicate updates more efficiently with this all-in-one work solution. It also offers a variety of templates for various use cases and projects to help you get started on any project or task fast and easy.

• Create meeting notes or task lists and collaborate with your team using ClickUp Docs
• Write down ideas using ClickUp’s Notepad
• Schedule events and appointments with ClickUp's Daily Planner Template
• Connect and integrate with over 1,000 other work tools
• Access ClickUp via an iOS or Android mobile, your iPad, desktop, or through its web app
• Free Forever – Free
• Unlimited–$7/user/month
• Business–$12/user/month
• Enterprise–Available upon request

Get started with ClickUp today, no credit card required!

2. Passion Digital Planner

Format: Digital PDF

The Passion Planner has a printable paper version, but their digital planner consists of fun and simple planner PDF pages that you can download for free (requires an email address). Their options include a monthly undated planner PDF, daily layout with hours of the day for scheduling, extra to-do lists , and habit tracker. They also have free downloads for long-term planning, like a reflection sheet, self-care, calorie tracker and more. The Passion Planner is a well-known brand and their PDF template downloads are great if you want to experiment and try multiple formats of planners.

• Trusted name brand for paper planners
• Easy to try and experiment
• Free with an email address

Free Digital Planner PDF

3. Focus Course Digital Planner

Format: Digital PDF on iPad

This daily planner is an interactive way to plan out your day. With this planner you will be able to write out all your tasks and see how best to manage the time you have. This planner is a PDF you can use directly on your iPad. Write out your goals and see projects you can do throughout the different months.

• Daily habit tracker to hold yourself accountable and build good habits
• You can handwrite on it like you would on paper
• Weekly, monthly, and yearly calendar view
• Standard: $39
• Premium: $59

4. Planners Collective Ultimate Digital Planner

Compatible: tablets, mobile, desktop

This planner is a productivity tool and was the #1 Planner on Rolling Stones. It consists of many great features like habit and mood tracker, project tracker, to-do lists, gratitude planner, and much more. There are 8 planners to choose from, and many productivity pages to explore.

• Many hyperlinks for easier navigation
• Over 1500 stickers to customize planner

5. MyDailyPlanners

Format: Digital PDF on iOS

MyDailyPlanners consists of daily planning for everyday tasks and to-dos, weekly pages, and monthly pages. You can access the specific days in the weekly and monthly pages by clicking on the date. This planner is minimal for easy navigation and usage.

• Comes in 4 different languages for accessibility
• Project planner and meeting note templates

6. Monday.com

Monday.com is a digital planner software that provides users with an intuitive platform to plan and manage their workflows effectively. It is a flexible and customizable tool that allows you to build the perfect workflow to suit your business needs. By utilizing automations, you can integrate all your favorite apps and streamline your work management process. Monday.com enables communication across teams, making it easier to manage and track projects effectively. With its real-time data analysis, you get to make informed decisions about the progress of your business.

• Customizable and flexible workflow management
• Integration with multiple apps to streamline processes
• Team management features to help improve communication across teams
• Standard plan starting at $9 per month per user

7. TheDailyPlanners Business Digital Planner

Format : Digital PDF on iPad

This undated planner is great for continuous usage for many years. By just copying the different planner pages you will always be able to use them as many times as you wish. This business planner consists of daily, weekly, and monthly pages, as well as more focused pages like finances, trackers, and note pages.

• Undated so it stays modern and useable
• Clickable tabs to be able to navigate different pages in the planner

8. Digital Personal Planner

Format: Digital PDF on iPad or tablet

This personal planner can be used for organizing your everyday activities, work life, and more. It includes a habit tracker, monthly and daily planner, Eisenhower matrix, note-taking, and more. You can choose between your year preference, or you can pick an undated version. 

• Diverse selection of pages depending on your planner needs
• Use the hyperlinks to navigate through the planner
• Light and/or dark mode for comfort
• Standard: $24.99
• Bundle: $39.99

9. OnPlanners Digital Planners

This is resource site with tons of planning templates. It includes daily hourly planners, daily to-do list sheets, budget planners, meal planners...you name it, OnePlanners probably has a PDF planner template that you can use right away. The only drawback is that if you are truly looking for a digital planner, then this may not be the best option. Technically, a PDF is digital but lacks a lot of the customization that a responsive software program like Friday would offer. If you want a printable planner, then OnePlanners will work.

• Variety of options
• Highly customizable

10. Todoist Digital Planner

Todoist specializes in productivity software and creates tools that simplify and organize your workday. They are designers, engineers, and communicators united by a common goal, not a common location. Their online planner helps you regain clarity by placing tasks into Todoist, no matter where you are or what device you use.

“It's simple, easy and not difficult to learn. I actually like how keeping track of tasks seems like something that doesn't take much time and something that I actually enjoy doing. It has a clean UI and has collaboration tools to work in teams and let each other know what needs to be done.”— G2Crowd

• Easily organize and prioritize assignments
• Get a clear overview of all company tasks
• Use as a personal planner or for work
• Divide and conquer your daily tasks in shared projects

• Basic: Free digital planner
• Premium: $3/person /m 
• Business: $5/person /m  

Integrate Todoist into the Friday planner.

11. Any.do Digital Planner

Format: Online, digital, mobile app, tablet, watch software

Teams can plan their day in seconds with Any.do ’s daily planner app . Use this streamlining application to focus on meaningful action items that will deliver your goals. Any.do’s dashboard consists of your to-do list and calendar, allowing you to plan while staying on top of your agenda. Drag and drop tasks into your schedule to produce an efficient daily plan.

• Reschedule tasks, mark them as done or delete them completely.
• Prioritize tasks to save you hours of extra work and burden.
• Standard: Free digital & online planner
• Premium: $5.99/p /m

12. Google Calendar

Make the most of every day by utilizing Google Calender . Use it as a daily, weekly, or monthly planner. GCal provides multiple views of your day, week, and month prioritization, guest invites, online calendar and more. Safely backup data, so you don't lose your schedule if you lose your device.

"I’ve tried all kinds of available calendar apps, but this one is by far my favorite! I often tell my friends to drop their apps and opt for Google Calendar because I really think it is so much better than any other free-cal app out there." — Apple App Store Review

• Create events in a few taps with smart suggestions for event titles, people and places.
• Events from email are added to your Calendar
• Schedule View brings schedules to life and makes it easy to see what's ahead with images and maps.

• Free Integrate your Google Calendar into the Friday planner. Make a daily schedule using Google Sheets

13. Trello Digital Planner

Trello starts as a free project management solution that delivers a Kanban board approach. Use it with your agile or scrum project management methodologies or use it independently. Each task and set of tasks is then grouped on a board. Move your cards to different progress points, depending on the work that has been done and tasks that still need to be completed. A drawback to Trello is that it's mainly meant for teams, even though they have boards for personal planning, too.

Trello vs ClickUp: Which Tool is Better for Project Management?

• Built-in workflow automation.
• Convenient team playbook
• Syncs with all your devices
• Basic: Free
• Premium plan: $13.49 /month /per user
• Business plan: $30.49 /month /per user
• Enterprise plan: Available by quote

Integrate Trello with the Friday planner.

14. Asana Digital Planner

Asana is a team collaboration tool for people who prefer to mix approaches to tasks and choose to implement their tasks in a list view. With Asana, you can assign team members to cards (within a project board) or to-dos (within a project list). You can add attachments, labels, subtasks, descriptions, and comments.

You can also mark certain tasks as milestones, define dependencies between tasks, and track your tasks' deadlines in a calendar view.

