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Business Plan Presentation

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Business Plan Prepared by:

​[Sender.FirstName][Sender.LastName][Sender.Company]​

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Table of Contents

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Business Overview

Mission Statement

Where We Are

Problems We Solve

Proposed Solutions

Objectives

Market Analysis

Competition

Customer Segments

Marketing Strategy

Financial Plan

Operating Plan

Management Plan

The Team

Timeline

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How do you start a business plan presentation?

It’s important to start strong and grab your audience’s attention right away. Think about big wins you can communicate that differentiate your business from others and show your business is on a growth trajectory.

Business Overview

5

2

50

200+

years in business

employees

unique customers since inception

offices in New York and California

Mission Statement

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Write a brief mission statement in one to two sentences that explains the reason why your company exists.

Where WE ARE

Number of investments made

Clients

Positive client reviews

Distribution channels

Products launched

State the specific objectives your business plans to achieve with the time frames for achieving them

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Problems We Solve

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The average small business spends between $1,000-$5,000 or more per month on outsourced SEO initiatives with no real understanding of whether or not the investment is driving the best results.

Describe the problems you solve for your clients.

​Be brief and try to include data showing the size of the problem.

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Proposed Solutions

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ABC SearchTech solves the problem of high SEO costs and uncertain outcomes with an automated SEO platform powered by machine learning that improves SEO ROI and meets the demands of businesses of all sizes.

Explain how your company’s solution solves the problem described in the previous slide.

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How to set business plan objectives?

Be realistic in setting business objectives and goals to complete them. This shows you understand your market and what’s feasible for your business.

Objectives

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State the specific objectives your business plans to achieve with the time frames for achieving them

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Earn sales

Gain clients

Find distribution partners

Hit revenue targets

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How to fill out market analysis?

You may have to do some research to complete the market analysis slide. Use search engines, industry publications, industry blogs, and news articles to find data and reliable commentary on trends.

Market Analysis

The market size: sales and customers

The market is in a growth trend

It's a new/mature market

Barriers to entry

Expansion opportunities

Describe the state of the market your business operates in.

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2

3

4

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5

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competition

Show how your company compares to others in your industry. Focus on differentiating yourself from competitors by vial criteria.

​

price

services

distribution

organic traffic

Your company

​

​

​

​

competitor 1

​

​

​

​

competitor 2

​

​

​

​

competitor 3

​

​

​

​

How to segment customers?

To segment customers, start by analyzing the data you have about them, and then look for customers with similar demographic profiles and behaviour patterns. Group similar customers into separate segments for more targeted and relevant marketing in the future that will drive better results.

Customer Segments

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Describe your ideal target audiences and the potential size of each audience. Include information about spending power, buying patterns, pain points, and goals.

Key Consumer Demographic Segmentation Criteria:

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Age

Gender

Marital status

Education level

Occupation

Income

Location

Key Business Demographic Segmentation Criteria:

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Industry

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Company size

Years in business

Location(s)

Annual sales revenue

How to write a marketing strategy slide?

The marketing strategy slide provides a high-level strategic insight into how you’ll raise awareness, recognition, sales, and loyalty. You can highlight the types of marketing investments you’ll make in the Promotion section, but you don’t have to go into great detail about specific marketing tactics. Save that information for your marketing plan document.

Marketing Strategy

Product:

(the product or service you're selling)

(the price you're charging)

(how you'll market your product or service to the target audience)

(how the product will be distributed and where it can be purchased)

The marketing strategy slide should address the 4 Ps:

Price:

Place:

Promotion:

How to fill out a financial planning slide?

When filling out the financial planning slide, explain how you came up with the numbers in your financial forecast. If you’re using the business plan to secure funding, describe specifically how any money will be used.

Financial Plan

The financial planning slide is the first slide that many people will look at, so make sure it provides recent financial performance data as well as future projections.

revenue

$ 8,362

sales

​

other

​

expenses

$ 3,611

operating expenses

​

income tax

​

net income

$ 18,919

How to fill out the operating plan slide?

To fill out the operating plan slide, focus on the state of your business now and everything you need to operate your business today as well as any expected needs to continue operating your business in the future.

operating plans

category

description

Locations and Facilities

Text here

Production

Text here

Equipment

Text here

Inventory

Text here

Suppliers

Text here

Personnel

Text here

Processes

Text here

Technology

Text here

Credit Policies

Text here

How to fill out the management planning slide?

The management planning slide is one of the most important in your business plan because investors, lenders, and other stakeholders want to feel confident that the right leadership is in place to execute your plan.

Management Plan

Show how your company compares to others in your industry. Focus on differentiating yourself from competitors by vial criteria.

areas

description

sales

​

Marketing

​

Operations

​

R&D

​

net income

​

The Team

Explain who is already on your team and what roles still have to be filled in order to execute your business plan.

THE NUMBER OF PEOPLE

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TEAM ROLES

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RELEVANT

EXPERIENCE/EXPERTISE

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Timeline

List your company's key initiatives you'll invest in to execute your business plan and a timeline to complete each one.

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STAGE 1

STAGE 2

STAGE 3

APPENDIX

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Most recent fiscal year balance sheet

Full reports in a separate appendix. This includes:

Most recent fiscal year cash flow statement

Most recent fiscal year profit or loss statement

12-month projected revenue and expenses

12-month profit or loss projection

Cash flow projection

Projected balance sheet

Break-even analysis

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Useful resources

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FAQ

  • A business plan presentation is a slide deck used to communicate your business roadmap – from launch to growth – to potential investors, lenders, or other stakeholders who need to understand its value and potential.

  • Use this business plan presentation template to make the process of writing your presentation easier, faster, and a lot less stressful. You’ll need to do some research before you start writing and gathering information about your financial projections, market, competition, customer segments, marketing strategy, and operations plan.

  • You can use this business plan template presentation to create your business plan slide deck. It includes all of the slides and information needed to deliver a professional presentation.

  • The 7 parts of a business plan represent the key topics that must be covered, including

    1. products and services (i.e., problems and solutions),

    2. business objectives,

    3. market and competitive analyses,

    4. marketing strategy,

    5. financial plan,

    6. operating plan, and

    7. team and management plan.

Business Plan Presentation PandaDoc

Show your business has potential and traction with this free business plan presentation template.

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Business Plan Presentation

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