how to make a business strategy presentation

The 10-Step Guide for a Successful Strategy Presentation

Discover essential steps and best practices in 'How to Write a Strategy Presentation.' Elevate your approach and effectively communicate your strategic vision with our comprehensive guide.

StrategyPunk

Introduction

Have you ever been trapped in the quicksand of a never-ending strategy presentation?

We've all been there, nodding off while someone drones on.

Now, picture this: a room hanging onto your every word, eyes lit with interest.

Impossible?

Think again. Plunge into our fresh guide, and you'll transform from a presenter to a storyteller.

It’s time for your audience to listen and be utterly captivated.

How to Write a Strategy Presentation: 10 Steps

1. set the stage right.

You wouldn’t host a grand ball without knowing who’s attending, right?

In the same way, before you even think of diving into your content, please know your audience.

Are they tech wizards or old-school board members? Millennials or Baby Boomers?

Customize your talk to resonate with them. Understand their needs, their pain points, and their aspirations.

Connect on a personal level, and half your battle is already won. 🎯

2. Define Your Mission

Imagine embarking on a road trip without a map.

A strategy presentation without a clear mission is almost the same – directionless and meandering.

So, ask yourself: Why are you here? What's the core message?

Once you have that clarity, your path becomes straightforward. Trust me, your audience will thank you for it.

3. Craft an Unforgettable Opening

First impressions?

They’re everything. You have 60 seconds to grab your audience's attention, so make those seconds count.

A quirky quote, a compelling statistic, or even a personal anecdote – choose a relevant and riveting opener. It’s the appetizer to your main course.

Make sure it's tantalizing!

4. Break Down the Core

a. Highlight the Issue:

Every story needs a conflict.

In your strategy presentation, this is the issue or challenge at hand.

Paint a vivid picture. Make them see what’s going awry.

But remember, no doom and gloom—just honest, relatable content.

b. Showcase Your Solution:

Now, for the hero of our story – your solution. Get straight to the point.

How will your idea transform the current scenario?

Make your key the shining beacon. Sell not just the picture but the dream.

c. Unveil the Game Plan:

So, you’ve hooked them with the problem and dazzled them with your solution.

The roadmap: Walk them through the how. Detail the journey, step by step, action by action. Make it tangible. Make it achievable.

5. Elevate with Design

Yes, content is king. But design?

It’s the crown. Incorporate visuals that speak. Charts, infographics, images – let them do the heavy lifting. Remember, a picture's worth a thousand words, but a relevant picture?

That’s gold. And hey, always lean into simplicity. Less is more, especially on slides. 🖼️

6. Weave in Stories

Facts need to be remembered. Stories? They stick.

Weave in anecdotes that resonate. Personal tales, success stories, or even fictional scenarios – a narrative touch can bring your presentation alive. Make it relatable.

Could you make it memorable? After all, who doesn't love a good story?

7. Get Them Talking

No one enjoys a monologue. You can turn your presentation into a dialogue.

Ask questions. Seek opinions. Maybe even throw in a mini poll or quiz. Engage them.

The more involved they are, the more invested they become. It's the difference between passive listeners and active participants.

8. Wrap it Up with Pizzazz

You're nearing the end. This is where you cement all you've shared.

Highlight the key points and end with a zinger. It could be a call to action, a memorable quote, or a challenge.

Leave them thinking, reflecting, and wanting more.

9. Rehearse to Perfection

You've crafted this masterpiece. Now, could you give it the respect it deserves?

Know each slide, each transition, and each pause. Familiarize yourself with the flow. The more comfortable you are with the material, the more confidently you'll deliver.

And nothing, absolutely nothing, captivates an audience more than genuine confidence.

10. After the Applause: Your Next Moves

The applause fades—the room empties.

But your job? It still needs to be done. Show gratitude. A simple thank you can work wonders. Would you be willing to share your presentation or additional resources?

And always, always be open to feedback. It’s the breakfast of champions, after all.

Crafting a killer strategy presentation isn’t about big words or fancy jargon. It’s about connection, clarity, and confidence. You’ve got the palette, brush, and canvas.

Now, could you paint your masterpiece? 🎨

Remember, strategy presentations are not just about informing. It’s about transforming.

So, go ahead and inspire change—illuminate minds. And make a lasting impact.🚀

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Bonus: Your Strategy Presentation Success Checklist

Please ensure that your strategy presentation is top-notch with our concise Success Checklist.

This list will guide you through each crucial step for impactful delivery, from understanding your audience to gathering feedback post-presentation.

Your trusty companion for every presentation!

• Audience insights in place.
• Is the Mission crystal clear? ✔️
• Powerful start rehearsed.
• Core content organized.
• Engaging visuals ready.
• Personal story integrated.
• Interactive segment prepped.
• Strong conclusion framed.
• Feedback channels open.

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Building Strategy Consulting Slide Decks: The Complete Guide

Table of contents.

There’s something different about slide decks from strategy consulting firms like McKinsey, Bain or BCG . For some reason, they just seem more convincing. But it’s difficult to pinpoint exactly what makes those presentations good.

As a strategy consultant, you very quickly realize there are two important components of a compelling strategy presentation:

• The ‘thinking’. This is the rigorous problem definition, analysis, synthesis, and insight that happens before you open up PowerPoint. Without this, even the most well-crafted strategy presentation lacks impact.
• The presentation.  This is the distinctive, structured, and clear way that strategy consultants build their slide decks. Without this, even the most powerful insights lose their force.

In this guide, we show you how to do both those things. In chapters 1-3, we discuss how to structure your slide deck, define your objective, and craft a compelling argument and storyline.

Then in chapters 4-6, we show you best practices for building your slides and reviewing your slide deck.

By the end of this guide, you’ll have the ability to craft a compelling strategy slide deck with a clear and compelling storyline that leads your audience to your desired conclusion.

Structure your slide deck

Before we get into the detail of building your slide deck, it’s important to understand how to structure your presentation.

There is a common structure that is used for almost all strategy presentations. It’s based on a concept known as the Pyramid Principle , which was popularized by Barbara Minto at McKinsey & Co.

According to Minto, there are three components to a well-constructed slide deck:

• The executive summary: Provides the reader a full summary of the argument and recommendations within your slide deck for readers that are more interested in the ‘so what’ than the detailed analysis.
• The body slides: Illustrates the analysis that supports each claim you make in your slide deck’s argument and thus slide objective.
• Next steps or recommendations slides:  Clearly outlines the key implications or ‘so what’ of your slide deck, as well as any next steps required.

In this guide, we will walk you through how to tackle each of these sections one by one. But first, we start by setting the objective of your slide deck, and crafting your argument and storyline.

Define the objective of your deck

Let’s start at the beginning. The purpose of your slide deck isn’t to show off all the things you know… or how great you are at analysis… or how beautiful your slides are.

Instead, the purpose of your slide deck is to persuade your audience and lead them to an objective. And, as the author of the slide deck, you need to set the objective before you start building your slide deck.

Having a clear objective for your slide deck is important for a number of reasons:

• It helps you focus your research and analysis on things that are relevant to your objective.
• You can quickly test the quality of your content by testing whether it is sufficient to achieve your objective.
• It helps inform the tone and positioning of the messages in your slides.

Your objective can take many forms. For example, it could be simply to inform your audience, to gain endorsement for a decision, or to achieve a specific action or next step.

As the author of the slide deck, you must ensure that the objective is clear and agreed upon. All the work that you’re about to do to build your slide deck is guided by your objective.

Craft the argument and storyline

Now that you’ve determined the objective of your slide deck, you need to craft an argument and storyline that leads to your objective.

To some extent, your slide deck’s argument will naturally appear from insights gathered through research and analysis. As you conduct research, you’ll slowly uncover the “real state of affairs”, which will be supported by data.

It’s your job to translate this argument into a compelling story; one that grabs the attention of your reader and communicates your argument in a clear and easy-to-understand way.

To do this, you should use a situation-complication-resolution storyline .

This is a universal structure; it’s used in books, plays, films, advertising, religion, politics, and more. It looks something like this:

• The scene is set and the characters are introduced (situation)
• Something goes wrong (complication)
• They fix the problem and live happily ever after (resolution)

When storytelling in PowerPoint, you should use the same structure. But in the context of your slide deck, your storyline will look something like:

• This thing is important  (situation)
• There is a problem with this thing  (complication)
• Therefore, we need to respond — and here is how  (resolution)

The dot-dash structure

Writing a storyline for your presentation doesn’t happen in PowerPoint. In fact, you don’t open up PowerPoint until you’re completely satisfied with your storyline.

Instead of jumping into PowerPoint, you start by writing out your storyline in a text document using the dot-dash structure .

By writing your slide deck’s storyline in a text document, you can easily identify any faulty or missing logic in your story and ensure that you have the data required to support each claim you make.

And when you’re completely satisfied with your storyline, you can move it into PowerPoint. Your storyline should be communicated in the slide lead-ins, like so:

And once you’ve built the skeleton of your slide deck with the storyline communicated “horizontally” across the leads-ins, you’re ready to start building individual slides and the “vertical flow”.

Build body slides

Before you jump into building individual slides, there are two main components of slides that you need to understand:

• The lead-in:  The text at the top of your slide. This should be written as an action title that communicates the implication or ‘so what’ of the slide, not describes the content of the slide.
• The slide body:  The content of your slide. You should only communicate one insight per slide and choose the simplest method possible.

There is a close relationship between the slide lead-in and slide body. And this relationship is best explained by the Golden Rule of slide building.

The Golden Rule of slide building is:

“One slide, one insight, fully articulated in the lead-in, and supported by the body”

In other words, each slide should only communicate one insight. That insight should be fully explained in words in the lead-in, and fully supported by data in the slide body.

In addition, there should be nothing in the lead-in that’s not in the body, and nothing in the body that’s not in the lead-in.

Data, charts, and other quantitative slides

Claims that are supported by data are naturally more compelling than claims supported by ‘expert’ opinions, focus groups, and other qualitative evidence.

Therefore, where possible, you should always prioritize quantitative slides over qualitative slides.

But don’t go overboard with your data visualization. Sometimes it can be tempting to show off our technical skills by choosing the most complex visualization available. This is bad practice.

Instead, you should always choose the simplest chart to demonstrate your insight. But it can be tricky to determine which chart to use. So we’ve put together a simple decision tree to ensure that you always choose the most appropriate chart for your data .