• Keep track of all tasks and projects.
• Share information with the necessary individuals/groups.
• Report on work, all in one central place.

• Starter: $13.49/person /m 
• Premium: $30.49/person /m 

Integrate Asana with the Friday planner.

15. Notion Digital Planner

Notion serves as a workspace for notes, docs, wikis, projects and collaboration. Use it on your own, with your team, or as an entire company. Get started for free, then add your whole team. Notion’s daily planner template includes all kinds of planning in Notion from a Notion daily calendar to a Notion Daily Journal. 

“Notion helps us keep track of the 30+ design projects we have going at once. We can click into any of them to get the full lay of the land right away.” — Justin Watt Director of Operations, Metalab

• Great for securing company information all in one place
• Embed youtube videos and attach files up to 5MB if you are a free user. 
• Easily write essays in blocks and arrange them in order in a way you like.
• Free : For personal use & individuals
• Personal Pro: $4 /person per month
• Team: $8 /person per month

How To Pick the Best Digital Planner for You

How do you determine the perfect planner for you? That depends on whether you need to track assigned tasks, quarterly goals, timesheets, or streamline automation; remember, the possibilities are almost endless. 

It’s important to think about the features and what outcomes they should help drive.

We’d strongly encourage you to answer the following questions as you decide on what digital planning app makes the most sense for you and how you want to use a planner at work .

• Does the digital planner show meetings and important tasks in one place? Any planner app should merge calendar events and tasks into a single view (like an analog/traditional planner does)
• Does the planner integrate with existing tools? If you already use project management software, the planner needs to pull work out of those systems.
• Does the digital planner complement existing tools? You don’t need another calendar app. You don’t need another project management tool. You need a way to roadmap your day and finish with a feeling of accomplishment.
• Is the planner available on multiple platforms and devices? Is a mobile app available? Does the team regularly update the product? Is it easy to chat with support?
• Does the digital planner drive regular reflection and continuous improvement? Can you see how you are allocating your time on a regular basis? Does the tool help you have more successful days? These are a few of the ideas that you could include in your planner that may help you evaluate the right one for you.

Digital Planner FAQs

Get your questions about online & digital planners answered.

What does a digital planner do?

Should i use a digital planner, how do i make a digital planner, is there a digital planner that syncs with google calendar, is a paper planner better than digital, should you switch to a digital planner, why use a digital or online planner, the home for your company, clickup is the easiest way to stay in sync with your distributed team. meetings are optional..

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11 migliori siti di modelli di business plan in Word (2024) [GRATUITI]

1. introduzione.

Il panorama imprenditoriale odierno è estremamente competitivo e coinvolgente. Grandi aziende, piccole imprese e starAnche i t-up devono presentare piani aziendali chiari, approfonditi e convincenti per convincere investitori, partner e parti interessate della loro visione e fattibilità. È qui che entrano in gioco i siti modello di business plan Word.

1.1 Importanza del sito modello di business plan in Word

Meglio caratterizzato come una tabella di marcia dettagliata verso il successo, un piano aziendale delinea gli obiettivi, le strategie, i piani finanziari e di marketing di un'azienda e fornisce proiezioni e previsioni dettagliate. Tuttavia, la creazione di un business plan da zero può richiedere molto tempo e, a volte, essere travolgente. È qui che i siti modello di business plan Word possono essere immensamente utili.

Questi siti offrono una vasta gamma di modelli di business plan adatti a diversi settori, dimensioni aziendali ed esigenze specifiche. Questi modelli forniscono un layout strutturato, garantendo che gli aspetti essenziali non vengano trascurati e che il piano sia completo e visivamente accattivante. Questi modelli sono progettati in modo tale che la promozione di una comunicazione chiara e professionale degli obiettivi e delle strategie dell'azienda diventi semplice. Il formato Word rende questi modelli facilmente modificabili, personalizzabili e accessibili per tuttiost tutti.

1.2 Obiettivi di questo Confronto

Questo confronto mira a offrire uno sguardo approfondito a vari siti di modelli di business plan Word, sottolineandone i punti di forza e di debolezza. Ogni sito verrà valutato in base alla varietà, qualità e facilità d'uso dei propri modelli. L'obiettivo è fornire al lettore le informazioni necessarie, facilitando decisioni informate su quale sito soddisfa meglio le sue esigenze e preferenze specifiche.

1.3 Riparare documenti Word

Abbiamo anche bisogno di un buon strumento per riparare documenti Word . DataNumen Word Repair è una scelta perfetta:

2. Modello di piano aziendale Microsoft

I modelli di piano aziendale Microsoft sono forniti dal colosso tecnologico Microsoft, leader di mercato negli strumenti e software per ufficio. La selezione di modelli di piano aziendale è disponibile sul sito Web dei modelli di Microsoft. Questi modelli costituiscono piani aziendali preformattati progettati in MS Word per rendere più gestibile il processo di pianificazione aziendale. Si rivolgono ad una vasta gamma di settori, da startups alle aziende affermate.

• Vasta varietà: Microsoft offre un vasto assortimento di modelli di business plan. Questi coprono vari settori, rendendo più facile per le aziende trovare un modello adatto alle loro esigenze specifiche.
• Facile accessibilità: Essendo prodotti Microsoft, questi modelli sono facilmente accessibili e utilizzabili da chiunque disponga del software MS Word. Non sono necessari download o installazioni aggiuntivi.
• Di facile utilizzo: I modelli Microsoft mantengono un elevato grado di facilità d'uso. Garantiscono facilità di modifica, personalizzazione e riempimento, semplificando ulteriormente il processo di pianificazione.
• Design professionale: I layout sono progettati professionalmente per creare piani aziendali sofisticati e pronti per gli investitori. La leggibilità e l'aspetto estetico sono ben curati.
• Generico: Sebbene Microsoft offra una vasta gamma di modelli, questi possono essere alquanto generici. Alcune aziende potrebbero trovarli privi di dettagli specializzati e specifici del settore.
• Personalizzazione limitata: Sebbene i modelli possano essere personalizzati, le opzioni di personalizzazione all'interno del formato Word potrebbero essere limitate, a differenza di alcuni strumenti o software di pianificazione specializzati.
• Nessuna guida aggiuntiva: I modelli non vengono forniti con ulteriori consigli strategici, strumenti di previsione finanziaria o indicazioni. Gli utenti devono fare affidamento sulle proprie conoscenze e risorse per completare il piano.

3. Modelli di piani aziendali semplici Smartsheet

Smartsheet è una piattaforma di esecuzione del lavoro specializzata nel lavoro collaborativo e nella gestione delle attività. Offrono semplici modelli di business plan come parte della loro vasta libreria di modellirarsì. I modelli mirano a semplificare il processo di pianificazione aziendale fornendo layout strutturati, diretti e facili da usare. Sono particolarmente utili per start-up o piccole imprese che necessitano di mettere insieme un piano aziendale di base chiaro in modo efficiente e rapido.

