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10 Tips for Creating a Winning Business Plan in PowerPoint If you're presenting your business plan in PowerPoint format, read this first.

By The Staff of Entrepreneur Media, Inc. • Feb 10, 2015

In their book Write Your Business Plan , the staff of Entrepreneur Media offer an in-depth understanding of what's essential to any business plan, what's appropriate for your venture, and what it takes to ensure success. In this edited excerpt, the authors offer some quick-hitting tips that can help you create an effective PowerPoint presentation for your business plan.

Creating a PowerPoint presentation, or deck, for your business plan is a quick, to-the-point means of revealing your best selling points to those reviewing it, while still sending over your more detailed plan.

The question is, how do you organize and minimize the breadth of a business plan into a short PowerPoint presentation? First, it's recommended that you use the 10–20–30 rule: 10 slides, 20 minutes and a minimum 30-point font.

Follow these additional tips to create a winning deck:

1. Your first slide is your title slide, which provides the name of the business, your name, title and contact information, plus a slogan if you have one. During the presentation, you can read the slide and add in a sentence that describes what it is you do.

2. The next slide should introduce a problem that persists and is relatable to your target market. Statistics can help you support your comments, but cite only a couple at best. You want the audience to relate to the problem or at least understand how it affects others.

3. The third slide should get to your solution. Briefly describe in simple terms how your business has figured out how to alleviate the problem you mentioned in slide 2. Make sure the audience understands that you have a unique approach. You might also add a few words to support your overall value proposition.

4. Next, you want to explain how you'll make money. What are your revenue sources? Who are your customers? What is your pricing structure? Then talk briefly about how you expect to profit.

5. Now present a little more detail on your operating plan. How does it all work? Self -service? Kiosks? Personal service? From buying the goods to marketing them to sales and shipping, give your audience a short summary of how it all works. Include a little technology—remember, "a little!" This is where you may need a second, visual slide to show how it all works.

6. Now it's time to present your marketing plan in a few short words. After all, if you're going to create dynamic advertising and promotional campaigns, what better way to start than briefly explaining how you plan to market the business? Give some specifics, rather than saying "on the Internet" or "on TV." Let your audience know you have a plan for marketing and can keep it within a reasonable budget.

7. Mention your key competitors—but be nice. Then explain what gives you the competitive edge.

8. Talk about your team. Remember, people invest in other people. This is where you introduce your team, with a few very brief highlights (one line) of each member's background that relates to the business at hand.

9. This next slide should show a clear financial projection with a three-to-five-year forecast. Explain the method you used to arrive at your numbers.

10. Finally, show them where you are at present. What have you done thus far, and how are you looking to move forward sooner rather than later? Present a positive call to action based on what you've accomplished to date and what you'll accomplish in the future.

There are many ways to go about putting together your deck. And yes, if you need to go to 12 slides, do so, but try not to go longer.

A few additional tips:

  • Don't use jargon. Not everyone is deeply embedded in your industry.
  • Don't post slides, then read them word for word. Your audience can read. Show something that's easy for them to digest, and use your comments to provide a little deeper explanation. This way, you present more information, some printed and some verbally.
  • Take a breath between slides so you don't start motoring along.
  • Don't focus on technology, technology and more technology even if you're a technology company.
  • Don't overload slides with too much material—people can only read and digest so much.
  • Remember, less is more. Don't try to pack too much into a PowerPoint presentation—your listeners can always read the full plan for more details.

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How to Make a Business Plan Presentation? Guide & Examples

This guide helps you make a strong business plan presentation easily. You will learn about important parts, how to organize them well, and use visuals effectively to explain your business idea clearly. You will get better at telling your business story to feel more confident in a competitive environment.

How to Make a Business Plan Presentation? Guide & Examples

An innovative way to display your ideas and convince your team or clients is to present an idea with a business plan presentation. An effective presentation can showcase your mind and create an engaging meeting covering all necessary plan elements.

Every venture requires funding to start or grow and expand its business. A clear and detailed business plan will make it easy for the investor to understand your vision and goals. Hence, making it easier for them to fund you.

Whether you are a team, investor, or client, you must understand the importance of a business plan PowerPoint presentation. With the right strategy, you can influence anyone about your objectives and pitch your idea with an effective presentation. In this article, you will learn how to make a business plan presentation to grow your business. 

What is a business plan presentation?

The purpose of a business plan presentation is to summarize a company’s strategic goals, operational details, and financial forecasts concisely and visually engagingly. It typically includes key information such as the business model, target market, competitive analysis, marketing strategy , and financial projections. The business plan aims to communicate the business concept, demonstrate viability to stakeholders, and secure support or funding.

How to Make a Business Plan Presentation Tutorial & Examples blue infographic with four people

Key elements Of A Business Plan Presentation

A business plan presentation must include certain content that accurately represents your ideas. Usually, about 10 to 12 slides are required for an effective presentation. The key elements of the business plan must include the following:

Customer Profiles

Marketing and sales strategies.

  • Organizational Structure And Management

Services And Products

Financial plan.

Your plan must have details about the company profile and should be explained using infographics in your slides. With the right graphics, one can better understand your company and its objectives. The company profile usually includes the history of the company, an overview of products and services, its customers, and its targeted market. 

Company Profile Global PowerPoint Template for How to Make a Business Plan Presentation?

The market analysis in your business plan presentation explains the size of your target audience, the problem it solves, and the consumer’s needs. It should include the strengths and weaknesses of your products and services. It must also include competitors’ market research and how your product will handle the competition. This way, you can show your investors how your product will stand out from the competition and your Unique Selling proposition. 

Comparative Market Analysis Template for How to Make a Business Plan Presentation?

It is a sub-part of your market analysis. Your market research not only focuses on the competition but also the consumers. The customer profile includes most customers’ age, career, or location. It also includes their goals, problems, and behavior patterns. It can also provide how to attract that particular audience section and how they will trust your products. With customer profiles, you can determine the right price point, after-sales services, and market reach for consumers (both online and offline).

Target Audience Behaviour PowerPoint Template for How to Make a Business Plan Presentation?

Once you explain your products’ needs, the next step is to market them. It is best to have a better market analysis to understand the ins and outs of your targeted market. The strategies usually include budgets, communication channels, marketing goals, and the resources needed to sell the products. Any investor investing in your product will be more easily convinced if they see a foolproof plan that guarantees a solid return on investment. Nothing is better than showcasing your marketing and sales strategies and impressing investors with effective plans. 

Digital Marketing Strategy PowerPoint Template for How to Make a Business Plan Presentation?

Organizational Structure and Management

The next order of business after your marketing strategy is the team. It is better to introduce your team and management people to make your investors acquainted with the ones in charge. Investors bet on the foundations, and your team is your foundation to grow your business It is easier for them to trust when they know who your team members are. 

An organizational chart representing your team and explaining their work and roles in the project is a good start. It will also highlight the effective hierarchy of work and establish a formal order of command that is followed. This structure will ensure your team follows a professional work culture. 

Org Chart PowerPoint Template How to Make a Business Plan Presentation?

The services and products include tools that can benefit the targeted consumers. These tools include product canvas, value proposition canvas, and many others. Such tools ensure that the product fits the said customer. It also helps define your customer profiles and explains the market needs. 

Service Catalogue PowerPoint Template for How to Make a Business Plan Presentation?

The last but most important section of this business plan is the project’s financials. It is what the investors most care about. You can include the history data to establish your successful operations and how it will give you an edge in handling your new product.

Along with history, a future plan about how much funding you need and how you will execute your plan to use the said funding. You can use templates to save your time. They are available online. For example, try SlideUpLift templates to create a financial map for your investors. This plan must include all financial data and a plan B. This shows the investors that you are well prepared for all the situations.

Budget Finance Table PowerPoint Template How to Make a Business Plan Presentation?

It is best to conclude your presentation with an executive summary . It is a great way to explain how and why your plan is the right step for them. You can also add features and services you will offer. A precise yet appealing conclusion can offer you an edge. You can take it as the perfect ending as it concludes your plan. 

How to Make a Business Plan Presentation?

What is the difference between a business presentation & a business plan presentation?

A business presentation is a method of presenting information about your business. It can include marketing strategy or any other aspect related to the business. 

On the other hand, a business plan presentation is a way to interact with your investors, shareholders, and the audience. It includes your objectives, market research, customer profile, financial stakes, and the core of your idea. The business plan PowerPoint presentation is a foolproof roadmap of how you will execute your idea into a business model. 

How to make a business plan presentation?

A business plan presentation helps you explain your plan and execution strategies in an organized way through visuals. You can influence your audience with a good presentation that includes step-by-step interaction with all the sections. Each part and content of the presentation displays the need for your product and ensures trust and confidence for the investors. It is best to include useful information through a well-prepared visual aid and verbal explanation.

Here are the steps on how to create a business plan presentation:

Review essential business information

The first step is to review each element of your business plan closely. It acts as the base while collecting information for your presentation. It creates a firm foundation and effectively starts your business plan.

Research business competitors

You must also include your competitors’ information and statistics in your business plan presentation. With sufficient information and facts, you can help your product stand out. This information can help you build your reputation as a unique brand. This will create a professional and reliable image of your business for the consumers.

