Free PDF Business Plan Templates and Samples
By Joe Weller | September 9, 2020
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We’ve gathered the most useful collection of business plan PDF templates and samples, including options for organizations of any size and type.
On this page, you’ll find free PDF templates for a simple business plan , small business plan , startup business plan , and more.
Simple Business Plan PDF Templates
These simple business plan PDF templates are ready to use and customizable to fit the needs of any organization.
Simple Business Plan Template PDF
This template contains a traditional business plan layout to help you map out each aspect, from a company overview to sales projections and a marketing strategy. This template includes a table of contents, as well as space for financing details that startups looking for funding may need to provide.
Download Simple Business Plan Template - PDF
Lean Business Plan Template PDF
This scannable business plan template allows you to easily identify the most important elements of your plan. Use this template to outline key details pertaining to your business and industry, product or service offerings, target customer segments (and channels to reach them), and to identify sources of revenue. There is also space to include key performance metrics and a timeline of activities.
Download Lean Business Plan Template - PDF
Simple 30-60-90 Day Business Plan Template PDF
This template is designed to help you develop and implement a 90-day business plan by breaking it down into manageable chunks of time. Use the space provided to detail your main goals and deliverables for each timeframe, and then add the steps necessary to achieve your objectives. Assign task ownership and enter deadlines to ensure your plan stays on track every step of the way.
Download Simple 30-60-90 Day Business Plan Template
PDF | Smartsheet
One-Page Business Plan PDF Templates
The following single page business plan templates are designed to help you download your key ideas on paper, and can be used to create a pitch document to gain buy-in from partners, investors, and stakeholders.
One-Page Business Plan Template PDF
Use this one-page template to summarize each aspect of your business concept in a clear and concise manner. Define the who, what, why, and how of your idea, and use the space at the bottom to create a SWOT analysis (strengths, weaknesses, opportunities, and threats) for your business.
Download One-Page Business Plan Template
If you’re looking for a specific type of analysis, check out our collection of SWOT templates .
One-Page Lean Business Plan PDF
This one-page business plan template employs the Lean management concept, and encourages you to focus on the key assumptions of your business idea. A Lean plan is not stagnant, so update it as goals and objectives change — the visual timeline at the bottom is ideal for detailing milestones.
Download One-Page Lean Business Plan Template - PDF
One-Page 30-60-90 Day Business Plan Template
Use this business plan template to identify main goals and outline the necessary activities to achieve those goals in 30, 60, and 90-day increments. Easily customize this template to fit your needs while you track the status of each task and goal to keep your business plan on target.
Download One-Page 30-60-90 Day Business Plan Template
For additional single page plans, including an example of a one-page business plan , visit " One-Page Business Plan Templates with a Quick How-To Guide ."
Small Business Plan PDF Templates
These business plan templates are useful for small businesses that want to map out a way to meet organizational objectives, including how to structure, operate, and expand their business.
Simple Small Business Plan Template PDF
A small business can use this template to outline each critical component of a business plan. There is space to provide details about product or service offerings, target audience, customer reach strategy, competitive advantage, and more. Plus, there is space at the bottom of the document to include a SWOT analysis. Once complete, you can use the template as a basis to build out a more elaborate plan.
Download Simple Small Business Plan Template
Fill-In-the-Blank Small Business Plan Template PDF
This fill-in-the-blank template walks you through each section of a business plan. Build upon the fill-in-the-blank content provided in each section to add information about your company, business idea, market analysis, implementation plan, timeline of milestones, and much more.
Download Fill-In-the-Blank Small Business Plan Template - PDF
One-Page Small Business Plan Template PDF
Use this one-page template to create a scannable business plan that highlights the most essential parts of your organization’s strategy. Provide your business overview and management team details at the top, and then outline the target market, market size, competitive offerings, key objectives and success metrics, financial plan, and more.
Download One-Page Business Plan for Small Business - PDF
Startup Business Plan PDF Templates
Startups can use these business plan templates to check the feasibility of their idea, and articulate their vision to potential investors.
Startup Business Plan Template
Use this business plan template to organize and prepare each essential component of your startup plan. Outline key details relevant to your concept and organization, including your mission and vision statement, product or services offered, pricing structure, marketing strategy, financial plan, and more.
Download Startup Business Plan Template
Sample 30-60-90 Day Business Plan for Startup
Startups can use this sample 30-60-90 day plan to establish main goals and deliverables spanning a 90-day period. Customize the sample goals, deliverables, and activities provided on this template according to the needs of your business. Then, assign task owners and set due dates to help ensure your 90-day plan stays on track.
Download Sample 30-60-90 Day Business Plan for Startup Template
For additional resources to create your plan, visit “ Free Startup Business Plan Templates and Examples .”
Nonprofit Business Plan PDF Templates
Use these business plan PDF templates to outline your organization’s mission, your plan to make a positive impact in your community, and the steps you will take to achieve your nonprofit’s goals.
Nonprofit Business Plan Template PDF
Use this customizable PDF template to develop a plan that details your organization’s purpose, objectives, and strategy. This template features a table of contents, with room to include your nonprofit’s mission and vision, key team and board members, program offerings, a market and industry analysis, promotional plan, financial plan, and more. This template also contains a visual timeline to display historic and future milestones.
Download Nonprofit Business Plan Template - PDF
One-Page Business Plan for Nonprofit Organization PDF
This one-page plan serves as a good starting point for established and startup nonprofit organizations to jot down their fundamental goals and objectives. This template contains all the essential aspects of a business plan in a concise and scannable format, including the organizational overview, purpose, promotional plan, key objectives and success metrics, fundraising goals, and more.
Download One-Page Business Plan for Nonprofit Organization Template - PDF
Fill-In-the-Blank Business Plan PDF Templates
Use these fill-in-the-blank templates as a foundation for creating a comprehensive roadmap that aligns your business strategy with your marketing, sales, and financial goals.
Simple Fill-In-the-Blank Business Plan PDF
The fill-in-the-blank template contains all the vital parts of a business plan, with sample content that you can customize to fit your needs. There is room to include an executive summary, business description, market analysis, marketing plan, operations plan, financial statements, and more.
Download Simple Fill-In-the-Blank Business Plan Template - PDF
Lean Fill-In-the-Blank Business Plan PDF
This business plan is designed with a Lean approach that encourages you to clarify and communicate your business idea in a clear and concise manner. This single page fill-in-the-blank template includes space to provide details about your management team, the problem you're solving, the solution, target customers, cost structure, and revenue streams. Use the timeline at the bottom to produce a visual illustration of key milestones.
Download Fill-In-the-Blank Lean Business Plan Template - PDF
For additional resources, take a look at " Free Fill-In-the-Blank Business Plan Templates ."
Sample Business Plan PDF Templates
These sample business plan PDF templates can help you to develop an organized, thorough, and professional business plan.
Business Plan Sample
This business plan example demonstrates a plan for a fictional food truck company. The sample includes all of the elements in a traditional business plan, which makes it a useful starting point for developing a plan specific to your business needs.
Download Basic Business Plan Sample - PDF
Sample Business Plan Outline Template
Use this sample outline as a starting point for your business plan. Shorten or expand the outline depending on your organization’s needs, and use it to develop a table of contents for your finalized plan.
Download Sample Business Plan Outline Template - PDF
Sample Business Financial Plan Template
Use this sample template to develop the financial portion of your business plan. The template provides space to include a financial overview, key assumptions, financial indicators, and business ratios. Complete the break-even analysis and add your financial statements to help prove the viability of your organization’s business plan.
Download Business Financial Plan Template
PDF | Smartsheet
For more free, downloadable templates for all aspects of your business, check out “ Free Business Templates for Organizations of All Sizes .”
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Strategic Planning for Word, PDF, Google Docs
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Template Highlights
- Download the strategic planning template as a Word document or PDF.
- In the Executive Summary section, provide a brief overview of the company, your mission statement, your key objectives, and your major partners.
- Under Market Research, describe your main clients, your status in the market, and your major competitors.
