business plan di una app

Mobile App Business Plan Template

Written by Dave Lavinsky

Business Plan Outline

• Mobile App Business Plan Home
• 1. Executive Summary
• 2. Company Overview
• 3. Industry Analysis
• 4. Customer Analysis
• 5. Competitive Analysis
• 6. Marketing Plan
• 7. Operations Plan
• 8. Management Team
• 9. Financial Plan

Start Your Mobile App Plan Here

Mobile App Business Plan

You’ve come to the right place to create your mobile app business plan.

We have helped over 100,000 entrepreneurs and business owners create business plans and many have used them to start or grow their mobile app businesses.

Sample Business Plan for a Mobile App Development Company

Below are links to an example of each of the key elements of a mobile app business plan template:

• Executive Summary – In the Executive Summary, you will provide a general overview of your comprehensive business plan including your target market, business model, and how you plan to make your business successful.
• Company Overview – The Company Overview section will provide an overview of your app idea, business description, company history, mission statement, monetization strategy and milestones achieved.
• Industry Analysis – In the Industry Analysis section, you will use information from your market research to discuss the market demand for your mobile application or business idea, trends, and issues facing your industry.
• Customer Analysis – The Customer Analysis section will describe your target market. This includes information on demographics, psychographics, and behaviors.
• Competitive Analysis – The Competitive Analysis includes an overview of your direct and indirect competitors, their market share, your competitive advantage, and how you plan to compete against them.
• Marketing Plan – The Marketing Plan section will describe your marketing strategy. This includes information on your platform placements (Apple App Store, Google Play, etc.), pricing strategy, and marketing strategies for engaging your target audience.
• Operations Plan – The Operations Plan section of your mobile app business plan will describe your business operations including app development, customer acquisition strategy, and other key aspects of your app company.
• Management Team – The Management Team section will provide information on the management members of your advisory team. This includes their experience, education, and skills.
• Financial Plan – In the Financial Plan section, you will provide the financial model and financial statements for your business. This includes your income statement, balance sheet, and cash flow statement.

Next Section: Executive Summary >

Mobile App Business Plan FAQs

What is a mobile app business plan.

A mobile app business plan is a plan to start and/or grow your mobile app business. Among other things, it outlines your business concept, identifies your target customers, presents your marketing plan and details your financial projections.

You can  easily complete your mobile app business plan using our Mobile App Business Plan Template here .

What Are the Main Types of Mobile App Development Companies?

There are many types of mobile app companies across a variety of categories. There are mobile app businesses that focus solely on mobile games. Others are exercise or wellness focused. Some mobile apps provide guidance on specific topics, some offer music streaming, and other apps provide help or assistance on a variety of topics. Many companies have developed company-specific mobile apps to allow users to become more connected with their products or offerings. For instance, most major brands, restaurants and financial services companies have company-specific mobile applications.

What Are the Main Sources of Revenue and Expenses for a Mobile App Business?

The primary source of revenue for mobile app businesses are subscription paid by the users on an annual or monthly basis. Advertising (selling ad space to other companies on their app) is another significant revenue sources.

The key expenses for mobile app businesses are the costs to advertise and generate users. These expenses are often in the form of targeted social media advertising or online targeted marketing. Some major mobile app businesses pay to have their mobile apps advertised on television commercials or music streaming platforms. Another major expense for app companies are office space, employee salaries and technology licensing fees.

How Do You Get Funding for Your Mobile App Business Plan?

A mobile app startup is most likely to receive funding from angel investors and friends and family. Personal savings and credit cards are also often used. Venture capitalists will fund a business plan for an app once it achieves enough traction (e.g., enough users, in-app purchases, or generating enough revenue).

A well crafted mobile app business plan is essential for attracting any type of potential investor.  Most app startups require funding to get off the ground and cover at least their startup costs.

What are the Steps To Start a Mobile App Business?

Starting a mobile app development company can be an exciting endeavor. Having a clear roadmap of the steps to start a business will help you stay focused on your goals and get started faster.

1. Develop A Mobile App Business Plan - The first step in starting a business is to create a detailed business plan for an app that outlines all aspects of the venture. This should include market research on the mobile app industry and potential market size, information on the mobile app concept, the services or products you will offer, pricing strategies and a detailed financial forecast.  

2. Choose Your Legal Structure - It's important to select an appropriate legal entity for your mobile app business. This could be a limited liability company (LLC), corporation, partnership, or sole proprietorship. Each type has its own benefits and drawbacks so it’s important to do research and choose wisely so that your mobile app business is in compliance with local laws.

3. Register Your Mobile App Business - Once you have chosen a legal structure, the next step is to register your mobile app business with the government or state where you’re operating from. This includes obtaining licenses and permits as required by federal, state, and local laws. 

4. Identify Financing Options - It’s likely that you’ll need some capital to start your mobile app business, so take some time to identify what financing options are available such as bank loans, investor funding, grants, or crowdfunding platforms. 

5. Choose a Location - Whether you plan on operating out of a physical location or not, you should always have an idea of where you’ll be based should it become necessary in the future as well as what kind of space would be suitable for your operations. 

6. Hire Employees - There are several ways to find qualified employees including job boards like LinkedIn or Indeed as well as hiring agencies if needed – depending on what type of employees you need it might also be more effective to reach out directly through networking events. 

7. Acquire Necessary Mobile App Equipment & Supplies - In order to start your mobile app business, you'll need to purchase all of the necessary equipment and supplies to run a successful operation. 

8. Market & Promote Your Business - Once you have all the necessary pieces in place, it’s time to start promoting and marketing your mobile app business.  A mobile app marketing plan includes creating a website, utilizing social media platforms like Facebook or Twitter, and having an effective Search Engine Optimization (SEO) strategy. You should also consider traditional marketing techniques such as radio or print advertising. 

Learn more about how to start a successful mobile app business:

• How to Start a Mobile App Business
• How to Start a Mobile App Development Business

Where Can I Get a Mobile App Business Plan PDF?

You can download our free mobile app business plan template PDF here . This is a sample mobile app business plan template you can use in PDF format.

• Sample Business Plans
• Mobile Apps & Software

Mobile App Business Plan

A business has three pillars: the idea, the plan, and the execution. Congratulations! You have the app idea already, now you have to step forward with a plan.

But, somewhere with all the workload, the concept of the app, hiring the right people, budget, and development of the app, entrepreneurs overlook the need for planning.

Worry not, we are here to lighten your burden with our step-by-step guide for mobile app business plan writing.

Key Takeaways

• A mobile application business plan helps you define your marketing strategy, customer acquisition strategy, retention strategy, and strategies to achieve your business goals.
• Craft an impactful executive summary that outlines the type of your app business, marketing approach, financial outlook, and team expertise to attract potential investors and partners.
• Conduct thorough market research to understand market trends, consumer preferences, and the needs of your target market.
• To ensure efficient daily operations, provide in-depth operational plans that incorporate staffing, additional services, and customer service.
• Create realistic financial projections for sales revenue, expenses, and profit forecasts while considering contingencies & emergencies.

Let’s get started with our guide, without any further ado:

How to Create a Mobile App Business Plan: A Complete Guide

1. executive summary.

An executive summary is a quick overview of the whole business plan. From mission & vision to financial projections, it includes everything in between.

Generally, entrepreneurs write this section at the end after having the full knowledge of the entire business plan.

Begin your executive summary with a brief introduction of your business, and include other elements like:

• Market Opportunity
• Vision & mission statement
• Target market
• Unique value proposition
• Details of your services
• Management team
• Financial Outlook
• Call to action

For instance, here is an example of an app business USP’s section:

USP for PrivyConnect – Social Media App: “Connect with Total Privacy”

Our social media app is dedicated to ensuring your online interactions remain private and secure. Unlike many other platforms, we don’t share your data or personal information with third parties.

We use robust encryption to protect your messages and content, and you have full control over who can see your posts. With us, you can truly connect with your friends and family in a safe and trusted environment. Your privacy is our priority.

Note: your readers might not read the whole business plan, but they will go through the executive summary. Therefore, make sure you write it engagingly to grab their interest.

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2. Company Overview

In this section, present your business in detail. It should provide the details of your business & app name, the location of your office, the structure of your business, and other such information.

Now it is time you introduce what type of business you own, for example, your app type will be one from below:

• Social media app
• Messaging app
• E-commerce app
• Entertainment app
• Health and fitness app
• News or magazine app
• Navigation app
• Finance app

After that, mention the company history if you have any. Add the name and other qualifications & achievements of business owners. Mention the vision & mission statement of your app business along with your future goals.

In short, this section should provide an in-depth understanding of your business and business owners.

3. Industry Analysis

In the industry analysis section of your mobile app business plan, you have to provide the details about the mobile app industry. It will help you understand the market and gain a better insight into your business positioning.

Here are certain questions to ask while performing industry analysis:

• What is the current size of the app industry in terms of both revenue and users?
• What are the current trends of mobile app businesses?
• Which apps are leading the industry?
• Which mobile app concept is famous in public?

Conduction this industry analysis will educate you about the market and help you prepare marketing strategies according to the market trends.

In short, industry analysis will help to know a clear picture of the market, helping you in making informed decisions.

4. Competitive Analysis

Competitive analysis will help you identify the unique selling propositions (USP). Also, this way you will get to know your competitors.

Start by specifying who are your competitors – then compare it with both direct and indirect customers.

Now, let’s focus on your direct competitors, those similar to your mobile app. Provide an overview of each competitor, including their size and where they’re based.

Here are some questions to ask for competitive analysis:

• Who are your primary competitors?
• Who do they serve?
• What are their USPs?
• What is their pricing strategy?
• What do they need to work on according to their customers?

A more effective way to this analysis is to conduct it from the customers’ viewpoint. You might even ask your competitors’ customers what they like and dislike about their apps to better understand customers’ perspectives.

Here is an example of competitors and competitive advantage of the app:

Competitors

SocialShield: SocialShield is a notable competitor in the privacy-focused social media segment. It emphasizes strong user data protection and secure communications. Their user base has been steadily growing, particularly among privacy-conscious users.

GuardChat: GuardChat offers encrypted messaging and content sharing. It has a user-friendly interface and strong encryption features. While their user base is smaller compared to established platforms, they have garnered a dedicated following.

PriviNet: PriviNet has made a name for itself by offering comprehensive privacy controls and anonymous user interactions. They have built a niche community of users who value privacy and user-controlled sharing settings.

Competitive Advantages of PrivyConnect

PrivyConnect’s comprehensive privacy controls and encryption set it apart as a top contender.

The app’s transparent communication and commitment to environmental responsibility contribute to its appeal.

PrivyConnect’s active community-building efforts and user engagement foster loyalty.

The app’s plans to expand into secure content sharing and social community growth align with industry trends.

This way you can get to know the USP of a mobile app development company. Once you get the USP, flaunt it in the entire business plan.

5. Market Analysis

In the market analysis section, do the market research and dive right into the market where you will be providing your app services. Begin the section by providing the details of your target customers.

Your target customers will depend on the type of app you own and the services you provide.

After a thorough discussion of the target market, discuss the market trends. Mention what your target customers prefer and what new are they looking for. For example, people might be looking for:

• Integration of AR/VR
• Sustainable and eco-friendly apps
• Privacy and data protection
• Personalization

At the end of the market analysis, do mention the regulatory environment mobile apps need to follow in the particular location.

6. Sales and Marketing Plan

Writing the sales and marketing section means jotting down the marketing strategy you will use to acquire new users and retain the existing ones.

Now it is time to mention the marketing strategies for your app, there are three phases of the launch:

Pre-launch phase

• App-store optimization: Before launching the app, search for the keywords to include in your title, description, and other content.
• Build a landing page: You can create a website or build a landing page to make your brand presence prominent on the web too.
• Pre-launch promotion: Launch a teaser for your app before the release date itself. Give some special offers to the ones who will sign up even before the launch.

Launch phase

• Deploy it on major app stores: Launch your app on all the major app stores to reach a wider audience. Make sure it is working smoothly and is free of bugs.
• Social media marketing: There were going to be 147.2 billion annual app downloads in 2023 itself. Imagine the competition, so be sure to make your visibility strong through social media platforms.
• Content marketing: Create blog posts, videos, or infographics related to your app’s niche. Share valuable content on your website and social media to engage users.

Post-launch phase

• User reviews and feedback: Encourage users to leave positive reviews and ratings on app stores. Actively respond to user feedback and address issues (if any) ASAP.
• User engagement strategies: You can enable push notifications or in-app notifications to interact with your users. You can also ask them to invite friends in exchange for a referral bonus.
• Collaboration or influencer marketing: You can collaborate with some other mobile app companies and do cross-marketing. Influencer marketing is also a great choice.

Once you have noted down how you will acquire customers, then mention below things too:

• Customer acquisition cost
• Your monthly paid advertisement budget
• Number of followers you have on social media
• If there are any in-app purchases

7. Management Team

Knowing who is behind your app business will increase the appeal of your business plan.

The management team tells you about the people in charge of the app business. It should explain each manager’s experience, what they’re good at, and what their jobs are.

Here is an example of the management team:

Management team of PrivyConnect

Founder and CEO – Sarah Anderson Sarah is the visionary leader behind PrivyConnect. With a background in cybersecurity and a passion for online privacy, she founded the company to provide users with a secure and private social media experience. Sarah is responsible for setting the company’s strategic direction and ensuring its commitment to user privacy and data protection.

CTO – David Ramirez David brings a wealth of technical expertise to PrivyConnect. He has a strong background in mobile app development and security protocols. David oversees the technical development of the app, ensuring that it employs state-of-the-art encryption and privacy measures.

CMO – Emily Davis Emily is the marketing guru behind PrivyConnect’s success. With a knack for digital marketing and user engagement, she is responsible for building the app’s user base and promoting its unique selling propositions. Emily focuses on user-centric marketing strategies and community engagement.

COO – Michael Chen Michael is the operations expert at PrivyConnect. With years of experience in streamlining business operations, he ensures the app runs smoothly and efficiently. He also oversees partnerships and collaborations to enhance the app’s offerings.

8. Operations Plan

As earlier sections mentioned everything about your company goals, here it is time to mention how you will reach them. These goals are differentiated into two sections:

Everyday goals

They’re the heart and soul of your mobile app’s daily life, from coding and upgrades to the nitty-gritty of customer support. These are the everyday heroes that keep your app running smoothly.

Long-term goals

It’s all about milestones: the moments that make you pop the champagne. Picture celebrating your 10,000th app install, hitting that milestone sales figure you’ve dreamt of, or expanding your team.

9. Financial Plan

Your financial plan needs to have a 5-year financial forecast. For the first year, break it down into monthly or quarterly details, and then summarize it annually. This forecast should cover your income statement, balance sheet, Use of Funds, and cash flow.

Income statement

An income statement, often known as a Profit and Loss statement or P&L, displays your earnings and then deducts your expenses to know the profitability of your business. Make practical assumptions based on your competition.

Balance sheet

Balance sheets display your assets and liabilities. Although they can contain a lot of details, like equity, goodwill, other intangible assets, etc.

Uses of Funds

When you are seeking funding, this statement becomes necessary to show where you will use the funds. Here is an example of the Uses of Funds chart with the help of Upmetrics:

Cash flow statement

Your cash flow statement helps you see how much money you need to start or grow your business and avoid running out of money.

Surprisingly, you can make a profit but still face financial problems that could lead to bankruptcy. Therefore, you will need proper cash flow planning to avoid such circumstances.

Why Do You Need a Business Plan for Your Mobile App

For entrepreneurs who jump into business directly without writing a business plan is like delaying their success. Here are some reasons why you need a mobile app business plan:

Writing a business plan helps you work out and make clear your business strategy. Do you want customers to pay upfront? Or there are in-app purchases? Writing this down from the start helps your team understand where you’re headed.

Finances are important

Sometimes, it takes months or even a year to cover customer acquisition costs. So, you need a plan with a solid financial forecast. A good plan lets you play with different situations, so you know how much money you need for both the long and short term.

Acquiring and retaining customers

Acquiring and retaining customers is one of the sole purposes of a business. In the business plan, you have to mention in detail about your strategies to have a clear roadmap.

Knowing Your Market

A business plan lets you identify your ideal customer profile. Knowing your customers is crucial, and having a deep understanding of your customers helps you make the correct updates to your product in the future.

Related Mobile App Resources

• How Much Does it Cost to Start an App
• How to Start an Mobile App Business

Download a Mobile App business plan template

Ready to kick-start your business plan writing process? And not sure where to start? Here you go, download our free mobile app business plan pdf , and start writing.

This intuitive, modern, and investment-ready template is designed specifically for mobile app businesses. It includes step-by-step instructions & examples to help in creating your own mobile app business plan.

The Quickest Way to turn a Business Idea into a Business Plan

Fill-in-the-blanks and automatic financials make it easy.

Finally! You know how to write a mobile app business plan. Thus, you are one step closer to starting or expanding your business.

No doubt, writing a business plan is a challenging task, but it is a lot smoother with a top business planning tool . Therefore, take a deep breath and get started with your plan. All the best!

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Business Plan Presentation Tips

Frequently asked questions, do i need to include information about competitors in the business plan.

Yes, in the section of competitive analysis: you need to mention your competitors and their USPs. This will help you to understand the market and know your strong points.

How often should I update my mobile app business plan?

An app business plan is a living document, you can change or update it whenever you want. Ideally, go through your plan and make changes according to the current situations atleast once a month.

Can I use a mobile app business plan to secure funding for my app project?

One of the main purposes of writing a business plan is to secure funding or get a loan. So, of course, you can present a solid mobile app business plan in front of lenders to secure funding.

How much does it cost to create a mobile app business plan?

Writing a mobile app business plan might cost from a few hundred to thousands of dollars depending on the complexity of the app, the number of integrations, UI/UX, etc.

About the Author

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

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What is an app business plan, and why does every project need one?

The foundation of every business is an idea or a flash of inspiration. A simple idea or a conversation with a potential business partner could be the spark that sets everything in motion. It is essential to assess your real opportunities, regardless of how appealing an idea may be. For that, you should create a business plan before you consider launching a new business.

A company's business plan is like a roadmap. If you have a strategy in place, you can more easily lead your company to its desired destination. Whether you have been in business for years or are just starting out, a business plan is necessary for long-term success.

We at Mind Studios have been in the software development business for a while, and creating a business plan for a mobile app is something we’ve done plenty of times. The article you’re about to read is based on our own experience, with insights and advice on how to build a solid business plan from the ground up. Also, we’ve added our template to help stakeholders and investors have a clear and, most importantly, equal understanding of your startup idea. So if you don't know how to plan an app yet and where to start, let's find out more about it.

Highlights:

• Startups seeking investment must have a business plan that details their business idea, target customers, marketing approach, and financial estimations.
• The quality of a company’s business plan directly correlates to its ability to attract investors and stay focused on growth objectives.
• Executive summary, company and team overviews, financial projections, market analysis, and marketing forecasts are all crucial parts of most business plans.

What is a business plan, and why is it important for mobile app startups?

A mobile app business plan is a document for starting or scaling a mobile app business . It describes your business concept, identifies your ideal customer base, demonstrates your marketing strategy, and provides financial estimates, among other things.

A business plan is commonly considered a document that serves as a tool for obtaining financing. Still, it is much more than that because it contains a wealth of useful information for investors.

Who receives funding using a business plan for software development?

• Startups and early-stage companies
• Established companies looking for expansion.
• Mid-sized firms trying to expand or enter new markets.
• R&D projects

In 2023, worldwide venture capital investment in software development totaled around $85 billion.

Likewise, in 2023, the average deal size for VC-funded software businesses was approximately $8.5 million.

As for crowdfunding, in 2023, Kickstarter software development projects raised over $120 million, with the average campaign raising about $25,000.

It is important to remember that a business plan is, first and foremost, an internal document essential for the successful administration of your company. A company strategy can help business owners to:

• Assess the market environment and the strategic positioning of their business.
• Make informed decisions.
• Have a strong plan they can refer back to to evaluate success.
• Significantly increase the odds of receiving funding.

What should a business plan include?

Let's take a closer look at what a business plan actually includes. Despite the fact that there is no universally accepted standard or order of items for describing a business plan, there are several common components that will answer the majority of the questions that investors will have, such as:

Executive summary

Company description, market analysis, products and services.

• Marketing and sales strategy

Financial plan

This is the first and most important part of your mobile app business plan because investors will read it first. Although it is first on the list of sections in a business plan, you should write it after finishing all the other parts, since it will serve as a summary of an existing plan .

The executive summary should be brief and not go too deep into how your product works. Instead, in this section, you should briefly describe your business , the niche you aim to fill , your target customer , and your application's unique solution (or a service you want to provide ).

Make your pitch unique to set your company apart from the competition. Highlight your idea's unique value proposition. This proposition should clearly describe your mobile app's unique benefits and features, stressing how it stands out . To further differentiate your product, play up your company's capabilities, such as new technology , great team knowledge , and strategic relationships . Remember that a well-defined, distinctive value proposition is critical to persuade investors and stakeholders of your company's potential for success.

Determine your objectives . You need to set clear and attainable goals, since investors will evaluate your goals for suitability. In this phase, your exit plan's goal must also be determined. A business owner must plan to 'leave' the business through exit planning. An exit can take several forms, including selling all or part of the company, merging it with another, passing it to a family, or listing it on a stock exchange through an IPO.

You should list funding needs and how the funds will improve your company's appeal. An effective startup business plan for mobile app success must include maximum transparency at each stage.

Make your document convincing . To do this, keep your product's concept and goals consistent throughout the paper. Give your reader accurate data and realistic project expectations. Make sure the business plan and executive summary creator's name and your team members' names are consistent throughout the documentation.

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After the executive summary, we recommend creating a company description. In this section, describe your company's history, mission, and the values that inspire you and your employees. If you have a tech partner or an outsourcing company, you should include it, as investors would want to know about and understand your staff's skills and experience.

Although it may sound basic, it is important to ensure you provide further details about your team, such as the number of team members, their names, job titles, etc.

The mission statement should describe the purpose of your company and the fundamental principles that guide your business. After establishing your mission, outline the primary challenges and the solutions to them that your startup can offer.

In this business plan section, assess the current and projected market conditions. Similarly, emphasize the approximate market share you are targeting. You should be aware of the present situation in your industry, have up-to-date information, and be able to generate a short-term forecast.

Mind Studios tip: The TAM/SAM/SOM definition is a great resource for analyzing the market. You can learn more about them in our article How to Do Market Research for Startups . When creating a business plan for app development, we recommend that you treat it as a business in general rather than just a mobile application. However, some differences exist: mobile apps are usually presented in app stores (AppStore and Google Play are the most popular ones). Therefore, most of your market study operations will be focused on them. Research your competitors and carefully read reviews for negative feedback - they will provide you with vital information about what competitors are not doing efficiently so far, which you may use to your benefit.

Your goal is to assess whether there’s a real market for your product, whether there are enough customers in the market, and whether those customers are willing to pay money to use your product.

Here you can highlight your product's unique selling points and provide more information about it (you can also mention your startup business proposal). If you were advised to keep things concise in the Executive Summary , now is the time to paint a more in-depth picture of your services or products for the readers.