Network with prospective investors

Once you have collected the necessary information and prepared your strategies, the next step is approaching the right investors and stakeholders to showcase your business plan. You have higher chances of maximizing your investments by reaching the right audience. It also helps you understand and question your product in detail before you enter the market at your full capacity. Investors can also provide their valuable feedback, and all of this requires networking. 

Recommended: Explore our Strategy Roadmap PowerPoint Template here!

Create a slide presentation of your business plan

The next step is to display your plan uniformly and convince them to put their money into your product. One can attract investors and stakeholders better with effective strategy and influential products. Slides presentation is a visual approach and is better at convincing investors than just sharing statistics tables. 

Practice your business plan presentation

The final step is to practice your presentation before presenting. You can do a demo run of the presentation for your team members and understand the common doubts they have. A demo run can help you identify your faults and prioritize which section is more vital than others. Your team must also brainstorm questions your investors are likely to ask so that you are well-prepared beforehand.

Top 10 slides you need for a business plan presentation

You need at least ten slides to present your idea effectively. Covering one topic in each slide is more appealing as it helps the audience counter questions after each slide. Here are the top 10 slides you can add to the plan presentation:

How to Make a Business Plan Presentation Tutorial & Examples slides that are included

Slide 1: The Title Slide

A title slide is an introduction to your presentation. Just add your business name, logo,  slogan, and motto you believe in. You can begin your presentation with the next slide with just a few introductory lines.

Slide 2: The Problem Statement

As we discussed, it is better to come directly to your product and explain the problem it solves. Rather than beating around the bush, please focus on the facts and explain them with a story. You can also include effective infographics, fun facts, and engaging questions to increase audience attentiveness. You must ensure that your problem statement is short, clear, and easy to understand. This slide will shape your whole presentation. You will attract your audience’s attention by clearly conveying the problem your business solves. 

Slide 3: Your Business Solution

Now, as soon as you discuss the problem, you must focus on the solution to how your products solve the problem and conclude the slide by connecting it with the story. You can add a step-by-step solution or use graphs to help your audience understand the process.

Slide 4: Your Pricing Plan

The following slide should discuss your price strategy. A more effective payment plan will only retain prospective customers. It is better to attract customers with appealing prices and impress them so they keep on purchasing your product or service. It is easier said than done. But once you convince investors of your problem/solutions, you must impress them with your revenue stream strategy. You may also add your competitors’ pricing to this slide to justify how reasonable your pricing plan is.

Slide 5: Business Operations Information

Briefly explain your business objectives and operations in your Business Plan Presentation. Add how you have planned to streamline your business operations to save time and resources. You can help them understand your work better by explaining it step-by-step. 

Slide 6: Your Marketing Plan

Now you have a Problem statement and your solution. But how will you enter the market?  How will you let your target audience know about your services and products? A product is as good as nothing if it doesn’t reach your customers’ hands. For this, you need a marketing strategy. Add your go-to market strategy to this slide. It helps investors understand how you will reach your targeted audience. The more you impress investors with a marketing strategy, the more chances you have of investment. 

How to Make a Business Plan Presentation?

Slide 7: Industry Overview

This slide shows current industry conditions. It includes your competitors and how they are operating the market. Just keep the data fact-based to make it more credible. 

Slide 8: Financial Projections

This slide displays how fast you will grow and what your investors can expect in returns. It will include money management and growth strategy as well. Add all the details about how much you will spend on various stages. Include your revenue and profit expectations for the following years as well. Financial projections for 3-5 years can help you reach your goals faster.

Slide 9: Your Team

This slide is an introduction to your team. Add all the crucial team members responsible for executing the plan. This will give investors a sense of your company’s hierarchy. And help them understand who is responsible for what. A well-established team with dedicated and motivated people always boosts investors’ and stakeholders’ confidence in the business.

Project Team Leadership PowerPoint Template for How to Make a Business Plan Presentation?

Slide 10: Concluding Slide

The last slide must be an executive summary or a conclusion. This slide will discuss all the essential topics you discussed in a precise form and help you conclude better. Adding this slide is best; it helps your audience remember the vital topics and keeps them engaged throughout. 

Business plan powerpoint presentation examples

There are thousands of business plan powerpoint presentation examples and templates you can select from. Besides basic free presentations, you can download executive summary templates , project management presentation templates , and other templates from many online resources. It is easier to select among these templates once you have a concept in mind. Even if you have no budget to buy premium PowerPoint templates , you can download a free template to cater to your needs from SlideUpLift’s website.

How to present a business plan presentation?

The best way to present your business plan is with PowerPoint presentations. You can use ready-made templates and edit them as per your requirements to ease the job. Usually, up to 15 slides must be displayed to display your overall execution strategy. But you can add or remove slides as per your content. Using simple vocabulary and easy-to-understand terminology for such business presentations is vital. 

Most interesting presentations have a variety of graphs, tables, and infographics to engage the audience. You can also add a risk assessment to ensure you are prepared for every situation. With effective market and consumer research, you can convince investors better. Even if you have the best presentation, you might lose the opportunity if you don’t practice it well. Always practice presentations multiple times and be prepared for questions from investors. 

Collection of Business Plan PowerPoint Template to understand How to Make a Business Plan Presentation

Tips and Tricks to make your Business Plan powerPoint more Memorable

Here are some tips that can help you present your business plan presentation effectively and influence investors easily:

Focus on the Main Points

The presentation usually covers a vast range of topics and information. However, it is necessary to focus on the prioritized data. Most investors are more interested in financial data than understanding each other’s aspects. Provide precise yet critical points about each slide and ask questions after each topic to ensure they know everything. It is not ideal to explain each topic in detail as It will make your presentation boring.

Use Common Language

Use simple yet professional language for your presentation. Try to use easier words over technical language or over-the-top vocabulary, as it will make the presentation challenging to understand. Most financial data is already too entangled, and using confusing language can make it worse. Using simple, layman-like, and understandable language to express your viewpoint is better. Also, use infographics and graphs to make it more engaging and easy to grasp.  

Genuinely Deliver Information

A presentation is a serious matter for your business. It is essential to maintain professionalism so that your investors can rely upon you with your money. Always stay excited and try to deliver information genuinely. Try to avoid using filler content. Write to the point and short content. Ensure your overall presentation is easy to read and skimmable. 

Prepare for the Questions Beforehand

Always prepare an expected questionnaire for the investors. These must include all questions you and your team think your investor will be curious to ask. Put yourself in the investors’ shoes and think. If prepared beforehand, you can give accurate answers and include the necessary information.

Practice Again and Again

The best thing you can do is practice repeatedly. The more presentations you give, the better you will be at presenting them. It’s better to present twice in front of your team so you are prepared overall. 

Time Management

Any presentation that goes on for long will eventually become boring. With just facts and data, your audience will lose interest. Hence, it is better to share necessary information quickly. Always time your presentation and try to keep it on point. This will maintain audience enthusiasm about your product and help you answer their questions correctly.

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Mistakes to Avoid When Making A Business Plan Presentation

Sometimes, no matter how much you try, mistakes are unavoidable. But there is no harm in minimizing these to present your product efficiently. Hence, here are the most common mistakes one can avoid in a business plan presentation:

Not Timing Your Presentation

The most obvious mistake is not timing your presentation. If one fails to time the presentation, it can become extended and boring. It must catch up on the targeted goals and shouldn’t become repetitive. It is better to keep the presentation precise and short. With just 10 to 12 slides, one can present effectively and share the overall project without wasting time on unnecessary topics. 

Focusing on Non-Essential Information in the Presentation

The presentation usually involves a variety of topics. You must focus on the priority topics more than the rest of the information. If each topic is explained thoroughly, it will consume a lot of time. Deciding what is necessary and what must be explained well is better. This also guides investors to understand what your primary goal is and what comes next.

Overloading Data

Refrain from overloading your presentation with information. Keep your slides’ data content precise and short. Also, explain it in keynotes, as explaining each topic will elongate the presentation. The audience can better understand your presentation with simple bullet points and visuals.

Lack of Graphs and Tables

A presentation is more engaging than raw data because of the infographics. It can be just a data dump if your presentation lacks graphs, tables, and other visuals. Creating a business plan presentation filled with visuals, color schemes, and easy-to-read fonts is better to keep the audience interested in your idea.

Ignoring Audiences and Their Needs

One of the blunders you can make while creating a presentation is to ignore your audience. You must prioritize your audience’s needs and keep pushing how your products solve those needs. You should buy your product and assess it like your consumers. This can decide whether your investor thinks your product is worth it.

Why you should choose SlideUpLift’s pre-made business plan presentation templates

A premade presentation template from SlideUpLift can offer you an edge and make the business plan presentation process much faster. Our ready-made, fully editable presentation template can be easily altered to your needs and likes in just a few clicks. You can add more or reduce the amount of data you want. With thousands of templates, SlideUpLift covers all bases to create your desired perfect presentation. Not only do we offer free PowerPoint templates, but we also have an exclusive variety of templates for Google Slides as well at affordable prices.

How To download SlideUpLift’s business planning templates? 