- In the Development section, you should describe your product and provide details on your delivery capabilities and system, your pricing model, and any critical suppliers.
- Next, in the Marketing Plan section, describe your strategy, your client breakdown, your positioning, and your advertising plan.
- Finally, perform a SWOT (strengths, weaknesses, opportunities, threats) analysis.
Template Preview
Strategic planning.
STRATEGIC BUSINESS PLAN
EXECUTIVE SUMMARY:
COMPANY OVERVIEW
MISSION STATEMENT
KEY OBJECTIVES
KEY PARTNERS
DEVELOPMENT:
PRODUCT DESCRIPTION
DELIVERY CAPABILITIES
PRICING MODEL
DELIVERY SYSTEM
CRITICAL ELEMENT SUPPLIERS
MARKET RESEARCH:
MARKET STATUS
COMPETITION
MARKETING PLAN:
CLIENT BREAKDOWN
POSITIONING
ADVERTISING
SWOT ANALYSIS
OPPORTUNITIES
Frequently Asked Questions
Why is strategic planning important, how do you lead a strategic planning session, is this template free, related tags:.
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How to Develop a Strategic Plan for Business Development [Free Template]
Published: May 01, 2023
Business development is usually confused with sales , often overlooked, and only sometimes given the strategic focus it deserves. Having a business development strategy, however, is crucial to long-term success. It ensures that everyone in your company is working toward a common goal.
But how do you develop a business development plan? Pull up a chair and stay awhile, I’m diving into that and more below.
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Business development.
Business development is the practice of identifying, attracting, and acquiring new business to further your company’s revenue and growth goals. How you achieve these goals is sometimes referred to as a business development strategy — and it applies to and benefits everyone at your company.
It’s not unusual to mistake business development with sales, but there’s an important distinction between the two. Business development refers to many activities and functions inside and outside the traditional sales team structure. In some companies, business development is part of the larger sales operations team. In others, it’s part of the marketing team or sits on its own team altogether.
Because business development can look so different among industries and businesses, the strategy behind this function is expansive. Below, we outline each step in the strategy and how to apply it to your business development plan.
Business Development Strategy
- Understand your competitive landscape.
- Choose effective KPIs.
- Develop long-term customer relationships.
- Implement customer feedback.
- Keep your website content and user interface fresh.
- Speed up your response time.
- Leverage a sales plan to identify areas of growth.
- Implement a social listening strategy.
- Sponsor industry organizations, conferences, and events.
1. Understand your competitive landscape.
Before you can develop a strategic plan to drive business growth, you must have a solid understanding of the competitive landscape in your industry. When you know who your ideal customer is and what problem they are looking to solve with your product or service, research who else is providing a viable solution in your industry.
Identify other companies operating in your space. What features do their products have? How competitive is their pricing? Do their systems integrate with other third-party solutions? Get crystal-clear on what the competition is offering so you know how to differentiate your product to your customers.
Featured Resource: 10 Competitive Analysis Templates
2. Choose effective KPIs.
How will you know if your business development efforts are successful? Ensure you can measure your goals with relevant, meaningful key performance indicators (KPIs) that reflect the health of your business. The result of these metrics should give you a strong indication of how effective your business development efforts are.
Featured Resource: Sales Metrics Calculator Dashboard
3. Develop long-term customer relationships.
Do you engage with your customers even after the deal has been closed? If not, it’s time to develop a plan to keep your buyers engaged. Building long-term relationships with your customers pays off. A grand majority of a company's business comes from repeat customers, and returning customers are cheaper to convert. Indeed, it’s famously known that it costs five times more to convert new customers than it does to sell to returning customers.
Not only are repeat customers easier to sell to, they can also provide valuable feedback and insights to help you improve your business. Additionally, customer testimonials can be used for valuable content that can attract your next buyer.
4. Implement customer feedback.
If and when you have customers who are willing to provide feedback on your sales process and offerings, make sure you hear them out and implement it. Your customers offer a unique, valuable perspective because they chose your product over the competition — their insights can help shape your strategy to keep your business ahead of the curve.
5. Keep your website content and user interface fresh.
When was the last time your company had a website refresh? Can you ensure that all links are working, that your site is easy to navigate, and that it is laid out and intuitive for those who want to buy from you?
Keeping your website up-to-date and easy to use can make or break the sale for customers who know they are ready to buy. Don’t make it too difficult for potential customers to get in touch with you or purchase your product directly (if that suits your business model).
6. Speed up your response time.
How fast your sales team responds to your leads can make or break your ability to close the deal. If you notice your sales process has some lag time that prevents you from responding to prospects as soon as possible, these could be areas to prioritize improvement.
7. Leverage a sales plan to identify areas of growth.
No business development strategy is complete without a sales plan . If you’ve already established a plan, make sure to unify it with your business development efforts. Your plan should outline your target audience, identify potential obstacles, provide a “game plan” for sales reps, outline responsibilities for team members, and define market conditions.
While a sales plan primarily affects your sales team, it can inform the activities of your business development reps. A sales plan can help them understand where the business needs growth — whether it’s in a new vertical, a new audience, or a new need that’s recently come to light in the industry.
Not sure how to create a sales plan? Download the following template to get started.
Featured Resource: Sales Plan Template
8. Implement a social listening strategy.
While social listening is mainly used in a marketing and customer service context, it’s also an essential practice for business development. There are more than 4 billion social media users worldwide. Naturally, social media is one of the best places to hear directly from consumers and businesses — without needing to reach out to them first.
In business development, you can use social listening to track what the general public is saying about your brand, industry, product offerings, product category, and more. It can help you identify key weaknesses in the industry, making it a prime opportunity to be the first to address those pitfalls.
Use a social listening tool to pick up on trends before they gain traction.
9. Sponsor industry organizations, conferences, and events.
A key facet of business development is reaching potential customers where they are. One of the easiest ways to do that is by sponsoring industry organizations, conferences, and events. This strategy will guarantee that your business development reps get valuable face-to-face time with your business’ target audience. The additional visibility can also help establish your business as a leader in the field.
Now that you understand what business development entails, it's time to create a plan to set your strategy in motion.
How to Develop a Strategic Plan
When we refer to a business development strategic plan, we’re referring to a roadmap that guides the whole company and requires everyone’s assistance to execute successfully and move your customer through the flywheel . With a plan, you’ll close more deals and quantify success.
Let’s go over the steps you should take to create a strategic plan.
1. Download our strategic plan template .
First, download our free growth strategy template to create a rock-solid strategic plan. With this template, you can map a growth plan for increasing sales, revenue, and customer acquisition rates. You can also create action plans for adding new locations, creating new product lines, and expanding into new regions.
Featured Resource: Strategic Plan Template
2. Craft your elevator pitch.
What is your company’s mission and how do you explain it to potential clients in 30 seconds or less? Keeping your elevator pitch at the forefront of all strategic planning will remind everyone what you’re working toward and why.
Some people believe the best pitch isn’t a pitch at all , but a story. Others have their favorite types of pitches , from a one-word pitch to a Twitter pitch that forces you to boil down your elevator pitch to just 280 characters.
Find the elevator pitch that works best for your reps, company, and offer, and document it in your business development strategy.
3. Include an executive summary.
You’ll share your strategic plan with executives and maybe even board members, so it’s important they have a high-level overview to skim. Pick the most salient points from your strategic plan and list or summarize them here.
You might already have an executive summary for your company if you’ve written a business proposal or value proposition . Use this as a jumping off point but create one that’s unique to your business development goals and priorities.
Once your executives have read your summary, they should have a pretty good idea of your direction for growing the business — without having to read the rest of your strategy.
3. Set SMART goals.
What are your goals for this strategy? If you don’t know, it will be difficult for your company and team to align behind your plan. So, set SMART goals . Remember, SMART stands for:
Featured Resource: SMART Goal Setting Template
Download the template now.
If one of your goals is for 5% of monthly revenue to come from upsells or cross-sells, make this goal specific by identifying what types of clients you’ll target.