Mind Studios tip: When marketing a mobile app, it's important to be explicit about its value and the problems it solves. Learn how to differentiate yourself from the competition by taking advantage of the possibilities presented by mobile apps. Mind Studios has an extensive background in developing mobile apps, and we would gladly consult you with any questions you may have, so feel free to contact us .

Marketing strategy and sales strategy

This part of the document should detail your product promotion strategy goals, checklist of objectives, and projections. Your knowledge of marketing your product or service is more valuable than the product or service itself.

A successful marketing plan helps acquire and retain new users, so it should also include the channels you want to use to attract customers and the funding you need for that purpose.

• Content marketing Content marketing is a good way to develop and share valuable, relevant content to attract and engage your target audience. This can involve blog posts, videos, infographics, and social media updates tailored to your target customer needs and interests. When done right, quality content can establish your company as an industry leader and bring organic traffic to your app.
• Influencer marketing and collaboration Partnering with influencers with a large following in your niche can help you expand your reach and reputation. Influencers may generate attention for your app through reviews, tutorials, and endorsements. Collaborating with them helps you tap into their existing audience, potentially converting their followers into app users.
• Cold calls Cold calling, while more conventional, could still be a successful tactic, particularly in the B2B sector. Directly reaching out to potential clients allows you to tailor your presentation, solve individual requirements, and create important connections. Cold calls can also give rapid feedback and highlight areas for growth.
• Social media Social media networks such as Facebook, Instagram, Twitter, TikTok, and YouTube are effective tools for connecting with your audience. Regular articles, engaging stories, and live sessions help boost app awareness and build a community around your company. Social media also enables tailored advertising to reach specific demographics.
• Online advertising Online advertising, such as Google Ads and social network ads, can increase traffic to your app. Paid campaigns are highly personalized, allowing you to reach potential consumers based on their interests, habits, and demographics. Investing in online marketing may quickly increase your app's downloads and user base.

Marketing budget forecast

It is also important to set a reasonable budget for your marketing efforts. Depending on your client acquisition strategy, consider the costs of content development, influencer collaborations, social media management, internet advertising, and a specialized sales crew for cold calling. A well-planned budget should incorporate initial launch charges and continuing costs for sustained engagement and user acquisition.

Anticipated growth results

Lastly, setting attainable user acquisition and retention targets can help you measure the effectiveness of your marketing activities. Analyzing market trends, competition strategies, and historical data can help you predict growth results. Regularly analyzing and revising your plan based on performance metrics ensures long-term growth and adaptability in a competitive market.

Mind Studios tip: Advertising a mobile app frequently follows the same rules for any other kind of product. But there are a few subtle tactics that you can use as well. To illustrate the point, mobile app markets are interested in promoting new solutions. As a result, they subtly boost app traffic for the first day. Before releasing your app, verify that it has undergone thorough testing, is ASO optimized, and has received positive reviews. This approach can give you an early advantage and keep you going strong even after the first 24 hours. It will be easier if you target the best possible reviews right from the start.

If you have any further questions about marketing your product or service correctly, contact us for a free consultation , and our business analyst team will be happy to help you.

To correctly set up this part of your business plan, you should clearly understand what kind of financing you need to move forward. Moreover, you need to express it as clearly as possible to be sure a potential investor will also understand what funding you need.

The financial model typically consists of a three- to five-year prediction of all key forecasted indicators, such as profit and loss , cash flow , balance sheets , start tables , unit economics calculations , and your app's projected revenues and costs . To accurately estimate the actual cost and distribution of assets, your financial record must include all these elements, each with a clear explanation.

Startup costs and funding required

Inform your investors about estimated costs. Since these numbers fluctuate, we recommend making reasonable estimates and leaving room for extra expenses .

Designate all types of costs:

• One-time costs (e.g. relocation costs, costs for obtaining an office space, equipment, servers, software, licenses)
• Fixed costs : they remain unchanged regardless of whether you produce something or not (e.g. rent, insurance, lease payments, fixed salaries)
• Variable costs : costs that change according to the production volume (e.g. wages)

Mind Studios tip: When establishing a budget, the expense of designing and developing the app for mobile devices is a major component. Many factors go into this price tag, including the team's budget, the technology selected, and any necessary third-party services or libraries, among other factors.

Don't hesitate to contact us if you have difficulty figuring out which library or combination of tools would be ideal for developing your idea; our experts will assess your concept and recommend the best course of action.

Estimate your marketing budget

You may estimate the cost of marketing services based on the market analysis you outlined in the preceding section of your business plan. Understanding the marketing budget is essential to all parties: you, as the app owner, investors, and other stakeholders.

Landing page creation

• Estimate costs for design and development.
• Include expenses for hosting and domain registration.
• Allocate funds for content creation, including copywriting and promotional videos.
• Budget for A/B testing tools to optimize content and design.
• Plan for analytics tools to track visitor behavior and campaign performance.

Website and blog launch

• Budget for website design, development, and maintenance.
• Include costs for hosting, domain registration, and SSL certificates.
• Plan for SEO services to optimize blog articles for better promotion.
• Estimate expenses for regular updates and content management.

Product launch type

Hard launch:

• Include costs for marketing campaigns targeting the entire audience.
• Budget for customer support and potential bug fixes post-launch.

Soft launch:

• Estimate expenses for releasing an MVP or full version with onboarding screens to a limited audience.
• Include costs for monitoring and gathering feedback for further improvements.
• Plan for incremental marketing expenses as the product is gradually introduced to a larger audience.

Monetization strategy

It is another section you need to add to your mobile app business plan. By illustrating your monetization model , you’ll demonstrate to your investors and other stakeholders that your project will be profitable and provide a return on investment with positive unit economics. It will also help you ensure your startup reaches its break-even point.

The most common ways to monetize an application are :

• Advertising (this model allows you to monetize your apps by displaying advertising to users through app ad networks, which use algorithms to deliver high-quality ads in real-time)
• Charging for the application (if your business model describes a paid application, you need to convince the consumer why they have to pay and what they’re paying for)
• In-app purchases (this is a widespread mobile app business model in iOS and Android applications)
• Subscriptions (this model of monetization is quite popular as well; in most cases, subscription apps have a free trial period)

Break-even point analysis

The break-even point is when total cost and revenue are equal, indicating that your business will not lose or earn money. In other words, you've reached the point where development or manufacturing expenses match product revenue.

This is a critical calculation to include in a fresh app business plan. Potential investors want to know the expected return on their investment and when they will see that return. Some businesses might take years to earn a profit, often losing funds for the first few months or even years before breaking even. As a result, the break-even point is a critical component of every business plan given to a prospective investor.

This can be useful for established businesses to examine costs, estimate earnings at various sales levels, and demonstrate potential recovery after unexpected or disaster scenarios.

Let’s discuss your tech needs

How does mind studios help customers in creating a business plan.

At Mind Studios, we understand that a robust business plan for an app is crucial for the success of any software or mobile app project. The discovery process in software development is a critical initial phase that aims to thoroughly understand the project requirements, align stakeholders, and establish a solid foundation for subsequent development stages.

Our comprehensive discovery phase is designed to help clients create a business plan for a mobile app that is both detailed and effective. Here’s how we assist our clients through this process:

#1. Understanding the project scope

Stakeholder interviews : We engage with clients, end-users, and key stakeholders to gather in-depth insights into their needs, expectations, and pain points. This helps us understand the project’s vision and goals.

Market research : Our team conducts thorough market research to analyze competitors, identify industry trends, and uncover opportunities and threats. This research is essential for positioning the project effectively in the market.

#2. Defining requirements

Functional requirements : We work closely with clients to detail the software’s features and functionalities through user stories and use cases. This ensures that all necessary aspects of the project are captured.

Non-functional requirements : We define the quality attributes of the software, such as performance, security, and usability, to ensure a comprehensive understanding of the project’s requirements.

#3. User experience (UX) design

User persona creation : Our UX experts develop profiles representing key user groups, helping us understand user behaviors and needs.

User journey mapping : We visualize the steps users will take to achieve their goals within the software, identifying potential pain points and areas for improvement.

Wireframing and prototyping : We create low-fidelity wireframes and interactive prototypes to validate design concepts and ensure alignment with client expectations.

#4. Technical feasibility and architecture planning

Technical assessment : Our technical team evaluates the feasibility of proposed features, identifying potential challenges and risks.

Architecture design : We define the system architecture and select the appropriate technology stack, laying the groundwork for a scalable and robust solution.

#5. Project Planning

Project roadmap : We outline a detailed project timeline, including key milestones and deliverables, to ensure a clear path forward.

Resource allocation : Our project managers define the project team, allocate roles and responsibilities, and estimate the budget.

#6. Risk management

Risk Identification and analysis : We identify potential risks and analyze their impact, developing mitigation strategies to address them proactively.

#7. Creating documentation

Requirement and design documentation : We compile detailed functional and non-functional requirements, along with design documents.

Project plan : We create a comprehensive project plan that includes timelines, milestones, resource allocation, and risk management strategies.

#8. Validation and Approval

Review sessions : We conduct review sessions with stakeholders to present our findings, gather feedback, and refine the project scope and plans.

Approval : We obtain formal sign-off from stakeholders, ensuring everyone is aligned and ready to proceed to the development phase.

#9. Transition to development

Kick-off meeting : We align our development team with the project goals and plans, ensuring everyone is on the same page.

Setting up environments : We establish the necessary development environments and set up continuous integration pipelines to support efficient development.

Our thorough discovery phase ensures clients have a well-defined app business plan, setting the stage for a successful software or mobile app development project. Contact our business development team anytime if you need assistance crafting a comprehensive business plan that secures funding.

Business plan example for a mobile app startup

So, what exactly does a business plan for a mobile app look like? Below is an example of a business plan we created for demonstration purposes. So, if you want to know exactly how to write a business plan for an app, you can take a look at our example. Although this mobile app business plan follows all the rules, the calculations are entirely fictional and may not apply to your plan.

We also provide a mobile app marketing plan template to complement our business plan, ensuring a strategic approach to promoting your app in the competitive market. This template includes up-to-date techniques for 2024, guiding you through effective advertising and user engagement strategies.

Download the free PDF app business plan template for a mobile app here

No matter which one you decide to create, a pre-written mobile app business plan can help you seamlessly navigate through the development process with its four fundamental stages : discovery , idea validation , design , and actual development .

Writing a mobile app business plan, especially the first page, is challenging. Many beginner entrepreneurs rush to download a free business plan from another company, mistakenly believing someone else's business strategy will help them succeed. It won't!

A detailed business plan that describes your company and mobile app justifies the use of funds, and addresses legal issues can help you build stakeholder trust. At Mind Studios, we suggest reviewing your app's business plan annually. This will help you meet user needs and assess progress. Refreshing a business plan regularly helps you track startup finances while developing smart investment strategies. In short, this document adapts to your startup .

Last but not least, business plans cannot be copied. They must be unique and show your enthusiasm for implementing your idea. Ensure your business plan shows its viability and profitability, since higher viability means more investment potential.

Contact us for a consultation with our tech experts

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Come si scrive un business plan per un'applicazione mobile?

I nostri esperti hanno creato un business plan per un'applicazione mobile , completamente personalizzabile.

Sviluppare un'applicazione mobile rappresenta un'idea di attività della quale viene voglia a alcuni creatori d'impresa. Tuttavia, prima di lanciare un'attività, è fondamentale predisporre un business plan solido. Un documento come questo permette di stabilire un piano di sviluppo per la tua applicazione mobile considerando, ad esempio, gli investimenti iniziali, il modello economico, le linee del conto economico, i rapporti di redditività nonché i profitti futuri della tua applicazione mobile. D'altro canto, il business plan della tua applicazione mobile costituisce un valido supporto per un finanziamento presso un investitore. Cosa deve essere compreso nel business plan di un'applicazione mobile? Quale struttura adottare per realizzarlo? Come calcolare il budget iniziale della tua applicazione mobile? Quali sono i grafici finanziari da presentare nel business plan? Come stimare il punto di pareggio di un'applicazione mobile? Nel seguente articolo rispondiamo a tutte queste domande. Oltre a ciò, per aumentare le possibilità di successo del tuo progetto, affidati al nostro business plan sviluppato sul modello economico di un'applicazione mobile .

L'elaborazione del business plan di un'applicazione mobile

Dovrei preparare un business plan per un'applicazione mobile.

Predisporre un business plan per un'applicazione mobile offre l'opportunità di: - identificare le cifre e i dati che caratterizzano il mercato delle applicazioni mobili - sintetizzare i cambiamenti in relazione al settore dello sviluppo mobile - presentare i fattori di successo di un'applicazione mobile - identificare i tuoi clienti futuri nonché i loro bisogni - prendere in considerazione una proposta di valore per questo nuovo progetto - identificare le applicazioni mobili concorrenti considerando la loro offerta - individuare i vantaggi competitivi per il tuo progetto - chiarire, grazie al Business Model Canvas, il modello economico del tuo progetto - imbastire un piano di sviluppo (identificando ogni fase) - analizzare gli eventi che possono verificarsi nel gestire la tua applicazione mobile - far comprendere a un investitore che questo progetto d'impresa presenta una situazione finanziaria solida I nostri esperti hanno cercato di costruire un business plan per un'applicazione mobile , che rispetti tutti questi punti.

Quale piano adottare per il business plan di un'applicazione mobile?

Questo tipo di documento comprende una gran quantità di indici, tabelle e studi. Ciononostante, è fondamentale che questi dati vengano raggruppati per avere un business plan di facile lettura. Questo è quello che abbiamo fatto nel nostro business plan per un'applicazione mobile . Il documento si struttura in diverse parti che descriviamo qui di seguito. La prima parte è denominata l' “Opportunità del Mercato” . In questa parte, il nostro staff va a presentare dei dati e delle analisi in merito al mercato delle applicazioni mobili. Vorremmo fornire dati recenti. Per questo motivo, vengono aggiornati due volte all'anno dal nostro staff. Questa parte del business plan ti offre anche la possibilità di sintetizzare le nuove proposte del mercato delle applicazioni mobili (per esempio la realtà virtuale e realtà aumentata, la tecnologia dei tag, le applicazioni istantanee, l'interfaccia vocale e analogica, o ancora le cripto valute). Infine, citiamo i criteri che consentono a un'applicazione mobile di raggiungere il punto di pareggio. La seconda parte fa riferimento alla “Presentazione dell'attività” . Quest'ultima ci permette di presentare la tua applicazione mobile: Quali sono le funzionalità integrate nell'applicazione? Che tipo di applicazione mobile è (nativa, multipiattaforma, ibrida)? L'applicazione è disponibile in diverse lingue? etc.). Questa parte presenta anche la proposta di valore della tua applicazione mobile. Termina con la presentazione del titolare del progetto (la persona alla guida di questo progetto imprenditoriale). Segue poi la parte indicata come “Studio del Mercato” che permette di elencare i segmenti di clientela per la tua applicazione mobile. Vengono presentati inoltre le applicazioni mobili concorrenti all'interno di uno studio dei competitor. Questa parte include , in particolare, una SWOT, lo strumento ideale per sintetizzare i punti di forza e di debolezza della tua applicazione mobile, citando, al contempo, opportunità e minacce potenziali che possono interferire nel suo sviluppo. Ora, la sezione “Strategia” ci offre la possibilità di creare una strategia di sviluppo specificando azioni ben precise che consentiranno al tuo progetto di raggiungere velocemente il punto di pareggio. Si propone anche una vera strategia di marketing che determini una crescita duratura. In ultimo, questo business plan presenta una parte finale intitolata “Finanze” , fondamentale per spiegare tutti gli indicatori finanziari della tua applicazione mobile.

Come redigere bene un Executive Summary per un'applicazione mobile?

Al fine di redigere bene l'Executive Summary della tua applicazione mobile, è importante seguire criteri specifici. Per cominciare, questo file deve essere breve. Inutile fare più di 2 pagine. In pratica, rappresenta l'introduzione del business plan del tuo applicazione mobile. Allo stesso modo, però, questo deve essere convincente, quindi essere in grado di far capire ad altri che la tua applicazione mobile ha un forte potenziale di redditività. Non fare errori ortografici e sottolinea i punti forti del tuo nuovo progetto (per esempio: è specializzato in un campo promettente, dà particolare importanza alla sicurezza degli utenti contro il crimine informatico, alimenta i suoi social network su base giornaliera o ancora è distribuito su diverse piattaforme (al fine di raggiungere un pubblico più ampio)). Il tuo Executive Summary deve rispettare una certa struttura. Puoi riprendere quella del nostro business plan per un'applicazione mobile , citato nella parte precedente.

Come creare un'analisi di mercato di un'applicazione mobile?

Uno studio di mercato studiato per la tua applicazione mobile ti permetterà di apprendere i criteri che possono condizionare il tuo progetto, come lo stato della richiesta, le ultime novità e tendenze, così come le applicazioni mobili concorrenti. Ogni idea imprenditoriale deve iniziare da una rigorosa ricerca di mercato. Cosa fare per riuscirci? Il nostro consiglio è quello di elencare una certa quantità di informazioni. Di seguito, i dati inclusi nella sezione denominata "Ricerca di mercato" del nostro business plan adatto a un'applicazione mobile : - i dati degli utlimi mesi in relazione al mercato delle applicazioni mobili - le ultime tendenze del mercato delle applicazioni mobili - i segmenti della clientela della tua applicazione mobile - la ricerca delle applicazioni mobili concorrenti - degli esempi di vantaggi competitivi - l'analisi SWOT di un'applicazione mobile

Gli elementi essenziali di un business plan per un'applicazione mobile

In cosa consiste il business model di un'applicazione mobile.

Il modello di business di un'applicazione mobile può variare in base alla natura dell'app. Può essere un modello di abbonamento, un modello basato su pubblicità o un modello basato su acquisti all'interno dell'app. Inoltre, alcune applicazioni mobile possono utilizzare un modello di freemium, in cui una versione di base dell'app è offerta gratuitamente, ma alcune funzionalità sono disponibili solo con un abbonamento o un acquisto. Il più delle volte, nel business plan, andiamo a illustrare il modello economico del tuo progetto utilizzando un Business Model Canvas. Questo strumento offre la possibilità di identificare facilmente le caratteristiche fondamentali della tua applicazione mobile e più nello specifico le diverse fonti di reddito, la struttura dei costi, i mezzi di comunicazione, ecc. Il nostro business plan per un'applicazione mobile include un Business Model Canvas (redatto e modificabile) completo per questo tipo di attività.

Quali sono degli esempi di segmenti di clientela di un'applicazione mobile?

Segmentare il mercato significa semplicemente suddividere un insieme di soggetti (e o di imprese) in gruppi simili. Per un'applicazione mobile, bisogna separare i profili che potrebbero mostrare interesse nel scaricare la tua applicazione mobile. Perché riteniamo necessaria questa operazione? Suddividere il mercato permette di strutturare la presentazione della clientela nel tuo business plan. Inoltre, una tale iniziativa ti darà l'opportunità di comunicare in modo opportuno (ad esempio, catalogando le offerte e i diversi messaggi della tua applicazione mobile secondo i diversi gruppi). Degli esempi di segmenti di mercato della tua applicazione mobile possono essere gli appassionati di videogiochi, le persone che desiderano fare acquisti con lo smartphone o i viaggiatori e i turisti alla ricerca di un alloggio e di dritte. Nel business plan concepito per un'applicazione mobile troverai una ricerca dei segmenti di mercato di questa attività.

Come elaborare lo studio della concorrenza di un'applicazione mobile?

Non sarai mai un caso isolato nel mercato delle applicazioni mobili. Ci sono comunque le applicazioni mobili concorrenti che si rivolgono alla stessa clientela. Il tuo business plan deve esporre un'analisi di questi concorrenti. Sarà essenziale riportare le loro caratteristiche fondamentali, senza dimenticare i loro vantaggi e, allo stesso modo, i loro punti di debolezza. Elenca in particolare le loro debolezze (per esempio: l'assenza di funzioni gratuite, delle pubblicità troppo frequenti durante l'utilizzo dell'applicazione, un'esperienza utente insoddisfacente, degli aggiornamenti poco frequenti se non totalmente assenti o l'indisponibilità dell'applicazione su alcuni app store). Perché è opportuno concentrarsi su questi punti? Poiché questi elementi generano certamente frustrazione fra i clienti delle applicazioni mobili concorrenti. Sfrutta questa situazione e ricava dei vantaggi concorrenziali per la tua applicazione mobile. Un vantaggio a livello di concorrenza costituisce un'ottima possibilità, in grado di aiutare il tuo progetto a sconfiggere i suoi concorrenti sul mercato. Qui sotto, alcuni esempi di vantaggi concorrenziali potenziali per un'applicazione mobile: - offre un'esperienza utente eccezionale - recluta un team di programmatori creativi - applica una tariffa di abbonamento interessante rispetto alla concorrenza (nel caso in cui il modello di business si basi su abbonamenti) - offre una gamma completa di funzionalità - ha una sua strategia di marketing (per ottenere visibilità) - pubblica regolarmente aggiornamenti - ecc. Scarica il nostro business plan per un'applicazione mobile per avere un'analisi concorrenziale già redatta nonché la lista dei vantaggi competitivi di questa attività.

Come ottenere la SWOT della tua applicazione mobile?

La matrice SWOT (Strengths, Weaknesses, Opportunities, Threats) rappresenta una risorsa importante , utile per sintetizzare i punti di forza e i punti di debolezza di un progetto, come la tua applicazione mobile. Ciononostante, questa matrice è necessaria al fine di raggruppare le opportunità e le minacce potenziali. Una matrice SWOT redatta correttamente per la tua applicazione mobile deve essere sintetica e pertinente. Questo è un esercizio pericoloso per i principianti , che a volte costruiscono delle analisi SWOT confuse, irrilevanti e poco incisive. Eppure, allo stesso modo del Business Model Canvas, la matrice SWOT ha la facoltà di essere una fonte sintetica, che offre un numero importante di informazioni essenziali riguardanti la tua applicazione mobile su una sola pagina. Per avere una SWOT completa, redatta e modificabile, scarica il nostro business plan adatto a un'applicazione mobile .

Come creare la strategia di marketing per un'applicazione mobile?