Text, conceptual, and other qualitative slides

There are some insights that simply cannot be communicated with charts or data. In these cases, you need to find the most appropriate conceptual chart.

Unlike qualitative slides, there are no simple guides for text and conceptual slides. And because of this, the ability to craft well-structured conceptual slides is the mark of a skilled consultant.

It’s surprisingly tricky to be able to communicate a qualitative insight in a clear and structured visual manner. The best way to build the skill is to practice. But you can also learn by exploring common qualitative slides used by strategy consultants .

Download 120+ strategy consulting presentations for free

Looking for slide inspiration? Download 120+ consulting slide decks from top strategy consulting firms, such as McKinsey, BCG and Bain!

Write the executive summary

An executive summary slide is the first slide in your presentation but the last slide you build.

The executive summary slide fully summarizes the argument, storyline, and supporting evidence of the body slides. Because we already need to have finished every other part of the slide deck, we write it last.

Executive summary slides help the reader “follow along” with your slide deck. There are a few main benefits:

• They provide context to help the reader understand why the topic of the slide deck is important.
• They communicate the high-level argument before the reader gets into the body of the slide deck. This helps the reader understand your more detailed body slides.
• They are a “map” that the reader can reference back to if they start losing the line of argument in the body of the deck.

A typical executive summary looks something like the following slides, which are from a BCG report on “Melbourne as a Global Cultural Destination” and can be downloaded here .

Good executive summaries follow three best practices:

• They are structured with bolded text for summary sentences and bullet points for supporting data. This ensures that every claim is clearly supported by data.
• The bolded summary sentences can be read alone to tell the slide’s storyline (i.e. you don’t need to read the supporting data in the bullet points).
• The bolded summary sentences reflect the SCR storyline structure of the slide deck

One other good practice (that you don’t see in the BCG example) is to reference the associated body slide throughout the executive summary. This helps direct a reader to the detailed analysis behind every claim in the executive summary.

Review your slide deck

Now that you’ve finished building all your slides and writing your executive summary, it’s time to review and finalize your slide deck.

There are three things that you need to check as you review your slide deck:

• Chart completeness : Check that your charts are comprehensively labeled, including chart titles, axis labels, units, time periods, etc.
• Text brevity : Review your slide text, including your lead-ins, and ensure that you make your points with the minimum number of words possible.
• Slide consistency : Review your slides and ensure that there is consistent formatting across the slides.

Reviewing your charts and visualizations

There’s a surprising amount of detail contained in charts and it’s quite easy to forget to key include key information.

Some examples of common charting mistakes include missing chart titles, labels, axes, units, dates, and legends. You should also consider how you highlights the implication of your charts.

To make this easier, you should use a charting checklist to methodically cross-reference your chart with best practice.

Refining your slide text

There’s an important place for text in slides. Not only can your use text to provide important context to support your visualizations, but also to communicate insights without data.

Most people use too many words in their slides. They tend to use fancy “consulting speak” or long, verbose explanations that actually obsure their message.

As you review your slide deck, you should review all of the text in your slides and savagely sharpen your text by removing unnecessary words .

Ensuring consistency across slides

Finally, you should use your last review to check for consistency across slides.

Start by ensuring that the formatting is consistent. For example, your slide format, spacing, fonts and slide numbers should all be consistent across the slides.

And then finish your review by ensuring all concepts are communicated consistently across slides. For example, if you’ve numbered or colored concepts a certain way, then ensure that they remain consistent throughout your slide deck.

Home Blog Business Business Presentation: The Ultimate Guide to Making Powerful Presentations (+ Examples)

Business Presentation: The Ultimate Guide to Making Powerful Presentations (+ Examples)

A business presentation is a purpose-led summary of key information about your company’s plans, products, or practices, designed for either internal or external audiences. Project proposals, HR policy presentations, investors briefings are among the few common types of presentations. 

Compelling business presentations are key to communicating important ideas, persuading others, and introducing new offerings to the world. Hence, why business presentation design is one of the most universal skills for any professional. 

This guide teaches you how to design and deliver excellent business presentations. Plus, breaks down some best practices from business presentation examples by popular companies like Google, Pinterest, and Amazon among others! 

3 General Types of Business Presentations

A business presentation can be given for a number of reasons. Respectively, they differ a lot in terms of content and purpose. 

But overall, all types of business presentations can be classified as:

• Informative
• Persuasive 
• Supporting 

Informative Business Presentation 

As the name suggests, the purpose of an informative presentation is to discern the knowledge you have — explain what you know. It’s the most common type of business presentation out there. So you have probably prepared such at least several times. 

Examples of informative presentations:

• Team briefings presentation 
• Annual stakeholder report 
• Quarterly business reviews
• Business portfolio presentation
• Business plan presentation
• Project presentation

Helpful templates from SlideModel:

• Business plan PowerPoint template
• Business review PowerPoint template
• Project proposal PowerPoint template
• Corporate annual report template

Persuasive Business Presentation 

The goal of this type of presentation is to persuade your audience of your point of view — convince them of what you believe is right. Developing business presentations of this caliber requires a bit more copywriting mastery, as well as expertise in public speaking . Unlike an informative business presentation, your goal here is to sway the audience’s opinions and prompt them towards the desired action. 

Examples of persuasive presentations:

• Pitch deck/investor presentations
• Sales presentation  
• Business case presentation 
• Free business proposal presentation
• Business proposal PowerPoint template
• Pitch deck PowerPoint template
• Account Plan PowerPoint template

Supporting Business Presentation 

This category of business PowerPoint presentations is meant to facilitate decision-making — explain how we can get something done. The underlying purpose here is to communicate the general “action plan”. Then break down the necessary next steps for bringing it to life. 

Examples of supporting presentations:

• Roadmap presentation
• Project vision presentation 
• After Action Review presentation 
• Standard operating procedure (SOP) PowerPoint template 
• Strategy map PowerPoint template 
• After action review (ARR) PowerPoint template 

What Should Be Included in a Business Presentation?

Overall, the content of your business presentation will differ depending on its purpose and type. However, at the very minimum, all business presentations should include:

• Introductory slide 
• Agenda/purpose slide
• Main information or Content slides
• Key Takeaways slides
• Call-to-action/next steps slides

We further distill business presentation design and writing best practices in the next section (plus, provide several actionable business PowerPoint presentation examples!). 

How to Make a Business Presentation: Actionable Tips

A business presentation consists of two parts — a slide deck and a verbal speech. In this section, we provide tips and strategies for nailing your deck design. 

1. Get Your Presentation Opening Right 

The first slides of your presentation make or break your success. Why? By failing to frame the narrative and set the scene for the audience from the very beginning, you will struggle to keep their interest throughout the presentation. 

You have several ways of how to start a business presentation:

• Use a general informative opening — a summative slide, sharing the agenda and main points of the discussion. 
• Go for a story opening — a more creative, personal opening, aimed at pulling the audience into your story. 
• Try a dramatic opening — a less apparent and attention-grabbing opening technique, meant to pique the audience’s interest. 

Standard Informative Opening 

Most business presentation examples you see start with a general, informative slide such as an Agenda, Problem Statement, or Company Introduction. That’s the “classic” approach. 

To manage the audience’s expectations and prepare them for what’s coming next, you can open your presentation with one or two slides stating:

• The topic of your presentation — a one-sentence overview is enough. 
• Persuasive hook, suggesting what’s in it for the audience and why they should pay attention. 
• Your authority — the best technique to establish your credibility in a business presentation is to share your qualifications and experience upfront to highlight why you are worth listening to. 

Opening best suited for: Formal business presentations such as annual reports and supporting presentations to your team/business stakeholders. 

Story Opening 

Did you ever notice that most TED talks start with a quick personal story? The benefit of this presenting technique is that it enables speakers to establish quick rapport and hold the listener’s attention. 

Here’s how Nancy Duarte, author of “Slide:ology: The Art and Science of Creating Great Presentations” book and TED presenter, recommends opening a presentation: 

You know, here’s the status quo, here’s what’s going on. And then you need to compare that to what could be. You need to make that gap as big as possible, because there is this commonplace of the status quo, and you need to contrast that with the loftiness of your idea. 

Storytelling , like no other tool, helps transpose the audience into the right mindset and get concentrated on the subject you are about to discuss. A story also elicits emotions, which can be a powerful ally when giving persuasive presentations. In the article how to start a presentation , we explore this in more detail.

Opening best suited for: Personal and business pitches, sales presentations, other types of persuasive presentations. 

Dramatic Opening 

Another common technique is opening your presentation with a major statement, sometimes of controversial nature. This can be a shocking statistic, complex rhetoric question, or even a provocative, contrarian statement, challenging the audience’s beliefs. 

Using a dramatic opening helps secure the people’s attention and capture their interest. You can then use storytelling to further drill down your main ideas. 

If you are an experienced public speaker, you can also strengthen your speech with some unexpected actions. That’s what Bill Gates does when giving presentations. In a now-iconic 2009 TED talk about malaria, mid-presentation Gates suddenly reveals that he actually brought a bunch of mosquitoes with him. He cracks open a jar with non-malaria-infected critters to the audience’s surprise. His dramatic actions, paired with a passionate speech made a mighty impression. 

Opening best suited for: Marketing presentations, customer demos, training presentations, public speeches. 

Further reading: How to start a presentation: tips and examples. 

2. Get Your PowerPoint Design Right

Surely, using professional business PowerPoint templates already helps immensely with presentation deck design since you don’t need to fuss over slide layout, font selection, or iconography. 

Even so, you’ll still need to customize your template(s) to make them on brand and better suited to the presentation you’re about to deliver. Below are our best presentation design tips to give your deck an extra oomph. 

Use Images, Instead of Bullet Points 

If you have ever watched Steve Jobs’s presentations, you may have noticed that he never used bullet-point lists. Weird right? Because using bullet points is the most universal advice in presentation design. 

But there’s a valid scientific reason why Jobs favored images over bullet-point texts. Researchers found that information delivered in visuals is better retained than words alone. This is called the “ pictorial superiority effect ”. As John Medina, a molecular biologist, further explains :

“Hear a piece of information, and three days later you’ll remember 10% of it. Add a picture and you’ll remember 65%.”

So if your goal is to improve the memorability of your presentation, always replace texts with images and visualizations when it makes sense. 

Fewer Slides is Better

No matter the value, a long PowerPoint presentation becomes tiring at some point. People lose focus and stop retaining the information. Thus, always take some extra time to trim the fluff and consolidate some repetitive ideas within your presentation. 

