Planning Motivation Control

What is the purpose of the business plan. What is a business plan and what is it for? The difference between a business plan and other planning documents

The main purpose of business planning is planning economic activity firms for the near and distant periods in accordance with the needs of the market and the possibilities of obtaining the necessary resources.

Business planning helps an entrepreneur to solve the following main tasks:

  • - to define specific directions of the firm's activity, target markets and the firm's place in these markets;
  • - to formulate long-term and short term goals firms, strategy and tactics to achieve them. Identify persons responsible for the implementation of the strategy;
  • - select the composition and determine the indicators of goods and services that will be offered by the firm to consumers. Estimate production and trading costs for their creation and implementation;
  • - will reveal the compliance of the existing personnel of the company, the conditions for motivating their work with the requirements for achieving the set goals;
  • - to determine the composition of the company's marketing activities for market research, advertising, sales promotion, pricing, sales channels, etc .;
  • - to assess the financial position of the company and the correspondence of the available financial and material resources to the possibilities of achieving the set goals;
  • - to foresee the difficulties, "pitfalls" that can interfere with the practical implementation of the business plan.

The main task of business planning is to give a picture of the prospects for the development of the company, that is, to answer the most important question for a businessman: is it worth investing in this business, whether it will bring income that will recoup all the costs and forces of funds.

Business planning defines the goals and objectives that must be solved by the enterprise, both in the near future and in the long term.

The value of business planning is determined by the fact that it:

  • - makes it possible to determine the viability of the project in a competitive environment;
  • - contains a guideline on how the project (enterprise) should develop;
  • - serves as an important tool for obtaining financial support from outside investors.

Nowadays, a business plan for an entrepreneur is becoming more and more important document... No company will be able to express the purpose of its existence or receive funding without a well-developed business plan. If you don't present a sound business plan, no one will seriously consider your idea.

Investors want to see a business plan that proves that the idea has been done well and that the entrepreneur has carefully thought out and planned all the actions that need to be taken to implement the idea and turn it into a successfully functioning program.

A business plan is for your investor or banker, and it brings you great benefits as well. A detailed and thoughtful business plan may be the best tool that will help you achieve your long term goals.

Business planning helps:

  • - make important business decisions;
  • - familiarize yourself with financial side your case;
  • - receive important information about your industry and marketing;
  • - to anticipate and avoid obstacles that are often encountered in a similar business;
  • - to set specific tasks, the implementation of which will indicate the progress made;
  • - expand into new and promising industries;
  • - be more convincing when seeking funding.

There are eight different reasons that determine the nature of business planning, depending on who it is intended for (respectively, they all have different goals):

  • 1. A business plan for yourself. This is a kind of self-control: what is needed to open a case? Is the idea realistic enough?
  • 2. Business plan for obtaining a loan. Until recently, a Russian entrepreneur could submit only a two-page feasibility study (Feasibility Study) to obtain a loan from a bank, which, however, was not decisive for the bank or other financial institution decisions on granting a loan. Personal connections, recommendations, as well as the awareness of bankers about the state of affairs of the borrower were decisive (as a rule, entrepreneurs took loans from banks whose clients they were). V recent times more and more Russian banks are demanding from entrepreneurs a business plan for an enterprise for a final decision on whether to issue (or not to issue) a loan.
  • 3. A business plan for attracting funds from third-party investors. Investors are: venture capital funds, private investors or public issue of shares. If you are raising funds through the public offering of your company's shares, a business plan that contains information about the company, marketing strategy, sales, production and financial prospects will help you sell the company to investors more successfully. As the Russian stock market developing and stabilizing, business plans will become increasingly important for the implementation of a public issue of securities (and, most likely, will become the basis of a prospectus). Russian practice has few precedents for the creation and open distribution of business plans as an auxiliary tool for public issue.
  • 4. Business plan for a joint venture or strategic alliance with a foreign partner. Foreign companies, having survived the euphoria of the first years of perestroika, now with more caution approach the assessment of a potential joint venture partner. And a competent business plan gives a foreign partner confidence in the seriousness of your business.
  • 5. Business plan for a major contract.
  • 6. Business plan for attracting new employees. In our years, it is difficult to lure professionals from other firms, even by promising them higher earnings. The description of the future activities of the firm gives the potential employee information about the prospects and stability of the proposed job.
  • 7. Business plan for a merger with another company. It will help you see the profitability of the transaction: positive and negative sides joint activities.
  • 8. A business plan for reorganizing the business and streamlining operations. As small companies grow, it becomes necessary to create a strategic (or tactical - depending on the situation) concept of development. A business plan, in the development of which your business partners and key employees are involved, will help you develop this concept and, more importantly, will allow you to develop this concept, will allow your partners to more clearly understand the goals and specific tasks that stand in the way of implementing this concept. ...