The most essential step before downloading SlideUpift Templates is registering on our website. You can then login and select from a range of templates. Depending on your need, you can either pay for a template or select a free template for your presentation. In addition, we also offer membership plans if you are interested in getting various other services apart from professionally designed business plan presentations. The process of getting the membership and downling these templates is simple and easy to follow. 

how to prepare business plan ppt

Here is a list of some of the best and most used templates from SlideUpLift:

  • Executive Summary Templates For PowerPoint & Google Slides
  • Project Management Presentations Collection PowerPoint Template
  • Roadmap Templates For PowerPoint & Google Slides
  • 30 60 90 Day Plan Collection For PowerPoint
  • List Templates Collection For PowerPoint  
  • Business Planning Isometric PowerPoint Template
  • One Page Strategic Plan PowerPoint Template

Business Plan Presentation — Conclusion

The best answer for how to make a business plan presentation is to use research data appealingly. A simple download template can be converted into an effective way to engage an audience and convince them to understand your business model. 

With effective sales, marketing, and business strategies, a business plan presentation can showcase your objectives clearly and ensure your idea influences the investors. Your presentation can become a vision for your business, so it should inspire your investor as it motivates you. 

With SlideUpLift, download, edit, and create your own version of a presentation that helps you to see the bigger picture. With attractive templates, fonts, and color schemes, find your own way to deliver your vision and display it in a structured manner. 

A business plan presentation is a way to interact with your audience to display your business plan. It is a detailed presentation that targets investors and shareholders to get inspired by the product and acquire funding for the business.

How do you create a business plan presentation?

The simplest way to create a business plan presentation is to download a premade template online. You can then edit it according to your needs. You must research the market, targeted audience, and your competition in-depth. 

This will include information, and your business plan must include such data. Also, include a financial strategy to ensure your business is a wise choice for investment. One can also include sales marketing and awareness strategies to attract more customers. Finally, a risk assessment makes your plan more foolproof. Hence, including one will make your presentation more engaging

One can present a business plan presentation with at least ten slides. Each slide should include a topic and explain why the product stands out to the investors. Data must be kept short and precise, and graphs and infographics must be presented enough to engage the audience. With easy-to-understand language, more straightforward vocabulary, and effective planning, a presentation can inspire your audience and encourage them to invest more and more in your project. 

What should be included in a business plan presentation?

The business plan presentation must include every detail of your overall business plan. It must include your team, operations, marketing, and sales strategies, and financial goals. Along with these, it must also include your mission, vision, objectives, and how you solve the issues. It should be a gateway to your product’s vision, so you must be precise and explain why and how it is essential. 

Where do you find the best templates related to business plan PowerPoint?

There are hundreds of websites that offer business plan PowerPoint templates. Among others, SlideUpLift stands as the best there is to offer. With over 4000 templates, we cater to every professional’s needs. You can select free-of-cost, affordable, or exclusive templates depending on your needs. Professionally designed templates allow you to edit and create unique presentations as per your requirements. With SlideUpLift’s easily customizable templates, you can inspire the audience better.

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The Easy Guide to Making a Business Plan Presentation

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Failing to plan is planning to fail.

That’s why a business plan is crucial to your business. If you want to make sure that the promising business idea in your head is feasible, you have to start with a business plan .

Visuals make anything easier to understand. That’s why including them in your business plan presentation is a foolproof way to ensure that it’s readily welcomed by your audience and digested without confusion.

By no means is this business plan template limited to presentations; you can also include these diagrams in your business plan documents to make them more readable.

Following are downloadable Simple Business Plan Templates

  • Business Plan Template PDF
  • Business Plan Template Word
  • Business Plan Template PowerPoint

What is a Business Plan?

Benefits of using a business plan presentation, executive summary, company profile, customer profiles.

  • Perpetual Map
  • Porter’s Five Forces

SWOT Analysis

Pest analysis, competitor profile.

  • Competitive Intelligence

Marketing and Sales Strategies

Organizational structure and management, product canvas, value proposition canvas.

  • Financial plan

Common Mistakes to Avoid When Creating a Business Plan Presentation

Faqs about business plan presentations, want to extend the guide to creating a business plan presentation.

Let’s start by clarifying the business plan definition.

A business plan is a document that describes your business in terms of what it does, the products and services it offers, your business strategy and business goals, and your action plan outlining how you plan to achieve your goals and earn money.

The main purposes of a business plan are to

  • Show the future financial performance of the company and its economic situation for the owners and investors.
  • Help identify risks that may affect the growth of the company and provide strategies to overcome them.
  • Help make predictions about market trends, competitor behavior, customer requirements and define and prioritize key business objectives .
  • Serve as a key resource for developing budgets

Clarity and Communication

A business plan presentation helps you communicate your business idea, goals, and strategies with clarity. It allows you to distill complex information into concise and visually appealing slides, making it easier for your audience to understand and grasp the key points. Presenting your business plan in a structured and organized manner enhances clarity and ensures that your message is effectively communicated.

Engaging and Persuasive

A well-designed and well-delivered business plan presentation can be highly engaging and persuasive. By using visual aids, such as graphs, charts, and images, you can capture the attention of your audience and create a memorable impact. Effective storytelling and compelling visuals can help you convey the value proposition of your business, showcase market opportunities, and convince investors, stakeholders, or potential partners to support your venture.

Feedback and Interaction

Presenting your business plan allows you to receive immediate feedback and engage in discussions with your audience. This feedback can be invaluable in refining your business strategy , identifying potential gaps or weaknesses, and addressing questions or concerns. The interactive nature of a presentation enables you to have a dialogue, gather insights, and build relationships with key stakeholders. It also provides an opportunity to demonstrate your expertise, passion, and confidence, which can further strengthen your credibility and increase the likelihood of securing support or funding for your business.

The Key Elements of a Business Plan

A business plan should contain the following key components.

  • Executive summary
  • Company profile
  • Market analysis
  • Marketing and sales strategies
  • Organizational structure and management
  • Services and products

Although this comes first, it’s smarter to write it at the end. The executive summary of your business plan should explain what is great about your business model and its products or services.

It should be concise and appealing to the reader. And it’s easier to write a meaningful summary once you have filled in the rest of your plan.

Your company profile should provide details on,

  • Company history
  • Overview of the company
  • Mission Statement
  • Key resources
  • Business contact information
  • Products or services
  • Location details
  • The market you serve
  • Your key customers
  • The customer issue you seek to solve

All these details can be presented in a much nicer way with an infographic like the one below. It’s easier to read and understand and more compact and clearer than paragraphs of detail.

Company Profile Template

Market Analysis

Through a market analysis , you can find enough detail to define your target market, its size, customer segments, and their needs.

Your market analysis should also include a competitor analysis, where you will research your key competitors in terms of their influence in the market, their strengths and weaknesses, the threats they pose to you, their products and services, their pricing plans, their marketing strategies etc.

Some visual techniques you can use in this section to present your data are

These aptly summarize all your findings on your customers such as their demographic details, jobs, responsibilities, needs, challenges etc.

Customer Profile Template for Business Plan

Perceptual Map

This tool helps you depict and analyze how your (potential) target customer perceives the brands or products of your competitors. It helps you make sense of your product or service’s competitive positioning through the survey data at your hand.

Perceptual Map for Business Plan

Porter’s Five Forces

This tool is used to assess your business competitive strength and position against your competitors. Using it you can understand whether your new product or service is profitable.

Porters Five Forces Template for Business Plan

SWOT analysis is a great way to determine the strengths and weaknesses of your competitors and the opportunities and threats they bring to you within the industry. You can also use it to assess the capabilities of your own company.

SWOT Analysis Template for Business Plan

More on SWOT Analysis: What, Why and How to Use Them Effectively

PEST stands for Political, Economic, Socio-Cultural and Technological factors. It’s a great way to examine how the external forces in your market can impact your company. It will also help you shape your marketing strategy and develop your risk management plan.

PEST Analysis Example

View More More on SWOT Analysis: PEST Analysis Tools

All the details you have gathered on your competitors, such as their sales numbers, strategies, partners, suppliers etc. can be organized here. It’s a great way to prepare your competitor analysis data to be added to your business plan presentation.

Competitor Profile Template for Business Plan

View More Competitor Analysis Tools

Competitive Intelligence Mind Map

Or you can convey these data in a mind map. You can use Creately Viewer to add this to your online documents, websites, intranet, Wiki, or business plan presentations. This way you can view any links included in the mind map and navigate through it easily.

Competitor Intelligence Mind Map Template

You can learn how to use these tools along with other useful techniques in more detail in;

View More Market Strategy Planning Tools

This is where you outline how you plan to market and sell your product. It’s easier to do now as you have extensive knowledge about your market, target customer and your competitors.

With your marketing strategy, you have to consider factors like your marketing or communication channels, marketing goals, marketing budgets, resources etc.

With your sales plan , pay attention to your sales targets, sales tools, resources etc.

You can use mind maps to visualize all this data to your audience. You can either use two mind maps to outline your sales and marketing strategies separately or a single mind map to showcase both.

Marketing and Sales Plan Template

Marketing and Sales Plan template for business presentation

If you want separate a marketing plan and sales plan, check out the templates below,

  • Marketing Plan Template for Business Plan Presentation
  • Sales Plan Template for Business Plan Presentation

Who are the key personnel involved in your organization? List them down in this section along with their expertise.