For instance, at McKinsey new management consultants are trained to cut down the number of slides in client presentations. In fact, one senior partner insists on replacing every 20 slides with only two slides . Doing so prompts you to focus on the gist — the main business presentation ideas you need to communicate and drop filler statements. 

Here are several quick tips to shorten your slides:

• Use a three-arc structure featuring a clear beginning (setup), main narrative (confrontation), ending (resolution). Drop the ideas that don’t fit into either of these. 
• Write as you tweet. Create short, on-point text blurbs of under 156 symbols, similar to what you’d share on Twitter. 
• Contextualize your numbers. Present any relevant statistics in a context, relevant to the listeners. Turn longer stats into data visualizations for easier cognition. 

Consistency is Key 

In a solid business presentation, each slide feels like part of the connecting story. To achieve such consistency apply the same visual style and retain the same underlying message throughout your entire presentation.

Use the same typography, color scheme, and visual styles across the deck. But when you need to accentuate a transition to a new topic (e.g. move from a setup to articulating the main ideas), add some new visual element to signify the slight change in the narrative. 

Further reading: 23 PowerPoint Presentation Tips for Creating Engaging and Interactive Presentations

3. Make Your Closure Memorable 

We best remember the information shared last. So make those business presentation takeaways stick in the audience’s memory. We have three strategies for that. 

Use the Rule of Three 

The Rule of Three is a literary concept, suggesting that we best remember and like ideas and concepts when they are presented in threes. 

Many famous authors and speakers use this technique:

• “Duty – Honor – Country. Those three hallowed words reverently dictate what you ought to be, what you can be, and what you will be” . Gen. Douglas MacArthur.
• “Life, Liberty, and the Pursuit of Happiness” are the unalienable rights of all humans that governments are meant to protect.” Thomas Jefferson 

The Rule of Three works because three is the maximum number of items most people can remember on their first attempt. Likewise, such pairings create a short, familiar structure that is easy to remember for our brains. 

Try the Title Close Technique

Another popular presentation closing technique is “Title Close” — going back to the beginning of your narrative and reiterating your main idea (title) in a form of a takeaway. Doing so helps the audience better retain your core message since it’s repeated at least two times. Plus, it brings a sense of closure — a feel-good state our brains love. Also, a brief one-line closure is more memorable than a lengthy summary and thus better retained. 

Ask a Question 

If you want to keep the conversation going once you are done presenting, you can conclude your presentation with a general question you’d like the audience to answer.

Alternatively, you can also encourage the members to pose questions to you. The latter is better suited for informational presentations where you’d like to further discuss some of the matters and secure immediate feedback. 

Try adding an interactive element like a QR code closing your presentation with a QR code and having a clear CTA helps you leverage the power of sharing anything you would like to share with your clients. QR codes can be customized to look alike your brand.

If you are looking for a smoother experience creating presentations on the fly, check out the AI PowerPoint maker —it offers everything you can ask forfrom presentation design in a couple of clicks.

12 Business Presentation Examples and What Makes Them Great 

Now that we equipped you with the general knowledge on how to make a presentation for business, let’s take a look at how other presenters are coping with this job and what lessons you can take away from them. 

1. N26 Digital Bank Pitch Deck 

This is a fine business pitch presentation example, hitting all the best practices. The deck opens with a big shocking statement that most Millennials would rather go to the dentist than step into a bank branch. 

Then it proceeds to discuss the company’s solution to the above — a fully digital bank with a paperless account opening process, done in 8 minutes. After communicating the main product features and value proposition, the deck further conceptualizes what traction the product got so far using data visualizations. The only thing it lacks is a solid call-to-action for closing slides as the current ending feels a bit abrupt. 

2. WeWork Pitch Deck

For a Series D round, WeWork went with a more formal business presentation. It starts with laying down the general company information and then transitions to explaining their business model, current market conditions, and the company’s position on the market.

The good thing about this deck is that they quantify their business growth prospects and value proposition. The likely gains for investors are shown in concrete numbers. However, those charts go one after another in a row, so it gets a bit challenging to retain all data points. 

The last part of their presentation is focused on a new offering, “We Live”. It explains why the team seeks funds to bring it to life. Likewise, they back their reasoning with market size statistics, sample projects, and a five-year revenue forecast. 

3. Redfin Investor Presentation 

If you are looking for a “text-light” business presentation example, Redfin’s investor deck is up to your alley. This simple deck expertly uses iconography, charts, and graphs to break down the company’s business model, value proposition, market share, and competitive advantages over similar startups. For number-oriented investors, this is a great deck design to use. 

4. Google Ready Together Presentation 

This isn’t quite the standard business presentation example per se. But rather an innovative way to create engaging, interactive presentations of customer case studies .

The short deck features a short video clip from a Google client, 7-11, explaining how they used the company’s marketing technology to digitally transform their operations and introduce a greater degree of marketing automation . The narrated video parts are interrupted by slides featuring catchy stats, contextualizing issues other businesses are facing. Then transitions to explaining through the words of 7-11 CMO, how Google’s technology is helping them overcome the stated shortcomings.

5. Salesforce Business Presentation Example 

This is a great example of an informational presentation, made by the Salesforce team to share their research on customer experience (CX) with prospects and existing customers.

The slide deck errs on the lengthier side with 58 slides total. But bigger topics are broken down and reinforced through bite-sized statistics and quotes from the company leadership. They are also packaging the main tips into memorable formulas, itemized lists, and tables. Overall, this deck is a great example of how you can build a compelling narrative using different statistics. 

6. Mastercard Business Presentation

This slide deck from Mastercard instantly captures the audience’s attention with unusual background images and major data points on the growth of populations, POS systems, and payment methods used in the upcoming decade.

Perhaps to offset the complexity of the subject, Mastercard chose to sprinkle in some humor in presentation texts and used comic-style visuals to supplement that. However, all their animations are made in a similar style, creating a good sense of continuity in design. They are also using colors to signify the transition from one part of the presentation to another. 

In the second part, the slide deck focuses on distilling the core message of what businesses need to do to remain competitive in the new payments landscape. The team presents what they have been working on to expand the payment ecosystem. Then concludes with a “title close” styled call-to-action, mirroring the presentation title.

7. McKinsey Diversity & Inclusion Presentation 

This fresh business slide deck from McKinsey is a great reference point for making persuasive business presentations on complex topics such as D&I. First, it recaps the main definitions of the discussed concepts — diversity, equity, and inclusion — to ensure alignment with the audience members. 

Next, the business presentation deck focuses on the severity and importance of the issue for businesses, represented through a series of graphs and charts. After articulating the “why”, the narrative switches to “how” — how leaders can benefit from investment in D&I. The main points are further backed with data and illustrated via examples. 

8. Accenture Presentation for the Energy Sector

Similar to McKinsey, Accenture keeps its slide deck on a short. Yet the team packs a punch within each slide through using a mix of fonts, graphical elements, and color for highlighting the core information. The presentation copy is on a longer side, prompting the audience to dwell on reading the slides. But perhaps this was meant by design as the presentation was also distributed online — via the company blog and social media. 

The last several slides of the presentation deck focus on articulating the value Accenture can deliver for their clients in the Energy sector. They expertly break down their main value proposition and key service lines, plus quantify the benefits. 

9. Amazon Web Services (AWS) Technical Presentation 

Giving an engaging technical presentation isn’t an easy task. You have to balance the number of details you reveal on your slides to prevent overwhelm, while also making sure that you don’t leave out any crucial deets. This technical presentation from AWS does great in both departments. 

First, you get entertained with a quick overview of Amazon’s progress in machine learning (ML) forecasting capabilities over the last decade. Then introduced to the main tech offering. The deck further explains what you need to get started with Amazon Forecast — e.g. dataset requirements, supported forecasting scenarios, available forecasting models, etc. 

The second half of the presentation provides a quick training snippet on configuring Amazon SageMaker to start your first project. The step-by-step instructions are coherent and well-organized, making the reader excited to test-drive the product. 

10. Snapchat Company Presentation

Snapchat’s business model presentation is on a funkier, more casual side, reflective of the company’s overall brand and positioning. After briefly recapping what they do, the slide deck switches to discussing the company’s financials and revenue streams.

This business slide deck by Snap Inc. itself is rather simplistic and lacks fancy design elements. But it has a strong unified theme of showing the audience Snapchat’s position on the market and projected vector of business development. 

11. Visa Business Acquisition Presentation 

If you are working on a business plan or M&A presentation for stakeholders of your own, this example from Visa will be helpful. The presentation deck expertly breaks down the company’s rationale for purchasing Plaid and subsequent plans for integrating the startup into their business ecosystem. 

The business deck recaps why the Plaid acquisition is a solid strategic decision by highlighting the total addressable market they could dive into post-deal. Then it details Plaid’s competitive strengths. The slide deck then sums up all the monetary and indirect gains Visa could reap as an acquirer. 

12. Pinterest Earnings Report Presentation 

Annual reports and especially earnings presentations might not be the most exciting types of documents to work on, but they have immense strategic value. Hence, there’s little room for ambiguities or mistakes. 

In twelve slides, this business presentation from Pinterest clearly communicates the big picture of the company’s finance in 2021. All the key numbers are represented as featured quotes in the sidebar with diagrams further showcasing the earning and spending dynamics. Overall, the data is easy to interpret even for non-finance folks. 

To Conclude 

With these business presentation design tips, presentation templates , and examples, you can go from overwhelmed to confident about your next presentation design in a matter of hours. Focus on creating a rough draft first using a template. Then work on nailing your opening slide sequence and shortening the texts in the main part of your presentation when needed. Make sure that each slide serves a clear purpose and communicates important details. To make your business presentation deck more concise, remove anything that does not pertain to the topic. 

Finally, once you are done, share your business presentation with other team members to get their feedback and reiterate the final design.

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Business Presentations, Corporate Presentations, Design, Design Inspiration, Examples, Executive Reports, Inspiration, Presentation Ideas Filed under Business

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How to Give a Killer Presentation

• Chris Anderson

For more than 30 years, the TED conference series has presented enlightening talks that people enjoy watching. In this article, Anderson, TED’s curator, shares five keys to great presentations:

• Frame your story (figure out where to start and where to end).
• Plan your delivery (decide whether to memorize your speech word for word or develop bullet points and then rehearse it—over and over).
• Work on stage presence (but remember that your story matters more than how you stand or whether you’re visibly nervous).
• Plan the multimedia (whatever you do, don’t read from PowerPoint slides).
• Put it together (play to your strengths and be authentic).