In market conditions and tough competition, an enterprise must be able to quickly and adequately respond to changes in external environment and within the enterprise itself. This becomes possible when several conditions are met:

  • - the administration and the investor correctly assess the real financial position of the enterprise and its place in the market;
  • - there are specific goals to achieve which the company should strive to achieve;
  • - when setting the goals of the enterprise, management actively uses planning, strictly monitors and implements each step of the plan to achieve them;
  • - the administration of the enterprise and the investor understand the essence of the processes taking place in the market, in the external environment and within the company itself.

A business plan is drawn up for internal and external purposes. In the overwhelming majority of cases, it just so happened in our country, the business plan of the company begins to draw up when it is necessary to attract investment. But the fact is that this is only one side of the matter; in fact, it is drawn up not only for external purposes.

External purposes for which the business plan of the enterprise is drawn up - justification of the need to attract additional investment or borrowed money, demonstrating the firm's capabilities and attracting attention from investors and the bank, convincing them of a sufficient level of efficiency investment project and high level enterprise management.

It is impossible not to agree with the opinion of A.A. Kanke, undoubtedly, much more important for the company are internal goals, for a clear vision and understanding of which it is necessary to draw up a business plan for the enterprise.

An experience practical work authors in the field of planning the activities of organizations is a large number of various structures of the business plan. The authors of the textbook planning at the enterprise Yu.P. Morozov, E.V. Borovkov, I. V. Korolev propose the following optimal structure for a business plan:

  • 1. Preamble (or introduction) - brief information about the project, what it is, who is the organizer, contractor, what is the main goal of the project, mission. Also in this section a short outline of the document is given with small comments on each.
  • 2. Market overview. An important part of the business plan, where the analysis of the current market situation is done. The dynamics of the market over the past at least 3-5 years is necessarily considered, as well as a forecast for the near future is made.
  • 3. Suppliers and partners. The main suppliers, reserve ones, are indicated, the relationship strategy should be characterized. In this chapter, there must be a justification for the choice of this or that partner, as well as its alternative.
  • 4. Goods and services. This section describes in detail the products manufactured, or service. Not just a list, but Full description, with technical characteristics, size, complexity, etc. Comparison with analogs is carried out (overlaps with the Competitors section).
  • 5. Personnel. An integral part of any company is the people who work for it. If the company is small (up to 20 people), then each person is described, what he does, his characteristics, experience, remuneration. If it is large enterprise, then only key employees (director, deputies, heads of departments) are described in detail, and the rest are grouped according to some criterion, for example, by positions (engineers, builders) or by departments (accounting, Production Department). As the application is given staffing table where already is full list of all employees, their working hours, as well as wage... If a company is developing or is just opening and it has needs for hiring people, it is indicated where exactly people will be selected, what requirements are imposed on them.
  • 6. Manufacturing process... This section describes the process of creating a product: what difficulties may arise, what is the cycle of the production itself. How long does it take to make changes, if necessary. What types of raw materials are used, possible alternatives.
  • 7. Consumers. The whole market is evaluated, as well as the share of a particular enterprise in the market is calculated.
  • 8. Marketing and Advertising. The marketing strategy for the year, three and five is indicated. Without fail, everything is done with forecasts of efficiency, sales volumes, market shares and, of course, the costs of these events.
  • 9. Organizational plan. All relationships are schematically and descriptively displayed: between departments, between departments / branches, between individual key employees. Control points, areas of responsibility are undersigned.
  • 10. Finance. In this section, all income and expenses are brought together, as well as the financial result. It should be worked out as much as possible, and after reading it, it should be clear what the company is doing, its turnover, income and profit.
  • 11. Potential risks. The last chapter recommends doing a SWOT analysis of the company, describing what could happen and how to deal with it. Some risks can be insured, others can be avoided, and still others can be minimized as much as possible. But for this, of course, these risks should be studied and classified.

It is important to answer the question why a business plan is needed, what questions it should answer, what are the goals of drawing up a business plan, and most importantly, at the initial stage, determine the goals of the business, the final business plan depends on them.