Identify how you’ll measure success. Is success when reps conduct upsell outreach to 30 clients every month, or is it when they successfully upsell a customer and close the deal? To make your goal attainable, ensure everyone on your team understands who is responsible for this goal: in this case, sales or business development reps.
This goal is relevant because it will help your company grow, and likely contributes to larger company-wide goals. To make it time-based, set a timeline for success and action. In this case, your sales team must achieve that 5% upsell/cross-sell number by the end of the quarter.
4. Conduct SWOT analysis.
SWOT is a strategic planning technique used to identify a company’s strengths, weaknesses, opportunities, and threats.
Before conducting a SWOT, identify what your goal is. For example, “We’d like to use SWOT to learn how best to conduct outreach to prospective buyers.”
Once you’ve identified what you’re working toward, conduct market research by talking with your staff, business partners, and customers.
Next, identify your business’ strengths. Perhaps you have low employee turnover, a central location that makes it easy to visit with prospects in person, or an in-demand feature your competitors haven’t been able to mimic.
Featured Resource: Market Research Kit with SWOT Analysis Template
Your business’ weaknesses are next. Has your product recently glitched? Have you been unable to successfully build out a customer service team that can meet the demands of your customers?
Then, switch to opportunities. For example, have you made a new business partnership that will transition you into a previously untapped market segment?
What are the threats? Is your physical space getting crowded? What about your market space? Is increasing competition an issue?
Use SWOT results to identify a better way forward for your company.
5. Determine how you’ll measure success.
You’ve identified strengths and weaknesses and set SMART goals , but how will you measure it all ? It’s important for your team to know just how they will be measured, goaled, and rewarded. Common key performance indicators (KPIs) for business development include:
- Company growth
- Lead conversion rate
- Leads generated per month
- Client satisfaction
- Pipeline value
6. Set a budget.
What will your budget be for achieving your goals? Review financial documents, historical budgets, and operational estimates to set a budget that’s realistic.
Once you have a “draft” budget, check it against other businesses in your industry and region to make sure you’re not overlooking or misjudging any numbers. Don’t forget to factor in payroll, facilities costs, insurance, and other operational line items that tend to add up.
7. Identify your target customer.
Who will your business development team pursue? Your target market is the group of customers your product/service was built for. For example, if you sell a suite of products for facilities teams at enterprise-level companies, your target market might be facilities or janitorial coordinators at companies with 1000+ employees. To identify your target market:
- Analyze your product or service
- Check out the competition
- Choose criteria to segment by
- Perform research
Your target customer is the person most likely to buy your product. Do your homework and make sure your business development plan addresses the right people. Only then will you be able to grow your business.
8. Choose an outreach strategy.
What tactics will you use to attract new business for your sales team to close? You might focus on a single tactic or a blend of a few. Once you know who your target market is and where they “hang out,” then you can choose an appropriate outreach strategy.
Will your business development plan rely heavily on thought leadership such as speaking at or attending conferences? Will you host a local meetup for others in your industry? Or will your reps network heavily on LinkedIn and social media?
If referrals will be pivotal to your business’ growth, consider at which stage of the buying process your BDRs will ask for referrals. Will you ask for a referral even if a prospect decides they like your product/service but aren’t a good fit? Or will you wait until a customer has been using your solution for a few months? Define these parameters in your strategy.
Upselling and Cross-Selling
Upselling and cross-selling are a cost-effective way of growing your business. But it’s important that this tactic is used with guardrails. Only upsell clients on features that will benefit them as well as your bottom line. Don’t bloat client accounts with features or services they really don’t need — that’s when turnover and churn start to happen.
Sponsorship and Advertising
Will your BDR work with or be on the marketing team to develop paid advertising campaigns? If so, how will your BDRs support these campaigns? And which channels will your strategy include? If you sell a product, you might want to feature heavily on Instagram or Facebook. If you’re selling a SaaS platform, LinkedIn or Twitter might be more appropriate.
What’s your outreach strategy? Will your BDRs be held to a quota to make 25 calls a week and send 15 emails? Will your outreach strategy be inbound , outbound , or a healthy combination of both? Identify the outreach guardrails that best match your company values for doing business.
Strategic Plan Example
Let’s put all of these moving parts in action with a strategic plan example featuring good ol’ Dunder Mifflin Paper Company.
Elevator Pitch Example for Strategic Plan
Dunder Mifflin is a local paper company dedicated to providing excellent customer support and the paper your business needs to excel today and grow tomorrow.
Here are some additional resources for inspiration:
- Elevator Pitch Examples to Inspire Your Own
- Components of an Elevator Pitch
Executive Summary Example for Strategic Plan
At Dunder Mifflin, our strengths are our customer service, speed of delivery, and our local appeal. Our weakness is that our sales cycle is too long.
To shorten the sales cycle 5% by the end of Q4, we need to ask for more referrals (which already enjoy a 15% faster sales cycle), sponsor local professional events, and outreach to big box store customers who suffer from poor customer support and are more likely to exit their contract. These tactics should allow us to meet our goal in the agreed-upon timeline.
- How to Write an Incredibly Well-Written Executive Summary [+ Example]
- Executive Summary Template
SMART Goals Example for Strategic Plan
Dunder Mifflin’s goal is to decrease our sales cycle 5% by the end of Q4. We will do this by more proactively scheduling follow-up meetings, sourcing more qualified, ready-to-buy leads, and asking for 25% more referrals (which have a 15% shorter sales cycle already). We will measure success by looking at the sales pipeline and calculating the average length of time it takes a prospect to become closed won or closed lost.
- 5 Dos and Don'ts When Making a SMART Goal [Examples]
- How to Write a SMART Goal
- SMART Marketing Goals Template
SWOT Analysis Example for Strategic Plan
Strengths: Our strengths are our reputation in the greater Scranton area, our customer service team (led by Kelly Kapoor), and our warehouse team, who ship same-day reams to our customers — something the big box stores cannot offer.
Weaknesses: Our greatest weakness is that our sales team has been unable to successfully counter prospects who choose big box stores for their paper supply. This results in a longer-than-average sales cycle, which costs money and time.
Opportunities: Our greatest business opportunity is to conduct better-targeted outreach to prospects who are ready to buy, ask for more referrals from existing customers, and follow up with closed lost business that’s likely coming up on the end of an annual contract with a big box store.
Threats: Our biggest threat is large box stores offering lower prices to our prospects and customers and a sales cycle that is too long, resulting in low revenue and slow growth.
- How to Conduct Competitive Analysis
- How to Run a SWOT Analysis for Your Business [+ Template]
- SWOT Analysis Template and Market Research Kit
Measurement of Success Example for Strategic Plan
We will measure success by looking at the sales pipeline and calculating the average length of time it takes a prospect to become closed won or closed lost.
Budget Example for Strategic Plan
You've laid out the SMART goals and the way you'll measure for success. The budget section's goal is to estimate how much investment it will take to achieve those goals. This will likely end up being a big-picture overview, broken down into a budget by a program or a summary of key investments. Consider laying it out in a table format like so:
- Budgeting Templates
- How to Write an Incredible Startup Marketing Budget
Target Customer Example for Strategic Plan
Our target customer is office managers at small- to medium-sized companies in the greater Scranton, PA area. They are buying paper for the entire office, primarily for use in office printers, custom letterhead, fax machines. They are busy managing the office and value good customer service and a fast solution for their paper needs.
- How to Create Detailed Buyer Personas for Your Business
- Make My Persona Tool
Outreach Strategy Example for Strategic Plan
Networking, sponsorships, and referrals will be our primary mode of outreach. We will focus on networking at regional paper conferences, HR conferences, and local office manager meetups. We will sponsor local professional events. And we will increase the volume of referrals we request from existing customers.
Create a Strategic Plan for Business Development
Without a strategic plan, you can invest resources, time, and funds into business development initiatives that won't grow your business. A strategic plan is crucial as it aligns your business development and sales teams. With a solid business development strategic plan, everyone will be working toward the greater good of your company.
Editor's note: This post was originally published in January 2020 and has been updated for comprehensiveness.