All'interno del business plan della tua applicazione mobile, devi sviluppare un piano strategico efficace al fine di consentire lo sviluppo del tuo progetto imprenditoriale. La strategia di marketing e commerciale raggruppa la totalità di decisioni che saranno messe in atto affinché un numero crescente di clienti sia invogliato a scaricare la tua applicazione mobile. Per fare un esempio, possiamo menzionare la creazione di un sito web per la tua applicazione mobile. Questo sito aiuterà i tuoi clienti a localizzarti sul web. Qui dovranno essere presenti le informazioni chiave riguardanti la tua applicazione mobile. Sarà opportuno , allo stesso modo, ottimizzare il suo posizionamento online (cioè la SEO, acronimo di "Search Engine Optimization") e, in particolare, prestando attenzione alle parole chiave correlate affinché la tua applicazione mobile sia ben visibile fra i risultati dei motori di ricerca. Per essere certi di posizionare il proprio sito web al numero uno dei risultati sul motore di ricerca, puoi anche investire in campagne Google Ads. La tua applicazione mobile deve allo stesso modo mantenere una certa attività sui diversi social media. Il servizio di Facebook Ads offre l'opportunità di mostrare la tua applicazione mobile e le sue caratteristiche ai tuoi clienti potenziali. Questo è un approccio efficace per ottenere dei clienti. L'insieme delle azioni pubblicitarie della tua applicazione mobile non si fa solo online. Si possono considerare anche delle azioni per il mondo "fisico". È possibile , per esempio, far stampare dei supporti di marketing al fine di promuovere la tua applicazione mobile. Infine, hai la possibilità di costruire delle partnership con altre imprese che saranno utili per farti conoscere. Esistono moltissime tecniche e decisioni di marketing da mettere in atto. Scopri tutto nel business plan adatto a un'applicazione mobile .

Gli elementi finanziari del business plan della tua applicazione mobile

Un business plan ben realizzato comprende una strategia finanziaria completa. Bisogna, tra l'altro, calcolare il reddito della tua applicazione mobile. Ovviamente è necessario che queste previsioni siano coerenti. Il nostro modello finanziario adatto a un'applicazione mobile include un sistema di assistenza che consente a noi creatori d'impresa di ottenere previsioni e stime realistiche. In questo modello finanziario, i prezzi degli abbonamenti e di altri servizi della tua app mobile sono, tra l'altro, modificabili, per poter testare diversi casi specifici. Allo stesso modo, bisogna stabilire un budget per la tua applicazione mobile. Questa parte del business plan integra l'insieme delle spese di avvio e, allo stesso modo, le somme associate. L'analisi degli indicatori di redditività rappresenta anche una sezione essenziale del business plan della tua applicazione mobile. Ciò aiuta a comprendere meglio il fatturato che il tuo progetto deve avere per raggiungere la soglia di redditività. Questo approccio permette di avere anche delle informazioni sui vantaggi che puoi generare con la tua applicazione mobile. In più, bisognerà analizzare i costi di esercizio della tua applicazione mobile. Ad esempio, tra queste si possono trovare le commissioni pagate alle piattaforme SEO, gli abbonamenti ad altre applicazioni per il marketing del tuo progetto, i costi del server per l'archiviazione dei dati della tua applicazione mobile o l'importo destinato agli influencer in ambito digitale che testeranno e promuoveranno la tua applicazione. Per finire, anche la qualità della strategia finanziaria del tuo progetto può essere esaminata grazie al rapporto dei bilanci intermedi di gestione, all'analisi del fabbisogno di capitale circolante e degli indici e grafici utili. Questi indicatori finanziari sono integrati nel nostro modello finanziario per un'applicazione mobile .

Altri grandi articoli Creare un'applicazione mobile che generi profitti Elaborare un studio di mercato per un'applicazione mobile La redditività di un'applicazione mobile Il budget per il sviluppo di un'applicazione mobile Redarre un plan finanziario per un'applicazione mobile

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Come creare un solido Business Plan per app mobile

Antonio gison.

• 12th Mar '19

Un decennio fa bastava creare un app, caricarla sugli store e aspettare che gli utenti la scaricassero. Oggi, con quasi 3 miliardi di smartphone in circolazione, un abbondante fetta dei proprietari di questi smartphone ha intenzione di creare un app o lo sta già facendo.

Per chi sta iniziando adesso e vuole considerare cosa dovrà affrontare o chi è già avviato ma ha bisogno di scalare velocemente, e quindi presentarsi di fronte un investitore, è bene creare un business plan.

Qui trovi esattamente cosa includere in un business plan per startup di app mobile , esatto, puoi fartelo da solo.

Business plan template App business plan template

1. Executive Summary Cerca di essere preciso e sintetico in questo punto, Executive Summary è un riassunto che spiega in poche parole all’investitore di cosa stiamo parlando. Di solito il Business Plan si presenta solo agli investitori che mostrano un reale interesse e siamo sicuri di poterci fidare, per tutti gli altri fornire un Executive Summary va più che bene.

1.1 Problema Il problema o una serie di complicazioni che i tuoi clienti stanno affrontando, possibilmente, un problema non ancora affrontato o risolto non nella migliore delle soluzioni. Dimostrare con esempi e dati rende più appetibile il Business Plan.

1.2 Soluzione Spiegare come si risolverebbe il problema e perché gli utenti dovrebbero utilizzare la nostra app. Può sembrare semplice e scontato, ma in questa sezione bisogna aiutare gli altri ad entrare nel nostro punto di vista.

1.3. Value proposition La differenza tra un normale business plan e uno specifico per app sta in questo punto, quindi fai molta attenzione. Possiamo definirlo un vantaggio sleale (Unfair Advantage), la differenza che rende unico il nostro prodotto rispondendo ad una serie di domande: Perché la mia app è diversa? come questa diversità produce un risultato migliore? Cosa dovrebbe far scegliere la mia app e non un’altra? Negli store, le app sembrano tutte uguali, un buon esercizio per creare una maggiore diversità nella nostra app è prendere nota di cosa ci cattura, quindi, cercare un app come “calcolatrice” e iniziare a scorrere la pagina dei risultati fino a quando qualcosa non cattura la nostra attenzione e prendere subito nota. L’elemento che ci cattura può essere qualsiasi cosa, un colore specifico, il logo, una parola nella descrizione, la copertina, il video presentazione, il numero dei download, un commento in particolare, la data di rilascio dell’app, praticamente tutto senza giudizio. Questo esercizio andrebbe fatto in collaborazione con altri membri del team, quello che cattura la tua attenzione potrebbe non farlo al tuo co-founder e vice versa.

1.4. Target Market In questo punto bisogna descrivere il mercato in cui ci andremo ad inserire. Se il mercato è già formato possiamo prendere dati pubblici dai nostri competitors, in ogni caso sarebbe opportuno usare queste metriche:

Total Available Market (TAM) : la grandezza totale del mercato che conosciamo Serviceable Available Market (SAM) : percentuale del mercato che possiamo raggiungere attraverso azioni di vendita, marketing e partnership in una specifica finestra temporale (1,2,3 o 5 anni). Serviceable Obtainable Market (SOM) : questa metrica definisce i nostri “early adopter” ovvero i primi che credono nel progetto, il numero stimato di utenti e in quanto tempo riusciamo a raggiungere il numero fissato. Il tutto se decorato da una forte motivazione, ad esempio: La categoria di utenti bevitori di cappuccino ha un forte bisogno di risolvere questo problema, perché…[spazio all’immaginazione], successivamente la categoria dei caffè segue a ruota una volta che i primi adotteranno il cambiamento.

2. Team Se l’idea di business ha carattere ma non è esageratamente rivoluzionaria ma modesta con un profitto interessante, dovresti puntare alle caratteristiche del team, oppure se l’app ha una complessità di tipo “sperimentale”, ad esempio un intelligenza artificiale che studia come usiamo il cellulare e ci assiste nelle funzioni giornaliere, quindi c’è incertezza sulla riuscita di questo progetto, dovresti comunicare la solidità e competenza del team, in ogni caso questo è un altro punto da non sottovalutare. Se Bill Gates volesse proporti di creare l’app calcolatrice dubito che non investiresti, esempio forte ma sicuramente hai afferrato il concetto.

Entità legale, dove la startup è stata registrata, numero di impiegati e azionisti. Dove si trova la sede operativa e se qualche membro opera da remoto.

2.1. Team challenge Immagina di essere un ricercatore, qui è bene inserire i problemi che il team ha affrontato e come sono stati risolti. Argomentare lo studio del MVP (Minimum Viable Product) e dimostrare come è stato validato. Un altra “challenge” problema comune nel mondo dei programmatori è una sorta di incompatibilità o se siamo fortunati una “deprecazione”. Si è solito utilizzare pezzi di codice già realizzato da altri oppure un integrazione con altre app o siti, come ad esempio un login con Facebook o Google o l’utilizzo delle mappe. Può capitare che questi aggiornino il loro codice e rendino incompatibile con quello che stiamo facendo e quindi bloccare i lavori in corso della nostra app, per fare un esempio semplice: stiamo costruendo una casa e il comune ha deciso proprio oggi di sistemare i pali della luce e i fili passano proprio sotto casa tua, quindi durante la notte ti ha distrutto il pavimento e il giorno dopo nella bacheca comunale scopri che hanno dovuto fare dei lavori di emergenza, esagerato come esempio? più o meno è quello che succede con le app, quindi scrivere come hai superato questo ostacolo permette di capire all’investitore come ragioni.

3. Strategia di Marketing Il piano di marketing è molto variabile, forse è uno degli aspetti più variabili perché quello che pensiamo possa funzionare può essere facilmente smentito con un A/B test oppure può variare in base al budget a disposizione e quindi ci costringe ad adottare un’altra strategia, la migliore soluzione è specificare solo chi sono i nostri clienti e come raggiungerli con l’aiuto della costruzione di una Buyer Persona(ovvero l’identikit o la carta d’identità del nostro cliente tipo). Può essere utile creare una mini campagna marketing con un sito di test o un app prototipo giusto per confermare la nostra tesi, per confermare che la Buyer Persona che abbiamo disegnato in realtà è proprio il nostro cliente, in più abbiamo anche i dati che lo confermano.

4. Finanziamenti Questa è la parte critica, ma se abbiamo lavorato bene nei punti precedenti, siamo già a metà dell’opera.

Come hai intenzione di fare soldi? Quanti soldi escono, quanti ne entrano e in che modo? ma la domanda principale punta a giustificare i soldi che ci servono: come hai intenzione di spenderli e perché ne hai bisogno? Utilizzare il business model canvas può aiutare a scrivere questo punto.

4.1. Entrate La nostra applicazione monetizzerà con gli utenti oppure con le pubblicità? Se l’applicazione è statica, risolve un problema in una maniera migliore da quella proposta dalle app gratis, allora si potrebbe pensare ad un pagamento unico oppure l’inserimento di pubblicità. Se l’app è necessaria come l’acqua, un abbonamento ci permette di concentrarci meno sull’acquisizione continua di nuovi clienti e più sul migliorare il prodotto per quelli esistenti paganti.

4.2. Costi I costi relativi all’app variano molto dalla complessità dell’app, dalle sue funzioni, design e server. Essendo un argomento complesso ho dedicato un articolo a parte che spiega quanto costa sviluppare un app mobile.

L’unico costo che considererei relativamente variabile è il server, solitamente per i progetti con numero di utenti imprevedibile, ad esempio una TV Streaming è consigliabile un server con pagamento a consumo. Nelle fasi iniziali un server con pagamento annuale va più che bene.

In conclusione: Scrivere un Business Plan può risultare un attività lunga e noiosa, incoraggio sempre a scrivere autonomamente il tutto. Non hai tempo? contattami cliccando quì e ti aiuterò a realizzare il business plan. Ad ogni modo, con le precedenti linee guida riuscirai a realizzare la prima versione completa del tuo Business Plan!

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Sono un Project Manager e Startup Advisor a Londra. Mi definisco un capo cantiere e la tua idea di business è il progetto sul quale lavoro, lavoro con i migliori programmatori, designer ed esperti nel settore digitale e Startup. Hai un progetto da propormi? contattami :)

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Mobile App Business Plan Template

Written by Dave Lavinsky

Mobile App Business Plan

Over the past 20+ years, we have helped over 5,000 entrepreneurs and business owners create business plans to start and grow their mobile app development company. On this page, we will first give you some background information with regards to the importance of business planning. We will then go through a mobile app business plan template step-by-step so you can create your plan today.

Download our Ultimate Mobile App Business Plan Template here >

What is a Mobile App Business Plan?

A business plan provides a snapshot of your mobile app as it stands today, and lays out your growth plan for the next five years. It explains your business goals and your strategy for reaching them. It also includes market research to support your plans.

Why You Need a Business Plan for an App Company

If you’re looking to launch a mobile app or grow your existing mobile app you need a business plan. A business plan will help you raise funding, if needed, and plan out the growth of your mobile app in order to improve your chances of success. Your business plan is a living document that should be updated annually as your company grows and changes.

Source of Funding for Mobile App Companies

With regards to funding, the main sources of funding for a mobile app are personal savings, credit cards, bank loans, angel investors and venture capitalists. With regards to bank loans, banks will want to review your business plan and gain confidence that you will be able to repay your loan and interest. To acquire this confidence, the loan officer will not only want to confirm that your financials are reasonable. But they will want to see a professional plan. Such a plan will give them the confidence that you can successfully and professionally operate a business.

The second most common form of funding for a mobile app is angel investors. Angel investors are wealthy individuals who will write you a check. They will either take equity in return for their funding, or, like a bank, they will give you a loan.

Venture capitalists will also fund a mobile app and will take equity in return for their funding, VC funding generally comes after you’ve received initial proof of the mobile app concept or traction with your app.

Finish Your Business Plan Today!

How to write a business plan for a mobile app development company.

A comprehensive business plan for an app company should include the 10 sections as follows:

Executive Summary

• Company Overview

Industry Analysis

Customer analysis, competitive analysis, marketing plan, operations plan, management team, financial plan.

Your executive summary provides an introduction to your business plan, but it is normally the last section you write because it provides a summary of each key section of your plan.

The goal of your Executive Summary is to quickly engage the reader. Explain to them the type of app business you are operating and the status; for example, are you a startup, do you have a mobile app that you would like to grow, or do you already have several successful app businesses?

Next, provide an overview of each of the subsequent sections of your plan. For example, give a brief overview of the mobile app industry. Discuss the type of mobile app you are operating. Detail your direct competitors. Give an overview of your target audience. Provide a snapshot of your marketing strategy. Identify the key members of your team. And offer an overview of your financial plan.

Company Analysis

In your company overview, you will provide a detailed description of your mobile app business.

For example, you might operate one of the following types:

• Business app : this type of mobile app generally helps increase productivity and/or decrease costs.
• Entertainment app : this type of mobile app includes news, social networking, music, video, etc.
• Lifestyle app : this type of mobile app includes things like fitness, shopping, dating, etc.
• Education app : this type of app must have the primary objective of advancing a user’s knowledge and overall breadth in a particular subject.
• Utility app : this type of app includes things like scanners, trackers, health-related apps, cell service providers, etc.
• Travel app : this type of app aids in planning and booking trips.
• Other app : there are a limitless number of areas in which a successful app could be created

In addition to the business description, the Company Analysis section of your business plan needs to provide background on the business.

Include answers to questions such as:

• When and why did you start the business?
• What is your company history?
• What is your mission statement?
• What is your business idea or app idea?
• What is your business model or monetization strategy (i.e., freemium, subscription, in-app purchases, affiliate marketing, crowdfunding, paid apps, sponsored content, etc.)?
• What milestones have you achieved to date? Milestones could include sales goals you’ve reached, new store openings, etc.
• Your legal structure. Are you incorporated as an S-Corp? An LLC? A sole proprietorship? Explain your legal structure here.

In your industry analysis, you need to provide an overview of your app development business.

While this may seem unnecessary, it serves multiple purposes.

First, researching the mobile app industry educates you. It helps you understand the market in which you are operating.

Secondly, market research can improve your strategy particularly if your research identifies market trends. For example, if there was a trend towards quiz apps, it would be helpful to ensure your plan incorporates gamification into your app.

The third reason for market research is to prove to readers that you are an expert in your industry. By conducting the research and presenting it in your plan, you achieve just that.

The following questions should be answered in the industry analysis section:

• How big is the app industry (in dollars)?
• Is the market declining or increasing?
• Who are the key competitors in the market?
• Who are the key suppliers in the market?
• What trends are affecting the industry?
• What is the industry’s growth forecast over the next 5 – 10 years?
• What is the relevant market size? That is, how big is the potential market for your mobile app? You can calculate this figure by multiplying the size of your target customer market by the amount they might spend per year on your app.

The customer analysis section must detail the customers you serve and/or expect to serve.

The following are examples of customer segments: business operations managers, college students, sports enthusiasts, soccer moms, techies, teens, baby boomers, etc.

As you can imagine, the customer segment(s) you choose will have a great impact on the type of mobile app you operate. Clearly, baby boomers would want different pricing and product options, and would respond to different user engagement strategies than teens.

Try to break out your target customers in terms of their demographic and psychographic profiles. With regards to demographics, include a discussion of the business types (if B2B), ages, genders, locations and income levels of the customers you seek to serve.

Psychographic profiles explain the wants and needs of your target customers. The more you can understand and define these needs, the better you will do in attracting and retaining your customers.

Finish Your Mobile App Business Plan in 1 Day!

Don’t you wish there was a faster, easier way to finish your business plan?

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

Your competitive analysis should identify the indirect and direct competitors your business faces and then focus on the latter.

Direct competitors are other app businesses in your niche.

Indirect competitors are other options that customers have to achieve similar results to what your app offers.

With regards to direct competition, you want to detail the other app development companies with which you compete. Most likely, your direct competitors will be mobile app businesses offering the same type of service or activity that yours does.

For each such competitor, provide an overview of their businesses and document their strengths and weaknesses. Unless you once worked at your competitors’ businesses, it will be impossible to know everything about them. But you should be able to find out key things about them such as:

• What types of customers do they serve?
• What products do they offer?
• What is their pricing (premium, low, etc.)?
• What are they good at?
• What are their weaknesses?

The final part of your competitive analysis section is to document your areas of competitive advantage. For example:

• Will you provide superior features?
• Will you provide better customer service?
• Will you offer better pricing?

Think about ways you will outperform your competition and document them in this section of your plan.

Traditionally, a marketing plan includes the four P’s: Product, Price, Place, and Promotion. For an app business, your marketing plan should include the following:

Product : in the product section, you should reiterate the type of mobile app that you documented in your Company Analysis. Then, detail the specific features of your app.

Price : Document how you will price your app and if there will be different pricing levels (e.g., free, entry, premium) and what those levels will be.

Place : Place refers to your distribution method. Document how customers can download your app (e.g., from your website, the Apple App Store, Google Play, etc.).

Promotions : the final part of your mobile app marketing plan is the promotions section. Here you will document how you will drive customers to your app(s). The following are some promotional methods you might consider:

• Social media marketing strategy
• Advertising in magazines, newspapers and/or trade journals
• Reaching out to local bloggers and websites
• Pay per click advertising

While the earlier sections of your business plan explained your goals, your operations plan describes how you will meet them. Your operations plan should have two distinct sections as follows.

Everyday short-term processes include all of the tasks involved in running your mobile app such as writing code, building upgrades, fixing bugs, providing customer service, etc.

Long-term goals are the milestones you hope to achieve. These could include the dates when you expect your 10,000th app install, or when you hope to reach $X in sales. It could also be when you expect to hire your Xth employee or launch a new location.

To demonstrate your mobile app’s ability to succeed as a business, a strong management team is essential. Highlight your key players’ backgrounds, emphasizing those skills and experiences that prove their ability to grow a company.

Ideally you and/or your team members have direct experience in app development business. If so, highlight this experience and expertise. But also highlight any experience that you think will help your business succeed.

If your team is lacking, consider assembling an advisory team. An advisory team would include 2 to 8 individuals who would act like mentors to your business. They would help answer questions and provide strategic guidance. If needed, look for advisory board members with experience in mobile apps and/or successfully running small businesses.

Your financial plan should include your 5-year financial statement broken out both monthly or quarterly for the first year and then annually. Your financial statements include your income statement, balance sheet and cash flow statements.

Income Statement : an income statement is more commonly called a Profit and Loss statement or P&L. It shows your revenues and then subtracts your costs to show whether you turned a profit or not.

In developing your income statement, you need to devise assumptions. For example, will you have 100 downloads per week or 200? And will sales grow by 2% or 10% per year? As you can imagine, your choice of assumptions will greatly impact the financial forecasts for your business. As much as possible, conduct research to try to root your assumptions in reality.

Balance Sheets : While balance sheets include much information, to simplify them to the key items you need to know about, balance sheets show your assets and liabilities. For instance, if you spend $100,000 on building out your mobile application, that will not give you immediate profits. Rather it is an asset that will hopefully help you generate profits for years to come. Likewise, if a bank writes you a check for $100.000, you don’t need to pay it back immediately. Rather, that is a liability you will pay back over time.

Cash Flow Statement : Your cash flow statement will help determine how much money you need to start or grow your business, and make sure you never run out of money. What most entrepreneurs and business owners don’t realize is that you can turn a profit but run out of money and go bankrupt.

In developing your Income Statement and Balance Sheets be sure to include several of the key costs needed in an app startup or growing mobile app company:

• Cost of equipment like computers, data warehousing, etc.
• Payroll or salaries paid to staff and independent contractors
• Business insurance
• Taxes and permits
• Legal expenses

Attach your full financial projections in the appendix of your plan along with any supporting documents that make your plan more compelling. For example, you might include your store design blueprint or location lease.

Free Business Plan Template for a Mobile App Business

You can download our mobile app business plan PDF template . Our sample mobile app business plan would also be a helpful resource for writing your own business plan.

Mobile App Business Plan Summary

Putting together a business plan for a mobile app will improve your company’s chances of success. The process of developing your plan will help you better understand your target audience, your competition, and your business strategy. You will also develop the marketing strategies needed to better attract and serve your target market, an operations plan to focus your efforts, and financial projections that give you business goals to strive for and keep your company focused.

Growthink’s Ultimate Mobile App Business Plan Template allows you to quickly and easily complete your Mobile App Business Plan.  

Additional Resources for a Mobile App Startup

Don’t you wish there was a faster, easier way to finish your Mobile App business plan?

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 professional business planning advisors can create your business plan for you.

Other Helpful Business Plan Articles & Templates

How to write a business plan for your app startup

Table of Contents

Executive summary

Company description , market analysis, market size, projections, competitors, swot analysis, unique selling point (usp), marketing strategy, customer acquisition strategy, social media, startup costs and funding, monetisation strategy, final thoughts…, manage your finances better.

Writing a business plan is the first step to developing your app. It helps you clarify your vision and identify the steps you need to take to reach your goals. 

This guide will show you how to write a business plan for your app startup to help you attract investors, secure funding, and guide your overall efforts. 

You’ll need to include:

• Company description
• Unique selling proposition (USP)
• Monetisation plan

Every business plan should answer whether it’s profitable to produce the product and invest in the business. Use the following sections to get that point across.

This section is the first thing potential investors will see when reading your business plan, so make sure it packs a punch. 

Your executive summary should hook the reader and entice them to keep reading your plan –– and invest in your app startup.  

Make your summary clear and memorable, and answer the following questions:

• What problem do you want to solve with your app?
• What is your solution?
• How will your app change the market? 
• What goal are you pursuing? 
• Why will you succeed?

While your executive summary comes first in a business plan, it’s best to write it last to ensure it highlights all key aspects of the document. You can learn more about how to write an executive summary here .

This section introduces your app startup and app concept to help potential investors understand more about you. Who are you, and what makes you unique?