The business plan, as a rule, is systematically updated, changes are made to it, related both to changes occurring within the company, and to changes in the market where the company operates, and in the economy as a whole.

  • Thus, a business plan helps an entrepreneur assess the progress of his business based on internal and macroeconomic analysis and monitor current operations.
  • The main purpose of developing a business plan is planning the company's economic activities for the near and distant periods in accordance with the needs of the market and the possibilities of obtaining the necessary resources.

For what purposes of drawing up business plans are the companies developing such documents, for example:

to obtain credit resources for business. In this case, special attention should be focused on the requirements of a particular bank for the business plan, as well as the conditions for passing through the bank's credit committee. Business plans prepared by us will allow you to get a loan for any of your projects. Our prepared and verified documents were examined by the largest banks: Sberbank, Alfa-Bank, VTB BANK, VEB, Rosselkhozbank, NOMOS, etc. We guarantee that the prepared document strictly complies with the requirements of the bank and business goals. The most important thing is that the business plans prepared by us go through the banks with a bang. The total amount of investments received is over 20 billion rubles.

The purpose of drawing up a business plan

or an investment memorandum to be prepared in order to attract an investor to the project, including by issuing a bonded loan or an IPO. The document prepared by us will allow you to interest the investor or large company... The prepared materials will show the project with the best side and offer the investor different options cooperation. The total amount of resources received is 7 billion rubles.

The purpose of drawing up a business plan

The required document is also developed for making a specific business decision, for example, the re-equipment of an existing production facility, where it is necessary to understand the efficiency, payback and profitability, including final product production (its future cost). Our report will allow you to objectively evaluate the project and make the right decision. To date, we have prepared more than 50 business plans for the re-equipment of major production facilities and the launch of new business projects in the Russian Federation.

The purpose of drawing up a business plan

in order to receive grants, subsidies and other state aid... Having a business plan is a key condition for participating in such programs.

A feature of the goals of drawing up a business plan is its balance in setting objectives, taking into account real financial capabilities.

  • In order for a business plan to be adopted, it must be provided with the necessary financial resources. This largely determines the nature of the projects (concepts) that are studied when developing a business plan. The inclusion of the project itself in the business plan becomes possible only if the sources of its financing are identified. For novice businessmen, we provide thematic methodological materials that will help you plan and organize your business on your own.
  • Examples of ready-made business plans download .

Based on these examples, you can also expand your field of activity or create a new promising project in a fundamentally different niche. The figures given in them can only be regarded as indicative, since the market and prices are constantly changing. At the same time, the given business plans allow you to get a complete picture of the steps that will need to be taken to successfully launch a business, and can serve good template to prepare your own business plan.

A well-prepared business plan will not only help substantiate the economic feasibility of a project requiring investment in front of investors, but will also help the business grow, drawing up effective development plans, answering the questions of what to expect financial results activities, identify potential threats and think over ways to avoid them.

  • The business plan within the company is both a guide to action and a planning and control tool for management. Each department develops its own strategy, its specific goals, plans and activities on the basis of the business plan of the enterprise. Thus, the business plan summarizes the analysis of opportunities for starting or expanding a business in a particular situation and gives a clear idea of ​​how the company's management intends to use this potential.

Business plan- a short, accurate, accessible and understandable description of the prospective business, the most important tool when considering a large number of different situations, allowing you to choose the most promising solutions and determine the means to achieve them.

A business plan is a document that allows you to manage a business, so it can be presented as an integral part of strategic planning and as a guide for execution and control. It is important to view the business plan as the planning process itself and as a tool for internal management. A business plan is a kind of document that insures the success of a prospective business, at the same time a business plan is a self-learning tool.

The main purpose development of a business plan is the planning of the company's economic activities for the near and distant periods in accordance with the needs of the market and the possibilities of obtaining the necessary resources. Along with the main, defining goal, the planners of the business plan should reflect other goals:

  1. social goals - overcoming the shortage of goods and services, improving the ecological situation, improving the psychological climate in the country, creating new spiritual and cultural values, developing scientific, technical and creative potential, expanding business contacts, international relations;
  2. raising the status of an entrepreneur - developing and strengthening the economic potential of an entrepreneur (including production potential, financial, technical and technological, scientific, educational, as well as spiritual). This serves as a condition and guarantee of the possibility of successful subsequent transactions, increasing the prestige of the entrepreneur, generated by his fame, good reputation, guarantees of high quality goods and services;
  3. other, special goals and objectives - the development of contacts, foreign travel, entry into various kinds of associations, etc.

