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Business Plan Presentations: A Guide

A vital element in today’s highly competitive business landscape is the ability to craft and deliver a business plan presentation. This applies to both entrepreneurs and corporate leaders. 

This guide describes essential aspects required to build a business plan presentation and deliver it to stakeholders. 

Table of Contents

What is a Business Plan Presentation?

Is a business plan presentation the same as a business presentation, executive summary, justification of the business proposal, swot analysis, the niche of the proposal & actors in the industry, competitors, competitive intensity, trend analysis and critical variables, value chain, market analysis, jobs-to-be-done, value proposition, revenue streams, cost structure, distribution channels, key partnerships for the business model, organizational structure & management, go to market and marketing plan, development plan, qa, and continuous improvement model, distribution plan, inventory management, initial funding and financing structure, projection of income and costs.

• Evaluation of Projected Return vs. Required

Risk Evaluation

Sensitivity to critical variables, how to present bibliographical information in a business plan presentation, how to deliver a business plan presentation.

A business plan presentation is the medium we use to communicate a business plan to an audience. 

Presenters commonly ask what is the target length of a business plan presentation in terms of slides. Our expertise in this field tells us it’s advisable to work between 13-20 slides, remaining as concise as possible and using the help of visual aids. Let the graphics speak rather than fill your slides with text blocks.

No. A business plan presentation is used to communicate an identified business opportunity and how it is planned to be served in a way that generates profit. A business presentation is a more generic term, explained in our article about business presentation examples . 

How to Create a Business Plan Presentation

This section will list our recommended content for a successful business plan presentation. We broke it down into four stages which help the presenter build the story backing the business: a-. The opportunity and the competitive landscape analyzed, b- the business model designed and tested to serve the opportunity, c- the implementation plan of the business model, and finally, d- the financial and economic projections estimated that show the profitability of the opportunity.

For the purpose of this guide, the slides will refer to a case study of photo editing software. To replicate this slide deck creation process, you can speed up design decisions by working with the SlideModel AI Presentation Maker and tailoring it to your project.

Stage 1 – Identifying the Opportunity

After the title slide that defines how to start a presentation , any business plan should proceed by introducing the executive summary in a concise but impactful format.

The purpose of the executive summary is to inform the audience what to expect from the presentation and its conclusion.

Work with a maximum of two slides for this section, highlighting the key elements through visual cues. Check our guide on how to present an executive summary .

The next slide should disclose all the reasoning behind the business plan proposal, why this plan is being presented at this present moment, and projections of how the plan aligns with the current market trends.

Presenters can share the analysis done by the Market research team as long as it’s made clear which problem is relevant to the current market trends that this business plan aims to solve.

Mention all the references used to arrive at the conclusions expressed so data is backed with meaningful sources.

Any corporate PPT template can help you craft this slide, but presenters can also boost their performance through the use of infographics . If your solution for the selected problem involves a complex process, consider using a process flow template to expose the step-by-step justification of this proposal.

Use a SWOT template to showcase the Strengths, Weaknesses, Opportunities, and Threats of this business opportunity.

Make sure the SWOT diagram is legible. Work your way to meet the same aesthetic style despite speeding up the process with templates. Mention the tools used for gathering the information for this SWOT Analysis in the footnote and ensure the audience understands which information elements help you reach conclusions in each quadrant. Check our guide on how to create a SWOT analysis and see if your business plan requires a SWOT or SOAR analysis . 

Every business plan is scoped under a niche or industry sector. With this slide, describe the sector in which the proposal is immersed. Communicate its value,  list the actors involved, and describe their high-level relationships.

List the analyzed competitors. Communicate their attributes. The competitors’ comparison in business plan presentation can be visually explained using tools from the Blue Ocean Strategy framework, like the Strategy Canvas . 

The competitive intensity of an industry sector is studied through the Porter’s 5 Forces model. This intensity expresses how attractive the industry is. Explain the conclusion in each force showcasing the model.

First, introduce the variables identified as important for the industry sector, citing the insight’s source. Secondly, drill down each variable and break down the different trend dimensions ( PESTEL ) 

• Use a highly visual slide, like a dashboard template , to introduce factual data regarding the trends over a specific time period. Growth rates must be represented in time frames of over 180 days to evaluate the trend accurately.
• List the critical variables (consumers, product, production capability, and financing) briefly.
• Disclose how each variable can affect pricing and your position within the niche for that trend. Presenters can refer to case studies from successful competitor stories on how they responded to trend changes in the niche.

When presenting the value chain, we ought to articulate the sequence of activities the company handles to create value within the business plan. Start by breaking down the value chain into its key components, briefly explaining the stages from inbound logistics all the way through customer service. It is important to highlight the linking point between each stage and express the value of coordinating team activities to enhance overall efficiency.

We can use flowchart diagram templates as visual aids for the audience so they can understand the process sequence. Check our guide on how to make a flowchart .

Present the identified Market and its Segments. Continue explaining how conclusions were driven through the analysis and sizing of the market.

Presenters can use target market analysis templates , market segmentation templates , or TAM SAM SOM templates to compare their target market with the total available market. 

We recommend you check our guide on market segmentation for this process.

Then drill down with a Persona definition.

This study can be made by creating ideal customers, describing their demographics and psychological factors that make them prospective candidates to purchase the product or service this business plan presentation refers to.

Here is our guide on creating buyer personas . 

The Jobs-to-be-Done theory explains why certain customers are attracted to products and services and how those elements solve core problems in the consumers’ lives. 

A Perceptual Map is a tool we can use to measure the consumer perception of different products/services in the same market. This can be particularly useful if our value proposal is to brand ourselves as cheaper alternatives to already existing solutions. Check our guide on perceptual maps for further information.

Check our guide on the Jobs-to-be-Done framework and add suggestions to the business plan presentation.

Stage 2 – Business Model

To describe the  Business Model in your Business Plan Presentation, use the business model canvas analysis tool. Display your design in one slide.

For specific sections of the BMC, you can add slides if you need to drill down for further details. In our experience, the following sections require a deeper level of explanation.

List the Segments targeted in your Business Model. You can include a slide with additional information and segment size. Reference the Market analysis explained earlier to justify the selection or which were the pivots applied.

In order to explain the reasoning behind the Value Proposition and how it serves the segments selected, you can use the Value Proposition Canvas tool to explain the logic behind this selection.

The Value Proposition outlines the unique benefit our product or service offers the market and why customers should choose our offer over potential alternatives. Since we have already analyzed the potential buyers and presented the market, it’s time to deliver that value proposition using our best assets: customer testimonials, report data, surveys, etc.

As testimonials often weigh the most in established brands, be sure to present this information through a narrative that showcases why your product or service had a positive impact on the life of that customer. You can use customer testimonial templates to give an extra boost through visual aids.

Explaining how much the customers will pay for the product/services is critical to understanding the viability and profitability of the business. Showcase for each segment the pricing model and the engagement terms.

The Income Model expresses the sources of revenue for our business plan. This has to be in relationship with the pricing strategy for established businesses. Lean startups can work concerning their minimum viable product (MVP) and then elaborate with projections for future releases or changes in their income stream structure.

At this point, companies need to present the sources of revenue depending on their origin:

• Product Sales
• Subscription Model
• Freemium Model
• Partnerships with other brands in different niches
• Advertising and Sponsorships
• Monetization

Check our guide on pricing strategy models for more information about how to present this point. You can use revenue stream templates to represent this data in style.

Drill down the cost structure categories and relate them to the Value Chain explained earlier. Show a cost breakdown chart to make it easier for the audience to understand their weight in the total costs.

As this step can be a bit complex to articulate, we recommend you check our guide on Cost Structure to see how you can resume all that information in one slide.

At the business model stage, distribution channels should be briefly introduced since they will be mentioned again in the Distribution Plan . In some industries, it is important to highlight which channels are chosen over others for the sake of revenue and faster operation.

Our Distribution Channels PowerPoint Template is a perfect resource for this.

Presenting the strategic partnerships for the business plan is a way to prove the plan’s potential reach and success factor. On this behalf, companies must list which resources they are sharing with their business partners regarding expertise, technology, distribution channels, or capital, as these elements will impact the cost structure.

You can use the Business Partnership PowerPoint Template to present this information in a professional-looking format.

Stage 3 – Implementation

The business plan is designed to offer a product, deliver a service, or combine both. At this stage, the business plan presentation drills down on how the organization will build/deliver the product/service implementing the business model outlined earlier.  

Describe how the company operates regarding human capital and its roles. Presenters must describe to the audience the hierarchical structure, responsibilities, and how they play a role within the value chain.

You can use Org Charts to represent the roles and responsibilities in the organization visually. It is also advisable to highlight the expertise and experience of the management team, as it helps to build trust.

The Human Resource Plan must refer to your planned recruitment, training, and employee onboarding. Which talent will be required, and how is it planned to build the different teams of the structure.

Check the Go To Market Strategy guide and describe how the Business Plan will enter the market and overcome the initial barriers. Continue with the Marketing Plan limited to 1-2 slides resuming the plan’s tactics to increase brand awareness and the selected channels for this strategy. 

You can use the Marketing Plan Templates help to speed up the process by focusing on the content to fill rather than the design or creating complex charts from scratch.

Present the sales plan describing the full sales process, lead generation, nurturing customers, and conversion strategies.

Use Sales PowerPoint Templates to visually illustrate your sales process, like the Sales Pipeline Slide Template for PowerPoint , which depicts the process from lead acquisition to a closed deal.

Check our guide on Sales Plan for further information on this topic.

This step refers to presenting the product/service development plan, the Quality Assurance processes behind its validation, and your company’s commitment to a continuous improvement process based on surveyed data or customer feedback.

We can refer to testimonials, user case experiences our team successfully troubleshot, or experiences we learned from competitors in the same niche.

Presenting the distribution plan involves addressing logistics topics, supply chain , and sharing fulfillment strategies. Although we already presented the potential distribution channels, this is the step in which you detail how each will interact and their impact on the estimated revenue. 

Present one slide mentioning your company’s approach to these channels, if applicable:

• Direct Sales (either physical store or e-commerce)
• Retail Partnerships
• Wholesalers or Distributors
• E-Commerce marketplaces

This step involves two different approaches depending on the kind of industry we’re in. For traditional business, inventory management in a business plan presentation must highlight how the inventory will be handled to minimize transportation costs or overproduction. Projections must be shown per quarterly period and take into account seasonality if it has a significant impact on the required storage capacity.

On the other hand, e-commerce companies have to present their online infrastructure to secure the product’s availability 24/7, how customer tickets are handled when the customer cannot access the product, server costs, and how we prevent online leaks.

Stage 4 – ROI and Risk Evaluation

This section will outline the Financial Plan of your Business.

Showcase the financial structure, including equity, debt, and potential investors, at the moment of kick-starting this business. It is a good practice to consider the initial funding slide to be a brief summary of those points, with particular emphasis on the funding needs.

Cash Flow Diagrams , Comparison Chart templates , and Timeline templates to showcase when funds help to meet each of the plan’s milestones are good ideas to represent the elements on this slide.

Income and expense projections must be presented over a defined time period by using graphs or charts to clearly visualize the trends supporting each change.

Break down the revenue sources with clear, identifiable icons to showcase: product sales, subscription fees, advertisement, affiliates, etc. Sales estimations have to be realistic and conservative, as they will be contrasted with the production, marketing, administrative, and personnel costs to leave a gross profit margin calculation. 

Evaluation of Projected Return vs. Required 

Demonstrate the feasibility of your business plan. Start by presenting the profit margins in relation to the projection of income and expenses, then introduce the break-even analysis .

Presenters can make their message more relevant by presenting an ROI calculation and contrasting it with industry benchmarks in the same niche. By following this approach, presenters prove how the ROI offered by this business plan aligns with the investment’s risk projection.

Presenting a risk evaluation analysis in a business plan presentation involves introducing both risks and their mitigation strategies. 

Risk Management templates , like the ROAM framework, can help organize potential risk sources by their severity and impact on the organization. A pyramid diagram can be used to demonstrate how risk management can be delegated across the organization to completely eradicate the risk factor depending on its severity. 

The elements you should consider presenting are mainly regulatory changes, market changes, competitors (new or existing), and financial crises. 

The final point in our business plan presentation involves summarizing how key variables can influence the projected returns in our plan. Examples of these variables can be sudden increases in raw materials (affecting production costs and sales prices), a new pandemic (affecting workforce capacity and shortage of raw materials), geopolitical situations like war, etc.

We highly recommend presenting these critical variables using scenario analysis techniques according to measured data. Introduce best-case, worst-case, and most likely-case to give a full panorama of how your organization is prepared against any contingency.

An often overlooked point in a business plan presentation comes when listing the bibliographical information used to craft the business plan. Follow these steps to ensure a professional outcome for this slide or document.

• Use a title like: “Bibliography,” “Source Credits,” or “References.” If your business plan presentation cites examples from other companies, use a “Works Cited” section.
• References are usually shown in the APA style, but the MLE or Chicago style can be requested depending on your location or situation.
• Maintain a consistent style in terms of reference style used, font, text size, and formatting options across the entire slide deck. Footnotes or in-text citations can be used for important data.
• Verbally acknowledge your sources when required throughout the course of your presentation. This helps to establish credibility and respect for other people’s work rather than just dropping a slide with chunks of text.

This section will cover the most commonly asked questions on delivering a business plan presentation.

How many slides should my business plan presentation list?

This will depend entirely on your niche and the complexity of the business plan. Generally, work with at least 15 slides and no more than 30. It is best to use an extra slide rather than overcrowd an existing slide with tons of information.

What is the best format to present a business plan?

There are different options to present any business plan, so the selected option will mostly consist of the presenter’s preferred style and the audience’s age and interests.

