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Cos'è il Business Plan, come farlo e a cosa serve

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Definizione di Business plan

Business plan

Business plan cos’è

Il documento che permette a un’idea imprenditoriale di prendere vita è il business plan, una guida che contiene i riferimenti utili per la pianificazione e la gestione aziendale e che presenta l’azienda a potenziali finanziatori e investitori. Attraverso il business plan è possibile esaminare i fattori di successo dell’ idea imprenditoriale nel lungo periodo e valutarla sulla base di una vera e propria analisi di fattibilità. Non va considerato uno strumento assoluto e statico, ma come un vademecum che si adatta ai cambiamenti che possono avvenire all’interno e all’esterno dell’azienda. In esso è possibile identificare:

  • una parte descrittiva (qualitativa) che contiene un’approfondita descrizione del progetto imprenditoriale con l’analisi di caratteristiche e prodotti, del mercato all’interno del quale si andrebbe a sviluppare e delle risorse necessarie per la sua realizzazione. In questa parte, inoltre, si effettua uno studio della fattibilità dell’idea imprenditoriale in relazione all’ambiente esterno e a quello interno per comprendere in che modo l’azienda riuscirà a ottenere dei vantaggi competitivi rispetto ad altre;
  • una parte numerica (quantitativa) a carattere previsionale e con al suo interno proiezioni economiche e finanziarie relative alla business idea. In questa parte si espone l’idea in numeri e si tiene conto del piano degli affari, degli investimenti, di quello economico, dei flussi finanziari, dei finanziamenti e della situazione patrimoniale.

La definizione e la struttura di un business plan, seppur simile nei suoi tratti fondamentali, differisce in base allo scopo per cui viene redatto. Fra i documenti presenti che compongono un modello di business plan si possono individuare:

  • la descrizione del progetto imprenditoriale;
  • la descrizione del prodotto/servizio;
  • la storia dell’azienda e della sua struttura organizzativa;
  • il prospetto degli aspetti amministrativi;
  • il piano di vendite e la struttura finanziaria;
  • il piano di degli investimenti;
  • l’analisi del know how e prospetto delle risorse umane necessarie;
  • l’analisi del ciclo produttivo;
  • le previsioni patrimoniali, economiche e finanziarie.

Le funzioni del business plan

Il business plan è un moderno strumento di simulazione a medio-lungo termine delle dinamiche aziendali che in generale assolve a due principali funzioni. La prima è quella di razionalizzare l’ idea imprenditoriale alla luce dei fattori di successo e delle lacune presenti. Una volta decretata la fattibilità dell’idea imprenditoriale, gli elementi che lo compongono finiscono per delineare la strategia da seguire nelle fasi successive. La seconda funzione cui assolve il business plan è la presentazione di questa idea a terzi, in modo da valutarne l’ iniziativa economica , le sue potenzialità e i rischi a essa connessi. In questo caso funziona da supporto informativo e fa parte della documentazione da allegare alle domande di finanziamento per banche e istituti finanziari.

Nello specifico dello status ( startup , azienda esistente o in espansione) che l’azienda riveste nel momento di redazione del business plan può inoltre rivestire il ruolo di:

  • strumento di pianificazione e gestione d’impresa;
  • strumento di verifica dello scostamento dei risultati delle business unit;
  • strumento per l’analisi di attrattività e criticità;
  • strumento di monitoraggio.

infografica business plan esempio

Il business plan nelle fasi di sviluppo aziendale. Fonte: Credit Data Research

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What Is a Business Plan?

Understanding business plans, how to write a business plan, common elements of a business plan, how often should a business plan be updated, the bottom line, business plan: what it is, what's included, and how to write one.

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and behavioral finance. Adam received his master's in economics from The New School for Social Research and his Ph.D. from the University of Wisconsin-Madison in sociology. He is a CFA charterholder as well as holding FINRA Series 7, 55 & 63 licenses. He currently researches and teaches economic sociology and the social studies of finance at the Hebrew University in Jerusalem.

business plan definizione wikipedia

A business plan is a document that details a company's goals and how it intends to achieve them. Business plans can be of benefit to both startups and well-established companies. For startups, a business plan can be essential for winning over potential lenders and investors. Established businesses can find one useful for staying on track and not losing sight of their goals. This article explains what an effective business plan needs to include and how to write one.

Key Takeaways

  • A business plan is a document describing a company's business activities and how it plans to achieve its goals.
  • Startup companies use business plans to get off the ground and attract outside investors.
  • For established companies, a business plan can help keep the executive team focused on and working toward the company's short- and long-term objectives.
  • There is no single format that a business plan must follow, but there are certain key elements that most companies will want to include.

Investopedia / Ryan Oakley

Any new business should have a business plan in place prior to beginning operations. In fact, banks and venture capital firms often want to see a business plan before they'll consider making a loan or providing capital to new businesses.

Even if a business isn't looking to raise additional money, a business plan can help it focus on its goals. A 2017 Harvard Business Review article reported that, "Entrepreneurs who write formal plans are 16% more likely to achieve viability than the otherwise identical nonplanning entrepreneurs."

Ideally, a business plan should be reviewed and updated periodically to reflect any goals that have been achieved or that may have changed. An established business that has decided to move in a new direction might create an entirely new business plan for itself.

There are numerous benefits to creating (and sticking to) a well-conceived business plan. These include being able to think through ideas before investing too much money in them and highlighting any potential obstacles to success. A company might also share its business plan with trusted outsiders to get their objective feedback. In addition, a business plan can help keep a company's executive team on the same page about strategic action items and priorities.

Business plans, even among competitors in the same industry, are rarely identical. However, they often have some of the same basic elements, as we describe below.

While it's a good idea to provide as much detail as necessary, it's also important that a business plan be concise enough to hold a reader's attention to the end.

While there are any number of templates that you can use to write a business plan, it's best to try to avoid producing a generic-looking one. Let your plan reflect the unique personality of your business.

Many business plans use some combination of the sections below, with varying levels of detail, depending on the company.

The length of a business plan can vary greatly from business to business. Regardless, it's best to fit the basic information into a 15- to 25-page document. Other crucial elements that take up a lot of space—such as applications for patents—can be referenced in the main document and attached as appendices.

These are some of the most common elements in many business plans:

  • Executive summary: This section introduces the company and includes its mission statement along with relevant information about the company's leadership, employees, operations, and locations.
  • Products and services: Here, the company should describe the products and services it offers or plans to introduce. That might include details on pricing, product lifespan, and unique benefits to the consumer. Other factors that could go into this section include production and manufacturing processes, any relevant patents the company may have, as well as proprietary technology . Information about research and development (R&D) can also be included here.
  • Market analysis: A company needs to have a good handle on the current state of its industry and the existing competition. This section should explain where the company fits in, what types of customers it plans to target, and how easy or difficult it may be to take market share from incumbents.
  • Marketing strategy: This section can describe how the company plans to attract and keep customers, including any anticipated advertising and marketing campaigns. It should also describe the distribution channel or channels it will use to get its products or services to consumers.
  • Financial plans and projections: Established businesses can include financial statements, balance sheets, and other relevant financial information. New businesses can provide financial targets and estimates for the first few years. Your plan might also include any funding requests you're making.

The best business plans aren't generic ones created from easily accessed templates. A company should aim to entice readers with a plan that demonstrates its uniqueness and potential for success.

2 Types of Business Plans

Business plans can take many forms, but they are sometimes divided into two basic categories: traditional and lean startup. According to the U.S. Small Business Administration (SBA) , the traditional business plan is the more common of the two.