Or, for example:

  1. to understand the degree of reality of achieving the intended results;
  2. to prove to a certain circle of persons the expediency of reorganizing the work of an existing company or creating a new one;
  3. convince company employees of the possibility of achieving qualitative or quantitative indicators outlined in the project, etc.

The main center of a business plan is the concentration of financial resources for solving strategic problems, that is, it is designed to help an entrepreneur solve the following main tasks related to the functioning of the company:

  1. to determine specific areas of activity, promising sales markets and the place of the company in these markets;
  2. estimate the costs required for the manufacture and sale of products, commensurate them with the prices at which the goods will be sold in order to determine the potential profitability of the project;
  3. to identify the compliance of the company's personnel and the conditions for motivating their work with the requirements for achieving the set goals;
  4. analyze the material and financial situation of the company and determine whether the material and financial resources achievement of the set goals;
  5. calculate the risks and anticipate difficulties that may interfere with the implementation of the business plan.

In modern practice, a business plan fulfills five functions.

The first of them is associated with the possibility of using it to develop a business strategy. This function is vital during the period of establishment of an enterprise, as well as in the development of new directions of activity.

Second function- planning. It allows you to assess the possibilities of developing a new direction of activity, to control the processes within the company.

Third function allows you to attract funds - loans, credits. In modern Russian conditions, it is practically impossible to carry out any significant project without credit resources, but it is not easy to get a loan. The main reason is not so much the problem of high interest rates, but rather the increased non-performing loans. In this situation, banks are taking a whole range of measures to ensure the return of funds, among which the requirements of bank guarantees, real collateral and others should be noted, but the decisive factor in granting a loan is the presence of a well-developed business plan.

Fourth function allows you to attract potential partners to the implementation of the company's plans who wish to invest their own capital or the technology they have in production. The solution to the issue of providing capital, resources or technology is possible only if there is a business plan that reflects the company's development course for certain period time.

Fifth function by involving all employees in the process of drawing up a business plan, it helps to improve their awareness of upcoming actions, coordinate efforts, and create motivation to achieve goals.

The preparation and effective use of a business plan is of the utmost importance. This plan can be developed by a manager, executive, firm, group of firms, or consulting organization. To determine the development strategy of a large company, a detailed business plan is drawn up. Often, already at the stage of its preparation, potential partners and investors are identified. When it comes to the timing aspect of business planning, most firms make plans for the year. They examine in detail the various directions of the firm's activities during this period and briefly characterize further development. Some firms have plans for up to 5 years, and only large, well-established companies plan for more than 5 years.

In addition to internal functions, business planning has great importance when defining a planning strategy at the macro level. The set of long-term business plans of enterprises constitutes an information base, which is the basis for the development of a national planning policy within the framework of state regulation of the economy.

Thus, to the greatest extent, a business plan is used when assessing the market situation both outside the firm and inside it when looking for investors. He can help large entrepreneurs expand their business by buying shares in another company or starting a new one. production structure, and also serves as the basis for the formation of a national planning strategy.

V market economy there are many versions of business plans in form, content, structure, etc. The greatest differences are observed in the modifications of business plans, depending on the purpose: by business lines (products, works, services, technical solutions), by the enterprise as a whole ( new or existing).

There are two main approaches to developing a business plan. The first is that the initiators of the project develop a business plan themselves, and guidelines get from specialists, in particular from potential investors. According to foreign practice this approach is more preferred. In addition to the authors of the concepts inherent in the business plan, financiers who know the peculiarities of the credit market, the availability of free capital, and risk are actively involved in its creation. this business... In the second approach, the initiators of the business plan do not develop it themselves, but act as customers. Business plan developers are firms specializing in marketing activities, groups of authors, individual authors. Consulting firms and experts are involved if necessary.

In foreign practice, it is accepted that the development of business plans is carried out with the obligatory participation of the head of the enterprise. Many foreign banks and investment funds refuse to consider applications for the allocation of funds if this condition is not met.