According to Anderson, presentations rise or fall on the quality of the idea, the narrative, and the passion of the speaker. It’s about substance—not style. In fact, it’s fairly easy to “coach out” the problems in a talk, but there’s no way to “coach in” the basic story—the presenter has to have the raw material. So if your thinking is not there yet, he advises, decline that invitation to speak. Instead, keep working until you have an idea that’s worth sharing.

Lessons from TED

A little more than a year ago, on a trip to Nairobi, Kenya, some colleagues and I met a 12-year-old Masai boy named Richard Turere, who told us a fascinating story. His family raises livestock on the edge of a vast national park, and one of the biggest challenges is protecting the animals from lions—especially at night. Richard had noticed that placing lamps in a field didn’t deter lion attacks, but when he walked the field with a torch, the lions stayed away. From a young age, he’d been interested in electronics, teaching himself by, for example, taking apart his parents’ radio. He used that experience to devise a system of lights that would turn on and off in sequence—using solar panels, a car battery, and a motorcycle indicator box—and thereby create a sense of movement that he hoped would scare off the lions. He installed the lights, and the lions stopped attacking. Soon villages elsewhere in Kenya began installing Richard’s “lion lights.”

• CA Chris Anderson is the curator of TED.

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Strategy presentation templates

Document your strategy and get buy-in from stakeholders with these free, professionally designed, fully customizable templates.

Strategy Presentation Template

Present the key points of your strategy using a Strategy Presentation Template. Ensure that your team understands the direction to take and how to execute plans.

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About the Strategy Presentation Template

This Strategy Presentation Template helps transform strategic ideas and thinking into actionable plans. With a clear template, you can present a strategy to your team to ensure that everyone is on the same page about where your business is heading. 

Visual learning is a great way to engage employees and get them on board with never-before-seen ideas. The Miro Strategy Presentation Template will ensure that everyone listening understands the strategy presented and has a clear idea of the role they’ll play.

What’s a strategy presentation?

Strategies are the ideas and approaches business leaders map out to secure the future of a company. A strategy isn’t a plan. Rather, it’s a list of methods your team will use to achieve the company goals. These tactics refer to the what, how, and why of certain ideas to get everyone on board with the moves your team will make. 

Presenting your strategies is the best way to allow people to understand what the business will focus on in the future. Strategies are often more abstract than concrete plans. 

So, being able to discuss and present them to an audience can be challenging. A well-structured presentation is a great way to get employees to understand their roles and responsibilities in applying future strategies. 

What should be in a strategy presentation? 

The success of a presentation depends on the content included in it. It must be holistic, easy to understand, and flow well to keep listeners engaged. Your strategy presentation should: 

Discuss the big picture. The big picture should be your starting point for your strategy presentation. The overall goals and aims of your business should guide your strategies and provide an overview of the end goal. It’s important that listeners learn about this overarching approach to understand the rationale behind certain strategies.

Focus on the “why” of each strategy. It’s important that the team members involved in the strategy execution understand the “why” behind the business strategy. This will motivate and direct them as they complete their specific tasks within the overall strategy.

Benefits of a strategy presentation 

The following are the biggest advantages of a strategy presentation:

It establishes a sense of direction. The main benefit of a strategy presentation is to bring everyone in the business on board with the company’s direction and goals. It’s important that everyone understands this direction to work collaboratively and effectively to achieve the strategic goals. 

It improves focus within the team. A strategy presentation helps everyone understand the business objectives and key results , the actions they need to take to deliver the strategy, and their role in the business’s success. Based on this critical information, employees and workers will focus more on the tasks they need to complete.

It presents information visually. A strategy presentation is an effective way to visually communicate ideas to everyone on your team. Technical speeches with a lot of business jargon might be difficult for some to understand, but a strategy presentation template can help.

How to use the Strategy Presentation Template 

Here’s how to use this template to effectively communicate and present your strategy:

1. Fill in the frames with your strategy information

The Strategy Presentation Template has frames that act like editable slides for your presentation. Start by filling in each frame with the key information regarding your strategy. From the big picture and individual strategies to roles and jobs to be done, it’s important that you include all the ideas you want to discuss.

2. Customize the template

One of the main benefits of using this template is its flexibility. If certain frames don’t suit the message you want to convey, you can easily remove slides or edit them to suit your needs. You can move frames, arrange content on frames in a grid-like mode, and hide content on frames from your collaborators’ view. The frames are easy to manipulate, and the template is set up in a way that makes it easy to jump between slides to facilitate discussion and collaboration.

3. Use presentation mode

Once you’ve organized the information on each frame, it’s time to present. After entering full-screen presentation mode , use the arrow icons or arrow keys to navigate between frames as you showcase your strategy like a professional. 

4. Get feedback

Developing a strategy should be a collaborative process. It’s easy to share your strategy presentation with the rest of your team by creating a link or adding others as collaborators. Share your slides and get feedback anytime, anywhere.

How to pull off a great strategy presentation 

Presentations can be daunting, and getting your message across isn’t always an easy task. Keep the following tips in mind to help your strategy presentation communicate your strategic ideas effectively:

Make sure your insight is focused

Before you start thinking about presenting your company strategy, it’s important that your information is well researched and focused. It must not be scatterbrained, and claims must not be made without research to back them up. This is where you must collaborate with different people in your business to understand their opinions. You should also have a clear picture of the positions within the company and the role each person plays in carrying out the strategies.

Communicate the principles

The listeners of your presentation should understand the principles the strategy is based on. For example, if a strategy is focused on increasing productivity using a certain method, the principles of that method should be discussed. This brings it back to the “why.” The “why” must be explained and discussed throughout the presentation for your strategy to be properly received.

How do you start a business presentation strategy?

The best way to start a business presentation strategy is to discuss the job at hand. In other words, the presentation should start with the problem that needs to be solved. After this problem is understood and discussed, move on to the strategies that will be employed to solve it. After the introduction, this is the best way to engage the audience and make sure they understand the entire picture.

How do you structure a strategy presentation?

Having a well-structured strategy presentation is key to maintaining your audience’s attention and getting your point across. Begin by discussing the problem that needs solving. Secondly, discuss the principles that will underpin the strategies to be discussed later — the “why.” Lastly, after listeners begin thinking about solutions to the problem, present your ideas and tactics. This lends itself to a brainstorming and collaboration session.

When do you use a strategy presentation?

Strategy presentations can be used in any business sector that needs a revamp or has a problem that needs to be solved. For example, if your company wants to boost its online presence, it might be helpful to plan a social media strategy presentation. These strategic planning presentations can be used in all aspects of your business, from expansion to improving customer experience.

Get started with this template right now.

Change Management Presentation Template

Works best for:.

Presentations, Strategic Planning

Employee resistance to change can block any positive initiative. You won’t have to struggle with it if you clearly communicate what upcoming changes mean and how they’ll benefit your company in the long run. Use our Change Management Presentation Template to outline your implementation strategy and spark enthusiasm among employees.

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Designed to remove the clutter and communicate the most important information in a clear and visually appealing way, our Simple Presentation Template will keep your audience’s eyes glued to the screen and their ears tuned into your voice — without having to add any fancy bells or whistles.

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The Easy Guide to Making a Business Plan Presentation

Failing to plan is planning to fail.

That’s why a business plan is crucial to your business. If you want to make sure that the promising business idea in your head is feasible, you have to start with a business plan .

Visuals make anything easier to understand. That’s why including them in your business plan presentation is a foolproof way to ensure that it’s readily welcomed by your audience and digested without confusion.

By no means is this business plan template limited to presentations; you can also include these diagrams in your business plan documents to make them more readable.

Following are downloadable Simple Business Plan Templates

• Business Plan Template PDF
• Business Plan Template Word
• Business Plan Template PowerPoint

What is a Business Plan?

Benefits of using a business plan presentation, executive summary, company profile, customer profiles.

• Perpetual Map
• Porter’s Five Forces

SWOT Analysis

Pest analysis, competitor profile.

• Competitive Intelligence

Marketing and Sales Strategies

Organizational structure and management, product canvas, value proposition canvas.

• Financial plan

Common Mistakes to Avoid When Creating a Business Plan Presentation

Faqs about business plan presentations, want to extend the guide to creating a business plan presentation.

Let’s start by clarifying the business plan definition.

A business plan is a document that describes your business in terms of what it does, the products and services it offers, your business strategy and business goals, and your action plan outlining how you plan to achieve your goals and earn money.

The main purposes of a business plan are to

• Show the future financial performance of the company and its economic situation for the owners and investors.
• Help identify risks that may affect the growth of the company and provide strategies to overcome them.
• Help make predictions about market trends, competitor behavior, customer requirements and define and prioritize key business objectives .
• Serve as a key resource for developing budgets

Clarity and Communication

A business plan presentation helps you communicate your business idea, goals, and strategies with clarity. It allows you to distill complex information into concise and visually appealing slides, making it easier for your audience to understand and grasp the key points. Presenting your business plan in a structured and organized manner enhances clarity and ensures that your message is effectively communicated.

Engaging and Persuasive

A well-designed and well-delivered business plan presentation can be highly engaging and persuasive. By using visual aids, such as graphs, charts, and images, you can capture the attention of your audience and create a memorable impact. Effective storytelling and compelling visuals can help you convey the value proposition of your business, showcase market opportunities, and convince investors, stakeholders, or potential partners to support your venture.

Feedback and Interaction

Presenting your business plan allows you to receive immediate feedback and engage in discussions with your audience. This feedback can be invaluable in refining your business strategy , identifying potential gaps or weaknesses, and addressing questions or concerns. The interactive nature of a presentation enables you to have a dialogue, gather insights, and build relationships with key stakeholders. It also provides an opportunity to demonstrate your expertise, passion, and confidence, which can further strengthen your credibility and increase the likelihood of securing support or funding for your business.

The Key Elements of a Business Plan

A business plan should contain the following key components.

• Executive summary
• Company profile
• Market analysis
• Marketing and sales strategies
• Organizational structure and management
• Services and products

Although this comes first, it’s smarter to write it at the end. The executive summary of your business plan should explain what is great about your business model and its products or services.

It should be concise and appealing to the reader. And it’s easier to write a meaningful summary once you have filled in the rest of your plan.