  • Traditional business plans : These plans tend to be much longer than lean startup plans and contain considerably more detail. As a result they require more work on the part of the business, but they can also be more persuasive (and reassuring) to potential investors.
  • Lean startup business plans : These use an abbreviated structure that highlights key elements. These business plans are short—as short as one page—and provide only the most basic detail. If a company wants to use this kind of plan, it should be prepared to provide more detail if an investor or a lender requests it.

Why Do Business Plans Fail?

A business plan is not a surefire recipe for success. The plan may have been unrealistic in its assumptions and projections to begin with. Markets and the overall economy might change in ways that couldn't have been foreseen. A competitor might introduce a revolutionary new product or service. All of this calls for building some flexibility into your plan, so you can pivot to a new course if needed.

How frequently a business plan needs to be revised will depend on the nature of the business. A well-established business might want to review its plan once a year and make changes if necessary. A new or fast-growing business in a fiercely competitive market might want to revise it more often, such as quarterly.

What Does a Lean Startup Business Plan Include?

The lean startup business plan is an option when a company prefers to give a quick explanation of its business. For example, a brand-new company may feel that it doesn't have a lot of information to provide yet.

Sections can include: a value proposition ; the company's major activities and advantages; resources such as staff, intellectual property, and capital; a list of partnerships; customer segments; and revenue sources.

A business plan can be useful to companies of all kinds. But as a company grows and the world around it changes, so too should its business plan. So don't think of your business plan as carved in granite but as a living document designed to evolve with your business.

Harvard Business Review. " Research: Writing a Business Plan Makes Your Startup More Likely to Succeed ."

U.S. Small Business Administration. " Write Your Business Plan ."

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business plan definizione wikipedia

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What is a Business Plan? Definition, Tips, and Templates

AJ Beltis

Published: June 07, 2023

In an era where more than 20% of small enterprises fail in their first year, having a clear, defined, and well-thought-out business plan is a crucial first step for setting up a business for long-term success.

Business plan graphic with business owner, lightbulb, and pens to symbolize coming up with ideas and writing a business plan.

Business plans are a required tool for all entrepreneurs, business owners, business acquirers, and even business school students. But … what exactly is a business plan?

businessplan_0

In this post, we'll explain what a business plan is, the reasons why you'd need one, identify different types of business plans, and what you should include in yours.

What is a business plan?

A business plan is a documented strategy for a business that highlights its goals and its plans for achieving them. It outlines a company's go-to-market plan, financial projections, market research, business purpose, and mission statement. Key staff who are responsible for achieving the goals may also be included in the business plan along with a timeline.

The business plan is an undeniably critical component to getting any company off the ground. It's key to securing financing, documenting your business model, outlining your financial projections, and turning that nugget of a business idea into a reality.

What is a business plan used for?

The purpose of a business plan is three-fold: It summarizes the organization’s strategy in order to execute it long term, secures financing from investors, and helps forecast future business demands.

Business Plan Template [ Download Now ]

businessplan_2

Working on your business plan? Try using our Business Plan Template . Pre-filled with the sections a great business plan needs, the template will give aspiring entrepreneurs a feel for what a business plan is, what should be in it, and how it can be used to establish and grow a business from the ground up.

Purposes of a Business Plan

Chances are, someone drafting a business plan will be doing so for one or more of the following reasons:

1. Securing financing from investors.

Since its contents revolve around how businesses succeed, break even, and turn a profit, a business plan is used as a tool for sourcing capital. This document is an entrepreneur's way of showing potential investors or lenders how their capital will be put to work and how it will help the business thrive.

All banks, investors, and venture capital firms will want to see a business plan before handing over their money, and investors typically expect a 10% ROI or more from the capital they invest in a business.

Therefore, these investors need to know if — and when — they'll be making their money back (and then some). Additionally, they'll want to read about the process and strategy for how the business will reach those financial goals, which is where the context provided by sales, marketing, and operations plans come into play.

2. Documenting a company's strategy and goals.

A business plan should leave no stone unturned.

Business plans can span dozens or even hundreds of pages, affording their drafters the opportunity to explain what a business' goals are and how the business will achieve them.

To show potential investors that they've addressed every question and thought through every possible scenario, entrepreneurs should thoroughly explain their marketing, sales, and operations strategies — from acquiring a physical location for the business to explaining a tactical approach for marketing penetration.

These explanations should ultimately lead to a business' break-even point supported by a sales forecast and financial projections, with the business plan writer being able to speak to the why behind anything outlined in the plan.

business plan definizione wikipedia

Free Business Plan Template

The essential document for starting a business -- custom built for your needs.

  • Outline your idea.
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Click this link to access this resource at any time.

Free Business Plan [Template]

Fill out the form to access your free business plan., 3. legitimizing a business idea..

Everyone's got a great idea for a company — until they put pen to paper and realize that it's not exactly feasible.

A business plan is an aspiring entrepreneur's way to prove that a business idea is actually worth pursuing.

As entrepreneurs document their go-to-market process, capital needs, and expected return on investment, entrepreneurs likely come across a few hiccups that will make them second guess their strategies and metrics — and that's exactly what the business plan is for.

It ensures an entrepreneur's ducks are in a row before bringing their business idea to the world and reassures the readers that whoever wrote the plan is serious about the idea, having put hours into thinking of the business idea, fleshing out growth tactics, and calculating financial projections.

4. Getting an A in your business class.

Speaking from personal experience, there's a chance you're here to get business plan ideas for your Business 101 class project.

If that's the case, might we suggest checking out this post on How to Write a Business Plan — providing a section-by-section guide on creating your plan?

What does a business plan need to include?

  • Business Plan Subtitle
  • Executive Summary
  • Company Description
  • The Business Opportunity
  • Competitive Analysis
  • Target Market
  • Marketing Plan
  • Financial Summary
  • Funding Requirements

1. Business Plan Subtitle

Every great business plan starts with a captivating title and subtitle. You’ll want to make it clear that the document is, in fact, a business plan, but the subtitle can help tell the story of your business in just a short sentence.

2. Executive Summary

Although this is the last part of the business plan that you’ll write, it’s the first section (and maybe the only section) that stakeholders will read. The executive summary of a business plan sets the stage for the rest of the document. It includes your company’s mission or vision statement, value proposition, and long-term goals.

3. Company Description

This brief part of your business plan will detail your business name, years in operation, key offerings, and positioning statement. You might even add core values or a short history of the company. The company description’s role in a business plan is to introduce your business to the reader in a compelling and concise way.

4. The Business Opportunity

The business opportunity should convince investors that your organization meets the needs of the market in a way that no other company can. This section explains the specific problem your business solves within the marketplace and how it solves them. It will include your value proposition as well as some high-level information about your target market.

businessplan_9

5. Competitive Analysis

Just about every industry has more than one player in the market. Even if your business owns the majority of the market share in your industry or your business concept is the first of its kind, you still have competition. In the competitive analysis section, you’ll take an objective look at the industry landscape to determine where your business fits. A SWOT analysis is an organized way to format this section.

6. Target Market

Who are the core customers of your business and why? The target market portion of your business plan outlines this in detail. The target market should explain the demographics, psychographics, behavioristics, and geographics of the ideal customer.

7. Marketing Plan

Marketing is expansive, and it’ll be tempting to cover every type of marketing possible, but a brief overview of how you’ll market your unique value proposition to your target audience, followed by a tactical plan will suffice.

Think broadly and narrow down from there: Will you focus on a slow-and-steady play where you make an upfront investment in organic customer acquisition? Or will you generate lots of quick customers using a pay-to-play advertising strategy? This kind of information should guide the marketing plan section of your business plan.