Use an organizational chart to represent your team, their roles and skills. It can help you highlight the hierarchy of your organizational structure as well.

Organizational Structure for Business Plan Presentation

Services and Products

This section explains your services or products and how they can benefit the customers. Here are some visualizations you can use to make this section more interesting to your audience.

Product canvas is a tool used to map, design and describe your product strategy. It takes into consideration your target audience, the important features of your product decided by storyboards , epics, design sketches, mockups , and the tasks you need to carry out to build the product.

Product Canvas Template

Learn about this in more detail here .

It’s a tool you can use to ensure that your product or service fits the requirements of your customer. It helps you look into

  • The value you can deliver to the customer via your product or service
  • Which customer problems/s that you are trying to solve
  • Which is the job that your product helps the customer to finish
  • Which customer needs you are satisfying
  • What are the different products you are offering to each customer segment

Value Proposition Canvas for Business Plan

Financial Plan

This is the section where you provide all financial information related to your business. This section is required if you are presenting your business plan to investors.

It will include both historical data such as cash flow statements,profit and loss statements, income statements etc. and financial projections based on the impact of your new product.

If you are pitching a new product to your investors, you may also want to include your funding requirements.

For a business plan presentation, you can use a digital database of your financial information with a simple Creately mind map. You can link up all your financial statements on your mind map.

This way anyone who refers to the mind map can easily access the linked resources from one single place.

Financial Plan Template

Overloading with Information

One of the most common mistakes is including too much information on each slide. This overwhelms the audience and makes it difficult for them to follow along. Keep your slides concise and focused on key points. Use bullet points or visuals to convey information effectively.

Lack of Visual Appeal

A presentation that lacks visual appeal can fail to engage the audience. Avoid using too much text and opt for visually appealing elements such as images, graphs, and charts. Use a consistent color scheme and fonts that are easy to read. Make sure your visuals support your message rather than distract from it.

Ignoring the Audience’s Needs

It’s essential to consider the needs and interests of your audience when creating a presentation. Tailor your content to address their concerns and provide relevant information. Avoid using jargon or technical terms that your audience may not understand. Focus on presenting the most compelling aspects of your business plan that align with their interests.

Lack of Practice and Rehearsal

Presenting a business plan without sufficient practice and rehearsal can lead to a lack of confidence and a disjointed delivery. Practice your presentation multiple times to become familiar with the content, timing, and transitions. Rehearse in front of a mirror or a small audience to receive feedback and improve your delivery.

By avoiding these common mistakes, you can create a compelling and effective presentation that effectively communicates your business plan to your audience.

In this post we have explained how to create a business plan presentation step-by-step. Make use of the templates that are provided to make your presentation more eye-catching and easy-to-understand.

Here are some more tips on making your presentation a hit.

Join over thousands of organizations that use Creately to brainstorm, plan, analyze, and execute their projects successfully.

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Amanda Athuraliya is the communication specialist/content writer at Creately, online diagramming and collaboration tool. She is an avid reader, a budding writer and a passionate researcher who loves to write about all kinds of topics.

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How to Create a Quality Business Plan Presentation

The Art of Perfect Pitch

The Art of Perfect Pitch

  • October 18, 2023

13 Min Read

Business Plan Presentation

Want to hook potential investors to your business idea? A wow business plan presentation will do that for you. It’s time to translate your brilliant business plan into a stunning presentation without losing the context of it.

In this article, we will learn the basics of creating a perfect business plan presentation with tips and mistakes to avoid. You will also learn tricks to attract potential angel investors with this business presentation. Find free business presentation templates for download and start creating your magic with them.

What Is A Business Plan Presentation?

A business plan presentation is a visual and engaging presentation of your efficient business plan. It allows you to present an entire business plan to someone fairly new to your business within a few minutes. A business presentation is a brief summary of what your business does, what are its goals and what is its financial standing in the market. Overall, it is an invaluable tool for any business, especially the ones looking to fulfill funding requirements from investors.

A promising business plan makes a base for a persuasive business plan presentation. Upmetrics business plan builder helps you write converting business plans that have been tried and tested by thousands of businesses globally.

How To Make A Presentation For A Business Plan?

When you deliver a business plan presentation, you only have a few minutes to capture the audience’s attention. A slide deck, therefore must be succinct and highlight the basic components of your business briefly.

Here are 10 essential components of a business plan presentation

1. Title Slide

The title slide requires no explanation. It is an introduction slide and should include basic information about your business.

What would you include in the basic information?

  • Business Name
  • Business Logo
  • Business Slogan/Tagline, if any
  • Contact Details
  • Presenter Name
  • Business Partners, if any

The first slide needs to be visually appealing and place your business in a strong light.

This slide should clearly address the pain points of your target market and customers. Establish relevance while outlining the problems solved by your products and services.

Illustrate your problems using a storytelling approach. Outline the problem in extremely simple language. Place minimum text and meaningful graphics on slides to keep the information scannable.

Present the ideas such that anyone with no understanding of your market can grasp them.

For example: If you are offering home cleaning services, you may want to express the problem as:

“The young busy professionals are turning toward the nuclear family structure. They have no time or energy to clean their home. They are looking for a hassle-free way to maintain a clean and organized living space.”

3. Solution

Introduce your products and services and explain how those solve particular problems of your customer segments. Illustrate how the idea can be scaled to achieve the business goals.

“Lesser words, greater impact.” Follow this rule while designing your slide’s content, graphics, and visuals. Instead of paragraphs, write in bullet points and statements. Translate your ideas into easily digestible slides. Offer solutions through self-explanatory sketches and diagrams.

Continuing our previous example , the solution could be offered as:

“Experienced professionals at Cleanzy deliver home cleaning services to customers flexibly at their given schedule. We are equipped with the latest technology to ensure high-quality quick services. Our services can be booked through an app or call.”

4. Market Analysis

Introduce your target market and their demographics like income, age, and gender in this slide. Create a visual customer profile for better understanding. The market analysis must also include details of your competitors. Consider SWOT analysis to help investors get a better idea of your business standing.

The most important part of market analysis is a presentation of actual and predicted market size. Investors will be interested if they believe your business can generate higher ROI.

Describe key market trends surrounding your industry. Let the figures and statistics do the talking here. Ensure the reliability of data by choosing trustworthy and verifiable sources. Present these data in the form of graphs, charts, and tables to drive informed and insightful decisions.

Here’s an example for better understanding.

“There are more than 128 million households in the USA. The growing work culture, busy lifestyle, and dependency amongst old aged people have created the demand for hassle-free quick and efficient home cleaning services. According to the reports by IBIS World, the US residential home cleaning services were worth approximately 46 billion dollars in 2021 and are expected to grow with a CAGR of 17.5%.”

5. Showcase Your Products And Service

Now that you have familiarized the investors with the market, tell them where your product and services stand. List out your USPs (Unique Selling Proposition). Visually explain what your products and services do. Show the desirability of your product and service in the market. This is a good time to introduce pricing plans in your presentation.

We offer a range of services individually and collectively with different pricing plans to help our customers keep their houses clean and hygienic.

For Example,

A house cleaning company would offer the following as their core services:

  • House Cleaning Services
  • Deep Cleaning Services
  • Upholstery Cleaning
  • Window cleaning
  • Carpet Cleaning
  • Pressure Wash
  • Disinfection And Sanitization

As a home cleaning service provider, we understand the different needs of individuals by offering custom packages.

6. Sales And Marketing Strategies

How do you plan to grow and market your business? What is your marketing budget? Will you use online or offline streams to market your product offerings?

Make this slide all about your marketing strategy and plan. Introduce different marketing streams you will use to reach your target audience. Instead of listing it all down, find a way to create self-explanatory visuals with minimum text.

Also, mention your existing marketing strategy and the results it is generating.

7. Operations Plan

Investors want to see the practical aspects of your business. Give them an insight into your day-to-day business operations. Explain your business processes. Demonstrate all the essential resources and equipment you need for your business.

The operations plan shows the potential of your business idea to achieve its goals through the right means.

Introduce the prospective investors to your team. Present your key personnel and management team on this slide. Describe their core competencies, key skills, and achievements through graphical representation.

Introducing your team shows the investors that you have the right people to drive the business on a successful path.

9. Financial Plan And Projections

It is now time to reveal the financial overview of your company here. Present the financial statements in this slide. Newly founded startups can show financial projections and back them with claims and proof.

Highlight the key figures and statistics that can show the impact of your business in terms of profits, growth, and income. Make use of graphs and interactive visual methods to create an impact on this slide.

Learn more: Create a financial plan for your startup business

10. Funds Being Raised

Ensure that the funding section of your business plan offers concrete information that drives decision-making. This slide should focus on the money you need for the growth of your business. Instead of offering one fixed amount, give a range of options and show what you can do with different amounts. Explain core areas where your funding will go. Do you require funding for marketing, diversification, staffing, expansion, or product development?

An example of this would be:

“We need XYZ amount to penetrate in smaller regions of the USA. We have already created our base in major states and cities. The amount raised will be used for marketing, staffing, and product development.”

These components shall form a building block that will translate your core business concept into a successful presentation.

Kawasaki’s Rule: Presenting your Business Plan

Presenting a business plan is as important as creating one. While there is no strict rule book that states the rights and wrongs, this Kawasaki rule attracts praise for its effective guidelines on business presentation.