Your company profile should provide details on,

• Company history
• Overview of the company
• Mission Statement
• Key resources
• Business contact information
• Products or services
• Location details
• The market you serve
• Your key customers
• The customer issue you seek to solve

All these details can be presented in a much nicer way with an infographic like the one below. It’s easier to read and understand and more compact and clearer than paragraphs of detail.

Market Analysis

Through a market analysis , you can find enough detail to define your target market, its size, customer segments, and their needs.

Your market analysis should also include a competitor analysis, where you will research your key competitors in terms of their influence in the market, their strengths and weaknesses, the threats they pose to you, their products and services, their pricing plans, their marketing strategies etc.

Some visual techniques you can use in this section to present your data are

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

Perceptual Map

This tool helps you depict and analyze how your (potential) target customer perceives the brands or products of your competitors. It helps you make sense of your product or service’s competitive positioning through the survey data at your hand.

Porter’s Five Forces

This tool is used to assess your business competitive strength and position against your competitors. Using it you can understand whether your new product or service is profitable.

SWOT analysis is a great way to determine the strengths and weaknesses of your competitors and the opportunities and threats they bring to you within the industry. You can also use it to assess the capabilities of your own company.

More on SWOT Analysis: What, Why and How to Use Them Effectively

PEST stands for Political, Economic, Socio-Cultural and Technological factors. It’s a great way to examine how the external forces in your market can impact your company. It will also help you shape your marketing strategy and develop your risk management plan.

View More More on SWOT Analysis: PEST Analysis Tools

All the details you have gathered on your competitors, such as their sales numbers, strategies, partners, suppliers etc. can be organized here. It’s a great way to prepare your competitor analysis data to be added to your business plan presentation.

View More Competitor Analysis Tools

Competitive Intelligence Mind Map

Or you can convey these data in a mind map. You can use Creately Viewer to add this to your online documents, websites, intranet, Wiki, or business plan presentations. This way you can view any links included in the mind map and navigate through it easily.

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

View More Market Strategy Planning Tools

This is where you outline how you plan to market and sell your product. It’s easier to do now as you have extensive knowledge about your market, target customer and your competitors.

With your marketing strategy, you have to consider factors like your marketing or communication channels, marketing goals, marketing budgets, resources etc.

With your sales plan , pay attention to your sales targets, sales tools, resources etc.

You can use mind maps to visualize all this data to your audience. You can either use two mind maps to outline your sales and marketing strategies separately or a single mind map to showcase both.

Marketing and Sales Plan Template

If you want separate a marketing plan and sales plan, check out the templates below,

• Marketing Plan Template for Business Plan Presentation
• Sales Plan Template for Business Plan Presentation

Who are the key personnel involved in your organization? List them down in this section along with their expertise.

Use an organizational chart to represent your team, their roles and skills. It can help you highlight the hierarchy of your organizational structure as well.

Services and Products

This section explains your services or products and how they can benefit the customers. Here are some visualizations you can use to make this section more interesting to your audience.

Product canvas is a tool used to map, design and describe your product strategy. It takes into consideration your target audience, the important features of your product decided by storyboards , epics, design sketches, mockups , and the tasks you need to carry out to build the product.

Learn about this in more detail here .

It’s a tool you can use to ensure that your product or service fits the requirements of your customer. It helps you look into

• The value you can deliver to the customer via your product or service
• Which customer problems/s that you are trying to solve
• Which is the job that your product helps the customer to finish
• Which customer needs you are satisfying
• What are the different products you are offering to each customer segment

Financial Plan

This is the section where you provide all financial information related to your business. This section is required if you are presenting your business plan to investors.

It will include both historical data such as cash flow statements,profit and loss statements, income statements etc. and financial projections based on the impact of your new product.

If you are pitching a new product to your investors, you may also want to include your funding requirements.

For a business plan presentation, you can use a digital database of your financial information with a simple Creately mind map. You can link up all your financial statements on your mind map.

This way anyone who refers to the mind map can easily access the linked resources from one single place.

Overloading with Information

One of the most common mistakes is including too much information on each slide. This overwhelms the audience and makes it difficult for them to follow along. Keep your slides concise and focused on key points. Use bullet points or visuals to convey information effectively.

Lack of Visual Appeal

A presentation that lacks visual appeal can fail to engage the audience. Avoid using too much text and opt for visually appealing elements such as images, graphs, and charts. Use a consistent color scheme and fonts that are easy to read. Make sure your visuals support your message rather than distract from it.

Ignoring the Audience’s Needs

It’s essential to consider the needs and interests of your audience when creating a presentation. Tailor your content to address their concerns and provide relevant information. Avoid using jargon or technical terms that your audience may not understand. Focus on presenting the most compelling aspects of your business plan that align with their interests.

Lack of Practice and Rehearsal

Presenting a business plan without sufficient practice and rehearsal can lead to a lack of confidence and a disjointed delivery. Practice your presentation multiple times to become familiar with the content, timing, and transitions. Rehearse in front of a mirror or a small audience to receive feedback and improve your delivery.

By avoiding these common mistakes, you can create a compelling and effective presentation that effectively communicates your business plan to your audience.

In this post we have explained how to create a business plan presentation step-by-step. Make use of the templates that are provided to make your presentation more eye-catching and easy-to-understand.

Here are some more tips on making your presentation a hit.

Join over thousands of organizations that use Creately to brainstorm, plan, analyze, and execute their projects successfully.

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Amanda Athuraliya is the communication specialist/content writer at Creately, online diagramming and collaboration tool. She is an avid reader, a budding writer and a passionate researcher who loves to write about all kinds of topics.

Blog – Creative Presentations Ideas

infoDiagram visual slide examples, PowerPoint diagrams & icons , PPT tricks & guides

7 Essential PPT Templates for Strategic Planning Presentations

Last Updated on March 6, 2024 by Peter Z

It’s no secret that company strategy needs to be understood clearly by all people so all activities and projects are aligned with it. Creating a presentation deck on strategic topics can be challenging, as you need to show the big picture in a catchy way that will resonate with all involved people. Substituting huge text blocks with easy-to-follow infographics will definitely help you communicate various long-term and strategic planning topics.

We’ve put together this list of recommended PowerPoint slide decks that can be a source of graphical inspiration so you don’t have to spend endless time searching for visuals to fit the presented concepts.

Elevate your business performance presentations with our curated resources – visit our financial performance PPT reports page .

These seven templates will help you create high-quality presentations to convey strategic planning concepts:

• Strategy Management Pillars
• Roadmap Diagrams
• Vision & Mission Concepts
• Business Model Canvas
• Go To Market Strategy Plan
• Business Recovery & Transformation Plan
• Gap Analysis Types and Tools

Explore slide decks presented here in the Strategy and Long-term Planning PowerPoint Templates collection . You can get any deck or separate slide as an editable PPT file.

Strategy Management Pillars Graphics

The metaphor of ancient columns is often used to present foundation elements holding the building. As you can see in the example below, the pillars of business excellence represent the core values and form the foundation to hold up the “roof” – the company vision.

Explore the Strategy Management Pillars collection here that will help you create strategic planning slides faster.

Pillars can be used to present the following concepts:

• Foundation your company was built on and why you do what you do.
• Company vision, mission, key values, and capabilities
• Core principles of your business
• Project plan essentials

Roadmap Diagram Templates for Sharing Long-term Vision and Strategic Planning Goals

A well-designed roadmap is like a GPS for your business or project. It’s one of the best visual tools to make your vision and steps towards it clear for everyone on the team.

You can use roadmaps to show yearly or quarterly goals, steps to achieve, and phases of your project plan. Check the Roadmap Diagram Templates collection here .

The roadmap is an effective visualization tool that can remind everyone of your vision and keep all team members on the right road. Check three ways to design a roadmap slide depending on the type of planning you present.

Roadmaps should not necessarily contain the “road” image, despite its name, they can also be visualized as a table. If you’re discussing product development or release, sharing responsibilities within the team, or want to track projects across departments, such roadmap tables will help you illustrate these concepts more visually.

Vision & Mission Presentation Diagrams

Besides current goals, strategies, and action plans, every company has a mission – a reason it exists and a vision – a striking statement clarifying the business’s meaning and purpose for stakeholders.

To underline the importance of these statements and show how your company differs from others, try using more creative and fresh designs for such slides. If you’d like to save time, choose templates from our collection of slides for illustrating vision, mission, and values .

For more ideas on presenting various statements, see seven ideas for the quote slides .

Business Model Canvas Template

The Business Model Canvas framework is a strategic management template used for describing or altering existing business models and developing new ones. It allows seeing a big picture of core activities, resources, and partners.

BMC is widely used by companies and startups to analyze their strategy and apply the lean startup approach. Visualizing it without cluttering the slide will help you keep the audience’s attention and convey your ideas clearly.

Go-To-Market Strategy Plan Framework

The go-to-market strategy is the tactical action plan that drafts the necessary steps to deliver a unique value proposition to customers and achieve a competitive advantage in a new market. It can be applied to pretty much anything, from launching new products and services, to re-launching your company or brand.

Having a concisely presented go-to-market strategy can help a lot while explaining it to the management board or stakeholders because such documents usually contain lots of content and numeric data. Get inspired by Go To Market Strategy Plan graphics covering all elements of GTM.

You can use these graphics to:

• Design a framework for your go-to-market strategy including all important elements on one slide
• Illustrate total available, serviceable available & obtainable market volume
• Describe the competitive landscape by comparing the biggest market players
• Show entrance and exit barriers
• Visualize your targeted customer profile
• Present financial highlights
• Illustrate key milestones and timeline of a rollout to the new marketplace
• Describe the key success factor of your expansion strategy

Business Recovery Plan Graphics Template

If you are working on a business recovery or transformation plan, illustrating key business challenges, trends, and your crisis management strategy in a clear, informative manner will help you be heard.

You can reuse and adapt our collection of Post-Pandemic Business Recovery Plan diagrams to present your strategy on how to deal with any sudden emergency situation, causing massive business disruption, and adapt to a new business context.

Slides in this deck can be used to:

• Describe phases of business reaction
• Visualize methods how to reshape the ways of working for the future
• Illustrate your performance gap analysis
• Present a contingency plan for the response phase
• Visualize your digitalization and automatization strategies
• Cover responsibility and sustainability aspects
• Illustrate the circular economy model
• Summarize digital co-working success elements

To outline the next steps after such a strategic planning meeting, explore ideas on illustrating the concept of follow-up with one symbol .