8. Financial Summary

Money doesn’t grow on trees and even the most digital, sustainable businesses have expenses. Outlining a financial summary of where your business is currently and where you’d like it to be in the future will substantiate this section. Consider including any monetary information that will give potential investors a glimpse into the financial health of your business. Assets, liabilities, expenses, debt, investments, revenue, and more are all useful adds here.

So, you’ve outlined some great goals, the business opportunity is valid, and the industry is ready for what you have to offer. Who’s responsible for turning all this high-level talk into results? The "team" section of your business plan answers that question by providing an overview of the roles responsible for each goal. Don’t worry if you don’t have every team member on board yet, knowing what roles to hire for is helpful as you seek funding from investors.

10. Funding Requirements

Remember that one of the goals of a business plan is to secure funding from investors, so you’ll need to include funding requirements you’d like them to fulfill. The amount your business needs, for what reasons, and for how long will meet the requirement for this section.

Types of Business Plans

  • Startup Business Plan
  • Feasibility Business Plan
  • Internal Business Plan
  • Strategic Business Plan
  • Business Acquisition Plan
  • Business Repositioning Plan
  • Expansion or Growth Business Plan

There’s no one size fits all business plan as there are several types of businesses in the market today. From startups with just one founder to historic household names that need to stay competitive, every type of business needs a business plan that’s tailored to its needs. Below are a few of the most common types of business plans.

For even more examples, check out these sample business plans to help you write your own .

1. Startup Business Plan

businessplan_7

As one of the most common types of business plans, a startup business plan is for new business ideas. This plan lays the foundation for the eventual success of a business.

The biggest challenge with the startup business plan is that it’s written completely from scratch. Startup business plans often reference existing industry data. They also explain unique business strategies and go-to-market plans.

Because startup business plans expand on an original idea, the contents will vary by the top priority goals.

For example, say a startup is looking for funding. If capital is a priority, this business plan might focus more on financial projections than marketing or company culture.

2. Feasibility Business Plan

businessplan_4

This type of business plan focuses on a single essential aspect of the business — the product or service. It may be part of a startup business plan or a standalone plan for an existing organization. This comprehensive plan may include:

  • A detailed product description
  • Market analysis
  • Technology needs
  • Production needs
  • Financial sources
  • Production operations

According to CBInsights research, 35% of startups fail because of a lack of market need. Another 10% fail because of mistimed products.

Some businesses will complete a feasibility study to explore ideas and narrow product plans to the best choice. They conduct these studies before completing the feasibility business plan. Then the feasibility plan centers on that one product or service.

3. Internal Business Plan

businessplan_5

Internal business plans help leaders communicate company goals, strategy, and performance. This helps the business align and work toward objectives more effectively.

Besides the typical elements in a startup business plan, an internal business plan may also include:

  • Department-specific budgets
  • Target demographic analysis
  • Market size and share of voice analysis
  • Action plans
  • Sustainability plans

Most external-facing business plans focus on raising capital and support for a business. But an internal business plan helps keep the business mission consistent in the face of change.

4. Strategic Business Plan

businessplan_8

Strategic business plans focus on long-term objectives for your business. They usually cover the first three to five years of operations. This is different from the typical startup business plan which focuses on the first one to three years. The audience for this plan is also primarily internal stakeholders.

These types of business plans may include:

  • Relevant data and analysis
  • Assessments of company resources
  • Vision and mission statements

It's important to remember that, while many businesses create a strategic plan before launching, some business owners just jump in. So, this business plan can add value by outlining how your business plans to reach specific goals. This type of planning can also help a business anticipate future challenges.

5. Business Acquisition Plan

businessplan_3

Investors use business plans to acquire existing businesses, too — not just new businesses.

A business acquisition plan may include costs, schedules, or management requirements. This data will come from an acquisition strategy.

A business plan for an existing company will explain:

  • How an acquisition will change its operating model
  • What will stay the same under new ownership
  • Why things will change or stay the same
  • Acquisition planning documentation
  • Timelines for acquisition

Additionally, the business plan should speak to the current state of the business and why it's up for sale.

For example, if someone is purchasing a failing business, the business plan should explain why the business is being purchased. It should also include:

  • What the new owner will do to turn the business around
  • Historic business metrics
  • Sales projections after the acquisition
  • Justification for those projections

6. Business Repositioning Plan

businessplan_6 (1)

When a business wants to avoid acquisition, reposition its brand, or try something new, CEOs or owners will develop a business repositioning plan.

This plan will:

  • Acknowledge the current state of the company.
  • State a vision for the future of the company.
  • Explain why the business needs to reposition itself.
  • Outline a process for how the company will adjust.

Companies planning for a business reposition often do so — proactively or retroactively — due to a shift in market trends and customer needs.

For example, shoe brand AllBirds plans to refocus its brand on core customers and shift its go-to-market strategy. These decisions are a reaction to lackluster sales following product changes and other missteps.

7. Expansion or Growth Business Plan

When your business is ready to expand, a growth business plan creates a useful structure for reaching specific targets.

For example, a successful business expanding into another location can use a growth business plan. This is because it may also mean the business needs to focus on a new target market or generate more capital.

This type of plan usually covers the next year or two of growth. It often references current sales, revenue, and successes. It may also include:

  • SWOT analysis
  • Growth opportunity studies
  • Financial goals and plans
  • Marketing plans
  • Capability planning

These types of business plans will vary by business, but they can help businesses quickly rally around new priorities to drive growth.

Getting Started With Your Business Plan

At the end of the day, a business plan is simply an explanation of a business idea and why it will be successful. The more detail and thought you put into it, the more successful your plan — and the business it outlines — will be.

When writing your business plan, you’ll benefit from extensive research, feedback from your team or board of directors, and a solid template to organize your thoughts. If you need one of these, download HubSpot's Free Business Plan Template below to get started.

Editor's note: This post was originally published in August 2020 and has been updated for comprehensiveness.

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Business plan: definizione e linee guida

Cos'è un business plan, a cosa serve e come si compila di seguito le modalità di composizione, la struttura e le informazioni indispensabili da inserire in un piano di impresa..

Business plan: definizione e linee guida

Il business plan è un documento che serve a dare una definizione ad un determinato progetto d’impresa , individuando linee strategiche e obiettivi, e che permette di effettuare la pianificazione economica e finanziaria del progetto.

Il business plan può essere considerato uno strumento fondamentale per l’impresa , in particolare per la necessità che hanno gli imprenditori di avere sempre una maggiore consapevolezza degli approcci alla gestione e allo di sviluppo dell’impresa, in più il business plan è alla base della pianificazione strategica dell’impresa.

Con il business plan vengono simulate le dinamiche aziendali nel medio-lungo termine, ed è costituito da una serie di documenti atti a rappresentare un’idea imprenditoriale.

Il piano ha una funzione interna , che è quella di informare e guidare il management nei processi decisionali, e una funzione esterna , proponendo un progetto imprenditoriale ai terzi cercando di convincere in particolari gli operatori economici estranei all’impresa, sulla credibilità di un determinato business aziendale.

Il documento contiene un insieme di descrizioni (per esempio è descritto il business) di numeri (Stato patrimoniale, il conto economico ed il prospetto di tesoreria) e di analisi e riscontri tecnici, logici, qualitativi e quantitativi.

In un altro approfondimento ci siamo occupati dei 10 errori classici compiuti dalle imprese italiane quando ci si approccia al tema del business plan .

Cos’è un business plan e come si compila: composizione e struttura

Il business plan è articolato in sezioni che devono essere redatte con rigore ed efficacia comunicativa.

La sua preparazione è un lavoro complesso, e risente molto delle finalità per cui è redatto in quanto dovrà permettere:

  • all’imprenditore di valutare la validità della sua idea;
  • ai finanziatori esterni (rappresentati da istituti di credito, amministrazioni sovranazionali, nazionali e locali) di valutare la validità del progetto;
  • la valutazione del potenziale commerciale ed innovativo del progetto.

