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4 Examples of Business Plan Table of Contents

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Written by   Peter Keszegh

When crafting a lengthy business plan, it’s best to create a table of contents that can serve as the backbone for your business blueprint. This will allow you to guide readers and potential investors from beginning to end, allowing them to find what exactly they need to know about your business proposal in a convenient way.

In this article, we’ll give you some tips on how to structure your business plan table of contents and provide you with a few examples to help you get started.

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What’s a business plan table of contents?

A business plan table of contents is an outline of all the relevant sections listed in your business plan. It’s more than just a simple list; it’s also the first impression you’ll be giving to potential investors , which is why it’s important to make sure your table of contents is well-written and detailed from the get-go.

The business plan table of contents will immediately show what your business is all about, and will give readers an overview of relevant subsections and other aspects of your proposal.

A roadmap to your business strategy

Your business plan table of contents is an overview of all the relevant parts of your overall business strategy . This will make it easier for readers and potential investors to identify the key elements to how you plan to run your business.

Saves time for busy readers

In today’s busy world, time is money. Don’t waste the time of potential investors by giving them a business plan that’s difficult to get through. A good business plan table of contents should save readers time and provide them a detailed outline of your business proposal from the start.

Reflects your attention to detail

If you put a lot of thought into making your business plan table of contents detailed, that’s a testament to how meticulous you are as an entrepreneur and how well you handle business strategies and finances. It’s like hitting two birds with one stone!

Enhances readability and professionalism

If you have a business plan table of contents that’s easy to read and concisely written, that shows potential investors that you know your business plan inside and out , and understand your vision well enough to write it all down in simple terms. It’s a good look for professionalism!

Ultimately, a good table of contents all comes down to getting your business vision across in the most effective way possible, and leaving an impact on potential investors. This document should spell out why these investors should believe in your vision for the future.

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Sections to include in your business plan

It’s important to make sure you nail down all the important details in your business plan. Here are some sections you should consider including in your own plans:

Executive summary

An executive summary is exactly that – a glimpse into what your business is all about. Here, you should state your business mission statement, what products and services you’re offering, your leadership team and its employees, and where relevant stakeholders can find you.

It’s also important to mention what your business goals are and the financing you’ll need to achieve those objectives.

Company description

This section will provide readers with a more detailed look into your business. Here, you should describe what your business does, the market needs you address, and the impact of your products or services on the existing market.

Emphasize what sets your business apart from others and explicitly mention the competitive advantages you have.This section will be dedicated to a more extensive look into your business.

Market analysis

In this section, you’ll have to show potential investors that you have a deep understanding of your market, competitors, and overall industry. Write about your target market and its demographics and needs , as well as areas for potential growth . You can use case studies and statistics to illustrate your arguments.

Organization and management

Investors need to know your business’ organizational framework , as well as who your team managers and members are. Make sure to provide biographies of relevant team members that include their current duties and responsibilities , as well as how they contribute to larger organizational goals.

Services or products

Let investors know the products you’re selling or the services you’re providing. This section should give them an idea of the life cycles of your products as well as the research and development activities your business is investing in for future products and services.

Marketing and sales

This section should discuss your business strategies in attracting customers and keeping them . Outline your marketing and sales plans and give investors an idea of what your brand messaging and advertising strategies are.

Funding request

If you’ll be needing additional funds from external financing and investments , you should also include this in your business plan. Make sure to mention how much money you’ll be needing and how you’ll be using them , and whether you plan to source them via loans, grants, or other means . Include specific timeframes as well.

Financial projections

A business plan should also include financial forecasts to show potential investors the business’ profitability. Prepare an income statement, cash flow forecasts, and a balance sheet. It’s also good to provide a break-even analysis to determine the period when your business is likely to become profitable.

The appendix is where you should include all supporting documents or materials mentioned earlier on in your business plan. These may include resumes, permits, lease agreements, legal documents, and any other relevant files.

Consider each section of your business plan as a building block that will shape your overall vision, to make it attractive and easy to understand for investors. By working on these sections, you’ll be able to create a well-prepared document that reflects the true potential of your business.

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Business plan table of contents examples

A clear and concise business plan table of contents is a great tool that will help entrepreneurs from all kinds of industries.

Here are four examples:

Standard business plan table of contents

You can opt to use a standard structure for your business plan table of contents. This format is good for any industry, and gives your potential investors a simple but powerful look into what your business is all about.

Executive Summary

Business concept and vision

Financial features and requirements

Current business position and major achievements

Company Description

Business formation history and milestones

Location and facilities

Mission statement and core values

Market Analysis

Industry background

Market needs and trends

Target market and customer profile

Organization and Management

Organizational structure chart

Management team bios

Legal and ownership structure

Products or Services

Detailed description of products or services

Development status and R&D activities

Sourcing and fulfillment

Marketing and Sales Strategy

Market penetration and growth strategy

Sales strategy and forecast

Communication channels

Funding Request

Current funding requirements

Future funding requirements over five years

Proposed terms and use of funds

Financial Projections

Income statements and cash flow statements

Balance sheets

Break-even analysis

Resumes of key managers

Legal documents

Any other relevant documents

Tech startup

Tech startup business plan table of contents

If you’re running a tech startup or looking to create an innovative product that will disrupt the market, you may want to tailor your business plan to highlight these. This kind of table of contents will emphasize your startup’s vision, how you plan to develop your products, and your user acquisition strategies.

Startup vision and quick growth plan

Unique value proposition

Company Overview

Founding story

Technology and innovation edge

Market Validation

Proof of concept results

Customer feedback and market demand

Product Roadmap

Current product offerings

Future development pipeline

User Acquisition and Marketing

Digital marketing strategy

Partnership and network growth plans

Operational Plan

Day-to-day operational details

Supplier and partner relationships

Management Team

Founders and key team members

Advisory board

Financial Plan

Revenue model and projections

Funding history and future rounds

Technical specifications

Patent details

Any additional supporting information

Woman Grinding Coffee Bean

Service industry business plan table of contents

If you're working in the service industry, make sure your business plan table of contents clearly outlines your daily operations and workflows, your customer engagement strategies, and quality control measures.

Service offerings and key benefits

Summary of financial objectives

Business Description

Background and development

Service delivery process

Market Analysis and Strategy

Competitive landscape

Pricing and sales strategy

Customer Engagement

Customer service approach

Loyalty and retention programs

Operational Workflow

Service fulfillment logistics

Quality control measures

Management and Staffing

Organizational chart

Hiring and training plans

Financial Overview

Cost structure and profitability analysis

Funding requirements and strategy

Client testimonials

Key contracts and agreements

Interior of stylish boutique with colorful clothes

Retail business plan table of contents

If you’re working in retail, it’s ideal to highlight your strategies for inventory management , customer relations, and sales. This will give potential investors a clear look into how you plan to run your retail business.

Overview of business concept

Financial features

Current market position

History and vision

Unique value proposition in the retail industry

Detailed examination of target market

Customer demographics

Overview of competitive landscape

Product Line and Services

Description of products

Inventory sourcing strategies

Additional services offered

Marketing Strategy

Advertising strategies

Customer loyalty programs

Operations Plan

Daily operations

Location details

Supplier agreements

Management and Organization

Structure of the business

Profiles of management team

Employee roles

Sales Strategy

Sales forecast

Pricing strategy

Sales channels (in-store and online)

Detailed financial projections including profit and loss

Cash flow statement

Resumes of key staff

Detailed market research

Letters of intent from suppliers

All in all, it’s good to make sure your business plan table of contents lays out all the important details your investors need to know, depending on what industry you’re in. Make sure your table of contents has everything others need to know about your business, and that it’s complete and easy to understand.

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Final thoughts: Business plan table of contents

When you’re creating a detailed and well-structured business plan table of contents, you’re a step closer to realizing your business ambitions. Remember that your business plan is what’ll give you a strong case and make you look good to investors, so it’s ideal that you promote your vision in the best way possible.

Once you’ve created a solid business plan, you can ensure that you’ll be on your way to career development, business growth, and meaningful success.

Business Plan Example and Template

Learn how to create a business plan

What is a Business Plan?

A business plan is a document that contains the operational and financial plan of a business, and details how its objectives will be achieved. It serves as a road map for the business and can be used when pitching investors or financial institutions for debt or equity financing .

Business Plan - Document with the words Business Plan on the title

A business plan should follow a standard format and contain all the important business plan elements. Typically, it should present whatever information an investor or financial institution expects to see before providing financing to a business.

Contents of a Business Plan

A business plan should be structured in a way that it contains all the important information that investors are looking for. Here are the main sections of a business plan:

1. Title Page

The title page captures the legal information of the business, which includes the registered business name, physical address, phone number, email address, date, and the company logo.

2. Executive Summary

The executive summary is the most important section because it is the first section that investors and bankers see when they open the business plan. It provides a summary of the entire business plan. It should be written last to ensure that you don’t leave any details out. It must be short and to the point, and it should capture the reader’s attention. The executive summary should not exceed two pages.

3. Industry Overview

The industry overview section provides information about the specific industry that the business operates in. Some of the information provided in this section includes major competitors, industry trends, and estimated revenues. It also shows the company’s position in the industry and how it will compete in the market against other major players.

4. Market Analysis and Competition

The market analysis section details the target market for the company’s product offerings. This section confirms that the company understands the market and that it has already analyzed the existing market to determine that there is adequate demand to support its proposed business model.

Market analysis includes information about the target market’s demographics , geographical location, consumer behavior, and market needs. The company can present numbers and sources to give an overview of the target market size.

A business can choose to consolidate the market analysis and competition analysis into one section or present them as two separate sections.

5. Sales and Marketing Plan

The sales and marketing plan details how the company plans to sell its products to the target market. It attempts to present the business’s unique selling proposition and the channels it will use to sell its goods and services. It details the company’s advertising and promotion activities, pricing strategy, sales and distribution methods, and after-sales support.

6. Management Plan

The management plan provides an outline of the company’s legal structure, its management team, and internal and external human resource requirements. It should list the number of employees that will be needed and the remuneration to be paid to each of the employees.

Any external professionals, such as lawyers, valuers, architects, and consultants, that the company will need should also be included. If the company intends to use the business plan to source funding from investors, it should list the members of the executive team, as well as the members of the advisory board.

7. Operating Plan

The operating plan provides an overview of the company’s physical requirements, such as office space, machinery, labor, supplies, and inventory . For a business that requires custom warehouses and specialized equipment, the operating plan will be more detailed, as compared to, say, a home-based consulting business. If the business plan is for a manufacturing company, it will include information on raw material requirements and the supply chain.

8. Financial Plan

The financial plan is an important section that will often determine whether the business will obtain required financing from financial institutions, investors, or venture capitalists. It should demonstrate that the proposed business is viable and will return enough revenues to be able to meet its financial obligations. Some of the information contained in the financial plan includes a projected income statement , balance sheet, and cash flow.

9. Appendices and Exhibits

The appendices and exhibits part is the last section of a business plan. It includes any additional information that banks and investors may be interested in or that adds credibility to the business. Some of the information that may be included in the appendices section includes office/building plans, detailed market research , products/services offering information, marketing brochures, and credit histories of the promoters.

Business Plan Template - Components

Business Plan Template

Here is a basic template that any business can use when developing its business plan:

Section 1: Executive Summary

  • Present the company’s mission.
  • Describe the company’s product and/or service offerings.
  • Give a summary of the target market and its demographics.
  • Summarize the industry competition and how the company will capture a share of the available market.
  • Give a summary of the operational plan, such as inventory, office and labor, and equipment requirements.

Section 2: Industry Overview

  • Describe the company’s position in the industry.
  • Describe the existing competition and the major players in the industry.
  • Provide information about the industry that the business will operate in, estimated revenues, industry trends, government influences, as well as the demographics of the target market.

Section 3: Market Analysis and Competition

  • Define your target market, their needs, and their geographical location.
  • Describe the size of the market, the units of the company’s products that potential customers may buy, and the market changes that may occur due to overall economic changes.
  • Give an overview of the estimated sales volume vis-à-vis what competitors sell.
  • Give a plan on how the company plans to combat the existing competition to gain and retain market share.

Section 4: Sales and Marketing Plan

  • Describe the products that the company will offer for sale and its unique selling proposition.
  • List the different advertising platforms that the business will use to get its message to customers.
  • Describe how the business plans to price its products in a way that allows it to make a profit.
  • Give details on how the company’s products will be distributed to the target market and the shipping method.

Section 5: Management Plan

  • Describe the organizational structure of the company.
  • List the owners of the company and their ownership percentages.
  • List the key executives, their roles, and remuneration.
  • List any internal and external professionals that the company plans to hire, and how they will be compensated.
  • Include a list of the members of the advisory board, if available.

Section 6: Operating Plan

  • Describe the location of the business, including office and warehouse requirements.
  • Describe the labor requirement of the company. Outline the number of staff that the company needs, their roles, skills training needed, and employee tenures (full-time or part-time).
  • Describe the manufacturing process, and the time it will take to produce one unit of a product.
  • Describe the equipment and machinery requirements, and if the company will lease or purchase equipment and machinery, and the related costs that the company estimates it will incur.
  • Provide a list of raw material requirements, how they will be sourced, and the main suppliers that will supply the required inputs.

Section 7: Financial Plan

  • Describe the financial projections of the company, by including the projected income statement, projected cash flow statement, and the balance sheet projection.

Section 8: Appendices and Exhibits

  • Quotes of building and machinery leases
  • Proposed office and warehouse plan
  • Market research and a summary of the target market
  • Credit information of the owners
  • List of product and/or services

Related Readings

Thank you for reading CFI’s guide to Business Plans. To keep learning and advancing your career, the following CFI resources will be helpful:

  • Corporate Structure
  • Three Financial Statements
  • Business Model Canvas Examples
  • See all management & strategy resources
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Business Plan Table of Contents

Business Plan Table of Contents

Welcome to our comprehensive guide on mastering the art of creating an effective Business Plan Table of Contents. As an entrepreneur or business owner, you understand the importance of having a well-structured and organized roadmap for your business. A Business Plan serves as the foundation for your venture, outlining your goals, strategies, and financial projections. However, the Table of Contents often gets overlooked, even though it plays a crucial role in guiding readers through your plan.