When describing your business and app, share the following details:

• Business structure (is it a sole proprietorship or limited company ?)
• Company location 
• Information about you as the owner
• Problem your app will solve
• Business mission (why you created your app startup)

Quick tip: People love a good story, so use your company description to tell yours. Explain how you came up with your app idea and why you think it’s important. Keep it short and catchy to win the reader’s attention quickly.

Next, investors need to know how your app will fit into the market. After all, you’re trying to convince them that you’re worth investing in.

First, research what the current market looks like. There are three key parameters to base the market size:

• Total available market (TAM) – the maximum demand for a solution in the commercial market.
• Serviceable available market (SAM) – the portion of the total available market you can target through sales and marketing.
• Serviceable obtainable market (SOM) – this defines the segment of the serviceable available market that includes the first people to use your product or service.

How likely is your app to succeed in the market?

Research firms like Nielsen or Forrester can help you understand your target market size and your industry’s potential for growth . Use success stories of similar businesses to give readers proof that your idea can be profitable.

Key point: Only include statistics that relate to your business. For example, if your app will only serve the local market, try to find local statistics. 

Also research your competitors to demonstrate how your app measures up against other solutions. What makes you different?

Study other app businesses in your industry, including their niche, branding, app functionality, audience size, pricing, marketing, and so on. 

Identify your strengths, weaknesses, opportunities, and threats ( SWOT ) to define where you stand in the market and against your competition. 

Demonstrating your strengths and opportunities shows potential investors why your app startup is a worthwhile investment.

And highlighting your weaknesses and threats shows investors that you know your limits and have a plan to overcome challenges you might face.

Your unique selling point (USP) is what differentiates your app and business from others in your industry. How is your app better than your competitors’?

Explain who you’ll do differently that will make people download your app instead of another, similar one. 

When considering how to write a business plan for your app startup, think about how you can prove to potential investors that you have a plan for promoting your business. 

You want to write a section that details your marketing strategy , including the following aspects:

Lay out your strategies for acquiring new customers, talking about each channel and tactic you plan on using to attract them. 

Try to estimate how much it will cost you to acquire one customer from each channel. For example, if you plan on using paid advertising, how much do you think you’ll need to spend on it?

It’s important to have numbers to show investors to give them an idea of how much money you might need.

Social media marketing is one of the most effective ways to promote a product these days. When developing your marketing plan, find out how many potential customers you could reach through platforms like Facebook, Instagram, TikTok, Twitter, and so on. 

Provide readers with details about what channel you believe will be most profitable and why. Remember, you want them to want to invest in you.

Include a reasonable estimate of how much it’ll cost to get your app startup up and running. Investors want to know where their money will go. 

Mention one-time costs, recurring charges, fixed costs, and any other expenses you think you’ll incur. Give an estimation of how much money you’ll need and why. 

This section explains how you’ll generate revenue from your app. The most common ways to monetise an app are: 

• In-app ads – your app is free for people to use, but other brands pay to advertise their solutions to your users. 
• Paid app – this is where users pay a small fee to download and use your app. 
• In-app purchases – here, you offer a basic version of your app for free and encourage people to pay for more features or other privileges.
• Subscription – you can charge monthly or annual fees for people to use your app. Netflix is an example of a subscription app. 

Knowing how to write a business plan for your app startup isn’t always easy. The idea is to prove that your idea is a worthwhile investment by demonstrating:

• Your knowledge about the market.
• Your understanding of your target audience.
• Why your app will succeed in the current market.
• That you’ve done your research to support your concept.

Once you’re done with your research and have written your business plan, remember to proofread it . Use writing tools like Grammarly to make sure your spelling, grammar and style are spotless.

Now that you have a better idea of how to write a business plan for your app startup, you’re one step closer to bringing your idea to life!

You can improve almost every aspect of your business with new technology, including your business bookkeeping. That’s why hundreds of app startups use Countingup to make their financial admin easier. 

Countingup is the business current account and accounting software in one app. Keep your money where you can see them, and your financial data easily accessible whenever you need it. 

• Counting Up on Facebook
• Counting Up on Twitter
• Counting Up on LinkedIn

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Modelli di business plan semplici

By Joe Weller | 2 Aprile 2020

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In questo articolo abbiamo raccolto una serie di semplici modelli di business plan, tutti scaricabili gratuitamente in formato Word ed Excel.

In questa pagina troverete un modello di business plan di una pagina , un semplice business plan per le startup , un modello di business plan per piccole imprese , uno schema di business plan e altro ancora. Includiamo anche un esempio di business plan e i principali componenti di un business plan per aiutarvi a iniziare.

Modello di business plan semplice

Scarica il modello di business plan semplice

Questo semplice modello di business plan presenta tutti gli elementi di un business plan tradizionale per aiutarvi a costruire il vostro, e offre spazio per aggiungere informazioni sui finanziamenti per le startup in cerca di fondi. È possibile utilizzare e personalizzare questo semplice modello di business plan per adattarlo alle esigenze di organizzazioni di qualsiasi dimensione.

Modello di business plan di una pagina

Scarica il modello di business plan di una pagina

Excel | Word

Utilizzate questo business plan di una pagina per documentare le vostre idee chiave in modo organizzato. Il modello può aiutarvi a creare una visione di alto livello del vostro business plan e a renderlo facilmente leggibile per gli stakeholder. Potete usare questo piano di una pagina come riferimento per costruire un progetto più dettagliato per la vostra attività.

Per altri piani di una sola pagina, date un'occhiata a " Modelli di business plan di una sola pagina con una guida rapida "

Modello di piano d'impresa semplice da compilare

Scarica il modello di piano d'impresa semplice da compilare

Utilizzate questo modello di business plan a riempimento di spazi vuoti come guida per la costruzione del vostro business plan. Ogni sezione è precompilata con contenuti esemplificativi, con lo spazio necessario per aggiungere parole personalizzate relative al vostro prodotto o servizio.

Per ulteriori risorse gratuite e scaricabili, visitate il sito " Modelli di business plan gratuiti da compilare "

business plan semplice per l'avvio di un'impresa

Scarica il modello di business plan per startup - Word

Questo modello di business plan è stato progettato pensando a un'impresa in fase di avviamento e contiene gli elementi essenziali necessari per trasmettere i dettagli chiave del prodotto o del servizio a investitori e stakeholder. Questo modello consente di organizzare tutte le informazioni e di includere un sommario esecutivo, una panoramica dell'azienda, un'analisi della concorrenza, una strategia di marketing, dati finanziari e altro ancora. Per ulteriori risorse, visitate " Modelli ed esempi gratuiti di business plan per startup "

Modello semplice di piano per piccole imprese

Scarica un semplice modello di piano per piccole imprese

Questo modello vi guida attraverso ogni componente di un piano per piccole imprese, tra cui il background dell'azienda, la presentazione del team di gestione, l'analisi del mercato, l'offerta di prodotti o servizi, un piano finanziario e altro ancora. Questo modello è dotato anche di un indice integrato per tenere in ordine il piano e può essere personalizzato per adattarsi alle vostre esigenze.

Modello di business plan Lean

Scarica il modello di business plan Lean

Questo modello di business plan snello è una versione ridotta di un business plan tradizionale che fornisce solo gli aspetti più essenziali. Descrivete brevemente la vostra azienda e il settore, il problema che state risolvendo, la vostra proposta di valore unico, il mercato di riferimento e le metriche chiave di performance. C'è anche spazio per elencare un calendario delle attività principali.

Modello di schema di business plan semplice

Scarica il modello di schema del business plan semplice

Utilizzate questo semplice schema di business plan come base per creare il vostro business plan. Questo modello contiene 11 sezioni, tra cui un frontespizio e un indice, che illustra in dettaglio ciò che ogni sezione dovrebbe trattare in un business plan tradizionale. Semplificate o ampliate questo schema per creare le basi di un business plan adatto alle vostre esigenze aziendali.

Modello semplice di pianificazione aziendale con cronologia

Scarica un semplice modello di pianificazione aziendale con una linea temporale

Questo modello funge anche da piano di progetto e da calendario per monitorare i progressi nello sviluppo del business plan. Questo modello di pianificazione aziendale consente di suddividere il lavoro in fasi e offre spazio per aggiungere compiti e date chiave per ogni attività. Riempite facilmente le celle in base alle date di inizio e fine per creare una linea temporale visiva e per garantire che il vostro piano rimanga in linea.

Modello di scheda di valutazione del business plan semplice

Scarica la rubrica del business plan semplice

Una volta completato il business plan, utilizzate questo modello di valutazione del business plan per valutare e assegnare un punteggio a ogni componente del piano. Questa griglia vi aiuta a identificare gli elementi del vostro piano che soddisfano o superano i requisiti e a individuare le aree in cui dovete migliorare o elaborare ulteriormente. Questo modello è uno strumento prezioso per garantire che il vostro business plan definisca chiaramente gli obiettivi, le finalità e il piano d'azione, al fine di ottenere il consenso di potenziali investitori, stakeholder e partner.

Esempio di business plan di base

Scarica un esempio di business plan di base

Questo esempio di business plan serve come esempio di un business plan di base che contiene tutti i componenti tradizionali. L'esempio fornisce un modello di come potrebbe essere un business plan per un'attività fittizia di food truck. Fate riferimento a questo esempio per sviluppare il vostro business plan.

Per ulteriori risorse a sostegno degli sforzi di pianificazione aziendale, consultate " Modelli gratuiti di pianificazione strategica "

Componenti principali di un business plan

Gli elementi da includere nel business plan dipendono dall'offerta di prodotti o servizi, nonché dalle dimensioni e dalle esigenze dell'azienda.

Di seguito sono riportati i componenti di un business plan standard e i dettagli da includere in ciascuna sezione:

• Nome della società e informazioni di contatto
• Indirizzo del sito web
• Il nome dell'azienda o dell'individuo che visualizza la presentazione
• Indice dei contenuti
• Background e finalità dell'azienda
• Dichiarazione di missione e visione
• Introduzione del team di gestione
• Offerte di prodotti e servizi principali
• Clienti e segmenti target
• Piano di marketing
• Analisi della concorrenza
• Proposta di valore unica
• Piano finanziario (e requisiti, se applicabile)
• Panoramica dell'azienda e del settore
• Cronologia storica della vostra attività
• Le offerte e il problema che risolvono
• Alternative attuali
• Vantaggio competitivo
• Dimensioni del mercato
• Segmento/i di mercato target
• Volume e valore delle vendite previsti rispetto alla concorrenza
• Differenziazione dalla concorrenza
• Strategia di prezzo
• Canali di marketing
• Piano promozionale
• Metodi di distribuzione
• Struttura giuridica dell'azienda
• Nomi dei fondatori, dei proprietari, dei consulenti, ecc.
• Ruoli del team di gestione, esperienze rilevanti e piano di retribuzione
• Requisiti del personale e piani di formazione
• Sede fisica dell'azienda
• Requisiti fisici aggiuntivi (ad es, magazzino, attrezzature specializzate, strutture, ecc.)
• Flusso di lavoro della produzione
• Materie prime e metodi di approvvigionamento
• Conto economico previsionale
• Prospetto dei flussi di cassa previsti
• Bilancio previsionale
• Analisi di break-even
• Grafici e diagrammi
• Ricerche di mercato e analisi della concorrenza
• Informazioni sul vostro settore
• Informazioni sulle vostre offerte
• Esempi di materiali di marketing
• Altri materiali di supporto

Suggerimenti per la creazione di un business plan

È facile sentirsi sopraffatti dal pensiero di mettere insieme un business plan. Qui di seguito troverete i migliori consigli per semplificare il processo di sviluppo del vostro piano.

• Utilizzate un modello di business plan (potete sceglierne uno tra i tanti) o fate riferimento alla sezione precedente per creare uno schema standard per il vostro piano.
• Modificate il vostro schema per riflettere i requisiti della vostra azienda specifica. Se utilizzate uno schema standard di business plan, eliminate le sezioni che non sono rilevanti per voi o che non sono necessarie per gestire la vostra attività.
• Raccogliete innanzitutto tutte le informazioni attualmente in vostro possesso sulla vostra attività e poi utilizzatele per compilare ogni sezione dello schema del vostro piano.
• Utilizzate le vostre risorse e conducete ulteriori ricerche per colmare le lacune rimanenti. (Nota: Non è necessario compilare il piano in ordine, ma il sommario esecutivo deve essere completato per ultimo, in quanto riassume i punti chiave del piano)
• Assicuratevi che il vostro piano comunichi chiaramente la relazione tra gli obiettivi di marketing, vendita e finanziari.
• Fornite i dettagli del vostro piano che illustrano il vostro piano d'azione strategico, con una prospettiva di tre-cinque anni.
• Rivedete regolarmente il vostro piano con l'evolversi delle strategie e degli obiettivi.
• Che prodotto o servizio offriamo?
• A chi si rivolge il prodotto o il servizio?
• Quale problema risolve la nostra offerta di prodotti o servizi?
• Come faremo a far arrivare il prodotto o il servizio ai nostri clienti target?
• Perché il nostro prodotto o servizio è migliore delle alternative?
• Come possiamo superare i nostri concorrenti?
• Qual è la nostra proposta di valore unica?
• Quando si faranno le cose e chi è responsabile di farle?
• Se dovete ottenere un finanziamento, come lo utilizzerete?
• Quando devono essere pagati e quando arrivano i pagamenti?
• Qual è lo scopo ultimo della vostra attività?
• Quando pensate di essere redditizi?

Per individuare il tipo di business plan da scrivere e per ulteriori consigli utili, date un'occhiata alla nostra guida a scrivere un semplice business plan .

Vantaggi dell'utilizzo di un modello di business plan

Creare un business plan può richiedere molto tempo, soprattutto se non si sa da dove cominciare. Trovare il modello giusto per le vostre esigenze aziendali può essere vantaggioso per una serie di motivi.

L'utilizzo di un modello di business plan, invece di creare il piano da zero, può essere vantaggioso nei seguenti modi:

• Permette di annotare immediatamente i propri pensieri e le proprie idee in modo organizzato
• Fornisce una struttura che aiuta a delineare il piano
• Risparmio di tempo e di risorse preziose
• Aiuta a non perdere i dettagli essenziali

Limiti di un modello di business plan

Un modello di business plan può essere comodo, ma ha i suoi svantaggi, soprattutto se si utilizza un modello che non si adatta alle esigenze specifiche della vostra azienda.

Di seguito sono riportati alcuni limiti dell'utilizzo di un modello di business plan:

• Ogni azienda è unica e ha bisogno di un business plan che la rispecchi. Un modello potrebbe non essere adatto alle vostre esigenze.
• Un modello può limitare la collaborazione con altri membri del team su diversi aspetti dello sviluppo del piano (team di vendita, marketing e contabilità).
• Più file contenenti versioni diverse del piano possono essere archiviati in più di un luogo.
• È ancora necessario creare manualmente grafici e diagrammi da aggiungere al piano per supportare la strategia.
• Gli aggiornamenti del piano, dei fogli di calcolo e dei documenti di supporto devono essere effettuati in più punti (non è detto che tutti i documenti si aggiornino in tempo reale quando vengono apportate le modifiche).

Migliorate il vostro business plan con la gestione del lavoro in tempo reale in Smartsheet

Potenzia il rendimento dei tuoi dipendenti con una piattaforma flessibile progettata per soddisfare le esigenze del tuo team e capace di adattarsi alle condizioni mutevoli del lavoro. La piattaforma Smartsheet semplifica la pianificazione, l'acquisizione, la gestione e la creazione di report sul lavoro da qualsiasi luogo, aiutando il tuo team a essere più efficace e ottenere di più. Crea report sulle metriche chiave e ottieni visibilità in tempo reale sul lavoro mentre accade con report di riepilogo, pannelli di controllo e flussi di lavoro automatizzati creati per mantenere il tuo team connesso e informato. Quando i team hanno chiarezza sul lavoro da svolgere, possono ottenere maggiori risultati in meno tempo. Prova Smartsheet gratuitamente, oggi.

Scopri perché oltre il 90% delle compagnie Fortune 100 si affida a Smartsheet per eseguire il proprio lavoro.

Create Your Business Plan in Minutes

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How it Works

Start With Your Idea

Craft Your Vision: Jumpstart your business journey with a brief description of your business. Acknowledge your business type and let us seamlessly transform it into a meticulously structured plan.

Series Of Guided Questions

Easily navigate through each section with Plannit's step-by-step guidance. Enter your own detailed solutions or leverage with AI-generated content and receive helpful prompts and ideas along the way. Plannit's AI capabilities provide insightful and precise content for market analysis, financial projections, marketing strategies, sales plan and more.

Collaborate With Your Partners

Bring your team over! PlannitAI provides a dedicated space where you can invite team members to view, shape and refine your online business plan. With or without the help of our AI model You can reword, rephrase, prolong and shorten sections to your liking. Collaborate in real-time to ensure your business strategy benefits from diverse insights and expertise, leading to a well-rounded and robust plan.

Present With Confidence

With a polished, expertly crafted plan in hand, You have already won half the battle. Confidently present business strategy to investors, stakeholders, or financial institutions.ć Start your journey with Plannit AI and transform your vision into a reality, creating a pathway for that entrepreneur life.

Try Plannit AI Today

Who can benefit from plannit.

Aspiring Entrepreneurs

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

Business Owners

Back your business with a solid plan that aligns with your objectives. Perfect for small businesses.

Educational Institutions

Develop your business understanding and vocabulary by analyzing your business idea and creating a plan.

Startups Accelerators

Work alongside your founders as they build their plan to ensure they have a solid roadmap for scalability.

Funding Ready Business Plan

Executive summary, company overview.

Problem Statement

Business Description

Mission Statement

Business Model

Products and Services

Additional Features

Revenue Model

Market Analysis

Target Market

Market Size and Segments

Unique Value Proposition

Risks and Mitigations

Identified Risks

Mitigation Strategies

Financial Overview

Income Statement

Marketing and Sales Plan

Focus On Your Vision

Language support.

Key Features & Benefits

Ai editing companion.

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

Multi-User Collaboration

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

Education Center

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

Powered by Chat GPT

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

Business Resources

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

Your plan in your language. We offer a choice of over 150 worldwide languages to ensure the best fit for your business plan.

Financial Projections

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

Tools and Templates

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

Plan Export

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

Plannit Business Ecosystem

Frequently Asked Questions (FAQ)

• Initiate with Your Business Concept: Lay the Groundwork: Start by introducing your business idea into Plannit AI's Business Plan Generator. This first step is crucial, as it sets the tone for a tailored, insightful business plan that truly resonates with your vision. Capture the Essence: Our platform is designed to grasp the nuances of your concept, ensuring that the generated plan accurately reflects the core and potential of your business.
• Navigate Through the AI-Guided Questionnaire: Tailored Interactive Experience: Plannit AI’s AI-guided questionnaire is your interactive guide through the planning process. It meticulously gathers information about your business's objectives, strategies, and market positioning, ensuring a comprehensive and reflective plan. Intelligent Feedback and Suggestions: As you progress through the questionnaire, benefit from smart prompts and suggestions, ensuring that your plan is not just detailed but also strategically sound and aligned with industry standards.
• Generate Your Plan with Advanced AI: Intuitive Plan Creation: With the questionnaire complete, Plannit AI's advanced algorithms intelligently analyze your responses. They then craft a detailed, customizable, and strategically aligned business plan, providing you with a structured, coherent, and actionable format. Benefit from AI-Powered Insights: Plannit AI offers AI-driven insights and suggestions, ensuring your plan is not just a document but a strategic tool equipped with tailored AI prompts and an in-app plan editor. Get inspired by browsing through our sample business plans, a collection of successful strategies across various industries.
• Finalize Your Plan with Confidence: Dynamic Adaptation and Refinement: Plannit AI recognizes that a business plan is a living document. Our platform allows for continuous adaptation and refinement, ensuring your strategy remains agile, relevant, and aligned with your evolving business goals. Professional Presentation and Sharing: Once your plan meets your standards, utilize Plannit AI's export features to present your plan professionally. Choose between various formats for exporting your business plan, ready to impress stakeholders, attract investors, or guide your team. Review and Adapt: Ensure your business plan is a living document, ready to evolve with your growing business. Plannit AI's dynamic platform allows you to adapt your strategy as new opportunities or challenges arise.
• Roadmap for Success: At its core, a business plan acts as a strategic guide, providing detailed steps on how your business will achieve its objectives. It helps you navigate the startup phase, manage growth effectively, and tackle unforeseen challenges with a well-thought-out strategy.
• Securing Funding: For startups and businesses looking to expand, a business plan is crucial for securing loans or attracting investors. It demonstrates to potential financial backers that your business has a clear vision, a solid strategy for profitability, and a plan for delivering returns on their investment.
• Informed Decision-Making: A well-prepared business plan offers valuable insights into your market, competition, and potential challenges. This information is vital for making informed decisions, from day-to-day operations to long-term strategic shifts.
• Market Analysis and Strategy: It allows you to conduct an in-depth analysis of your target market, understand customer needs, and position your product or service effectively. The marketing strategy outlined in your business plan helps in identifying the best channels and tactics to reach your audience and achieve market penetration.
• Financial Planning: One of the most critical components of a business plan is the financial forecast. It outlines your funding requirements, expected revenue, profit margins, and cash flow projections. This section is essential for budgeting, financial management, and ensuring the financial viability of your business.
• Goal Setting and Performance Measurement: A business plan sets clear, measurable goals and objectives. It provides a framework for monitoring performance, measuring success, and making necessary adjustments to stay on track.
• Aspiring Entrepreneurs: If you're at the idea stage, looking to transform your vision into a viable business, Plannit AI offers the tools and guidance to bring your concept to life. Our platform helps you articulate your business idea, define your target market, and develop a solid plan to turn your dream into reality.
• Students and Educators: For students delving into the intricacies of business planning and educators teaching the fundamentals of entrepreneurship, Plannit AI serves as an invaluable resource. It provides a practical, hands-on tool for learning and teaching how to create detailed business plans, analyze markets, and understand financials in a real-world context.
• Startup Founders: In the dynamic startup environment, Plannit AI is the ideal partner for founders looking to pivot quickly, secure funding, or understand their competitive landscape. With our AI-driven insights and market analysis tools, startups can make informed decisions and adapt their strategies to thrive in competitive markets.
• Small Business Owners: For small business owners seeking to optimize their operations, expand their customer base, or explore new markets, Plannit AI offers targeted solutions. Our platform simplifies the planning process, enabling owners to focus on growth while managing the day-to-day challenges of running their business.
• Consultants and Freelancers: Consultants and freelancers specializing in business development, strategic planning, or financial advising will find Plannit AI a powerful addition to their toolkit. It allows them to provide clients with comprehensive, data-driven business plans and strategies, enhancing the value of their services.
• Non-Profit Organizations: Leaders of non-profit organizations can leverage Plannit AI to plan initiatives, secure funding, and manage resources more efficiently. Our platform helps non-profits articulate their mission, set achievable goals, and measure their impact, ensuring they can make a difference in their communities.
• Innovators and Inventors: Individuals looking to commercialize innovative products or technologies can use Plannit AI to navigate the complexities of bringing new ideas to market. From patent strategies to go-to-market plans, our platform covers all bases, ensuring innovators can focus on what they do best.
• Small Business Development Centers (SBDCs) and Government Agencies: Government and SBA backed entities can greatly benefit from integrating Plannit AI into their services, enhancing their ability to support a larger number of clients more efficiently. By facilitating quicker, more in-depth business plan development, these organizations can spend more time assisting with plan execution and less time on creation, ultimately serving their communities more effectively.
• Anyone with a Business Idea: Ultimately, Plannit AI is for anyone with a business idea, regardless of industry, experience, or stage of business development. Our mission is to democratize business planning, making it accessible, understandable, and actionable for everyone.
• Interactive Questionnaire and ChatGPT Integration: Plannit AI transforms the business planning process into an engaging conversation. Through our advanced ChatGPT integration, we offer a questionnaire that dynamically adapts to your responses, ensuring your plan is personalized, comprehensive, and aligned with your business goals.
• Dynamic Planning Environment: Unlike static templates provided by many, Plannit AI introduces a living platform that grows with your business. It features real-time updates, strategic insights, and a feedback mechanism that keeps your business plan current and actionable.
• Extensive Educational Resources: Our Education Center is packed with articles, guides, and sample plans to bolster your planning process. It's designed to arm you with the knowledge to navigate the complexities of your industry confidently.
• Enhanced Collaboration and Customization: Recognizing the collaborative essence of business planning, Plannit AI supports team efforts with multi-user editing, annotations, and feedback features, ensuring a comprehensive approach to your strategy.
• Customer Success Stories: Our users' achievements are a testament to Plannit AI's effectiveness. These success stories illustrate how diverse businesses have utilized our platform for strategic planning and growth.
• Tailored Business Plan Creation: Our platform stands out with its tailored approach, featuring customizable templates that directly cater to your business type and industry, making plan creation straightforward and relevant.
• Content Generation:: ChatGPT helps draft various sections of a business plan, from executive summaries to marketing strategies, by providing structured and coherent text based on the prompts given.
• Strategic Insights: It can offer suggestions on business strategies by analyzing trends and providing examples from a wide range of industries.
• Financial Planning: While it can't replace professional financial advice, ChatGPT can guide the structure of financial projections and statements, helping you consider important financial aspects of your plan.