• PowerPoint Presentation : You can start from a blank slide and go all the way through a professionally designed PPT template . PowerPoint documents allow you to present images, text, audio, videos, and any kind of graphic to help you convey the core ideas behind the business plan. They can work with any PC or Mac device, as well as mobile devices.
• PDF Documents: This can be a choice made in a hurry or by preference. Sharing a PDF document can work, but you must include the fonts used in the original document, as some compatibility issues can be present. 
• Pitch Deck : Rather than doing a lengthy business plan presentation, a pitch deck consists of a maximum of 15 slides to deliver your proposal concisely. This is the typical approach we can see in TV shows like Shark Tank. 
• Video Presentation : In some cases, using a video in a business plan presentation is relevant, especially if we are to introduce an innovative product in the market. You can use videos to showcase features, present services in a live format, introduce your team, and plenty of other options.

Are printables required in business plan presentations?

Although they are not required, using supplementary material in business plan presentations can be useful. You can prepare reference material for investors, especially involving complex data like graphs in an amplified format (and reference the slide in which they appear and vice versa).

Providing a printable to accompany your business plan presentation helps to give an image of professionalism and respect to your proposal.

What are the don’ts of writing a business plan?

The main purpose of this article is to craft and deliver a business plan presentation. Still, we would like to clarify some common errors seen in business plans that typically affect the performance of the presentation.

• Using overcomplicated language : Jargon or unnecessary acronyms may confuse spectators who are not in touch with all the details relevant to a particular industry. 
• Ignoring the audience : Not considering the variety of interests among investors, partners, and team members can hinder your presentation.
• Neglecting/underestimating competitors : Any realistic business plan considers the existing competitors in their niche and perhaps potential newcomers. Not doing so will leave you unprepared to present a doable business plan.
• Ignoring Risk Assessment : Omitting the Risk Assessment analysis and mitigation strategies does not respect the value investors and your team have. 

How long should the business plan presentation be?

As a general guideline, try to fit your business plan presentation between 20-30 minutes. Some complex plans may require additional time to be presented.

Does the presentation need to be tailored to different audiences? 

Using this tactic can be a winning factor for both investors and your team, as you prioritize effective communication for the roles they are relevant. Take these items into consideration for tailoring the presentation for specific needs.

In-Company Presentation

The focus should be on goal accomplishment and the strategies targeted to the team’s roles. Emphasize how teamwork is the pathway to success and how each individual contributes to the bigger picture.

If new technologies or knowledge are required as part of the business plan implementation, then this is the moment to disclose that information and inform the process to coach the team into it.

Board Meeting

Whenever delivering the business plan presentation to a board of directors, focus on the strategic goals, financial projections, and KPIs. 

Showcase how this business plan aligns with the company’s core values, mission, vision, and long-term strategy. 

Potential Investors

Presenting your unique value proposition, potential ROI, and highlighting the market opportunity is extremely important. Focus on selling your business model and vision with accurate financial projections and growth strategy. 

Dedicate some minutes to present your industry’s competitive landscape and answer why your product or service is a better offering than what competitors produce.

As we can see, creating a business plan presentation is a process that can be time-consuming if we lack the required business plan presentation tools to turn data into visually appealing formats. 

Remember to work concisely without losing the big picture of what you intend to explain. Your presentation is the entry point into the heart of your business; therefore, by adopting a structured approach, you can deliver an experience that engages, inspires, and builds confidence. 

1. Coffee Shop Illustration Business Plan Slides

Create your new business plan presentation with quality vector illustrations for Coffee Shops. Ideal for cafeterias, coffee bars, barista giftshop stores, bookshops and more.

Use This Template

2. Real Estate Business Plan PowerPoint Template

Realtors looking to start their own agencies should take a look at this attractive selection of slides with tailored real estate vector illustrations. These presentation plan slides show the different stages that a prospective buyer may incur, from hiring the services of a Real Estate agent, checking different properties, to finally buying a home.  Graphs and charts are included in vivid colors that are fully editable to meet the required branding.

3. Restaurant Business Model PowerPoint Template

As we’ve seen with the previous cases, these vector images depicting typical restaurant activities can help us build a business plan presentation sample to discuss with our team prior to an important meeting. Save time and money by introducing these professional designs into your presentation.

4. One Pager Business Plan PowerPoint

To briefly summarize the objectives of your business plan, work in-team with this one-pager business plan slide. Ideal to take notes, give a general picture of the current status of the business plan and key growth opportunities.

5. Business Plan PowerPoint Templates

If you want to create the best business plan presentation, this slide deck can make that task 100% easier. Containing all the elements described in this guide, introduce your data and prepare to deliver a powerful speech.

6. Flat Bold Business Plan PowerPoint Template

Another slide deck intended for those looking at how to make a business plan presentation that delivers a memorable experience. With a minimalistic design approach, it perfectly balances formal elements and impactful visual cues to help increase your audience’s retention rate.

7. Car Sharing Business Plan PowerPoint Template

Create the next Uber-like car-sharing service with the help of these carpooling vector illustrations perfectly arranged in a cohesive business plan slide deck. Presenters can explain the ins and outs of their business model with highly detailed graphics that grab the attention of potential investors. Check it out now!

8. Beauty Salon Business Plan PowerPoint Template

Business plan presentations don’t have to look formal or boring. This slide deck is geared towards beauty salon businesses, especially for those targeted to women. Chic design, bold color scheme, and extremely useful tools like a pricing list to present an idea like a subscription-based model where consumers see the total value of their investment.

9. CrossFit Business Plan PowerPoint Template

Finally, we list an option filled with tools and gym vector illustrations for those looking to start a gym business or CrossFit academy. These illustrations were crafted with care to express the core idea on every single slide, such as human-shaped graphs to present relevant KPIs.

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Business Planning, Business Presentations Filed under Business

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How to Make a Killer Business Plan Presentation (+Templates)

Learn how to make a business plan presentation with tips for slide design, structure, and engaging examples, as well as templates to bring your vision to life.

7 minute read

helped business professionals at:

Short answer

What slides should a business plan presentation include?

• Opening slide
• Your Unique Selling Proposition (USP)
• Business overview
• The challenge you're addressing
• Market analysis
• Your solution
• Marketing and sales strategy
• Goals and Key Performance Indicators (KPIs)
• Team composition
• Funding request and allocation

Your business plan presentation needs to be as strong as your idea

Having a well-crafted business plan is crucial, but if it's not presented effectively, it's like having a treasure map that no one can read.

Even the best ideas can fall flat if they're not communicated clearly, potentially burying your chance of getting your business off the ground.

Remember, presenting a business plan is more than just sharing facts and figures. It's about engaging your audience, whether they're investors or stakeholders, and making them believe in your vision.

But don't worry, you're not alone in this. This guide is here to help you master the art of business plan presentation. You'll learn how to structure your presentation, design slides that captivate, and conclude in a way that leaves a lasting impact and drives action.

Let's dive in!

What to include in a business plan presentation?

A business plan presentation is your chance to delve deep, showcasing not just the what and the how, but also the why of your business. It's your strategic playbook that can persuade investors, guide your team, and set the foundation for your business's success.

11 essential slides of a business plan presentation:

Opening slide: Set the tone with an engaging first impression.

Your Unique Selling Proposition (USP): Define what sets your business apart.

Business overview: Offer a concise snapshot of your company.

The challenge you're addressing: Describe the problem your business solves.

Market analysis: Demonstrate your understanding of the industry and market trends.

Your solution: Detail how your product or service addresses the problem you’ve identified.

Marketing and sales strategy: Outline your approach to winning and keeping customers.

Goals and Key Performance Indicators (KPIs): Specify your objectives and how you’ll measure success.

Team composition: Introduce key team members, their roles, and expertise.

Funding request and allocation: Explain your financial requirements and how the funds will be utilized.

Next steps: Guide the reader on the next steps after reviewing your plan, whether it's a meeting request, further discussion, or a specific action you want them to take.

What does a business plan presentation look like?

In today's fast-paced business world, static business plan presentations are losing their edge. Imagine having to constantly pinch and zoom on a mobile device just to see the details. It's frustrating and distracting.

People also get disengaged when faced with walls of text. They're there to hear a story, not read a novel.

Interactive presentations, on the other hand, bring your business plan to life. They encourage audience participation, adapt to the flow of discussion, and make complex ideas more digestible and memorable.

You can see what an interactive business plan presentation looks like below:

How to turn a business plan into a presentation

Transforming your business plan into a presentation is a crucial step in bringing your vision to life. It's not just about having a plan; it's about presenting it in a way that resonates with investors and partners.

Start by distilling the essence of your plan, focusing on key points like your mission, market analysis, and financial projections. Use engaging visuals and a clear narrative to make complex information accessible.

For detailed insights on how to write a business plan , check out our guide.

How to make a business plan presentation in 6 easy steps

Crafting a business plan is about blending vision and strategy into a narrative that captivates your audience. With Storydoc's AI business presentation maker, creating this narrative becomes intuitive and easy.

In the guide below, we'll show you how to turn your plan into an engaging presentation in 6 simple steps. Stick around to see how seamlessly Storydoc can bring your business story to life.

1) Describe your presentation’s objective

Kick things off by sharing with our AI the type of business plan you're looking to create. This is like setting the GPS for your journey, ensuring every part of your plan is aligned with your end goal.

2) Give an overview of yourself, your organization, and your offering

Introduce the essence of your business - who you are, what your company stands for, and the unique value of what you offer. This sets the stage for a personalized and relevant presentation.

3) Select a suitable design template

Dive into our collection of design templates and pick one that resonates with your business's personality.

4) Tailor your business plan presentation to your needs

Now, here’s where you add your personal touch. Fill in your details, tweak the design, and watch the magic happen as the template adapts to your content. This is where your business plan presentation starts to take on a life of its own.

Then, you can either upload your own multimedia elements or sit back as our AI assistant generates some for you.

5) Add personalized elements

Next up, sprinkle in some personalization. It works just like personalizing a newsletter - you can insert dynamic variables that automatically fill up with your recipient's data.

This level of customization not only makes your presentation feel tailor-made for each reader but also adds a layer of engagement. As a matter of fact, it can get 68% more people to read your deck in full , and share it internally 2.3x more often!

6) Review and refine your business plan presentation

Finally, take a step back and review your plan. Ensure it looks good, flows well, and clearly conveys your message.

The beauty of Storydoc is that it's a living document – if you spot a mistake or need to update information after sharing, you can. You're in control, ensuring your audience always sees the most polished and up-to-date version of your business plan presentation.

Business plan design principles to turn average into impressive

Designing a business plan presentation is about more than just putting words on a page; it's about creating an experience that captures and holds attention. In today's digital age, the way you present your plan can be just as important as the content itself.

Let's explore how to design a business plan presentation that stands out in the modern business landscape.

1) Move from static to interactive

Gone are the days of static, text-heavy business plan presentations. Today's plans are interactive, engaging readers with clickable elements, dynamic charts, and even embedded videos.

This interactivity not only makes your plan more interesting but also allows readers to engage with the content in a more meaningful way.

Here's a great example of an interactive business plan presentation:

2) Use scroll-based design

Forget the hassle of pinching and zooming on a PDF. A scroll-based design, similar to a modern website, offers a fluid reading experience.

It's straightforward and aligns with how we naturally consume content online, making your business plan presentation easier and more enjoyable to read.

Here's an example of scroll-based design:

3) Make sure your business plan presentation is mobile-friendly

With so many people reading on their phones, your business plan presenttion needs to look good on any device.

Responsive design means your plan is easily readable on a phone, tablet, or computer, ensuring that your message is clear no matter how your audience accesses it.

4) Shift from local files to online documents

Step away from traditional Word docs or PDFs and embrace online documents. They're great for sharing, updating in real time, and collaborating with others.

Plus, they're accessible from anywhere, which is perfect for busy investors who are always on the move.

For more information, check out our comparison of the best business plan document types .

5) Embrace visual storytelling

Use visuals like infographics and charts to tell your business's story. They can turn complex data into easy-to-understand, engaging information. A well-placed visual can often do a better job of explaining your points than text alone.

Here's a great example of visual storytelling:

Best business plan software

Selecting the right tool to create your business plan presentation is vital for any startup. To ease your journey, I've compiled a list of the top business plan software, each designed to cater to different needs.

From comprehensive platforms guiding you step-by-step to dynamic tools that add interactive elements to your presentation, there's something for every entrepreneur.

The best business plan software currently available:

LivePlan.com

BizPlan.com

Upmetrics.co

GoSmallBiz.com

Business Sorter

MAUS Master Plan Lean

For a deep dive into each tool and to find the one that best fits your business's needs, explore our detailed guide to the best business plan software .

Interactive business plan presentation templates

The pressure to get your business plan presentation right can be overwhelming. After all, in many cases, you only get one shot to impress.

These business plan presentation templates offer a framework that takes care of the structure and design, allowing you to focus solely on fleshing out your strategy.

Whether you're pitching to investors, partners, or stakeholders, these templates give you the confidence that your plan is presented in the best possible light.

Grab one and see for yourself.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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The Easy Guide to Making a Business Plan Presentation

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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

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.

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 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.

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.

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. 

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. 

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).

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. 

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. 

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. 

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.

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. 

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:

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. 

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.

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. 

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.

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. 

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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How to Develop a Killer Business Plan Presentation [with Template]

Written by Dave Lavinsky

On This Page:

What is a Business Plan Presentation?

How to create a business plan presentation, free business plan presentation templates to download, when should you create a business plan presentation, business plan presentation mistakes to avoid [& how to do it right].

Before they meet you to discuss the possibility of funding you, investors will frequently want to read your business plan or at least your executive summary . If they like what they see, then you’ll have to present your business plan/concept to them.

You will use your written business plan to create a presentation or pitch deck to show your audience, which may include potential business partners, angel investors, venture capitalists, lenders and others. Whether you are starting a new business or growing an existing venture, if you need to raise funding, you need to nail this presentation!  