In this blog post, we will explore the definition and importance of a Business Plan, as well as the purpose of a Table of Contents within it. We will provide an overview of the key sections of a Business Plan, such as the Executive Summary, Company Description, Market Analysis, Marketing and Sales Strategy, and more.

Next, we will delve into the components of a Business Plan Table of Contents, including the cover page, table of contents itself, executive summary, and various sections of the plan. We will also discuss the role of appendices and supporting documents in providing additional credibility to your plan.

To help you create an effective Table of Contents, we will share valuable tips on organizing the sections in a logical and cohesive manner, as well as formatting and presentation techniques for clear headings and subheadings. We will also provide guidance on updating the Table of Contents to reflect any changes made to the plan’s content.

By the end of this guide, you will understand the importance of a well-structured Table of Contents and its impact on the overall effectiveness of your Business Plan. You will be equipped with the knowledge and skills to create a comprehensive and reader-friendly roadmap for your business.

So, let’s dive in and discover how to master the art of Business Plan Table of Contents and create an effective roadmap for your entrepreneurial journey!

Effective Communication and Order Management

Effective communication and efficient order management are vital components of a successful business plan. In this section, we will explore the importance of establishing clear lines of communication within your organization and implementing effective strategies for managing orders.

Clear and concise communication is essential for ensuring that everyone within your organization is on the same page. It allows for seamless collaboration, minimizes misunderstandings, and promotes a cohesive working environment. Whether it’s communicating with employees, stakeholders, or customers, effective communication lays the foundation for a well-functioning business.

Within your business plan, you should outline your communication strategies, including the channels you will use to communicate with different stakeholders. This may include regular team meetings, email updates, project management tools, or even a dedicated communication platform. By clearly defining these channels, you create a roadmap for efficient communication that aligns with your business goals.

Additionally, effective order management is crucial for businesses that sell products or provide services. Managing orders efficiently ensures timely delivery, customer satisfaction, and streamlined operations. Your business plan should outline the processes and systems you will implement to manage orders effectively.

Consider including information on order tracking systems, inventory management procedures, and fulfillment processes. Detail how orders will be received, processed, and fulfilled, including any technologies or software you will utilize to streamline these processes. By clearly outlining your order management strategies, you demonstrate to potential investors or lenders that you have a solid plan in place to handle customer orders and deliver exceptional service.

Moreover, it is important to address any potential challenges or risks that may arise in the realm of communication and order management. This demonstrates your ability to proactively identify and mitigate potential issues. For example, you may discuss how you will handle customer complaints, resolve order discrepancies, or address any supply chain disruptions. By addressing these challenges upfront, you showcase your preparedness and commitment to providing a seamless customer experience.

In conclusion, effective communication and order management are integral components of a well-rounded business plan. By devoting a section to these critical areas, you demonstrate your commitment to clear communication within your organization and efficient handling of customer orders. By outlining your strategies, processes, and potential challenges, you build confidence in your ability to execute your business plan successfully. So, let’s move forward and explore the next section of our comprehensive guide on Business Plan Table of Contents.

Executive Summary

The Executive Summary is a critical section of the Business Plan Table of Contents as it serves as an overview of the entire plan. It is typically the first section that potential investors, lenders, or stakeholders will read, making it essential to capture their attention and provide a concise summary of your business concept.

In this section, you need to provide a high-level summary of your business idea, highlighting the key elements of your plan. While it appears at the beginning of the document, it is often recommended to write the Executive Summary last, as it requires a comprehensive understanding of the entire business plan.

To create an impactful Executive Summary, focus on the most important aspects of your business. Start by introducing your company and its mission, vision, and values. This provides a glimpse into the overarching goals and aspirations that drive your business.

Next, highlight the unique selling points of your products or services. What sets your offerings apart from competitors? Clearly articulate the value that your business brings to the market and how it addresses customer needs or pain points.

Include a brief overview of your target market and the potential for growth. Demonstrate your understanding of the industry landscape, including market trends, customer demographics, and competitive analysis. This shows that you have conducted thorough research and have a solid grasp of your market’s dynamics.

Financial projections are another crucial element to include in the Executive Summary. Provide a snapshot of your expected revenue, profit margins, and growth projections. This gives potential investors a glimpse into the financial viability of your business and showcases your ability to generate returns.

Lastly, conclude the Executive Summary with a strong closing statement that reinforces the potential of your business and highlights your competitive advantage. Use compelling language to leave a lasting impression on the reader and pique their interest to explore the rest of your business plan.

Remember, brevity is key in the Executive Summary. Aim to keep it concise, usually within one to two pages. While it should provide an overview of your business plan, it should also entice the reader to delve deeper into the document for more detailed information.

In conclusion, the Executive Summary is a vital section of the Business Plan Table of Contents. It effectively summarizes your business concept, unique selling points, target market, financial projections, and competitive advantage. By crafting a compelling and concise Executive Summary, you can capture the attention of potential investors and stakeholders, encouraging them to further explore your business plan. Now let’s move on to the next section of our comprehensive guide.

Company Description

The Company Description section of a Business Plan provides a comprehensive overview of your organization. It serves as an introduction to your company, highlighting its background, mission, vision, and key details that make it unique.

Start by providing a brief history of your company, including its founding date and the story behind its establishment. Discuss the inspiration or motivation that led to the creation of your business. This narrative can help create an emotional connection with readers and showcase the passion and dedication behind your venture.

Next, define the mission and vision statements of your company. The mission statement should encapsulate the purpose of your business and the value it aims to deliver to customers. It should reflect your core principles and goals. The vision statement, on the other hand, outlines your long-term aspirations and how you envision your company’s future success.

In this section, it is also important to highlight the unique aspects of your company. What sets you apart from competitors? This can include factors such as innovative technology, exceptional customer service, sustainable practices, or a proprietary product. Emphasize your competitive advantage and explain why customers should choose your company over others in the market.

Additionally, provide details on the legal structure and ownership of your organization. Specify whether you are a sole proprietorship, partnership, limited liability company (LLC), or corporation. Include information on any key shareholders or stakeholders who play a significant role in the company’s operations.

Furthermore, if your company has achieved any significant milestones or accomplishments, such as awards, patents, or partnerships, highlight them in this section. This helps to build credibility and showcases your track record of success.

Lastly, consider including a section on your company culture and values. This can include information on your approach to employee engagement, diversity and inclusion initiatives, and any philanthropic efforts your company supports. Demonstrating a strong company culture can attract top talent and foster a positive working environment.

In conclusion, the Company Description section provides an overview of your organization, its history, mission, vision, unique selling points, legal structure, and ownership. It sets the stage for the rest of your business plan, giving readers a clear understanding of your company’s identity and what makes it special. Now, let’s explore the next section of our comprehensive guide on Business Plan Table of Contents.

Products and Services

The Products and Services section of your Business Plan Table of Contents is where you provide a comprehensive description of the offerings your company provides to customers. This section plays a crucial role in demonstrating the value and uniqueness of your products or services.

Begin by providing a detailed description of each product or service your company offers. Explain how they meet the needs and solve the pain points of your target market. Include information on the features, functionality, and benefits of each offering. Use clear and concise language to ensure that readers fully understand what sets your products or services apart from the competition.

In addition to describing your products or services, it is important to highlight their unique selling points (USPs). These are the factors that differentiate your offerings from similar ones in the market. USPs can include aspects such as superior quality, affordability, customization options, or innovative features. Clearly articulate why customers should choose your products or services over those offered by competitors.

Furthermore, discuss any intellectual property or proprietary technology associated with your offerings. If you have patents, copyrights, or trademarks, highlight them in this section. Intellectual property protection can provide a competitive advantage and add value to your products or services.

Another important aspect to consider is the lifecycle of your products or services. Discuss any plans for future enhancements, upgrades, or new releases. This demonstrates your commitment to continuous improvement and staying ahead of market trends.

To further strengthen your business plan, consider including case studies or testimonials from satisfied customers. These real-life examples can provide concrete evidence of the value and benefits your products or services deliver. They can also help establish credibility and build trust with potential investors or lenders.

Lastly, discuss your pricing strategy for your products or services. Explain the rationale behind your pricing model, including factors such as production costs, competitive analysis, and perceived value. It is important to strike a balance between affordability for customers and profitability for your business.

In conclusion, the Products and Services section of your Business Plan Table of Contents provides a detailed overview of the offerings your company provides. By clearly describing your products or services, highlighting their unique selling points, and discussing future plans, you can demonstrate the value and potential of your offerings. Now, let’s move on to the next section of our comprehensive guide on Business Plan Table of Contents.

Market Analysis

The Market Analysis section of your Business Plan Table of Contents is a critical component that provides an in-depth understanding of your target market, industry trends, and competitive landscape. This section demonstrates your knowledge of the market dynamics and your ability to identify opportunities for success.

Begin by clearly defining your target market. Identify the specific demographics, characteristics, and behavior patterns of your ideal customers. This includes factors such as age, gender, location, income level, and interests. By clearly defining your target market, you can tailor your marketing and sales strategies to effectively reach and engage your potential customers.

Next, conduct a comprehensive analysis of the market size and potential growth. Utilize market research data and industry reports to understand the current market trends, demand patterns, and growth projections. This information helps you assess the market’s attractiveness and potential for your products or services.

Additionally, analyze the competition in your market. Identify your direct and indirect competitors, their strengths and weaknesses, and their market share. This analysis allows you to understand the competitive landscape and identify strategies to differentiate yourself from competitors. Highlight your competitive advantage and how it positions you for success in the market.

Consider including a SWOT analysis (Strengths, Weaknesses, Opportunities, and Threats) in this section. This analysis provides a comprehensive overview of your company’s internal strengths and weaknesses, as well as external opportunities and threats. It helps you identify areas where you can leverage your strengths, address weaknesses, capitalize on opportunities, and mitigate potential threats.

Furthermore, discuss any regulatory or legal factors that may impact your business. This can include industry-specific regulations, licensing requirements, or environmental considerations. Understanding and addressing these factors demonstrates your commitment to compliance and responsible business practices.

To further enhance your market analysis, consider conducting primary research such as surveys, focus groups, or interviews with potential customers. This can provide valuable insights into their needs, preferences, and pain points, allowing you to refine your products or services to better meet their expectations.

In conclusion, the Market Analysis section of your Business Plan Table of Contents provides a comprehensive understanding of your target market, industry trends, and competitive landscape. By conducting a thorough analysis, you can identify opportunities, assess market potential, and develop effective strategies to differentiate yourself from competitors. Now, let’s move on to the next section of our comprehensive guide on Business Plan Table of Contents.

Marketing and Sales Strategy

The Marketing and Sales Strategy section of your Business Plan Table of Contents outlines your approach to promoting and selling your products or services. This section demonstrates your understanding of your target market, your strategies for reaching them, and your plans for generating revenue.

Begin by clearly defining your marketing objectives. What are the specific goals you aim to achieve through your marketing efforts? This can include objectives such as increasing brand awareness, expanding market share, driving website traffic, or generating leads. By setting clear objectives, you can align your marketing strategies and tactics accordingly.

Next, outline your marketing strategies. How do you plan to reach and engage your target market? This can include a mix of online and offline marketing channels such as social media, content marketing, search engine optimization (SEO), email marketing, advertising, events, and public relations. Discuss the rationale behind your chosen strategies and how they align with your target market’s preferences and behavior.

In addition to marketing strategies, outline your pricing and distribution plans. Discuss your pricing strategy and how it aligns with your target market’s willingness to pay, competitive pricing, and profitability goals. Detail your distribution channels, whether it’s through direct sales, e-commerce platforms, retail partnerships, or wholesalers. Explain how your chosen distribution channels will allow you to reach your target market effectively.

Consider including a section on your sales forecasts and projections. This can include expected sales volumes, revenue targets, and growth projections over a specific timeframe. Use market research, historical data, and industry benchmarks to inform your sales projections. This demonstrates your ability to forecast and anticipate revenue streams.

Furthermore, discuss your customer relationship management (CRM) strategies. How do you plan to build and maintain relationships with your customers? This can include customer service policies, loyalty programs, feedback mechanisms, or personalized communication strategies. Emphasize the importance of customer satisfaction and retention in driving long-term success.

Lastly, it is important to monitor and measure the effectiveness of your marketing and sales efforts. Discuss the key performance indicators (KPIs) you will track to evaluate the success of your strategies. This can include metrics such as website traffic, conversion rates, customer acquisition costs, customer lifetime value, or return on investment (ROI). By regularly analyzing and adjusting your strategies based on data-driven insights, you can optimize your marketing and sales efforts for maximum impact.

In conclusion, the Marketing and Sales Strategy section of your Business Plan Table of Contents outlines your approach to promoting and selling your offerings. By defining your marketing objectives, strategies, pricing and distribution plans, sales forecasts, and CRM strategies, you demonstrate a comprehensive and well-rounded approach to reaching your target market and generating revenue. Now, let’s move on to the next section of our comprehensive guide on Business Plan Table of Contents.

Organizational Structure and Management

The Organizational Structure and Management section of your Business Plan Table of Contents provides an overview of the key personnel and the structure of your organization. This section demonstrates your ability to effectively manage and lead your team, ensuring that all roles and responsibilities are clearly defined.

Start by introducing the key personnel in your organization. Provide brief profiles and backgrounds of the founders, executives, and other key team members. Highlight their expertise, skills, and experience that make them well-suited for their respective roles. This helps build credibility and confidence in your team’s ability to execute the business plan.

Next, outline the organizational structure of your company. Discuss the hierarchy and reporting lines within your organization. This includes detailing the different departments or functional areas, such as operations, marketing, finance, and human resources. Clearly define the roles and responsibilities of each team member to ensure clarity and accountability.

Consider including an organizational chart to visually represent the structure of your company. This visual representation helps readers understand the reporting relationships and the overall flow of information within your organization.

Furthermore, discuss your management style and approach. How do you plan to lead and motivate your team? Highlight any leadership philosophies, values, or principles that guide your management practices. Emphasize your commitment to fostering a positive and inclusive work culture that values collaboration, innovation, and continuous learning.