Non esiste un modello prestabilito di business plan, ma è possibile individuare dei requisiti minimi di forma e contenuto dai quali non si può prescindere.

Nella parte iniziale sarà necessario effettuare un riassunto per sintetizzare l’iniziativa, gli obiettivi, le strategie, i costi, i finanziamenti richiesti e l’uso che si intende fare degli stessi, e inoltre preferibile riportare in allegato le parti non strettamente attinenti (come informazioni di supporto) ed gli eventuali curricula dei soci.

Nella prima parte del business plan dovrà essere redatta una presentazione dell’impresa nella quale andranno riportate tutte le informazioni relative alla struttura societaria, all’oggetto sociale, all’organizzazione, al campo di attività e alle sue prospettive future.

Se l’impresa è una realtà già operativa è importante introdurre chi legge il documento alla sua storia (costituzione, modifiche dell’assetto societario, situazione economico finanziaria e tutti gli altri elementi che consentono di fornire un quadro complessivo dell’azienda) riportando ad esempio eventualmente eventi significativi del passato, come la realizzazione di precedenti progetti, i risultati conseguiti, ecc.

Per una nuova attività invece è opportuno riportare gli stadi di sviluppo dell’iniziativa in corso, le fasi che sono state completate, quelle ancora da completare o da avviare.

Relativamente al management si dovranno indicare i responsabili della gestione con le rispettive funzioni, i ruoli, le mansioni e le funzioni di controllo da essi svolti (funzione organizzativa), nonché la gestione dei meccanismi di coordinamento (funzione politica) all’interno dell’impresa e nei rapporti con l’esterno.

Il programma di business proposto, va descritto in maniera sintetica evidenziando ciò che si intende realizzare, l’ubicazione, e per grandi linee le spese preventivate.

È necessario indicare le ragioni produttive, commerciali ed economiche che hanno determinato la decisione dell’investimento, e gli effetti produttivi attesi a seguito della realizzazione dell’investimento.

Uno spazio dovrà essere riservato ai prodotti e/o servizio offerti , non limitandosi ad una semplice elencazione, ma l’attenzione deve spostarsi sulle utilità percepite dal consumatore e sull’analisi della capacità dei beni e servizi di soddisfare il bisogno del consumatore.

Business plan: il mercato di riferimento

La validità di qualsiasi progetto (nuovo o in ampliamento), in termini di potenzialità e prospettive, potrà essere compresa solo dopo un’attenta analisi del mercato di riferimento.

All’interno del mercato bisognerà individuare il target di consumatori a cui ci si rivolge, ovvero quel particolare segmento di domanda che individua un gruppo di potenziali acquirenti che possiedono caratteristiche simili.

Con riferimento alla domanda, l’ analisi di mercato dovrà, a seguito della identificazione del gruppo di clienti, concentrarsi sulla descrizione del processo di commercializzazione del prodotto/servizio e sulle modalità di formazione del prezzo, e con riferimento all’offerta si dovrà valutare l’esistenza di concorrenti già presenti o di potenziali nuovi concorrenti e il loro posizionamento sul mercato.

Andrà inoltre verificata l’esistenza delle barriere all’entrata come barriere legali, economiche, o tecnologiche.

Cos’è un business plan: organizzazione dei fattori produttivi e impatto ambientale

Relativamente all’organizzazione dei fattori produttivi, si dovrà descrivere il processo produttivo attuale e/o quello conseguente all’investimento proposto, dovranno essere riportati sia i fattori produttivi disponibili e quelli da acquisire.

Il programma di spesa deve essere dettagliato in maniera completa, riportando (ad esempio) anche le spese non agevolabili.

Altro aspetto riguarda l’impatto ambientale, e in merito andranno forniti tutti gli elementi necessari a identificare gli obblighi in materia, previsti dalle normative vigenti che derivano dall’esercizio dell’attività e dalla realizzazione del programma.

Business plan: le risorse finanziarie

Anche le risorse finanziarie con cui si prevede di sostenere l’attività proposta andranno indicate nel business plan effettuando una distinzione tra le fonti presenti all’interno (capitale sociale, utili e finanziamenti dei soci) e le fonti esterne (finanziamenti commerciali, debiti verso banche e istituti finanziari, mercati azionari ed obbligazionari, leasing, fondi pubblici ed agevolazioni finanziarie e/o fiscali da leggi speciali).

Per una corretta elaborazione del piano finanziario dell’impresa è dunque necessario individuare il giusto mix tra capitale proprio e quello di terzi.

Business plan: le strategie commerciali

Una parte del business plan sarà infine dedicata alla descrizione delle strategie commerciali che dovranno essere intraprese dall’impresa proponente, che dovrà individuare le leve del marketing (posizionamento del prodotto, sistema dei prezzi, canali distributivi, politica finanziaria, organizzazione commerciale, politica commerciale) che permettano all’impresa di conseguire un vantaggio competitivo.

Articolo originale pubblicato su Informazione Fiscale qui: Business plan: definizione e linee guida

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What Is a Business Plan? Definition and Planning Essentials Explained

Posted february 21, 2022 by kody wirth.

business plan definizione wikipedia

What is a business plan? It’s the roadmap for your business. The outline of your goals, objectives, and the steps you’ll take to get there. It describes the structure of your organization, how it operates, as well as the financial expectations and actual performance. 

A business plan can help you explore ideas, successfully start a business, manage operations, and pursue growth. In short, a business plan is a lot of different things. It’s more than just a stack of paper and can be one of your most effective tools as a business owner. 

Let’s explore the basics of business planning, the structure of a traditional plan, your planning options, and how you can use your plan to succeed. 

What is a business plan?

A business plan is a document that explains how your business operates. It summarizes your business structure, objectives, milestones, and financial performance. Again, it’s a guide that helps you, and anyone else, better understand how your business will succeed.  

Why do you need a business plan?

The primary purpose of a business plan is to help you understand the direction of your business and the steps it will take to get there. Having a solid business plan can help you grow up to 30% faster and according to our own 2021 Small Business research working on a business plan increases confidence regarding business health—even in the midst of a crisis. 

These benefits are directly connected to how writing a business plan makes you more informed and better prepares you for entrepreneurship. It helps you reduce risk and avoid pursuing potentially poor ideas. You’ll also be able to more easily uncover your business’s potential. By regularly returning to your plan you can understand what parts of your strategy are working and those that are not.

That just scratches the surface for why having a plan is valuable. Check out our full write-up for fifteen more reasons why you need a business plan .  

What can you do with your plan?

So what can you do with a business plan once you’ve created it? It can be all too easy to write a plan and just let it be. Here are just a few ways you can leverage your plan to benefit your business.

Test an idea

Writing a plan isn’t just for those that are ready to start a business. It’s just as valuable for those that have an idea and want to determine if it’s actually possible or not. By writing a plan to explore the validity of an idea, you are working through the process of understanding what it would take to be successful. 

The market and competitive research alone can tell you a lot about your idea. Is the marketplace too crowded? Is the solution you have in mind not really needed? Add in the exploration of milestones, potential expenses, and the sales needed to attain profitability and you can paint a pretty clear picture of the potential of your business.

Document your strategy and goals

For those starting or managing a business understanding where you’re going and how you’re going to get there are vital. Writing your plan helps you do that. It ensures that you are considering all aspects of your business, know what milestones you need to hit, and can effectively make adjustments if that doesn’t happen. 

With a plan in place, you’ll have an idea of where you want your business to go as well as how you’ve performed in the past. This alone better prepares you to take on challenges, review what you’ve done before, and make the right adjustments.

