Plan a new business or restructure an existing one. With this worksheet, you will structure your project and objectively evaluate everything that is necessary to accomplish it!
General business Data
Make the register of the main information of your business and the legal nature of it.
Fill in the information of the team that will make the business plan become a real business or project
Business Template Canvas
Create your Business Model Canvas. It is a simplified and easy-to-understand model of how the company will create value for your customer. This structure can be presented on an A4 sheet and comes divided into 9 blocks for you to fill out.
Assemble your strategy canvas. With this tool, you will begin to understand in what aspects your idea will differ from direct or indirect competitors.
Do all the strategic planning of your company. Start by defining mission, vision and values, do a SWOT analysis, understand the market with Porter's competitive forces, and define the strategic goals of your project.
Here you will make your marketing plan, following the guidelines of the 4 P's (marketing mix): product, price, place and promotion. You will also try to estimate the size of your market, according to the target audience chosen.
Pricing of products and services
Choose the price of your products and services from the direct costs and expectation of contribution margin.
Make your sales projections, initial investment and project expenses. Get the 5 year financial plan automatically for your business plan.
See if your business is really promising with viability indicators (NPV, IRR and Payback) in the Financial Plan Report. Also analyze automatic reports of the Strategic Plan and the Marketing Plan.
As you fill out the spreadsheet take a look on the dashboard with charts and automatic information of the evolution of your business's viability.
See in a simple and intuitive way the evolution of your business plan from a financial point of view.
Define changes in metrics and see how this impacts your business plan.
Print the executive summary of your business plan automatically. This summary report is ready to be shown to potential partners, investors and / or partners in the new venture.