In addition to your internal team, discuss any external advisors, consultants, or board members who provide guidance and expertise to your organization. Highlight their qualifications and the specific areas in which they contribute to your business’s growth and success.

Lastly, briefly touch upon your succession planning strategies. Outline your plans for developing and grooming future leaders within your organization. This demonstrates your long-term vision and commitment to building a sustainable and resilient organization.

In conclusion, the Organizational Structure and Management section of your Business Plan Table of Contents provides an overview of the key personnel and the structure of your organization. By introducing your team, outlining the organizational structure, discussing your management style, and addressing succession planning, you demonstrate your ability to effectively manage and lead your organization. Now, let’s move on to the next section of our comprehensive guide on Business Plan Table of Contents.

Operations and Production

The Operations and Production section of your Business Plan Table of Contents outlines the practical aspects of running your business, including location, facilities, production processes, and capacities. This section demonstrates your ability to effectively manage and execute the day-to-day operations of your company.

Start by discussing the location and facilities of your business. Describe the physical space where your operations will be conducted, whether it’s a commercial space, office building, or manufacturing facility. Highlight any unique features or advantages of your chosen location, such as proximity to suppliers, target market, or transportation infrastructure.

Next, provide an overview of your production processes and capacities. Detail the step-by-step processes involved in creating your products or delivering your services. Discuss any equipment, technology, or machinery that you will utilize in your production processes. Include information on the capacity of your production facilities and how it aligns with your projected demand.

Consider discussing any key partnerships or suppliers that play a crucial role in your operations. Highlight the relationships you have established and how they contribute to the efficiency and quality of your operations. This demonstrates your ability to manage and maintain important business relationships.

Furthermore, address any regulatory or compliance considerations that are relevant to your operations. This can include health and safety regulations, environmental regulations, or industry-specific compliance requirements. Discuss the steps you will take to ensure compliance and mitigate any associated risks.

Additionally, discuss any plans for scalability and expansion in this section. Outline how you will accommodate future growth in your operations and production capacity. This can include strategies such as investing in additional equipment, hiring more staff, or expanding into new markets.

Lastly, address any potential challenges or risks that may arise in your operations. This can include supply chain disruptions, equipment failures, or changes in market demand. By identifying these challenges upfront, you demonstrate your ability to proactively manage and mitigate risks.

In conclusion, the Operations and Production section of your Business Plan Table of Contents provides an overview of the practical aspects of running your business. By discussing your location, facilities, production processes, capacities, partnerships, compliance considerations, scalability plans, and addressing potential challenges, you demonstrate your ability to efficiently manage your operations. Now, let’s move on to the next section of our comprehensive guide on Business Plan Table of Contents.

Financial Projections

The Financial Projections section of your Business Plan Table of Contents provides a detailed analysis of your company’s financial forecasts, including sales projections, income statements, balance sheets, cash flow projections, and key financial ratios. This section demonstrates your ability to forecast and manage the financial aspects of your business.

Start by discussing your sales forecasts. Provide a breakdown of your projected sales volumes, revenue streams, and pricing assumptions. This can be based on market research, historical data, or industry benchmarks. Clearly outline the factors that contribute to your sales projections, such as market demand, customer acquisition strategies, and growth opportunities.

Next, include your income statements, balance sheets, and cash flow projections. These financial statements provide a comprehensive overview of your company’s financial health and viability. Detail your projected revenues, expenses, assets, and liabilities over a specific timeframe, usually three to five years. This allows potential investors or lenders to assess the profitability and sustainability of your business.

Consider including a break-even analysis in this section. This analysis helps determine the point at which your business generates enough revenue to cover its expenses. It demonstrates your understanding of the financial viability of your business model and the time it will take to reach profitability.

Furthermore, discuss the key financial ratios that are relevant to your industry. These ratios can include liquidity ratios, profitability ratios, efficiency ratios, or solvency ratios. Analyze and interpret these ratios to showcase your understanding of financial performance and your ability to make informed financial decisions.

Additionally, address any funding requirements or capital investments needed to support your business operations. If you are seeking external financing, outline your plans for securing funding, whether through loans, equity investments, or grants. This demonstrates your financial acumen and your ability to manage capital effectively.

Lastly, discuss any contingency plans or risk management strategies related to your financial projections. Identify potential risks or challenges that may impact your financial performance and outline your plans to mitigate these risks. This demonstrates your ability to proactively manage financial uncertainties.

In conclusion, the Financial Projections section of your Business Plan Table of Contents provides a detailed analysis of your company’s financial forecasts, including sales projections, income statements, balance sheets, cash flow projections, and key financial ratios. By presenting comprehensive and realistic financial projections, you demonstrate your financial acumen and your ability to manage the financial aspects of your business effectively. Now, let’s move on to the next section of our comprehensive guide on Business Plan Table of Contents.

The Appendices section of your Business Plan Table of Contents provides additional supporting documents that enhance the credibility and depth of your plan. While the main body of the business plan contains the essential information, the appendices allow you to include more detailed data, research, or financial statements that may be of interest to potential investors or lenders.

Consider including market research data in your appendices. This can include surveys, focus group results, or industry reports that provide valuable insights into your target market, customer preferences, and market trends. Including this data demonstrates your commitment to thorough research and your understanding of the market dynamics.

Additionally, you may include any legal or regulatory documents that are relevant to your business. This can include licenses, permits, patents, trademarks, or copyrights. These documents provide evidence of your compliance with legal requirements and can add credibility to your business.

Financial statements are an important component of the appendices. Include detailed income statements, balance sheets, and cash flow statements for the projected period. These financial statements offer a comprehensive view of your company’s financial health and allow potential investors or lenders to assess your financial viability.

You may also consider including any relevant contracts or agreements in the appendices. This can include partnerships, supplier agreements, lease agreements, or distribution agreements. These documents validate your business relationships and provide a complete picture of your operations and partnerships.

Furthermore, if you have any testimonials or case studies from satisfied customers, you can include them in the appendices. These real-life examples can demonstrate the value and quality of your products or services, adding credibility to your business.

Lastly, consider including any other relevant documents that support your business plan. This can include resumes of key team members, press releases, or any other documentation that strengthens your case and provides additional insights into your business.

In conclusion, the Appendices section of your Business Plan Table of Contents provides additional supporting documents that enhance the credibility and depth of your plan. By including market research data, financial statements, legal documents, testimonials, and relevant agreements, you showcase your thoroughness and provide a more comprehensive view of your business. Now, let’s move on to the next section of our comprehensive guide on Business Plan Table of Contents.

Tips for Creating an Effective Business Plan Table of Contents

Creating an effective Business Plan Table of Contents is crucial to ensure that your plan is well-organized, easy to navigate, and provides a clear roadmap for readers. Here are some valuable tips to help you create an impactful Table of Contents for your business plan:

  • Organizing the Table of Contents:
  • Structure: Organize your sections in a logical and sequential order that flows naturally. Start with an overview and progress through the different aspects of your business.
  • Grouping: Group related sections together to create a cohesive flow. For example, place sections related to marketing and sales strategies in close proximity to each other.
  • Subsections: If your business plan has subsections within each section, consider using indents or bullet points to clearly differentiate them within the Table of Contents.
  • Formatting and Presentation:
  • Clear Headings: Use clear and descriptive headings for each section. Avoid using generic or vague titles that do not provide a clear indication of the content.
  • Font Styles: Use consistent font styles throughout the Table of Contents. Choose a font that is easy to read and aligns with the overall design of your business plan.
  • Page Numbers: Include the page numbers for each section in the Table of Contents. Ensure that the page numbers are accurate and updated if any changes are made to the plan’s content.
  • Updating the Table of Contents:
  • Revisions: As you make revisions to your business plan, remember to update the Table of Contents accordingly. Ensure that the page numbers are accurate and reflect any changes made.
  • Renumbering: If you add or remove sections, renumber the sections and subsections throughout the Table of Contents to maintain consistency.
  • Cross-Referencing: If your business plan includes cross-references between sections, ensure that these references are accurately reflected in the Table of Contents.

By following these tips, you can create a well-structured and user-friendly Table of Contents for your business plan. A clear and organized Table of Contents not only makes it easier for readers to navigate through your plan but also demonstrates your attention to detail and professionalism.

In conclusion, the Table of Contents is an essential component of your business plan. It provides a clear roadmap for readers and allows them to quickly access the information they need. By organizing the Table of Contents effectively, formatting it consistently, and keeping it updated, you can create a professional and impactful representation of your business plan. Now, let’s move on to the next section of our comprehensive guide on Business Plan Table of Contents.

Congratulations! You have reached the end of our comprehensive guide on creating an effective Business Plan Table of Contents. Throughout this blog post, we have explored the importance of a well-structured Table of Contents and its impact on the overall effectiveness of your business plan.

We began by understanding the definition and significance of a business plan, recognizing it as the foundation of your venture. We then delved into each section of the Business Plan Table of Contents, providing in-depth insights and tips for crafting compelling content.

From the Executive Summary to the Company Description, Market Analysis to Marketing and Sales Strategy, Organizational Structure and Management to Operations and Production, and Financial Projections to Appendices, we covered every key aspect of a business plan. Each section plays a critical role in showcasing your vision, strategy, market understanding, organizational capabilities, and financial projections.

We also provided valuable tips for creating an effective Table of Contents, emphasizing the importance of logical organization, clear headings, consistent formatting, and regular updates. A well-structured Table of Contents enhances the readability and usability of your business plan, guiding readers through its contents with ease.

Remember, your business plan is a living document that should be regularly reviewed, revised, and updated to reflect the evolving nature of your business. As you make any changes, ensure that the Table of Contents accurately represents the content within your plan.

By following the guidelines and tips outlined in this blog post, you can create a comprehensive and professional Business Plan Table of Contents that impresses potential investors, lenders, and stakeholders. A well-crafted business plan not only serves as a roadmap for your own success but also demonstrates your commitment, knowledge, and preparedness to external parties.

We hope that this guide has provided you with valuable insights and practical advice to create an effective Business Plan Table of Contents. Now it’s time for you to put this knowledge into action and craft a compelling business plan that sets you on the path to success.

Remember, a business plan is just the beginning. The real work lies in executing your strategies, adapting to market changes, and continuously refining your approach. Embrace the journey, stay focused, and keep striving for excellence.

All the best in your entrepreneurial endeavors!

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Use This Business Plan Format to Expertly Write Your Plan

Written by Dave Lavinsky

Growthink.com Business Plan Format

When you’re starting a new business, having a solid business plan is super important. But knowing how to format that plan can be tricky. A good business plan format helps you organize your ideas, set clear goals, and show others why your business will succeed. In this guide, we’ll break down what a business plan format should look like, so you can create a plan that’s easy to follow and gets you the results you want. Whether you’re looking for investors or just want a clear path forward, getting your business plan format right is the first step to success.

Download our Ultimate Business Plan Template here >

How to Format Your Business Plan: The Cover Sheet

Every business plan should begin with a simple business plan cover page including the business name, your name and contact information. An easy to read table of contents should follow.

Example Business Plan Table of Contents

I: Executive Summary      a. Business Overview      b. Success Factors      c. Financial Highlights

II: Company Overview      a. Who is [Company Name]?      b. [Company Name]’s History      c. [Company Name]’s Products & Services

III: Industry Analysis      a. Industry Trends

IV: Customer Analysis      a. Customer Segmentation

V: Competitive Analysis      a. Direct & Indirect Competitors      b. Competitive Advantage

VI: Marketing Plan      a. The [Company Name] Brand      b. Promotions Strategy      c. Pricing Strategy

VII: Operations Plan      a. Functional Roles      b. Goals and Milestones

VIII: Management Team      a. Management Team Members      b. Hiring Plan

IX: Financial Plan      a. Revenue Model      b. Revenue and Cost Drivers      c. Key Assumptions & Forecasts

X: Appendix

The cover sheet should leave no question for readers to be able to identify the business plan when it is in a stack with dozens of others on their desk. The table of contents allows them to easily refer to sections within the plan. For example, after reading the executive summary, some investors with an eye for numbers may turn directly to the financial plan and statements. Proper business plan format allows readers to quickly get the information they want.

Example Business Plan Format

There are 10 business plan components or sections that every entrepreneur and business owner must include in their plan. These include:

  • Executive summary
  • Company overview
  • Industry analysis
  • Customer analysis
  • Competitive analysis
  • Marketing plan
  • Operations plan
  • Management team
  • Financial plan

You should recognize these if you’ve ever worked with the best business plan template .

Formatting your business plan with charts and graphs is welcomed to break up long blocks of text. However, charts and graphs shouldn’t be used for their own sake. They must make the information easier to pass on than text would.

The business plan format that investors and lenders expect includes the following 10 sections. You can download our business plan format pdf here, to help you get started. We’ve included important notes in each section specific to business plan formatting to help you as you write your plan.

1. Start with Your Executive Summary

An executive summary gives readers a crisp overview of your business at the start of your plan. This section should not be more than two pages long and should include the following:

  • What is the business about?
  • Where and why did the idea of the business originate?
  • Who are the owners?
  • Which industry is it operating in?
  • What is its core function?
  • Where is it located?
  • How is it going to make money?
  • How much money (if any) is it already making?
  • What are its financial projections?

The best format for your executive summary is paragraphs. Utilizing bullets and headings is also useful formatting within an executive summary, as it aids the reader in scanning the content on the page.

2. Company Overview Section

The company overview is the perfect place to highlight the strengths of your business. This section gives the reader additional information about your products and/or services and describes your company’s past accomplishments.

Including the below in this section will provide further clarity about your business:

  • What type of business you are (e.g., C-Corporation, sole proprietor)
  • When your business started
  • Business’ accomplishments to date

The best formatting to use in this section is paragraphs to describe your company’s strengths and products/services. You should also include a chart that outlines your company’s achievements to date.

3. Industry or Market Analysis

The industry or market analysis gives the reader a clear understanding of your industry and the audience it serves. It includes a detailed explanation of your market size and trends.

Typically, the format of this section should be paragraphs. Feel free to include charts and graphs to best convey the information to the reader.