Guy Kawasaki, a former Apple ambassador, introduced the 10-20-30 rule. Keep these things in mind as you plan the contents of your business plan presentation.

  • No more than 10 slides
  • No more than 20 minutes
  • No less than 30 pt fonts

The presentation must have 12 slides at the most. Adjust the important information within these slides. Further, the time for your presentation to be delivered within 20 minutes. Anything longer than that will risk you with an inattentive audience. Lastly, manage the contents effectively, with a minimum font size of 30pts. This will keep your slides easily scannable and clutter-free.

Tips To Create A Winning Business Plan Presentation

Translating your business idea into slides gets easy with clear writing and design fundamentals. Let’s decode the tips to help you create a persuasive business plan presentation.

1. Clear And Concise Writing

Before you begin the presentation, get crystal clarity on your business plan. Then create a rough outline of key components that explains your entire business. This step will help you write briefly without losing the context.

Take the help of writing tools and AI technologies like ChatGPT, Jasper, QuillBot, and Writesonic to write crisp content.

Avoid jargon and new words. Focus on clarity instead. Anyone, even a kid, should understand your business idea. This is the level of simplicity we are talking of.

2. Font Type and Size

Don’t use too many different fonts in the presentation. Choose a maximum of 2 different fonts that are simple, clean, and easy to read. Helvetica, Calibri, Arial, and Gill Sans are among the popular fonts for presentation. They are pleasing to the eye and make content scannable. Set the font size to at least 30 points. Fonts smaller than that will look messy on the slide.

3. Visual Elements

Graphics makes it easy to explain your ideas effortlessly. Moreover, content can be grasped and recalled timely with graphics. However, too many visual elements without a purpose will create clutter. Hence ensure that every visual element adds impact.

It is important to know that a presentation is for the evaluation of your business idea, not your presentation skills. Keeping this in mind, find a balance and add visual elements that help you best convey the idea.

4. Color Combinations

Colors hold a psychological effect, and using them mindfully could prove good for your presentation. Always pick a subtle color contrast that makes slides readable. Also, avoid color contrasts that create a distraction.

Too confused to pick a suitable color contrast? Check out these ready-to-use presentation templates that will sort out all your design worries. ( We will link one of the few templates we are giving to download, here)

5. Time Your Presentation

The biggest mistake one makes in a presentation is not timing it. Practically, no one has hours at hand to listen to your pitch. Find a way to present all essential information concisely in an impactful manner. Stick to Guy Kawasaki’s 20 minutes presentation rule.

6. Deliver The Message Clearly

Your presentation must contain enough content to help prospective investors research your business. Don’t speak what’s already written on the slides. Take an opportunity to market your business idea with a strong presentation pitch

Mistakes To Avoid In Your Business Plan Presentation

Despite the tips above, it’s easy to lose grip over the presentation and make it off-flowing. Look out for these common mistakes consciously and make your presentation more enriching.

1. Avoid Inessential Information

A pitch deck must have clear answers highlighting the brand’s USP(Unique Value Proposition), targetted market, future projections, scalability, growth, and obstacles. Keep yourself in the investors’ shoes and only place the contents that serve the purpose.

2. Avoid Overwhelming The Investors

Presenting too much information or graphics in your slide will distract your investors. Instead of listening to you, they would be busy reading the contents on your slide. Only include self-explanatory content in your slides. Everything can be explained during the presentation.

Adding too many visual elements is not an answer to an attractive pitch deck. Include graphics that make the work easier for you and alleviate the pitch.

3. Presenting Poorly Designed Slides

It takes special professionals to design the slides and manage the contents within them effectively. Ready-to-use business presentation templates and presentation tools like Prezi, Keynote, Powerpoint, and Visme are perfect for making business plan presentations.

Professionally designed slides put you across as someone sincere and dedicated who has impactful things to say. Invest time and take help from specialized professionals to create a pitch-perfect presentation of your business plan.

4. Ending Without A Thorough Takeaway

The business plan presentation must leave the audience with sincere thoughts. It should have a solid conclusion and win the investors’ trust in your business idea.

Consciously try and avoid making these common mistakes to create presentations that leave lasting impressions.

How To Present A Business Plan To Potential Investors

Finance is the lifeline of any business, and you want funds coming through to grow, expand and scale your business idea. Now that you have learned the fundamentals of creating a compelling business plan presentation, it’s time to present it to your potential investors.

1. Tell A Story

We live in times of information overload. People have an attention span of Goldfish. Only an interesting story can keep them glued to your presentation. With storytelling, you compel the investors into a binding spell.

Add emotions and humane touch to your presentation to help investors connect to your business purpose. Don’t let figures in a pitch deck overpower your narration. Instead, add those to your storytelling approach and create a meaningful and engaging pitch.

2. Practice Your Pitch

A killer business plan needs a killer presenter. And even if you aren’t great at it, practice will help you get better.

Practice the pitch as much as you need to come across as confident and clear. Practice even when you get comfortable explaining the concepts. This will help you polish your presentation skills. Record yourself and look out for minor details to refine your presentation delivery. Reviewing yourself critically might be great for your presentation.

To present yourself in a better way, make a stellar pitch using graphics and charts. You can also use pitch deck generators with AI to create an engaging pitch with minimal effort.

3. Get Realistic

Even after presenting a hundred pitch decks, your presentations may go off-route. You can never predict or control the exact environment of a new investor pitch. Be ready for untimely interruptions, unplanned questions, and glitches.

Understand your business idea thoroughly to get realistic and comfortable with uncertainty in the presentation. Create a checklist from an investor’s perspective and see if your presentation has every detail one needs before investing.

Ready to create a business plan presentation? Stay confident in your delivery and refine your presentation till you find a deck that works for you. It is not necessarily an error in your business plan. Sometimes it’s just the presentation that needs work.

An awesome business plan makes the core of business model presentations. This Business plan builder will help you write an efficient business plan that translates into a rewarding pitch deck.

Build your Business Plan Faster

with step-by-step Guidance & AI Assistance.

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Frequently Asked Questions

Can i do a business plan presentation on powerpoint.

Yes, you can create a business plan presentation on PowerPoint, Prezi, Keynote, and Visme. There are ready business presentation templates available online for free download. These templates could help you create engaging presentations. However, before you jump start and create a presentation, build a foolproof business plan. A solid business plan is easier to translate into a business model presentation slide.

How Can A Business Plan Template Help Create An Effective Presentation?

A business plan template is professionally created by testing hundreds of different scenarios. It helps you write different versions of your business plan to attract different stakeholders. The templates can be adjusted by editing, removing, and adding new components to them. Moreover, tools like checklists, milestones, teams, and collaboration ensure that the final output is up to the mark.

What Is The Introduction Of A Business Plan Presentation?

A business plan presentation can be started with a title slide or an executive summary. The title slide is simple and contains basic details of your business in a presentable manner. However, most companies consider executive summary as a worthy addition to their business plan presentation. An executive summary is a concise description of what your business does, its product and services, and its objectives in the market. Though it is placed at the beginning of a presentation, consider writing your executive summary after you finish writing for all the slides. This will help you create an engaging executive summary.

How To End A Business Plan Presentation?

Your business plan presentation should end with a solid conclusion. Without a conclusion, it will leave no impact on the viewers. The conclusion must offer an answer to the core purpose of your business plan. Ensure that you offer a thorough takeaway to the readers. Offer them adequate information like supporting documents, point of contact, and what you wish from them in this slide.

Cannot think of what to write? This business plan course will indeed be a great help.

What Is The Best Time To Create A Business Plan Presentation?

The best time to start creating a presentation of a business plan is when you have your business plan ready. Remember, that the presentation is a representation of your business idea, not your visual and graphics skills. Focus on creating a valuable business plan that contains all the adequate details, statistics, and proofs. Once you have that ready, choose the presentation platform for yourself and start working on it.

About the Author

how to prepare business plan ppt

Shyam Dua is a seasoned tax professional with 40+ years of experience & a mentor at SCORE. He stands out due to his exceptional business planning skills. With a keen eye for detail and a strong financial acumen, Shyam crafts compelling business plans that pave the way to success. A CPA with a philanthropic heart, Shyam's strategic expertise, and dedication make him an invaluable asset in shaping thriving business ventures. Read more

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How To Write a Business Plan On Just One PowerPoint: A Free Template

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How To Write a Business Plan On Just One PowerPoint: A Free Template

Business plans are a great way to map out the future of your business and how you can reach your goals. They help you clarify your ideas, set realistic objectives, and identify potential challenges upfront.

A well-written business plan will help you sell your company and attract investors or backers. It’s also crucial to finding funding for new operations and expansion opportunities. A business plan is not just for the big businesses either; even start-ups need to know where they're going and how they’ll get there.

Introduction

A business plan is a roadmap for your company. It will help you determine where to take your business, what that looks like, and how you’ll get there.

A business plan can also serve as an outline of all the activities and information your company needs to provide investors with to entice them to finance your venture or give you money for expansion. In other words, a business plan is your company’s sales pitch — or, more accurately, it’s the main reason why anyone should trust your company enough to hand over their capital investment or trust-based service contract.