A business plan presentation is a summary of your business idea which highlights the company’s purpose, business model, funding requirements, development status, and other business essentials.

A presentation template typically includes the following:

• Product and/or Service Demo
• Business Model
• Competition
• Go-To-Market Strategy and Marketing Plan
• Financial Projections
• Funds Being Raised

Investors want to know more about your business and how you’ll make them money before they invest their money in your company. Make sure you provide the necessary information in your presentation to meet their needs.

Most business plan presentations are in the form of a pitch deck, or slide deck, however, there are some options in terms of the platform you use to present your business plan presentation. This may include Microsoft Powerpoint, Google Slides, Prezi, Canva, etc. Note- presenting a business plan with a unique format could be a mistake because investors like to keep things simple.

To create a business plan presentation, often referred to as a pitch deck, you will need to go through the business plan itself and highlight the key points that investors need to know.

Start with a title slide with the basic information about you, any business partners you may have, and your company.

Then, follow the steps below for each essential slide in your business plan presentation:

On this slide, describe the major problems that your target customers are experiencing. Try to express the problem in simple language so that investors can grasp it quickly, especially if they aren’t within your target customer segments.

For example, if you have a website development business, you may want to express the problem as:

“Many business owners waste valuable time, energy, and money trying to create a business website on their own. This is because they lack technical knowledge of business website design and business development.”

2. Solution

Once you’ve successfully convinced the audience that there’s a problem, it’s time to present them with your company’s product or service. So on this slide, explain how your firm intends to address the issue you highlighted. Emphasize how scalable your solution is. Scalability refers to a business’s ability to expand as demand for its services grows.

Continuing with the website development company as an example, your solution might be:

“Our business provides website development services to business owners who lack the technical knowledge of business website design and business development.”

3. Product and/or Service Demo

On this slide, you’ll detail your product(s) and/or service(s). If you have a working prototype of your invention, it should be shown here. If a prototype isn’t feasible, attempt to convey your offering to the investors as best as possible. Offer pictures or screenshots of your product/service in use from customers.

For example, in a website development business presentation, you may want to show your business’s working product as follows:

“We provide website development services including business website design, business hosting, and business email setup. Our clients are able to manage their business websites independently without having to rely on external IT support.”

You may also link to some examples of websites that you’ve developed so far to demonstrate your skills in this field.

Describe the real or predicted size of your target market in this slide to back up your claims about the scale of the problem and your company’s scalability.

This section of your presentation will pique the interest of potential investors. They want to know if the market is big enough and whether you can grow big enough to pay them a good return on their investment if you achieve a significant share of the industry.

So, describe the size of your market, key trends, and how big your business may develop if it achieves a major market share. This slide will be highly data-driven and is frequently evaluated by investors. Make sure your data is from trustworthy, verifiable sources and that all of your estimates are accurate.

For a website development company, this section may be as follows:

“There are over 25 million business owners in the United States alone. There were an estimated 32.4 million business websites worldwide by 2016 and this is expected to grow exponentially as business computing takes root across the globe. In fact, research from developer Gartner forecasts that business’s digital business models would generate more than $340 billion of business value by 2020, leading them to estimate that more than three out of four business processes will involve digital technology by 2018.”

5. Business Model

On this slide, you need to describe how your business generates revenues.  You can include things like your business’s pricing plan, how much it costs to acquire each customer, the business channels you’ll use, etc.

Your target audience must find your business credible and pricing feasible. If you’re targeting large enterprises with big budgets, mention that in this slide.

For example, in a website development company, you might  say something like this:

“Our business provides business owners with website development services. We provide business hosting and business email setup, both of which are paid services. Our business also offers business website design as a free service.”

6. Competition

On this slide, you’ll describe your rivals — those firms or solutions that are currently addressing the issues you described above. Clearly show how various options to your company exist in the market.

Competition is generally a good thing. Investors frequently believe a market or issue does not exist if there are no competitors.

Perform a SWOT Analysis for similar organizations and emphasize their distinct qualities. How does your firm distinguish itself from the competition? What makes your product or service stand out? What is it about your company that gives it an edge over the competition? State what gave you a competitive advantage.

Competitors for a website development company might include business website builders, business email providers, and business hosting services.

“Our company provides business owners with website development services. We provide business hosting and business email setup, both of which are paid services. Our business also offers business website design as a free service.”

Your business plan presentation should include the specific benefits that your business brings to customers. Financing demand is not enough; you need to show the compelling reasons why people will buy your product or service rather than someone else’s.

7. Go-To-Market Strategy

The goal of the Go-To-Market approach is for your company to communicate its unique value proposition to specific target consumers.

On this slide, you’ll explain how you intend to attract consumers to your product or service. If some aspects of your marketing plan are already in place, note them and the outcomes. The goal of this presentation deck’s slide is to demonstrate to investors that you have the capacity to expand your business into a global market.

As a website development business, your go-to-market approach may include business networking events, business trade shows, and business partnering opportunities.

“Our business networking events provide us with the opportunity to market our business by meeting potential clients. Businesses that are interested in finding out more about what we do attend these business networking events.”

On this slide, name the individuals on your management team. To demonstrate how and why they are the ideal individuals to manage your project, describe their skills and prior accomplishments.

Investors will be particularly interested to learn who will be in charge of executing the company ideas outlined in the presentation. Due to bad execution, a lot of wonderful business ideas never get off the ground because there are not enough competent individuals in the correct positions. 

9. Traction

The term “traction” refers to evidence or proof that consumers desire your firm’s goods or services.

On this slide, you should include the following information: annual growth rates for your business based on relevant measurements such as sales, website traffic, users, sign-ups, downloads, and so on.

If your business is growing at a consistent rate, add a graph to the slide. Include indicators that are most easily measurable in your company’s success and expansion. 

For a website development business, the indication of traction may be the business website traffic count.

“Our business has more than 10,000 business websites on our hosting service plan.”

10. Financial Projections

Here you’ll include a three to five-year projected income statement for your company. If you’re a startup, make sure your estimates are reasonable since you won’t have any prior data.

Investors will use your projections to determine the potential future scale of your business and whether it may satisfy their desired ROI.

On this slide, indicate when you anticipate breaking even and begin generating profits. Also note where additional fundraising is required, which advances to the following slide. 

11. Funds Being Raised

The final slide of your business plan presentation should detail the amount of money you’ll require to reach your objectives. Rather than providing a fixed figure, you may wish to provide a range and demonstrate what you can accomplish with various amounts of money.

Importantly, emphasize the core benefits of the funding. Is it for staffing, product development, marketing strategy, or something else? To grow your company, where and how will the investor’s money be utilized?

An example of funding requests for a website development company may look like the following:

“Our business is in need of XX additional funds to further grow our business into a global market. Funds will be utilized for business website hosting, network leasing, business website traffic measuring equipment, and advertising.”

Business Plan Presentation Template – Google Slides Format Business Plan Presentation Template – Microsoft PowerPoint Format Business Plan Presentation Template – PDF Format

Investors want to know more about your business and how you’ll make them money before they invest their money in your company. Make sure you are providing the necessary information in your presentation to meet their needs.

Also, be sure to make your presentation deck well in advance leaving you enough time to rehearse your pitch, so that you feel confident during the actual presentation.  

No matter what platform you choose to design your presentation there are common mistakes business owners make when developing the presentation. If you avoid these pitfalls, you will have a much higher chance of success.

Focusing on Non-Essential Information in the Presentation

One of the most common mistakes when creating presentations is including the entire business plan into the deck instead of just the main points your recipients want to see. Most investors do not have time to read hundreds of pages of non-essential information.

How To Do It Right:

Before you start crafting your presentation deck, create an outline highlighting the main points necessary for presenting to your potential investor. Be sure to answer the following questions when designing your pitch deck:

• How is this company different from others?
• Why should I invest in your business when there are other funding options available to me?
• Who is the target market for this company?
• What measurable outcomes do you hope to achieve in the next 3 years?
• What will be your biggest obstacles to success in achieving these business goals?

Not Timing Your Presentation

If you have thirty minutes (or ten minutes or five) to present, you simply must time your presentation to use the time available – no more and no less. If you go over the time allotted you might not be cut off, but they will keep in mind that you could not follow directions when they consider starting an investing relationship with you. If you do not use the entire time available, you will lose a valuable opportunity to explain your concepts further and they may, again, consider you somewhat incompetent.

Practice, practice, practice! Building a beautifully designed deck is only part of the presentation. Practicing is the single most critical part of the presentation. Rehearsal is especially important if you are pitching to a new company or people with specific expertise who will be looking for every detail in your presentation. Remember, timing is not just about how long your pitch deck should be but also about getting up and walking around to keep your audience’s attention. As you become more comfortable with your presentation, your confidence will also grow which will initiate a more memorable experience for your investor.

Obsessing Over Graphics and Animation

You should spend time on your presentation deck because it is a reflection of you, not because you want to use cool animations or graphics. If an animation needs explaining, don’t do it – just go with plain pictures that are easy to understand. Animated slides that are not used sparingly can lose their effect and be distracting.

How to Do It Right:

Your slides should be easily understood by individuals who have little background in your industry – just like the investors you are pitching to. If an animation or graphic is necessary to illustrate a concept, keep it simple and to a minimum so as not to distract the intended listeners.

Presenting Poorly Designed Slides

Avoid using too much text on the slides by including all the information from your business plan. The problem with too much text on slides is that the investor will attempt to read rather than listen to what you are saying. And if there is too much text, it will become more and more difficult to read the font size.

Quality slide design takes practice and is a topic in and of itself. To develop presentations with quality slide design, entrepreneurs should either hire a designer or become trained on the proper presentation software – most likely PowerPoint, Prezi, or KeyNote – so they can do it themselves.

Each slide should be focused on graphics or a few bullet points. Paragraphs or lists of text should be narrated by the presenter rather than written on the slides. Double-check all slides for spelling and grammatical errors. Having another set of eyes on the presentation will help to get another perspective.

The investment owners make to improve their presentation delivery will be well worth it as prospective investors are often turned off by owners who do not have professional slide designs and mistakes throughout the presentation.

Giving the Full Financials

Presenting the complete pro forma financial statements on slides is another serious mistake. In a short presentation, an investor does not have the time to take in all of this data and all you will convey is that a) you have a financial plan and b) you don’t know how to present.

Financials should be presented in summary format with just a few key metrics and numbers on each slide. Presenting these numbers in chart or graph format is an even better idea. If the numbers you show interest the investors, they will have time to peruse the complete financial projections and statements within your business plan at a later time.

Lack of Clarity and Confidence

Remember that these presentations may be the first, and only, impression with your prospective investors. If you seem ill-prepared or muddled when presenting the deck, investors will not get an accurate picture of what your business is about.

Rehearse your pitch multiple times until you can deliver it in a way that is clear and confident. You need to know what you want to convey in each slide and how this information compliments your business. Practice your pitch with family members or friends who will provide constructive feedback to help you prepare.

Failing to Deliver the Message

Business plan presentations are not meant to be a reiteration of a business plan. While you may think that you should convey all aspects of your plans, remember you are really marketing yourself and your business idea.

A successful presentation is about your ability to execute your business idea or concept by highlighting the following pieces of important information: who you are, what you want to accomplish, why this will succeed, and how you plan to do it.

This means that while there should be enough content in the slides for investors to conduct more research on your company on their own, your mission is not just to slide through hundreds of pages but convey a specific pitch in just a few slides.  

The business plan presentation is your opportunity to show investors what you have planned for the future of your business. If you want to learn how to present a business plan and create a perfect business plan presentation, utilize the information in this article and remember these quick tips:

• Keep it simple and focused on one or two key points.
• Make sure that your business slides are easily understood by those who don’t know much about business, especially your industry.
• Present the numbers in charts and graphs rather than as full financial statements.
• Practice! Rehearse until you feel confident and clear before taking on any potential investors.

You’ll be able to make an excellent first impression with them if you do all of this right – now go out there and ace those presentations!  

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Other Helpful Business Plan Articles & Templates

Business plan presentation: A complete guide for executives

Ever wondered what goes into creating a killer business plan presentation that leaves your audience in awe? Well, you're in the right place.

Sahul Hameed

Building presentations

Hey there, fellow business enthusiast! 🚀

Have you ever wondered what sets successful entrepreneurs apart from the rest?

It's not just a great business idea; it's the ability to present that idea effectively through a stellar business plan presentation. In today's digital age, where first impressions matter more than ever, mastering the art of business plan presentations is crucial.

In this comprehensive guide, we'll delve into the intricacies of crafting a winning business plan presentation that will leave potential investors, partners, and stakeholders eager to jump on board.

What is a business plan?

Before we dive into the nitty-gritty of presentations, let's start with the basics. A business plan is the blueprint for your entrepreneurial journey. It's a detailed document that outlines your business idea, strategy, and financial projections. It's like the GPS for your business, guiding you from start to success.

Purpose of a business plan: Why do we need one?

Now, you might be thinking, "Do I really need a business plan?"

Absolutely! A well-crafted business plan serves multiple purposes. It not only clarifies your business goals but also acts as a roadmap for your team. Moreover, it's a powerful tool to attract investors, secure loans, and demonstrate your expertise in your industry.

Types of business plans

When it comes to business planning, one size doesn't fit all. Depending on your specific goals and needs, there are various types of business plans to choose from. Let's explore some of the most common ones:

1. Startup business plan

Starting a new business venture? A startup business plan is your go-to document. It's like the blueprint for your entrepreneurial dream. This plan outlines essential elements such as your products or services, target market, competition analysis, and financial projections. Its primary purpose? To attract investors and secure the necessary funding to kickstart your business.

2. Strategic business plan

Looking at the bigger picture? A strategic business plan is your long-term roadmap. It not only sets your business goals and objectives but also outlines the strategies to achieve them. Think of it as your guiding star, ensuring that your business stays on track and steadily moves towards its goals.