4. The Customer Analysis States Who Your Customers Are and What They Need

In this section of your plan, explain who your target customers are and identify their specific needs. Doing this will help you better target and attract customers.

5. Competitive Analysis

The Competitive Analysis section identifies your direct and indirect competitors. It discusses who they are and their strengths and weaknesses. It then details your areas of competitive advantages.

Whether your competitors are small or large businesses, describe them. Telling investors there are no competitors (big or small) often gives the impression that a market does not exist for your company.

With regards to formatting, use paragraphs to describe each competitor. As appropriate, adding a competitor matrix to show similarities and differences between your company and the competition can be very powerful.

6. Your Marketing Plan is a Key Section

The marketing & sales section of your business plan should outline how you plan to attract new customers and retain old ones. This section should outline the ways customers can be introduced to and engage with your offerings and describe how you will convert these prospects into paying customers.

Set marketing objectives that include the following (if applicable):

  • Introducing new products
  • Extending the market reach
  • Exploring new markets
  • Boosting sales
  • Cross-selling
  • Creating a long-term partnership with clients
  • Increasing prices without affecting sales
  • Creating a content marketing strategy

Organize your Marketing Plan into the 4 P’s – Price, Product, Promotions and Place. If you have multiple products or services, include a menu with each key item and its price.

7. The Operations Plan Format

Your Operations Plan identifies your key operational processes and milestones you expect to accomplish. Using a Gantt chart is a great way to show your expected future milestones. You can also format this section with tables that document the dates of future milestones.

8. You Need to Prove Your Management Team Can Execute

“A company is only as good as the people it keeps.” – Mary Kay Ash, American Entrepreneur and Businesswoman

The Management Team section of your business plan focuses on the people who run the business.

Who are the decision-makers, who is the product expert, who is the operations head, and who is running the entire show? A glimpse into the expertise and capabilities of your team members and how their experiences will help grow your business will boost stakeholder confidence.

To improve the formatting and best convey your management team to readers, consider adding an organizational chart that shows your team members and reporting structure.

9. Format Your Financial Plan

The goal of this section is to convince the reader that your business is stable and will be financially successful. Arm this section with past and/or forecasted cash flow statements, balance sheets, profit & loss statements, expense budgeting and sales forecasts.

If you run an operational business, include 3 years of historical data to help investors gain an understanding of how feasible your funding request is and if your business is capable of generating good returns.

Also include your funding request, if applicable, in this section. You should mention how much investment is required to take your business to the next significant milestone and how the money will be spent. You should also define if you are seeking debt or equity funding. If you are seeking debt financing like an SBA loan, ensure your financial projections include the debt and show steady repayments of both the principal and return under reasonable loan terms.

If you are seeking equity financing, you don’t need to include your valuation expectations in the business plan, but you should be aligned within your ownership team on the amount of equity you are willing to exchange before you pitch investors.

Example Financial Plan

Projected sales, gross profit & net income.

Business Plan Format financial projections

5 Year Annual Income Statement

FY 1 FY 2 FY 3 FY 4 FY 5
Revenues
Revenues $304,128 $332,600 $363,738 $397,790 $435,031
Direct Costs
Direct Costs $12,181 $12,675 $13,190 $13,726 $14,283
Salaries $58,251 $60,018 $61,839 $63,715 $65,648
Marketing Expenses $0 $0 $0 $0 $0
Rent/Utility Expenses $0 $0 $0 $0 $0
Other Expenses $12,135 $12,503 $12,883 $13,274 $13,676
Depreciation $6,000 $6,000 $6,000 $6,000 $6,000
Amortization $0 $0 $0 $0 $0
Interest Expense $8,000 $8,000 $8,000 $8,000 $8,000
Net Operating Loss $0 $0 $0 $0 $0
Use of Net Operating Loss $0 $0 $0 $0 $0
Taxable Income $207,560 $233,402 $261,825 $293,074 $327,422
Income Tax Expense $72,646 $81,690 $91,638 $102,576 $114,597
Net Profit Margin (%) 44.4% 45.6% 46.8% 47.9% 48.9%

5 Year Annual Balance Sheet

FY 1 FY 2 FY 3 FY 4 FY 5
Cash $171,675 $327,156 $500,888 $695,721 $831,683
Other Current Assets $26,200 $28,653 $31,336 $33,149 $36,252
Intangible Assets $0 $0 $0 $0 $0
Acc Amortization $0 $0 $0 $0 $0
Fixed Assets $30,000 $30,000 $30,000 $30,000 $30,000
Accum Depreciation $6,000 $12,000 $18,000 $24,000 $30,000
Preliminary Exp $0 $0 $0 $0 $0
Current Liabilities $6,961 $7,183 $7,412 $7,559 $7,800
Debt outstanding $80,000 $80,000 $80,000 $80,000 $0
Share Capital $0 $0 $0 $0 $0
Retained earnings $134,914 $286,626 $456,812 $647,311 $860,135

5 Year Annual Cash Flow Statement

FY 1 FY 2 FY 3 FY 4 FY 5
Net Income (Loss) $134,914 $151,711 $170,186 $190,498 $212,824
Change in Working Capital ($19,239) ($2,231) ($2,453) ($1,665) ($2,862)
Plus Depreciation $6,000 $6,000 $6,000 $6,000 $6,000
Plus Amortization $0 $0 $0 $0 $0
Fixed Assets ($30,000) $0 $0 $0 $0
Intangible Assets $0 $0 $0 $0 $0
Cash from Equity $0 $0 $0 $0 $0
Cash from Debt financing $80,000 $0 $0 $0 ($80,000)
Cash at Beginning of Period $0 $171,675 $327,156 $500,888 $695,721

10. Appendix

This section includes supporting documentation of your business case. This could include renderings of a planned store location, market research reports referenced in the plan, key supplier or buyer contracts that substantiate your financial projections or historical marketing and sales data.

Formatting Your Business Plan

Overall, business plans should use simple and standard formatting. Twelve point font size in a standard font like Arial or Times New Roman is best, as well as the standard margin size of one inch on each side. Pages should be numbered, and the name of the company should appear on each page in the header or footer.

Use charts whenever possible as it makes it much easier for readers to consume the information in your plan.

How to Finish Your Business Plan in 1 Day!

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With Growthink’s Ultimate Business Plan Template you can finish your plan in just 8 hours or less!

Click here to finish your business plan today.

OR, Let Us Develop Your Plan For You

Since 1999, Growthink has developed business plans for thousands of companies who have gone on to achieve tremendous success.

Click here to see how Growthink’s business plan consulting services can create your business plan for you.

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How to Write a Business Plan: 10 Easy Steps + Examples

Business Plan Template

Free Business Plan Template

  • Vinay Kevadia
  • June 13, 2024

22 Min Read

how to write a business plan

Is it possible to finish writing a detailed business plan in a day or two? (research included)

I don’t want to come off as some Messiah blabbering stuff, but it can be easily done with ChatGPT and many similar tools at your disposal.

I remember talking to a friend who spent almost a week outlining his plan.

As I spoke to him, I got to the bottom of why it is so tough for entrepreneurs.

You start working on a business plan with 100% motivation, but the anxiety—fear of accuracy, poor writing skills, complexity and length of your plan, and not having enough time—comes in and forces you to rethink.

Is it really something I should do?

I can help, just as I did to my friend.

Here’s a step-by-step business planning guide with necessary tips, tool recommendations, and mistakes to avoid to help you draft your business plan in less than a week.

It’s going to be a while, so buckle up. Let’s dive right in.

What is a Business Plan?

A business plan, in simple words, is a document that highlights a company’s goals and its plan to achieve them. A well-prepared business plan outlines the company’s mission statement, purpose, future goals, market research, go-to marketing plan, and financial projections.

It may also highlight your operational plan and introduce key staff responsible for managing day-to-day operations.

A well-versed business plan is undoubtedly critical in getting any business up, running, and successful.

Likewise, It’s your business’s key to documenting business models, project financials, and securing investor funding. In short, it is your business plan that turns your business idea into reality.

However, not all business plans are the same; it all depends on the purpose of your plan. Let’s understand it before we head to our how-to guide.

Knowing the purpose of your business plan

The following are mostly the reasons why people write business plans .

Let’s understand these and what could be done differently to make business plans more relevant to serve that purpose.

1. Securing financing from Investors/lenders

Starting with the most popular one—entrepreneurs usually write a business plan because they need funds. They use it to pitch to investors or lenders seeking financing, be it investor funding, government grants, or bank loans.

To make your business plan more appealing and relevant to investors, understand what they look for before investing in a business—clarity, potential return on investment, and risk mitigation.

So, emphasizing market analysis, providing accurate and realistic financial projections, and showcasing the expertise of your management could be a few things you could do differently in your plan to appeal to your investors.

2. Attracting partners and stakeholders

Starting up and growing an entire business all by yourself, it’s a huge task! You’re just starting, you don’t know everything, funds are limited, and so are the hours in a day. That’s why you need partners.

Partners and stakeholders play a crucial role in the success and sustainability of a business. To attract partners for your business, understand why they would be interested in working with you; it could be a shared value proposition, growth opportunities, and more.

Outlining shared values and vision, demonstrating competitive advantage, and detailing partnership opportunities are some of the things you should consider focusing on while seeking a co-founder for your business.

3. Setting and documenting business goals

It’s important for a founder to set realistic business goals to provide them with direction and a benchmark for success.

So, if your primary goal of writing a business plan is setting business goals, emphasize including KPIs, setting SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals, and establishing milestones for realistic deadlines.

4. Business growth & operations planning roadmap

This one is mostly required by well-established entrepreneurs planning to grow, expand, or optimize their business operations.

If you need help optimizing operations planning or planning to grow your business, focus on outlining your growth strategies, like how you plan to grow or scale, and detail operational processes, including supply chain management, quality control measures, and production processes.

Furthermore, do your research and identify potential risks or unforeseen threats involved and counter-measures to mitigate them.

Now that we have discussed knowing the purpose of your plan, let’s discuss the steps to write one.

How to write a business plan (10 easy steps)

Creating the first draft of your traditional business plan may seem like a time-consuming process, but it’s not.

(Of course, only with the right steps and correct approach)

Not really sure about it? Check out the quick steps to write a comprehensive business plan in a few hours.

how to write your business plan in easy steps

1. Prepare an executive summary

As the name suggests, an executive summary is a concise overview of your entire business plan. While it’s the first chapter of your plan, it is usually written at the end as a summary of all the sections.

Since your executive summary holds the weight of your 40-page plan in just a page or two, it should be written in a way that makes readers want to know more about your business and read further.

So the question here is— why would an investor want to know more?

For instance,

  • Are you indicating a significant market opportunity?
  • Is there a clear and exciting value proposition?
  • Do you have a sound business model and promising numbers?

These are just the examples. However, you should focus on clearly providing the information investors usually seek while reviewing a formal business plan.

Your executive summary should include the following info:

  • A clear description of your business concept.
  • Your mission statement, long-term vision, and business goals
  • Products or services you offer as well as your differentiator.
  • An overview of your target market
  • Your go-to-market strategy
  • An overview of your management team
  • Summary of your business financials
  • Your funding requirements (only if raising funds)

2. Provide a company overview

Next up—it’s your company overview. If you’ve ever been to an interview, you’d know the first question an interviewer asks.

Tell me something about yourself.

The company overview is just like that question. It provides your readers with basic background information about your business, such as what you do, your business model, your value proposition, and more.

I recently had a chat with Logan Mallory , VP of marketing at Motivosity , on the importance of value propositions, and he says,

“Don’t underestimate the power of a strong value proposition. Initially, we concentrated too much on product features rather than how they solved specific problems for our customers. This error diluted our message and made it difficult to stand out.”

He further added, “We pivoted by stressing our distinct approach to employee engagement, highlighting real-world success stories and tangible results. For example, we demonstrated how our platform reduced employee turnover at a mid-sized technology company by 20% in six months.”

Logan says this adjustment was more appealing to their target audience and investors. It clearly communicated the value they provided, which eventually helped.

While you can talk about your business all day, it’s wise to know what they want to learn and emphasize simply that.

Investors are generally looking for answers to these two fundamental questions: who are you, and what do you plan to do? Besides, your company description section should also include the necessary details like:

  • Your business structure (e.g. LLC, sole proprietorship, etc.)
  • Your business model
  • Vision, mission, and value proposition
  • Your industry
  • Business history and future goals

As mentioned before, with a boatload of information to tell about your business, it’s easier to distract and go sideways.

So make sure your company overview section is concise and to the point. And, of course, language to be easy to understand.

3. Perform market and industry analysis

You already knew your business inside-out when it came to writing the company description; this time, it is different. Now, you need to understand your market yourself before you go explaining it to others.

A market analysis is simply a part of your plan where you bring together all the information you have about your customers—who they are, where they live, why they will buy what you’re selling, and more.

A group of these customers is called your target market, they are the people you will sell your product or service to.

Your business can have multiple target markets, depending on your offerings.

For example: A bakery with a product line of various baked goods may target families, young professionals, as well as health-conscious consumers for their different sets of products.

Besides a specific and clear description of your target market, your market analysis should also include:

  • Market size and growth potential
  • Key market trends
  • List of regulations and licensing requirements

Make sure you present your numbers in a way that demonstrates how your market has grown over time and how you can take advantage of it.

4. Conduct competitive analysis

Similar to how market analysis is about knowing your target market, competitive analysis is about knowing your competitors. Knowing and understanding your competitors is an aspect when it comes to defining your business opportunity.

Every business on the planet Earth has some type of competition.

(Must be from Mars if they don’t!)

If you’re seriously unable to spot any competitors, try looking for the indirect ones—indirect competitors are other alternatives available in the market for your product or service.

For instance , If you are a coffee shop owner and there isn’t any coffee shop nearby, you may consider the restaurant across the road as your indirect competitor.

Once you’ve figured out your direct and indirect competitors, research their business, product or service offerings, marketing strategies, and more.

Conduct a SWOT analysis to understand how your strengths, weaknesses, opportunities, and threats are compared with them. It’s an easy way to determine your competitive edge in the market.