Privacy & Security

Rest assured, we never share your data with third parties. Your privacy is our top priority, and we're committed to keeping your information safe and confidential.

Take The First Step Towards Success

• Best Business Plan Software

10 Best Business Plan Software In 2024

Updated: May 3, 2024, 5:15pm

Writing a business plan not only helps you stay on track as you start a new business but it can also help you secure funding. You can create one from scratch with a simple template, but business plan software often has features to make it easier, more nuanced and overall better. It could even make the difference between bringing investors on board and going it alone. So, Forbes Advisor found the best business plan software that has the features you need at an affordable price.

• Best Project Management Software
• Best Construction Project Management Software
• Best Project Portfolio Management Software
• Best Gantt Chart Software
• Best Task Management Software
• Best Kanban Software

The Best Business Plan Software of 2024

Forbes advisor ratings, methodology, how to choose a business plan software, benefits of business plan software, frequently asked questions (faqs), next up in business.

Featured Partners

From $8 monthly per user

Zoom, LinkedIn, Adobe, Salesforce and more

On monday.com's Website

Yes, for one user and two editors

$9 per user per month

Google Drive, Slack, Tableau, Miro, Zapier and more

On Smartsheet's Website

Yes, for unlimited members

$7 per month

Slack, Microsoft Outlook, HubSpot, Salesforce, Timely, Google Drive and more

On ClickUp's Website

$9.80 per user per month

Salesforce, Adobe, Miro, Netsuite, Quickbooks, SAP

On Wrike's Website

• Wrike: Best overall
• Smartsheet: Best for goal management
• LivePlan: Best for financial forecasting
• Aha!: Best for roadmapping
• Bizplan: Best for beginners
• IdeaBuddy: Best for ideation
• iPlanner: Best for no-frills business planning
• Enloop: Best for automatic business plan creation
• AchieveIt: Best for consultant groups
• Business Sorter: Best for teams

Best Overall

Starting price

Free; $9.80 per user

Team messaging

Roadmapping

Wrike is a project management (PM) tool that works well as business plan software because it gives you tools to help you gather and compare your data. Wrike makes it easy to start your business plan with its collaboration tools, business plan templates , drag-and-drop interface and goal management features. Another benefit of using Wrike to build your plan is that you see your ideas and goals from multiple views: Gantt chart, calendar or board views.

There are a few reasons why it’s a good idea to use Wrike for your business plan. First, you can map out exactly what your business goals are in a project, invite teammates to collaborate and message business partners to discuss everything. Plus, you can export your data when you’re ready to put all the details into a presentation to hand over to potential investors.

Wrike offers a free plan that’s good for putting your vision down in task and project form, but you may want to upgrade to a paid plan to invite collaborators, get custom workflows and add more views and automations. Paid plan pricing ranges from $9.80 per user, per month, to $24.80 per user, per month, both billed annually.

Learn more: Read our full Wrike review .

Who should use it:

Wrike makes it easy for any new business owner to create a business plan and collaborate with others on the financial and operational goals. Plus, it provides value after you finalize your business plan because it’s a good pick for a PM tool.

• Roadmapping ability
• Multiple views (Gantt, calendar and board)
• Business plan templates included
• Goal management via projects and tasks
• Free plan available
• Affordable plans
• No pitching tools
• No financial tools

Best for Goal Management

$7 per user, per month

(billed annually)

(added cost)

Using PM software like Smartsheet is a good idea for starting a business plan because it includes all the tools you need to collaborate and plan across multiple teams or stakeholders. It’s especially good for real-time goal management. Get your ideas in place, go over market and competitive research from other teammates and finalize everything together.

Smartsheet won’t help you write your business plan, but it does give you a place to compile all the data and then you can use one of its free business plan templates. As you figure out your milestones, you can invite an unlimited number of viewers to see how it’s going. The only downsides are that Smartsheet doesn’t have a native messaging app (you’ll have to use an integration), only commenting allowed and there’s no free plan.

Paid plans from Smartsheet cost $7 per user, per month, or $25 per user, per month (billed annually for both). The low-priced Pro plan limits you to 10 editors, but the Business plan allows unlimited editors (but it also has a three-user minimum).

Learn more: Read our full Smartsheet review .

Smartsheet lets you make changes in real time, so it’s a good option for those who are just starting to piece together a plan and looking for a way to manage ideas and goals before finalizing a business plan.

• Discounts for nonprofits available
• Automations on every plan
• Popular integrations allowed on low-tier plan
• 30-day free trial
• No free plan
• Only 10 viewers allowed on low-tier plan
• Three-user minimum on Business plan

Best for Financial Forecasting

$15 per month

One of the strongest cases for using LivePlan to create your business plan is its financial forecasting. It isn’t just a single feature, rather it’s a tool that lets you turn your balance sheet and cash flow statements into charts, graphs and what-if situations to help you show possible investors the best- and worst-case scenarios for your business.

There are two plans available: Standard or Premium (there is no free plan). The low-priced plan, which costs $15 per month (billed annually), doesn’t limit your contributors or guests and includes instructions to help you complete a business plan. It even includes the financial forecasting features and more than 500 sample plans to get you started.

The Premium plan costs $30 per month (billed annually), but it’s full-featured. You get a milestone planner and industry benchmark data, which can save you research time. Another timesaver: At this plan level, you can integrate QuickBooks or Xero to add your financial data seamlessly.

LivePlan is business plan software that includes prompts and accounting software integrations, making it great for new business owners that want easy financial forecasting.

• Unlimited guests and contributors
• Export finished business plan as PowerPoint presentation
• Includes step-by-step instructions with prompts
• 35-day money-back guarantee
• No free trial

Best for Roadmapping

$59 per user, per month

Every business plan starts with strategy and Aha! makes it easier to map out what you plan to do to get from point A to point Z. Aha! is primarily roadmapping software that product teams use to plan features, products or bug fixes. Any business in any industry can use it to shape ideas and strategy into plans and milestones.

Much like product development, business plans have phases and Aha! is ideal for the first few phases of business planning. Although you won’t find a scorecard feature with Aha! Roadmaps, you can score and prioritize your business vision and goals. Finally, you can present your plan to viewers (stakeholders) before you create your official business plan and secure funding.

There are three plans from which you can choose: Premium at $59 per user, per month; Enterprise at $99 per user, per month; and Enterprise+ at $149 per user, per month, all billed annually. The only reasons to upgrade to either Enterprise plan is if you want to add on automation, development tools and custom worksheets and tables.

Aha! Roadmaps is a great tool to help you strategize and get your ideas for your business in one place. You can use the presentation feature to share your business’s roadmap on your way to creating your finalized business plan.

• User-friendly interface
• Ability to score and prioritize ideas
• Share roadmaps with others
• Expensive for business plan creation
• Has a bit of a learning curve

Best for Beginners

$20.75 per month

Bizplan is specifically for business plan creation. It offers a guided walkthrough of each section you need for a complete business plan to use for funding or pitching to partners. Plug in the information, from your mission and goals to financial forecasts, and Bizplan will do the math and create the visual charts you need to get your point across.

Bizplan is very easy to use because it includes prompts and questions that take away the manual effort of figuring out what you need, so you can simply focus on providing the answers. When you’re satisfied you included all the data needed, you can invite stakeholders and consultants to look it over and add comments for approval or change requests. A unique feature of Bizplan is it gives you access to Fundable, a crowdfunding platform, on which you can share your business plan to try to generate funding.

Monthly pricing costs $29, but you can opt for annual pricing that averages to $20.75 per month. If you expect to need business plan software for much longer than a year, there’s a lifetime access option for $349 flat. All plans come with all features and access, including business courses, business planning tools and a route to investors.

If it’s your first time creating a business plan, Bizplan is a great choice to help guide you through all the sections you need to include in your plan for potential investors and partners.

• Monthly, annual and lifetime plans
• Unlimited business plans
• Unlimited collaborators
• Step-by-step instructions
• Modular, drag-and-drop interface
• Online business courses
• Access to Fundable
• Financial forecasting
• No roadmapping tools
• Lack of customization
• Only integrates with Xero

Best for Ideation

Free; $6 per month

IdeaBuddy is a basic business plan tool that lets you start for free, which is great for beginners who aren’t quite ready to create a plan. The idea plan feature is great because it lets you lay out your business plan on one page, giving you an overview. There are built-in sticky notes for brainstorming and custom templates to start you off with a bit of a guide (or just create your own).

Another great feature of IdeaBuddy is the whiteboard, which lets you drag and drop various elements, draw on it and collaborate with others to come up with your perfect business idea. That feature is locked behind the highest tier, so you’ll have to pay $22 per month (billed annually) to use it. However, that plan also gives you up to 10 collaborators and 10 ideas.

Other plans are more limiting: The free plan is for a solopreneur who has a single idea to work on and the Dreamer plan is $6 per month while the Founder plan is $12 per month, both billed annually. The Dreamer plan is also limited to one idea, but you get one collaborator while the Founder plan gives you up to three ideas and three collaborators. Plus, you’ll get access to the paid plans to export and share your plan with viewers.

IdeaBuddy is just what it sounds like: It’s best for ideation. You can create a full-fledged business plan, but this program is best suited for the very beginning stages of business creation.

• Free forever plan
• Affordable paid plans
• Monthly and annual billing options
• Easy to use
• Export to Word, Excel or as PDF
• Flexible whiteboard feature
• May be too basic for some users
• Doesn’t offer much guidance

Best for No-Frills Business Planning

$55 for one year

Business plan software doesn’t have to be fancy to be effective, and iPlanner certainly fits that bill. It’s been around since 2007 and it doesn’t appear to have updated its look or functions. The browser-based business planning software gives you a place to build out your business model and a business plan.

There are two different software options from iPlanner: Strategy Designer and Startup Framework. The Strategy Designer costs $59 for three plans, but it’s a one-time fee for the year. Choose it if you want a more condensed and no-frills kind of business plan. You can export it to Word or as a PDF.

The iPlanner Startup Framework is $55 per year, which gives you one plan to create. It’s similar to the Designer version, but you can create a business model, separate financials and build a team with various roles (view only, project owner or consultant).

iPlanner is best for those who have created a business plan before and don’t need hand-holding or fancy features.

• Business modeling option
• Samples on site for demoing
• Export to Word or as PDF
• No free plan or trial
• Not a lot of guidance
• Outdated interface

Best for Automatic Business Plan Creation

$11 per month

Enloop is a unique business plan app that generates a business plan for you based on information you provide. You can edit the text Enloop writes for you to make it more specific or change numbers in your financial forecasts as you see fit. Enloop offers a scorecard that updates as you change things, finish sections and make your business plan overall better.

Then Enloop compares your financial forecasts to industry standards, so you don’t have to do the research. The software shows you up to 16 ratios, such as sales, inventory and payables and then shows you what the average is for your industry as it compares to your financials. Enloop then gives you either a pass or fail so that you can modify your plan before you put anything into play.

Although Enloop doesn’t offer a free plan, there is a free trial for one week so you can see if it’s right for you. The Detailed plan costs $11 per month while the Performance plan is $24 per month, both billed annually. The biggest difference between the two plans is how many financial ratios Enloop analyzes: The Detailed plan only gets three ratios and Performance plan gets 16.

Enloop is best for those who have some experience creating business plans, not necessarily for those who are starting from scratch as there are no brainstorming or strategizing tools included. Use Enloop to create business plans quickly.

• Three business plans for each tier
• Generates a business plan automatically
• Compares your financials to industry standards
• Seven-day free trial available
• Scorecards indicate odds of success
• No messaging team members through app
• Not meant for strategizing

Best for Consultant Groups

$80 per, user per month

Not everyone wants to go it alone when creating business plans and consultants are often hired for industry expertise and business plan creation. AchieveIt offers generous plans that won’t limit the number of plans and projects you can create, so you can work on multiple business plans at one time.

Specifically, AchieveIt is planning software meant for medium to large teams to work on projects simultaneously. For business planning, it’s a great option for those strategizing and analyzing a variety of data points with multiple people—all of AchieveIt’s plans have a minimum requirement of 20 users.

Plans are pricey, especially when you consider the user minimum. Core, the lowest-priced plan, costs $80 per user, per month, and Plus is $90 per user, per month, both billed annually. So, it’s going to cost $1,600 per month, at least, which puts this software out of reach for most small businesses.

AchieveIt is a good choice for large businesses that need planning software and for business plan purposes, it makes most sense for established consultant groups.

• Unlimited plans and projects
• Collaboration tools
• Goal management
• 20-user minimum
• Pricier than most competitors
• Integrations at added cost

Best for Teams

Business sorter.

$10 per month

When you’re ready to craft your business plan, it can help immensely to have business planning software like Business Sorter. The cloud-based app makes it easy for you to start a plan and kicks off your business planning with a SWOT analysis (strengths, weaknesses, opportunities, threats). Then, you can follow a guide to build your plan with each section divided by areas. After which, you can choose cards to help steer you toward the right objectives and goals for your business.

You won’t find roadmapping tools in Business Sorter, but the card system keeps you on track (and even gives you goals you may not have considered). As you prioritize goals, you’ll find steps you need to take that guide you to completing your business plan. Every plan allows multiple users, so you can collaborate on what takes precedence.

Plans start at $10 per month, billed annually, and allows you to have three users on board. For 10 users, the Medium plan costs $30 per month, billed annually, and if you need 30 users, the Large Team plan will run you $80 per month, billed annually. It’s one of the most affordable business planning apps for teams.

Although Business Sorter doesn’t offer a messaging tool, it’s still one of the best options for teams. You don’t have to pay per person, but you can add multiple people to the account to work on creating business plans.

• Easy-to-use business plan templates
• Free trial available
• Card system helps guide your goal setting
• Create up to 40 business plans
• Plans limit user count
• No messaging in app
• Very limited integrations

Forbes Advisor carefully considered a variety of software to choose the right business planning apps for this ranking. We compared features, ease of use, costs and collaboration. We ranked each company based on these factors using a 5-star rating system. The highest possible score is 5 out of 5 stars.

Here are the details of the factors we considered:

• Features: We looked at general and unique features of each app and gave more credit to software that provides better functionality for business planning.
• Cost: Regardless of your business size, cost is an important factor to consider when you’re adding new software to your tech stack. We awarded a higher score to those that offer free trials, free plans and affordable options.
• Ease of use: Programs that have a steep learning curve aren’t likely to be adopted by you or your team, so we chose software that’s user-friendly. Drag-and-drop interfaces or guidance through features and tools are helpful for any team.
• Customer reviews: An important factor for any software is how the general public views the program. We considered other ratings and studied the pros and cons listed by other users of the software to help us with our ranking.

Technically, you don’t need business plan software, but using it can make the entire experience easier and you’ll have better odds of creating a solid plan. You don’t even have to choose software made specifically for business planning—project management software is great for roadmapping and goal management. Aside from looking for software that includes financial forecasting, you’ll want collaboration tools, a user-friendly interface, affordable plans and ways to brainstorm or roadmap for your business idea.

One of the most important sections of any business plan is the financials. If you haven’t already done the research and calculations, look for a business plan app that automatically calculates these numbers for you.

Collaboration is also key if you’re working with a partner, team or consultants. At the very least, look for software that lets you invite viewers to see the work you’re doing, but the best business plan software lets users leave comments or work on a plan in real time simultaneously.

Ease of use is nearly as important as pricing. You’ll need software you and your team will use without spending too much downtime learning how to use it. It also makes no sense to choose a cost-prohibitive tool for creating a business plan—most of the software Forbes Advisor suggests is appropriate for small business budgets.

Finally, depending on the stage you’re in of business planning, you may want a tool that offers features that make it easy for you to create a roadmap for your business. If you’re in the early stages, these tools can help with brainstorming, prioritizing goals and managing your goals before you finalize your actual business plan.

Most business plan software helps guide you through the creation of a business plan with prompts, suggestions or tips. So, using business plan software is especially helpful for new business owners who don’t know all the sections to include to increase the odds of getting funding or luring a partner to join your operation.

Business plan software can also automate some processes, such as calculations of financials or comparisons of those finances with industry standards. Some business planning apps give you whiteboards or editable cards you can use for brainstorming. Other features may include scorecards to let you know if you’re on the right track or roadmapping tools to give you an overview of your business plan.

The biggest benefit of business plan software is that it helps you organize and prioritize all of your goals so you can more easily analyze and then compile the data you need to create your business plan. After that, you can create your plan from scratch or if you’re using business planning software made specifically for crafting plans, you can piece it all together and then export it as a PDF or to Microsoft Word.

Which business plan software is the best?

Forbes Advisor suggests Wrike, Smartsheet or LivePlan to help you write your business plan. Depending on the stage you’re in of business planning, one tool or another may be better for you.

How do I create my own business plan?

There are several steps you should follow to create a good business plan, but there are different types of plans you can create. Every business plan starts with a strong executive summary and includes your business goals and financial forecasting. Follow a guide on how to create a business plan to ensure you include all the sections needed.

What are the different types of business plans?

There are many types of business plans you can create and the one that makes the most sense for you depends on your situation. A standard business plan is meant for when you need to present to investors or a bank for financial help. A lean plan doesn’t include all the summaries and background information a standard plan does, so it’s more suitable for established business owners. There are also one-page business plans that are more like pitches. You may also run across operational, tactical, strategic and contingency business plans. We created a simple business plan template that you can use to get started when launching a side gig or small business.

Is business plan software secure?

As  with most types of software, the best business plan software programs offer many levels of security. When choosing this type of software, you want to look for security features that include multifactor authentication (MFA), intrusion detection, the monitoring of user activities, documentation that shows frequent security updates and patches, data encryption and privacy protection.

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Amy Nichol Smith spent more than 20 years working as a journalist for TV and newspapers before transitioning to software and hardware product reviews for consumers and small businesses. She has been featured in publications such as L.A. Times, Tom's Guide, Investopedia and various newspapers across the U.S.

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Start with your business foundation

Step-by-step planning process, works for every business in every industry, a polished plan that will make an impact, the dashboard gives you revenue–boosting insights.

Business Planning For Startups & Entrepreneurs

The business plan app that’s helped over 1M+ entrepreneurs

Pitch to Anyone, Anywhere

Start by outlining your ideas & testing your assumptions

Every successful business starts with the right foundation. And with the LivePlan Pitch Builder , you get an easy way to outline the essentials. This includes helping you:

• Figure out who your customers really are
• Clarify what problem your business is solving
• Set smart goals & milestones so you can grow faster

The entire process typically takes just 60 minutes – you can even write it on your smartphone with our app for business planning. And once finished, you'll get a better idea of how to position your business for success.

Get a one–page pitch that's built to impress

Crisp graphics and a slick design help make your one–page pitch stand out. Plus it's easy to show off: share a link to your pitch for quick feedback or export it to PowerPoint for presentation–ready slides.

Write your plan in bite-sized chunks with AI assistance

There’s no escaping it: banks and investors want to see a complete, detailed business plan that includes strong financial forecasts.

LivePlan’s business plan writing app guides you through the entire business-planning process with:

• Simple step-by-step instructions
• Automatically generated content with AI
• Detailed examples for every section of the plan
• 550+ sample plans you can copy and paste from

Create financials without tricky calculations

No spreadsheets. No calculators. No math whatsoever.

Just answer a few questions about your sales and revenue and LivePlan will handle the calculations automatically using built-in formulas. That means you get ultra-accurate cash flow projections with a minimal amount of effort.

Plus the AI LivePlan Assistant gives you suggestions for revenue streams, expense types, and other forecast categories that are specific to your business.

Get a polished, fundable, easy-to-share business plan

Your business plan will be optimized to earn you funding

Our plans are approved by the Small Business Administration, which means they give lenders and investors all the information they need to see.

But it's not just about them. You can also customize your plan to match your business by selecting from 10 different document themes.

Once complete, download your plan as a PDF or Word doc. Or you can print it to get a professional document

Then track your actuals against your plan to grow 30% faster

The LivePlan Dashboard is a dashboard that makes it easy to compare the financial projections in your plan to your actuals. That way, you can make adjustments on–the–fly to optimize your business.

The Dashboard connects to Xero or QuickBooks, so there's no manual data entry.

LivePlan’s business plan app features that help you succeed

Industry benchmarks.

See how your business stacks up against the competition. Compare your profit, productivity and other metrics with industry averages .

Goals & Milestones

Keep your business on track by scheduling milestones for key tasks or projects. It's an easy way to make sure you hit all the most important goals.

Simple Budgeting

Quickly build sales forecasts and budgets without any clunky spreadsheets. It's a simple and visual way to handle your financials.

Try LivePlan today

Totally risk free. 35-day money-back guarantee., frequently asked questions, how does liveplan ensure the security of my data.

Yes, all your personal and business data are safe with us. All account and plan data are written to multiple disks instantly, saved every few seconds, and stored in multiple locations. Your business plan will remain completely confidential and entirely private unless you choose to share it via exporting or inviting guests to your account.