• Semplicità: Smartsheet sottolinea la semplicità e la facilità d'uso. I layout sono semplici e non coinvolgono elementi estranei, consentendo agli utenti di concentrarsi sui contenuti.
• Funzionalità di collaborazione: La piattaforma facilita la collaborazione in tempo reale, una funzionalità che si rivela utile quando si creano piani aziendali che richiedono input da più membri del team.
• Flessibilità: I modelli Smartsheet possono essere utilizzati in diversi settori, rendendolo uno strumento efficace per vari tipi di attività.
• Integrazione: Smartsheet si integra bene con varie altre app di lavoro, come Google Drive, Dropbox, rendendo il processo più snello ed efficiente.
• Richiede un abbonamento: L'accesso ai modelli di piano aziendale di Smartsheet richiede un abbonamento alla piattaforma, rendendolo potenzialmente un servizio costla scelta ideale per le piccole imprese o le impresetartups.
• Opzioni di progettazione limitate: L'attenzione alla semplicità può limitare l'attrattiva del design dei modelli. Gli utenti potrebbero dover scendere a compromessi sull'estetica per la funzionalità.
• Curva di apprendimento relativamente più ripida: Smartsheet potrebbe avere una curva di apprendimento più ripida per gli utenti alle prime armi, in particolare quando si tenta di esplorare le sue capacità di collaborazione e integrazione più avanzate.

4. Piani aziendali HubSpot | Modelli di parole ed esempi

I modelli e gli esempi di piani aziendali di HubSpot rappresentano una raccolta di modelli Word ben strutturati e facili da usare per la pianificazione aziendale. HubSpot, noto per i suoi software di marketing, vendite e servizio clienti, offre questi modelli per aiutare le aziende a creare piani aziendali robusti e formattati in modo professionale.

• Risorsa gratuita: A differenza di altri centri modelli, le risorse del piano aziendale di HubSpot sono completamente gratuite, rendendolo acost-scelta efficace per startup e piccole imprese.
• Di facile utilizzo: I modelli sono progettati in modo intuitivo, garantendo che anche chi non ha una vasta esperienza di pianificazione aziendale possa utilizzarli in modo efficiente.
• Complementitary Esempi: HubSpot fornisce esempi insieme a modelli, fungendo da guida utile per le aziende mentre affrontano il processo di pianificazione.
• Guida inclusa: I modelli sono dotati di domande e suggerimenti guida, che forniscono ulteriore assistenza alle aziende durante il processo di pianificazione.
• Requisito delle informazioni personali: Per accedere ai modelli e agli esempi gratuiti, gli utenti devono fornire a HubSpot i propri dettagli di contatto, cosa che alcuni potrebbero trovare scoraggiante.
• Dipendente dalla parola: Poiché si tratta di modelli Word, la completa flessibilità nella progettazione e nella formattazione potrebbe essere limitata dalle funzionalità di MS Word.
• Raggio limitato: La varietà di modelli di HubSpot è alquanto limitata rispetto ad altre piattaforme, limitando potenzialmente le scelte per settori specializzati o esigenze uniche.

5. Modello di piano aziendale Template.Net

Template.net è una fonte completa di modelli per varie esigenze aziendali e, in questa vasta raccolta, i modelli di business plan occupano un posto di rilievo. Offrono modelli adatti a diversi tipi di attività, da start-up per aziende affermate, assicurandoti che chiunque tu sia e qualunque cosa tu faccia, troverai un modello che rispecchia le tue esigenze.

• Gamma e varietà: Template.net offre una gamma straordinariamente ampia di modelli di business plan. Diversi modelli di business in vari settori di mercato dovrebbero trovare le loro esigenze soddisfatte in questa piattaforma.
• Modificabile e personalizzabile: I modelli sono progettati per essere flessibili, con la possibilità di essere modificati e personalizzati per soddisfare esigenze in evoluzione.
• Risorse aggiuntive: Template.net fornisce inoltre risorse aggiuntive, suggerimenti e guide, contribuendo ad approfondimenti più approfonditi e ad una migliore creazione dei piani.
• Propone supporto multilingue: La piattaforma fornisce supporto multilingue, una struttura utile per le aziende globali o che non parlano inglese.
• Abbonamento richiesto: Sebbene siano disponibili alcuni modelli gratuiti, la maggior parte richiede un abbonamento per accedervi. Questa spesa potrebbe scoraggiare alcune attività, in particolare start-up ed entità più piccole.
• Scelte travolgenti: L’ampia gamma potrebbe potenzialmente essere travolgente per gli utenti che preferiscono opzioni più semplici e meno confuse.
• Modelli condivisi: L’uso diffuso di questi modelli potrebbe portare a piani aziendali simili a quelli di molti altri, riducendo potenzialmente la posizione unica di un’azienda.

6. Modello di piano aziendale Vertex42

Vertex42 offre una raccolta di modelli Word gratuiti, incluso un utile modello di piano aziendale. L'azienda, fornitrice di strumenti aziendali e per consumatori, ha progettato questo modello tenendo conto delle diverse esigenze dei suoi utenti mente . Ha lo scopo di supportare le aziende nella compilazione dei dati rilevanti ed essenziali per presentare un piano aziendale convincente e completo.

• Libero da Cost: A differenza di alcuni dei suoi omologhi, il modello di piano aziendale di Vertex42 è completamente gratuito, rendendolo un'ottima opzione per le piccole imprese o aziende.tartups che operano con un budget limitato.
• Design semplice: Il design semplice e senza fronzoli del modello garantisce che l'attenzione venga mantenuta sul contenuto, senza abbellimenti che distraggono.
• Guida completa: Il modello Vertex42 fornisce indicazioni e suggerimenti aggiuntivi per ciascuna sezione del piano aziendale, consentendo agli utenti di coprire più facilmente tutte le aree essenziali in modo completo.
• Modelli finanziari: Vertex42 offre anche diversi modelli Excel gratuiti per proiezioni finanziarie, migliorando ulteriormente la sua utilità nella pianificazione aziendale.
• Personalizzazione limitata: Il design e il formato del modello sono relativamente rigidi e offrono possibilità limitate per la personalizzazione visiva o il marchio personale.
• Design generico: Sebbene il modello sia funzionale, è abbastanza generico e non soddisfa determinati settori o requisiti di nicchia.
• Modello singolo: Vertex42 offre prevalentemente un unico modello di piano aziendale piuttosto che una gamma di opzioni. Questa assenza di varietà potrebbe allontanare le aziende alla ricerca di soluzioni più specializzate.

7. Modello di piano aziendale SCORE

SCORE è un'organizzazione senza scopo di lucro che fornisce tutoraggio, workshop e risorse educative ad aspiranti imprenditori e piccole imprese. I loro modelli di piano aziendale sono progettati per essere guide complete, aiutando le aziende ad articolare chiaramente i propri obiettivi e strategie e sono ideali sia per le aziendetartup e aziende in crescita che desiderano mettere a punto i propri piani.

• Risorsa gratuita: I modelli di business plan di SCORE sono disponibili gratuitamente e si rivelano uno strumento vantaggioso per le aziende attente al budget.
• Guida aziendale estesa: Oltre ai modelli, SCORE fornisce indicazioni dettagliate e materiale di risorse relativo a ciascuna sezione del piano aziendale.
• Accesso alle competenze: SCORE è supportato da mentori aziendali esperti che forniscono la loro esperienza e consulenza alle piccole imprese, una funzionalità che integra l'efficacia dei loro modelli.
• Formato semplice: Il modello SCORE mantiene un formato semplice e di facile comprensione, rendendolo accessibile agli utenti con vari gradi di esperienza nella pianificazione aziendale.
• Approccio generico: Il modello di business plan di SCORE tende ad essere piuttosto generico e potrebbe non adattarsi bene alle aziende con requisiti unici e specifici del settore.
• Opzioni di progettazione limitate: Il modello offre opzioni limitate per la personalizzazione, sia in termini di estetica visiva che di layout generale. Le aziende che mirano a un aspetto distinto potrebbero trovare questo limite.
• Informazioni schiaccianti: Sebbene la ricchezza di risorse aggiuntive possa essere utile, alcuni utenti potrebbero trovare schiacciante il volume delle informazioni.