After you’ve done all this, you will have a much better understanding of your business as well as your competitors, which will eventually help in developing a clear differentiator. It can be anything from competitive pricing to improved offerings.

5. List your product and service offerings

This section is at the center of your plan, and the rest revolves around it. After all, your product and service are what brings in money for your business.

Your product and services section is a clear description of the product and/or service you are selling to your customers and how it solves their problems.

You may start by describing the customer pain points and problems that exist in the market. Followed by how you plan to solve that problem with your offerings.

The structure of your products and services sections may heavily vary depending on your business model.

For example: If you have a range of products, you may not require a detailed description and a long list of features. However, if you’re writing a traditional business plan for SaaS software, you need to make it as detailed as possible.

Your product or service description may include the following:

  • A detailed description of how your product or service works
  • Your product or service pricing model
  • Details on product development or procurement
  • How do you maintain quality standards

Besides the must-add info, focus on developing a compelling narrative around your product/service offerings. How will the users use your product, and how will it make an impact in their day-to-day lives?

Have you heard the old saying, “Facts tell, but stories sell?” This is something that draws in potential investors.

6. Develop a sales and marketing plan

Your sales and marketing plan explains how you will spread the word to your potential customers to sell your products.

However, the first thing your marketing plan should do is to position your product or service in the market appropriately.

How exactly should you position yourself? It depends. You can position yourself as a premium brand with the highest pricing but top-quality service. Or focus on competitive solutions.

Market positioning varies from business type to business model, so the information you gather during your competitive analysis will be useful. Refer to how your competitors are positioned and plan accordingly.

Once you’re done positioning yourself, bring in the information you have on your target customer to develop a winning marketing strategy.

Reasons? Depending on who your customers are, do they make online purchases, and how they buy products like you, you might need to plan different strategies to target your customers. It could be promoting your business on Instagram and TikTok to affiliate marketing, anything.

While your marketing strategy includes reaching potentially interested customers, the sales process starts once a customer has already shown interest in what you have to offer.

Getting the right mix of sales and marketing strategy is crucial for acquiring more customers.

7. Introduce your management team

Of course, the first thing investors look at is a great business idea and the product. However, they also look at the founder as well as the team behind the scenes they’re taking a bet on.

And this particular chapter helps them understand who’s running the show.

You should provide a brief introduction of each management team member, their qualifications, area of expertise, and the tasks they perform at the organization.

Make sure your management and organization section answers a few questions for investors: Do you have the key people for efficient operations? Do they have relevant industry experience? What are the roles you are actively seeking (if any)? And more.

Consider including an organizational chart to show your organization’s internal structure, including employee roles, responsibilities, and hierarchy. Explain how each individual contributes to the company’s success. This will make your investors feel confident about your core team.

team structure

8. Create a logistics and operations plan

Your operations plan is where you will talk about how your day-to-day business operations will look like.

Unlike some other chapters of your plan, an operations plan is an essential one for both investors as well as your internal team. Of course, you don’t need to be super specific or detailed when writing for yourself.

The basic components to include your operational plan are:

  • Vendors or suppliers
  • Manufacturing process
  • Supply chain management
  • Equipment and machinery
  • Inventory management
  • Facilities, and more.

The contents of your operations plan totally depend on your industry, product/services, how your business is structured, and who it is written for—internal team or lenders.

Let’s take it from an example:

Suppose you are a candle-making company (manufacturing business).

In this case, your operations plan may include raw-material requirements, machinery requirements, production process, quality control, distribution, and more. It will require a detailed description.

On the other hand, if you own a scented candle retail shop, the processes to include in your plan would be much less.

So, there cannot be a perfect template or structure to follow. Just understand your business and try to explain best how you manage your day-to-day operations.

9. Make accurate financial projections

Here comes the elephant in the room. Most entrepreneurs consider a financial plan as the most challenging one to mark as done. While it indeed is an important one for investors to consider, it isn’t as complicated as people think.

Similar to the previous section, the level of detail here also depends on your audience and the purpose of your plan. However, a typical startup financial plan includes the following financial statements and forecasts:

  • Profit and loss statement
  • Balance sheet
  • Cash flow statement
  • Sales forecast
  • Projected expenses

But how do you project financials and make these statements? Start by determining your financial requirements, followed by setting financial goals, analyzing current financials, and making future assumptions.

Preparing detailed forecasts simply using generic Excel templates can be challenging and time-consuming. You should consider using a financial forecasting tool for accurate and timely results.

10. Assemble a well-organized appendix

While the appendix cannot be considered a primary section of a business plan, this is the place for you to add additional data, charts, support documents, and other necessary information.

Although it is an optional chapter of your plan, having a well-organized appendix helps you add credibility to your plan with the necessary information and documentation backing your business idea.

Here’s a list of information or documents you should consider including:

  • Legal documents—Incorporation docs, licenses, and permits, etc.
  • Personnel details—organizational charts, personnel certifications, and degrees, etc.
  • Additional financial documents—Credit history, past and current financial statements, business assets, etc.
  • Supplementary information—sales and marketing materials, product blueprints and designs, etc.

11. Business plan cover page (optional)

Don’t judge a book by its cover.

The popularity of this metaphor doesn’t make it very accurate since most people form their perception just by looking at the “cover”.  I may sound like a philosopher speaking, but that’s true.

A compelling and well-designed cover page that reflects your brand and vision is essential to form a good first impression for potential investors and stakeholders.

Besides having a good design and using brand colors, make sure you include the following information on your cover:

  • Business name
  • Company logo
  • Tagline or motto
  • Business plan title and year
  • Prepared by
  • Contact information
  • Confidentiality statement

Remember, it’s optional to have a business plan cover page . While it is an excellent addition to your plan, don’t put extra effort into the design part; keep it simple.

Common business planning mistakes to avoid

As you’re reading this article, I suppose you’re creating a business plan for the very first time. A traditional business plan is generally a 30-40 page long document, and you’re bound to make mistakes, but we’ll help you skip the most common ones.

Here are the business planning mistakes entrepreneurs make that you should avoid:

1. Insufficient market research

Conducting thorough market research is a must before you write your business plan. Insufficient market research can result in inaccurate market understanding, wrongly defined target markets, irrelevant marketing strategies, and unrealistic financial projections.

In short, this is one mistake that can cost you your business.

2. Lack of focus on the customer

Your ultimate goal as a business owner must be to provide the best solution and meet customer needs. Lack of focus on customer requirements may result in dropped sales numbers and limited market penetration.

Keep checking on your customers, asking for their feedback, and improving your offerings to align with their requirements.

3. Overly optimistic financial projections

It’s your business, and it’s natural for you to imagine good things about it. This often leads to making unrealistic financial projections. Having overly optimistic financials can result in poor decision-making, losing investor trust, overspending cash in hand, and more.

4. Spending too much time planning

Planning is essential, but execution is where theory meets reality. Spending too much time planning can prevent you from taking timely action, resulting in several missed opportunities.

An effective plan should lead to actionable steps implemented within a reasonable timeframe.

5. Inconsistent monitoring and updating

A business plan isn’t a one-off document you create and forget about. Inconsistent monitoring and updating your business plan can lead to strategic inconsistencies and operational inefficiencies.

On the other hand, regularly updating your business plan helps you keep up with competitors, manage customer demands, address recent market trends, and efficiently track progress.

Tips for writing a compelling business plan

While a step-by-step guide helps you stick to the process and finish the task, tips are like best practices some field experts have used to make things easier.

Here are some tips on writing a business plan that can help you save a lot of time.

1. Determine the purpose of your business plan

As I mentioned up front in the article, this feels like an extra addition to the list. Anyways, knowing the purpose of your plan beforehand is super important.

The sole factor decides the text’s tone, what sections would be there, and what parts would be emphasized more than the others. If you fail here, I am not sure how your plan will turn out.

2. Know your audience

Knowing your audience, and the people reading your plan is essential to make your business plan specific to them. If you’re writing a business plan for your internal team, it would emphasize operations and marketing strategies more and less on the company description.

Likewise, it would point up financials if it were written for venture capitalists. The dynamics of a plan change as the audience reads it; that’s why it’s crucial to know your audience.

3. Get inspiration from sample business plans

You cannot draft the whole thing from scratch without a basic blueprint. Referring to sample business plans helps you have a basic understanding of the requirements of a business plan, and it can massively help in developing one.

Upmetrics has a library of 400+ sample business plans you can refer to. Select a business plan template and start planning.

4. Have someone review it for you

It’s common for us humans to overlook our mistakes. Having someone else review your plan would help you get a different perspective and may help you highlight a few aspects of your plan that you may have overlooked or missed.

Besides having someone else review your plan, you may also seek help from AI. AI tools like ChatGPT and Upmetrics can review your plan and give human-like feedback.

Reviewing and updating your business plan

Reality check: finishing the first draft of your business plan isn’t the end.

A business plan isn’t something you create once to keep it as it is forever. It is a dynamic document that requires timely revisions and updates to keep it relevant to the changing market trends.

Your first review will be just after you complete your first draft. Since you have just finished it, it may not require any significant changes. However, conducting a thorough review is crucial before you send it to investors.

The last thing you want is for them to reject your proposal because of a bunch of typos that could have easily been avoided.

Besides the first review, it’s suggested to follow a review cycle of 45 days to 6 months to stay relevant to the market and consumer shifts. It’s okay if you cannot have regular review meetings, but consider reassessing and updating your business plan and processes when there is a signifi cant market shift.

How to use AI to write your business plan

The rise of generative AI tools has changed the entire business planning process. AI tools like ChatGPT and Upmetrics can help simplify business planning concepts like competitor analysis, market segmentation, and target market.

Not just simplify, but they can help reduce time spent on activities like market research, competitor analysis, and financial planning by a huge margin.

The easiest way to plan today would be to collaborate with an AI business plan generator . We are not totally relying on AI to do it for you, but handing over the manual, complex, and boring tasks to be more productive.

Talking about the planning process—AI can help you brainstorm ideas, suggest marketing strategies, write sections of your plan, help in industry and market research, develop realistic financial projections, and more.

While AI has pros and cons for business planning, understanding all the things you can outsource to AI will help you get the most out of it.

Spend more time researching, less writing

Make business plans in minutes with AI

Plans starting from $7/month

table of contents for business plan example

Start writing your business plan

Let’s face it—preparing a business plan that lures investors requires putting in some serious work; there’s no secret sauce. But you must take the first step to stay ahead in the cut-throat competition; there is no way around it.

So, what are you waiting for? You have the steps to get started right here. It’s time to get into details—better understand your business and the value it offers to its consumers, get the right business planning tool , and start planning.

Free business plan templates and examples

Need help getting started writing a business plan? Here are business plan templates and examples to help you get started.

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Sample Business Plan Library

Explore over 400 real-world business plan examples from a wide variety of industries.

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One Page Business Plan Template

Use this simple one-page business plan template to immediately get started on your plan.

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Free Startup Business Plan Template

Use this simple startup business plan template to immediately get started on your plan.

Frequently Asked Questions

How long should a business plan be.

The ideal length of a business plan depends on the purpose of your business plan. However, a typical business plan can range from 15 to 35 pages and beyond, depending on what it is written for.

Can I use business plan software or templates?

Indeed. Using business plan software or templates is considered the most efficient and reliable method for creating a business plan. A business planning tool like Upmetrics allows you to import a template and start editing to help you create a business plan in no time.

How do I start writing a business plan?

Business planning is a thorough process divided into multiple steps. Starting with market and industry research to writing the executive summary, outlining the business idea, value proposition, and mission to company overview, products and services, and followed by the rest of the chapters, including financial projections.

Can I write a business plan myself?

Of course, you can. With many AI business plan generators and business plan templates available online, creating a business plan is easier than ever before. So, you can easily write a business plan yourself.

What are the types of business plans?

There are various types of business plans entrepreneurs create considering their different requirements. These include:

  • Traditional business plan
  • One page business plan
  • Lean business plan
  • Internal business plan

About the Author

table of contents for business plan example

Vinay Kevadiya

Vinay Kevadiya is the founder and CEO of Upmetrics, the #1 business planning software. His ultimate goal with Upmetrics is to revolutionize how entrepreneurs create, manage, and execute their business plans. He enjoys sharing his insights on business planning and other relevant topics through his articles and blog posts. Read more

Reach Your Goals with Accurate Planning

Business-Plan-Template

Free Business Plan Template

One of the reasons that so many small businesses fail is that they don't do the necessary up front work to create an accurate and realistic business plan. Creating a business plan doesn't guarantee success, but the process of writing a plan is critical for any successful new business. It isn't our goal to try to tell you everything you need to know about creating a business plan. Instead, our goal is to make the process easier by providing a professionally designed business plan template that you can edit easily using Word and Excel .

Business Plan Template

Business Plan Template

License : Private Use (not for distribution or resale)

Authors : Jon Wittwer and Jim Wittwer

Update (7/22/2016) : We've added a basic break-even analysis worksheet to the companion Excel workbook.

Description

This template provides a business plan outline with sample questions, tables, and a working table of contents. It was created for newer versions of Word and Excel (Office 2007 or later) so that you can easily change the fonts and color scheme and the file will be compatible with the mobile and web-based Word & Excel apps.

It is best to use Excel for financial statements, data tables and charts. So, we have provided a companion Excel workbook with these sample financial statements and other tables and graphs that you can copy and paste into your Word document.

The companion workbook combines many of the different spreadsheets you can find on Vertex42.com, but customized specifically for inclusion in a business plan.

Using the Business Plan Template

Editing headings and table of contents.

Word allows you to assign format Styles to text and paragraphs, and we've designed the template to use these Styles for defining headings, sub-headings, and figure captions.

If you want to add a new section so that the Table of Contents updates correctly, just add a new heading in the body of the document and assign it the Heading 1 or Heading 2 style.

To update the Table of Contents, go to the References tab and within the Table of Contents group of buttons, click on Update Table and then "Update entire table."

Copy/Paste From Excel to Word

For simple tables, you can use Copy/Paste (Ctrl+c / Ctrl+v) to copy a table from Excel to Word. This will typically paste the data as a formatted and editable table in Word, though none of the formulas will be functional within Word (and the table will not be linked to Excel). If you don't want the table to be editable in Word, you can "Paste as a Picture" using Paste Special or by choosing the "Picture" option when you right-click in Word to paste the table.