In any case, regardless of the methods of drawing up a business plan in the process of its development, the interests and conditions of the interested parties are subject to mutual consideration and coordination:

  1. the customer of the business plan, which is an independent investor or uses the attracted capital, whose interest is the implementation of the project and the receipt of income;
  2. an investor whose interest is the return of invested funds and receipt of dividends;
  3. consumers using products whose interest is to meet the needs for goods;
  4. government bodies that determine the needs and priorities of business development, the main purpose of which is to meet social needs.

The business plan assesses the prospective situation both within the firm and outside it. It is especially necessary for the management for orientation in the conditions of joint-stock ownership, since it is with the help of the business plan that the leaders of the company decide on the accumulation of profit and the distribution of its part in the form of dividends among the shareholders. This plan is used to justify measures to improve and develop the organizational and production structure of the company, in particular to justify the level of centralization of management and responsibility of employees. It should be noted that this plan, as a rule, actively helps coordinate the activities of partner firms, organize joint development planning for groups of firms associated with cooperation and the manufacture of identical or complementary products. In this case, partner firms provide general funding.

There are certain peculiarities when developing business plans for various organizations as for example for single-point and multi-point organization. A one-point organization is understood as an organization (legal entity) consisting of one enterprise. Accordingly, an organization consisting of two or more enterprises will be multipoint. When planning the activities of such an organization, plans are first developed for each enterprise, and then these plans are consolidated into one business plan. If the business is starting for the first time, then only the calculated indicators are included in the plan. If the business already exists, then the plan includes the reporting data for the previous year, with which the indicators of the planned year are compared. A business plan for organizations with a large investment project that requires external funding is the most complex type of business plan. The first place is taken by the indicators characterizing the investment project. Then the usual sections of the business plan associated with the investment project are outlined.

A feature of diversified organizations is the targeted implementation of several types of activities. This should be reflected in the business plans of such organizations. Most often in diversified organizations certain types activities are carried out in special units- branches (business units). In such cases, the organization acts as a multi-point, and the business plan is drawn up accordingly.

A business plan for non-production organizations differs in that instead of a detailed production plan, it summarizes the planned list of services (works) that will be provided. In the first place here is the coverage of the conditions for the provision of services (performance of work), the availability of licenses, permits, certificates, ensuring consumer rights. Instead of a production plan, an operational plan is developed in a business plan of a non-production organization, which predicts the funds, premises and resources that will be needed to conduct business in the coming period, as well as the need for materials, labor, communications, etc. Other sections plans are developed similarly to the plans of industrial organizations.

To achieve victory in any endeavor, you need to carefully weigh each decision... This is the case in the field of entrepreneurship. Receive desired result with minimal risks loss of invested funds will help a carefully worked out document - a business plan.

- This is a comprehensive justification of the project and the environment in which it is implemented, as well as an assessment of the effectiveness of management methods that contribute to the achievement of the set goals.

A business plan is an economic program for the step-by-step execution of business operations at the stage of implementing a new project. The document contains the main points of the future commercial enterprise: its scope of activity, the list of products or services, market management strategy, marketing policy, the expected level of production profitability.

The main purpose of the business plan- is it short-term or long term planning economic and financial activities of the company in accordance with market demand and the ability to use the necessary resources.

Main goals

A flawlessly drawn up and structured business plan is needed to solve certain problems:

  • to formulate main goal project, its strategic direction, predict the development of events in the short-term and long term;
  • determine the market segments that are acceptable for the company's products, and the target audience of consumers;
  • assess the competitiveness of an enterprise based on the indicators of the share of the target market or its segment;
  • develop an assortment policy and characterize the indicators of the proposed products and services;
  • calculate the allowable amount of potential costs of production and non-production orientation;
  • determine the tactics of marketing policy in the field of pricing, the effectiveness of sales promotion, analysis of the developed market segments and potential target audience;
  • to assess the optimal ratio of the real capabilities of the enterprise and the goals set for the implementation.

Is a document that is a good support not only at the initial stage of planning a new project, but also during the further implementation of business ideas.

Business plan functions

In addition to solving problems at the stage of pre-investment planning, specific functions are assigned to the business plan:

  • the business plan is used to assess the actual performance of the company for a specific period in comparison with the planned;
  • is a tool for the implementation of the main strategic directions of the enterprise;
  • development of leading concepts for conducting business processes;
  • acts as a tool for attracting additional financial resources.