8. Modelli per ufficio Modelli di piani personali e aziendali online in MS Word

Office Templates Online offre una raccolta di modelli gratuiti di piani personali e aziendali compatibili con MS Word. Il sito Web mira a fornire una risorsa semplice per privati ​​e aziende che cercano modelli facili da usare per le loro varie esigenze, compreso lo sviluppo di un piano aziendale.

• no cost: La piattaforma offre modelli gratuiti, rendendoli accessibili indipendentemente dai vincoli di budget.
• Facile da usare: I modelli sono stati progettati pensando alla semplicità, consentendo modifiche e riempimenti rapidi. Gli utenti non necessitano di competenze tecniche avanzate per realizzare il most di loro.
• Vasta gamma: La piattaforma fornisce un'ampia varietà di modelli, consentendo di selezionare quello più adatto alle esigenze specifiche.
• Design minimalista: I modelli mantengono un design pulito e minimalista che si concentra sul contenuto piuttosto che sugli abbellimenti visivi. Questo li rende semplici e facili da navigare.
• Personalizzazione limitata: Le opzioni di design e formattazione possono essere alquanto limitate, limitando gli utenti che desiderano aggiungere un tocco personale ai propri piani aziendali.
• Nessun supporto aggiuntivo: Office Templates Online fornisce i modelli, ma gli utenti non ricevono ulteriore supporto personalizzato, guida o risorse per aiutarli durante il processo di pianificazione.
• Formato generico: I modelli di business plan della piattaforma tendono a un formato generico, che potrebbe non essere sufficiente per le aziende con esigenze specifiche o complesse.

9. Modello di piano aziendale Wenta

Come parte della loro suite di risorse aziendali, Wenta, un'agenzia senza scopo di lucro che supporta la crescita aziendale, offre un modello di piano aziendale completo. Questo modello è progettato in modo complesso con l'obiettivo di aiutare entrambitartups e le imprese esistenti nella preparazione di un piano aziendale avvincente senza perdere elementi cruciali.

• Accesso libero: Come molte delle risorse Wenta, il modello del piano aziendale viene fornito gratuitamente, rendendolo una risorsa preziosa soprattutto per le aziende.tartups con un budget limitato.
• Struttura completa: Il modello Wenta è progettato per essere completo, garantendo che le aree chiave del piano aziendale siano ampiamente coperte.
• Risorse aggiuntive: Wenta offre numerose risorse correlate, articoli utili e consigli, che integrano l'efficacia del modello stesso.
• Supporto utente: Nell'ambito del proprio impegno ad aiutare le piccole imprese, Wenta fornisce ulteriore supporto e guida ai propri utenti.
• Registrazione richiesta: Per accedere al modello del piano aziendale, gli utenti devono registrare un account sul sito Web di Wenta, il che potrebbe rappresentare un deterrente per alcuni.
• Personalizzazione limitata: Come most altri modelli Word, il grado di personalizzazione disponibile potrebbe non essere in grado di soddisfare le esigenze delle aziende che necessitano di un layout altamente personalizzato.
• Nessun modello specifico del settore: Il modello è piuttosto generico, il che lo rende potenzialmente meno adatto a determinate considerazioni specifiche del settore.

10. Modello di piano aziendale Bplans per le piccole imprese

Bplans, un sito di risorse che offre ahost di risorse gratuite di pianificazione aziendale, fornisce un modello di piano aziendale specializzato per le piccole imprese. Bplans è un prodotto di Palo Alto Software, un'azienda rinomata per i suoi software di pianificazione e gestione aziendale. Il modello è progettato con l'obiettivo di semplificare il complesso processo di pianificazione aziendale fornendo una struttura e uno schema chiari.

• Progettato per le piccole imprese: Il modello è stato progettato specificamente pensando alle esigenze delle piccole imprese, rendendolo eccellente per questo gruppo demografico.
• Accesso libero: Bplans offre il suo modello di piano aziendale gratuitamente, aumentandone l'attrattiva per le piccole imprese sensibili al budget.
• Complementitary Risorse: Oltre al modello, Bplans fornisce numerosi articoli, guide e risorse gratuiti per aiutare le piccole imprese ad affrontare le sfide di pianificazione e gestione.
• Esperienza e Competenza: Il modello è supportato dalla competenza e dall'esperienza di Palo Alto Software, garantendo un prodotto in grado di comprendere le complessità della pianificazione aziendale.

10.2 Contro

• Personalizzazione limitata: Nonostante sia facile da usare, il design del modello offre un margine limitato di personalizzazione, il che potrebbe rappresentare un vincolo per le aziende che desiderano aggiungere un tocco unico ai propri piani.
• Messa a fuoco ristretta: L'attenzione del modello alle piccole imprese potrebbe escludere le imprese più grandi o quelle con esigenze più specifiche.
• Richiede informazioni personali: Per scaricare il modello, gli utenti sono tenuti a fornire informazioni personali. Questa potrebbe essere una preoccupazione per coloro che tengono molto alla propria privacy.

11. Piani aziendali TEMPLOOLA

TEMPLOOLA offre una selezione di modelli di business plan ben strutturati progettati per soddisfare un'ampia varietà di esigenze aziendali. Particolarmente focalizzati su design professionali e sofisticati, questi modelli si rivolgono a un ampio spettro di aziende da startups alle aziende affermate.

• Design eleganti e professionali: I modelli TEMPLOOLA sono visivamente accattivanti e presentano design eleganti e professionali. Questo li rende ideali per le aziende che desiderano fare una forte impressione.
• Facile da usare: I modelli non sono solo visivamente accattivanti ma anche semplici da usare. Sono progettati in Word, rendendoli facilmente accessibili per most utenti.
• Versatile: I modelli TEMPLOOLA non sono specifici del settore e sono quindi versatili e si rivolgono a una moltitudine di attività diverse.
• Download immediato: I modelli sono disponibili per il download immediato post-acquisto, garantendo agli utenti di poter lavorare sul proprio piano aziendale senza ritardi.

11.2 Contro

• Cost: A differenza di molti altri fornitori, i modelli di business plan di TEMPLOOLA hanno un costo acost, rendendoli potenzialmente un'opzione meno attraente per le aziende attente al budget.
• Registrazione richiesta: Per accedere ai modelli, gli utenti devono creare un account su TEMPLOOLA, un passaggio che alcuni potrebbero trovare fastidioso.
• Mancanza di risorse aggiuntive: TEMPLOOLA fornisce modelli, ma non dispone di risorse aggiuntive, guide o suggerimenti per facilitare il processo di pianificazione aziendale.

12. Modello di business plan di Wise Business Plan in Word

Wise Business Plans fornisce un modello di piano aziendale semplice e diretto in formato Word. Essendo un'azienda che offre piani aziendali scritti su misura, il loro modello Word gratuito mira a fornire una solida base per le aziende che desiderano redigere il proprio piano iniziale.

• Accesso libero: Il modello è completamente gratuito, il che lo rende un'ottima risorsa per gli utenti attenti al budgettartup o piccole imprese.
• Formato professionale: Wise Business Plans, essendo una società dedicata alla stesura di piani aziendali, garantisce che il loro modello mantenga un formato professionale che copra tutte le parti essenziali di un piano aziendale.
• Supportato dalla competenza: Il modello è supportato dal team di esperti di business plan di Wise, garantendo che sia in linea con gli standard e le aspettative professionali.
• Semplice: Progettato per essere semplice e facile da usare, il modello di Wise è l'ideale per coloro che desiderano un piano aziendale semplice ma completo.