A well-written business plan will help you sell your business idea and attract investors or backers. It’s also vital to finding funding for new operations and expansion opportunities.

If you don’t have time to create one from scratch, we have good news: take our FREE PowerPoint template to start .

how to prepare business plan ppt

What is a Business Plan?

A business plan is a comprehensive document outlining a company's future and its products or services. It is a strategic blueprint for a business venture or expansion. The document outlines the financial forecast, the strategy for marketing and distribution, and the targeted customer base.

A business plan is not a marketing plan. Business plans are made to highlight the strategic and financial aspects of a venture. Marketing plans are made to determine how an idea will be promoted and executed.

Tips for writing a good business plan

Business plans are mainly written for potential investors, lenders, and potential employees.

Avoid jargon

Investors would like to read something easy to understand. Jargon may sound impressive, but no one would understand it, so that it will confuse the reader.

Avoid using too many numbers

The. business plan is mainly about presenting data, so it is better to use a lot of charts and graphs to make it easier for investors to understand.

You can use a structured writing style.

Structured writing is the preferred style for business plans. It contains the following elements: introduction, overview, strategies, organization, performance, and conclusions.

Could you make sure your plan is actionable?

Business plans should be able to get the reader excited and lead them to take concrete actions in the form of action steps.

Steps and Questions to Write a Business Plan

Define your business.

What is the product or service offering? Who is the targeted audience? What will customers get from this product or service?

Analyze your industry

What is the current market condition? What are the competitors’ pricing strategies? What are the customer demands? What are the customers’ buying behaviors? How is the product or service positioned against competitors? What is the business model?

Create a strategic plan

What are the goals and milestones for each financial forecast? What is the business model? What are the marketing strategies? Who are the potential customers? What are their buying behaviors?

Create the financial plan

What is the profit/loss (p&l) forecast? What are the costs? What are the cost drivers? What are the expenses? What are the expenses drivers? What are the key performance indicators? What are the control measures? What are the assumptions?

Create the human resources plan

Who are the stakeholders? Who are the key players? What are the challenges? How will those challenges be addressed? What are the milestones for each challenge?

Create the product/service development plan

What are the features/benefits of the product/service? What are the timelines? What are the customer feedback/reviews? What are the key features to be added/improved?

Create the marketing plan

What are the marketing strategies? Who are the potential customers? How will they be reached? What are the advertisements? What are the promotional activities? What are the customer service/support channels?

Create the financial analysis plan

What are the fundamental financial metrics? What are the assumptions? What are the key assumptions? What are the critical economic drivers? What are the indicators? What are the risks? What is the sensitivity analysis?

Finally, summarize everything in the one-page business plan template

Summarize the complete business plan in a one-page document.

What to Include in a One-Page Business Plan

There are a few components vital to every business plan, no matter what industry you’re in or what funding stage you’re seeking.

You immediately want to grab the reader’s attention in the one-page business plan. This is your one-two-punch pitch: On one page, tell them what you’re trying to achieve and how you will do it. Our one-page business plan template includes:

Problem to Solve

Problem statement - Which problem are you trying to solve? Identifying and having a good understanding of the problem is crucial before you get started on your business.

Mission & Vision

Could you explain the purpose and direction of your business?

Market Analysis

Could you explain the attractiveness and the dynamics of the market?

Competitor Analysis

Could you identify the main competitors to determine their strengths and weaknesses?

Customer Segments

Could you explain to the customer groups or businesses that you aim to sell your products or services?

Marketing Strategy

Detail the strategy to market the products or services to customers.

Business Structure

Could you explain the entity you want to form and the organizational setup?

Key Financials

Summary of the critical financial information and financial projections for the future Of course, there are different types of information and content to explain your business plan in a one-page form. You can adjust the categories to your needs. Our PowerPoint template is fully editable.

You aim to provide or pitch information management, and investors must decide on your company. You don’t want to overwhelm them with unnecessary details, and you don’t want to make them work too hard to find the information they need.

A sample one-page business plan template

If you’re still having trouble putting all these components into one document, there’s no need to worry.

We’ve developed a great template that offers all the standard components of a business plan, along with an outline that you can use to fill them in. This free PowerPoint template is 100% editable.

how to prepare business plan ppt

Why should you write your business plan in PowerPoint?

If you’re writing your business plan on PowerPoint, you can mix your text and bullet points to create a visual presentation. This is an excellent way to break down some of the more significant components in your business plan, like the company overview or marketing plan.

Yet, PowerPoint presentations are hard to distribute, and if you want to share your business plan with others, you’ll need to convert it to PDF.

How do you write a business plan for one page?

What should I include in a one-page business plan? Describe the issues your business and product will address, the state of the industry, your target audience, the critical facts about your business, your launch plan, how you will sell your product, the financial plan, how much investment you need,, and why now is the right time to start.

A business plan is a crucial part of any company’s growth strategy. It can help you secure funding, attract investors, and attract potential employees.

It’s also a great way to organize your thoughts and set goals for your company's future. We’ve found some free templates that can help you get started, and we’ve also provided a few tips to keep your business plan short, clear, and compelling.

This one-page business plan template is perfect for anyone who wants to start a business but needs more funds to hire a professional to create a plan. It's 100% free, fully editable, and has a free PowerPoint template to easily create a professional-looking presentation. So what are you waiting for?

Get started on your business presentation today with this free business plan template!

One-Page Business Plan Template 

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how to prepare business plan ppt

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How to create a business plan presentation?

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How to create a business plan presentation?

Business plans are essential for any company. Start with a business plan to ensure your business idea is promising and feasible.

It can be much easier to understand with business plan slides and attractive visuals. Hence, it is best to include them in your business plan presentation so that the target audience will welcome and internalize them without confusion.

first slide of presentation

What is a Business Plan Presentation?

The business plan presentation PowerPoint is an animated document describing your company’s activities, the services and products offered, your company’s business goals and strategy, and the action plan you have defined. A business plan must outline how you plan to make money and achieve your goals.

The main objectives of a business plan PPT include:

  • Assistance in identifying risks affecting the company’s growth and strategies to overcome those risks.
  • Demonstration of the company’s financial performance and the state of the economy to investors.
  • Help predict competitors and major market trends and explain key business objectives.
  • An essential resource for various development budgets.

Ten tips for creating a business plan presentation:

  • Add your company details: name, headline, name, and tagline to the first slide of your business plan. When introducing the slide, you can describe your actions in one sentence.
  • Imagine a specific problem. Make sure it relates to your target audience. You can also add statistics to this part of a business plan to clarify how you influence others.
  • Describe the solution in simple terms. Offer a solution to the problem mentioned in slide 2. Offer a unique approach.
  • Explain how you want to make money. Indicate the pricing structure, customers, sources of income, and ways of making a profit.
  • Add some details to your business plan. Explain how it works and make a summary. Add a visual slide to show how it all works.
  • Briefly outline the strategy. Briefly explain how you can plan for your company to go to market. Provide specific details to your audience. Publish your marketing plan and budget.
  • Tell about your main competitors and indicate how and how you differ from them.
  • Name something about your team. Highlight each participant’s business experience.
  • Provide your audience with a clear and concise financial forecast for several years. Tell about the methods by which you have reached the current numbers.
  • Show where you are now. Presentation of the business plan must share what you have done, what you are looking for, and how you plan to achieve your goals. On the last slide, call your audience to action.

analysis slide

How to Create a Business Plan: 16 Components of a Business Plan

You can make a business plan summary at the end or do it first. However, it would be better to generate it in the episode. It is where you need to explain the benefits of your business model and present your products and services.

It should be attractive and concise for the reader. After you complete the rest of the plan, it’s easy to write a meaningful resume.

Company Profile

In your company profile, tell readers certain information:

  • The customer problem you want to solve;
  • History of the company;
  • Business contact data;
  • Services or products;
  • The market you serve.

It would be better to use an infographic to show all these details in the business plan. Much easier to understand and read more clearly and concisely than tons of paragraphs of additional information in your business plan.

company profile slide

Market analysis

With market analysis, you can add many bright details to the business plan presentation PPT: determine customer segments, their needs, your target market, or its size and present them with graphs, pies, and charts.

Add competitor analysis to your business plan

There, you research your most important competitors. For example, you can indicate your strengths, weaknesses, and influence on the market. Learn about specific threats and explain products and services, pricing recommendations, and marketing strategies.

Client profiles

Here, you should summarize all the results for your clients, e.g, their problems, needs, and responsibilities.

Perception map

This method will assist you in presenting or analyzing your target group. You should get to know other brands and their products well. This way, you can find out the primary purpose of your competitors’ products or services. You can post research data in a business plan as you see fit.

perceptual map slide

Porter’s five forces

You can use this device to assess your position relative to competitors and a company’s competitiveness. With it, you can find out if your new service or product is profitable.

SWOT analysis

Use a SWOT analysis when you create a business plan to find out the strengths and weaknesses of competitors, as well as the threats and opportunities they pose to you in the industry. You can also use it to assess your company’s capabilities.

Pest analysis

It is short for political, economic, socio-cultural, and technological factors. It is a great way to learn how the outside forces of your market can affect your business. You can also develop a risk management plan and a marketing strategy to include in the business plan.

