WRITING A BUSINESS PLAN

To establish a successful business, you need a good plan

Done right, a business plan is a great tool for securing investors, partners and funders.

A good business plan is like a map

As you start a new business, it’s important to set the course that you want the business to take and the destination you’d like to reach. Include these components:

A clear description

Explain your products and services. Provide an accurate picture of your target customers and competitors. Answer these key questions: Why are you starting the business? What will set it apart? What key strengths do you bring to it?

Your financials 

Include cash flow projections, with expected revenue and expenses in detail, as well as estimates for startup costs and any necessary large purchases. 

Your path to success

Show your expected growth and how you plan to get there. Detail your goals and opportunities, but also explain the obstacles in your way and your plan to overcome them.   

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DEEP DIVE

Presenting Your Business Plan

DEEP DIVE

Business Plan Executive Summary

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Business Plan Market Analysis

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Business Plan Mission Statement

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Business Plan Company Description 

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Business Plan SWOT Analysis

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Business Plan Organization and Management

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Business Plan Products and Services

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Business Plan Proposal for Funding

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Business Plan Marketing and Sales Strategy

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Business Plan Workforce and Support Personnel 

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Business Plan Financial Projections

Resources & Insights

5 Steps to Writing a Business Plan

The process of writing your business plan gives you opportunities to test your ideas on paper.
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Resources & Insights

Why Your Business Needs a Solid Business Plan

Creating a business plan allows you to map out the main elements of your company so you and others can get a clear picture of how it will operate. Essentially, you can “try out” different outcomes and understand the implications before you spend a dime on launching your business.
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Resources & Insights

Building Your Partnership Agreement Checklist

Like any good relationship, the best business alliances provide for communication, expectation, and conflict resolution.
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Resources & Insights

What Are the Building Blocks of an Ongoing Business Strategy?

Your business plan put your dream in motion. Now it’s time to consider a strategic plan that will keep that dream moving well into the future.
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Top questions, answered by our experts.

Learn about the components of a business plan and how to create one that communicates your business’ financial future and health. Learn about the components of a business plan and how to create one that communicates your business’ financial future and health. Learn about the components of a business plan and how to create one that communicates your business’ financial future and health.

If you’re writing a business plan, learn more about:

Learn about the components of a business plan and how to create one that communicates your business’ financial future and health. Learn about the components of a business plan and how to create one that communicates your business’ financial future and health. Learn about the components of a business plan and how to create one that communicates your business’ financial future and health.

If you’re writing a business plan, learn more about:

Learn about the components of a business plan and how to create one that communicates your business’ financial future and health. Learn about the components of a business plan and how to create one that communicates your business’ financial future and health. Learn about the components of a business plan and how to create one that communicates your business’ financial future and health.

If you’re writing a business plan, learn more about:

Learn about the components of a business plan and how to create one that communicates your business’ financial future and health. Learn about the components of a business plan and how to create one that communicates your business’ financial future and health. Learn about the components of a business plan and how to create one that communicates your business’ financial future and health.

If you’re writing a business plan, learn more about:

Learning Modules

BANKING FOR ENTREPRENEURS

Developing a Business Plan

Learn about the components of a business plan and how to create one that communicates your business’ financial future and health.

BANKING FOR ENTREPRENEURS

Small Business Financial Statements

Learn about the three most important financial statements: balance sheets, profit and loss statements, and cash flow reports.

BANKING FOR ENTREPRENEURS

Financial Wellbeing for Entrepreneurs

Learn more about the financial basics of entrepreneurship.