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Examples of a Strategic Plan to Achieve Long-Term Growth
This is a comprehensive guide on strategic planning for small to midsize companies.
If you want to:
- Move your organization in the direction you intend for long-term success,
- Implement your plan smoothly for greater growth,
- Use a better platform for developing a truly effective strategic plan,
… then you’ll love this guide. Let’s get started.
What’s Covered in This Guide
Click on each to jump to that section.
What is Strategic Planning?
What does strategic planning mean, what is the goal of strategic planning.
- What is Strategic Leadership?
4 Strategic Planning Strategies
The strategic planning process [11 steps], what does strategic planning involve.
- How to Implement Your Strategic Plan
Examples of Strategic Plans
Get your strategic planning done on ninety.
Strategic planning is the process you use to:
- Establish and document a clear direction for your organization.
- Identify business goals and set priorities that create growth for your company.
- Formulate a long-term plan of action designed to achieve these objectives.
- Determine an internal system tracking and evaluating performance.
When organizations want to, they use a strategic plan to:
- Strengthen their operation.
- Focus on collective energy and resources.
- Enable leaders, teams, and other stakeholders to work toward common goals.
- Make agreements around desired results.
- Refresh direction and prevail over a changing or challenging environment.
Thinking strategically helps companies take the right action for more success and better outcomes. Some even call it an art.
Strategic planning is one of three essential ways to pursue important objectives for your company. When tackling challenges and determining action plans, you can think strategically, tactically, or operationally. These three thought processes often work in concert to help you create a framework that achieves your desired objectives.
- Strategic plans are designed for multilevel involvement throughout the entire organization. Leaders will look ahead to where they want to be in three, five, and ten years and develop a mission.
- Tactical plans support strategic plans. They outline the specific responsibilities and functionalities at the department level so employees know how to do their part to make the strategic plan successful.
- Operational plans focus on the highly detailed procedures, processes, and routine tasks that frontline employees must accomplish to achieve desired outcomes.
The goal of your strategic plan is to determine:
- Where your company stands in relation to the current business environment. Understand how your business operates, how you create value, and how you differentiate from your competitors.
- Where you want to take the business based on long-term objectives such as your company’s vision, mission, culture, values, and goals. Envision how you see the company five or ten years from now.
- What you need to do to get there. You come away from your planning sessions with a roadmap that helps deliver on your strategic objectives. Determine better ways to enable and implement change, schedule deadlines, and structure goals, so they’re achievable.
The main purpose of your strategic plan is to create clearly defined goals for achieving the growth and success of your organization. These goals are connected to your organization’s mission and long-term vision.
What is Strategic Leadership?
Strategic leadership is how you create, implement, and sustain your strategic plan, so your organization moves in the direction you intend for long-term success. This usually involves establishing ongoing practices and benchmarks, allocating resources, and providing leadership that supports your strategic mission and vision statement.
Strategic leadership, also known as strategy execution, can employ two different approaches:
- A prescriptive approach is analytical and focuses on how strategies are created to account for risks and opportunities.
- A descriptive approach is principle-driven and focuses on how strategies are implemented to account for risks and opportunities.
Most people agree that a strategic plan is only as good as the company’s ability to research, create, implement, evaluate, and adjust when needed. The benefits can be great when:
- Your entire organization supports the plan.
- Your business is set up to succeed.
- Your employees are more likely to stay on track without being distracted or derailed.
- You make better decisions based on metrics that facilitate course correction.
- Everyone in your company is involved and invested in better outcomes.
- Departments and teams are aligned across your company.
- People are committed to learning and training.
- Productivity increases, and performance improves.
- Creativity is encouraged and rewarded.
What are the four main points of strategic planning? You engage in strategic thinking so you can create effective company goals that are:
Purpose-driven
Align your strategic plan with the company’s purpose and values as you understand them.
Actionable strategic goals are worth spending your time and resources on to reach organizational objectives.
It’s critical for you to track your strategy's progress and success, enabling your teams to take action and meet the goals more effectively.
Focused Long-term
A long-term focus distinguishes a strategic plan from operational goals, which involve daily activities and milestones required for success. When planning strategically, you’re looking ahead to the company’s future.
A strategic plan isn’t written in a day. Critical thinking evolves over several months. Those involved in the strategic planning are usually a team of leaders and employees from your company and possibly other stakeholders.
When should strategic planning be done?
You should plan strategically for start-ups and newer organizations from the start. But even if your company is more established, it’s not too late to start working on strategy.
Flexible timing that’s tailored to the needs of your organization is smart. Although the frequency of strategy sessions is up to you, many leaders use these milestones as a guide:
- When the economy, your market, and industry trends change, or a global event occurs (like the onset of a pandemic).
- Following a change in senior leadership.
- Before a product launch or when a new division is added to your business.
- After your company merges with another organization.
- During a convenient time frame such as a quarterly and annual review.
Many organizations opt to schedule regular strategic reviews such as quarterly or annually. Especially when crafting a plan, your strategic planning team should meet regularly. They will often follow predetermined steps in the development of your long-term plan.
What are the 11 steps of strategic planning?
Identify your company’s strategic position in the marketplace. .
Gather market data and research information from both internal and external sources. You may want to conduct a comprehensive SWOT analysis to determine your company’s Strengths, Weaknesses, Opportunities, and Threats against success. Your strengths and weaknesses are directly related to your current competitive advantage within your industry. They are what you use to balance challenges to your success. They also influence the likelihood of increased market share in the future.
Define your unique vision and mission.
What would success look like for you in three years? Five years? Ten years? Articulate that in a vision statement. How do you intend to realize your vision? That’s articulated in your mission statement. Formulating purpose-driven strategic goals articulates why your company does what it does. Your organizational values inform your mission and vision and connect them to specific objectives.
Determine your company’s value.
Many companies use financial forecasting for this purpose. A forecast can assign anticipated measurable results, return on investment (ROI), or profits and cost of investment.
Set your organizational direction.
Defining the impact you want to have and the time frame for achieving helps focus a too-broad or over-ambitious first draft. This way, your plan will have objectives that will have the most impact.
Create specific strategic objectives.
Your strategic objectives identify the conditions for your success. For instance, they may cover:
- Value: Increasing revenue and shareholder value, budgeting cost, allocating resources aligned with the strategic plan, forecasting profitability, and ensuring financial stability.
- Customer Experience: Identifying target audiences, solution-based products and services, value for the cost, better service, and increased market share.
- Operational Efficiency: Streamlining internal processes, investing in research and development, total quality and performance priorities, reducing cost, and improving workplace safety.
- Learning and Growth: Training leaders and teams to address change and sustain growth, improving employee productivity and retention, and building high-performing teams.
Set specific strategic initiatives.
Strategic initiatives are your company's actions to reach your strategic objectives, such as raising brand awareness, a commitment to product development, purpose-driven employee training, and more.
Develop cascading goals.
Cascading goals are like cascading messages : They filter your strategy throughout the company from top to bottom. The highest-level goals align with mid-level goals to individual goals employees must accomplish to achieve overall outcomes. This helps everyone see how their performance will influence overall success, which improves engagement and productivity.
Create alignment across the entire company.
The success of your strategy is directly impacted by your commitment to inform and engage your entire workforce in strategy implementation. This involves ensuring everyone is connected and working together to achieve your goals. Overall decision-making becomes easier and more aligned.
Consider strategy mapping.
A strategy map is an easy-to-understand diagram, graphic, or illustration that shows the logical, cause-and-effect relationship among various strategic objectives. They are used to quickly communicate how your organization creates value. It will help you communicate the details of your strategic plan better to people by tapping into their visual learning abilities.
Use metrics to measure performance.
When your strategy informs the creation of SMART organizational goals , benchmarks can be established and metrics can be assigned to evaluate performance within time frames. Key performance indicators (KPIs) align performance and productivity with long-term strategic objectives.
Evaluate the performance of your plan regularly.
You write a strategic plan to improve your company’s overall performance. Evaluating your progress at regular intervals will tell you whether you’re on your way to achieving your objectives or whether your plan needs an adjustment.