Gap Analysis Types and Tools Presentation

A gap analysis is a business assessment methodology that compares actual performance and results with what was expected. It is useful when you need to evaluate current results and the necessary improvement efforts to close the gap and reach the desired performance,

Check our Gap Analysis Diagrams deck which includes templates to show the concept of gap analysis, its benefits and types, brand perception & customer experience gaps, efficiency gap benchmark, and more.

If you are looking for general graphics to help your audience connect the dots between concepts or ideas, check bridge graphics design ideas .

Summary of the best visual metaphors for strategic planning

One of the most common presentation design challenges is how to paint a big picture to convey a complex message. Infographics and visuals can help you a lot with this. They don’t have to be overcomplicated, simple diagrams will do. You can see from the examples that it’s enough to choose a good visual metaphor: pillars, road, a mountain, gap & a bridge, target bullseye, or DNA helix.

Pre-designed PowerPoint decks full of various diagrams and icons will help you save time on designing those infographics. Most of the slide decks in this blog also contain business-relevant content, which you can reuse for your presentations.

Designer’s tip: When designing your slides, remember consistency rules if you’re mixing slides from two or more PowerPoint files or other sources. It will help to make your presentation more professional-looking and therefore it will be easier to make an impact on the audience you’re talking to.

Explore our YouTube channel for more creative inspiration:

Resources: PowerPoint Templates for Strategic Planning Presentations

Explore the complete presentation graphics about long-term planning and business strategies topics. All templates mentioned above, and many more, are available in the infoDiagram collection:

Strategic and Long-term Planning PowerPoint Templates

More inspiration for strategic planning presentations

• How to choose the right diagram so it fits the content
• Illustrating strategy concept with one icon
• 10 decks to visualize projects review and plan for the future
• How to present a triple-bottom-line business model creatively
• Ideas to avoid boring company overview presentation

You can find more design ideas and examples of presenting strategic planning topics on our blog .

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Chief Diagram Designer, infoDiagram co-founder View all posts by Peter Z

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Business Strategy Powerpoint Presentation Slides

Achieve business goals and objectives with the help of content-ready Business Strategy Powerpoint Presentation Slides. Improve company’s market position and overall performance using professionally and innovatively designed business strategy PPT presentation templates. This business strategy PowerPoint slideshow will help you develop plans and techniques and execute plans as well to accomplish those business goals. Follow a set of competitive moves to have your business attract customers. Create a plan to let your business reach out to its goals using business strategy PPT presentation designs. This company strategy PowerPoint deck covers topics like executive summary, mission vision values, management board, targets for the next business quarter, establish a value proposition, marketing plan objectives, identifying new marketing channels, brand promotion strategies for engagement, look to your competition, focus on your strengths, product feature comparison, annual budget, assets & revenue, company sales & performance dashboard, financial projections for strategic planning, funding requirement, use of funds, recruitment plan, operational plan, project timeline chart, swot analysis, and more. Get access to the business strategy PowerPoint presentation slides to formulate strategies to secure a competitive position in the market. Be hardy to the core with our Business Strategy Powerpoint Presentation Slides. They help you display great endurance.

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Presenting business strategy presentation slides. This deck comprises of total of 50 slides. It covers all the major aspects of the topic. This complete presentation comprises of amazing visuals, icons, graphs, and templates. Our designers have crafted this presentation with a thorough research. These slides are easily editable. You can add or delete the content as per your need. Compatible with all screen types and monitors. Supports Google Slides. Download it now.

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Content of this Powerpoint Presentation

Business strategy gives direction and focus, ensuring that all actions and decisions are consistent with the organizational objectives. The strategy enables firms to foresee and react to market changes, industry trends, and competitive challenges. It promotes effective resource allocation by ensuring that resources like finances, human capital, and technology are used efficiently to maximize profits.

However, structuring a framework for successfully implementing these strategies is difficult. This is where our templates come in handy.

Achieve corporate goals and targets using these content-ready Business Strategy PowerPoint Presentation Slides. These professionally prepared templates can help you improve your company's market position and performance. It includes the executive summary, mission, vision, values, management board, following business quarter objectives, value proposition development, and more. A few slides you should include in your presentation are shown below.

Let's explore!

Template 1: Executive Summary

The significance of an executive summary stems from its capacity to offer stakeholders a brief understanding of the presentation's essence without going into detail. The following slide highlights a summary of the previous year and targets for the following year. The summary is based on revenue, profits, operational costs, total customers, marketing channels, revenue, etc. It emphasizes the significant objectives, strategies, and results, allowing decision-makers to understand the importance and make informed decisions more efficiently. 

Template 2: Targets for the Next Business Quarter

Setting targets for the next business quarter is essential because it provides a clear focus and direction for the organization, ensuring that activities are aligned with specified goals. This helps prioritize jobs and resources appropriately. Targets also act as standards for monitoring development and performance, encouraging staff to be accountable and strive towards common goals. This PPT Slide represents targets in terms of revenue, launching new products, expansion, and increase in sales. 

Template 3: Marketing Plan Objectives

This PowerPoint Slide showcases that marketing plan objectives identify particular targets that the company hopes to achieve with its marketing activities within a set timeline. It involves raising brand exposure, gaining market share, increasing sales income, improving consumer interaction, or introducing new items. It gives a road map for developing marketing strategies, allocating resources, and defining performance goals. Finally, they combine marketing operations with company objectives to achieve desired results and generate long-term success. 

Template 4: Brand Promotion Strategies for Engagement

This PowerPoint Slide demonstrates how brand promotion strategies for engagement involve various approaches to increasing brand awareness and attracting and keeping customers. For example, Advertising campaigns use a variety of mediums to reach their target consumers efficiently. Building demand generates anticipation and excitement for items or services via clever marketing initiatives. Email competitions engage and reward audiences, increasing interaction and brand recognition. Press conferences are forums for delivering brand stories and statements, increasing trust and media exposure. Leverage its design and information to give a compelling slideshow.

Template 5: Look To Your Competition

This PowerPoint slide compares the company and its competitors. It includes color-coded elements that emphasize business concerns, classifying them as high, moderate, or low priority. It also identifies the business's distinguishing features compared to competitors, areas in which it succeeds, and areas of equality. This slide helps with strategic analysis by visually exhibiting competitive advantages and disadvantages, which informs decision-making about positioning in the market, product distinction, and areas for improvement to better satisfy consumer demands and preferences.

Template 6: Annual Budget

This PowerPoint slide outlines a company's planned revenues, costs, and investments for a single year. It contains estimated sales, operational costs, salaries, marketing expenses, investment, and expected profits or losses. Its relevance to business owners emerges from its position as a financial decision-making roadmap, giving a framework for deploying resources efficiently, managing cash flow efficiently, and evaluating performance against goals. It enables proactive cost-cutting measures, capitalizing on growth possibilities, securing financing, and ensuring long-term sustainability by combining financial strategies with corporate goals.

Template 7: Financial Projections for Strategic Planning

Financial projections for strategic planning comprise estimating income, costs, and financing requirements over multiple years to help with strategic decision-making. This PowerPoint Slide estimates net revenue, total expenses, and financing costs, considering market trends and user growth. A target market study is also provided to help estimate possible income streams and expense forecasts for operational and administrative costs. Financial forecasts give information on the viability and sustainability of strategic projects, which helps with the distribution of resources, budgeting, and goal setting to lead the organization toward long-term success.

Template 8: Project Timeline Chart

A Project Timeline Chart graphically illustrates project activities, milestones, and deadlines across time, assisting with strategic planning. This PowerPoint Slide features color-coded sections to improve business owners' comprehension, enabling easy identification of critical stages and possible bottlenecks. The advantages include transparent communication of project progress, resource allocation optimization, and proactive handling of deadlines and dependencies. It promotes consistency among employees and stakeholders, ensuring everyone stays on track to meet strategic objectives.

Template 9: Strategic Plan Development

This PowerPoint slide illustrates developing a strategic plan to meet long-term organizational goals. It starts with an environmental evaluation, which considers external elements such as trends in the market, competitors, and regulatory changes. An internal evaluation simultaneously assesses abilities, shortcomings, funds, and skills. This information develops a strategic definition, detailing specific goals and directions connected with the company's objective. The plan's implications are carefully analyzed, including preparing for possible risks and alternatives. The result is a complete strategy that guides the allocation of resources, decisions, and operations to ensure long-term development and competitive advantage.

Template 10: Key Success Indicators Dashboard

This PowerPoint slide presents a Key Success Indicators (KSI) Dashboard, which clearly depicts essential indicators necessary for assessing the performance of corporate strategies. Typically, it contains key performance indicators (KPIs) like sales growth, customer happiness, and profitability related to the company's strategic objectives. With the dashboard's real-time information, strategic changes may be made on time. This template also includes a comparative graph showcasing the percentage of revenue growth, employee cost reduction, increase in direct cost, etc. 

Strategize, Execute, Succeed

Strategic planning allows firms to align their activities, resources, and decision-making processes with goals and objectives. Strategy is important because it provides direction, fosters innovation, manages risks, and facilitates long-term growth. Businesses that proactively analyze their internal and external settings can obtain a competitive edge, adjust to market changes, and capitalize on opportunities. Finally, strategic thinking and planning are essential for firms to traverse complexity, prosper in dynamic circumstances, and achieve long-term success in today's ever-changing economy. Download these templates to kickstart your strategy planning and implementation process most effectively.

Business Strategy Powerpoint Presentation Slides with all 50 slides:

Figure out the complexities with our Business Strategy Powerpoint Presentation Slides. Get a good grasp of the essentials.

The purpose of a Business Strategy Presentation is to provide a comprehensive overview of a company's business strategy, including its mission, vision, goals, financial projections, and initiatives.

The Marketing Plan Objectives include introducing new products, extending or regaining market share, entering new territories, boosting sales, cross-selling, entering long-term contracts, raising prices, refining products, and enhancing manufacturing or product delivery.

A company can identify new marketing channels by researching its target audience, analyzing competitors' marketing strategies, exploring new technologies, and leveraging social media platforms.

A SWOT analysis is a strategic planning tool that helps businesses identify their Strengths, Weaknesses, Opportunities, and Threats in the marketplace.

A company can expand its market reach by developing new products, improving processes, implementing supply chain strategies, improving communication and teamwork, and reviewing its distribution strategy.