3. Feasibility business plan

Before taking the plunge, it's wise to assess the waters. A feasibility business plan helps you evaluate the viability of your business idea. It dives into market analysis, competition assessment, and financial projections. This plan is often used to secure loans or grants, especially from banks or government agencies.

4. Operations business plan

Want to optimize your day-to-day operations? An operations business plan is your tool for streamlining processes. It covers everything from your products or services to supply chain, manufacturing, distribution, and customer service procedures. This type of plan helps enhance efficiency and productivity within your business.

5. Growth business plan

Ready to take your business to new heights? A growth business plan charts the course for expansion. It involves a thorough market analysis, competition assessment, and financial projections. This plan is instrumental in attracting investors or securing financing for ambitious growth projects.

6. Specialized business plans

Beyond the broad categories, there are specialized business plans tailored to unique needs. These include:

• Marketing business plans : Focused on marketing strategies and tactics.
• Financial business plans : Emphasizing financial projections and budgeting.
• Product launch business plans : Geared towards launching new products or services.

Here is a guide on new market entry strategy presentation .

Types of business plans based on size

Business plans can also be categorized based on their size and complexity. Here are the main types:

1. Traditional business plan

Think of a traditional business plan as the comprehensive encyclopedia of your business. It delves into every aspect, from products and target markets to competition and financial forecasts. Typically, it's used to woo investors or secure funding from banks.

2. Lean startup business plan

For startups seeking a more streamlined approach, the lean startup business plan is the way to go. It's a shorter, more focused version of the traditional plan, highlighting key elements like the problem you're solving, your solution, and your business model. Ideal for early-stage businesses looking to attract investors.

3. One-page business plan

Short on time but big on ideas? The one-page business plan is a concise summary of your business. It covers essential information like products or services, target markets, competition, financial projections, and your team, all on a single page. It's perfect for quickly pitching your business concept to potential investors or partners.

Remember, the type of business plan you choose depends on your specific business goals, size, and the stage of your entrepreneurial journey. Whether you're just starting out or aiming for growth, there's a business plan tailored to your needs.

Why presentation is important for a business plan

Now, let's talk about the secret sauce that makes your business plan stand out – presentation.

Think of it this way: You've got a fantastic business idea, but if you can't convey it effectively, it's like having a treasure map but no one to read it. This is where a well-crafted business plan presentation comes into play.

But don't just take our word for it. Numerous studies and statistics underline the crucial role of business plan presentations in the success of entrepreneurs and businesses:

Higher chance of success

Companies armed with well-structured business plans are more likely to succeed. According to a study by Harvard Business Review , business owners who create a formal business plan have a 16% higher chance of succeeding than those who don't. It's like having a roadmap that not only guides you but also significantly increases your odds of reaching your destination.

Securing funding

If you're in the pursuit of investors or loans, a well-crafted business plan presentation is your golden ticket. It's the bridge that connects your vision, strategy, and financial projections to potential investors. This critical step can't be underestimated, as 72% of investors consider a business plan presentation an important factor in their decision to invest in a company, according to CB Insights .

Attracting and retaining top talent

Your team is the backbone of your business, and attracting top talent is a vital aspect of growth. A business plan presentation plays a pivotal role here. It offers prospective employees insights into your company's goals and values, helping them understand the bigger picture. In fact, 85% of employers state that they would be more inclined to hire a candidate who demonstrates a clear understanding of the company's business plan, as reported by Glassdoor.

The power of well-designed presentations

It's not just about having a presentation; it's about making it count. Well-organized, informative, and engaging business plan presentations have a higher chance of success. A study by the University of California, Berkeley, found that such presentations, when thoughtfully designed and expertly delivered, are more likely to persuade investors and attract top talent.

In essence, a business plan presentation is your voice, your vision, and your opportunity to shine. It's not merely a formality; it's the vessel through which you convey your passion and dedication to your business. So, craft it thoughtfully, present it passionately, and watch how it can transform your business journey.

How to structure an effective business plan presentation

Creating an impactful presentation requires more than just slapping together a few slides. You'll need to structure it thoughtfully. Here's a winning formula:

• Title slide : The first slide should be eye-catching and informative. It's like the cover of a book – make it compelling.
• Executive summary : In a nutshell, summarize your business plan. Keep it concise and captivating, like the teaser of a movie.
• Business Idea : Dive into the heart of your business. Explain your idea in a way that sparks curiosity.
• Market analysis : Who's your target market ? What's the size of your market? Show investors you've done your homework.
• Business model : Explain how your business operates. What sets your business apart? Highlight your competitive advantage .
• Marketing and sales plan : How will you enter the market? What strategies will you use to promote your products or services ?
• Financial projections : Lay out your financial plan. Investors want to see the numbers – revenue, expenses, and profit.
• Management team : Introduce your team. Highlight their expertise and why they're crucial to your business.
• SWOT analysis : Assess your business's strengths, weaknesses, opportunities, and threats.
• Conclusion : Summarize the key points and leave your audience with a sense of urgency to join your journey.

Do's and don'ts on a business plan presentation

Now that you know the structure, let's talk about some do's and don'ts to ensure your presentation hits the mark.

• Use visuals : Charts and graphs speak louder than words.
• Be concise : Avoid using too much text; let your slides complement your speech.
• Rehearse : Practice makes perfect. Be well-prepared for questions.
• Engage your audience : Make your presentation interactive. Ask questions and involve your audience.

Don't :

• Overload with information : Stick to the essentials.
• Read slides word-for-word : Your presentation should augment your words, not replace them.
• Waste time : Keep your presentation within the allocated time frame.
• Lack confidence : Believe in your business and your presentation.

1. Why is it important to make a business plan presentation?

A business plan presentation is your opportunity to showcase your business in its best light. It's not just about information; it's about capturing your audience's attention and conveying your ideas effectively. Think of it as a powerful tool to explain your business, highlight key aspects, and ultimately secure the support and funding you need. Whether you're presenting to investors or stakeholders, a well-crafted presentation can make a significant difference in conveying your unique value proposition.

2. How many slides should my business plan presentation have?

The number of slides in a business plan presentation can vary, but a common guideline is to aim for 10-12 slides . This range allows you to explain your business comprehensively without overwhelming your audience with too many details. It's essential to create an outline and plan your presentation strategically to fit your entire story within these slides. Remember, it's not about how many slides you have, but how effectively you use them to highlight the key points of your business plan.

3. What are some common mistakes to avoid when creating a business plan presentation?

One of the most common mistakes to avoid in a business plan presentation is overloading it with text and data. Instead, focus on using bullet points and visuals to convey your message clearly and concisely. Additionally, don't forget to include a value proposition that sets your business apart. It's crucial to answer the following questions: What services or products do you offer? Who is your target audience ? How do you plan to reach them? What channels will you use? By addressing these aspects and avoiding information overload, you'll be on the path to creating a winning presentation.

4. Do I need a specific presentation template for a business plan presentation?

While it's not mandatory, using a business plan presentation template can be highly beneficial. Templates provide a structured format that makes it easier to organize your content effectively. They often include slide designs tailored for different aspects of your business plan, such as market analysis, financial projections, and product development. By using a template, you can save time, ensure a professional look, and focus on the details about your business rather than the design of your slides.

5. How should I time my business plan presentation?

Timing your business plan presentation is crucial to keeping your audience engaged and respecting their time. Generally, a business plan presentation should last around 20-30 minutes to allow for questions and discussions afterward. However, it's essential to rehearse and ensure that you can present your content effectively within this timeframe. Make sure to plan and highlight the most critical points, keeping your audience's attention throughout the presentation. Remember, a well-paced and engaging presentation can leave a lasting impression and increase your chances of success.

Summarizing key takeaways

In this comprehensive guide, we've unraveled the art of crafting a compelling business plan presentation. From understanding the types of business plans to mastering the do's and don'ts, you're now ready to create presentations that leave a lasting impression.

Remember, a successful business plan presentation is not just about the slides; it's about telling a captivating story that resonates with your audience. So, go ahead, use those templates , slides , and presentation software to make your business idea shine.

And always keep in mind: Your business plan presentation isn't just a pitch; it's the first chapter of your entrepreneurial journey. Make it count!

Create your business plan presentation with prezent

Now that you're equipped with the knowledge to create a winning business plan presentation, you might be wondering where to start.

The answer? Prezent, the ultimate AI presentation software for enterprise teams.

With Prezent's 35,000+ slides and 100% compliance, you can save 70% of the time in making presentations while ensuring your brand is 100% on point. Our real-time sharing and collaboration features make teamwork a breeze, and you can access guides , e-courses, and templates that will make your presentation shine.

So, why wait? Whether you're using PowerPoint, Google Slides, or any other platform, Prezent has the templates and tools you need to create a business plan presentation that wows your audience.

Ready to supercharge your business plan presentations? Try our Free Trial or book a Demo today with Prezent!

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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

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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How to Make a Business Plan Presentation

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How to design powerpoint slides for oral presentations, how to write a preface for a business plan.

• Marketing Presentation Objectives
• How to Pitch a Business Plan

Making a business proposal presentation to prospective investors is stressful for nearly all entrepreneurs. Even if they are confident their business plan is well thought out, they still worry that they will not be able to express the most important aspects of their plan and engage the investors’ interest in the short time allotted for the in-person presentation. The keys to a successful presentation are advance preparation and rehearsal until your delivery is smooth and polished.

Preparing the Business Plan Presentation

Business plan presentations are designed to sell your idea to investors through a concise and engaging overview of what your business does, how it fills a consumer need and what you are looking for in terms of an investment. Seasoned investors are busy, and typically aren't interested in a long, drawn-out presentation filled with irrelevant information. In fact, many seasoned venture capitalists and angel investors will give you a specific time limit and a suggested outline for your presentation; if you receive these suggestions, it's a good idea to follow them. If you don't receive specific guidance, focus your presentation on the following key points:

• Introduce yourself, your company and its products. 
• Describe your market and how you solve your customers' problems. 
• Explain how your product is different than anything else on the market.
• Discuss the size of the market for your product
• Explain who your customers are
• Demonstrate growth in your market in the next 3-5 years 
• Discuss the competitive advantages your venture has that will lead to outstanding revenue growth and profitability. 
• Demonstrate your projected revenues and pretax profits for the next 3-5 years. 

Slides 9-10

• Discuss your marketing strategies, including distribution channels and sales strategies

Slides 10 and beyond

• Introduce your management team and advisory board members. Include one or two points about each person’s background and experience. and explain how each person on the team brings a critical element necessary for your company’s success.

Final slides

• Reveal the total amount of capital you need and a short list of major expenditures.

By following this general outline and focusing on the most important information, you'll answer most of the investors' questions and give them the details they need to make a decision. Remember to only hit the highlights, and don’t try to fit your entire business plan into the presentation. Too many slides can result in information overload, and they will not remember the most important pieces of information. Aim for a business plan PowerPoint of about 10-12 slides.

Rehearsing Your Presentation

Once you've created the presentation, practice presenting it to ensure that you appear polished and professional come presentation day. Again, keep time limits in mind, and respect the investors' time. Don't forget to include time for questions in your overall presentation plan.

To begin rehearsing, create an outline of your the presentation, addressing the important points that you want to cover. If you are using presentation software like PowerPoint, print a copy of your presentation in outline view, and use that to identify the key points you want to make from each slide and jot down additional notes about what you want to say. Creating the outline not only ensures that you cover all of the key points, it also keeps you from simply reading what's on the screen, which will quickly bore the audience.

Once you have an idea of what you are going to say, rehearse your presentation with colleagues. Invite members of your management team or trusted associates into a conference room and conduct a dress rehearsal of the presentation. Get their feedback on what parts of the presentation might need editing or clarification. Time your presentation and cut it down if necessary. Rehearse the presentation several more times on your own.

Succeeding on Presentation Day

It's normal to be nervous come presentation day, but do your best to relax and calm your nerves. Try some breathing or visualization exercises ahead of time to clear your mind and get into the right frame of mind. If you are well-prepared and know your presentation inside and out, there is nothing to be nervous about. Just be yourself – the investors are evaluating you as well as your business plan, after all – and do your best to project an image of confidence and competence.

Show enthusiasm and urgency, but avoid coming across as desperate or unfocused. Speak slowly, smile, make eye contact and refer to your notes if you need to and you'll impress investors with both your business and your presentation skills.

• Entrepreneur: 10 Tips for Creating a Winning Business Plan in PowerPoint
• Business News Daily: How to Give a Great Business Presentation
• Close the presentation with a sense of urgency. Show why now is the right time for your company to enter the market. Timing is often critical with early stage companies.
• Don’t try to fit your entire business plan into the presentation. Too many slides can result in information overload for the people you are presenting to, and they will not remember the most important pieces of information. Ten to twelve slides is sufficient.

Brian Hill is the author of four popular business and finance books: "The Making of a Bestseller," "Inside Secrets to Venture Capital," "Attracting Capital from Angels" and his latest book, published in 2013, "The Pocket Small Business Owner's Guide to Business Plans."

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The Art of Perfect Pitch

• April 18, 2024

13 Min Read

Want to hook potential investors to your business idea? A compelling business plan presentation will do that for you!

Do you wish to create a business plan presentation that’s not only visually attractive but also contextually enriching and sound? Well, it takes a detailed understanding of the subject matter and little effort on your end to create a professional presentation for your investors.

Don’t fret. We are here to help you out with this blog post. It includes everything you need to know about business plan presentations and outlines an efficient way to create yours.

Ready to get started? Let’s dive right in.

What Is A Business Plan Presentation?

A business plan presentation also known as a pitch deck is a concise yet detailed presentation of your business idea.

It explains your business objectives, concept, solution, target market, operations, and strategies through attractive visuals and bite-sized simplified concepts.