Effective strategic planning involves creating a company culture of good communication and accountability. It involves creating and embracing the opportunity for positive change.
Consider these statistics:
- In many companies, only 42% of leaders and 27% of employees have access to a strategic plan.
- Even if they have access, 95% of employees do not understand their organization's strategy.
- 5.2% of a strategy’s potential is lost to poor communication.
- What leaders care about makes up at least 80% of the content of their communications. But those messages do not tap into around 80% of their employees’ primary motivators for putting extra energy into a change program.
- 28% of leaders say one of the main reasons strategic initiatives succeed is the ability to attract skilled personnel; 25% say it’s good communication; 25% say it’s the ability to manage organizational change.
Here’s what you can do to embrace a culture of good communication and accountability:
Make your strategic plan visible. Talk about what's working and what isn't. People want to know where and how they fit into the organization and why their contribution is valuable. Even if they don't understand every element of the plan.
Build accountability. If you've agreed on a plan with clear objectives and priorities, your leaders have to take responsibility for what's in it. They must own the objectives and activities in your plan.
Create an environment for change. It’s much more difficult to implement a strategy if you think there will be no support or collaboration from your coworkers. Addressing their concerns will help build a culture that understands how to champion change.
Implementing Your Strategic Plan
- 98% of leaders think strategy implementation takes more time than strategy formulation.
- 61% of leaders acknowledge that their organizations often struggle to bridge the gap between strategy formulation and its day-to-day implementation.
- 45% of leaders say ensuring employees take different actions or demonstrate different behaviors is the toughest implementation challenge; 37% of leaders say it’s gaining support across the whole organization.
- 39% of leaders say one of the main reasons strategic plans succeed is skilled implementation.
The reality for so many is that it’s harder to implement a strategic plan than to craft one. Great strategic ideas and a clear direction are key to success, no matter what. But so is:
- Turning strategic ideas into an easy-to-implement framework that enables meaningful managing, tracking, and adapting.
- Getting everyone in the organization on the same strategic page, from creation to execution.
When your plan is structured to support implementation, you're more likely to get it done.
What are examples of good strategic planning? There are lots of templates out there to help you create a plan document with pen and paper.
But Ninety has a better way.
The Vision planner is essentially a strategic planning template on Ninety’s cloud-based platform that allows you to:
- Set goals, establish how you will meet them, and share them with those who need to know.
- Gain visibility around your company values.
- Create core values, a niche, and long-term goals that are accessible to everyone in your company.
- Create a vision of the future that lets you know what needs to happen now.
- Streamline and organize your processes.
- Easily update and track changes.
- Bring alignment to your entire organization.
And you can do all this with only two digitized pages.
In your Vision tool inside Ninety, you can easily access all the things that make strategic plans effective:
- Executive Summary
- Elevator Pitch
- Mission Statement
- Vision Statement
- SWOT Analysis
- Key Performance Indicators (KPIs)
- Industry Analysis
- Marketing Plan
- Operations Plan
- Financial Projections
Vision + Goals is also completely integrated with all other features on Ninety, such as Scorecards, 90-Day Goals, To-Dos, Issues, Roles & Responsibilities Chart, Meetings, One-on-Ones, and more:
- Create a clear vision for each team.
- Determine one- and three-year goals.
- Reference past versions in a Vision archive.
- Share your Vision with all teams, or keep it private.
Now that you’ve learned how to grow your company using strategic planning, it’s time to put your knowledge into practice:
Build your strategic plan on Ninety now.
Do you want more step-by-step guides on strategy, strategic planning, and creating actionable strategic plans? Subscribe to our blog!
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Strategic Plan Template
Collect your online responses with Jotform and turn them into professional, elegant PDFs automatically.
Focus on the future and keep your company moving forward with Jotform’s Strategic Plan Template. Simply fill in the attached form with your company overview, delve deeper with a SWOT analysis, and finish off by determining your strategic goals, actions, and financial plans. Our fully-customizable template converts submitted information into polished PDFs, which you can download, print, or share instantly.
You don’t need a degree in design to build a professional strategic plan. Change fonts, update colors, and add your company’s logo in an instant — with Jotform’s drag-and-drop PDF Editor, customization is a breeze! Establish goals, set your priorities, and draw up solid action plans as polished PDFs with our Strategic Plan Template. By clearly defining your goals and the steps you’ll take to achieve them, you can keep your company on track and grow your business faster.
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About Simple Business Plan Templates
Plans, strategies, roadmaps – Businesses rely on these things to gain perspective on what’s about to happen. Milestones laid down in strategic and careful planning for growth and expansion, visions of where the company’s headed 10 years from now, goals that should meet timelines, all these require a smart, prudent and calculated planning.
Whether you’re a startup, an SMB, or close to a Fortune 500, a solid business plan is crucial. And of course, writing business plans is a huge task. But, what if you needed something that requires input from others though? Say, an online form or a PDF template where responses from your colleagues and managers matter? Well, here’s a collection of PDF templates for business planning.
These are beautifully designed templates, specifically tailored for businesses and companies who don’t know where to start. The hard part was already done and that’s designing the template. These will serve as boilerplates for whatever milestone your business needs. You won’t need to worry on building something from scratch, you just need to focus on the content. Some of these templates will contain or collect executive summaries, opportunities, expectations, execution, financial plans, forecasts, the whole nine yards.
Business plan templates help give a clear vision of what lies ahead. They help you get things organized, planned out, and help you check off items from your to-do list more efficiently.
Frequently Asked Questions
What are the seven parts of a business plan.
- Executive summary. This is an overview of your business plan. The executive summary should include your company’s offerings, mission, goals, and projections. Think of it as the elevator pitch for your business plan. If you can’t get investors interested here, it’s unlikely they’ll want to keep reading.
- Company description and history. Describe your business’s legal structure and history in addition to what you do. If you just started this business, you may replace company history with your leadership team’s experience. The purpose of this section is to explain the company structure and build confidence in the people running the company.
- Products and services. Talk about what your company offers, whether that’s products, services, or a combination of the two. Describe your products and services in detail. Explain what makes your offering unique, what your profit margins are, what kind of demand you’re seeing for it, etc.
- Market and competitor research. Investors want to know if there’s demand for your offering. Describe the target market and how your product or service benefits potential customers. Include projections of where the industry is headed over the next few years. Additionally, detail your competitors and how saturated the market is.
- Sales and marketing strategy. This part of the business plan explains how you’ll promote your product. Outline elements such as your ideal customer profile (ICP) as well as your marketing channels, budget, and methods.
- Operations and logistics. Explain how you’ll source materials if you sell products as well as the technology you need to deliver such products and services. Also, provide details about your team, like how many people you’ll need and how you’ll manage employees.
- Financial plan and projections. It’s crucial to prove that your business will be financially viable. For this, you’ll need revenue and expense projections. Many investors want to see sample account statements, balance sheets, and cash flow projections.
How do you write a business plan?
Your business plan should be a realistic roadmap that helps you build a successful company. When writing it, take a balanced approach so that you’re not blind to the potential pitfalls and risks. You’ll draft each of the seven sections previously discussed.
Tackling these sections can be overwhelming, so some people like to start with a one-page business plan that includes short paragraphs for each element. Another way to give yourself a head start is by working from a business plan template. Once you have a good start, you can expand each section to make a compelling case for your business.
Can I write a business plan myself?
Yes, you can. However, depending on your writing experience and goals, you may want outside help. If the business plan is for internal use with the purpose of improving business functions, you’ll likely be OK tackling it alone. But if you’re trying to secure funding from a bank or investors, a professional business plan writer can give you a leg up.
Even if you decide to do it yourself, have a trusted friend or business mentor review your plan and provide feedback. An objective point of view will help you refine your work.
What are the four types of business plans?
- One-page or mini business plan. The one-page option is a great way to improve the focus of your business plan and highlight the essential elements. It can be an effective way to workshop your company’s plan or quickly give others a rundown of your entire business.
- Traditional business plan. The traditional business plan is more in-depth than its one-page counterpart and will be more thorough in each section (often, plans exceed 40 pages). For example, it may contain detailed financials, branding samples, and competitive research documents.