Important : When you paste a chart object into your business plan, make sure to "Paste as a Picture" because pasting the chart as an embedded object means that the entire spreadsheet becomes embedded in your Word document (even though what you see is only the chart).

If you want to insert a table into Word as a "Linked Object" so that when you edit Excel, the table in Word will update automatically, you may have a more difficult time preserving the formatting of the original. However, at the least the entire spreadsheet won't be embedded within your business plan Word document.

More Related Templates

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Resources for Writing a Business Plan

  • Write Your Business Plan at SBA.gov - Anybody starting a business should become familiar with the SBA (small business association). SBA.gov also has an online tool for creating a business plan .
  • YouTube: How to Write a Business Plan - Business Wales (3 minutes) - This video offers a quick overview and tips for the essential parts of a business plan.
  • YouTube: How to Write a Business Plan - Berkeley-Haas (71 minutes) - This presentation offers both the venture capitalist and entrepreneur perspective on how to write a business plan that can successfully attract funding.
  • Write Your Business Plan at Entrepreneur.com - A book written by the staff of a company that should know what they are talking about.
  • Sample Business Plans at bplans.com - Finding a business plan for similar businesses in your industry is a great way to get ideas for what to include in your plan. This site is a great resource for not only finding sample plans, but also for creating a business plan online using their step-by-step approach.

Other Free Business Plan Templates

  • Business Planning Template Gallery at SCORE.org - This nonprofit organization (supported by the SBA) has provided expertise and free mentorship for millions of small business owners. They also have a useful collection of templates.
  • Develop Your Business Plan at business.gov.au - This Australian Government site provides a really good business plan template for Word, including a detailed guide, questions to answer, and sample financial statements.

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Free PDF Business Plan Templates and Samples

By Joe Weller | September 9, 2020

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We’ve gathered the most useful collection of business plan PDF templates and samples, including options for organizations of any size and type.

On this page, you’ll find free PDF templates for a simple business plan , small business plan , startup business plan , and more.

Simple Business Plan PDF Templates

These simple business plan PDF templates are ready to use and customizable to fit the needs of any organization.

Simple Business Plan Template PDF

Simple Business Plan Template

This template contains a traditional business plan layout to help you map out each aspect, from a company overview to sales projections and a marketing strategy. This template includes a table of contents, as well as space for financing details that startups looking for funding may need to provide. 

Download Simple Business Plan Template - PDF

Lean Business Plan Template PDF

Lean Business Plan Template

This scannable business plan template allows you to easily identify the most important elements of your plan. Use this template to outline key details pertaining to your business and industry, product or service offerings, target customer segments (and channels to reach them), and to identify sources of revenue. There is also space to include key performance metrics and a timeline of activities. 

Download Lean Business Plan Template - PDF

Simple 30-60-90 Day Business Plan Template PDF

Simple 30-60-90 Day Business Plan Template

This template is designed to help you develop and implement a 90-day business plan by breaking it down into manageable chunks of time. Use the space provided to detail your main goals and deliverables for each timeframe, and then add the steps necessary to achieve your objectives. Assign task ownership and enter deadlines to ensure your plan stays on track every step of the way.

Download Simple 30-60-90 Day Business Plan Template

PDF | Smartsheet

One-Page Business Plan PDF Templates

The following single page business plan templates are designed to help you download your key ideas on paper, and can be used to create a pitch document to gain buy-in from partners, investors, and stakeholders.

One-Page Business Plan Template PDF

table of contents for business plan example

Use this one-page template to summarize each aspect of your business concept in a clear and concise manner. Define the who, what, why, and how of your idea, and use the space at the bottom to create a SWOT analysis (strengths, weaknesses, opportunities, and threats) for your business. 

Download One-Page Business Plan Template

If you’re looking for a specific type of analysis, check out our collection of SWOT templates .

One-Page Lean Business Plan PDF

One Page Lean Business Plan Template

This one-page business plan template employs the Lean management concept, and encourages you to focus on the key assumptions of your business idea. A Lean plan is not stagnant, so update it as goals and objectives change — the visual timeline at the bottom is ideal for detailing milestones. 

Download One-Page Lean Business Plan Template - PDF

One-Page 30-60-90 Day Business Plan Template

One Page 30-60-90 Day Business Plan Template

Use this business plan template to identify main goals and outline the necessary activities to achieve those goals in 30, 60, and 90-day increments. Easily customize this template to fit your needs while you track the status of each task and goal to keep your business plan on target. 

Download One-Page 30-60-90 Day Business Plan Template

For additional single page plans, including an example of a one-page business plan , visit " One-Page Business Plan Templates with a Quick How-To Guide ."

Small Business Plan PDF Templates

These business plan templates are useful for small businesses that want to map out a way to meet organizational objectives, including how to structure, operate, and expand their business.

Simple Small Business Plan Template PDF

Simple Small Business Plan Template

A small business can use this template to outline each critical component of a business plan. There is space to provide details about product or service offerings, target audience, customer reach strategy, competitive advantage, and more. Plus, there is space at the bottom of the document to include a SWOT analysis. Once complete, you can use the template as a basis to build out a more elaborate plan. 

Download Simple Small Business Plan Template

Fill-In-the-Blank Small Business Plan Template PDF

Simple Fill In The Blank Business Plan Template

This fill-in-the-blank template walks you through each section of a business plan. Build upon the fill-in-the-blank content provided in each section to add information about your company, business idea, market analysis, implementation plan, timeline of milestones, and much more.

Download Fill-In-the-Blank Small Business Plan Template - PDF

One-Page Small Business Plan Template PDF

One Page Business Plan For Small Business Template

Use this one-page template to create a scannable business plan that highlights the most essential parts of your organization’s strategy. Provide your business overview and management team details at the top, and then outline the target market, market size, competitive offerings, key objectives and success metrics, financial plan, and more.

Download One-Page Business Plan for Small Business - PDF

Startup Business Plan PDF Templates

Startups can use these business plan templates to check the feasibility of their idea, and articulate their vision to potential investors.

Startup Business Plan Template

Startup Business Plan Template

Use this business plan template to organize and prepare each essential component of your startup plan. Outline key details relevant to your concept and organization, including your mission and vision statement, product or services offered, pricing structure, marketing strategy, financial plan, and more.

‌Download Startup Business Plan Template

Sample 30-60-90 Day Business Plan for Startup

Sample 30-60-90 Day Business Plan for Startup

Startups can use this sample 30-60-90 day plan to establish main goals and deliverables spanning a 90-day period. Customize the sample goals, deliverables, and activities provided on this template according to the needs of your business. Then, assign task owners and set due dates to help ensure your 90-day plan stays on track.

‌Download Sample 30-60-90 Day Business Plan for Startup Template 

For additional resources to create your plan, visit “ Free Startup Business Plan Templates and Examples .”

Nonprofit Business Plan PDF Templates

Use these business plan PDF templates to outline your organization’s mission, your plan to make a positive impact in your community, and the steps you will take to achieve your nonprofit’s goals.

Nonprofit Business Plan Template PDF

Fill-in-the-Blank Nonprofit Business Plan Template

Use this customizable PDF template to develop a plan that details your organization’s purpose, objectives, and strategy. This template features a table of contents, with room to include your nonprofit’s mission and vision, key team and board members, program offerings, a market and industry analysis, promotional plan, financial plan, and more. This template also contains a visual timeline to display historic and future milestones.

Download Nonprofit Business Plan Template - PDF

One-Page Business Plan for Nonprofit Organization PDF 

One Page Business Plan for Nonprofit Organizations Template

This one-page plan serves as a good starting point for established and startup nonprofit organizations to jot down their fundamental goals and objectives. This template contains all the essential aspects of a business plan in a concise and scannable format, including the organizational overview, purpose, promotional plan, key objectives and success metrics, fundraising goals, and more.

Download One-Page Business Plan for Nonprofit Organization Template - PDF

Fill-In-the-Blank Business Plan PDF Templates

Use these fill-in-the-blank templates as a foundation for creating a comprehensive roadmap that aligns your business strategy with your marketing, sales, and financial goals.

Simple Fill-In-the-Blank Business Plan PDF

The fill-in-the-blank template contains all the vital parts of a business plan, with sample content that you can customize to fit your needs. There is room to include an executive summary, business description, market analysis, marketing plan, operations plan, financial statements, and more. 

Download Simple Fill-In-the-Blank Business Plan Template - PDF

Lean Fill-In-the-Blank Business Plan PDF

Fill-in-the-Blank Lean  Business Plan Template

This business plan is designed with a Lean approach that encourages you to clarify and communicate your business idea in a clear and concise manner. This single page fill-in-the-blank template includes space to provide details about your management team, the problem you're solving, the solution, target customers, cost structure, and revenue streams. Use the timeline at the bottom to produce a visual illustration of key milestones. 

Download Fill-In-the-Blank Lean Business Plan Template - PDF

For additional resources, take a look at " Free Fill-In-the-Blank Business Plan Templates ."

Sample Business Plan PDF Templates

These sample business plan PDF templates can help you to develop an organized, thorough, and professional business plan.

Business Plan Sample 

Basic Business Plan Sample

This business plan example demonstrates a plan for a fictional food truck company. The sample includes all of the elements in a traditional business plan, which makes it a useful starting point for developing a plan specific to your business needs.

Download Basic Business Plan Sample - PDF

Sample Business Plan Outline Template

Simple Business Plan Outline Template

Use this sample outline as a starting point for your business plan. Shorten or expand the outline depending on your organization’s needs, and use it to develop a table of contents for your finalized plan.

Download Sample Business Plan Outline Template - PDF

Sample Business Financial Plan Template

Business Financial Plan Template

Use this sample template to develop the financial portion of your business plan. The template provides space to include a financial overview, key assumptions, financial indicators, and business ratios. Complete the break-even analysis and add your financial statements to help prove the viability of your organization’s business plan.

Download Business Financial Plan Template

PDF  | Smartsheet

For more free, downloadable templates for all aspects of your business, check out “ Free Business Templates for Organizations of All Sizes .”

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Business Plan Executive Summary Example & Template

Kimberlee Leonard

Updated: Jun 3, 2024, 1:03pm

Business Plan Executive Summary Example & Template

Table of Contents

Components of an executive summary, how to write an executive summary, example of an executive summary, frequently asked questions.

A business plan is a document that you create that outlines your company’s objectives and how you plan to meet those objectives. Every business plan has key sections such as management and marketing. It should also have an executive summary, which is a synopsis of each of the plan sections in a one- to two-page overview. This guide will help you create an executive summary for your business plan that is comprehensive while being concise.

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The executive summary should mimic the sections found in the business plan . It is just a more concise way of stating what’s in the plan so that a reader can get a broad overview of what to expect.

State the company’s mission statement and provide a few sentences on what the company’s purpose is.

Company History and Management

This section describes the basics of where the company is located, how long it has been in operation, who is running it and what their level of experience is. Remember that this is a summary and that you’ll expand on management experience within the business plan itself. But the reader should know the basics of the company structure and who is running the company from this section.

Products or Services

This section tells the reader what the product or service of the company is. Every company does something. This is where you outline exactly what you do and how you solve a problem for the consumer.

This is an important section that summarizes how large the market is for the product or service. In the business plan, you’ll do a complete market analysis. Here, you will write the key takeaways that show that you have the potential to grow the business because there are consumers in the market for it.

Competitive Advantages

This is where you will summarize what makes you better than the competitors. Identify key strengths that will be reasons why consumers will choose you over another company.

Financial Projections

This is where you estimate the sales projections for the first years in business. At a minimum, you should have at least one year’s projections, but it may be better to have three to five years if you can project that far ahead.

Startup Financing Requirements

This states what it will cost to get the company launched and running. You may tackle this as a first-year requirement or if you have made further projections, look at two to three years of cost needs.

The executive summary is found at the start of the business plan, even though it is a summary of the plan. However, you should write the executive summary last. Writing the summary once you have done the work and written the business plan will be easier. After all, it is a summary of what is in the plan. Keep the executive summary limited to two pages so that it doesn’t take someone a long time to peruse what the summary says.

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It might be easier to write an executive summary if you know what to expect. Here is an example of an executive summary that you can use as a template.

table of contents for business plan example

Bottom Line

Writing an executive summary doesn’t need to be difficult if you’ve already done the work of writing the business plan itself. Take the elements from the plan and summarize each section. Point out key details that will make the reader want to learn more about the company and its financing needs.

How long is an executive summary?

An executive summary should be one to two pages and no more. This is just enough information to help the reader determine their overall interest in the company.

Does an executive summary have keywords?

The executive summary uses keywords to help sell the idea of the business. As such, there may be enumeration, causation and contrasting words.

How do I write a business plan?

If you have business partners, make sure to collaborate with them to ensure that the plan accurately reflects the goals of all parties involved. You can use our simple business plan template to get started.

What basic items should be included in a business plan?

When writing out a business plan, you want to make sure that you cover everything related to your concept for the business,  an analysis of the industry―including potential customers and an overview of the market for your goods or services―how you plan to execute your vision for the business, how you plan to grow the business if it becomes successful and all financial data around the business, including current cash on hand, potential investors and budget plans for the next few years.

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40 Professional Table of Contents Templates [2024 Update]

40 Professional Table of Contents Templates [2024 Update]

Written by: Orana Velarde

table of contents for business plan example

Are you creating a document or writing a report , and you’re stuck on the Table of Contents page? Does your Word document look more boring than ever?

In general, most tables of contents pages are dull and uneventful, but they don’t need to be that way. Visme's custom table of contents templates is here to save the day.

In this guide, we’ve collected 40 different template designs for Table of Contents pages. All templates in the list below are part of multipage documents and printable templates in Visme .

Forget the boring Word templates, and you’ll find what you need here, from many free tables of contents templates to the more premium offerings.

Click on the category that interests you in the list below, or scroll until you find a template that works for you.

Let’s get started!