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5 Steps to Preparing an Engaging Industry Presentation You can make a great impression and generate interest with an exciting, informative presentation. Find out my five secrets to creating an industry presentation guaranteed to wow.

By Cyrus Claffey Edited by Chelsea Brown May 28, 2024

Key Takeaways

• This article offers practical advice for delivering impactful presentations at industry events, emphasizing the importance of a comfortable stage presence, understanding your audience, designing effective slides and more.

Opinions expressed by Entrepreneur contributors are their own.

Industry events are a chance to network with your colleagues and impress distributors — but to really make the most of your time at a conference, you need to learn how to prepare a presentation that engages, informs and leaves an impact.

I've presented at some of the most important real estate and property technology events in the country as the founder of ButterflyMX . Here are a few tricks I've picked up along the way to wow any audience.

Related: 6 Tips for Making a Winning Business Presentation

1. Getting comfortable with the stage

I recommend taking a walk around the stage before your presentation. By familiarizing yourself with your environment, you can prepare yourself better.

And while you're on stage, a relaxed, comfortable presence goes a long way in keeping your audience engaged . Whether you want to play your presentation casually or more formally, audiences can sense discomfort, which prevents them from fully connecting with your message.

To project your sense of comfortability, focus on your body language . You can project confidence by speaking slowly and clearly and by walking across the stage to keep the audience's attention — even if there's already a podium or lectern set up on stage.

Unfortunately, if a speaker spends too long standing behind the podium, an audience might interpret that as a sign of indecision and inaction from the speaker. Instead, you can remove any barriers between yourself and the audience by using the whole length of the stage.

2. Familiarity with industry statistics

An audience that doesn't know me might be wondering why they should be taking my advice. I certainly don't blame them. When I'm watching a new presenter, I ask the same question.

If you can back up your claims with hard data, your presentation will ring true with listeners. You can cite industry-wide statistics or establish your own bona fides by citing stats that buttress your own credibility by establishing your company's success.

In my case, I'm happy to use a couple of statistics that prove how successful my company, ButterflyMX, is in the proptech industry. For instance, we serve more than one million apartment units, and if you're interested in how consumers feel about us, look no further than the internet — we have over 20,000 five-star reviews !

Related: 7 Ways to Captivate Any Audience

3. Knowing your audience

Depending on who your audience is , you'll have to adjust your game plan and prepare for different things.

I've spoken at conferences where the audiences couldn't be more different — a presentation that wows one crowd might have no information that's applicable to another. As the founder of a property technology company, I have the pleasure of speaking at a variety of different conferences that serve different markets.

For example, integrators and installers might value a talk on product features and hardware more than others. And if I'm presenting to an audience of property managers, I'll know to dial down the technical talk and focus on the benefits a robust video intercom offers, such as simplifying their day-to-day workloads.

Depending on your audience, you need to strike the right balance between talking about hardware specs and features.

4. Designing your slides carefully

Slides are a good opportunity to share the aesthetics, tone and values of your company — but you've got to make sure you use them effectively.

A slide with too much text looks busy, and it'll distract your audience and draw focus away from you. Instead, consider putting that information into your notes and speaking it aloud. Slides should focus on one or two visual elements, like bullet points, charts and graphs.

As for the actual design of your slides, you should ensure that you adhere to your company's brand guidelines. If you're unfamiliar with the concept, brand guidelines are a single, governing document that goes over important design concepts like the colors and logos that your company has.

Related: 6 Ways to Take Your Next Presentation to the Next Level

5. Asking for audience participation

Asking for audience participation is the ultimate way to ensure everybody is locked in and paying attention — but it's also a double-edged sword. You also need to be prepared in case asking the audience to participate doesn't necessarily go your way.

For example, you might generally ask if an audience has any questions at the end of your presentation. But you run the risk of running into a hostile, bad-faith question — or you might even be met with silence.

That's why I'd recommend you give the audience questions and tasks that have a little more structure. You could do things like asking for a show of hands, asking for specific anecdotes or taking a poll.

Polls have gotten an especially high-tech upgrade recently — see if you can set up an electronic voting system that allows audience members to vote with their smartphones. Then, you'd be able to throw the results on screen and watch them update in real time!

You should pepper these interactive sections throughout your presentation to ensure that audiences are engaged throughout your entire talk.

Entrepreneur Leadership Network® Contributor

Founder of ButterflyMX

Want to be an Entrepreneur Leadership Network contributor? Apply now to join.

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A step-by-step guide to craft a winning sales presentation outline 

Get your team on prezi – watch this on demand video.

Anete Ezera February 08, 2023

Creating an effective sales presentation outline is crucial if you want to impress and persuade potential customers to purchase your products or services. Whether you’re part of a small startup or a large corporation, a well-crafted presentation can help you make a powerful and convincing case for your offering.

Crafting a successful sales presentation can be a challenging task. With the right knowledge and tools, you can create a winning presentation that communicates the value of your product or service while saving time in the process. Whether you’re giving a presentation in person or online, the key is to keep your audience engaged and interested in what you have to say. In this article, we’ll go over the basic structure of a sales presentation, offer tips for making as effective a sales presentation outline as possible, and provide some great sales presentation templates and examples you can use for inspiration.

The structure of a sales presentation

• Introduction

The introduction of your sales presentation should grab your audience’s attention. It also should give them a sense of what they can expect from the rest of the presentation. Start by introducing yourself and your company, and then provide a brief overview of the product or service you’re going to be discussing. This is also a good opportunity to establish a connection with your audience by finding common ground or addressing any pain points they may be facing.

• Problem Statement

After the introduction, it’s important to clearly define the problem or challenge that your product or service is designed to solve. This will help your audience understand the need for what you’re offering. It’ll also set the stage for the next section of the presentation.

Now that you’ve clearly defined the problem, it’s time to introduce your solution. This is where you’ll provide detailed information about your product or service, including its features, benefits, and any relevant case studies or testimonials. It’s also the time to address any potential objections or concerns that your audience may have.

• Demonstration

If possible, include a live demonstration or visual aids like images, videos, or diagrams in your presentation. This will help your audience see how your product or service works in action and will provide a better sense of its value.

• Call to Action

The final step of your sales presentation is to ask for the sale. This can be as simple as asking for the order or booking a follow-up meeting. Be sure to remind your audience of the benefits of your product or service, and make it easy for them to take the next step.

Sales presentation outline tips

When crafting your sales presentation outline, there are a few things you have to keep in mind to make the presentation a true success. Take note of the following sales presentation structure tips that’ll help you create a presentation that stands out and makes an impact. 

Start your presentation right

The first impression is everything. Grab your audience’s attention with a compelling start of the presentation – introduce a shocking statistic, tell a story, or display a capturing visual. This way you’ll catch people’s interest right from the start. 

Support your claims

Use data and customer testimonials to support your claims about the key problem or pain point your product or service tackles.

Make an impact with data visualizations

Add interactive visuals such as graphics and charts to display statistics and other data in an engaging manner. Use Prezi Design to create these visuals. Also, use dynamic visuals, images, and videos – that’ll make the presentation more engaging and interactive.

Have a well-defined structure

Make sure to use a clear and consistent structure throughout the presentation, with a clear beginning, middle, and end. You want your presentation to feel like a story that’s well-formatted and thought-out. 

Highlight your USP

Clearly define your Unique Selling Proposition (USP) and highlight it throughout the presentation. Emphasize your USP using bold statements, impactful data, and eye-catching visuals.

Use storytelling techniques

Make your presentation more engaging and memorable by applying storytelling techniques. Swap your slide-based presentation for a Prezi presentation that elevates the storytelling experience. The non-linear format allows you to jump between topics instead of going through slides. This way your presentation will feel more like a conversation rather than a speech, making it a much more engaging and interactive experience.

Practice to make it perfect

Practice your delivery and timing to ensure that you stay within the allotted time and keep the audience engaged. This will help you define your sales presentation structure as you’ll notice what presentation parts take longer to discuss and where you need to add more content or context.

End your sales presentation on a memorable note

End your presentation with a clear call to action that leaves a lasting impact. Apply visuals, like images, data visualizations, videos, and animations to catch people’s attention. Also, remember to include contact information so the audience can follow up with you.

By incorporating the tips outlined above, you’ll be well on your way to creating an effective sales presentation that’ll help you close more deals. Remember that each presentation is unique and needs to be tailored based on the audience and context.

Great sales presentation examples

Developing a powerful sales presentation from scratch can be challenging. Seeking inspiration from existing successful examples can assist in creating a presentation that’ll leave a lasting impression on your audience. That’s why we’ve compiled a list of great sales presentation examples that score in presentation design and structure. 

Sales presentation on communicating key business elements

This presentation examines how to better define the purpose, vision, mission, values, and key business metrics. It’s a great example of a visually appealing and engaging sales presentation structure that scores in presentation design. It’s easy to navigate the presentation as you can zoom in and out of topics. Also, the visualization of a table as topic placement creates a compelling layout. The overall structure of the presentation has a natural and logical flow, going from background information to an action-based plan. 

Salesforce presentation

If you’ve ever wondered how to turn your workforce into salesforce, this presentation provides a clear guide that makes it easy for you to dig deep into this topic. The visual format clearly represents the topic and captures attention with the highlighted title and topics. 

Also, when viewing this presentation, you can zoom in and out on topics, deciding what you want to read about first. The layout is simple and straightforward, leaving no room for confusion. The presentation is structured to introduce the topic first, then go to 3 main talking points, and finally lead to tips that leave the audience with an action plan in mind. The presentation design also helps to navigate and understand the content better.  

Sales kickoff presentation

What makes a good sales kickoff? This presentation provides a step-by-step guide to having a great sales kickoff using powerful visuals and a well-defined structure. 

The steps are visualized as American football icons and illustrate the order in which they should be discussed. This provides an engaging viewing experience with a clearly defined outline that navigates the audience throughout the presentation

Creating an effective sales presentation outline is crucial for impressing and persuading potential customers to purchase your products or services. Crafting an effective sales presentation involves understanding your audience’s needs and customizing the presentation to suit them. The basic structure of a sales presentation includes an introduction, problem statement, solution, demonstration, and call to action. To make your presentation a success, it is important to start with a compelling introduction, support your claims with data and customer testimonials, use data visualization to make an impact, and have a well-defined structure. By following the tips and using the examples provided in this article, you can create a winning sales presentation that effectively communicates the value of your idea, product, or service and keeps your audience engaged and interested.