- Business model canvas (BMC). The business model canvas is a more visual representation of your business architecture. It includes sections for infrastructure, offering, customers, finances, etc. Many businesses find the BMC appealing since it can be summarized in a single page.
- Strategic business plan. The strategic business plan can have different purposes, like proving feasibility, discussing planning operations, or projecting growth. It will outline the company’s goals, its strategy for reaching them, and the company structure. The main difference between this and the traditional plan is its focus on specific strategic initiatives.
What are the common mistakes in business plans?
- Poor writing. Sloppy writing may suggest that you’re not serious about your business or you lack the needed professionalism.
- Unrealistic expectations. While you should be optimistic about your business, if your financial projections reflect your hopes more than reality, people may hesitate to back your business.
- Lack of supporting documentation. People reviewing your business plan want to see how you back up your claims. You can include research docs, sample financials, and estimates to make your case.
- Failing to define the target audience. For a successful marketing plan, you need to define your target audience. Investors and financial institutions need to see if you’re confident about who you’re selling to.
- Unbalanced. It’s important to lay out the risks and potential upsides. This analysis shows investors that you’re considering the whole picture regarding your business.
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51+ Strategic Plan Examples & Samples in Google Docs | Word | Pages | PDF | DOC
Whether it’s for a whole company or just for a particular project, no one can deny that strategy plays a crucial role in success. Should you find yourself in need of a strategic plan , then you’ve come to the right place. Read on and you’re bound to learn more about what this is and how to implement it. We also have an ideal strategic plan example for you below, straight from our extensive list.
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What Is a Strategic Plan?
Going by the simple strategic plan definition, this is a document that carefully lays out strategies and programs for specific business projects. It is a step within a development plan where the fundamental actions are outlined in great detail. There are several varieties, each with its own set of advantages and disadvantages, depending on the individual’s aims. As an example, a strategic business strategy may be developed to achieve a larger corporate objective. Then there are the specialized ones, like the marketing strategy.
How to Implement a Strategic Plan
Learning how to write a strategic plan is relatively easy, especially with the right strategic plan template at your disposal. The challenge, however, is in putting it into practice. Here are some steps to help you have a more pleasant time:
Step 1: Take Necessary Measures
This is the starting point of the implementation procedure. Make sure you read the strategy plan many times and understand everything in it. Review it thoroughly and if necessary, ask for advice from the people involved in the work plan to shed light on whatever may be unclear or challenging.
Step 2: Gather Your Team
It may be possible for you to implement a simple business plan by yourself, but it is still better to have people that you can rely on. Gather those whom you trust. Select those who have the same understanding of the strategic plan’s purpose and are willing to implement it at any cost. Address any problems that might crop up during the implementation process with the help of your team.
Step 3: Always Emphasize Communication
Communication is an essential part of any project plan. Find the most effective ways to communicate with everyone involved in both the planning and implementation. One of the best ways to do this would be to create a communication plan .
Step 4: Monitor and Adjust
During the implementation plan, there will be times when your steps will not be as what was originally planned. Keep your composure. Be prepared with a management plan during the whole process of implementation. Review the steps you took and if they were met on their designed timeline. You can also schedule meetings if necessary, to ensure that everybody did their part correctly. If a part of the strategy was not incorporated and you think it is essential, revise the plan. Repeat the process.
What is the purpose of a strategic plan?
Strategic planning is a well-organized process that helps you set an objective for your business’ future and decide how best to achieve it. Its primary purpose is to connect the main key areas – defining your business’s sole purpose, your main vision , and describing what you want to achieve.
What are the key components of any strategic plan?
The first component would be the vision and mission statement . Then you’ve got the core values and the action plan. A SWOT analysis is also a key component, as is the scorecard.
How do you develop a strategic plan?
Take the development of your plan step-by-step. First, write the mission statement. Then mention your vision and what your core values are. From there, you can conduct an internal and external analysis to help you understand your company better. Use that to help you identify strategic issues, which can help you establish your strategic goals and objectives . Then focus on your staffing plan before placing your overall plan in place.
Overall, a strategic plan is a critical tool for any organization looking to achieve long-term success, by providing a framework for aligning resources and efforts toward a common purpose. Remember to act boldly and make good use of what you’ve learned here today in the best interest of your company !
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3 Business Strategy Examples to Inspire Your Own
- 03 Nov 2022
Successful businesses often change the way the world lives. Consider Apple, Google, and Netflix and the immense value each offers customers. Despite ambitious profit margins, the companies' business strategies didn't stem solely from financial goals. Each prioritized consumer value through innovations such as smartphones, faster search engines, and video streaming.
If you want to develop a successful business strategy, here's an overview of value creation, how to create value, and examples of companies successfully implementing it into their business models.
Access your free e-book today.
What Is a Value-Based Business Strategy?
Creating value for the customer and company determines whether a business strategy is successful. According to Harvard Business School Professor Felix Oberholzer-Gee in the HBS Online course Business Strategy , "These companies don't win by having the best product or most impressive service. They win by creating the most value."
While this can be difficult to visualize, the value stick framework illustrates how a company can maximize profit while creating more value for its customers, suppliers, and stakeholders.
The value stick is a graph comprised of four components: willingness to pay (WTP), price, cost, and willingness to sell (WTS). Each segment represents how a sale's value is split between a firm, its customers, and suppliers. While each component leads to value, two levers create it: WTP and WTS.
To better understand how these components aid value-based business strategies , here are examples of how you can implement them in your organization.
Raising WTP
Willingness to pay (WTP) refers to the highest price a customer is willing to pay for a product or service. This calculation determines the threshold at which customers are more likely to make a purchase. Any slight imbalance in this number can deter, or even dissuade, consumers from purchasing. Only when a customer is delighted by a product or service are they willing to pay more.
Companies need to know their customer's WTP to remain profitable. According to HBS Online's Business Strategy course, it's influenced by the functional attributes of the product or service and other considerations, including:
- Business sustainability: Is the product or service environmentally sound?
- Social status: Does the media give your product or service additional value?
- Market influence: Does your product or service inspire your competition?
Raising WTP can be an effective strategy for companies interested in increasing profit margins. This difficult balancing act requires an understanding of the product and target consumer. Business Strategy identifies three main mechanisms for raising WTP:
- Conferring status: Earning "status" granted by media and the consumers to gain more value through public attention and brand legitimacy
- Reducing uncertainty: Ensuring quality and purpose within an organization, so customers know what to expect with your product and service every time
- Forming tastes: Taking the time to get your brand to the consumer as soon as possible because of nostalgic drivers
Lowering WTS
Willingness to sell (WTS) is the lowest price suppliers are willing to accept in exchange for materials needed to create products or services. Just as customers must weigh personal versus monetary value in determining whether they want to participate in a transaction, so do suppliers.
Another way to measure WTS is by considering employee engagement and retention. One of the most valuable assets a company has is its talent. Effective leaders nurture and develop employees to ensure salary isn't their only motivator.
Lowering WTS for one or both of these groups can be an effective business strategy for companies that can't raise their WTP. For example, companies that can motivate employees to work for a lower cost by providing value in other ways—such as benefits packages, flexible work hours, and generous paid time off—can lower WTS. Another method of lowering WTS is creating value for suppliers. This can take the form of additional warehouse space or long-term contracts.
3 Companies With Successful Business Strategies
One of the best ways to learn about business strategy is from real-world examples. Here are three companies that faced numerous challenges but overcame them through value-based business strategies.
1. Best Buy
Best Buy, the multinational electronics retailer, is an excellent example of how a shift in business strategy can lead to rapid growth. In 2012, Best Buy faced fierce market competition with online platforms like Amazon and big-box stores like Walmart and Home Depot. As a result, the company lost over a billion dollars in revenue in a single quarter.
Rather than closing stores or developing new products, Best Buy's leadership decided to leverage an existing asset not being utilized to its full potential: its storefronts. Best Buy started using its stores as "mini warehouses," providing faster shipping times, easier customer pick-up, and improved product availability. As a result of enhancing convenience for the customer, Best Buy increased its WTP.