The plan data is stored securely on our servers and nobody from our company can view your plan unless you choose to allow us access for tech-support purposes. For more information, please read our security and privacy policy page.

Can I use LivePlan on my tablet or phone?

While LivePlan’s business plan app is primarily used on desktops, your business plan can still be accessed via mobile devices.

For the best performance, we recommend connecting your mobile device to WiFi or LTE. As with any web application, LivePlan requires a reliable broadband Internet connection. Spotty or low-speed connections may cause trouble.

Can LivePlan integrate with other business tools and software?

Yes, the LivePlan business plan app is compatible with QuickBooks Online and Xero, allowing you to bring your accounting data directly into your financial forecasts and keep them up-to-date.

You can also import and export your financials and forecasts to Excel as a .CSV file and export your one-page business pitch to PowerPoint to further customize your presentation.

Does LivePlan offer industry-specific business plan templates?

You can access over 550 business plan examples across dozens of industries within LivePlan’s business plan writing app. Use them to inspire your own plan writing and understand what information to include for your specific industry.

How can I customize my business plan using LivePlan?

With LivePlan, you have complete control over the structure of your business plan. Start with our lender-ready business plan outline and add, remove, or edit sections to fit your needs. You can even add charts, tables, and videos directly to your business plan to really make it stand out.

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Start your free trial with Shopify today—then use these resources to guide you through every step of the process.

Business Plan: What It Is and How to Write One in 9 Steps

Business plans aren’t just for entrepreneurs who need to secure funding—they can help you plan and evaluate new ideas or growth plans, too. Find out how to write a business plan and get the most out of the process in this comprehensive guide.

A great business plan can help you clarify your strategy, identify potential roadblocks, determine necessary resources, and evaluate the viability of your idea and growth plan before you start a business .

Not every successful business launches with a formal business plan, but many founders find value in the process. When you make a business plan, you get to take time to step back, research your idea and the market you’re looking to enter, and understand the scope and the strategy behind your tactics.

Learn how to write a business plan with this step-by-step guide, including tips for getting the most of your plan and real business plan examples to inspire you.

What is a business plan?

A business plan is a strategic document that outlines a company’s goals, strategies for achieving them, and the time frame for their achievement. It covers aspects like market analysis , financial projections, and organizational structure. Ultimately, a business plan serves as a roadmap for business growth and a tool to secure funding.

Often, financial institutions and investors need to see a business plan before funding any project. Even if you don’t plan to seek outside funding, a well-crafted plan becomes the guidance for your business as it scales.

The key components of a business plan

Putting together a business plan will highlight the parts of your company’s strategy and goals. It involves several key business plan components that work together to show the roadmap to your success.

Your business plan’s key components should include: 

• Executive summary: A brief overview of your entire plan.
• Company description: An explanation of what your business does and why it’s unique. 
• Market analysis: Research on your industry, target market, and competitors.
• Organization and management: Details about your business structure and the people running it.
• Products or services: A description of what you’re selling and how it benefits customers. 
• Customer segmentation: A breakdown of your target market into different groups.
• Marketing and sales plan: The strategy for promoting and selling your products and services.
• Logistics and operations: An overview of how your business will run its daily activities and manage resources.
• Financials: A complete look at projected income, expenses, and funding needs. 

How to write a business plan in 9 steps

• Draft an executive summary
• Write a company description
• Perform a market analysis
• Outline the management and organization
• List your products and services
• Perform customer segmentation
• Define a marketing plan
• Provide a logistics and operations plan
• Make a financial plan

Few things are more intimidating than a blank page. Starting your business plan with a structured outline and key elements for what you’ll include in each section is the best first step you can take.

Since an outline is such an important step in the process of writing a business plan, we’ve put together a high-level overview to get you started (and help you avoid the terror of facing a blank page).

Once you have your business plan template in place, it’s time to fill it in. We’ve broken it down by section to help you build your plan step by step.

1. Draft an executive summary

A good executive summary is one of the most crucial sections of your business plan—it’s also the last section you should write.

The executive summary distills everything that follows and gives time-crunched reviewers (e.g., potential investors and lenders) a high-level overview of your business that persuades them to read further.

Again, it’s a summary, so highlight the key points you’ve uncovered while writing your plan. If you’re writing for your own planning purposes, you can skip the summary altogether—although you might want to give it a try anyway, just for practice.

An executive summary shouldn’t exceed one page. Admittedly, that space constraint can make squeezing in all of the salient information a bit stressful—but it’s not impossible. 

Your business plan’s executive summary should include:

• Business concept. What does your business do?
• Business goals and vision. What does your business want to accomplish?
• Product description and differentiation. What do you sell, and why is it different?
• Target market. Who do you sell to?
• Marketing strategy. How do you plan on reaching your customers?
• Current financial state. What do you currently earn in revenue?
• Projected financial state. What do you foresee earning in revenue?
• The ask. How much money are you asking for?
• The team. Who’s involved in the business?

2. Write a company description

This section of your business plan should answer two fundamental questions: 

• Who are you?
• What do you plan to do? 

Answering these questions with a company description provides an introduction to why you’re in business, why you’re different, what you have going for you, and why you’re a good investment. 

For example, clean makeup brand Saie shares a letter from its founder on the company’s mission and why it exists.

Clarifying these details is still a useful exercise, even if you’re the only person who’s going to see them. It’s an opportunity to put to paper some of the more intangible facets of your business, like your principles, ideals, and cultural philosophies.

Here are some of the components you should include in your company description:

• Your business structure (Are you a sole proprietorship, general partnership, limited partnership, or incorporated company?)
• Your business model
• Your industry
• Your business’s vision, mission, and value proposition
• Background information on your business or its history
• Business objectives, both short and long term
• Your team, including key personnel and their salaries

Brand values and goals

To define your brand values , think about all the people your company is accountable to, including owners, employees, suppliers, customers, and investors. Now consider how you’d like to conduct business with each of them. As you make a list, your core values should start to emerge.

Your company description should also include both short- and long-term goals. Short-term goals, generally, should be achievable within the next year, while one to five years is a good window for long-term goals. Make sure your goal setting includes SMART goals : specific, measurable, attainable, realistic, and time-bound.

Vision and mission statements

Once you know your values, you can write a mission statement . Your statement should explain, in a convincing manner, why your business exists, and should be no longer than a single sentence.

Next, craft your vision statement : What impact do you envision your business having on the world once you’ve achieved your vision? Phrase this impact as an assertion—begin the statement with “We will” and you’ll be off to a great start. Your vision statement, unlike your mission statement, can be longer than a single sentence, but try to keep it to three at most. The best vision statements are concise.

3. Perform a market analysis

Market analysis is a key section of your business plan, whether or not you ever intend for anyone else to read it.

No matter what type of business you start, whether a home-based business or service-based, it’s no exaggeration to say your market can make or break it. Choose the right market for your products—one with plenty of customers who understand and need your product—and you’ll have a head start on success. 

If you choose the wrong market, or the right market at the wrong time, you may find yourself struggling for each sale. Your market analysis should include an overview of how big you estimate the market is for your products, an analysis of your business’s position in the market, and an overview of the competitive landscape. Thorough research supporting your conclusions is important both to persuade investors and to validate your own assumptions as you work through your plan.

How big is your potential market?

The potential market is an estimate of how many people need your product. While it’s exciting to imagine sky-high sales figures, you’ll want to use as much relevant independent data as possible to validate your estimated potential market.

Since this can be a daunting process, here are some general tips to help you begin your research:

• Understand your ideal customer profile. Look for government data about the size of your target market , learn where they live, what social channels they use, and their shopping habits.
• Research relevant industry trends and trajectory. Explore consumer trends and product trends in your industry by looking at Google Trends, trade publications, and influencers in the space.
• Make informed guesses. You’ll never have perfect, complete information about your total addressable market. Your goal is to base your estimates on as many verifiable data points as necessary.

Some sources to consult for market data include government statistics offices, industry associations, academic research, and respected news outlets covering your industry.

Read more: What is a Marketing Analysis? 3 Steps Every Business Should Follow

SWOT analysis

A SWOT analysis looks at your strengths, weaknesses, opportunities, and threats. 

That involves asking questions like: 

• What are the best things about your company? 
• What are you not so good at? 
• What market or industry shifts can you take advantage of and turn into opportunities? 
• Are there external factors threatening your ability to succeed?

SWOT is often depicted in a grid or otherwise visual way. With this visual presentation, your reader can quickly see the factors that may impact your business and determine your competitive advantage in the market.

Competitive analysis

There are three overarching factors you can use to differentiate your business in the face of competition:

• Cost leadership. You have the capacity to maximize profits by offering lower prices than the majority of your competitors. Examples include companies like Mejuri and Endy .
• Differentiation. Your product or service offers something distinct from the current cost leaders in your industry and banks on standing out based on your uniqueness. Think of companies like Knix and QALO .
• Segmentation. You focus on a very specific, or niche, target market, and aim to build traction with a smaller audience before moving on to a broader market. Companies like TomboyX and Heyday Footwear are great examples of this strategy.

To understand which is the best fit, you’ll need to understand your business as well as the competitive landscape.

You’ll always have competition in the market, even with an innovative product, so it’s important to include a competitive overview in your business plan. If you’re entering an established market, include a list of a few companies you consider direct competitors and explain how you plan to differentiate your products and business from theirs.

For example, if you’re selling jewelry , your competitive differentiation could be that, unlike many high-end competitors, you donate a percentage of your profits to a notable charity or pass savings on to your customers.

If you’re entering a market where you can’t easily identify direct competitors, consider your indirect competitors—companies offering products that are substitutes for yours. For example, if you’re selling an innovative new piece of kitchen equipment, it’s too easy to say that because your product is new, you have no competition. Consider what your potential customers are doing to solve the same problems.

4. Outline the management and organization

The management and organization section of your business plan should tell readers about who’s running your company. Detail the legal structure of your business. Communicate whether you’ll incorporate your business as an S corporation or create a limited partnership or sole proprietorship.

If you have a management team, use an organizational chart to show your company’s internal structure, including the roles, responsibilities, and relationships between people in your chart. Communicate how each person will contribute to the success of your startup.

5. List your products and services

Your products or services will feature prominently in most areas of your business plan, but it’s important to provide a section that outlines key details about them for interested readers.

If you sell many items, you can include more general information on each of your product lines. If you only sell a few, provide additional information on each. 

For example, bag shop BAGGU sells a large selection of different types of bags, in addition to home goods and other accessories. Its business plan would list out those categories and key details about the products within each category.

Describe new products you’ll launch in the near future and any intellectual property you own. Express how they’ll improve profitability. It’s also important to note where products are coming from—handmade crafts are sourced differently than trending products for a dropshipping business, for instance.

6. Perform customer segmentation

Your ideal customer, also known as your target market, is the foundation of your marketing plan , if not your business plan as a whole. 

You’ll want to keep this buyer persona in mind as you make strategic decisions, which is why an overview of who they are is important to understand and include in your business plan.

To give a holistic overview of your ideal customer, describe a number of general and specific demographic characteristics. Customer segmentation often includes:

• Where they live
• Their age range
• Their level of education
• Some common behavior patterns
• How they spend their free time
• Where they work
• What technology they use
• How much they earn
• Where they’re commonly employed
• Their values, beliefs, or opinions

This information will vary based on what you’re selling, but you should be specific enough that it’s unquestionably clear who you’re trying to reach—and more importantly, why you’ve made the choices you have based on who your customers are and what they value.

For example, a college student has different interests, shopping habits, and pricing sensitivity than a 50-year-old executive at a Fortune 500 company. Your business plan and decisions would look very different based on which one was your ideal customer.

Put your customer data to work with Shopify’s customer segmentation

Shopify’s built-in segmentation tools help you discover insights about your customers, build segments as targeted as your marketing plans with filters based on your customers’ demographic and behavioral data, and drive sales with timely and personalized emails.

7. Define a marketing plan

Your marketing efforts are directly informed by your ideal customer. That’s why, as you outline your current decisions and future strategy, your marketing plan should keep a sharp focus on how your business idea is a fit for that ideal customer.

If you’re planning to invest heavily in Instagram marketing or TikTok ads , for example, it makes sense to include whether Instagram and TikTok are leading platforms for your audience. If the answer is no, that might be a sign to rethink your marketing plan.

Market your business with Shopify’s customer marketing tools

Shopify has everything you need to capture more leads, send email campaigns, automate key marketing moments, segment your customers, and analyze your results. Plus, it’s all free for your first 10,000 emails sent per month.

Most marketing plans include information on four key subjects. How much detail you present on each will depend on both your business and your plan’s audience.

• Price: How much do your products cost, and why have you made that decision?
• Product: What are you selling and how do you differentiate it in the market?
• Promotion: How will you get your products in front of your ideal customer?
• Place: Where will you sell your products? On what channels and in which markets?

Promotion may be the bulk of your plan, since you can more readily dive into tactical details, but the other three areas should be covered at least briefly—each is an important strategic lever in your marketing mix.

8. Provide a logistics and operations plan

Logistics and operations are the workflows you’ll implement to make your business idea a reality. If you’re writing a business plan for your own planning purposes, this is still an important section to consider, even though you might not need to include the same level of detail as if you were seeking investment.

Cover all parts of your planned operations, including:

• Suppliers. Where do you get the raw materials you need for production, or where are your products produced?
• Production. Will you make, manufacture, wholesale , or dropship your products? How long does it take to produce your products and get them shipped to you? How will you handle a busy season or an unexpected spike in demand?
• Facilities. Where will you and any team members work? Do you plan to have a physical retail space? If yes, where?
• Equipment. What tools and technology do you require to be up and running? This includes everything from software to lightbulbs and everything in between.
• Shipping and fulfillment. Will you be handling all the fulfillment tasks in-house, or will you use a third-party fulfillment partner?
• Inventory. How much will you keep on hand, and where will it be stored? How will you ship it to partners if required, and how will you approach inventory management ?

This section should signal to your reader that you’ve got a solid understanding of your supply chain, with strong contingency plans in place to cover potential uncertainty. If your reader is you, it should give you a basis to make other important decisions, like how to price your products to cover your estimated costs, and at what point you anticipate breaking even on your initial spending.

9. Make a financial plan

No matter how great your idea is—and regardless of the effort, time, and money you invest—a business lives or dies based on its financial health. At the end of the day, people want to work with a business they expect to be viable for the foreseeable future.

The level of detail required in your financial plan will depend on your audience and goals, but typically you’ll want to include three major views of your financials: an income statement, a balance sheet, and a cash-flow statement. It also may be appropriate to include financial data and projections.

Here’s a spreadsheet template that includes everything you’ll need to create an income statement, balance sheet, and cash-flow statement, including some sample numbers. You can edit it to reflect projections if needed.

Let’s review the types of financial statements you’ll need.

Income statements

Your income statement is designed to give readers a look at your revenue sources and expenses over a given time period. With those two pieces of information, they can see the all-important bottom line or the profit or loss your business experienced during that time. If you haven’t launched your business yet, you can project future milestones of the same information.

Balance sheets

Your balance sheet offers a look at how much equity you have in your business. On one side, you list all your business assets (what you own), and on the other side, all your liabilities (what you owe). 

This provides a snapshot of your business’s shareholder equity, which is calculated as:

Assets - Liabilities = Equity

Cash flow statements

Your cash flow statement is similar to your income statement, with one important difference: it takes into account when revenues are collected and when expenses are paid.

When the cash you have coming in is greater than the cash you have going out, your cash flow is positive. When the opposite scenario is true, your cash flow is negative. Ideally, your cash flow statement will help you see when cash is low, when you might have a surplus, and where you might need to have a contingency plan to access funding to keep your business solvent .

It can be especially helpful to forecast your cash-flow statement to identify gaps or negative cash flow and adjust operations as required.

📚 Read more: Cash Flow Management: What It Is & How To Do It (+ Examples)

Why write a business plan?

Investors rely on business plans to evaluate the feasibility of a business before funding it, which is why business plans are commonly associated with getting a business loan. 

Business plans also help owners identify areas of weakness before launching, potentially avoiding costly mistakes down the road. “Laying out a business plan helped us identify the ’unknowns’ and made it easier to spot the gaps where we’d need help or, at the very least, to skill up ourselves,” says Jordan Barnett, owner of Kapow Meggings .

There are several other compelling reasons to consider writing a business plan, including:

• Strategic planning. Writing out your plan is an invaluable exercise for clarifying your ideas and can help you understand the scope of your business, as well as the amount of time, money, and resources you’ll need to get started.
• Evaluating ideas. If you’ve got multiple ideas in mind, a rough business plan for each can help you focus your time and energy on the ones with the highest chance of success.
• Research. To write a business plan, you’ll need to research your ideal customer and your competitors—information that will help you make more strategic decisions.
• Recruiting. Your business plan is one of the easiest ways to communicate your vision to potential new hires and can help build their confidence in the venture, especially if you’re in the early stages of growth.
• Partnerships. If you plan to collaborate with other brands , having a clear overview of your vision, your audience, and your business strategy will make it much easier for them to identify if your business is a good fit for theirs.
• Competitions. There are many business plan competitions offering prizes such as mentorships, grants, or investment capital. 

If you’re looking for a structured way to lay out your thoughts and ideas, and to share those ideas with people who can have a big impact on your success, making a business plan is an excellent starting point.

Business plan types

Business plan types can span from one page to multiple pages, with detailed graphs and reports. There’s no one right way to create a business plan. The goal is to convey the most important information about your company for readers.

Common business plans we see include, but are not limited to, the following types:

Traditional business plans

These are the most common business plans. Traditional business plans take longer to write and can be dozens of pages long. Venture capitalist firms and lenders ask for this plan. Traditional business plans may not be necessary if you don’t plan to seek outside funding. That’s where a lean business plan comes in.

Lean business plans

A lean business plan is a shorter version of a traditional business plan. It follows the same format, but only includes the most important information. Businesses use lean business plans to onboard new hires or modify existing plans for a specific target market. If you want to write a business plan purely for your own planning purposes when starting a new small business, a lean business plan is typically the way to go. 

Nonprofit business plans

A nonprofit business plan is for any entity that operates for public or social benefit. It covers everything you’ll find in a traditional business plan, plus a section describing the impact the company plans to make. For example, a speaker and headphone brand would communicate that they aim to help people with hearing disabilities. Donors often request this type of business plan.

📚 Read more: 7 Business Plan Examples to Inspire Your Own (2024)

7 tips for creating a small business plan

There are a few best practices when it comes to writing a business plan. While your plan will be unique to your business and goals, keep these tips in mind as you write.

1. Know your audience

When you know who will be reading your plan—even if you’re just writing it for yourself to clarify your ideas—you can tailor the language and level of detail to them. This can also help you make sure you’re including the most relevant information and figure out when to omit sections that aren’t as impactful.

2. Have a clear goal

When creating a business plan, you’ll need to put in more work and deliver a more thorough plan if your goal is to secure funding for your business, versus working through a plan for yourself or your team.

3. Invest time in research

Sections of your business plan will primarily be informed by your ideas and vision, but some of the most crucial information you’ll need requires research from independent sources. This is where you can invest time in understanding who you’re selling to, whether there’s demand for your products, and who else is selling similar products or services.

4. Keep it short and to the point

No matter who you’re writing for, your business plan should be short and readable—generally no longer than 15 to 20 pages. If you do have additional documents you think may be valuable to your audience and your goals, consider adding them as appendices.

5. Keep the tone, style, and voice consistent

This is best managed by having a single person write the plan or by allowing time for the plan to be properly edited before distributing it.

6. Use a business plan template

You can also use a free business plan template to provide a skeleton for writing a plan. These templates often guide you through each section—from financial projects to market research to mission statement—ensuring you don’t miss a step.

7. Try business plan software

Writing a business plan isn’t the easiest task for business owners. But it’s important for anyone starting or expanding a business. 

Fortunately, there are tools to help with everything from planning, drafting, creating graphics, syncing financial data, and more. Business plan software also has business plan templates and tutorials to help you finish a comprehensive plan in hours, rather than days.

A few curated picks include:

• LivePlan : the most affordable option with samples and templates
• Bizplan : tailored for startups seeking investment
• Go Small Biz : budget-friendly option with industry-specific templates

📚 Read more:  6 Best Business Plan Software Platforms (2024)

Common mistakes when writing a business plan

Other articles on business plans would never tell you what we’re about to tell you: Your business plan can fail. 

The last thing you want is for time and effort to go down the drain, so avoid these common mistakes:

• Bad business idea. Sometimes your idea may be too risky for potential investors or too expensive to run, or there’s no market. Aim for small business ideas that require low startup costs.
• No exit strategy. If you don’t show an exit strategy, or a plan for investors to leave the business with maximum profits, you’ll have little luck securing capital.
• Unbalanced teams. A great product is the cost of entry to starting a business. But an incredible team will take it to the top. Unfortunately, many business owners overlook a balanced team. They focus on potential profits, without worrying about how it will be done operationally. 
• Missing financial projections. Don’t forget your balance sheet, cash flow statements, P&L statements, and income statements. Include your break-even analysis and return-on-investment calculations in your financial projections to create a successful business plan.
• Spelling and grammar errors. All the best organizations have an editor review their documents. If someone spots typos while reading your business plan, sloppy errors like those can evoke a larger sense of distrust in your capabilities to run a successful company. It may seem minor, but legibility and error-free writing helps make a good impression on your business plan’s audience. 

Updating and revising a business plan

Business plans aren’t static documents. The business world moves fast and your plan will need to keep up. You don’t want it to get stale. 

Here’s a good rule of thumb for business plan revisions:

• Monthly: Update KPIs like sales, website traffic, and customer acquisition costs. Review your cash flow. Is your money situation as expected? Make the necessary changes.
• Quarterly : Are you hitting your targets? Be sure to update your financial performance, successful marketing campaigns, and any other recent milestones achieved.
• Yearly : Think of this as a big overhaul. Compare projections to actuals and update your forecasts. 

When updating your plan, don’t just go with your gut. Use data like surveys and website analytics to inform each update. Using outdated information will only lead to confusion and missed opportunities.

Remember not to just update one part of your plan—it’s all connected. Fortunately, with business plan software you can easily give your plan attention and help your business thrive. 

How to present a business plan

Here are some tips for presenting your business plan to stakeholders.

Understand your audience

Start by doing homework on who you’ll be presenting to. Are they investors, potential partners, or a bank? Each group will have different interests and expectations. 

Consider the following about your presentation audience:

• Background: What’s their professional experience?
• Knowledge level: How familiar are they with your industry?
• Interests: What aspects of your plan will excite them most?
• Concerns: What might make them hesitant about your idea?

Depending on who you’re presenting to, you can tweak your presentation accordingly. For example, if you’re presenting to a group of investors, you’d probably want to highlight financial projections and market analysis. 

Structure your presentation

Once you know your audience, you can organize your presentation. Think of this as the story you’ll tell listeners. A well-structured presentation helps listeners follow along and remember key points. 

Your opening should grab attention and give a snapshot of what’s to come. It’s kind of like an elevator pitch that gives an overview of your business idea. 