The role of the business plan in business development

Business process planning is First stage implementation of business ideas. An enterprise needs a business plan to attract additional financial resources in banking institutions or as investment investments from partners. The document plays an especially important role for the founder of the company, as it is a visual analysis of the market situation, determines the conditions, prospects and opportunities for the functioning of the company. The presence of a business plan allows you to think over the further actions of the management and possible ways quick response to unforeseen situations.

Depending on the intended purpose, business plans are divided into several types:

  • "interior"- used for familiarization within the company. The document is required by the leaders of the future enterprise for a comprehensive assessment of the activities of the company, acceptance management decisions, development of a strategy of activities and business development in the future;
  • "external"- is compiled to attract financial investments, obtain loans with a favorable interest rate, as well as for the successful development of an already functioning organization. A development plan is also required by the owner if he intends to interest potential buyers in the sale of the company.

Types of business plans

A business plan is drawn up to achieve specific goals. Depending on this, there are several types of document:

  1. investment business plan - compiled to attract potential investors. It details the data marketing analysis, the goals, objectives and scope of the firm are formulated;
  2. business plan of the enterprise- contains the main points of the firm's activities, describes the probable problems and methods of their solution, the organizational structure and strategy of the enterprise. Used by the company's management in the process of implementing the developed project;
  3. business plan for a loan- is compiled for the purpose of drawing up a cash loan on the most acceptable terms. For this, information is provided confirming the borrower's solvency and giving a guarantee of the timely repayment of the loan;
  4. business plan for a grant- formed to receive a loan or subsidy from charitable foundations or government agencies.

Whose responsibilities include drawing up a business plan

An active participation in drawing up a business plan should be taken by the head of the company or the person planning to organize own business... Main function character the enterprise is so large that otherwise potential partners may refuse to consider the documentation and further cooperation.

Only the head of the enterprise is able to carefully model the future activities of the company, correctly identify and evaluate possible risks and think over methods to minimize them. Successful business conduct depends on these factors. The consulting services of professionals can be used to give a presentable form to the document.

Business plan structure

The business plan does not put forward strict requirements for the preparation, but assumes the presence of certain points that are mandatory in any case. Depending on the legal form economic object and field of activity, the structure of the business plan can be modified. In accordance with the standards of international economic institutions, the business plan should include:

1. Summary

A business plan summary is short description document that contains the key concepts of the entire business plan. The summary provides information on the loan amount, lending purposes, debt repayment terms, investment partners, the availability of their own financial resources.

The section clearly describes the goals created enterprise- field of activity, the need for investment Money, the estimated demand for goods, economic indicators profitability and possible risks.

2. Description of products or services

This section of the business plan includes a description of all types of goods and services that will be offered potential buyers... Here are general aspects and methods technical production products with a description of the main characteristics and benefits that the consumer receives when using a certain group of goods.

This section contains information on the availability of patents or copyrights for inventions, the use of innovative technologies, high quality raw materials, low cost. This part of the business plan provides information on opportunities for improvement technological production and the degree of product readiness for sale.

3. Marketing and marketing of products or services

A marketing plan is a document that is considered a fundamental part of a business plan, which indicates the market goals of the enterprise and describes the ways to achieve them. The main task of this section is to identify unsatisfactory demand and obtain data for the further formation of a sales scheme.

4. Production plan

This section of the business plan details the scheme by which the firm plans to efficiently produce products or services and deliver them to the target audience. If the project is just getting ready for launch, then in the production plan everything that is required for the production of products is indicated: the location of the enterprise, the availability and need for roads, special equipment, employees of appropriate qualifications, and utilities. Cost and capital expenditure data are provided in tabular form.

5. Organizational plan

The "Organizational plan" section contains information about the organizational structure of the company, personnel and personnel policy of the company.

The organizational plan consists of the following points:

  • organizational structure firms;
  • staffing, number of staff and work schedule;
  • legal support of the company;
  • the calendar schedule of the project.

6. Financial plan

Financial plan- a section of the business plan that deals with issues related to financial security enterprises. It contains information about the projected financial results of the firm as a result of the introduction of new technologies in the next 3-5 years.

Financial business plan consists of the following parts:

  • forecast of financial results;
  • cash flow scheme;
  • the projected balance sheet of the enterprise.

7. Focus and efficiency of the project

The section "Focus and effectiveness of the project" discusses such important points like: export supplies, import of products, ways to reduce resource costs, environmental issues other.

An assessment of the significance and scope of the project is carried out, indicators of the effectiveness of the implementation of goals are given, as well as an analysis of the economic sensitivity of the enterprise.