Best Buy is an exceptional example of a value-based business strategy because it subsequently lowered WTS with this initiative. By keeping the vast network of stores intact and allowing vendors to build showrooms within its stores, Best Buy provided a cost-effective option for its vendors. This additional value lowered vendors' WTS, leading to product discounts.
As the largest sportswear manufacturer of shoes, clothing, and accessories, Nike has become one of the world's leading global sports brands. While much of Nike's success has come from its iconic products, it's also resulted from effective business strategies that out-compete in today's crowded sportswear market.
Value-based pricing greatly contributed to the company's reported global revenue of more than $44 billion in 2021 . For example, Nike has consistently leveraged consumers' perceptions of its products to drive prices up within their WTP. Nike can do this by creating the highest quality products to justify charging a premium price.
Many of Nike's competitors struggle to follow this same business model because of Nike's most valuable asset: its image. Company leadership at Nike has long understood that its pricing model isn't just reflected in the quality of its products but in the influence of its logo. By understanding its social and market influence, Nike's exclusive products, such as Air Jordans, have contributed to driving its perceived value to an even higher level. As a result, brand value and customer loyalty are two major pillars of Nike's long-term success at consistently raising its customer's WTP.
3. Starbucks
The world's largest coffeehouse chain, Starbucks, also needed to adopt a value-based strategy to gain market domination. In 2008, Starbucks faced immense financial pressure from increasing fast-food chain competition, rising prices in food and supplies, and global strains on coffee trading. In fact, by March 30, 2008, its profits had fallen nearly 28 percent compared to the previous year, leading to 300 closed stores and 6,700 employee layoffs.
To combat these challenges, Starbucks focused on better understanding the company's WTP. According to a letter by Starbucks CEO Howard Shultz, "The company must shift its focus away from bureaucracy and back to customers. We need to reignite the emotional attachment with our customers."
One method of doing this was the "My Starbucks Idea." Its goal was to create a space for customers to exchange ideas with each other and the company about Starbucks' products, services, stores, and corporate social responsibility . With nearly 93,000 ideas recorded and 1.3 million newly generated on social media, Starbucks tapped into what their customers cared about most.
Understanding what drives customer value led to many business model changes synonymous with Starbucks today. For example, free Wi-Fi, lounge chairs, and Starbucks' rewards program all sparked from customer feedback and forums. As a result, Starbucks is widely known as one of the fast-food chains with the highest WTP because of its loyal customer base.
Making Profits the Outcome, Not the Goal
Companies considering a shift in business strategy are often facing financial hardships. Whether an impending bankruptcy, decreasing profit margins, or increasing employee turnover, business strategies are meant to solve these problems. Yet, this isn't where your strategy should start.
"Profit is not the goal," says Oberholzer-Gee in HBS Online's Business Strategy course. "You treat it as an outcome. It's people first, then business."
Business leaders need an in-depth understanding of customer value to succeed in today's competitive marketplace. While real-world examples illustrate the implementation of these value-based strategies, taking an online course like Business Strategy can help you create an effective business strategy that wins over customers while generating a profit.
Are you interested in learning how customer value relates to financially successful business strategies? Explore our online course Business Strategy , or other strategy courses , to develop your strategic planning skills. To determine which strategy course is right for you, download our free flowchart .
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Car Dealership Business Plan PDF Example
- February 24, 2024
- Business Plan
Creating a comprehensive business plan is crucial for launching and running a successful car dealership. This plan serves as your roadmap, detailing your vision, operational strategies, and financial plan. It helps establish your car dealership’s identity, navigate the competitive market, and secure funding for growth.
This article not only breaks down the critical components of a car dealership business plan, but also provides an example of a business plan to help you craft your own.
Whether you’re an experienced entrepreneur or new to the retail industry, this guide, complete with a business plan example, lays the groundwork for turning your car dealership business concept into reality. Let’s dive in!
Our car dealership business plan is meticulously organized to encompass all key components necessary for a comprehensive strategic framework. It details our dealership’s operations, marketing strategies, market environment, competitors, leadership team, and financial outlook.
- Executive Summary: Offers an overview of your Car Dealership’s business concept, including the range of new and pre-owned vehicles, market analysis, management team, and financial strategy.
- Car Dealership & Location: Describes the dealership’s prime location, accessibility, and facility features, including the showroom and service area.
- Vehicles & Rates: Lists the types of vehicles offered, from economical compact cars to luxury SUVs, including pricing and financing options.
- Key Stats: Shares industry size, growth trends, and relevant statistics for the car dealership market.
- Key Trends: Highlights recent trends affecting the car dealership sector, such as the surge in Electric Vehicle (EV) sales and the shift towards Built-to-Order sales.
- Key Competitors: Analyzes main competitors in the area and how your dealership differentiates itself, focusing on vehicle selection, customer service, and additional services like maintenance and repairs.
- SWOT: Strengths, weaknesses, opportunities, and threats analysis tailored to the car dealership business.
- Marketing Plan: Strategies for promoting your dealership and attracting customers, including online presence, targeted promotional campaigns, and community engagement.
- Timeline: Key milestones and objectives from the initial setup through the first year of operation and beyond.
- Management: Information on who manages the Car Dealership, detailing their roles, experience in the automotive industry, and business management.
- Financial Plan: Projects the dealership’s 5-year financial performance, including revenue from vehicle sales, profit and loss statements, cash flow analysis, and balance sheet.
Car Dealership Business Plan
Download an expert-built 30+ slides Powerpoint business plan template
Executive Summary
The Executive Summary introduces your car dealership’s business plan, providing a succinct overview of your dealership and its offerings. It should describe your market positioning, the range of vehicles you offer—including new and pre-owned cars, financing options, and after-sales services—its location, size, and an overview of daily operations.
This section should also delve into how your car dealership will establish itself within the local market, including the number of direct competitors in the area, identifying who they are, along with your dealership’s unique selling points that set it apart from these competitors.
Moreover, you should include information about the management and founding team, detailing their roles and contributions to the dealership’s success. Additionally, a summary of your financial projections, including revenue and profits over the next five years, should be included here to provide a clear picture of your dealership’s financial strategy.
Make sure to cover here _ Business Overview _ Market Overview _ Management Team _ Financial Plan
Dive deeper into Executive Summary
Business Overview
For a Car Dealership, the Business Overview section can be effectively divided into 2 main categories:
Car Dealership & Location
Describe the dealership’s physical setup, focusing on its design, layout, and overall ambiance that welcomes customers. Mention features such as the showroom’s size, the display arrangement of vehicles, and any customer-friendly areas like waiting lounges or consultation spaces. Next, highlight the dealership’s location, emphasizing its accessibility and the convenience it offers to customers, such as proximity to major roads or highways and the ease of parking. Also, explain why this location is strategically chosen to attract your target customer base, considering factors like local traffic flow, visibility, and the presence of nearby complementary businesses.
Vehicles & Rates
Detail the variety of vehicles offered, including new and pre-owned models, different brands, and vehicle types (such as sedans, SUVs, trucks, and electric vehicles). Emphasize any unique or highly sought-after models that could attract customers. Outline your pricing strategy for the vehicles, ensuring it reflects the value offered and aligns with the market segment you’re targeting. Discuss any financing options, leasing deals, or special promotions that make purchasing more accessible and appealing to customers.
Make sure to cover here _ Car Dealership & Location _ Vehicles & Rates
Market Overview
Industry size & growth.
In the Market Overview of your car dealership business plan, begin by analyzing the size of the automotive industry and its growth potential. This examination is essential for grasping the market’s breadth and pinpointing opportunities for expansion.
Key Market Trends
Next, delve into current market trends, such as the growing consumer interest in electric and hybrid vehicles, advanced safety features, and digital sales platforms. Highlight the demand for vehicles that cater to evolving lifestyle needs and environmental concerns, along with the shift towards online purchasing and personalized buying experiences.