A great pitch deck successfully communicates your business plan and your purpose of presentation, whether it is to raise funds, demonstrate traction, or grow your network.

It is quite helpful when you want to familiarize people with your business idea without diving into extreme details.

Translating your promising business idea into a presentation is quite a challenge. However, is it worth the effort? Let’s take a look.

Benefits of having a Business Plan Presentation

Having an insightful professional pitch deck is an asset for your business. If you don’t believe it, here are a few benefits to change your mind.

1. Secure the funding

The most obvious benefit of having a pitch deck.

Investors want to know the viability and feasibility of your business idea to consider funding your business. A well-crafted pitch deck with a strategic layout will make it easier for you to prove the worthiness of your business idea.

2. Explain your business plan

No one has time to dive into your detailed business plan, at least initially. A quick presentation or an elevator pitch is what you need when you want to tell your audience about your business idea in a couple of minutes.

You can enhance your networking considerably by having a pitch deck that’s ready to be presented anytime.

3. Keep the audience engaged

It’s easy to keep the readers engaged in a presentation with its powerful visual components. After all, charts, graphs, and pictures are easier to decipher than complex blocks of text.

By adopting a storytelling approach, you can easily convey your business objectives and strategies without risking the attention of your readers.

4. Gather feedback

Presenting your business plan allows you to gather feedback from seasoned entrepreneurs and experienced investors. Such feedback helps you to identify potential gaps in your planning and refine the strategies accordingly.

Convinced now? Well, then let’s learn what a visionary business plan presentation should include.

What to Include in Your Business Plan Presentation?

Whether you create a presentation using an advanced tool like an AI pitch deck generator or Microsoft PowerPoint—here are 10 essential components to include in your business presentations.

1. Title slide

It is an introduction slide including basic business information such as name, logo, and tagline. Additionally, it must include the name of the presenter and contact details so that readers can reach out.

You can also consider adding an extremely crisp and short one-line summary of your business to show what your business does or aims to do. Remember, it has to be much more concise than your executive summary.

While the entire presentation needs to be visually appealing, the first slide plays an extremely crucial role in capturing and retaining the reader’s attention.

So make sure that you incorporate appropriate brand elements in a neat design and present your business in a strong light.

The most brilliant business idea is the one that solves some real-life problems. And if that’s not the case with your business, reconsider your idea.

This slide is your chance to put your storytelling skills to use. Weave a compelling narrative and talk about the problem your target market is facing. Make people relate to the problem even if they are not the ones facing such issues.

Here’s an example of how a home cleaning service provider would illustrate the problem:

3. Solution

After talking about the problems, it is now time to push forth your solution.

Introduce your products and services and explain how they will solve your target customers’ problems.

Highlight the competitive edge of your solution and illustrate how yours is a solution filling some unmet demand.

Instead of wordy long texts, translate your solution into easy-digestible text blocks and visuals.

Continuing our previous example, here is how you can add a solution to your pitch deck.

4. Market Analysis

Market analysis is quite extensive and you can take up to 2-3 slides to convey essential information.

Now, you can filter and decide what to include in your presentation. However, ensure that your market analysis includes details about the industry overview, target market analysis, and competitors analysis.

Industry Overview

In this slide, you will describe the state of the industry, its current market size, emerging trends, and the market share of your business.

Ensure that you collect data from highly authoritative sites like BLS and industry publications to increase the reliability of your research.

Present your data through visually enriching graphs and charts and prove the potential of your chosen marketplace to the readers.

Target Market Analysis

In this slide, you will tell the readers about your target market and what your potential customer looks like.

Introduce your target market and describe what your ideal customer looks like. Talk about their age, gender, income, problems, interests, and spending capacity in this slide.

The easiest way to do so is by creating a visual customer profile or a buyer’s persona of your ideal potential customer.

Here’s an example of a buyer persona for a cleaning services company:

Target Market

Age: 35 Occupation: Full-time professional Income: $90,000 annually Lifestyle: Suburban family Problems: Struggles to balance work, family, and house cleaning Goal: Minimize time on chores and maximize family time

Looking for easy-to-book and convenient high-quality cleaning services

Competitive Analysis

Readers want to know about the state of competition in your market and this slide is something they look forward to.

Include a SWOT analysis of your competitors or simply describe the competitive landscape for your business. Show your competitive advantage over the competitors in terms of pricing, product offerings, target market, and related business components.

Ensure that your slides explain all this information through flowcharts, diagrams, images, infographics, and crisp text blocks. The idea is to offer everything that your audience might need to make informed decisions.

5. Business Model and Pricing Strategy

This is one of the most important sections where you explain your business model to the audience.

Demonstrate how you would be making money with your business. This can be quite simple or complex depending on your service offerings, revenue model, and pricing strategies.

Use images and visuals to explain this section and charts to present your pricing plans.

For example, a cleaning services company can present its pricing plans as depicted in the image.

6. Traction

Any sort of evidence that supports your business idea can be used here to gain the confidence of investors.

This could be early recorded sales, a Kickstarter campaign, an MVP of your software, social proof, strategic partnership—literally anything that proves that your business is a success.

In case of an in-person presentation, you can show the practical demo of the product while presenting.

However, if you are going to send a presentation through email you have to find a way to attach proofs in the mail itself.

7. Sales And Marketing Strategies

In this slide, you will talk about your sales goals and methods to achieve those goals. Moreover, you will also talk about your strategies to market and brand your business.

Introduce different marketing streams and your marketing budget to reach your target audience. Instead of listing it all down, find a way to create self-explanatory visuals with minimum text.

Also, include details about your existing marketing strategy if any, and the results it is generating.

8. Operations Plan

Investors want to see the practical aspects of your business. They want to know if you have the skills and understanding essential for running a 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.

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.

10. Financial Plan And Projections

This is again the most important section, especially, if you are presenting in front of investors.

Instead of adding your detailed financial plans here, just add important figures and highlights.

This could include details about your ROI, sales projections, revenue milestones, cash flow, and aspects that offer an overview of your business’s financial health.

Newly founded startups can show financial projections and back them with claims and proof. The idea is to excite the investors about your business by offering adequate financial information.

Learn more: Create a financial plan for your startup business

10. Funds Being Raised

Ensure that your pitch deck offers concrete information about the funding you need for 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?

Also talk about the returns investors can expect on their investment and back those figures with calculative predictions.

With that, end your pitch deck with a call to action to drive necessary action from readers.

And those are all the sections a business plan presentation must include. Let us now explore some tips before you kickstart making your own presentation.

Tips to Create a Winning Business Plan Presentation

Translating your idea into a presentation gets much easier if you stick to these handy tips:

1. Use online resources

It’s a huge struggle trying to structurally and contextually fit your ideas into a 10-slide deck. Instead, get yourself a subscription to a pitch deck generator to create stunning pitch decks.

However, if you don’t want to spend a penny, you can use a free PowerPoint template as well.

2. Know your audience

Before you start, know the purpose of your presentation and your target audience. This will help you identify information that is actually essential for your audience, thereby making your pitch decks more nuanced and specific.

3. Focus on clear writing

Explain your complex business ideas crisply and concisely in a simple easy-to-understand language.

You can use AI tools like ChatGPT, Jasper, QuillBot, and Writesonic to translate your ideas into words. However, such tools may lack a contextual understanding of business planning.

Instead, use tools like Upmetrics that specialize in business planning and offer advanced AI assistance to write pitch decks and business plans.

4. Recheck your Fonts

Choose simple and clean fonts to design your presentation. Avoid using too many different fonts as well.

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.

5. Balance the Visual Elements

Adding visual elements to your PPT templates and business presentations increases the audience’s ability to grasp your business concept.

However, too many visual elements without a purpose will create clutter. Know the difference between clutter and sophistication and remember that presentation needs to reflect your business idea in the best possible light.

6. End with a CTA

Don’t leave the reader hanging midway. Guide them with a CTA telling them exactly what you want them to do.

Add contact details and a link or document to a detailed business plan. This will help investors to connect and discuss further opportunities with you.

How to Pitch to Investors?

Now that you have learned the fundamentals of creating a compelling business plan presentation, it’s time to present it to your potential investors.

Here are a few things to bear in mind while delivering your presentation.

1. Tell a Story

When you practice your presentation, ensure that there is a narrative binding everything together.

This can perhaps be the most difficult task. However, you must find a hook to keep the readers engaged.

Now, figures and brilliant ideas can overpower your narration if you don’t have a simple, humane story at the core. So take your time, practice the pitch, and find ways to engage your readers with a compelling story.

2. Practice Your Pitch

A little extension of what we said earlier.

Making a presentation and presenting a presentation are completely different things. While you already know how to make a presentation, learn how to pitch to investors to be able to attract funding for your business.

Now, you might not be a great presenter. However, a little practice can fix everything.

Know what you are going to say on each slide, make notes of it, and practice it several times till you get it right.

Practice even when you get comfortable explaining the contents of your pitch deck. 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.

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.

And there you have it. Now, let’s make you a stunning pitch deck to get your funding.

Create your Business Plan Presentation with Upmetrics

Looking for the most effective way of creating a business plan presentation?

There you go. Use Upmetrics AI pitch deck generator to create your pitch decks in less than an hour. This tool offers a strategically designed pitch deck template that includes all the sections essential for a presentation.

All you need to do is answer the questions, use inbuilt AI assistance to write the content and see your pitch deck coming together. It’s as simple as that.

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Frequently Asked Questions

How to create a business plan presentation.

There are different ways to create a business plan presentation. While you can use PowerPoint templates to design your presentation, you can also consider using an AI pitch deck generator to create strategically sound pitch decks for your investors.

Whatever you choose, ensure that your presentation is visually and contextually rich and caters to your specific audience.

What is the best format to present a business plan?

While there is no strict rule regarding how to structure your pitch deck, following this structure can help you establish a linear flow.

• Summary/ Title
• Problem and the solution
• Market analysis
• Revenue model
• Sales and marketing strategies
• Operations plan
• Management team
• Funding requirement

What is the 10-20-30 rule?

Guy Kawasaki’s 10-20-30 rule stands for a 10-slide presentation to be delivered within 20 minutes with a font size no smaller than 30 points. This rule is quite helpful in making your pitch decks memorable and compelling.

What is the best AI pitch deck generator?

Upmetrics, Pitch Bob, Beemer Docs, and Beautiful AI are some of the best AI pitch pitch deck generators available online. However, Upmetrics , however, is the best choice given its advanced AI business planning functionalities for a cost-effective price point. It’s extremely easy to use and requires no steep learning.

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

How to make your business presentation stand out?

Here are a few tips that can help you prepare and deliver an exceptional business presentation:

• Know your audience
• Engage in storytelling
• Keep it visual rather than textual
• Practice your presentation
• Add essential business plan components

About the Author

Upmetrics Team

Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more

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How to Create a Business Plan Presentation

Noah Parsons

9 min. read

Updated April 9, 2024

It’s been said that business plans are worthless – it’s the planning process that is truly valuable . In many ways, this is a true statement. The business plan document that you create isn’t necessarily that useful because few people will ever review it in detail.

But, the process you went through to create that document forced you to think in detail about your business and answer questions that you might not have answered otherwise.

The planning process forced you to become an expert in your business, your target market, and your operations.

The expertise that you created in the planning process is what you need to showcase when you pitch your business to lenders and investors. Figuring out how to distill all of that knowledge into a few slides and a ten-to-twenty-minute presentation is the next challenge.

This guide will help you turn your business plan into a cohesive and convincing presentation that will help you win investors and wow your audience. 

• What is a business plan presentation?

A business plan presentation is also often called a “ pitch deck .” It’s a set of slides, often designed to accompany an in-person or Zoom meeting, that presents the fundamentals of your business.

A great business plan presentation explains what you do, who your target audience is, how your business operates, and what your “ask” is. After all, you probably aren’t just presenting your business plan to share your great idea, you’re trying to convince your audience to do something for you.

When you’re designing your business plan presentation, it’s helpful to know if you’re going to be able to talk through your presentation, or if it’s just going to be emailed out. This 

• Why do you present a business plan?

Your business plan presentation is all about the “ask”. Whether you’re trying to raise money for your business, win a business plan competition, or pitching a potential new employee to join your business, you have a reason for presenting your business. As you work on your business plan presentation, keep this in mind. Know who your audience is and what you want from them at the end of your presentation. More often than not, your goal will be simply to get to the next meeting or have some opportunity to continue the conversation. 

• 6 Tips to create a convincing business plan presentation

We’ll cover exactly what to include in your business plan presentation in the next section, but first let’s go over a few tips that will help you prepare a great presentation.

1. Start with a review of your business plan

Your business plan presentation is a summary of your business plan, so use your plan as a starting point. You already have all the information you need to, so just go back to your plan and highlight the key points that you plan to cover in your presentation. If there are key statistics or facts about your market that you want to highlight, identify those so that you don’t forget to include them in your presentation.

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2. Tell a story

The key to engaging your audience is to hook them with a story. Think about the problems your customers face when they’re using a product or service from the competition. Explain what life is like before your business arrives to provide a novel solution. The more that you can get your audience to nod along and understand the point of view of your customer, the more likely they are to support your business. 

3. Use visuals

Business plan presentations shouldn’t be slides crammed with text and other information. Instead, focus on using imagery to convey your message. You don’t want your audience to just be reading a slide full of information while you talk – they won’t really give you their full attention when this happens. Instead, use photos, charts and graphs, or diagrams to explain your business and the problems you are solving. 

4. Use large, easy to read font

Always use a relatively large font in your presentation – 30pt or larger. Your audience shouldn’t have to strain to read what’s on your slide. Using a large font will also force you to choose your words carefully because you won’t have that much room on the page for a lot of words. 

6. Research who you’re presenting to

Nailing your presentation requires knowing your audience. For example, suppose you’ve invented a new medical device and are presenting to a room full of industry experts and medical professionals. In that case, you’ll want to present using terminology that they are familiar with.