Pursue funding

Even if you do not intend to pursue funding right away, having a business plan will prepare you for it. It will ensure that you have all of the information necessary to submit a loan application and pitch to investors. So, rather than scrambling to gather documentation and write a cohesive plan once it’s relevant, you can instead keep your plan up-to-date and attempt to attain funding. Just add a use of funds report to your financial plan and you’ll be ready to go.

The benefits of having a plan don’t stop there. You can then use your business plan to help you manage the funding you receive. You’ll not only be able to easily track and forecast how you’ll use your funds but easily report on how it’s been used. 

Better manage your business

A solid business plan isn’t meant to be something you do once and forget about. Instead, it should be a useful tool that you can regularly use to analyze performance, make strategic decisions, and anticipate future scenarios. It’s a document that you should regularly update and adjust as you go to better fit the actual state of your business.

Doing so makes it easier to understand what’s working and what’s not. It helps you understand if you’re truly reaching your goals or if you need to make further adjustments. Having your plan in place makes that process quicker, more informative, and leaves you with far more time to actually spend running your business.

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What should your business plan include?

The content and structure of your business plan should include anything that will help you use it effectively. That being said, there are some key elements that you should cover and that investors will expect to see. 

Executive summary

The executive summary is a simple overview of your business and your overall plan. It should serve as a standalone document that provides enough detail for anyone—including yourself, team members, or investors—to fully understand your business strategy. Make sure to cover the problem you’re solving, a description of your product or service, your target market, organizational structure, a financial summary, and any necessary funding requirements.

This will be the first part of your plan but it’s easiest to write it after you’ve created your full plan.

Products & Services

When describing your products or services, you need to start by outlining the problem you’re solving and why what you offer is valuable. This is where you’ll also address current competition in the market and any competitive advantages your products or services bring to the table. Lastly, be sure to outline the steps or milestones that you’ll need to hit to successfully launch your business. If you’ve already hit some initial milestones, like taking pre-orders or early funding, be sure to include it here to further prove the validity of your business. 

Market analysis

A market analysis is a qualitative and quantitative assessment of the current market you’re entering or competing in. It helps you understand the overall state and potential of the industry, who your ideal customers are, the positioning of your competition, and how you intend to position your own business. This helps you better explore the long-term trends of the market, what challenges to expect, and how you will need to initially introduce and even price your products or services.

Check out our full guide for how to conduct a market analysis in just four easy steps .  

Marketing & sales

Here you detail how you intend to reach your target market. This includes your sales activities, general pricing plan, and the beginnings of your marketing strategy. If you have any branding elements, sample marketing campaigns, or messaging available—this is the place to add it. 

Additionally, it may be wise to include a SWOT analysis that demonstrates your business or specific product/service position. This will showcase how you intend to leverage sales and marketing channels to deal with competitive threats and take advantage of any opportunities.

Check out our full write-up to learn how to create a cohesive marketing strategy for your business. 

Organization & management

This section addresses the legal structure of your business, your current team, and any gaps that need to be filled. Depending on your business type and longevity, you’ll also need to include your location, ownership information, and business history. Basically, add any information that helps explain your organizational structure and how you operate. This section is particularly important for pitching to investors but should be included even if attempted funding is not in your immediate future.

Financial projections

Possibly the most important piece of your plan, your financials section is vital for showcasing the viability of your business. It also helps you establish a baseline to measure against and makes it easier to make ongoing strategic decisions as your business grows. This may seem complex on the surface, but it can be far easier than you think. 

Focus on building solid forecasts, keep your categories simple, and lean on assumptions. You can always return to this section to add more details and refine your financial statements as you operate. 

Here are the statements you should include in your financial plan:

  • Sales and revenue projections
  • Profit and loss statement
  • Cash flow statement
  • Balance sheet

The appendix is where you add additional detail, documentation, or extended notes that support the other sections of your plan. Don’t worry about adding this section at first and only add documentation that you think will be beneficial for anyone reading your plan.

Types of business plans explained

While all business plans cover similar categories, the style and function fully depend on how you intend to use your plan. So, to get the most out of your plan, it’s best to find a format that suits your needs. Here are a few common business plan types worth considering. 

Traditional business plan

The tried-and-true traditional business plan is a formal document meant to be used for external purposes. Typically this is the type of plan you’ll need when applying for funding or pitching to investors. It can also be used when training or hiring employees, working with vendors, or any other situation where the full details of your business must be understood by another individual. 

This type of business plan follows the outline above and can be anywhere from 10-50 pages depending on the amount of detail included, the complexity of your business, and what you include in your appendix. We recommend only starting with this business plan format if you plan to immediately pursue funding and already have a solid handle on your business information. 

Business model canvas

The business model canvas is a one-page template designed to demystify the business planning process. It removes the need for a traditional, copy-heavy business plan, in favor of a single-page outline that can help you and outside parties better explore your business idea. 

The structure ditches a linear structure in favor of a cell-based template. It encourages you to build connections between every element of your business. It’s faster to write out and update, and much easier for you, your team, and anyone else to visualize your business operations. This is really best for those exploring their business idea for the first time, but keep in mind that it can be difficult to actually validate your idea this way as well as adapt it into a full plan.

One-page business plan

The true middle ground between the business model canvas and a traditional business plan is the one-page business plan. This format is a simplified version of the traditional plan that focuses on the core aspects of your business. It basically serves as a beefed-up pitch document and can be finished as quickly as the business model canvas.

By starting with a one-page plan, you give yourself a minimal document to build from. You’ll typically stick with bullet points and single sentences making it much easier to elaborate or expand sections into a longer-form business plan. This plan type is useful for those exploring ideas, needing to validate their business model, or who need an internal plan to help them run and manage their business.

Now, the option that we here at LivePlan recommend is the Lean Plan . This is less of a specific document type and more of a methodology. It takes the simplicity and styling of the one-page business plan and turns it into a process for you to continuously plan, test, review, refine, and take action based on performance.

It holds all of the benefits of the single-page plan, including the potential to complete it in as little as 27-minutes . However, it’s even easier to convert into a full plan thanks to how heavily it’s tied to your financials. The overall goal of Lean Planning isn’t to just produce documents that you use once and shelve. Instead, the Lean Planning process helps you build a healthier company that thrives in times of growth and stable through times of crisis.

It’s faster, keeps your plan concise, and ensures that your plan is always up-to-date.

Try the LivePlan Method for Lean Business Planning

Now that you know the basics of business planning, it’s time to get started. Again we recommend leveraging a Lean Plan for a faster, easier, and far more useful planning process. 

To get familiar with the Lean Plan format, you can download our free Lean Plan template . However, if you want to elevate your ability to create and use your lean plan even further, you may want to explore LivePlan. 

It features step-by-step guidance that ensures you cover everything necessary while reducing the time spent on formatting and presenting. You’ll also gain access to financial forecasting tools that propel you through the process. Finally, it will transform your plan into a management tool that will help you easily compare your forecasts to your actual results. 

Check out how LivePlan streamlines Lean Planning by downloading our Kickstart Your Business ebook .

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Kody Wirth

Posted in Business Plan Writing

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A Business Plan is a Roadmap for a Business to Achieve its Goals

What is a business plan? Definition, Purpose, and Types

In the world of business, a well-thought-out plan is often the key to success. This plan, known as a business plan, is a comprehensive document that outlines a company’s goals, strategies , and financial projections. Whether you’re starting a new business or looking to expand an existing one, a business plan is an essential tool.