From there, break your presentation into clear sections:

• Problem: What issue are you solving?
• Solution: How does your business address this problem?
• Market: Who are your potential customers?
• Competition: Who else is in this space, and how are you different?
• Business model: How will you make money?
• Financial projections: What are your expected costs and revenues?
• Team: Who’s involved, and what makes them qualified?

Use visual aids to support your points. Graphs, charts, and even simple illustrations can make your information more digestible. Remember to practice your timing, too. A good presentation flows smoothly, giving each section the right amount of attention for its intended audience. 

Handle objections and questions

Facing objections or questions can be nerve-wracking, but it’s actually a great opportunity. It shows your listeners are engaged and thinking critically about your idea. The key is to be prepared and stay calm. 

Try to anticipate potential questions. Put yourself in the listener’s shoes: What would you want to know if you were them? Come up with clear answers to these questions ahead of time.

When handling questions:

• Listen carefully: Make sure you fully understand the question before answering.
• Stay positive: Even if the question seems critical, respond with enthusiasm.
• Be honest: If you don’t know something, it’s OK. Offer to find out and follow up. 

Use questions as a way to highlight the strengths of your business plan. If a question needs more thought or refresh, it’s perfectly fine to say, “That’s a great question. I’d love to look further into it and get back to you with a detailed answer.”

Handling questions well shows that you’re knowledgeable, thoughtful, and open to feedback—all things that will impress listeners and make them feel confident in your business plan. 

Prepare your business plan today

A business plan can help you identify clear, deliberate next steps for your business, even if you never plan to pitch investors—and it can help you see gaps in your plan before they become issues. 

Whether you’re working on starting a new online business idea , building a retail storefront, growing your established business, or purchasing an existing business , you now understand how to write a business plan that suits your business’s goals and needs.

Feature illustration by Rachel Tunstall

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Business plan FAQ

How do i write a business plan.

Learning how to write a business plan is simple if you use a business plan template or business plan software. Typically, a traditional business plan for every new business should have the following components:

• Executive summary
• Company description, including value proposition
• Market analysis and competitive analysis
• Management and organization
• Products and services
• Customer segmentation
• Marketing plan
• Logistics and operations
• Financial plan and financial projections

What is a good business plan?

A good business plan clearly communicates your company’s purpose, goals, and growth strategies. It starts with a strong executive summary, then adequately outlines idea feasibility, target market insights, and the competitive landscape. 

A business plan template can help businesses be sure to follow the typical format of traditional business plans, which also include financial projections, details about the management team, and other key elements that venture capital firms and potential investors want to see.

What are the 3 main purposes of a business plan?

The three main purposes of a business plan are: 

• To clarify your plans for growth
• To understand your financial needs
• To attract funding from investors or secure a business loan

What are the different types of business plans?

The types of business plans include startup, refocusing, internal, annual, strategic, feasibility, operations, growth, and scenario-based. Each type of business plan has a different purpose. Business plan formats include traditional, lean, and nonprofit. Find a business plan template for the type of plan you want to write.

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Supermercato

Tabaccheria

Toelettatura per cani

Tour operator

Trasporti marittimi

Trasporto merci

Veterinario

Vigilanza privata

Villaggio turistico

PERCHÈ SCEGLIERE I SOFTWARE BUSINESS PLAN SPECIFICI DI BSNESS.COM

Fare il business plan senza essere un esperto.

Ora puoi fare da solo il business plan per la tua impresa, nuova o già funzionante , in modo semplice e rapido anche senza essere un esperto.

Verrai guidato dal manuale , dall’ esempio di business plan già fatto per la tua attività e avrai anche 10 giorni di assistenza tecnica inclusa nel prezzo.

Hai a disposizione oltre 200 software con un template di business plan in italiano completo, già fatto dai nostri professionisti, per tutte le principali attività.

Tutti gli esempi sono ottimizzati per la richiesta di finanziamenti e agevolazioni a fondo perduto.

È la soluzione ideale per fare in poco tempo il business plan che ti chiede la banca quando chiedi un prestito.

COMPATIBILI CON I BANDI DI INVITALIA

Puoi utilizzare i nostri software specifici per accedere ai finanziamenti a tasso zero e alle agevolazioni a fondo perduto di Invitalia .

Abbiamo creato quattro moduli per riclassificare automaticamente i dati economici e finanziari dei nostri business plan secondo gli schemi previsti dai piani d’impresa dei bandi Invitalia :

• RESTO AL SUD
• ON – OLTRE NUOVE IMPRESE A TASSO ZERO
• SMART&START
• SELFIEMPLOYMENT

UN ESEMPIO DI BUSINESS PLAN SU CUI LAVORARE

Nel software è precaricato un esempio completo di business plan , già realizzato per un caso reale.

Potrai modificare direttamente l’esempio nelle seguenti sezioni :

• Dati aziendali , capitale sociale e agevolazioni;
• Investimenti , modificando descrizioni, date ed importi;
• Importo, tasso e durata dei mutui e finanziamenti ;
• I tuoi prodotti, prezzi di vendita e costi di acquisto;
• Volumi di produzione e vendita;
• Costi variabili di produzione di beni e servizi;
• Costi fissi e personale dipendente …

e sia la parte numerica che il documento di business plan si aggiorneranno automaticamente .

In questo modo potrai procedere in sicurezza senza fare errori e risparmierai molto tempo ottenendo un risultato professionale .

L’UNICO SOFTWARE DAVVERO COMPLETO

Non troverai altri software specifici per fare il business plan di ogni singola attività e che includano:

• il budget economico e finanziario;
• il documento di business plan interattivo e già compilato in ogni sua parte;
• due scenari alternativi coi quali potrai fare ogni tipo di simulazione per stabilire prezzi, investimenti e fare scelte di impresa corrette e razionali.
• l’ analisi di bilancio con oltre 30 indici e i bilanci riclassificati;
• l’ analisi SWOT ,il Business model Canvas e il piano di marketing ;
• Gestione IVA, riserve e conferienti;
• la stampa analitica di tutte le tabelle, grafici e bilanci ottenuti nel budget.

2 SCENARI ALTERNATIVI PER L’ANALISI DEI RISCHI

Un’altra funzione che troverai solo nei nostri software è quella degli scenari alternativi totalmente automatici.

Potrai variare fino a nove parametri per fare ogni tipo di simulazione e:

• stabilire il prezzo migliore per i tuoi prodotti;
• calibrare gli investimenti e le spese per il personale;
• vedere come varia l’utile al variare dei volumi di produzione e vendita;
• verificare la liquidità ed il fabbisogno finanziario al variare dei 9 parametri ecc.

I risultati degli scenari saranno poi riportati anche nel documento di business plan.

COME FARE IL PIANO ECONOMICO E FINANZIARIO CON I NOSTRI SOFTWARE SPECIFICI

Vediamo ora gli 8 passi per la verifica e l’eventuale modifica dei valori dell’esempio di business plan precaricato in ognuno dei nostri software specifici.

Il lavoro è reso ancora più facile ed intuitivo dal fatto che il budget è interamente costruito con excel che è uno strumento potento, semplice e ben conosciuto dalla maggior parte degli utenti.

Ad ogni variazione apportata, il programma ricalcolerà ogni dato e aggiornerà l’intero lavoro, incluso il documento di business plan che vedremo in seguito

1) DATI DELL’IMPRESA, CAPITALE SOCIALE E AGEVOLAZIONI

Questa è la prima sezione nella quale vengono inseriti i dati dell’impresa e del capitale sociale con tutti i dati delle sottoscrizioni, aumenti di capitale e dei versamenti.

Inoltre abbiamo inserito i dati delle agevolazioni a fondo perduto richieste con i dati di erogazione ed il numero di anni nei quali verrà spalmato il ricavo di competenza.

Il software gestisce sia le agevolazioni in conto capitale che quelle in conto esecizio ed ogni dato già inserito in questo primo step può essere facilmente e velocemente variato, integrato o cancellato.

Come anticipato, ad ogni variazione, il programma ricalcola tutto e va ad aggiornare il bilancio e tutte le altre tabelle intermedie. 

2) GLI INVESTIMENTI E I RELATIVI AMMORTAMENTI

Qui troverai tutti gli investimenti tipici di ogni attività, ognuno con il corretto coefficiente di ammortamento previsto dalle tabelle ministariali per la specifica attività.

Il software gestisce fino a 25 categorie di beni strumentali materiali, immateriali o finanziarie e ne calcola le quote di ammortamento.

Ricordati di indicare, nella colonna “TIPO”, la tipologia di bene strumentale come spiegato nella nota che si aprirà passando sopra al corrispondente triangolino rosso (materiale, immateriale, finanziaria ecc).

Se hai in programma di sostenere ulteriori investimenti potrai facilmente aggiungerli oppure potrai modificare la descrizione, l’importo o la data di acquisto di quelli esistenti.

Il software calcolerà immediatamente le corrette quote di ammortamento e potrai passare velocemente alla fase successiva.  

3) MUTUI, PRESTITI E FINANZIAMENTI

Tutti i software specifici ed i relativi esempi di business plan sono pensati ed ottimizzati per la richiesta di mutui, prestiti e finanziamenti .

Il software calcola con precisione il fabbisogno finanziario per realizzare l’idea di business in modo da poter stabilire come reperire la liquidità necessaria attraverso capitale proprio, finanziamenti soci o prestiti bancari.

Possiamo quindi inserire i mutui e finanziamenti da chiedere con la relativa data, importo, durata e tasso di interesse e il programma calcolerà automaticamente la rata e l’importo degli interessi passivi

Come anche nelle altre sezioni, puoi modificare i dati del mutuo inserito o aggiungere fino a cinque nuovi mutui .

Se partecipi a un bando di Invitalia , ricorda di inserire il finanziamento agevolato nella prima riga, in modo che il modulo possa riclassificare correttamente il dato negli schemi del piano di impresa che dovrai presentare.

4) PRODOTTI E SERVIZI, PREZZI DI VENDITA E COSTI DI ACQUISTO

Questa è la sezione nella quale abbiamo individuato i prodotti e servizi offerti dalla nostra impresa.

Per ogni prodotto abbiamo individuato il prezzo di vendita , le eventuali provvigioni di vendita (commissioni carte di credito premi o provvigioni) e, per i beni esclusivamente commercializzati, il costo di acquisto e la percentuale di ricarico .

Per i beni prodotti non andrà indicato alcun costo di acquisto ma avremo invece, più avanti, la sezione dei costi variabili con la relativa distinta base.

Per cambiare o aggiungere un prodotto è sufficiente scrivere sopra ad un prodotto esistente il nome del nuovo prodotto o aggiungerne uno nuovo in un campo vuoto ed inserire o variare il prezzo di vendita ed il costo di acquisto.

5) VOLUMI DI PRODUZIONE / GESTIONE TARIFFE E PERNOTTAMENTI

Abbiamo diverse versioni del software con i quali creiamo i nosti modelli di business plan già fatti: la versione per le attività ricettive e quelle per le imprese commerciali, di servizi, professionali e di produzione.

Per le attività ricettive abbiamo, oltre alla sezione dei volumi di produzione, anche quella dei pernottamenti per poter gestire un numero illimitato di unità abitative e fino a 10 differenti tariffe.

In ogni software specifico, troverai una utility specifica per il calcolo dei volumi di produzione e vendita.

In questo modo potrai calcolare rapidamente i volumi mese per mese e variarli altrettanto velocemente per fare simulazioni e prove e sarà il software a ricalcolare tutto automaticamente.

Inoltre potrai utilizzare il software anche per il controllo di gestione sostituendo, mese per mese, i dati previsionali con quelli rilevati a consuntivo.

6) I COSTI VARIABILI E LA DISTINTA BASE

Per le attività produttive di beni e servizi la gestione dei costi variabili è di vitale importanza.

Qui possiamo indicare, per ognuno dei nostri prodotti, tutte le componenti necessarie a realizzarlo.

Negli esempi di business plan già fatti , contenuti nei vari software specifici, abbiamo già indicato tutte le materie prime, componenti o semilavorati necessari alla realizzazione di ogni prodotto.

Per ogni voce di costo variabile abbiamo indicato la tipologia (materia prima, mano d’opera, lavorazioni ecc), il prezzo unitario e la quantità necessaria per la produzione di un’unità di prodotto.

Qualunque sia il nostro prodotto qui potremo facilmente indicare tutte le sue componenti: che sia la ricetta per la realizzazione di una pizza o di pasticcini o per la produzione di un servizio di noleggio o di manutenzione.

Una volta inseriti i singoli costi variabili di produzione il programma li moltiplica per i volumi di produzione precedentemente indicati e calcola i costi variabili complessivi per prodotto o per tipologia nelle tabelle di riepilogo.

7) I VOLUMI DI VENDITA DEI PRODOTTI E SERVIZI

Nella sezione dei volumi di vendita troverai le quantità vendute indicate analiticamente per ogni prodotto e per ogni mese.

Puoi modificare facilmente tali quantità semplicemente sostituendo il valore già indicato con quello desiderato e, ad ogni variazione, verranno ricalcolati i fatturati, flussi finanziari, bilanci, ecc.

Per i servizi i volumi di vendita solitamente sono uguali a quelli di produzione e possono essere ricopiati automaticamente dai volumi di produzione con un solo click sull’apposito pulsante che abbiamo previsto.

Come in ogni sezione troverai le tabelle riepilogative, riassuntive e relativi grafici.

8) LA GESTIONE DEI COSTI FISSI

La sezione dei costi fissi è l’ultima nella quale dovrai controllare e eventualmente modificare i dati.

Qui puoi gestire tutti i costi fissi con dettaglio mensile e calcolare automaticamente le spese del personale.

Per i dipendenti dovrai solo inserire il mese di inizio e fine assunzione, il numero e lo stipendio lordo previsto e sarà il programma a calcolare automaticamente i contributi, inail, tfr, tredicesima e quattordicesima.

Se preferisci puoi comunque inserire i dati del personale manualmente.

Anche tutti gli altri costi fissi possono essere modificati indicando semplicemente i nuovi valori o variando le voci già previste.

Una volta terminato il controllo dei dati già esistenti per il vostro specifico business plan già, sarà il programma a ricalcolare:

• il bilancio CEE e i fatturati;
• il cash flow e il rendiconto finanziario;
• l’analisi di bilancio con oltre 30 indici e conti economici e stati patrimoniali riclassificati.

Sarà sufficiente un click per stampare tutto il budget aziendale economico e finanziario a 5 anni e per ottenere il documento di business plan già interamente realizzato ed aggiornato con i nuovi dati.

L’unica cosa che ti rimarrà da fare sarà inviare un’email alla banca, ai soci o ai potenziali investitori con il business plan in PDF e la stampa del budget analitico integrale.

ECCO IL MODELLO DI BUSINESS PLAN

Con un clik il software crea il documento di business plan con tutti i dati economici e finanziari ottenuti fino ad ora.

Se ti accorgi di dover aggiungere o modificare un dato puoi sempre tornare al modulo del budget, apportare le modifiche necessarie e, con un altro clic, aggiornare di nuovo il documento.

Il documento sarà già completo e strutturato in capitoli, tutti già debitamente compilati dai nostri professionisti sulla base di un caso reale per ogni singola attività economica.

Potrai modificare e integrare tutti i testi presenti e, in corrispondenza di ogni capitolo, troverai una breve guida che ti aiuterà a personalizzarlo.

Vediamo ora, punto per punto, come sarà strutturato e i contenuti del documento di business plan che viene creato dai software specifici.

 I) EXECUTIVE SUMMARY – UNA BREVE DESCRIZIONE DELLA TUA IDEA DI BUSINESS

Si tratta della prima e più importante sezione del documento di business plan ed è il primo messaggio che dai al destinatario del business plan.

Con l’ executive summary il lettore si farà  una prima impressione che sarà poi difficile da modificare nel resto del documento, quindi è fondamentale colpirlo positivamente fin da subito.

Puoi già scrivere una bozza di executive summary ma poi è fondamentale rivederla, anche profondamente, al termine del lavoro.

Deve trattarsi di una sintesi del progetto da leggere in pochi minuti e dovrà toccare i seguenti argomenti:

• I beni o servizi che intendi produrre o le merci che intendi commercializzare;
• chi saranno i tuoi clienti, identificandoli con una buona precisione;
• quali sono i bisogni del tuo target che andrai a soddisfare le motivazioni che lo spingeranno a rivolgersi proprio alla tua impresa;
• come sarà organizzata la tua impresa;
• una descrizione delle risorse umane che parteciperanno al progetto;
• l’individuazione delle risorse finanziarie necessarie a realizzarlo e i risultati attesi da questo progetto.

 II) IL MERCATO AL QUALE INTENDI RIVOLGERTI

A quale segmento di mercato intendi rivolgerti?

Chi saranno i tuoi clienti e per quale motivo decideranno di acquistare i tuoi prodotti oppure usufruire dei tuoi servizi?

Cerca di far capire al lettore se i tuoi prodotti soddisfano bisogni ed esigenze che attualmente non sono soddisfatte oppure spiegagli come intendi farlo in modo migliore, ad un minor prezzo o con una maggior fruibilità.

Non dimenticare di dire se e come reagirà il mercato alla tua discesa in campo.

La segmentazione del mercato di riferimento

È importante individuare con precisione quale sarà il mercato al quale intendi rivolgerti classificandolo in funzione di tutti i più importanti criteri come, ad esempio:

• se appartiene al settore privato oppure a quello pubblico;
• se la clientela è italiana, europea o appartiene ad un preciso territorio;
• il comportamento d’acquisto, ad esempio, online o di tipo tradizionale;
• la numerosità del mercato di riferimento in relazione alla dimensione della tua impresa.

L’evoluzione del tuo mercato di riferimento

Non è semplice per una piccola impresa fare previsioni sull’andamento del mercato ma, grazie ad internet, è sempre più facile avere accesso a studi e ricerche di mercato dalle quali tratte segnali importanti.

Al tempo stesso bisognerà anche individuare possibili rischi di natura esterna derivanti da cambiamenti legislativi, ordinanze locali o di natura politica magari per la dipendenza da altri stati nell’approvigionamento delle materie prime.

La concorrenza

Cerca di individuare, uno ad uno, tutti i tuoi competitor che possano soddisfare il medesimo bisogno del tuo mercato di riferimento anche in maniera differente.

Studia e descrivi eventuali barriere all’ingresso nel tuo segmento di mercato ed elabora strategie per superarle.

Individua i punti di forza e di debolezza, sia tuoi che della concorrenza e cerca di capire come reagirà alla tua entrata sul mercato.

Nel documento troverai istruzioni ancora più approfondite che ti aiuteranno a ragionare su tutti gli aspetti relativi al mercato e alla concorrenza.

 III) I PRODOTTI ED I SERVIZI OGGETTO DELLA TUA ATTIVITÀ

Definisci in modo chiaro quali sono i beni o servizi che intendi produrre o le merci che hai deciso di commercializzare.

Soffermati soprattutto sugli aspetti importanti per soddisfare i bisogni del tuo mercato di riferimento e poi approfondisci i successivi punti:

• descrizione tecnica, se necessario, dei prodotti e dei servizi, descrivendo il processo produttivo e indicando come andranno a soddisfare i bisogni del tuo target di mercato;
• indica i tempi per la progettazione e la produzione dei beni, per la messa a punto dei servizi da erogare o per la ricerca e l’approvigionamento degli articoli da commercializzare;
• l’erogazione di eventuali servizi accessori come ad esempio il servizio di installazione, di manutenzione, formazione, post vendita ecc.

IV) IL PIANO DI MARKETING

Ricorda innanzitutto che la promozione e la pubblicità sono un elemento della strategia di marketing ma non sono la stessa cosa.

Per definire il piano di marketing possiamo dire che è l’insieme di tutte le azioni e strategie messe inatto per raggiungere gli obiettivi di vendita ad un determinato livello di prezzo.

Il piano di marketing è fondamentale per il successo dell’impresa e, quindi, questa sezione deve essere fatta davvero bene e deve risultare chiara, interessantee convincere il lettore della sua bontà.

Il piano di marketing abbraccia, fondamentalmente quattro aree:

• la definizione e le caratteristiche del prodotto o del servizio;
• la scelta dei prezzi di vendita;
• la distribuzione del prodotto;
• la promozione e la pubblicità.

Il prezzo di vendita

Illustrare e documentare come si è arrivati alla definizione del o dei prezzi di vendita.

Si tratta di un processo complesso che deve tenere conto dei prezzi di mercato praticati dalla concorrenza, del posizionamento sul mercato stesso, dei costi di produzione e dei costi fissi di struttura.

La promozione dei prodotti e dei servizi erogati dall’impresa

In questo paragrafo dovranno essere illustrate le strategie adottate per la promozione dei propri prodotti, il budget messo a disposizione e i canali di promozione che si intende utilizzare.

La promozione può essere volta a pubblicizzare direttamente la vendita dei prodotti, oppure a creare il bisogno che si vuole soddisfare o ancora a promuovere la conoscibilità del marchio e l’immagine dell’impresa.

La distribuzione dei prodotti e dei servizi

Spiegare innanzitutto come si intende vendere il prodotto e attraverso quali canali: tradizionale, online, distributori automatici, porta a porta, ecc.

La vendita di un prodotto, ma anche di un servizio, può avvenire in tantissimi modi ed è bene scegliere quello migliore per il target definito e per la tipologia di prodotto trattato.

V) IL PIANO ORGANIZZATIVO

Il piano organizzativo deve contenere tutte le informazioni su come sarà organizzata la tua impresa.

Può essere piò o meno ampio ed importante in funzione della dimensione e della complessità del progetto e dovrà illustrare:

• quali funzioni saranno svolte internamente e quali esternamente;
• le competenze presenti all’interno del gruppo e quelle all’esterno (ad esempio commercialista, tecnici ecc).

In particolare ti consigliamo di approfondire i seguenti aspetti dell’organizzazione:

  Le risorse umane di cui potrai avvalerti

Descrivi le capacità, le esperienze, i ruoli e le mansioni affidate ad ogni persona che farà parte del progetto evidenziando le competenze.

Per maggior chiarezza rappresenta il tutto graficamente con un organigramma aziendale e non aver paura ad individuare eventuali carenze indicando però come prevedi di risolverle.

La forma giuridica e il know how disponibile

Indica il tipo di società che hai scelto e spiega il perchè soffermandoti sugli aspetti economici, legali, organizzativi e di limitazione o meno delle responsabilità.

Evidenzia le competenze e le conoscenze sulle quali potrai far leva e che ti differenziano dalla concorrenza come particolari titoli, esperienze, brevetti, successi imprenditoriali ottenuti in precedenza, tecnologie avanzate a tua disposizione.

I processi produttivi

Questo punto è molto importante per le aziende che si occupano della produzione di beni ma anche di servizi.

In questo paragrafo potrai illustrare come si svolge il processo per ottenere i prodotti che immetterai sul mercato illustrando:

quali fasi della produzione si svolgeranno internamente e quali invece saranno esternalizzate;

•  in quali unità locali si svolgerà la produzione;
• quali attrezzature, macchinari ed impianti verranno utilizzati;
• localizzazzione e organizzazione dei magazzini utilizzati ecc

  I mercati di approvigionamento, la logistica e l’ambiente

Anche questo punto può avere maggiore o minore importanza in funzione del tipo di impresa che hai in mente e sarà importantissimo se avrai a che fare con fornitori strategici di materie prime e componenti.