However, if your presentation is to investors who may not be as familiar with your industry, you may need to simplify things and make sure to use language that they will understand. 

• What to include in your business plan presentation

As a general rule, try to keep your presentation to 10-12 slides. Although you could probably talk about your business all day, your audience is looking for a concise presentation that clearly communicates what your business does and where you are going.

Here are the 10 slides you should include your presentation:

1. Introduction 

This is sometimes also called the title slide. You should include your company name and logo and a one line summary of your business. This might be your mission statement, or just a short tagline that explains what you’re doing in a nutshell. For example, Spotify might have said, “We’re revolutionizing how people listen to music and how artists get paid”. Instagram might have said, “We make it easy for anyone to produce professional-looking photos”.

2. The problem and your solution

This is where your story-telling skills need to come into play. You want to make your problem real to your audience. You want them to relate to people who have the problem, even if they don’t have the problem themselves. You want your audience nodding along in understanding.

With your problem clearly identified, you now explain your solution. This is a description of what your product or service is and what it does. Explain how it solves your customer’s problem and how it compares to the competition. 

3. Target market and opportunity

Your next step is to explain the size of your market and what your business opportunity is. You’ll use the market research data from your business plan in this slide to show how many potential customers are out there and you’ll show the different market segments that your business will target . 

4. Business model and pricing strategy

Your business model is an explanation of how you make money. For many businesses, this is very straightforward and doesn’t require much, if any, explanation. For others, more details will be required. For example, a business like Google provides their search engine for free to users, but sells ads in the search results. 

5. Traction

Traction is evidence of early success with your business. This might mean a list of initial customers, pre-orders through a Kickstarter campaign, or signed contracts with potential buyers. Any evidence that you can provide that proves that your business will be a success is useful to showcase here. 

6. Marketing and sales

Be sure to include a slide that provides an overview of your marketing and sales plan . You’ve identified your target market and now you need to explain how you’re going to reach them and sell to them. 

7. Financial projections

You shouldn’t try and fit your entire financial plan into your business plan presentation. Instead, extract the highlights and present them here. A sales forecast chart and profits chart could be useful. If you have a guess as to when you’ll become profitable, include that information. The goal of your presentation is to spark interest and get your audience to ask for additional information, so don’t overload things in your initial presentation.

8. Your team

Who is behind your business is often even more important than your idea. People come up with good ideas all the time. Investors are looking not just for a great idea, but for a team of people who can turn that idea into reality. Use this slide to provide a brief overview of your team and the rationale behind why your team is the right team to make the business a success. 

9. Use of funds

Assuming that you are presenting your business plan to raise money for your business, you’ll need to explain how you’re going to use that money. Is it for marketing or perhaps R&D? Maybe you need to raise funds to hire key additions to your team or to expand to a new location. Make it clear why you need the money and how you’re going to use it.

10. Call to action

Finally, don’t forget your “ask.” If you’re seeking investment, ask for it. If you are trying to convince someone to join your team, ask them to join. Your business plan presentation exists for a reason and there’s no harm in being direct about what you are looking for.

11. Appendix

Aside from the core slides of your presentation, it’s always useful to have additional slides ready to answer questions that come up. A great presentation leaves the audience interested and wanting to know more. Try and anticipate those questions and add slides in the appendix that helps answer those questions. When the audience asks a question that you’ve prepared a slide for, skip into the appendix and answer that question with your slide. This method shows your audience that you’re well prepared and have thought through all aspects of your business.

This is where it all comes back to planning. The plan document itself may not be useful, but the process you went through will leave you well-prepared to present your business plan expertly and successfully.

Check out our analysis of 7 well-known startup pitch decks for examples of businesses that successfully did this.

• Download your free pitch deck template

Get a jump start on your business plan presentation by downloading our free pitch deck template . It has everything you need to get started and includes all the key slides you need for a winning presentation. 

Create a business plan that maximizes your chances of securing funding

Noah is the COO at Palo Alto Software, makers of the online business plan app LivePlan. He started his career at Yahoo! and then helped start the user review site Epinions.com. From there he started a software distribution business in the UK before coming to Palo Alto Software to run the marketing and product teams.

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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.

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.

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.

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.

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.

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.

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!

#ezw_tco-2 .ez-toc-widget-container ul.ez-toc-list li.active::before { background-color: #ededed; } Table of contents

• Presenting techniques
• 50 tips on how to improve PowerPoint presentations in 2022-2023 [Updated]
• Keynote VS PowerPoint
• Types of presentations
• Present financial information visually in PowerPoint to drive results

30 60 90 day plan: a blueprint for professional growth

• Design Tips

Inspiration for PPT: how to find design ideas

Private: Difference between business plan and pitch deck: 2022 ultimate guide

Small Business Plan Template

Small business plans are an essential first step towards the success of your company. Small business plan presentations serve as a strategic blueprint you can share with potential investors, possible partners, and interested parties. You’ll need an overview of your business’s goals, basic strategy, marketing tactics, finances, and a profitability forecast, etc. A comprehensive and well-prepared presentation will instill confidence in your audience. Our small business plan example will help you bring structure to and build interest in your organization’s strategy. Convey your company’s potential for success, get funding, and build partnerships using our small business plan presentation. 

Our small business plan presentation template can help your company: 

• Secure funding
• Solidify partnerships
• Outline company goals

Let our Small Business Plan Template help your company reach its goals

Developing a small business plan presentation requires a detailed strategy and can extend over many slides. Use a combination of the following slides to best showcase your company:

Pro tips for securing partners and funding for your company

Ensure your presentation generates the interest your business deserves by creating a stellar deck with this advice:

First impressions matter, ensure your entire presentation is clear, concise, and free of errors. Typos can distract from even the best small business plan presentation.

Who are you presenting to and why? Make sure your Executive Summary slide is straightforward and to the point. Are you looking for investors? A partner? Set your goals and expectations at the start of your presentation.

What makes your business better than a competitor’s? Make sure to reassure clients of your market advantages and how you intend to leverage them.

Small business plans can be lengthy so make sure that information is spread over various slides. You can build momentum by reading your audience and adjusting your presentation speed as needed.

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WHO BENEFITS FROM Plannit?

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Analyze your ventures through extensive business plans aligned with your vision and goals.

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Back your business with a solid plan that aligns with your vision and goals. Perfect for startups and small businesses.

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Funding ready business plan, executive summary, company overview.

Problem Statement

Business Description

Mission Statement

Business Model

Products and Services

Additional Features

Revenue Model

Market Analysis

Target Market

Market Size and Segments

Unique Value Proposition

Risks and Mitigations

Identified Risks

Mitigation Strategies

Financial Overview

Income Statement

Marketing and Sales Plan

Focus On Your Vision

Key features & benefits, ai editing companion.

Modify and regenerate sections of your business plan using premade or custom prompts. Our AI will help you refine your plan to perfection.

Multi-User Collaboration

Invite team members with easy sharing to collaborate on your business plan in real-time. Communicate and make changes together. Collaborate with your partners in real-time as you perfect your plan.

Education Center

Immerse yourself in a rich library of articles, tools, templates, webinars and resources for continuous business and professional growth. Learn all about the key aspects of starting, running and growing a business.

Powered by Chat GPT

Our algorithms are powered the latest in AI technology to ensure the most accurate and relevant output. We use OpenAI's GPT 4 and 3.5 engines for the perfect blend of accuracy and speed.

Business Resources

We recommend a variety of useful tools and resurces that help sustain your growth. We only recommend the best in the business. Filter your needs and equip yourself with the best tools.

Plan Samples

Explore a library of sample business plans we generated to get the idea of what to expect. Currently able to generate viable plans for 50+ industries.

Financial Projections

Take an additional questionnaire about your financial trajectory and get a detailed financial projection + 3 year income statement for your business.

Tools and Templates

Plannit's comprehensive suite that accompany business planning. From pitch decks to financial models, we have you covered.

Plan Export

Download your business plan in an editable .docx format. Fully edit & share your plan with investors, partners, and stakeholders.

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PLANNIT BUSINESS ECOSYSTEM

Frequently Asked Questions

What is a business plan and why is it important.

• Initiate with Your Business Concept: Lay the Groundwork: Start by introducing your business idea into Plannit AI's Business Plan Generator. This first step is crucial, as it sets the tone for a tailored, insightful business plan that truly resonates with your vision. Capture the Essence: Our platform is designed to grasp the nuances of your concept, ensuring that the generated plan accurately reflects the core and potential of your business.
• Navigate Through the AI-Guided Questionnaire: Tailored Interactive Experience: Plannit AI’s AI-guided questionnaire is your interactive guide through the planning process. It meticulously gathers information about your business's objectives, strategies, and market positioning, ensuring a comprehensive and reflective plan. Intelligent Feedback and Suggestions: As you progress through the questionnaire, benefit from smart prompts and suggestions, ensuring that your plan is not just detailed but also strategically sound and aligned with industry standards.
• Generate Your Plan with Advanced AI: Intuitive Plan Creation: With the questionnaire complete, Plannit AI's advanced algorithms intelligently analyze your responses. They then craft a detailed, customizable, and strategically aligned business plan, providing you with a structured, coherent, and actionable format. Benefit from AI-Powered Insights: Plannit AI offers AI-driven insights and suggestions, ensuring your plan is not just a document but a strategic tool equipped with tailored AI prompts and an in-app plan editor. Get inspired by browsing through our sample business plans, a collection of successful strategies across various industries.
• Finalize Your Plan with Confidence: Dynamic Adaptation and Refinement: Plannit AI recognizes that a business plan is a living document. Our platform allows for continuous adaptation and refinement, ensuring your strategy remains agile, relevant, and aligned with your evolving business goals. Professional Presentation and Sharing: Once your plan meets your standards, utilize Plannit AI's export features to present your plan professionally. Choose between various formats for exporting your business plan, ready to impress stakeholders, attract investors, or guide your team. Review and Adapt: Ensure your business plan is a living document, ready to evolve with your growing business. Plannit AI's dynamic platform allows you to adapt your strategy as new opportunities or challenges arise.

How to Write a Business Plan?

• Roadmap for Success: At its core, a business plan acts as a strategic guide, providing detailed steps on how your business will achieve its objectives. It helps you navigate the startup phase, manage growth effectively, and tackle unforeseen challenges with a well-thought-out strategy.
• Securing Funding: For startups and businesses looking to expand, a business plan is crucial for securing loans or attracting investors. It demonstrates to potential financial backers that your business has a clear vision, a solid strategy for profitability, and a plan for delivering returns on their investment.
• Informed Decision-Making: A well-prepared business plan offers valuable insights into your market, competition, and potential challenges. This information is vital for making informed decisions, from day-to-day operations to long-term strategic shifts.
• Market Analysis and Strategy: It allows you to conduct an in-depth analysis of your target market, understand customer needs, and position your product or service effectively. The marketing strategy outlined in your business plan helps in identifying the best channels and tactics to reach your audience and achieve market penetration.
• Financial Planning: One of the most critical components of a business plan is the financial forecast. It outlines your funding requirements, expected revenue, profit margins, and cash flow projections. This section is essential for budgeting, financial management, and ensuring the financial viability of your business.
• Goal Setting and Performance Measurement: A business plan sets clear, measurable goals and objectives. It provides a framework for monitoring performance, measuring success, and making necessary adjustments to stay on track.

Who Can Benefit from Plannit AI?

• Aspiring Entrepreneurs: If you're at the idea stage, looking to transform your vision into a viable business, Plannit AI offers the tools and guidance to bring your concept to life. Our platform helps you articulate your business idea, define your target market, and develop a solid plan to turn your dream into reality.
• Students and Educators: For students delving into the intricacies of business planning and educators teaching the fundamentals of entrepreneurship, Plannit AI serves as an invaluable resource. It provides a practical, hands-on tool for learning and teaching how to create detailed business plans, analyze markets, and understand financials in a real-world context.
• Startup Founders: In the dynamic startup environment, Plannit AI is the ideal partner for founders looking to pivot quickly, secure funding, or understand their competitive landscape. With our AI-driven insights and market analysis tools, startups can make informed decisions and adapt their strategies to thrive in competitive markets.
• Small Business Owners: For small business owners seeking to optimize their operations, expand their customer base, or explore new markets, Plannit AI offers targeted solutions. Our platform simplifies the planning process, enabling owners to focus on growth while managing the day-to-day challenges of running their business.
• Consultants and Freelancers: Consultants and freelancers specializing in business development, strategic planning, or financial advising will find Plannit AI a powerful addition to their toolkit. It allows them to provide clients with comprehensive, data-driven business plans and strategies, enhancing the value of their services.
• Non-Profit Organizations: Leaders of non-profit organizations can leverage Plannit AI to plan initiatives, secure funding, and manage resources more efficiently. Our platform helps non-profits articulate their mission, set achievable goals, and measure their impact, ensuring they can make a difference in their communities.
• Innovators and Inventors: Individuals looking to commercialize innovative products or technologies can use Plannit AI to navigate the complexities of bringing new ideas to market. From patent strategies to go-to-market plans, our platform covers all bases, ensuring innovators can focus on what they do best.
• Small Business Development Centers (SBDCs) and Government Agencies: Government and SBA backed entities can greatly benefit from integrating Plannit AI into their services, enhancing their ability to support a larger number of clients more efficiently. By facilitating quicker, more in-depth business plan development, these organizations can spend more time assisting with plan execution and less time on creation, ultimately serving their communities more effectively.
• Anyone with a Business Idea: Ultimately, Plannit AI is for anyone with a business idea, regardless of industry, experience, or stage of business development. Our mission is to democratize business planning, making it accessible, understandable, and actionable for everyone.

Why is Plannit AI the best choice for an AI business planning software?