As a business plan writer and consultant , I’ve crafted over 15,000 plans for a diverse range of businesses. In this article, I’ll be sharing my wealth of experience about what a business plan is, its purpose, and the step-by-step process of creating one. By the end, you’ll have a thorough understanding of how to develop a robust business plan that can drive your business to success.

What is a business plan?

Purposes of a business plan, executive summary, business description or overview, product and price, competitive analysis, target market, marketing plan, financial plan, funding requirements, lean startup business plans, traditional business plans, how often should a business plan be reviewed and revised, what are the key elements of a lean startup business plan.

  • What are some of the reasons why business plans don't succeed?

A business plan is a roadmap for your business. It outlines your goals, strategies, and how you plan to achieve them. It’s a living document that you can update as your business grows and changes.

Looking for someone to write a business plan?

Find professional business plan writers for your business success.

These are the following purpose of business plan:

  • Attract investors and lenders: If you’re seeking funding for your business , a business plan is a must-have. Investors and lenders want to see that you have a clear plan for how you’ll use their money to grow your business and generate revenue.
  • Get organized and stay on track: Writing a business plan forces you to think through all aspects of your business, from your target market to your marketing strategy. This can help you identify any potential challenges and opportunities early on, so you can develop a plan to address them.
  • Make better decisions: A business plan can help you make better decisions about your business by providing you with a framework to evaluate different options. For example, if you’re considering launching a new product, your business plan can help you assess the potential market demand, costs, and profitability.

What are the essential components of a business plan?

The Essential Components of a Business Plan

The executive summary is the most important part of your business plan, even though it’s the last one you’ll write. It’s the first section that potential investors or lenders will read, and it may be the only one they read. The executive summary sets the stage for the rest of the document by introducing your company’s mission or vision statement, value proposition, and long-term goals.

The business description section of your business plan should introduce your business to the reader in a compelling and concise way. It should include your business name, years in operation, key offerings, positioning statement, and core values (if applicable). You may also want to include a short history of your company.

In this section, the company should describe its products or services , including pricing, product lifespan, and unique benefits to the consumer. Other relevant information could include production and manufacturing processes, patents, and proprietary technology.

Every industry has competitors, even if your business is the first of its kind or has the majority of the market share. In the competitive analysis section of your business plan, you’ll objectively assess the industry landscape to understand your business’s competitive position. A SWOT analysis is a structured way to organize this section.

Your target market section explains the core customers of your business and why they are your ideal customers. It should include demographic, psychographic, behavioral, and geographic information about your target market.

Marketing plan describes how the company will attract and retain customers, including any planned advertising and marketing campaigns . It also describes how the company will distribute its products or services to consumers.

After outlining your goals, validating your business opportunity, and assessing the industry landscape, the team section of your business plan identifies who will be responsible for achieving your goals. Even if you don’t have your full team in place yet, investors will be impressed by your clear understanding of the roles that need to be filled.

In the financial plan section,established businesses should provide financial statements , balance sheets , and other financial data. New businesses should provide financial targets and estimates for the first few years, and may also request funding.

Since one goal of a business plan is to secure funding from investors , you should include the amount of funding you need, why you need it, and how long you need it for.

  • Tip: Use bullet points and numbered lists to make your plan easy to read and scannable.

Access specialized business plan writing service now!

Types of business plan.

Business plans can come in many different formats, but they are often divided into two main types: traditional and lean startup. The U.S. Small Business Administration (SBA) says that the traditional business plan is the more common of the two.

Lean startup business plans are short (as short as one page) and focus on the most important elements. They are easy to create, but companies may need to provide more information if requested by investors or lenders.

Traditional business plans are longer and more detailed than lean startup business plans, which makes them more time-consuming to create but more persuasive to potential investors. Lean startup business plans are shorter and less detailed, but companies should be prepared to provide more information if requested.

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A business plan should be reviewed and revised at least annually, or more often if the business is experiencing significant changes. This is because the business landscape is constantly changing, and your business plan needs to reflect those changes in order to remain relevant and effective.

Here are some specific situations in which you should review and revise your business plan:

  • You have launched a new product or service line.
  • You have entered a new market.
  • You have experienced significant changes in your customer base or competitive landscape.
  • You have made changes to your management team or organizational structure.
  • You have raised new funding.

A lean startup business plan is a short and simple way for a company to explain its business, especially if it is new and does not have a lot of information yet. It can include sections on the company’s value proposition, major activities and advantages, resources, partnerships, customer segments, and revenue sources.

What are some of the reasons why business plans don't succeed?

Reasons why Business Plans Dont Success

  • Unrealistic assumptions: Business plans are often based on assumptions about the market, the competition, and the company’s own capabilities. If these assumptions are unrealistic, the plan is doomed to fail.
  • Lack of focus: A good business plan should be focused on a specific goal and how the company will achieve it. If the plan is too broad or tries to do too much, it is unlikely to be successful.
  • Poor execution: Even the best business plan is useless if it is not executed properly. This means having the right team in place, the necessary resources, and the ability to adapt to changing circumstances.
  • Unforeseen challenges:  Every business faces challenges that could not be predicted or planned for. These challenges can be anything from a natural disaster to a new competitor to a change in government regulations.

What are the benefits of having a business plan?

  • It helps you to clarify your business goals and strategies.
  • It can help you to attract investors and lenders.
  • It can serve as a roadmap for your business as it grows and changes.
  • It can help you to make better business decisions.

How to write a business plan?

There are many different ways to write a business plan, but most follow the same basic structure. Here is a step-by-step guide:

  • Executive summary.
  • Company description.
  • Management and organization description.
  • Financial projections.

How to write a business plan step by step?

Start with an executive summary, then describe your business, analyze the market, outline your products or services, detail your marketing and sales strategies, introduce your team, and provide financial projections.

Why do I need a business plan for my startup?

A business plan helps define your startup’s direction, attract investors, secure funding, and make informed decisions crucial for success.

What are the key components of a business plan?

Key components include an executive summary, business description, market analysis, products or services, marketing and sales strategy, management and team, financial projections, and funding requirements.

Can a business plan help secure funding for my business?

Yes, a well-crafted business plan demonstrates your business’s viability, the use of investment, and potential returns, making it a valuable tool for attracting investors and lenders.

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Business Strategy

What is business strategy.

A business strategy is the means by which an organization sets out to achieve its desired objectives. It can simply be described as long-term business planning. Typically a business strategy will cover a period of about 3-5 years (sometimes even longer). [1]

A business strategy is a set of guiding principles that, when communicated and adopted in the organization, generates a desired pattern of decision-making. It is, therefore, about how people throughout the organization should make decisions and allocate resources in order to accomplish key objectives. A good strategy provides a clear roadmap, consisting of a set of guiding principles or rules, that defines the actions people in the business should take (and not take) and what they should prioritize (and not prioritize) to achieve desired goals. [2]

The Need for Business Strategy [3]

In almost every case, it is ideal to retain customers than to constantly chase new ones. And this is one major area where business strategy is extremely necessary. Without a sound Business Plan, you will find it hard to generate customer loyalty. Businesses that have no specific guidelines on how to cater to existing customers risk alienating the latter, and a competitor can easily snatch them out of your hand just by emphasizing customer service. So, what you need to do is develop a robust system of follow-up where calls are made. Emails are sent to repeat customers not only to ensure that their products are operating properly but also to let them know that your business cares for them. And depending on the line of your business, you can also send greeting cards and gifts to repeat clients on occasions like Christmas. Another place in which a business strategy comes in handy is "resource allocation . Your business, no matter how big, will always have limited resources on hand, which necessitates efficient management so that these resources can be used with maximum efficacy. A sound business plan helps you weave together resources like employees, brand value, clientele, trademarks, supply partners, etc., to achieve a competitive advantage and also create products and promotion that speaks directly to your target market. If resources are not managed efficiently, then the business is likely to lose both revenue and customers in the long run. Thirdly, business expansion is also a goal that cannot be achieved without a strategy. Suppose your expansion goals are laid out in great detail. In that case, it will help team leaders and executives to explore opportunities outside of your standard business practice to facilitate company expansion. You will be able to set aside a budget and hire appropriate people for market research that can not only collect and collate data but also analyze trends to help you spot untapped niches.