12.2 Contro

• Formato generico: Il modello mantiene un formato generico che potrebbe non soddisfare adeguatamente le aziende di determinati settori specializzati.
• Opzioni di progettazione limitate: Nel modello sono presenti opzioni di progettazione limitate; chi cerca un design visivamente accattivante o altamente personalizzato potrebbe trovarlo restrittivo.
• Nessuna risorsa aggiuntiva: Wise non fornisce altre risorse o guide per assistere nel processo di pianificazione aziendale. Gli utenti devono fare affidamento sulla propria esperienza per completare il piano.

13. Riassunto

13.1 tabella comparativa complessiva, 13.2 sito modello consigliato in base alle varie esigenze.

Se l'accesso gratuito è una priorità, il modello di piano aziendale Microsoft e i piani aziendali HubSpot forniscono modelli completi e intuitivi senza costi aggiuntivi.ost. Per coloro che cercano una guida e risorse complete, SCORE potrebbe essere la soluzione miglioreost adatto. Le aziende alla ricerca di una piattaforma con un'estetica di design avanzata potrebbero prendere in considerazione TEMPLOOLA. Per i team che desiderano funzionalità collaborative, Smartsheet sarebbe una scelta appropriata.

14. CONCLUSIONE

14.1 considerazioni finali e suggerimenti per la scelta di un sito per modelli di business plan word.

Selezionare il sito modello di business plan Word giusto non è una decisione da prendere affrettatamente. Prenditi il ​​tuo tempo per valutare le tue esigenze aziendali, considera il tuo budget ed esamina le risorse aggiuntive o il supporto fornito dalla piattaforma. Tieni presente che, sebbene l'estetica sia importante, il contenuto facilitato da questi modelli è in definitiva ciò che influenzerà i tuoi stakeholder. Pertanto, concentrati sulla scelta di una piattaforma che ti aiuti ad articolare i tuoi obiettivi, strategie e piano finanziario in modo efficace e completo. Soprattutto, ricorda che un business plan non è uno sforzo una tantum; è un documento vivo che dovrebbe evolversi insieme alla tua azienda. Scegli quindi una piattaforma flessibile che possa adattarsi a te.

Introduzione dell'autore:

Vera Chen è un'esperta di recupero dati in DataNumen, che fornisce una vasta gamma di prodotti, incluso un potente OST al convertitore di file PST .

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ESEMPI DI BUSINESS PLAN GIÀ FATTI GRATIS

Guarda gli esempi di business plan già fatti gratis realizzati da Bsness.com per tutte le principali attività.

Bsness.com ha realizzato oltre 200 software specifici per fare da solo il business plan in modo semplice e rapido, anche senza essere un esperto .

Ogni software include l’ esempio di business plan completo , realizzato da esperti del settore italiani, sul quale potrai direttamente lavorare.

Ad ogni modifica, l’intero lavoro si aggiornerà in modo automatico, sia nella parte numerica che nel documento , permettendoti così di avere sempre a disposizione il business plan completo e coerente.

I nostri software sono il tuo migliore alleato per la richiesta di un finanziamento , per pianificare la tua impresa e per ottenere agevolazioni e contributo a fondo perduto.

Contenuti dell'articolo

Startup innovativa

Bar caffetteria

Street food mobile

Sviluppo software

Resto al sud campeggio

Centro estetico

Azienda agricola

Impresa edile

Agriturismo

Agenzia immobiliare

Affittacamere

Consulente finanziario

Bed and breakfast

Campi da padel

Operazione immobiliare

Case vacanza

Parrucchiere

Azienda vinicola

Pasticceria

Parafarmacia

ELENCO SOFTWARE BUSINESS PLAN SPECIFICI E MODULI INVITALIA

Tutti i software business plan includono un esempio completo, piano economico e finanziario , documento di business plan, due scenari , manuale, 10 giorni di assistenza tecnica e sono adatti sia alle start-up che alle imprese funzionanti.

prodotto ottimo e completo

Bel programma che ci ha supportati in tutta la fase di creazione del nostro progetto di apertura della creperia e ci ha permesso di ottenere agevolmente un prestito dal consorzio fidi.

Ho avuto un'ottima esperienza con questa azienda, molto seria sia in fase di informazioni pre-acquisto che di assistenza nell'utilizzo del programma.

MODULI INVITALIA

Resto al sud  –   Imprenditoria femminile  –  Smart&Start  –   Fondo imprese creative  –   Nuove imprese tasso zero 

Fri-tur 2023  –  Selfiemployment  

SERVIZI DI CONSULENZA

Business plan personalizzato  –  Business plan on demand   –  Check-up business plan   –  Rinnovo assistenza 30 gg

Consulenza redazione B.P.

ELENCO COMPLETO SOFTWARE BUSINESS PLAN SPECIFICI CON UN ESEMPIO COMPLETO INCLUSO

Accompagnatore turistico

Agente di commercio

Agenzia di marketing

Agenzia di pubbliche relazioni

Agenzia investigativa

Agenzia matrimoniale

Agenzia per il lavoro

Agenzia pratiche auto

Agenzia recupero crediti

Agenzia viaggi

Alga spirulina

Allevamento capre

Allevamento lumache

Allevamento polli

Amministratore di condominio

Area sosta camper

Assistenza domiciliare

Autodemolitore

Autolavaggio

Autonoleggio

Autorimessa

Autotrasporti

Autosoccorso

Azienda Vinicola

Azienda vitivinicola

Baby parking

Broker assicurativo

Calzaturificio

Call center

Cantina vinicola

Carrozzeria

Casa di cura

Casa di riposo

Casa editrice

Centro abbronzatura

Centro benessere

Centro elaborazione dati

Centro estivo

Centro ippico

Centro ludico

Centro massaggi

Centro revisioni auto

Centro sportivo

Charter Nautico

Centro Yoga

Cioccolateria

Clinica dentale

Clinica privata

Coltivazione lavanda

Commercialista

Commercio ambulante

Consulente aziendale

Consulente del lavoro

Cuoco a domicilio

Dark Kitchen

Deposito merci conto terzi

Distributori automatici

Disinfestazioni

Edizioni musicali

Elettricista

Erboristeria

Falegnameria

Fashion designer

Fattoria didattica

Film production

Fisioterapista

Galleria d’arte

Gastronomia

Gioielleria

Hamburgeria

Imbianchino

Impresa immobiliare

Impresa di pulizie

Impresa di sanificazione

Ingrosso ortofrutta

Ingrosso pesce

Ingrosso telefonia

Laboratorio odontotecnico

Lavanderia a gettoni

Lavanderia tradizionale

Microbirrificio

Mobilificio

Movimento terra conto terzi

Nail center

Negozio di abbigliamento

Negozio di alimentari

Negozio di animali

Negozio di antiquariato

Negozio di arredamento

Negozio di articoli da regalo

Negozio di articoli per la casa

Negozio di articoli sportivi

Negozio di articoli vintage

Negozio di biciclette

Negozio di borse

Negozio di caccia e pesca

Negozio di dischi e cassette

Negozio di elettrodomestici

Negozio di fiori

Negozio di frutta e verdura

Negozio di informatica

Negozio di intimo e lingerie

Negozio di macchine da caffè

Negozio di nautica

Negozio di ottica

Negozio di scarpe

Negozio di souvenir

Negozio di surgelati

Negozio di telefonia

Negozio di sigarette elettroniche

Noleggio barche

Noleggio biciclette

Noleggio camper

Noleggio con conducente

Noleggio moto

Noleggio vestiti

Nutrizionista

Odontotecnico

Officina meccanica (no auto)