Competitor profile

One more critical point of the business plan presentation outline requires all data about your competitors can be collected here, such as suppliers, partners, strategies, sales figures, etc. Use this method to organize information about your competitors to include in your business plan presentation.

Competitive Intelligence/Intelligent Map

You can also transfer this information to a mind map. Add it to business plan presentations, wikis, intranets, websites, or online documents. You can view and quickly navigate all the links in the mind map.

Marketing and sales strategies

It is the part of a business plan where you describe how you will sell and promote your product. It is now easier because you understand your competitors, target customers, and the market well.

  • When you have a marketing strategy described in your business plan, you can consider factors such as your resources, marketing budget, marketing goals, communication channels, etc.
  • When you have a sales plan , you should pay more attention to your resources, tools, goals, etc.
  • Use mind maps to ensure that all this information is visible to your target audience.
  • Use two smart cards to show your marketing strategies and sales separately or one smart card to showcase both.

swot analysis slide

Organizational structure

Tell us about the key personnel who work for the company in your business plan. Mention them in this section and share your knowledge.

Use an organization chart to represent your team and their roles. It can also help you highlight the hierarchy of the organizational structure.

organizational structure slide

Products and services

This part of the business plan tells about your product or service and how customers can use it. You can use several visualizations to make this piece more appealing to your audience.

Product canvas

Use this device to display, describe or design a specific product strategy. It considers your target customer, the required product features (from models, sketches, epics/sprints, design systems, and storyboards), and the tasks you need to complete to create the entire product.

Core value proposition

Use this device when you want to clarify whether your product or service meets a specific customer need. It will help you learn the following:

  • What customer problems are you trying to solve?
  • What profit can you provide to your customers through your services or products?
  • What customer needs do you want to satisfy?
  • What is your product’s job to help a buyer complete it?
  • What different products do you offer to each customer segment?

Financial plan

Provide all financial data related to your company. This part is essential when presenting a business plan to investors. It includes historical information such as profit and loss statements, profit and loss statements, cash flow statements, etc., as well as financial projections based on the impact of the new product.

Whenever you offer investors a new service or product, you can also add your own funding requirements. You can use your financial database with a handy mind map to make a great business plan presentation. Anyone accessing a mind map can easily access your linked resources from your business plan when you do.

Want to Create a Good Presentation of Your Business Plan?

We hope you’d take advantage of the above business plan presentation tips. We are also eager to offer our excellent services to get support in submitting your business plan. We promise to create a presentation of your business plan from scratch in no time.

All the data on your slides will be neatly organized and show your target group your personalized plan. You can achieve your goals without knowing how to create a business plan presentation ─ do it by ordering us to create your business plan. Feel free to contact us now!

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13 Free Business Plan Powerpoint Templates To Get Now

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By Iveta Pavlova

in Freebies

4 years ago

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13 Free Business Plan Powerpoint Templates To Get Now

Are you looking for business plan PowerPoint templates to grab right away and blow your audience away? In this selection, we’ve gathered 12 modern and completely free business plan PowerPoint templates designed according to the latest trends . The templates include everything you need in order to impress your potential partners with your business planning. They are easily editable, certainly memorable, and completely free to download.

You may also be interested in The Best Free PowerPoint Templates to Download in 2022

1. Strategic Business Free Powerpoint Template

Strategic Business Free Powerpoint Template

An attractive template for Powerpoint made to help you present your business plan and strategies. The template comes with 25 handy slides that can be edited according to your needs. Plus, you have over a hundred business icons and high-quality vector graphics to depict your concepts and ideas.

  • 25 different slides
  • PPT file format
  • 16:9 aspect ratio
  • 100 business icons and high-quality vector graphics

2. Voodoo 2.5 Free Powerpoint Template with Animations

Voodoo 2.5 Free Powerpoint Template with Animations

  • 10 slides in the free version: 5 presentation slides and 5 infographic slides
  • a modern, clean business design with smooth animations
  • fully editable graphic elements and free fonts
  • includes a dark version, as well

3. Investment Business Plan Template for Google Slides & Powerpoint

Investment Business Plan Template for Google Slides & Powerpoint

A minimalist business plan Powerpoint template made in a modern style and a classy grayscale color theme. The template includes 30 different slides with super useful layouts. Pretty much, you’ve got all you need to present your business overview, market analysis and competition, marketing, management, operating, and financial plans, and more.

  • 30 different slides for various purposes
  • 16:9 widescreen format
  • compatible with PowerPoint and Google Slides
  • graphics, maps, and over 1000 icons
  • attribution is required (in the final slide)

4. Insurance Business Plan Template for Google Slides & Powerpoint

Insurance Free Business Plan Template for Google Slides & Powerpoint

A business plan presentation template is available with versions for PowerPoint and Google Slides. This template is made in a modern corporate style and is suitable for serious topics. With 30 different templates and customizable assets, you can easily include your business overview, present your sales, management, and financial plans, and more.

  • 30 slides in a modern corporate style
  • PowerPoint and Google Slides compatibility
  • graphics, maps, and 1000+ icons for customization

5. Clean Corporate Biz Free Powerpoint Template

Clean Corporate Biz Free Powerpoint Template

A clean Powerpoint template with 10 different slides for professional business presentations. In this short template, you will find all you need to present your business objectives, business plan, key features, and more. Loaded with useful graphs and charts, you will easily visualize your data, as well.

  • 10 unique slides with a corporate feel
  • 16:9 widescreen layout
  • includes charts, graphs, maps, and more

6. A Free PowerPoint Template “Investor”

Investor Business Free PowerPoint Template

  • a professional corporate design
  • 15 free slides in 16:9 widescreen aspect ratio

7. Marketing Plan Free Powerpoint Template

Marketing Plan Free Powerpoint Template

A tastefully prepared business-themed presentation template for Powerpoint in a blue-and-green color scheme. This template is available in two aspect ratios: 4:3 and 16:9. It also contains useful data visualization tools like charts, graphs, tables, and more.

  • 26 business-themed slides
  • 4:3 and 16:9 aspect ratios
  • includes tables, flowcharts, graphs, and more

Infographic templates for PowerPoint

8. Business Idea Free Powerpoint Template

Business Idea Free Powerpoint Template

A rich business plan template consisting of 31 unique and useful slides. The design is available in 27 color schemes, so you can customize it according to your brand. You will find all kinds of charts, graphs, infographic slides, SWOT analysis slides, and more useful content.

  • 31 useful slides
  • 27 color options

9. “Nook” Minimalist Pitch Deck Powerpoint Template

Nook Free Minimalist Pitch Deck Powerpoint Template

This template will allow you to make a quick overview of your company and business plan. With 12 attractively designed slides, made in a gold, white, and black color scheme, you will definitely impress with style and modern vision. Easy to edit with high-quality vector graphics included.

  • 12 different slides with modern designs

10. Free Simple Business Plan Presentation Template

Free Simple Business Plan Presentation Template

A simple and practical business plan template suitable for presentations in most PowerPoint versions, Keynote, and Google Slides. The 8 slides included are designed to be useful and effective in presenting your company data. You will find high-quality vector shapes, diagrams, charts, and infographics. The slides are versatile and can serve various purposes.

  • 8 slides that can be edited easily
  • compatible with PowerPoint, Keynote, Google Slides
  • design with modern gradients
  • free to download (requires your email)

11. Free ‘Xe’ PowerPoint Modern Business Minimal Template

Free Xe PowerPoint Modern Business Minimal Template

  • 42 unique free slides with a modern, relaxing design
  • includes animations, transitions, and video placeholders
  • PPTX file format

12. Free Modern Business Powerpoint Template

how to prepare business plan ppt

A two-color design choice of light or dark including charts, maps, diagrams, and other useful slides for multipurpose presentations. a smooth, consistent, well-ordered look.

  • Resolution – High 16:9
  • Number of slides – 2 color versions of 34
  • Color themes – white/light blue or dark/blue

13. Corporate Presentation Free Template

how to prepare business plan ppt

Clean and classic design suitable for presenting your business. The pack has 85 different slides for you to customize and adapt to your brand.

  • Auto-animated
  • Font file included

That’s all!

Fingers crossed that this collection helped you find the right free business plan Powerpoint tutorial for your needs. With their modern design and fully editable content, you are on the way to success for sure.

Would you like to browse even more freebies? Check out these suggestions:

  • The Best Minimalist Powerpoint Templates for Free Download
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Premium: MultiSplash PowerPoint Templates

MultiSplash - Presentation templates for PowerPoint and Google Slides

A professionally designed PowerPoint template with 77 slides for every type of presentation – report, marketing, educational, product introduction, plans, and more.

  • 77 multipurpose presentation slides
  • 120 Icons and illustrations included

how to prepare business plan ppt

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how to prepare business plan ppt

Iveta Pavlova

Iveta is a passionate writer at GraphicMama who has been writing for the brand ever since the blog was launched. She keeps her focus on inspiring people and giving insight on topics like graphic design, illustrations, education, business, marketing, and more.

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How to Make a Business Plan Presentation

Back to Business Plans

Written by: Carolyn Young

Carolyn Young is a business writer who focuses on entrepreneurial concepts and the business formation. She has over 25 years of experience in business roles, and has authored several entrepreneurship textbooks.