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Download the Environmental Care Business Plan presentation for PowerPoint or Google Slides. Conveying your business plan accurately and effectively is the cornerstone of any successful venture. This template allows you to pinpoint essential elements of your operation while your audience will appreciate the clear and concise presentation, eliminating any potential misunderstandings. It's not just about content, as our design also commands attention! Your business plan will definitely make a positive impression.

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How to Start a Business: A Comprehensive Guide and Essential Steps

Building an effective business launch plan

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Conducting Market Research

Crafting a business plan, reviewing funding options, understanding legal requirements, implementing marketing strategies, the bottom line.

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Starting a business in the United States involves a number of different steps spanning legal considerations, market research, creating a business plan, securing funding, and developing a marketing strategy. It also requires decisions about a business’ location, structure, name, taxation, and registration. Here are the key steps involved in starting a business, as well as important aspects of the process for entrepreneurs to consider.

Key Takeaways

• Entrepreneurs should start by conducting market research to understand their industry space, competition, and target customers.
• The next step is to write a comprehensive business plan, outlining the company’s structure, vision, and strategy.
• Securing funding in the form of grants, loans, venture capital, and/or crowdfunded money is crucial if you’re not self-funding.
• When choosing a venue, be aware of local regulations and requirements.
• Design your business structure with an eye to legal aspects, such as taxation and registration.
• Make a strategic marketing plan that addresses the specifics of the business, industry, and target market.

Before starting a business, entrepreneurs should conduct market research to determine their target audience, competition, and market trends. The U.S. Small Business Administration (SBA) breaks down common market considerations as follows:

• Demand : Is there a need for this product or service?
• Market size : How many people might be interested?
• Economic indicators : What are the income, employment rate, and spending habits of potential customers?
• Location : Are the target market and business well situated for each other?
• Competition : What is the market saturation ? Who and how many are you going up against?
• Pricing : What might a customer be willing to pay?

Market research should also include an analysis of market opportunities, barriers to market entry, and industry trends, as well as the competition’s strengths, weaknesses, and market share .

There are various methods for conducting market research, and these will vary depending on the nature of the industry and potential business. Data can come from a variety of places, including statistical agencies, economic and financial institutions, and industry sources, as well as direct consumer research through focus groups, interviews, surveys, and questionnaires.

A comprehensive business plan is like a blueprint. It lays the foundation for business development and affects decision-making, day-to-day operations, and growth. Potential investors or partners may want to review and assess it in advance of agreeing to work together. Financial institutions often request business plans as part of an application for a loan or other forms of capital. 

Business plans will differ according to the needs and nature of the company and should only include what makes sense for the business in question. As such, they can vary in length and structure. They can generally be divided into two formats: traditional and lean start-up. The latter is less common and more useful for simple businesses or those that expect to rework their traditional business plan frequently. It provides a vivid snapshot of the company through a small number of elements.

The process of funding a business depends on its needs and the vision and financial situation of its owner.  The first step is to calculate the start-up costs . Identify a list of expenses and put a dollar amount to each of them through research and requesting quotes. The SBA has a start-up costs calculator for small businesses that includes common types of business expenses.  

The next step is to determine how to get the money. Common methods include:

• Self-funding , also known as “ bootstrapping ”
• Finding investors willing to contribute to your venture capital
• Raising money online by crowdfunding
• Securing a business loan from a bank, an online lender, or a credit union
• Winning a business grant from a donor, usually a government, foundation, charity, or corporation

Different methods suit different businesses, and it’s important to consider the obligations associated with any avenue of funding. For example, investors generally want a degree of control for their money, while self-funding puts business owners fully in charge. Of course, investors also mitigate risk; self-funding does not.

Availability is another consideration. Loans are easier to get than grants, which don’t have to be paid back. Additionally, the federal government doesn’t provide grants for the purposes of starting or growing a business, although private organizations may. However, the SBA does guarantee several categories of loans , accessing capital that may not be available through traditional lenders. No matter the funding method(s), it’s essential to detail how the money will be used and lay out a future financial plan for the business, including sales projections and loan repayments . 

Businesses operating in the U.S. are legally subject to regulations at the local, county, state, and federal level involving taxation, business IDs, registrations, and permits.

Choosing a Business Location

Where a business operates will dictate such things as taxes, zoning laws (for brick-and-mortar locations), licenses, and permits. Other considerations when choosing a location might include:

• Human factors : These include target audience and the preferences of business owners and partners regarding convenience, knowledge of the area, and commuting distance.
• Regulations : Government at every level will assert its authority.
• Regionally specific expenses : Examples are average salaries (including required minimum wages), property or rental prices, insurance rates, utilities, and government fees and licensing.
• The tax and financial environment : Tax types include income, sales, corporate, and property, as well as tax credits; available investment incentives and loan programs may also be geographically determined.

Picking a Business Structure

The structure of a business should reflect the desired number of owners, liability characteristics, and tax status. Because these have legal and tax compliance implications , it’s important to understand them fully. If necessary, consult a business counselor, a lawyer, and/or an accountant.

Common business structures include:

• Sole proprietorship : A sole proprietorship is an unincorporated business that has just one owner, who pays personal income tax on its profits.
• Partnership : Partnership options include a limited partnership (LP) and a limited liability partnership (LLP) .
• Limited liability company (LLC) : An LLC protects its owners from personal responsibility for the company’s debts and liabilities.
• Corporation : The different types of corporations include C corp , S corp , B corp , closed corporation , and nonprofit .

Getting a Tax ID Number

A tax ID number is the equivalent of a Social Security number for a business. Whether or not a state and/or federal tax ID number is required will depend on the nature of the business and the location in which it’s registered.

A federal tax ID, also known as an employer identification number (EIN) , is required if a business:

• Operates as a corporation or partnership
• Pays federal taxes
• Has employees
• Files employment, excise, alcohol, tobacco, or firearms tax returns
• Has a Keogh plan
• Withholds taxes on non-wage income to nonresident aliens
• Is involved with certain types of organizations, including trusts, estates, real estate mortgage investment conduits, nonprofits, farmers’ cooperatives, and plan administrators

An EIN can also be useful if you want to open a business bank account, offer an employer-sponsored retirement plan, or apply for federal business licenses and permits. You can get one online from the Internal Revenue Service (IRS) . State websites will do the same for a state tax ID.

Registering a Business

How you register a business will depend on its location, nature, size, and business structure.  For example, a small business may not require any steps beyond registering its business name with local and state governments, and business owners whose business name is their own legal name might not need to register at all.

That said, registration can provide personal liability protection, tax-exempt status, and trademark protection, so it can be beneficial even if it’s not strictly required. Overall registration requirements, costs, and documentation will vary depending on the governing jurisdictions and business structure.  

Most LLCs, corporations, partnerships, and nonprofits are required to register at the state level and will need a registered agent to file on their behalf. Determining which state to register with can depend on factors such as:

• Whether the business has a physical presence in the state
• If the business often conducts in-person client meetings in the state
• If a large portion of business revenue comes from the state
• Whether the business has employees working in the state

If a business operates in more than one state, it may need to file for foreign qualification in other states in which it conducts business. In this case the business would register in the state in which it was formed (this would be considered the domestic state) and file for foreign qualification in any additional states.

Obtaining Permits

Filing for the applicable government licenses and permits will depend on the industry and nature of the business and might include submitting an application to a federal agency, state, county, and/or city. The SBA lists federally regulated business activities alongside the corresponding license-issuing agency, while state, county, and city regulations can be found on the official government websites for each region.

Every business should have a marketing plan that outlines an overall strategy and the day-to-day tactics used to execute it. A successful marketing plan will lay out tactics for how to connect with customers and convince them to buy what the company is selling. 

Marketing plans will vary according to the specifics of the industry, target market, and business, but they should aim to include descriptions of and strategies for the following:

• A target customer : Including market size, demographics, traits, and relevant trends
• Value propositions or business differentiators : An overview of the company’s competitive advantage with regard to employees, certifications, and offerings
• A sales and marketing plan : Including methods, channels, and a customer’s journey through interacting with the business
• Goals : Should cover different aspects of the marketing and sales strategy, such as social media follower growth, public relations opportunities, and sales targets
• An execution plan : Should detail tactics and break down higher-level goals into specific actions
• A budget : Detailing how much different marketing projects and activities will cost

How Much Does It Cost to Start a Business?

Business start-up costs will vary depending on the industry, business activity, and product or service offered. Home-based online businesses will usually cost less than those that require an office setting to meet with customers. The estimated cost can be calculated by first identifying a list of expenses and then researching and requesting quotes for each one. Use the SBA’s start-up costs calculator for common types of expenses associated with starting a small business.

What Should I Do Before Starting a Business?

Entrepreneurs seeking to start their own business should fully research and understand all the legal and funding considerations involved, conduct market research, and create marketing and business plans. They will also need to secure any necessary permits, licenses, funding, and business bank accounts.

What Types of Funding Are Available to Start a Business?

Start-up capital can come in the form of loans, grants, crowdfunding, venture capital, or self-funding. Note that the federal government does not provide grant funding for the purposes of starting a business, although some private sources do.

Do You Need to Write a Business Plan?

Business plans are comprehensive documents that lay out the most important information about a business. They reference its growth, development, and decision-making processes, and financial institutions and potential investors and partners generally request to review them in advance of agreeing to provide funding or to collaborate.

Starting a business is no easy feat, but research and preparation can help smooth the way. Having a firm understanding of your target market, competition, industry, goals, company structure, funding requirements, legal regulations, and marketing strategy, as well as conducting research and consulting experts where necessary, are all things that entrepreneurs can do to set themselves up for success.

U.S. Small Business Administration. “ Market Research and Competitive Analysis .”

U.S. Small Business Administration. “ Write Your Business Plan .”

U.S. Small Business Administration. " Calculate Your Startup Costs ."

U.S. Small Business Administration. “ Fund Your Business .”

U.S. Small Business Administration. “ Grants .”

U.S. Small Business Administration. “ Loans .”

U.S. Small Business Administration. “ Pick Your Business Location .”

U.S. Small Business Administration. “ Choose a Business Structure .”

Internal Revenue Service. “ Do You Need an EIN? ”

U.S. Small Business Administration. “ Get Federal and State Tax ID Numbers .”

U.S. Small Business Administration. “ Register Your Business .”

U.S. Small Business Administration. “ Apply for Licenses and Permits .”

U.S. Small Business Administration. “ Marketing and Sales .”

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