Organizzazione eventi

Parco divertimenti

Pasta fresca

Pensione per animali

Pizzeria al taglio

Pizzeria da asporto

Poliambulatorio

Pratiche auto

Produzione abbigliamento

Produzione cosmetici

Produzione costumi da bagno

Produzione infissi

Produzione marmellate

Produzione uova

Produzioni alimentari

Produzioni cinematografiche

Produzione valigie

Rifugio alpino

Rosticceria

Sala giochi

Sala scommesse

Scuola di ballo

Scuola di cucina

Scuola di formazione

Scuola di lingue

Scuola di musica

Scuola di sci

Società di consulenza

Stabilimento balneare

Start-up innovativa

Street food

Supermercato

Tabaccheria

Tour operator

Trasporti marittimi

Trasporto merci

Vigilanza privata

Villaggio turistico

PERCHÈ SCEGLIERE I SOFTWARE BUSINESS PLAN SPECIFICI DI BSNESS.COM

Fare il business plan senza essere un esperto.

Ora puoi fare da solo il business plan per la tua impresa, nuova o già funzionante , in modo semplice e rapido anche senza essere un esperto.

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Hai a disposizione oltre 200 software con un template di business plan in italiano completo, già fatto dai nostri professionisti, per tutte le principali attività.

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È la soluzione ideale per fare in poco tempo il business plan che ti chiede la banca quando chiedi un prestito.

COMPATIBILI CON I BANDI DI INVITALIA

Puoi utilizzare i nostri software specifici per accedere ai finanziamenti a tasso zero e alle agevolazioni a fondo perduto di Invitalia .

Abbiamo creato quattro moduli per riclassificare automaticamente i dati economici e finanziari dei nostri business plan secondo gli schemi previsti dai piani d’impresa dei bandi Invitalia :

• RESTO AL SUD
• ON – OLTRE NUOVE IMPRESE A TASSO ZERO
• SMART&START
• SELFIEMPLOYMENT

UN ESEMPIO DI BUSINESS PLAN SU CUI LAVORARE

Nel software è precaricato un esempio completo di business plan , già realizzato per un caso reale.

Potrai modificare direttamente l’esempio nelle seguenti sezioni :

• Dati aziendali , capitale sociale e agevolazioni;
• Investimenti , modificando descrizioni, date ed importi;
• Importo, tasso e durata dei mutui e finanziamenti ;
• I tuoi prodotti, prezzi di vendita e costi di acquisto;
• Volumi di produzione e vendita;
• Costi variabili di produzione di beni e servizi;
• Costi fissi e personale dipendente …

e sia la parte numerica che il documento di business plan si aggiorneranno automaticamente .

In questo modo potrai procedere in sicurezza senza fare errori e risparmierai molto tempo ottenendo un risultato professionale .

L’UNICO SOFTWARE DAVVERO COMPLETO

Non troverai altri software specifici per fare il business plan di ogni singola attività e che includano:

• il budget economico e finanziario;
• il documento di business plan interattivo e già compilato in ogni sua parte;
• due scenari alternativi coi quali potrai fare ogni tipo di simulazione per stabilire prezzi, investimenti e fare scelte di impresa corrette e razionali.
• l’ analisi di bilancio con oltre 30 indici e i bilanci riclassificati;
• l’ analisi SWOT ,il Business model Canvas e il piano di marketing ;
• Gestione IVA, riserve e conferienti;
• la stampa analitica di tutte le tabelle, grafici e bilanci ottenuti nel budget.

2 SCENARI ALTERNATIVI PER L’ANALISI DEI RISCHI

Un’altra funzione che troverai solo nei nostri software è quella degli scenari alternativi totalmente automatici.

Potrai variare fino a nove parametri per fare ogni tipo di simulazione e:

• stabilire il prezzo migliore per i tuoi prodotti;
• calibrare gli investimenti e le spese per il personale;
• vedere come varia l’utile al variare dei volumi di produzione e vendita;
• verificare la liquidità ed il fabbisogno finanziario al variare dei 9 parametri ecc.

I risultati degli scenari saranno poi riportati anche nel documento di business plan.

COME FARE IL PIANO ECONOMICO E FINANZIARIO CON I NOSTRI SOFTWARE SPECIFICI

Vediamo ora gli 8 passi per la verifica e l’eventuale modifica dei valori dell’esempio di business plan precaricato in ognuno dei nostri software specifici.

Il lavoro è reso ancora più facile ed intuitivo dal fatto che il budget è interamente costruito con excel che è uno strumento potento, semplice e ben conosciuto dalla maggior parte degli utenti.

Ad ogni variazione apportata, il programma ricalcolerà ogni dato e aggiornerà l’intero lavoro, incluso il documento di business plan che vedremo in seguito

1) DATI DELL’IMPRESA, CAPITALE SOCIALE E AGEVOLAZIONI

Questa è la prima sezione nella quale vengono inseriti i dati dell’impresa e del capitale sociale con tutti i dati delle sottoscrizioni, aumenti di capitale e dei versamenti.

Inoltre abbiamo inserito i dati delle agevolazioni a fondo perduto richieste con i dati di erogazione ed il numero di anni nei quali verrà spalmato il ricavo di competenza.

Il software gestisce sia le agevolazioni in conto capitale che quelle in conto esecizio ed ogni dato già inserito in questo primo step può essere facilmente e velocemente variato, integrato o cancellato.

Come anticipato, ad ogni variazione, il programma ricalcola tutto e va ad aggiornare il bilancio e tutte le altre tabelle intermedie. 

2) GLI INVESTIMENTI E I RELATIVI AMMORTAMENTI

Qui troverai tutti gli investimenti tipici di ogni attività, ognuno con il corretto coefficiente di ammortamento previsto dalle tabelle ministariali per la specifica attività.

Il software gestisce fino a 25 categorie di beni strumentali materiali, immateriali o finanziarie e ne calcola le quote di ammortamento.

Ricordati di indicare, nella colonna “TIPO”, la tipologia di bene strumentale come spiegato nella nota che si aprirà passando sopra al corrispondente triangolino rosso (materiale, immateriale, finanziaria ecc).

Se hai in programma di sostenere ulteriori investimenti potrai facilmente aggiungerli oppure potrai modificare la descrizione, l’importo o la data di acquisto di quelli esistenti.

Il software calcolerà immediatamente le corrette quote di ammortamento e potrai passare velocemente alla fase successiva.  

3) MUTUI, PRESTITI E FINANZIAMENTI

Tutti i software specifici ed i relativi esempi di business plan sono pensati ed ottimizzati per la richiesta di mutui, prestiti e finanziamenti .

Il software calcola con precisione il fabbisogno finanziario per realizzare l’idea di business in modo da poter stabilire come reperire la liquidità necessaria attraverso capitale proprio, finanziamenti soci o prestiti bancari.

Possiamo quindi inserire i mutui e finanziamenti da chiedere con la relativa data, importo, durata e tasso di interesse e il programma calcolerà automaticamente la rata e l’importo degli interessi passivi

Come anche nelle altre sezioni, puoi modificare i dati del mutuo inserito o aggiungere fino a cinque nuovi mutui .