Edited by: David Lepeska

David has been writing and learning about business, finance and globalization for a quarter-century, starting with a small New York consulting firm in the 1990s.

Published on February 19, 2023 Updated on December 12, 2023

How to Make a Business Plan Presentation

Congrats! You’ve tackled the arduous task of writing a business plan . Now comes the next big hurdle – presenting that plan to potential funders. It would be nice if you could just hand them the plan so they can read it, fall in love with your vision, and give you money. But that’s just not how it works. 

You and your partners, if you have any, will likely need to present your plan. Investors, in particular, tend to expect a presentation with graphs and tables and persuasive projections of growth. Lenders, on the other hand, often just want to see the business plan, but you might prepare a presentation just in case. 

A presentation relays the main points of your vision and gives potential backers a sense of who you are. Thus, making a great presentation is often crucial to securing investor financing. Fortunately for you, this handy guide shows you how to do just that.  

  • Know Your Audience

Your business plan and presentation need to be tailored to your audience because they will have different goals. A lender, for example, wants to know that the business will have ample income and cash flow to make payments on the loan.

An investor, on the other hand, wants to be convinced that the business can grow significantly over three to five years. Investors typically want a five to ten times return on their money in that time period. That return will come from a successful exit of the business, which could be the acquisition of the business, a merger, or an initial public offering. 

So if you’re pitching to a lender, focus on income. If you’re pitching to an investor, focus on growth.

  • The Pitch Deck

A pitch deck can be tricky because you need to highlight the key points of your business plan in 15 to 20 slides. Each slide should contain as few words as possible and quickly get to the point. Include visuals such as charts and graphs, but don’t overdo it.

Here are the components of a good pitch deck.

  • Quick introduction of you and your partners. Don’t go into detail; names and titles are enough.
  • The business opportunity: what problem are you solving and for whom? Be sure to start here. 
  • Your product or service – what are you offering and why and how does it solve the market problem? Point out any differentiating features of your product or service.
  • Market summary – how big is the market, is it growing, and what trends are occurring?
  • Your competitive advantage – what will make your business stand out from the crowd? This is very important, so justify how you can create and sustain this advantage.
  • A summary of your marketing and sales strategy. Focus on value proposition, not tactics.
  • Any milestones you’ve achieved so far. If you’ve already had some big sales, be sure to spend some time highlighting them. 
  • Management summary – who will manage what and why are they qualified? Discuss their education and experience. Investors are very interested in the management team. They won’t invest in even the greatest idea if they don’t think the managers can execute.
  • 3-5 years of financial projections. Don’t go into too much detail, which is a common mistake. A summary of the key numbers will suffice. 
  • Your funding “ask:” how much do you need and for what? As a general rule, you should NOT talk about how much equity you’re offering if the presentation is to an investor. You’ll negotiate that later, and unfortunately, the investor tends to have the upper hand in that process.

Use your business plan as your guide to create the pitch deck. Be sure to highlight the most compelling points of your plan in your slides.

An important point is that you absolutely must write your business plan before creating your pitch deck. A business plan requires a great deal of time and research , and your presentation is merely a more concise, visual summary, so doing it the other way around is likely to fail. 

If time allows, after your presentation you could give a brief demonstration of your product. 

Be prepared for questions!

  • How to Present

First of all, you’re likely to have a limited time frame to make your presentation, maybe 15 to 20 minutes. Practice your presentation over and over to nail down your timing as well as any tricky phrases or concepts. Do a run-through for a few people you trust and listen to their feedback. 

When presenting, be confident but not arrogant. If you have areas that you need help with in your business, don’t be afraid to mention them. When they invest, investors are generally happy to offer guidance as well. 

Avoid tangents. Stay focused and be sure to get to all your important points. 

Spend the most time on the elements investors are most interested in: the business opportunity, competitive advantage, management team, and financial plan and projections.

Remember, you’re not just selling a business idea; you’re selling yourself and your ability to execute. Convince them that you can get it done and deliver. 

Answer any questions directly and honestly. Investors will know if you’re just blowing smoke. 

Presenting a business plan is daunting – after all, your future is on the line! But if you take the time to prepare, there’s no reason you can’t deliver a fantastic presentation. After that, it’s beyond your control. 

You might not get the capital you seek, but the investors may just have other interests or are limiting their commitments at the moment. Don’t take it too hard, and don’t be afraid to fail. 

Countless entrepreneurs were repeatedly denied funding before finally making the presentation that put them on the road to success! It’s all about hard work, determination, and a dash of luck. And now you know just what you need to do to deliver a persuasive presentation. 

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Business Plan PowerPoint Templates

Editable Annual Business Plan PowerPoint

Planning should always be the first step in making a strategic business approach . Strategic Planning requires a series of processes vital to any business or organization. The Business Plan PowerPoint Templates will help you create a comprehensive business plan without missing a detail.

This effective business plan covers the most popular sections of traditional MBA business plans. What your company want to achieve? How will you get there and the actions you will execute in the path? These data are all illustrated with PowerPoint timelines & planning , diagrams , shapes , data & charts , other than text & tables .

The key sections of the business PowerPoint template are:

  • Business Objectives
  • Product and Services
  • Core Competencies
  • Total Available Market (TAM)
  • Serviceable Available Market (SAM)
  • Your Target Market (TM)
  • Your Market Share. (MS)
  • Internal and External Factors
  • Competitive Advantages
  • Business Strategy and Plans
  • Financial Plans and Analysis
  • Capital Spending and Sales Projections
  • Profit and Loss, Cash Flow and Balance Statement
  • SWOT Analysis and Risk Assessment Management

These Business Plan PowerPoint Templates have 42 unique PowerPoint presentation slides carefully designed by professionals. You can easily edit and fill your business data into the slides. This will help you present your business plan into sections, and delivers every information to your audience. The presentation template for Google Slides and PowerPoint can also be used to prepare a presentation for a financial plan. Alternatively, this Business Review PowerPoint Template has equal importance to your business planning that you will surely find useful to integrate with.

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how to prepare business plan ppt

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COMMENTS

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  2. Make Business Plan PowerPoint Presentations with Templates? (+Video

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    Serve as a key resource for developing budgets A business plan presentation helps you communicate your business idea, goals, and strategies with clarity. It allows you to distill complex information into concise and visually appealing slides, making it easier for your audience to understand and grasp the key points.

  7. How to Make a Compelling Business Plan Presentation ...

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  8. How to Make a Business Plan Presentation with Templates

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  9. How to make a business plan presentation (Free Template)

    Introduce your products and services and explain how those solve particular problems of your customer segments. Illustrate how the idea can be scaled to achieve the business goals. "Lesser words, greater impact.". Follow this rule while designing your slide's content, graphics, and visuals.

  10. How To Make a Business Plan Presentation (With Tips)

    5. Practice your business plan presentation Practicing your business plan presentation by rehearsing the slides is helpful. In doing so, you familiarize yourself with the information and the business plan. Consider the time and your audience and make your presentation informative and concise. Keep on schedule and prioritize the most important ...

  11. How To Write a Business Plan On Just One PowerPoint: A ...

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  12. How to Make a Good Business Plan Presentation

    Briefly outline the strategy. Briefly explain how you can plan for your company to go to market. Provide specific details to your audience. Publish your marketing plan and budget. Tell about your main competitors and indicate how and how you differ from them. Name something about your team. Highlight each participant's business experience.

  13. How Do You Make a Great Business Plan Presentation: Useful Tips

    Providing a Roadmap A roadmap you can follow to manage your business, prioritize tasks, allocate resources, focus on your priorities, plan a course of action, and make effective decisions. Securing Funding An investor looks at many things before investing in a business.

  14. How Do You Make Business Plan PowerPoint Presentations (With PPT

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    Mention your marketing plans. Describe the strategies you are using to market the company and its products and how doing so enables you to accomplish your goals. Explain how you plan to attract the target demographic and the metrics used in your plan. Introduce the key personnel in the company.

  18. How to Make a Business Plan Presentation

    Investors, in particular, tend to expect a presentation with graphs and tables and persuasive projections of growth. Lenders, on the other hand, often just want to see the business plan, but you might prepare a presentation just in case. A presentation relays the main points of your vision and gives potential backers a sense of who you are.

  19. Professional Business Plan Google Slides & PowerPoint template

    Free Google Slides theme and PowerPoint template. Present your business plan using this professional template that includes geometric details. This template contains several useful sections such as business overview, market analysis or marketing, management, operating and financial plans. You'll also find many pictures!

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    Business plan key takeaways and best practices. Remember: Creating a business plan is crucial when starting a business. You can use this document to guide your decisions and actions and even seek funding from lenders and investors. Keep these best practices in mind: Your business plan should evolve as your business grows.

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    Rise to the Challenge With Free Business Plan Slide Templates. Roll up your sleeves and dive into your next project with these business plan PowerPoint templates. Browse a wide range of themes, including clean minimal, elegant black, neon startup, travel agency, corporate leadership training, finance, business career advice, hotel management ...

  25. Business Plan PowerPoint Templates

    These Business Plan PowerPoint Templates have 42 unique PowerPoint presentation slides carefully designed by professionals. You can easily edit and fill your business data into the slides. This will help you present your business plan into sections, and delivers every information to your audience. The presentation template for Google Slides and ...

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