Types of Business Strategy [4]

In his 1980 book "Competitive Strategy," Harvard professor Michael E. Porter laid out three different types of strategies in business: differentiation, overall cost leadership, and focus. Any of these business strategies can be effective in the long term, but each has its own priorities for resource allocation. Which fits your business growth model?

  • Differentiation: Companies undertaking this strategy must prove to the customer that they are different (and better) than the competition. A differentiation business strategy is less concerned with price. Your company can command higher prices for products or services because they stand out in some way; they are worth the extra money. Your long-term strategy is to cut costs in the areas that don't contribute to your differentiation, so you can remain cost competitive. Starbucks, for example, charges more for its coffee than Dunkin' Donuts. But it differentiates itself by focusing on high-quality products and sustainability and cultivating a brand image as the coffee of choice for the busy professional (while 'America runs on Dunkin doesn't have that same exclusivity).
  • Cost Leadership: This is an easy business strategy to explain, but it's difficult to implement. The whole goal here is to be the cheapest provider of your product or service. Wal-Mart is the perfect example of cost leadership. They focus on providing a wide range of goods— – you can buy almost anything there, from Easter baskets to caskets—at rock-bottom prices. For most small business professionals, this strategy is out of reach. It works for large companies because they are selling on a massive scale. But you don't want to reduce your profit margins when you have fewer customers.
  • Focus: Unlike differentiation and cost leadership strategies, a niche business strategy focuses on one small portion of the market. You're fulfilling a need that perhaps fewer people have, but there's less competition from other businesses. Think about craft beers or nursing scrubs. Your marketing efforts are targeted, which can make them easier to hit. If you're advertising dog food in Dog Fancy magazine, you're definitely reaching people who own or are interested in dogs.

Categories of Business Strategy [5]

A business strategy concerns major resource issues, e.g., raising the finance to build a new factory or plant. Strategies are also concerned with deciding on what products to allocate major resources to - for example, when Coca-Cola launched Pooh Roo Juice in this country. Strategies are concerned with the scope of a business's activities, i.e., what and where they produce. For example, BIC's scope is focused on three main product areas - lighters, pens, and razors, and they have developed super factories in key geographical locations to produce these items. Two main categories of strategies can be identified:

  • Growth, i.e., the expansion of the company to purchase new assets, including new businesses, and to develop new products. The Inland Revenue has expanded from being a tax collector to other functions such as collecting student loan repayments and paying tax credits.
  • Internationalisation/globalization, i.e., moving operations into more and more countries. For example, companies like Gillette, Coca-Cola, Kellogg's, and Cadbury Schweppes are major multinationals with operations across the globe.
  • Retrenchment involves cutting back to focus on your best lines. The Americans refer to this as 'sticking to the knitting' - i.e., concentrating on what you do best.
  • By selling goods at lower prices than rivals. This is possible when a firm is the market leader and benefits from economies of scale.
  • By differentiating your product from those of rivals - which enables you to charge a higher price if desired.

The airline industry is divided into two main segments. At one end of the market are the premium price category firms, such as British Airways, concentrating on differentiation. They offer better service to passengers, more legroom, in-flight entertainment, and more individualized attention. At the other end of the market, the emphasis is on being the low-cost producer which is exemplified by 'no frills airlines such as Ryanair. Ryanair focuses on short haul destinations and keeping its planes in the air as frequently as possible in a 24-hour period. Economies of scale - The advantages that large firms have from producing large volumes of output, enabling them to spread their costs over more units of output. Differentiation - Making a product different from rival offerings, e.g., through packaging and labeling, customer care, additional extra features, etc.

Business Strategy Approaches [6]

  • Internally-Driven Organizations: Most organizations are internally driven, meaning their strategy is driven by what they have done in the past; their thinking is inside out. The weakness of this strategy is that organization members are not anticipating changes that are happening in the marketplace.
  • Customer-Driven Organizations: Customer-driven organizations are those who try to be close and ready to listen to the customer. The problem with the approach is that these organizations try to be “all things to all people.”
  • Market-Driven Organizations: Lastly, Market-driven organizations base their strategy on making conscious choices about which markets they will serve and how they will add value. High-performance organizations not only participate in the strategy process, but they also understand which strategy will propel their organizations forward.

Key Components of Business Strategy [7]

The aim of every business is to be sustainable and stand out from the crowd and attract customers. A coherent business strategy will help you understand the performance of a company, what drives that performance, how it can be increased, as well as protect the company against future risks. All business is risky, and no business plan can truly determine exactly what will happen in the future. Your market may seem safe now, but what about in five years? How will your business cope if competitors dramatically lower their prices? Or do valuable employees lose morale and, therefore, lower performance? Every business needs a safety net of protocol to help them make those tough decisions. What a documented strategy can do is give your business the extra support and guidance it needs if put to test. Here are some of the key elements of a good business strategy:

  • Creating the key objectives and goals of your business for the short and long term and creating a message employees and colleagues can stand behind.
  • Reflecting critically on the real weakness of your business internally and externally.
  • Evaluating the possible risks your business may encounter, .i.e, weakness in product/service performance compared to the competition.
  • Evaluating future market changes that will or may affect your customer and anticipating those changes.
  • Describing your financial features and requirements. For example, displaying your costs, ROI, profits and losses, and what future investment may be needed.
  • Once you have created your business strategy, it is important to then monitor its success. You can make sure your business strategy is on schedule, and progress is always on track by using this planning document as a benchmark.

Business Strategy Formulation [8]

The 6 steps described here will guide you in formulating a strategy; they involve looking outside and inside your organization, thinking about how you will deal with threats and opportunities as they present themselves, building a good fit with strategy-supporting activities, aligning resources with goals, and organizing for execution.

  • What is the economic environment in which we must operate, and how is it changing?
  • What opportunities for profit lie before us?
  • What are the risks associated with various opportunities?
  • What are our competencies? How do these give us an advantage over the competition?
  • What resources constrain or support our actions?
  • Create many alternatives. There is always more than one way of doing things.
  • Check all facts, and question all assumptions.
  • Assess what key information you are missing to better assess a particular strategy, and then get the information.
  • Vet the leading strategy choices among the wisest heads you know (this does not need to be your team).
  • Build a good fit among strategy-supporting activities: Strategy is more than just winning customers; it is also about combining activities into a chain whose links are mutually supporting and effectively locking out your competitors. Your competitive advantage comes from how the activities fit and reinforce one another. For example, if you are an airline company and your strategy is based on a rapid gate turnaround, so you can make frequent departures and better utilize your aircraft assets, this will support the low-cost, high-convenience proposition you offer customers. Each of these activities supports the others and the higher goal.
  • Create alignment: Developing a strategy is half the job. The other half is creating alignment between the strategy and the people and activities of the company. In other words, every employee at every level must 1) understand the strategy and 2) understand his or her role in making the strategy work. Alignment also involves other resources: marketing must be focused on the right customers, bonuses must be aligned with behaviors and performance that advance the strategy, and physical assets must be deployed – aligned with the highest goals of the organization.
  • Be prepared to implement: After you have a strategy, you have a free hand in organizing around it: hiring people with the necessary competencies, acquiring the right equipment, structuring resources, and so forth. As UCLA’s Alfred E.Osborne Jr has put it, “I think of the 4 S’s: structure follows strategy, and staffing follows structure, and you hold the strategy together with systems.”