Se partecipi a un bando di Invitalia , ricorda di inserire il finanziamento agevolato nella prima riga, in modo che il modulo possa riclassificare correttamente il dato negli schemi del piano di impresa che dovrai presentare.

4) PRODOTTI E SERVIZI, PREZZI DI VENDITA E COSTI DI ACQUISTO

Questa è la sezione nella quale abbiamo individuato i prodotti e servizi offerti dalla nostra impresa.

Per ogni prodotto abbiamo individuato il prezzo di vendita , le eventuali provvigioni di vendita (commissioni carte di credito premi o provvigioni) e, per i beni esclusivamente commercializzati, il costo di acquisto e la percentuale di ricarico .

Per i beni prodotti non andrà indicato alcun costo di acquisto ma avremo invece, più avanti, la sezione dei costi variabili con la relativa distinta base.

Per cambiare o aggiungere un prodotto è sufficiente scrivere sopra ad un prodotto esistente il nome del nuovo prodotto o aggiungerne uno nuovo in un campo vuoto ed inserire o variare il prezzo di vendita ed il costo di acquisto.

5) VOLUMI DI PRODUZIONE / GESTIONE TARIFFE E PERNOTTAMENTI

Abbiamo diverse versioni del software con i quali creiamo i nosti modelli di business plan già fatti: la versione per le attività ricettive e quelle per le imprese commerciali, di servizi, professionali e di produzione.

Per le attività ricettive abbiamo, oltre alla sezione dei volumi di produzione, anche quella dei pernottamenti per poter gestire un numero illimitato di unità abitative e fino a 10 differenti tariffe.

In ogni software specifico, troverai una utility specifica per il calcolo dei volumi di produzione e vendita.

In questo modo potrai calcolare rapidamente i volumi mese per mese e variarli altrettanto velocemente per fare simulazioni e prove e sarà il software a ricalcolare tutto automaticamente.

Inoltre potrai utilizzare il software anche per il controllo di gestione sostituendo, mese per mese, i dati previsionali con quelli rilevati a consuntivo.

6) I COSTI VARIABILI E LA DISTINTA BASE

Per le attività produttive di beni e servizi la gestione dei costi variabili è di vitale importanza.

Qui possiamo indicare, per ognuno dei nostri prodotti, tutte le componenti necessarie a realizzarlo.

Negli esempi di business plan già fatti , contenuti nei vari software specifici, abbiamo già indicato tutte le materie prime, componenti o semilavorati necessari alla realizzazione di ogni prodotto.

Per ogni voce di costo variabile abbiamo indicato la tipologia (materia prima, mano d’opera, lavorazioni ecc), il prezzo unitario e la quantità necessaria per la produzione di un’unità di prodotto.

Qualunque sia il nostro prodotto qui potremo facilmente indicare tutte le sue componenti: che sia la ricetta per la realizzazione di una pizza o di pasticcini o per la produzione di un servizio di noleggio o di manutenzione.

Una volta inseriti i singoli costi variabili di produzione il programma li moltiplica per i volumi di produzione precedentemente indicati e calcola i costi variabili complessivi per prodotto o per tipologia nelle tabelle di riepilogo.

7) I VOLUMI DI VENDITA DEI PRODOTTI E SERVIZI

Nella sezione dei volumi di vendita troverai le quantità vendute indicate analiticamente per ogni prodotto e per ogni mese.

Puoi modificare facilmente tali quantità semplicemente sostituendo il valore già indicato con quello desiderato e, ad ogni variazione, verranno ricalcolati i fatturati, flussi finanziari, bilanci, ecc.

Per i servizi i volumi di vendita solitamente sono uguali a quelli di produzione e possono essere ricopiati automaticamente dai volumi di produzione con un solo click sull’apposito pulsante che abbiamo previsto.

Come in ogni sezione troverai le tabelle riepilogative, riassuntive e relativi grafici.

8) LA GESTIONE DEI COSTI FISSI

La sezione dei costi fissi è l’ultima nella quale dovrai controllare e eventualmente modificare i dati.

Qui puoi gestire tutti i costi fissi con dettaglio mensile e calcolare automaticamente le spese del personale.

Per i dipendenti dovrai solo inserire il mese di inizio e fine assunzione, il numero e lo stipendio lordo previsto e sarà il programma a calcolare automaticamente i contributi, inail, tfr, tredicesima e quattordicesima.

Se preferisci puoi comunque inserire i dati del personale manualmente.

Anche tutti gli altri costi fissi possono essere modificati indicando semplicemente i nuovi valori o variando le voci già previste.

Una volta terminato il controllo dei dati già esistenti per il vostro specifico business plan già, sarà il programma a ricalcolare:

• il bilancio CEE e i fatturati;
• il cash flow e il rendiconto finanziario;
• l’analisi di bilancio con oltre 30 indici e conti economici e stati patrimoniali riclassificati.

Sarà sufficiente un click per stampare tutto il budget aziendale economico e finanziario a 5 anni e per ottenere il documento di business plan già interamente realizzato ed aggiornato con i nuovi dati.

L’unica cosa che ti rimarrà da fare sarà inviare un’email alla banca, ai soci o ai potenziali investitori con il business plan in PDF e la stampa del budget analitico integrale.

ECCO IL MODELLO DI BUSINESS PLAN

Con un clik il software crea il documento di business plan con tutti i dati economici e finanziari ottenuti fino ad ora.

Se ti accorgi di dover aggiungere o modificare un dato puoi sempre tornare al modulo del budget, apportare le modifiche necessarie e, con un altro clic, aggiornare di nuovo il documento.

Il documento sarà già completo e strutturato in capitoli, tutti già debitamente compilati dai nostri professionisti sulla base di un caso reale per ogni singola attività economica.

Potrai modificare e integrare tutti i testi presenti e, in corrispondenza di ogni capitolo, troverai una breve guida che ti aiuterà a personalizzarlo.

Vediamo ora, punto per punto, come sarà strutturato e i contenuti del documento di business plan che viene creato dai software specifici.

 I) EXECUTIVE SUMMARY – UNA BREVE DESCRIZIONE DELLA TUA IDEA DI BUSINESS

Si tratta della prima e più importante sezione del documento di business plan ed è il primo messaggio che dai al destinatario del business plan.

Con l’ executive summary il lettore si farà  una prima impressione che sarà poi difficile da modificare nel resto del documento, quindi è fondamentale colpirlo positivamente fin da subito.

Puoi già scrivere una bozza di executive summary ma poi è fondamentale rivederla, anche profondamente, al termine del lavoro.

Deve trattarsi di una sintesi del progetto da leggere in pochi minuti e dovrà toccare i seguenti argomenti:

• I beni o servizi che intendi produrre o le merci che intendi commercializzare;
• chi saranno i tuoi clienti, identificandoli con una buona precisione;
• quali sono i bisogni del tuo target che andrai a soddisfare le motivazioni che lo spingeranno a rivolgersi proprio alla tua impresa;
• come sarà organizzata la tua impresa;
• una descrizione delle risorse umane che parteciperanno al progetto;
• l’individuazione delle risorse finanziarie necessarie a realizzarlo e i risultati attesi da questo progetto.

 II) IL MERCATO AL QUALE INTENDI RIVOLGERTI

A quale segmento di mercato intendi rivolgerti?

Chi saranno i tuoi clienti e per quale motivo decideranno di acquistare i tuoi prodotti oppure usufruire dei tuoi servizi?