8. Risks and guarantees

Risk analysis is an important section of any business plan. In addition to identifying possible risks, methods of reducing the likelihood of their occurrence and minimizing losses after their exposure are considered here. For large financial investments, cited expert assessments the possibility of force majeure situations.

9. Applications

The annexes to the business plan include the necessary additional and reference documentation.

The business plan includes:

  • copies of registration documents;
  • documents characterizing manufactured products;
  • marketing analysis data;
  • documents confirming the financial viability of the enterprise;
  • copies of insurance documents that reduce the possibility of risks.

Video response from a specialist

A business plan is a document containing a detailed strategy and tactics for the future activities of an enterprise. It is a fundamental document for the management of the enterprise, as well as for those interested in successful implementation business ideas.

The goals of the business plan are, first of all, planning the activities of the company for the near and distant periods, which involves the development of the business, taking into account all the needs of the market. In other words, a business plan allows you to know exactly the order of actions to achieve goals. If, when organizing a business, you do not take care of its development, then you can practically forget about success.

If you do not know which ones exist and how to develop it, we recommend that you familiarize yourself with the previous material.

Business plan goals: 4 main points

Business development in the right direction is the very first and main goal of this document, but there are other purposes as well. In particular, the following can be distinguished:

  1. Social... These goals include the development of international relations, business contacts, the creation of new cultural and spiritual values, the improvement of the psychological state in the environment, etc.
  2. Raising and strengthening the economic potential of a company or entrepreneur... This is a guarantee entrepreneurial activity and increasing the prestige of the entire company.
  3. Other business development goals- foreign trips, creating new contacts, joining various associations, etc.

Besides, this document allows:

  1. Determine the degree of difficulty and the likelihood of achieving the set results;
  2. To prove to the manager or a specific circle of persons the logic and expediency of creating a new business or reorganizing an old one;
  3. Convince employees to achieve the results outlined in the project, etc.

Any plan has its own specific center, and it is always financial resources, or rather their concentration on solving various problems. Those. this document is a kind of assistant for an entrepreneur, which allows you to solve the problems of the company's functioning:

  1. Identify promising areas of activity, define markets and find a place in these markets.
  2. Calculate financial expenses required for the production of products. The data obtained is then weighed against the value of the goods being sold, which helps determine the profitability of the business.
  3. Analyze financial situation companies and calculate whether the company will be able to achieve the intended goals;
  4. To anticipate the risks that may arise as a result of the company's activities, and come up with means to eliminate them.

This is what a plan is for in theory, and in practice there are five main functions.

Practical functions of a business plan

The first function provides for the ability to use the document to develop an effective business strategy. At the moment of creating an enterprise, this function is key, and the success of the entrepreneur depends on which strategy is chosen. For this reason, young and inexperienced entrepreneurs who don't come up with a plan fail.

The second function involves planning. In turn, planning allows you to control the processes within the company and assess the possibilities and prospects for the development of the company in new directions.

The third function is monetary. It is she who is responsible for attracting funds from various sources - lending, obtaining loans, etc. Today it is very difficult to implement a promising project without credit resources, but it is quite difficult to obtain these resources. In addition, loans require the borrower to meet many conditions, but if this borrower shows the bank a worked out plan, then in most cases he gets a loan.

The fourth is attracting partners and investors. Acting alone is difficult in conditions modern business therefore it is imperative to enlist the support of partners. They are ready to invest a lot of money in promising projects, but they can only be convinced of the prospect by looking at the business plan. Its absence means the absence of any prospects and, as a result, there is no need to invest money.

The final the fifth function - informing employees about future actions, coordinating their efforts in the right direction and creating motivation to achieve large, not small, goals.

The nuances of preparing a plan

Anyone can develop a good business plan: a group of companies, a manager, an executive or a consulting company. Potential partners and investors can be identified in it already at the stage of preparation. Many companies are only drawing up a plan for the next year. At the same time, for this period of time, the directions and main steps of the company are considered in detail, and further prospects and development is fluently characterized. The rest of the firms are developing a plan for 5 years ahead, but large organizations, which have a solid foundation, plan their development for more than 5 years ahead.

Conclusion

To a greater extent, the purpose of a business plan is to assess the market situation, as well as to carefully plan the actions of an entrepreneur or company to achieve the intended results. In essence, we are talking about a business development strategy.