• Interactive Questionnaire and ChatGPT Integration: Plannit AI transforms the business planning process into an engaging conversation. Through our advanced ChatGPT integration, we offer a questionnaire that dynamically adapts to your responses, ensuring your plan is personalized, comprehensive, and aligned with your business goals.
• Dynamic Planning Environment: Unlike static templates provided by many, Plannit AI introduces a living platform that grows with your business. It features real-time updates, strategic insights, and a feedback mechanism that keeps your business plan current and actionable.
• Extensive Educational Resources: Our Education Center is packed with articles, guides, and sample plans to bolster your planning process. It's designed to arm you with the knowledge to navigate the complexities of your industry confidently.
• Enhanced Collaboration and Customization: Recognizing the collaborative essence of business planning, Plannit AI supports team efforts with multi-user editing, annotations, and feedback features, ensuring a comprehensive approach to your strategy.
• Customer Success Stories: Our users' achievements are a testament to Plannit AI's effectiveness. These success stories illustrate how diverse businesses have utilized our platform for strategic planning and growth.
• Tailored Business Plan Creation: Our platform stands out with its tailored approach, featuring customizable templates that directly cater to your business type and industry, making plan creation straightforward and relevant.

How can ChatGPT help me to create business plans?

• Content Generation:: ChatGPT helps draft various sections of a business plan, from executive summaries to marketing strategies, by providing structured and coherent text based on the prompts given.
• Strategic Insights: It can offer suggestions on business strategies by analyzing trends and providing examples from a wide range of industries.
• Financial Planning: While it can't replace professional financial advice, ChatGPT can guide the structure of financial projections and statements, helping you consider important financial aspects of your plan.

Take The First Step Towards Success With our AI-Generated Business Plans

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How to Make a “Good” Presentation “Great”

• Guy Kawasaki

Remember: Less is more.

A strong presentation is so much more than information pasted onto a series of slides with fancy backgrounds. Whether you’re pitching an idea, reporting market research, or sharing something else, a great presentation can give you a competitive advantage, and be a powerful tool when aiming to persuade, educate, or inspire others. Here are some unique elements that make a presentation stand out.

• Fonts: Sans Serif fonts such as Helvetica or Arial are preferred for their clean lines, which make them easy to digest at various sizes and distances. Limit the number of font styles to two: one for headings and another for body text, to avoid visual confusion or distractions.
• Colors: Colors can evoke emotions and highlight critical points, but their overuse can lead to a cluttered and confusing presentation. A limited palette of two to three main colors, complemented by a simple background, can help you draw attention to key elements without overwhelming the audience.
• Pictures: Pictures can communicate complex ideas quickly and memorably but choosing the right images is key. Images or pictures should be big (perhaps 20-25% of the page), bold, and have a clear purpose that complements the slide’s text.
• Layout: Don’t overcrowd your slides with too much information. When in doubt, adhere to the principle of simplicity, and aim for a clean and uncluttered layout with plenty of white space around text and images. Think phrases and bullets, not sentences.

As an intern or early career professional, chances are that you’ll be tasked with making or giving a presentation in the near future. Whether you’re pitching an idea, reporting market research, or sharing something else, a great presentation can give you a competitive advantage, and be a powerful tool when aiming to persuade, educate, or inspire others.

• Guy Kawasaki is the chief evangelist at Canva and was the former chief evangelist at Apple. Guy is the author of 16 books including Think Remarkable : 9 Paths to Transform Your Life and Make a Difference.

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Culinary Mobility: Food Truck Business Plan

Culinary mobility: food truck business plan presentation, free google slides theme and powerpoint template.

Download the "Culinary Mobility: Food Truck Business Plan" presentation for PowerPoint or Google Slides. Conveying your business plan accurately and effectively is the cornerstone of any successful venture. This template allows you to pinpoint essential elements of your operation while your audience will appreciate the clear and concise presentation, eliminating any potential misunderstandings. It's not just about content, as our design also commands attention! Your business plan will definitely make a positive impression.

Features of this template

• 100% editable and easy to modify
• Different slides to impress your audience
• Contains easy-to-edit graphics such as graphs, maps, tables, timelines and mockups
• Includes 500+ icons and Flaticon’s extension for customizing your slides
• Designed to be used in Google Slides and Microsoft PowerPoint
• Includes information about fonts, colors, and credits of the resources used

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How to Write an Online Business Plan in 2024

Written by Vanessa Petersen on July 26, 2023 Blog , Sell Online .

You’ve committed to turning your ecommerce or online business idea into something real. You want your small business to produce revenue and change the course of your life, but what’s your first step in realizing your dream? Developing a plan. If you’re not sure about how to write an online business plan, you’ve come to the right place.

One of the most essential tasks involved in starting any kind of business is to write a business plan. An online business plan won’t look that different from a traditional business plan and will include many of the same elements.

In this post, we’ll show you how to write an online business plan, including all the components and sections. We’ll also walk through how WooCommerce can help you put your plan to action and achieve your business goals.

Why write a business plan? 

Starting your own business is a great experience and something that will shape your life, fill you with self-confidence and independence, and inspire other people around you. A new business is also a serious endeavor that will take time, money, sweat, lots of decisions, and a degree of risk.

A traditional business plan template helps you document and keep track of your business goals, challenges, opportunities, and all the steps and processes involved with making your idea work. It will help you conduct thorough market research and set you up for success.

When you write a business plan, it can confirm that you’ve found the best online business to start , or provide clarity about the need to pivot.

It details all the things you will need to do in order to successfully launch and grow your business, and may include revenue projections, timelines for specific goals, concept art for products, and architectural drawings for any brick and mortar aspects of your business. 

Business plans help create a structure for your company’s development and keep you grounded in reality, focused, and not distracted by less important matters. 

If you have more than one person helping run the business, the business plan also keeps everyone unified around the same set of goals and objectives. 

Another reason to write a business plan is for situations where you are presenting your idea to someone else and asking them to invest. In that scenario, your business plan is also a sort of sales document. It makes the argument for why your business idea is so good and well-considered that an investor should want to be a part of it. 

But even if you’re self-funding your entire business — which is more common with online businesses — you still want to write the plan for the reasons given earlier.

The benefits of running an online business

Starting an online business or ecommerce store offers many of the same great benefits as any other business, but without as much risk. If you’re thinking of starting a business, here’s why an online one is a great option:

It has low startup costs

Without a storefront, you eliminate so many costs of running a business. With all the bills that come with having property — like rent, parking, furnishings and decor, etc. — there’s a much higher investment required to start a brick-and-mortar-based business. Online businesses still have startup costs, but they are much lower. 

It gives you freedom over your schedule

With an online business, you have more freedom to set your own hours, because you don’t always have to be open during the usual times. You can build your business to suit the lifestyle you want. Rearrange your time to get things done in the fastest possible way and take time off when you need it. 

You can start small

Once you have a location, it’s yours, and you have to make it work. With an online business, you can start very small, offering just a few products or even just a single service. You can more easily test the waters without making huge commitments with inventory, and other physical investments.

You can more easily pivot

If your online or ecommerce business doesn’t do as well as you expected, it’s easier to pivot and adapt to something new because you haven’t committed so much to making your original idea work. There are many business success stories where the business owner adjusted their idea after gaining some experience, and then it took off. It’s a lot easier to do that when you aren’t tied to a physical location.

But, there’s one thing online businesses have in common with every other type of business: You need a robust business plan to help guide your idea from concept to a successful reality that makes money and fulfills your dreams and goals. 

So, let’s get into business planning. 

How do I write my own online business plan?

Most formal business plans and business plan templates include seven sections, plus an executive summary. You’ll need to keep in mind who you’re writing your business plan for. If you are taking this to potential investors or will be seeking a business loan, your business plan needs to sell the idea of your business as a great investment opportunity and communicate the skills, expertise, and commitment you personally bring to the table. 

Here are the key sections of a traditional business plan format:

• Executive summary
• Company description
• Market analysis
• Organization and management
• Service and product line
• Sales and marketing plans
• Financial projections
• Funding request (if working with investors or partners)

Here’s a brief look at each step of creating an online business plan:

Draft an executive summary

In the executive summary, the first section of almost every business plan template, you’ll present your vision and focus on building excitement. If the business plan is a sales document, the executive summary is the lead. It gets the reader engaged and excited to hear more. 

Your executive summary should achieve two goals:

• Deliver the basic facts about your business
• Motivate the reader to keep going and get them excited about your idea

What facts should you include? Whatever helps the reader understand your business idea. Describe the industry and niche. Mention the target market. Briefly state the needs or problems your products and services will be solving. Touch on the potential for growth in terms of revenue and customers. 

For motivation, describe your mission statement and company values. What will set you apart from the competition? What is your value proposition as a business owner? What makes you different? Again — keep this brief. You’ll elaborate later. 

It might be a good move to write all the other sections first, then finish with the executive summary so it will be the most concise and best version of how you describe your business.

Write a company description

Here, you’ll give a brief overview of your company. What are your strengths, skills, and areas of expertise as a business owner that will position you for success? If you have a compelling story behind why you’re starting your business, you can include that too.

Conduct a SWOT analysis 

If you’re not sure where to start, consider doing a SWOT analysis , which is a diagram outlining your strengths, weaknesses, opportunities, and threats. 

It’s a common part of many business plans and will help paint a realistic picture of what your business can achieve, and what stands in the way. You won’t include all of this in the company description, but your strengths and opportunities may fit here. 

Create a mission and vision statement

The company description is also the place to create a mission statement and a vision statement. What’s the difference between these? 

The vision is where you’re going, the mission is how you’ll get there. A vision statement paints a picture of a future reality for your customers and perhaps the world at large, as a result of your company’s influence. A mission statement expresses how you will achieve that.

The company description can elaborate on your vision and mission beyond just a single sentence, and later you can fine-tune what you write into a succinct pair of statements. Feeling some writer’s block? See company description templates by industry for some inspiration.

Include any unique attributes

If your company will involve particular attributes such as manufacturing, supply chains, dropshipping, affiliates, coaching or advising, online courses, or other relevant particulars, include that in your company description, too. 

State your business location, industry, niche, and other details

Also, state the location of your business, even though it’s online. Name your industry and niche target market again, and describe the nature of your company. For example, is it an ecommerce business, a consulting firm, delivery service, wholesale, or ad-based website? These are just some of many types of online business structures. 

You may also want to include whether your business is in any special class of business that might position it for special loan or grant opportunities like women-owned businesses or veteran-owned businesses.

After reading your description, readers should have a good understanding of what your business is about, why it exists, and how it works. Here’s a detailed look at company descriptions , with an example.

Perform a market analysis

A market analysis uses industry research to assess the scope of your business’s target market and describe the current competition in your industry. It can help you estimate the potential for success and prepare for the challenges you may face when you launch your online business or ecommerce shop.

Doing this research, and including it your business plan, can also help you:

• Identify industry trends
• Pinpoint opportunities 
• Diminish risks and reduce costs
• Generate new ideas for products and services
• Learn from the failures and shortcomings of your competitors
• Find ways to stand out from your competitors
• Discover new markets
• Refine your marketing plans

Now let’s dig into the elements involved in a thorough market analysis.

Understand your audience

Here, you will explain in detail who your target customers are and why they want or need what you’ll be selling. What problems or needs does your product solve? What will motivate people to buy from you? And why can’t they get it somewhere else just as easily? An ecommerce business competes against other ecommerce businesses as well as brick-and-mortar stores and shopping malls. Stores with omnichannel strategies compete with both. Why would someone choose you?

Share your key customer demographics, psychographics, and interests. Who will you be serving? What drives them? 

What are their values? If your product, service, or personal brand will appeal to a customer segment that also shares particular values, that’s a strength, not a weakness, and you can use that to win them over. 

Perform customer segmentation

Break down different categories of target customers your business plans to serve. One category could be age. Another might be life situations such as retirees, parents, divorcees, or living with older relatives. You could create a segment of people with particular health conditions, or who live certain lifestyles. 

But you can also get way more specific than that. Runners are different from hikers, who are different from bikers, yoga enthusiasts, and gym enthusiasts. Different supplements, philosophies about food, motivations for eating various foods — all of these present near endless possibilities for more narrowly defining your customer segments, all under the broad category of ‘health.’ And you might serve multiple segments. 

The more customer segments you know, the more effectively you can market to them. In an online store, good product descriptions call out the various customer segments that product is designed for.

Also, give a sense of the potential size of your target market. How many people need what you’re selling? Show how this market is large enough to justify your business and drive revenue. You might do this by studying revenue reports from other companies in your industry. Or look at specific products related to yours and research their sales and revenue performance. 

You may also perform a survey of some kind, or an online quiz, and use that to express the needs your potential customers have that aren’t currently being met.

Perform a competitive analysis

Study your competition. What are they doing well? What areas are they underserving? Where are they underperforming? Make note of what other companies in your industry are struggling with or failing at so that you can deliver something more valuable and gain a competitive advantage.

It could be product quality, customer service, or selection. Maybe their ecommerce store is badly designed and hard to use. Perhaps there’s a huge industry serving the masses, but customers who have more particular tastes or needs aren’t being well-served by the big companies. Those customers might spend more on something that delivers what they really want. 

Maybe your key competition has been rocked by scandal. Maybe a company went out of business, was sold, or closed down due to retirement and there’s an opening in the market you want to leverage. 

The main point of the competitive analysis is to persuade investors that there’s an underserved market that your business plans to cater to. You must be able to promise something that no one else is currently delivering. Otherwise, why should your business exist? Put them at ease by demonstrating proper market research.

Refer to your SWOT analysis and present any potential threats from the competition here, too.

Outline management and organizational structure

Next, present your management and legal structure. Is your company an LLC, sole proprietorship, S corporation, partnership, or some other arrangement? Who’s in charge of what? If you have different departments, list out the leadership for each one. If relevant, you might even include some information about the expertise of your leaders concerning the areas under their charge and the tasks they’ll be performing.