Here's a short selection of 8 easy-to-edit Table of contents templates you can edit, share and download with Visme. View more below:

table of contents for business plan example

40 Table of Contents Templates for Various Documents

What does a table of contents do, category #1: table of contents for business plans, category #2: table of contents for marketing plans, category #3: table of contents for proposals, category #4: table of contents for ebooks, category #5: table of contents for white papers, category #6: table of contents for reports.

  • Category #7: Table of Contents for Brand Guidelines
  • Category #8: Table of Contents for Employee Handbooks
  • Category #9: Table of Contents for Lead Magnets

Table of Contents FAQs

Just in case you need some help designing your document, here's a tutorial video that will show you how to make a marketing plan with Visme.

table of contents for business plan example

  • A Table of Contents is typically placed immediately after the title page to provide readers with an overview of the document's contents and their corresponding page numbers.
  • A well-structured table of contents should have a clear and concise title, section headers with corresponding page numbers and a hierarchical structure that is easy to navigate.
  • In this article, we have shared a Table of Contents for business plans, marketing plans, proposals, ebooks, whitepapers, reports, whitepapers, brand guidelines, employee handbooks and lead magnets.
  • All the templates listed here are included in multi-page editable document templates available in the Visme template library . If you found the table of contents templates appealing, you will be thrilled with the complete templates across different categories such as reports , plans , proposals , ebooks , whitepapers , case studies , training manuals and other document types .

Every document with more than four or five pages benefits from having a table of contents. This page is placed immediately after the title page to inform the readers what they can expect to find inside the document and on which page.

A good table of contents includes a title header, a list of sections and page numbers that show levels of hierarchy. A great table of contents includes a design element that unites it to the cover page and the rest of the document.

For digital PDF documents, the table of contents should be interactive. Each list item links to its page, making navigation easier for readers. Including a home tab on every page to take readers back to the table of contents will add even more value.

Regardless if you’re looking for design ideas for your table of contents or maybe a customizable template, we’ve got your back.

Let’s dive into our selection of table of content examples.

Business Plans are documents that showcase a specific plan for a business. It can be an overarching plan or a particular project plan . These include pages like goals, projections and timelines .

Here are some table of contents templates for business plans.

Template #1: SaaS Business Plan

table of contents for business plan example

This SaaS business plan table of content template has a white background with purple accents. It’s a minimal design in a bullet point format. The heading text in this template is in a vertical layout, while the table of contents has good spacing around it.

Use this template for a document with a simple design with a pop of color. It’ll fit into the business plan it belongs to or other documents like it.

Template #2: Startup Business Plan

table of contents for business plan example

The table of contents in the startup business plan uses a color block design to showcase the section titles. The section numbers are orange over dark gray, making them pop.

Pitch your startup business plan in style with this customizable document template. Or, just use the table of contents for any other document you're creating.

Template #3: Fashion Business Plan

table of contents for business plan example

Are you in search for a sleek design that looks elegant and professional? Look no further than this fashion business plan.

The table of contents template in this document is center-aligned over a black background. Thin vertical lines complete the design, creating a visual hierarchy of elements.

Choose the fashion business plan if you want to impress the reader with a professional and timeless design.

Template #4: Consulting Business Plan

Consultancy Business Plan

This table of contents template takes a fresh approach with a list of sections separated into color into two columns separated by a thin and lengthy arrow point downwards.

The consultancy business plan as a whole is friendly and approachable and is perfect for any business looking to attract high-end clients.

Template #5: Restaurant Business Plan

table of contents for business plan example

This table of contents page uses a unique layout style with an inviting image of food in a circular frame. The sections in this design include the word ‘page’ with each corresponding number.

Use this template if you’re looking for an elegant, modern design that appeals to the senses. Update this table of contents easily by copying from your Word document into your Visme project.

Next up on our list are tables of contents for marketing plans . These are for documents that detail a specific marketing plan for your business, such as explaining how you plan to tackle social media or emails after visualizing your target market and ideal audience.

Create your marketing plan with a professional table of contents easily with Visme templates. Let’s dive in.

Template #1: Social Media Marketing Plan

table of contents for business plan example

The social media marketing plan template has a fun and colorful layout. The thin pink line to the left unifies all the elements, creating a flowing visual hierarchy. The contents are listed at the top of the page over a collage of images.

Customize this template easily with your images and colors.

Template #2: Real Estate Marketing Plan

table of contents for business plan example

This clean-cut table of contents design uses a different style of layout. Instead of a list, the sections are organized as items on a grid. Moving away from the usual, this table of contents template will surely make an impact.

Swap the background image with one that fits your business better, or change for a background pattern or color .

Template #3: Marketing Communication Plan

table of contents for business plan example

Large numbers make this table of contents template stand out. The section titles are displayed in all caps, further emphasizing the hierarchy. The design of interlocking circles continues throughout all the pages of this template for a fresh, artistic feel.

For a digital design, add a relevant hyperlink to both the number and the section title.

Template #4: Digital Marketing Plan

table of contents for business plan example

Here’s another table of contents template with a grid design. This one goes one step further and uses yellow gradients for each item’s background. The minimalistic image at the top is a supporting element that helps the yellow squares shine.

Use this template with your colors by replacing the yellow with a six-layer gradient of your brand color.

Template #5: Restaurant Marketing Plan

table of contents for business plan example

This template is all about vertical layouts and color columns. The pink color block holds the section numbers while the section titles are aligned over the white. It's simple and to the point, with minimal customization needed.

Use this versatile table of contents template with any document design that uses color blocks. Then, simply save it to your custom block library.

A well-designed proposal makes a positive impression towards the reader accepting what you propose. Including a table of contents that’s inviting and approachable will help the readers navigate your document easily.

When sharing a PDF version of your proposal, make sure to hyperlink the table of contents to their corresponding pages. Include a back to ToC button on every page so readers don’t get lost.

Template #1: Roofing Proposal

table of contents for business plan example

Like other table of contents layouts on our list, this one uses a vertical block of color but replaces the solid color with a bold image. This image repeats throughout the proposal as a unifying element.

The section titles and numbers are center-aligned on the right panel, with the numbers using a zero instead of single digits. This design will help if you have more than ten sections to list and don’t want to lose the visual balance.

Template #2: Insurance Proposal

table of contents for business plan example

This sleek table of contents template uses contrasting colors and circles for the section numbers and light lettering for the section titles. The layout is standard but uses unique visual elements that stand out.

Easily customize this template with your brand colors and fonts. Then, for heightened productivity, use the whole template and save it as a brand template when finished. This way, your team will use the brand proposal and customize it accordingly for every new client.

Template #3: Documentary Proposal

table of contents for business plan example

This table of contents template is fresh and colorful — well-balanced contrasting colors make the page stand out. You can easily swap the film icon for an element that matches your business or project. The background can also be replaced with one that’s more suited to your brand.

If you have trouble finding heading styles for your table of contents, take a look at other templates on this list or use one of our pre-design header blocks.

Template #4: Grant Proposal

table of contents for business plan example

Part of securing a grant is making a good impression with your proposal. This elegant and minimalistic table of contents design showcases the section titles with a half arrow instead of numbers.

Use this template if you’re looking for a professional and clean-cut design that’s impactful and inviting.

Template #5: Real Estate Investment Proposal

table of contents for business plan example

This table of contents template is a bit different from the others. The layout is unique and exciting, with a pop of neon as the page number that repeats on every document page.

Although a design like this works well with the other pages in the same template, it won’t match different document templates.

Easily the most common lead magnet in content marketing and blogging, eBooks also need a table of contents page. Since eBooks are generally longer than proposals or reports, the ToC layout needs to be slightly different to fit more section titles and numbers.

Let’s take a look at the available eBook table of contents templates available in Visme.

Template #1: WordPress eBook

table of contents for business plan example

Longer eBooks usually have a higher number of sections or chapters; therefore, they need a table of contents that can handle more listed items. To save space, this table of contents template uses a vertical title design.

This design is versatile and highly customizable, and will fit right in with other eBook templates if you wish to mix and match.

Template #2: The Future of Event Marketing eBook

table of contents for business plan example

Simplicity never goes unnoticed. This minimalistic table of contents template might seem like a standard layout except that the section numbers and section titles have a wide gap between them.

This minimalistic design solution makes the page stand out while also keeping it sleek and non-conforming.

Template #3: Graphic Design eBook

table of contents for business plan example

This table of contents example is separated into two visual sections; a top image header and a list on the bottom half. The numbers are encased inside a colored rectangle, creating a visual hierarchy for the section list.

Use this eBook table of contents template if you have no more than ten sections. Alternatively, you can shrink the top image header to fit more section items.

Template #4: Environmental Protection eBook

Protection Strategy for Environment Ebook

This table of contents template has a frame design that makes the white area stand out. The background image is repeated from the cover to create a harmonious balance between pages.

Use this template with a dark photography background so the inside block is more noticeable.

Template #5: HR eBook

table of contents for business plan example

Here, we have another unique layout design with a diagonal grid. In this case, the item squares are supported with images and gray triangles for better visual flow. The two-toned vertical line on the right completes the layout. Customize this template easily with your brand colors and fonts.

If you’re running out of time and need to create your ebook quickly, take advantage of our AI Document Generator to generate professional-looking ebooks in minutes. Simply provide information about the type of ebook you want to create, select your design style and let the tool do the rest.

The difference between an eBook and a brand is the audience. The former includes easily skimmable information for non-experts, while the latter is mostly an in-depth report of expert information relayed to professionals in a certain field.

White papers are similar to research papers , and sometimes there’s an overlap between the two styles. Our template library has many options, no matter which side of the spectrum your document stands on.

Since white papers also have many pages, they need a table of contents page. Let’s look at the table of contents examples you have access to in your Visme dashboard.

Template #1: Environmental White Paper

table of contents for business plan example

This table of contents template design includes a colored column containing all the content. A two-color line on the right of the page continues throughout the entire template.

If you are using this template with another document design, we suggest you remove that line. Or, use the white paper document template in its entirety and simply modify the content inside.

Template #2: Public Health Awareness White Paper

table of contents for business plan example

If you’re looking for a table of contents template that makes an impact, look no further than this public health awareness white paper template. The black background, red splatter and white text of this table of contents page create great visual contrast.

Easily customize this template with your choice of colors and fonts. Then, copy the text from your Word document or Google Docs file.

Template #3: Tackling a Social Problem White Paper

table of contents for business plan example

Dark backgrounds with a pop of bright color are always a great idea when you’re looking to make a statement. This table of contents template is no different. The layout includes a narrow image column on the left and the contents list aligned to the left for a unique visual approach.

If you have bright and contrasting colors in your branding, this template design will fit right in.

Template #4: Social Media Privacy Concern White Paper

table of contents for business plan example

This example is another framed design for a table of contents page. The background is an image at the top and soft gray on the bottom two-thirds. The yellow rectangle that contains the content keeps everything orderly and easy to navigate.

Select this template and save it as a custom content block; then you can use it on any of your multipage document projects.

Template #5: Levels of Arsenic Contamination in Water White Paper

table of contents for business plan example

Vertical columns with images are a great framing option for a table of contents that would otherwise look boring and uneventful. This particular design uses line separations between section titles, resembling a table layout.

Easily customize this template with your fonts, images and a semi-transparent background of your lightest brand color.

The last category on our list of table of contents template inspiration is for reports. One of the most common and widely used document projects, reports come in all sizes and styles . As long as they have more than three pages, they’ll need a table of contents.

Keep scrolling to browse table of contents examples for reports, all available to customize and download inside your Visme dashboard.

Template #1: Market Research Report

table of contents for business plan example

This colorful table of contents template includes unique rounded shapes as a visual element plus a cutout tiger framing the content list. The contrasting colors make this layout eye-catching and exciting.

For your project, replace the tiger with another cutout element that better matches your content and message. Keep the formatting of the colored shapes for a unique visual feature.

And if you’re struggling to create an outline for your report, use Visme’s AI writer to generate a draft outline, create unique copy or proofread your report.

Template #2: Inspection Report

table of contents for business plan example

This table of contents template uses a two-tone color overlay on a photo. The contrasting color overlays create a separation between header and subsections. For example, the bright pop of orange stands out from the dark blue making it easier to skim the sections.

Further into this report template, you’ll be able to import data from Excel, Google Sheets or Google Analytics.

Template #3: Technical Report

table of contents for business plan example

The overall design of this report template uses a three-shape concept that repeats from page to page. In part, the arrow directs the reader to the rest of the document from the table of contents page, creating a guiding line.

Select this colorful table of contents template, especially if you plan to use the report template in its entirety. Each page complements the other for a coherent feel.

Template #4: Sales Calls Report

table of contents for business plan example

When it comes to branded templates , this is a great example. The decorative design on the side of this table of contents layout is a logo repeated as a pattern.

To use this printable table of contents template for your brand, follow the suggested format and replace each placeholder logo with your own. Upload a high-quality PNG image with transparent background to achieve the effect.

The top right corner detail is repeated on each report page, creating a union between the table of contents and each page of the document.

Template #5: Green Annual Nonprofit Report

table of contents for business plan example

This full-color page design lays out the content aligned to the left. The arrows on the left create flow for the rest of the page. It's not as contrasting as other designs, but still very striking and impactful.

Use your bold brand color in the background and change the fonts to your own.

When it comes to creating report, Visme’s AI Report Writer makes it a breeze. Just input a prompt describing what you want to create, choose your preferred design and let the tool do the heavy lifting.

Category #7: Table of Content for Brand Guidelines

Brand guidelines are rules that govern how you communicate your brand. They determine the overall design, look and feel of brand elements, including voice, logos, colors and typography.

Template # 1: Marketing Consultancy Firm Brand Guidelines

Marketing Consultancy Firm Brand Guidelines

This table of content template features a rich blend of images, colors and icons to create a strong visual impression.

The content page design is split into three unequal parts. The left block contains a high-quality image, while the title and number list sit pretty on the right block. The dark blue background and white and sky-blue fonts create a strong visual contrast, making the text readable.

The third block has a sky blue background and a white call-out icon that ushers readers into the rest of the document. Feel free to replace text, images, fonts and colors to make this template your own.