Cerca di far capire al lettore se i tuoi prodotti soddisfano bisogni ed esigenze che attualmente non sono soddisfatte oppure spiegagli come intendi farlo in modo migliore, ad un minor prezzo o con una maggior fruibilità.

Non dimenticare di dire se e come reagirà il mercato alla tua discesa in campo.

La segmentazione del mercato di riferimento

È importante individuare con precisione quale sarà il mercato al quale intendi rivolgerti classificandolo in funzione di tutti i più importanti criteri come, ad esempio:

• se appartiene al settore privato oppure a quello pubblico;
• se la clientela è italiana, europea o appartiene ad un preciso territorio;
• il comportamento d’acquisto, ad esempio, online o di tipo tradizionale;
• la numerosità del mercato di riferimento in relazione alla dimensione della tua impresa.

L’evoluzione del tuo mercato di riferimento

Non è semplice per una piccola impresa fare previsioni sull’andamento del mercato ma, grazie ad internet, è sempre più facile avere accesso a studi e ricerche di mercato dalle quali tratte segnali importanti.

Al tempo stesso bisognerà anche individuare possibili rischi di natura esterna derivanti da cambiamenti legislativi, ordinanze locali o di natura politica magari per la dipendenza da altri stati nell’approvigionamento delle materie prime.

La concorrenza

Cerca di individuare, uno ad uno, tutti i tuoi competitor che possano soddisfare il medesimo bisogno del tuo mercato di riferimento anche in maniera differente.

Studia e descrivi eventuali barriere all’ingresso nel tuo segmento di mercato ed elabora strategie per superarle.

Individua i punti di forza e di debolezza, sia tuoi che della concorrenza e cerca di capire come reagirà alla tua entrata sul mercato.

Nel documento troverai istruzioni ancora più approfondite che ti aiuteranno a ragionare su tutti gli aspetti relativi al mercato e alla concorrenza.

 III) I PRODOTTI ED I SERVIZI OGGETTO DELLA TUA ATTIVITÀ

Definisci in modo chiaro quali sono i beni o servizi che intendi produrre o le merci che hai deciso di commercializzare.

Soffermati soprattutto sugli aspetti importanti per soddisfare i bisogni del tuo mercato di riferimento e poi approfondisci i successivi punti:

• descrizione tecnica, se necessario, dei prodotti e dei servizi, descrivendo il processo produttivo e indicando come andranno a soddisfare i bisogni del tuo target di mercato;
• indica i tempi per la progettazione e la produzione dei beni, per la messa a punto dei servizi da erogare o per la ricerca e l’approvigionamento degli articoli da commercializzare;
• l’erogazione di eventuali servizi accessori come ad esempio il servizio di installazione, di manutenzione, formazione, post vendita ecc.

IV) IL PIANO DI MARKETING

Ricorda innanzitutto che la promozione e la pubblicità sono un elemento della strategia di marketing ma non sono la stessa cosa.

Per definire il piano di marketing possiamo dire che è l’insieme di tutte le azioni e strategie messe inatto per raggiungere gli obiettivi di vendita ad un determinato livello di prezzo.

Il piano di marketing è fondamentale per il successo dell’impresa e, quindi, questa sezione deve essere fatta davvero bene e deve risultare chiara, interessantee convincere il lettore della sua bontà.

Il piano di marketing abbraccia, fondamentalmente quattro aree:

• la definizione e le caratteristiche del prodotto o del servizio;
• la scelta dei prezzi di vendita;
• la distribuzione del prodotto;
• la promozione e la pubblicità.

Il prezzo di vendita

Illustrare e documentare come si è arrivati alla definizione del o dei prezzi di vendita.

Si tratta di un processo complesso che deve tenere conto dei prezzi di mercato praticati dalla concorrenza, del posizionamento sul mercato stesso, dei costi di produzione e dei costi fissi di struttura.

La promozione dei prodotti e dei servizi erogati dall’impresa

In questo paragrafo dovranno essere illustrate le strategie adottate per la promozione dei propri prodotti, il budget messo a disposizione e i canali di promozione che si intende utilizzare.

La promozione può essere volta a pubblicizzare direttamente la vendita dei prodotti, oppure a creare il bisogno che si vuole soddisfare o ancora a promuovere la conoscibilità del marchio e l’immagine dell’impresa.

La distribuzione dei prodotti e dei servizi

Spiegare innanzitutto come si intende vendere il prodotto e attraverso quali canali: tradizionale, online, distributori automatici, porta a porta, ecc.

La vendita di un prodotto, ma anche di un servizio, può avvenire in tantissimi modi ed è bene scegliere quello migliore per il target definito e per la tipologia di prodotto trattato.

V) IL PIANO ORGANIZZATIVO

Il piano organizzativo deve contenere tutte le informazioni su come sarà organizzata la tua impresa.

Può essere piò o meno ampio ed importante in funzione della dimensione e della complessità del progetto e dovrà illustrare:

• quali funzioni saranno svolte internamente e quali esternamente;
• le competenze presenti all’interno del gruppo e quelle all’esterno (ad esempio commercialista, tecnici ecc).

In particolare ti consigliamo di approfondire i seguenti aspetti dell’organizzazione:

  Le risorse umane di cui potrai avvalerti

Descrivi le capacità, le esperienze, i ruoli e le mansioni affidate ad ogni persona che farà parte del progetto evidenziando le competenze.

Per maggior chiarezza rappresenta il tutto graficamente con un organigramma aziendale e non aver paura ad individuare eventuali carenze indicando però come prevedi di risolverle.

La forma giuridica e il know how disponibile

Indica il tipo di società che hai scelto e spiega il perchè soffermandoti sugli aspetti economici, legali, organizzativi e di limitazione o meno delle responsabilità.

Evidenzia le competenze e le conoscenze sulle quali potrai far leva e che ti differenziano dalla concorrenza come particolari titoli, esperienze, brevetti, successi imprenditoriali ottenuti in precedenza, tecnologie avanzate a tua disposizione.

I processi produttivi

Questo punto è molto importante per le aziende che si occupano della produzione di beni ma anche di servizi.

In questo paragrafo potrai illustrare come si svolge il processo per ottenere i prodotti che immetterai sul mercato illustrando:

quali fasi della produzione si svolgeranno internamente e quali invece saranno esternalizzate;

•  in quali unità locali si svolgerà la produzione;
• quali attrezzature, macchinari ed impianti verranno utilizzati;
• localizzazzione e organizzazione dei magazzini utilizzati ecc

  I mercati di approvigionamento, la logistica e l’ambiente

Anche questo punto può avere maggiore o minore importanza in funzione del tipo di impresa che hai in mente e sarà importantissimo se avrai a che fare con fornitori strategici di materie prime e componenti.

In tal caso dovrai identificare i componenti principali del prodotto e individuare con precisione i fornitori, il loro potere contrattuale e le possibili alternative di approvigionamento.

Allo stesso modo sarà importante indicare i flussi logistici di materie prime e componenti per individuare eventuali rischi di blocco e le possibili alternative.

Dovrà essere chiaro cosa succederà in occasione di importanti fluttuazioni dei prezzi o interruzioni di fornitura e come hai previsto di farvi fronte.

INFORMAZIONI

Account e condizioni.

• Il mio account
• I miei ordini
• Termini di consegna
• Condizioni di acquisto
• Diritto di recesso
• www.bsness.com
• Smart bp software SLU
• [email protected]
• NRT L-717099-L

Ora disponibili i moduli per i bandi Invitalia e il software DSCR per il calcolo degli indici di bancabilità! Ignora

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