Remember — if your business plan will be used to persuade investors to help fund your business idea, this sort of information will reassure them that your company has strong and competent leadership. 

If there’s a chain of command, use a diagram or other method for laying out who reports to whom. 

List your products and services

What are you selling? You’ll touch on this briefly in the earlier sections, but here is where you’ll expand on the details. If you have an array of similar products, such as food flavors or clothing variations, list as many as seem relevant. But focus on the spirit of the business plan — you’re simply communicating what your business is about, not listing every SKU in your projected inventory. 

Also, include information about your products such as quality, durability, expirations, patents, and whatever else will give a clear picture of what you’re selling.

For service businesses and memberships that may include multiple packages, bundles, or tiers, describe each of these so your readers get a sense of how you’ll appeal to different types of customers and price points. 

Develop a sales and marketing strategy

Having products is great, but how do you intend to sell them? How will people find your business? How will anyone know you exist? And once they know, what will motivate them to buy from you and not from your competition? What is your unique value proposition — the thing that sets you apart from your direct competitors?

You’ll need to develop an initial marketing plan to help promote your business, products, and services to your target customers.

And remember, competition isn’t limited just to other businesses. Sometimes, competition is against the customer’s time, or their budget, or mere indifference — the conflict between doing something and doing nothing. Your SWOT analysis should touch on several of these potential barriers to the success of your online business.

Your marketing plan will obviously change over time, but give your readers and potential investors a sense of how you plan to launch and grow your business. 

Discuss media channels you plan to use, such as pay-per-click (PPC) ads , social media , email marketing , affiliate marketing , direct mail, referrals, joint ventures, search engine optimization (SEO), webinars, influencer marketing , and live events. Describe the ones you actually plan to use, and explain the core strategy you’ll begin with and how you will measure success. 

Also, include a sense of your marketing budget. If you will have a dedicated marketing team, or actual sales professionals using a particular process or sales script, discuss that as well. 

For ecommerce businesses, include a discussion of how you plan to leverage platforms like WooCommerce, which features a host of extensions that can help manage your business , engage customers, save money, and promote growth .

Make financial projections

You’ve made a lot of claims in your business plan, but how will your investors be convinced of your future success? At some point, you have to show them the money. 

If this is a brand new business with no income, where will your finances come from for the first year? Give realistic financial projections for anticipated profits and losses, as well as growth expectations for the first five years. Include financial documents if you have them, including profit and loss statements, balance sheets, and cash flow statements. Include costs of employment, manufacturing, and other investments both one-time and ongoing.

Your financial projections should reference your:

• market analysis 
• anticipated sales volume 

Investors will feel more confident when they can see your business plan does not rely entirely on just one or two ‘wins.’ For example, if your entire plan hinges on selling on eBay or Amazon , what happens if Amazon suspends your store, changes the terms, or you struggle to get noticed there? 

If your plan depends on winning over a few Instagram influencers, what if they don’t come through? It’s really easy to say what you hope will happen. But actually making it happen is another thing. Business success happens more easily when you apply a multi-channel marketing and sales approach. 

Your financial projections will feel based in reality, when you can demonstrate some prior successes, either in other businesses you’ve already launched, test audiences, local sales you made, prior experience, or data from other businesses. 

Explain your funding request — if applicable

If you intend to ask investors to help fund your business idea, present your request in the final main section of your business plan. If you’ve already secured funding from other sources, include that here as well. An investor will feel better knowing they are not the only one who believes in the potential of your business. 

Will your funding request be for a one-time payment, monthly, annually, or at some other interval? How do you plan to repay their investment? Will you allow them to charge interest? How much ROI can you promise them? 

How WooCommerce can help

WooCommerce can help you build a scalable online business that supports your business plan. No matter what you’re selling, WooCommerce offers a suite of flexible tools that allows you to customize your store to meet your needs and goals. 

Here are just some of the benefits your business will enjoy when you choose to build your store with WooCommerce:

• Sell absolutely anything you can imagine . From physical items and digital downloads to subscriptions, memberships, bookings, courses, and affiliate products, WooCommerce provides everything you need. Want to run a wholesale store? You can do that, too!
• Harness the power of WordPress . Since WooCommerce is a plugin specifically for WordPress, you can take advantage of powerful features like the block editor and blogging capabilities. 
• Capture payments securely. Choose from a large number of payment gateways, from popular options like PayPal and Stripe, to more niche processors for specific locations and types of regulated products. And with tools like WooPayments , you can keep customers on-site, capture a variety of currencies, and even accept digital wallets like Apple Pay and Google Pay.
• Customize your shipping options. Offer free shipping, charge based on weight, set fixed prices, or calculate shipping costs based on real-time carrier rates. You can even use extensions like Table Rate Shipping to create complicated shipping rules based on conditions that you set. And with WooCommerce Shipping , you benefit from discounted shipping labels and the ability to print right from your dashboard. 
• Connect to your social media channels. Use extensions to sync your store with social media platforms like Facebook, Instagram, and Pinterest. You can even sell on those platforms alongside your store without having to update inventory and information manually.
• Integrate with marketing tools. Quickly connect your store to any number of marketing tools, from email platforms like MailPoet to CRMs like Jetpack CRM . You can also implement a number of marketing strategies, from abandoned cart emails to loyalty programs.
• Keep track of your numbers. Ecommerce accounting is a big part of running an online business. While you can easily view data in your dashboard, you can also sync with tools like QuickBooks to make your accountant’s life a little bit easier.
• Manage inventory. Update your inventory levels manually or connect to tools like Scanventory to sync with your warehouse. Running low or out of stock? Add a wishlist option so customers get an alert as soon as it’s available.

As you can see, WooCommerce is well-equipped to handle any type of online store and support you as you grow. Here are a few more reasons that WooCommerce should be your go-to choice for implementing the ecommerce side of your online business plan:

WooCommerce itself is free! Many extensions for WooCommerce can also be found for free in the WordPress.org plugins library or on the Woo Marketplace . If you need to start your website with a limited budget, but want to build on a platform that can grow to support a thriving, high-traffic store, WooCommerce is an excellent option.

You have full control over your store

Unlike other ecommerce solutions that are tied to the platform’s own web hosting, WooCommerce is designed to be used with WordPress along with any hosting provider of your choice. You are also free to use whatever payment processor you want without any additional fees from WooCommerce. You can also customize your site’s appearance and functionality more extensively than you can with other ecommerce platforms and with less (or no) coding knowledge.

Thousands of free and premium extensions

There are over 800 free and premium extensions for WooCommerce on WooCommerce.com alone and over 1,000 in the WordPress.org plugins library . There are also hundreds of independent developers and agencies that offer premium and custom extensions for WooCommerce so that you can customize your store with the exact features you need. 

Excellent support and large community of users

WooCommerce is used by over 3.9 million stores — 23% of all online stores worldwide . The support team is available to answer questions and the documentation library is extensive and thorough. There are also plenty of independent resources for learning how to use WordPress and WooCommerce.

Dedicate time and resources to put your online business plan in action

A successful business plan is one that empowers and guides the business owner to launch their online or ecommerce business, and possibly secure funding. But it only works if you use it.

One advantage of starting an ecommerce store or online business is that you aren’t as locked down by deadlines. With a physical location, once you start paying the rent, you better have your business plan ready to put into action. 

But the beauty of being online is that you have more flexibility on the front end. Despite having more wiggle room with your timelines, you still need to keep your momentum going forward. Staying on track with your business projects and goals is one of the keys to reaching profitability sooner and turning your business plan into reality. A few quick tips:

• Schedule your time. Block out hours and specific days to work on your business.
• Treat it like a job, not a hobby. Build on your momentum week after week.
• Always keep learning. Research your industry, competition, target audience, and potential customers. Learn marketing — you can never know too much.
• Try stuff! Take risks, make calls, create campaigns, write content.

Your business plan template should give you a concrete list of tasks and business objectives. Once you write a business plan, then you can implement it.

Frequently asked questions about writing an online business plan

What are the seven steps of a business plan.

The seven key elements of a business plan are the executive summary, company description, market analysis, organization and management, services and products, marketing plan, and financial projections. If you’re making a funding request, that would be an eighth section.

Where can I find business plan templates?

You can find a free business plan template online, for general business plans as well as for specific industries. However, since each business is different and your plan must be authentic and specific to your company — a business plan template can only get you so far. 

If you need design inspiration for your own custom business plan template or want to start with a pre-designed template that you can customize, you can purchase one for a relatively low cost through a stock resources site like Envato Market or Creative Market .

Do I need a business plan if I am already running an online business or ecommerce shop?

Business plans aren’t only for people who are launching new businesses. You can create a business plan at any time to help you maintain or change the direction of your store or just to get a better picture of the health of your business. Below are a few different types of business plans that you might want to consider for your established online business:

• Operational business plan. Outlines the structure of your business operations, staffing, and logistics.
• Feasibility plan. Feasibility plans are like mini business plans that cover new business ideas and outline steps for implementation.
• Growth business plan. This plan is for businesses that want to demonstrate opportunities and plans for growth to attract investors.
• Maturing business plan. This plan is for businesses looking to merge with or acquire other companies, significantly expand, or go public.
• Strategic business plan. Any time your business wants to shift strategies regarding products or marketing or any other major changes to your previous business plan, you’ll want to create a new strategic business plan to address your new goals and the steps involved in achieving them.

What software should I use for my online business plan?

Your business plan should include some images, graphs, and graphic elements in the layout, so you’ll want to at least use word processing software to put your business plan together. If you have access to Google Workspace, Microsoft 365, Canva, or Adobe Creative Cloud, you’ll have some other options that might lead to a more professional layout.

Here’s a list of free and paid software that can help you put together your online business plan outline:

What do investors want to see in a business plan?

The most important piece of information to show investors in your business plan is potential for profitability. Investors don’t want to throw money at a sinking ship, no matter how cool and exciting the business sounds. 

Most investors also want to make sure that they’ll see a decent return on their investment in a relatively short time period — probably around 5-7 years. How much of a return they’ll expect will depend on your industry and what kind of investor they are. 

Investors will also want to see that you clearly understand your business, your industry, and that you have concrete, actionable steps for achieving, maintaining, and growing profitability. They’ll want to make sure that the key people on your team also understand your business and the roles they play and they’ll want to see that each person has a good amount of experience in their field and the required skill sets to fulfill their job duties, if not go above and beyond. 

Any details you can include that highlight unique aspects of your business will also be important. Any area where you have a competitive edge, are offering a unique or proprietary solution, have established any celebrity endorsements, have the backing of other investors, or have secured special grants will be of special interest to investors.

Create your plan for success

Now that you understand what goes into creating a formal business plan, it’s time to write one! Take the time to think through and consider each aspect of the list included in this article, and you’ll be well on your way to finding success.

And WooCommerce is here to support your business every step of the way, with powerful and flexible tools that help your business grow. Start selling online today !

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Here's how consultants aim to balance ideas in new Boone County Master Plan

B oone County's population continues to grow. People who live or move here are going to need somewhere to live, so the county has undertaken a process to update its nearly 30-year-old master plan .

Listening sessions this week have provided the public a chance to ask questions and give more feedback to The i5 Group, which along with other planning firms is aiding the county in collecting public input and collecting and analyzing data.

"We've projected that Boone County could need 37,000 units of new housing based on growth projections over the next 20 to 25 years," said Stephen Ibendahl, principal with The i5 Group, adding there are nuances to this projection.

Top issues among public input at a listening session Wednesday afternoon at the Boone County Government Center, 801 E. Walnut St., in Columbia, included housing density and requisite infrastructure, a possible codes review for building requirements, mixed uses of land and even adopting the Columbia-owned COLT rail line back into use more as trolley transit than goods transit.

An open house meeting from earlier in April and the listening sessions will help planner develop a draft master plan by the summer, based on the open house meeting presentation .

Previous meetings have led to three scenarios of which the county could adopt a mixture of elements into the master plan, Ibendahl said.

If the county were to focus on current trends, the additional housing would have an impact on about 50,000 of the county's available 440,000 acres.

"Current trends, especially with rural growth, is housing on larger lot sizes, so five acres as a popular lot size in rural areas," Ibendahl said, adding that growth cannot be accommodated within the city limits of Columbia, Ashland and Hallsville.

A city-focused scenario of putting more housing density (more up, than out) still would impact about 25,000 available acres.

If there was more rural growth and less restrictions on commercial and residential development, housing growth would impact about 58,000 acres.

"The three scenarios are not about picking one, but more about are there certain aspects you think would be beneficial or would have concerns about," Ibendahl said.

Public comments Wednesday were about finding balance and ways to get to housing closer to job sources. This included changing zoning to where residential is built closer to industrial, so as to eliminate travel barriers. In more rural areas use the idea of "agriburbia." In other words mixed used pockets of residential density, not as sprawling subdivisions, but neighborhoods of about a 10 or 15 single-family houses, duplexes or even apartments interspersed among crop land.

More: Central Columbia residents give input as city works toward urban conservation regulations

Boone County has minimum 10-acre lot sizes for residential and there were questions about how that comes up against issues as cities grow and may annex land. There also were comments on what does affordable vs. sustainable housing look like in more rural areas of the county.

For those who missed the April open house meeting or follow-up listening sessions, video of the online session still is available, along with an online comment form as of Wednesday afternoon.

Again, the next step in the process is presentation of a draft master plan by the summer. Plan refinement and final adoption is expected by the fall.

More: Here's what community members are saying about affordable housing in Boone County

Charles Dunlap covers local government, community stories and other general subjects for the Tribune. You can reach him at [email protected] or @CD_CDT on Twitter. Subscribe to support vital local journalism.

This article originally appeared on Columbia Daily Tribune: Here's how consultants aim to balance ideas in new Boone County Master Plan