Template #2: Software Company Brand Guidelines

Software Company Brand Guidelines

Are you looking for a table of content examples with captivating and professional design? Look no further. This template is a perfect fit.

This template has a white background, lined with a soft blue accent at the top and a gray accent at the bottom. The critical sections of the document are listed in an arrow-shaped bullet format along with page numbers.

This table of contents template can be customized and used for other documents. You can edit content, apply custom colors, change images and upload your company logo.

Template #3: Interior Design Company Brand Guidelines

Interior Design Company Brand Guidelines

This table of contents template has a unique layout, a dark green background and a brightly colored font. The title occupies the top part of the page, followed by a centered image in an oval frame. Below the image, you'll find the numbered list of sections separated into two columns.

This striking design concept gives your documents an elegant feel, making them ideal for any creative or design project. You can use your visuals or select from Visme's rich image and design library.

Category 8: Table of Contents for Employee Handbooks

An employee handbook can be a vital onboarding resource for your company. You can use it to educate employees about your company's policies, culture and code of ethics.

Template # 1: Institute Employee Handbook

Institute Employee Handbook

Give your audience a brief rundown of your handbook using this stunning table of content example. The template has an eye-catching design layout. The numbered list is left aligned on a bright red background while the text creates a strong visual contrast.

Use this template with your brand style and colors. Replace the logo with your own and your document is ready for download.

Template # 2: MGAccounts Employee Handbook

MGAccounts Employee Handbook

This template's striking layout design and color combination make your document come alive. The contents are listed at the top of the page. Below the content is a gorgeous black and white image

The arrangement and image contrast draw the viewer in and guide their gaze throughout the design. Swap the template logo, color and images with elements that match your brand identity.

Template #3: Topflix Employee Handbook

Topflix Employee Handbook

This is another example of a template with a numbered list design. This table of contents page uses a multicolored background, making the visuals and design elements stand out. It features the logo and title at the top and an image right at the center of the page. The numbered list is written in small beautiful fonts, right under the image.

Using Visme's editor, you can change the content, list format, fonts and other design elements. Feel free to add your logo and colors to reflect your brand image.

Template #4: Textile Company Employee Handbook

Textile Company Employee Handbook

This table of content example uses a symmetrical layout to create a visual balance. On the left, you'll find an image aligned vertically while the contents list is presented in a numbered list and aligned to the right.

You can add hyperlinks to the section titles and page numbers to make your content interactive. Modify the background color and images to match your unique style.

Category 9: Table of Contents for Lead Magnets

A lead magnet is a free and valuable resource that entices potential customers to provide their contact information.

What's in it for you? Lead magnets help you acquire leads and position your brand as an authority in your niche.

Template #1: Digital Marketing Checklist

Checklist Lead Magnet

You can create stunning lead magnets using editable templates like the one below. You can use it to promote your brand or nudge prospects to submit their information.

The table of contents page features bold numbers and section titles displayed in caps. The intersection of multiple bright colors evokes emotions and attracts the reader's attention.

Select your background, color and font style to make your template personal. You can add photos and mix and match elements from Visme's library to make your designs pop.

Template #2: Business Guide Lead

Business Guide Lead Magnet

This template has a distinct design and layout. In this case, the numbered content list isn't presented in the conventional vertical format. Instead, the list of sections is embedded in two frames facing each other, with section numbers sitting above the text.

Each frame uses elements that create a solid visual contrast, ensuring the text is visible. You can use fonts, images and colors to suit your unique needs.

Share valuable insights with your audience using this editable document template. Or, you can use the table of contents for any other lead magnet you're creating.

Template #3: Roadmap Lead Magnet Template

Roadmap Lead Magnet

Do you want to promote your business or showcase your expertise? This eye-catching lead magnet template is your best bet.

This template arranges the table of content in a grid layout. It also features a compelling image and design that blends with the rest of the document. The orange color fonts on the light background make the text legible.

To increase the impact of your lead magnet, you can download this template and use it as it is. Or customize this design using Visme's intuitive drag and drop template editor.

Feel free to apply a custom color scheme or add new design elements such as elegant fonts, free stock photos and high-quality icons.

Q. What Is a Good Table of Contents Layout?

A good table of contents layout should:

  • Use clear headings and subheadings to represent the hierarchy of the document.
  • Utilize consistent formatting for each level of the hierarchy. For example, use bold for main headings and italics for subheadings.
  • Keep the text aligned, whether it's left-aligned or centered, to maintain a neat appearance.
  • Include page numbers aligned with the corresponding sections or headings.
  • Use appropriate spacing between entries to enhance readability.
  • Use a legible font and an appropriate font size for the text in your table of contents. Consistency
  • Have hyperlinks that allow readers to click and navigate directly to the corresponding section.

Q. Can Canva Generate a Table of Contents?

While Canva doesn’t automatically generate a Table of Contents, it provides tools to help you create one manually for any type of document.

Q. What Is the Easiest Way to Create a Table of Contents?

One of the easiest ways to create a Table of Contents is by using Microsoft Word, Google Docs and Visme templates. Most of the document templates in Visme come with a Table of Contents so you can customize it to match your preferred format or style. Visme also provides features to help you build an interactive table of contents and clickable menus.

Q. What Can I Write Instead of a Table of Contents?

If you're considering alternatives to a traditional table of contents, you might explore different ways to guide readers through your document. You can use any of these strategies.

  • Include visually appealing thumbnails or images next to each section title
  • In digital documents, especially those viewed online, you can include interactive links in the introduction or header that guide readers to specific sections when clicked.
  • Create a visual timeline or flowchart that represents the document's structure
  • Use icons or symbols next to each section title to represent the content or theme of that section.
  • Provide a brief paragraph or bullet points before each major section, summarizing what readers can expect to find in that part of the document.
  • Visualize the document's structure as a mind map, presenting the interconnectedness of ideas and topics.
  • If you're creating a digital document, consider using dropdown menus or collapsible sections for an interactive and space-efficient way to organize content.
  • Instead of a separate section, provide a comprehensive summary or overview at the beginning of the document.
  • If your document is technical or contains specific terms, create an index or keyword list that directs readers to relevant sections. Regardless of how you want

Q. How Do You Create a Table of Contents Without Using Headings?

One way to create a table of contents without using headings is to manually create a list of the sections or chapters in your document and their corresponding page numbers. This list can then be placed at the beginning of the document and formatted to resemble a table of contents. Another option is to use bookmarks or hyperlinks to create a clickable table of contents.

To do this, you would first need to select the text you want to include in the table of contents and then create a bookmark or hyperlink for that text. Once all bookmarks or hyperlinks are created, they can be listed in a separate section at the beginning of the document and formatted to resemble a table of contents.

Create Your Next Professional Document

Surely, after looking at all this visual inspiration of our table of contents templates, you’ve found the one you’ll use. But why stop at the table of contents when you can have the whole package!

Every template on this list is part of a multipage editable document template available in Visme. If you liked the table of contents templates, you’re going to love the full templates for your reports, eBooks, white papers, proposals and more.

So, ditch Microsoft Word or PowerPoint and make your documents shine over the rest.

Create a free Visme account today and get started with your favorite table of contents template from the list above. Or, visit our template library to browse more options.

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table of contents for business plan example

Teal Business Plan Table of Contents Template

Business Plan Table of Contents Template

Unleash your creativity! Design your own engaging Business Plan Table of Contents today.

  • Design style modern
  • Colors dark
  • Size Letter (8.5 x 11 in)
  • File type PNG, PDF, PowerPoint
  • Plan premium

Elevate your business proposal with our stunning Teal Business Plan Table of Contents Template! Integrating eye-catching design elements in a professional layout, this template is perfect to promote your venture and catch the attention of potential investors. But the best part? You can tailor it to your liking. Add your own blend of colors, adjust sizes to meet your needs, and choose from countless photos or icons in our free stock libraries. With Venngage, creating your ideal design becomes a simple and enjoyable task. Get the word out about your business in a striking and effective way by using this stylish template.

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VIDEO

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COMMENTS

  1. How to Write Table of Contents in Business Plan?

    A table of contents serves as the outline of a business plan. It assists the reader in navigating through the document and is placed at the beginning of a business plan. This helps the reader effortlessly find and browse through the topics that interest them. It includes all the major sections and subcategories of a business plan.

  2. How to Write Table of Contents of a Business Plan? Template ...

    Follow these steps to craft an impressive table of contents for your business plan: Outline Your Business Plan: Begin by creating a comprehensive outline of your business plan, organizing it into ...

  3. What is a business plan table of contents? Tips and examples

    Business plan table of contents examples. A clear and concise business plan table of contents is a great tool that will help entrepreneurs from all kinds of industries. Here are four examples: Standard business plan table of contents. You can opt to use a standard structure for your business plan table of contents.

  4. Business Plan

    Here is a basic template that any business can use when developing its business plan: Section 1: Executive Summary. Present the company's mission. Describe the company's product and/or service offerings. Give a summary of the target market and its demographics.

  5. How to Write Business Plan Table of Contents? Example & Guide

    A Business Plan Table of Contents serves as a roadmap for your business plan, providing a structured overview of key sections like the Executive Summary, Market Analysis, and Financial Plan.

  6. Business Plan Table of Contents

    In this blog post, we will explore the definition and importance of a Business Plan, as well as the purpose of a Table of Contents within it. We will provide an overview of the key sections of a Business Plan, such as the Executive Summary, Company Description, Market Analysis, Marketing and Sales Strategy, and more. Next, we will delve into ...

  7. Business Plan Format & Structure

    Download our Ultimate Business Plan Template here > How to Format Your Business Plan: The Cover Sheet. Every business plan should begin with a simple business plan cover page including the business name, your name and contact information. An easy to read table of contents should follow. Example Business Plan Table of Contents. I: Executive Summary

  8. PDF Table of Contents: Sample Business Plan

    The sample represents a well-written business plan, but you still may find some sections or parts of the plan that could have been completed differently, or even better. Business plans are not perfect pieces of writing, but are documents in action, written at a certain point in time based on the best possible, available information.

  9. 15+ Best Business Plan Examples for Entrepreneurs & Startups

    Table of contents: List all sections and sub-sections within the business plan. Business review : Include an overview of the business's purpose, history, and key objectives. The market : Analyze the target market, including customer demographics and market needs.

  10. How to Write a Business Plan: 10 Easy Steps + Examples

    Check out the quick steps to write a comprehensive business plan in a few hours. 1. Prepare an executive summary. As the name suggests, an executive summary is a concise overview of your entire business plan. While it's the first chapter of your plan, it is usually written at the end as a summary of all the sections.

  11. Simple Business Plan Table of Contents Template

    Plan free. Presenting the Simple Business Plan Table of Contents Template - your ideal partner in crafting a seamless and comprehensive business plan. This template is primed to help you highlight all the necessary areas of your business plan in a well-structured manner. It is ripe and ready for you to customize to your preferences.

  12. Free Business Plan Template for Word and Excel

    This template provides a business plan outline with sample questions, tables, and a working table of contents. It was created for newer versions of Word and Excel (Office 2007 or later) so that you can easily change the fonts and color scheme and the file will be compatible with the mobile and web-based Word & Excel apps. It is best to use ...

  13. Write your business plan

    A good business plan guides you through each stage of starting and managing your business. You'll use your business plan as a roadmap for how to structure, run, and grow your new business. It's a way to think through the key elements of your business. Business plans can help you get funding or bring on new business partners.

  14. PDF TABLE 7.4 An annotated table of contents of a formal business plan

    Reference: Chapter 3, 4, 5, and 16. III. Marketing and Sales. This section of the business plan should clearly communicate an understanding of how to successfully market and sell your product to the identified customer segments. Understanding and communicating your customer development strategy is as important as your product development strategy.

  15. Free Business Plan Templates for Word

    This 30-60-90-day business plan template is versatile, and can be used to develop an actionable plan for virtually any business activity. ... This template comes with a built-in table of contents and includes all the components of a traditional business plan, including the company background, market and industry analysis, competitive analysis ...

  16. How to Write Table of Contents in Business Plan

    Business Plan Table of ContentsA business plan includes all the objectives, goals, strategies, resources, and every other detail of your business. To arrange...

  17. Free PDF Business Plan Templates

    Use this business plan template to identify main goals and outline the necessary activities to achieve those goals in 30, 60, and 90-day increments. ... This template features a table of contents, with room to include your nonprofit's mission and vision, key team and board members, program offerings, a market and industry analysis ...

  18. TABLE OF CONTENT For Business Plan SAMPLE

    The document outlines the table of contents for a business plan, including sections on the executive summary, vision/mission, company overview, organization management, product/service strategy, market analysis, marketing plan, production plan, financial plan, and conclusion. The financial plan section includes projected income statements, cash flow statements, balance sheets, and financial ...

  19. 1.1: Chapter 1

    As the road map for a business's development, the business plan. Defines the vision for the company. Establishes the company's strategy. Describes how the strategy will be implemented. Provides a framework for analysis of key issues. Provides a plan for the development of the business. Helps the entrepreneur develop and measure critical ...

  20. Small Business Plan Table of Contents Template

    Size Letter (11 x 8.5 in) File type PNG, PDF, PowerPoint. Plan free. Our Small Business Plan Table of Contents Template is the perfect tool to organize and present your entrepreneurial ideas efficiently! It's designed to guide you through each section of your business plan in a straightforward manner. But here's the best part - you can tailor ...

  21. Business Plan Executive Summary Example & Template

    Table of Contents. A business plan is a document that you create that outlines your company's objectives and how you plan to meet those objectives. Every business plan has key sections such as ...

  22. 40 Professional Table of Contents Templates [2024 Update]

    This SaaS business plan table of content template has a white background with purple accents. It's a minimal design in a bullet point format. The heading text in this template is in a vertical layout, while the table of contents has good spacing around it. Use this template for a document with a simple design with a pop of color.

  23. Business Plan Table of Contents Template

    Colors dark. Size Letter (8.5 x 11 in) File type PNG, PDF, PowerPoint. Plan premium. Elevate your business proposal with our stunning Teal Business Plan Table of Contents Template! Integrating eye-catching design elements in a professional layout, this template is perfect to promote your venture and catch the attention of potential investors.