Key Competitors
Finally, assess the competitive landscape, which spans from luxury car dealerships to budget-friendly lots, as well as online car sales platforms. Focus on what sets your dealership apart, whether it’s through superior customer service, a diverse inventory, or expertise in specific types of vehicles. This section will clarify the demand for automotive sales services, the competitive setting, and how your dealership is poised to succeed in this dynamic industry.
Make sure to cover here _ Industry size & growth _ Key competitors _ Key market trends
Dive deeper into Key competitors
Begin with a SWOT analysis for the car dealership , identifying Strengths (such as a diverse vehicle inventory and strong customer service), Weaknesses (like limited market presence or competitive pressure), Opportunities (for instance, the growing demand for electric vehicles and online sales channels), and Threats (such as economic fluctuations affecting consumer spending on big-ticket items).
Marketing Plan
Then, craft a marketing plan that details strategies to attract and retain customers through targeted advertising campaigns, promotional financing offers, a dynamic online presence, and community engagement events.
Lastly, establish a comprehensive timeline that marks key milestones for the dealership’s launch, marketing initiatives, customer base development, and growth goals, ensuring the business progresses with clarity and focus.
Make sure to cover here _ SWOT _ Marketing Plan _ Timeline
Dive deeper into SWOT
Dive deeper into Marketing Plan
The Management section focuses on the car dealership business’s management and their direct roles in daily operations and strategic direction. This part is crucial for understanding who is responsible for making key decisions and driving the car dealership toward its financial and operational goals.
For your car dealership business plan, list the core team members, their specific responsibilities, and how their expertise supports the business.
Financial Plan
The Financial Plan section is a comprehensive analysis of your financial projections for revenue, expenses, and profitability. It lays out your car dealership’s approach to securing funding, managing cash flow, and achieving breakeven.
This section typically includes detailed forecasts for the first 5 years of operation, highlighting expected revenue, operating costs , and capital expenditures.
For your car dealership business plan, provide a snapshot of your financial statement (profit and loss, balance sheet, cash flow statement), as well as your key assumptions (e.g. number of customers and prices, expenses, etc.).
Make sure to cover here _ Profit and Loss _ Cash Flow Statement _ Balance Sheet _ Use of Funds
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Sample Strategic Plans Q & A About me Adjunct Lecturer at HKS Two decades' experience in the nonprofit and philanthropic sector, designing and leading large global and national initiatives and organizations Board experience on boards and advisory boards www.sushmaraman.com www.linkedin.com/in/sushmaraman
Best Practices in the Industry Company ABC Ascending to the Next Level Executive Summary Over the next five years, Company ABC will reach new horizons by proactively focusing on service, leadership, quality and innovation initiatives.
The Complete Guide toStrategic Planning Mission: Determine your orga- nization's core purpose. Competitive Advantages: Solidify your unique position Use SWOT: Process the SWOT to set priorities. Set Calendar: Establish schedule for progress reviews Values: Identify your core beliefs.
18 FREE Strategic Plan Templates and Examples (Word | PDF) It is not easy to achieve your goals without a plan. Right from your home, and that entails everything you do to your career. For everything to be successful, you need a strategic plan.
Managing Work Strategic planning Free PDF Business Plan Templates and Samples Get free Smartsheet templates By Joe Weller | September 9, 2020 We've gathered the most useful collection of business plan PDF templates and samples, including options for organizations of any size and type.
Strategic planning is a vital process for any organization that wants to achieve its goals and fulfill its mission. In this pdf, you will find a comprehensive guide to strategic planning, based on the proven methodology of Brighter Strategies, a leading organizational development consulting firm in DC. You will learn how to assess your current situation, define your vision and values, set ...
22+Business Strategic Plan - Examples, Format, Pdf Business Strategic Plan The importance of a business strategic plan cannot be understated for any company. A business strategic plan assists a company in achieving long-term sustainability. Without a strategic plan, companies would find it difficult to sustain their daily operations.
Blog Design for Business Free Strategic Plan Template and Best Practices Written by: Raja Mandal Dec 26, 2023 As a business owner, you know the excitement of witnessing your business thrive, outperforming competitors in a challenging market and achieving the goals you've been longing for.
Looking to develop a strategic plan for your business? Our simple strategic planning template can get you started. Download Free Template Available for Word & PDF & Google Docs First Name* Last Name* Email* Phone number* Company name* Website URL* How Many Employees Work at Your Company?* We're committed to your privacy.
It's important to project as closely as possible to avoid loss of trust. A "Critical Ratio" is calculated by dividing the time remaining until a job's deadline by the total shop time remaining for said job. A critical ratio above 1.0 is ideal for any business, as that means you're doing well on cost and schedule.
20+ SAMPLE Strategic Planning in PDF Rating : Most business owners would approve that having a business strategy is critical and necessary for any business to succeed in growth and competition. In general, strategic planning aids in increasing your business's operational efficiency, market share, and profitability.
Learn more Business Development Business development is the practice of identifying, attracting, and acquiring new business to further your company's revenue and growth goals. How you achieve these goals is sometimes referred to as a business development strategy — and it applies to and benefits everyone at your company. Image Source
Identify business goals and set priorities that create growth for your company. Formulate a long-term plan of action designed to achieve these objectives. Determine an internal system tracking and evaluating performance. When organizations want to, they use a strategic plan to: Strengthen their operation.
2018-2020 EXECUTIVE SUMMARY Overview of the Process A fruitful strategic planning processes results in a written document that can be used as an internal reference and a road map for accountability and decision making, a resource for new staf, and a tool for measuring success.
These are the Core Values of the ABC Company: 1. Commitment 2. Client focus 3. Growth 4. Integrity 5. Leadership Summary ABC Company is a web application that provides PDF templates to the users. These available templates can be used to get more sales and attract potential investors.
3. Create Value for Customers. With an understanding of the market and your company's purpose, you can determine how your organization provides unique or greater value and strategize ways to improve. On the value stick, the value captured by customers is called "customer delight.".
As an example, a strategic business strategy may be developed to achieve a larger corporate objective. Then there are the specialized ones, like the marketing strategy. How to Implement a Strategic Plan. Learning how to write a strategic plan is relatively easy, especially with the right strategic plan template at your disposal. The challenge ...
budget process. For example, if an office is suddenly faced with a new challenge or mandate, a change in its operating environment, or other strategic change, it may be valuable to undertake a strategic planning exercise. When a new team or unit is to be established, it is imperative to develop a strategic plan at the very outset. Building a ...
3 Business Strategy Examples to Inspire Your Own 03 Nov 2022 Kate Gibson Contributors Business Strategy Strategy Successful businesses often change the way the world lives. Consider Apple, Google, and Netflix and the immense value each offers customers.
The NELLCO Strategic Plan, 2010 - 2014 which follows is the result of hard work and many meetings and drafts by the Strategic Planning Committee and the input and guidance of the Executive Director, Tracy Thompson. The process began in 2007 when the Strategic Planning Committee formed (Marnie Warner (Massachusetts Trials Courts), Judy Gire
A. Vision Statement. The vision/mission statements are clear summaries of where the business is headed. It describes what the business produces, who products are produced for, and unique business characteristics. It will reflect the values of the management team and the type of business culture you are trying to create.
Strategic planning is a tool for organizing the present on the basis of the projections of the desired future. That is, a strategic plan is a road map to lead an organization from where it is now to where it would like to be in five or ten years. It is necessary to have a strategic plan for your chapter or division.
This Strategic Plan provides a framework that outlines the SBA's key goals and objectives to ensure that our programs are managed effectively and efficiently. Download .pdf. File size: 878KB. Effective : March 28, 2022. Owned by : Office of Performance, Planning and the Chief Financial Officer. Related Programs : Agency Management.
Strategy SWOT. Begin with a SWOT analysis for the car dealership, identifying Strengths (such as a diverse vehicle inventory and strong customer service), Weaknesses (like limited market presence or competitive pressure), Opportunities (for instance, the growing demand for electric vehicles and online sales channels), and Threats (such as economic fluctuations affecting consumer spending on ...
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