In tal caso dovrai identificare i componenti principali del prodotto e individuare con precisione i fornitori, il loro potere contrattuale e le possibili alternative di approvigionamento.

Allo stesso modo sarà importante indicare i flussi logistici di materie prime e componenti per individuare eventuali rischi di blocco e le possibili alternative.

Dovrà essere chiaro cosa succederà in occasione di importanti fluttuazioni dei prezzi o interruzioni di fornitura e come hai previsto di farvi fronte.

INFORMAZIONI

Account e condizioni.

• Il mio account
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• Termini di consegna
• Condizioni di acquisto
• Diritto di recesso
• www.bsness.com
• Smart bp software SLU
• [email protected]
• NRT L-717099-L

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Agevolazioni Imprenditoria Femminile

Donne intraprendenti, imprenditrici, pari opportunità.

Ecco le 7 App Top per Fare un Business Plan in Modo Davvero Semplice e Veloce 

Redazione di intraprendere.

Un business plan di successo può fare spesso la differenza tra far decollare la tua idea imprenditoriale o non essere mai in grado di spiccare il volo. Si tratta infatti di uno strumento indispensabile per convincere gli investitori che vale la pena finanziare la tua idea. Motivo quindi più che valido per adottare una business plan app , che non è altro che un software che ti aiuta a sviluppare il tuo piano aziendale.

Molte persone hanno escogitato idee sorprendenti nel corso dei secoli, ma non tutte sono riuscite a convertire queste idee in un’attività di valore. Perché è così? Il motivo è semplice: convertire una grande idea in un business plan valido e convincente non è così facile come ci si aspetterebbe.

È qui che entra in gioco una business planning app : il suo obiettivo è infatti quello di agevolare il lavoro di realizzazione del tuo piano aziendale per consentirti di ottenere più facilmente i capitali necessari ad avviare il tuo progetto di impresa.

Le 7 migliori app per business plan del web

I programmi per la realizzazione di business plan sono rivolti principalmente a imprenditori, sviluppatori aziendali e start-up. Tuttavia ne esistono di così tanti tipi che potrebbe essere difficile scegliere quello giusto per le tue esigenze.

Abbiamo quindi pensato a restringere la lista fornendoti qui un elenco dei migliori software per piani aziendali oggi disponibili sul mercato.

I criteri principali su cui si è basa la nostra selezione sono stati:

• Numero di funzionalità;
• Facilità di utilizzo (e/o presenza di assistenza e guide in linea per rendere più semplice la fruizione dell’app);

Andiamo quindi a vedere quali sono state le app per business plan che hanno superato la prova.

Il programma è stato, infatti, sviluppato con l’intenzione di aiutare imprenditori e project manager nell’organizzare il loro flusso di lavoro quotidiano. Proprio per questo consente di creare più spazi di lavoro per semplificare diversi progetti contemporaneamente, compresa la parte di pianificazione delle risorse.

Completano il tutto un prezzo di abbonamento davvero competitivo (il piano premium parte da $ 2,99 per utente /al mese e c’è anche una versione di base gratuita), la possibilità di condivisione dei task con tutti i membri del team e l’utilizzo di funzioni visive con diagrammi di Gantt che consentono di mettere le varie attività in sequenza e di creare le connessioni necessarie.

Fra sue sue funzionalità più convincenti troviamo “AutoWrite” e “TextSync” che generano automaticamente testo personalizzato di base per tutte le sezioni fondamentali per il tuo piano aziendale.

È inoltre possibile scegliere entro due diversi moduli temporali: un’opzione annuale o una a 36 mesi, entrambe dotate di sezioni specifiche per prevedere entrate, uscite, flusso di cassa, profitti e perdite nell’arco temporale considerato.

Infine lo strumento è capace di raccogliere le tue informazioni finanziarie personali mettendole insieme ai dati finanziari di settore per creare analisi più puntuali.

Rispetto al precedente, ha però un costo più elevato (a partire da $ 19,95 / mese) e non dispone di versione free.

Bizplan utilizza i tuoi dati finanziari e ti offre la possibilità di creare una serie di rapporti su base mensile, trimestrale o annuale, che puoi scaricare e aggiungere alla tua presentazione.

Inoltre, ogni funzionalità è spiegata con guide passo dopo passo che rendono molto più semplice la loro esecuzione e lo strumento di monitoraggio dei progressi ti consente di capire quando il tuo piano aziendale è completo, assicurandoti di rimanere aggiornato sulla tua creazione e di non perdere nulla di importante.

Anche Bizplan è un’app per business plan che può essere utilizzata pagando un abbonamento annuale a partire da $ 20,75 / mese.

4. LivePlan

Le sue funzionalità di previsione finanziaria ammettono inoltre la possibilità di includere tutti i dati importanti per la tua proiezione. È dunque possibile creare budget annuali e mensili mentre con lo strumento grafici, puoi convertire i tuoi dati finanziari in ausili visivi più accattivanti.

Infine, LivePlan ti mostra il confronto tra le tue proiezioni finanziarie e i benchmark di settore che possono così essere integrati facilmente all’interno del tuo piano aziendale.

Il piano di abbonamento annuale di LivePlan prevede un costo di $ 15 / mese fatturato ogni 12 mesi, quindi tutto sommato si tratta di una spesa accessibile.

5. GoSmallBiz

Tramite i suoi task è possibile creare un’ampia gamma di rapporti relativi ai tuoi dati finanziari, offrendoti anche numerosi ausili visivi per attirare maggiore l’attenzione da parte degli investitori sul tuo piano.

A questo si unisce anche la possibilità di ottenere una consulenza online da parte di esperti finanziari, quindi possiamo dire che tutto sommato GoSmallBiz fornisce all’imprenditore o allo sviluppatore aziendale tutto quello che serve per creare rendiconti finanziari attraverso la proiezione finanziaria.

L’abbonamento a questa business plan app costa $ 39 / mese per  sole due licenze ma c’è anche la possibilità di esportare i dati in formati PDF e Microsoft Word.

6. PlanGuru

L’app ti consente di disporre di strumenti finanziari per la previsione ed il calcolo , mettendoti nelle condizioni di creare una serie di rapporti di analisi molto utili per la tua azienda.

In tutto il processo, sarai inoltre supportato da video tutorial video integrati che ti aiuteranno a navigare non solo nel software, ma anche nella creazione del tuo piano aziendale. Infine, PlanGuru ti offre la possibilità di esportare report in Excel, Word e PDF.

Le uniche pecche sono che il software non fornisce piani aziendali di esempio e non offre neppure la possibilità di fare una prova gratuita, quindi devi partire subito con la versione a pagamento a $ 99 / mese o $ 899 / anno.

7. IdeaBuddy

Con questo software, quindi, ogni aspirante imprenditore può sviluppare le proprie idee, creare un modello di business e ottenere un business plan davvero impressionante.

Il tutto viene fornito con una guida online che aiuta a comprendere meglio il processo di pianificazione e a garantire di aver pensato davvero a tutto quello che serve per conseguire gli obiettivi desiderati.

Uno degli aspetti più interessanti è che il business plan viene creato automaticamente al termine della pianificazione di ogni fase della tua attività. In questo modo, ottieni un ottimo business plan personalizzato senza bisogno di fare proprio niente.

Perché questo avvenga però dovrai includere all’interno della tua proiezione tutti i dati finanziari più importanti. Dopodiché, l’app ti consente di creare budget annuali e mensili che possono aiutarti a migliorare la tua attività più velocemente.

I prezzi per la sua fruizione partono da $ 15 al mese o $ 45 all’anno.

Eccoci arrivati alla fine di questa selezione dei migliori software per business plan  per aziende e start up. Questo elenco è senza dubbio utile per aiutarti nella scelta della business planning app più utile in base alle tue esigenze, ma se vuoi cimentarti tu stesso nella creazione del tuo business plan qui trovi un modello semplificato di business plan che ti permetterà di crearlo in soli 30 minuti.

Il business plan è uno strumento di straordinaria importanza e non soltanto, come meglio evidenziato nel testo dell’articolo, per ricevere finanziamenti da parte di investitori, stakeholders o business angels ma anche (e, direi, soprattutto) perchè diventa una guida per l’imprenditore, necessaria per avere una visione costante degli obiettivi da raggiungere e monitorare la posizione attuale rispetto al target. L’utilizzo di un software agevola sicuramente la redazione del piano e azzera il rischio di errori. Anche se, personalmente, per la compilazione dei business plan preferisco utilizzare il buon vecchio Excel.

Nicola Santangelo

Ciao Nicola, concordiamo sull’importanza di compilare un business plan. Ad oggi la tecnologia ci fornisce molti strumenti, come apposite app, ma concordiamo che ci si trovi bene anche ad usare il buon vecchio Excel.

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Home > Business > Business Startup

• 5 Best Business Plan Software and Tools in 2023 for Your Small Business

Data as of 3 /13/23 . Offers and availability may vary by location and are subject to change.

We are committed to sharing unbiased reviews. Some of the links on our site are from our partners who compensate us. Read our editorial guidelines and advertising disclosure .

A business plan can do a lot for your business. It can help you secure investors or other funding. It can give your company direction. It can keep your finances healthy. But, if we’re being honest, it can also be a pain to write.

Luckily, you don’t have to start from scratch or go it alone. Business plan software and services can help you craft a professional business plan, like our top choice LivePlan , which provides templates, guidance, and more.

You’ve got quite a few choices for business plan help, so we’re here to help you narrow things down. Let’s talk about the best business plan tools out there.

• LivePlan : Best overall
• BizPlanBuilder : Most user-friendly
• Wise Business Plans : Best professional service
• Business Sorter : Best for internal plans
• GoSmallBiz.com : Most extra features
• Honorable mentions

Business plan software 101

The takeaway, business plan software faq, compare the best business plan software.

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LivePlan: Best overall business plan software

Data as of 3 /13/23 . Offers and availability may vary by location and are subject to change. *With annual billing

LivePlan has been our favorite business plan software for a while now, despite the stiff competition.

There’s a lot to like about LivePlan. It has pretty much all the features you could want from your business plan software. LivePlan gives you step-by-step instructions for writing your plan, helps you create financial reports, lets you compare your business’s actual financials to your plan’s goals, and much more. And if you ever need inspiration, it includes hundreds of sample business plans that can guide your writing.

LivePlan software pricing

But the best part? You get all that (and more) at a very competitive price. (You can choose from annual, six-month, or monthly billing.) While LivePlan isn’t quite the cheapest business plan builder out there, it’s not too far off either. And if comes with a 60-day money back guarantee. So there’s no risk in trying LivePlan out for yourself.

With a great balance of features and cost, LivePlan offers the best business plan solution for most businesses.

BizPlanBuilder: Most user-friendly

Need something easy to use? BizPlanBuilder fits the bill.

BizPlanBuilder doesn’t have a flashy, modern user interface―but it does have a very clear, intuitive one. You’ll be able to see your plan’s overall structure at a glance, so you can quickly navigate from your title page to your market trend section to that paragraph on your core values. And as you write, you’ll use a text editor that looks a whole lot like the word processing programs you’re already familiar with.

BizPlanBuilder software pricing

Data effective 3/13/23. At publishing time, amounts, rates, and requirements are current but are subject to change. Offers may not be available in all areas.

BizPlanBuilder also offers lots of helpful guidance for actually writing your plan. It gives you pre-written text, in which you just have to fill in relevant details. It offers explanations for what information you need to include in each section of your plan and way. It even gives you helpful tips from experts, so you’ll have all the information you need to plan like a pro.

So if you want planning software with almost no learning curve, you’ll like BizPlanBuilder.

Wise Business Plans: Best professional service

• Custom quote

Unlike all the other companies on this list, Wise Business Plans doesn’t offer software. Instead, it offers professional business plan writing services―meaning someone does all the hard work for you.

Now, you might think that sounds expensive―and you’re probably right (you have to request a custom quote for your plan). But there’s a lot to be said for expertise, and Wise Business Plans has plenty of that. Your business plan will get written by an experienced writer (with an MBA, no less). They’ll get information from you, do their own research, and then write your plan. You get one free revision, and you can always pay for more.  

Wise Business Plans service pricing

Your end result will be a polished, entirely original business plan. (You can even get printed copies.) And best of all, you won’t have to spend your precious time working on the plan yourself. Wise Business Plans takes care of all the hard parts, and makes your business look good while doing it. Sounds like a service worth paying for, right?

Put simply, if you want the most professional business plan possible, we recommend using Wise Business Plans’s writing service.

Business Sorter: Best for internal plans

Many businesses need plans to show to people outside the company (to get financing, for example). But what if you just need a plan for internal use? In that case, we suggest Business Sorter.

Business Sorter uses a unique card-based method to help you craft the perfect business plan. (You can watch a demo video to see how it works.) You’ll plan some of the usual things, like finances and marketing. But Business Sorter also lets you make plans for specific teams and team members. It also emphasizes more internal matters, like operations, that might get overlooked in a business plan for outsiders.

Business Sorter software pricing

After you’ve made your business plan, Business Sorter also helps you stay accountable to it. You can create tasks, give them deadlines, and assign them to team members―giving you basic project management tools to make sure your business plans become business actions. (Oh, and did we mention that Business Sorter has the lowest starting prices of any software on this list?)

It all adds up to a business plan software that works great for internal planning.

GoSmallBiz: Most extra features

Want to get way more than just business planning software? Then you probably want GoSmallBiz.

See, GoSmallBiz offers business plan software as part of its service―but it’s just one part of a much bigger whole. You also get everything from discounts on legal services to a website builder to a CRM (customer relationship manager) to business document templates. And more. In other words, you get just about everything you need to get your startup off the ground.

GoSmallBiz software pricing

Don’t worry though―you still get all the business planning help you need. GoSmallBiz gives you business plan templates, step-by-step instructions, and the ability to create financial projections. And if you get stuck, GoSmallBiz will put you in touch with experts who can offer advice.

If you want business planning and much, much more, give GoSmallBiz a try.

• PlanGuru : Best financial forecasting
• EnLoop : Cheapest tool for startups

We recommend the software above for most business planning needs. Some businesses, though, might be interested in these more specialized planning software.

Honorable mention software pricing

PlanGuru: Best financial forecasting features

PlanGuru is pretty pricey compared to our other picks, but you might find its forecasting features worth paying for. It has more forecasting methods than other software (over 20) plus it lets you forecast up to 10 years.

EnLoop: Cheapest tool for startups

EnLoop doesn’t have our favorite features or interface, but it does have really, really low pricing plus a seven-day free trial. It's the most affordable software for startup business planning and still provides all the essential features like financial analysis, team collaboration, charting, and more.

Data as of 3 /13/23 . Offers and availability may vary by location and are subject to change. * With annual billing

Several of our previous favorite planning software, including BusinessPlanPro and StratPad, seem to have gone out of business.

A business plan is a written, living document that tells the story of your business and what you plan to do with it. It serves as the source of truth for you—the business owner—as well as potential partners, employees, and investors, but it also serves as a roadmap of what you want your business to be.

Why you need a business plan

While some small-business owners don’t see the point of creating a formal business plan, it can have some concrete benefits for your business. For example, one 2016 study found that business owners with written plans are more successful than those that don’t. 1

Still too vague? Then let’s get specific.

If you ever seek business funding (from, say, banks, angel investors , or venture capitalists ), you’ll have to prove that your business deserves the money you want. A formal business plan―complete with financial data and projections―gives you a professional document you can use to make your case. (In fact, most potential investors will expect you to have a business plan ready.)

Even if you’re not seeking funding right now, a business plan can help your business. A formal plan can guide your business’s direction and decision making. It can keep your business accountable (by, for example, seeing if your business meets the financial projections you included). And a formal plan offers a great way to make sure your team stays on the same page.

What to include in your business plan

Not all business plans are created equal. To make a really useful business plan, you’ll want to include a number of elements:

• Basic information about your business
• Your products/services
• Market and industry analysis
• What makes your business competitive
• Strategies and upcoming plans
• Your team (and your team’s background)
• Current financial status
• Financial and market projections
• Executive summary

Of course, you can include more or fewer elements―whatever makes sense for your business. Just make sure your business plan is comprehensive (but not overwhelming).

How business plan software can help

With so many elements to include, business plan creation can take a while. Business plan software tries to speed things up.

Most business plan software will include prompts for each section. In some cases, you can just fill in your business’s specific information, and the software will write the text for you. In other cases, the software will give you specific guidance and examples, helping you write the text yourself.

Plus, business plan software can help you stay organized. You’ll usually get intuitive menus that let you quickly flip through sections. So rather than endlessly scrolling through a long document in a word processor, you can quickly find your way around your plan. Some software even lets you drag and drop sections to reorganize your plan.

Sounds way easier than just staring at a blank page and trying to start from scratch, right?

Choosing business plan software

To find the right business plan builder for your business, you’ll want to compare features. For example, would you rather write your own text, getting prompts and advice from your software? Or would you rather go with a fill-in-the-blank method?

Likewise, think about the elements you need. If your plan will have a heavy focus on finances, you’ll want to choose business plan software with robust financial projection features. If you care more about market and competitor analysis, look for software that can help with that research.

You may also want to find business plan software that integrates with your business accounting software . Some plan builders will import data from Xero, QuickBooks, etc. to quickly generate your financial data and projections.

And of course, you’ll want to compare prices. After all, you always want to end up with software that fits your business budget.

The right business plan software can make your life easier. With LivePlan ’s wide breadth of features and online learning tools, you can’t go wrong. Plus, BizPlanBuilder 's one-time pricing makes it easy to invest while Business Sorter has a low starting cost. And if you're business is looking to grow, GoSmallBiz and Wise Business Plans will scale with you.

But of course, different companies have different needs. So shop around until you find the software that’s best for you and your business.

Now that you've got a business plan, take a look at our checklist for starting a small business.  It can help you make sure you have everything else you need to get your startup off to a good start!

Related content

• 7 Steps to Build a Successful Project Management Sales Plan
• Best Project Management Software and Tools in 2023
• 4 Cost Management Techniques for Small Businesses

Creating a business plan can take anywhere from a couple hours to several weeks. Your timeline will depend on things like the elements you choose to include, whether you use software or hire a writing service, and how much research goes into your plan.

That said, much of the business plan software out there brags that it can help you create a fairly detailed plan in a few hours. So if you’re going the software route, that can help you set your expectations.

If you want to get the most out of your business plan, you should update it on a regular basis―at least annually. That way, you can continually refer to it to inform your company’s strategies and direction.  

At the very least, you should update your business plan before you start looking for a new round of funding (whether that’s with investors or lenders).

Thanks to business plan software, you can easily write your own business plan rather than pay someone to do it for you. And in most cases, software will cost you less than a professional business plan service.

There are some times you might want to go with a service though. If time is tight, you might find that it’s worth the cost of a service. Or if you’ve got big investor meetings on the horizon, you might want the expertise and polish that a professional service can offer.

Ultimately, you’ll have to decide for yourself whether business plan software or a business plan service will work better for your company.

Methodology

We ranked business plan software and tools based on features, pricing and plans, and connections to project management and other services. The value of each plan and service, along with what it offers, was a big consideration in our rankings, and we looked to see if what was offered was useful to small businesses or just extra. The final thing we looked at was the ease of use of the software to see if it's too complex for small businesses.

At Business.org, our research is meant to offer general product and service recommendations. We don't guarantee that our suggestions will work best for each individual or business, so consider your unique needs when choosing products and services.

Sources 1. Harvard Business Review, “ Research: Writing a Business Plan Makes Your Startup More Likely to Succeed .” Accessed March 13, 2023.

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Disclaimer: The information featured in this article is based on our best estimates of pricing, package details, contract stipulations, and service available at the time of writing. All information is subject to change. Pricing will vary based on various factors, including, but not limited to, the customer’s location, package chosen, added features and equipment, the purchaser’s credit score, etc. For the most accurate information, please ask your customer service representative. Clarify all fees and contract details before signing a contract or finalizing your purchase.

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3 Apps to Help You Write a Business Plan Helpful apps that guide you from brilliant business idea to an actionable plan.

By Kim Lachance Shandrow Feb 4, 2013

Opinions expressed by Entrepreneur contributors are their own.

If you have a killer idea for a startup, but lack the time, resources and budget to develop a business plan , a business plan-generating app can help you get your plan on paper and, ideally, off the ground.

A number of apps simplify the often tedious, complicated process of crafting a thorough bank- and investor-ready business plan. You provide the information, they organize it into a plan, and hopefully soon you'll be in business.

Here's a look at three apps that can help get your business plan rolling:

1. Enloop. This is an all-in-one web app that walks users through every step of creating a traditional business plan. Here's how it works: Based on the data you enter into the app, Enloop automatically generates sales, profit and loss, cash flow and balance sheet projections for you, complete with explanatory graphs and other compelling visual elements. Enloop also provides standard, yet customizable business plan text for each section of your plan, including portions focused on key company information and financial data.

Enloop's Free & Easy option includes a single custom business plan packaged in a clean, professionally formatted PDF file that you can download, print and share. More fully featured paid versions range from $9.95 a month to $39.95 a month and allow you to make multiple business plans. Enloop is only web-based and not yet available for mobile devices.

Related: Reworking Your Business Plan? Consider These Tips

2. StratPad. Alex Glassey, who designed this iPad-only app , describes it as "a strategic-planning app that helps entrepreneurs with the thinking and decision-making process ." StratPad can be a smart choice for people who are writing their first-ever business plan. It is packed with several free how-to tools for beginners, including a 58-page business strategy tutorial, view-on-demand training videos, email-based customer service, and more.

A free basic StratPad edition is available for students. Paid, one-time fee plans range from $9.99 to $54.99. The more you pay, the more advanced business plan options you get. The easy-to-use app guides users through a series of simple questions and prompts. Your answers are used to develop a summary business plan, complete with revenue projections and full-color graphs and charts.

3. Business Plan Premier. This $7.99 iPad app does double-duty for users who are eager to have their business plan backed fast. Not only does Business Plan Premier help you organize and write your business plan at an extremely detailed level, it also enables you to present your finished plan to more than 3,000 high net worth potential investors, who are also members of investment research firm Ben Stein & Accredited Members Inc .

Business Plan Premier leads you through writing your prospective company's vision and mission statements, product descriptions and marketing plans. You can also use it to complete competitive and SWOT (strengths, weaknesses, opportunities and threats) analysis, outline your management scheme, identify your startup expenses, define your target market and more depending on your needs.

Your completed business plan is exported as a Microsoft Word document that you can edit, print, email or upload to Dropbox. Business Plan Lite is the free (but much less functional) version of the app.

Related: Reverse-Engineering Your Business Plan: Success Starts With the End

Senior Writer. Frequently covers cryptocurrency, future tech, social media, startups, gadgets and apps.

Kim Lachance Shandrow is a senior writer at Entrepreneur.com. 

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