If your strategy is disappointing you must be willing to 1) recognize the bad news and 2) respond quickly with a revised strategy. A start-up business should be viewed as an experiment. If the experiment fails to produce the desired results, be prepared to change – and quickly.

Business Strategy Implementation [9]

Implementing your plan includes several different pieces and can sometimes feel like it needs another plan of its own. The steps below may be used as a base implementation plan. Modify it to make it your own timeline and fit your organization’s culture and structure.

  • Finalize your strategic plan after obtaining input from all invested parties.
  • Align your budget to annual goals based on your financial assessment.
  • Produce the various versions of your plan for each group.
  • Establish your scorecard system for tracking and monitoring your plan.
  • Establish your performance management and reward system.
  • Roll out your plan to the whole organization.
  • Build all department annual plans around the corporate plan.
  • Set up monthly strategy meetings with established reporting to monitor your progress.
  • Set up annual strategic review dates, including new assessments and a large group meeting for an annual plan review.

Business Strategy Benefits [10]

  • Clarity, focus, and direction. If you have a business strategy in place you will be clear on where your business is now, where it is going, and what you need to do to get there. This will give your business clarity, focus, and direction as you can align the business to achieve the business strategy. You will make your business strategy happen rather than letting your business drift along without purpose.
  • Drive and impetus. Developing your business strategy will give you and your team the drive and impetus to perform at your best and take the business to where you want it to be.
  • A better understanding of your current business. To develop a business strategy, you need to understand where your business is now. This involves looking at your business overall, including the key internal drivers such as financial performance, customer satisfaction, staff turnover, sales and marketing trends, conversion rates, etc. You will also need to consider the strengths, weaknesses, opportunities, and threats associated with your business and understand the external business environment, your competitors, and the market you are in. This will all put your business in a much better place to move forward.
  • Agreement on the longer-term future of your business. In developing the business strategy you will agree on the longer-term vision for your business and what you want your business to achieve. You may be looking to increase your profitability by X%, create value in your business for a future sale, or keep your business at the size it is now. By working on your strategy and debating the issues, you will come to an agreement in your business as to where you want your business to be in the longer term.
  • Identifying the key steps needed to achieve your strategy. Working on your business strategy will enable you to identify the key steps and milestones to move your business from where it is now to where you want it to be. This will be invaluable for informing your planning and day-to-day business activities.
  • Promote discussion, debate, and alignment in your business. To arrive at a business strategy that everyone in the business supports, you will need to have a lot of discussion and debate within your business and amongst your senior team about where the business is now, where you want it to go, and how you are going to get there. Getting to an agreed strategy as a team will align everyone on the same track and wavelength, giving you more chance of success.
  • New opportunities for the business. Reviewing and working on your business strategy involves a lot of creative thinking, which is likely to generate new ideas and opportunities for the business which you may not have identified otherwise.
  • Time to reflect and re-look at your business. Spending time on your business strategy will mean stepping back from the day-to-day of running the business, reflecting on your business, and re-looking at all areas of your business. You will find that this reinvigorates your business and team and challenges the status quo.
  • If you know where you are going, you have more chance of getting there. If you don't have a business strategy, you are not clear on where your business is going, and it is unlikely you will move your business to where you want it to be. Having a strategy in place increases your chance of getting there.
  • Better business results. Developing a business strategy will likely lead to better business performance as you focus on taking the business to where you want it to be. You are less likely to get distracted and waste time on areas that are not moving you toward your long-term objectives.

Social Business Strategy (See Figure 1.) [11]

Social business is not a marketing strategy or a technology roadmap but rather a way or philosophy of how business could be done differently…in a much more human manner. Let’s start with Altimeter’s definition of a successful Social Business Strategy (SBS). It is one that aligns with the strategic business goals and has alignment and support throughout the organization.

  • Define the overall business goals: You can’t align your social strategy with your business objectives if you don’t even know your objectives.
  • Establish the long-term vision: If you’re not striving toward the end goal, you’re likely to veer off the path. If you want your team to fully invest in your social strategy — and you need the support of your entire team – you’ll need to communicate your vision with clarity and passion.
  • Ensure executive support: In the early days, you may be able to fly under the radar, but at some point, if you want to truly have an impact on the business, you’ll need the backing and support of key executives.
  • Define the strategy roadmap: You already know your business objectives and have a clear vision. But how are you going to get there? Plan out your route, what roads you’ll travel, and what roads you’ll avoid.
  • Establish governance and guidelines: Who is responsible for executing the social strategy? What’s your process of listening and responding to your customers? If you clearly define this process and stick to it, you’ll spend less tie floating along throughout the social sphere and more time strategizing your social growth.
  • Secure staff, resources, and funding: In the early stages of social growth, you might outsource your social media campaign to an agency, and that’s fine. But you should also be looking down the road and planning to develop internal resources to take your company to the next level as your social prowess — and your business — grows.
  • Invest in technology platforms that evolve: Resist the temptation to jump on the latest technology bandwagon before you have a long-term strategic plan in place. Hold on making significant technology investments until you have a sound vision and strategic plan.

Business Strategy

The Importance of Business Strategy [12]

Strategy is fundamental to the success and sustainability of any organization for the following reasons:

  • Understanding your company and industry: Strategy allows organizations to develop a clearer understanding of their own organization and what’s required for them to succeed. It helps organizations understand their core capabilities, identify and address weaknesses and mitigate risks. It can help organizations better design themselves so that they are focusing on the right things that are the most likely to deliver the best performance, productivity, and profit both now and in the future.
  • Growing in a changing world: Understanding what is taking place within the external environment is important to preparing a strategy that will ensure long-term profit and growth. Understanding changes that are taking place in your industry or with your marketplace is important. Because if you don’t adapt, you die. Even successful businesses need to realize that what made them successful today is not what will make them successful tomorrow. With the rate of change becoming faster every year, it’s increasingly important that we understand what trends are going to impact our business and our industry and how we’re going to respond to them. Whether political, social, or technological, we need to know what changes are going to affect our businesses. And we need to know how our organization can respond to them. It enables us to find opportunities for growth and sustained profitability, and it can help us identify and respond to changes that could make us extinct. In the same way that the motor vehicle put many horsewhip makers out of business, it’s important that you understand what can affect you and your business both short term and long term.
  • Creating a vision and direction for the whole organization: All organizations and their staff need to understand their purpose, destination, and the course they’re taking to get there. A company without a strategy is akin to sending your staff into the desert and leaving them to follow mirages in search of water. Without a destination and focus in mind, your staff will wander aimlessly from one activity to the other, never knowing what to focus on or how to prioritize. Providing an organization with a common purpose, goals, and a set of actions to reach the goal ensures that everyone is working for the same outcome (your organization's success) and that time and resources are being allocated to the same goals and objectives. Simply it streamlines your business and ensures every dollar and minute you spend on the business is in the direction of your sustained success. While strategy is can be difficult for many organizations to commence, its benefits are far-reaching and many. From creating new business opportunities to streamlining operations and engaging staff, a well-formulated strategy will enable increased growth, productivity, and profit both now and into the future.

Integrated Strategy Model (See Figure 2.) [13]

There are many 'plans' that seek to help manage a business. The business plan, the marketing plan, the strategic plan, the project management plan, etc. Integrated Strategy Model (ISM) combines those 'plans' into one comprehensible, integrated, 1-page model. It focuses on inter-relationships between the different parts of the model - particularly how one part of a plan affects the others.

Integrated Strategy Model

Business and IT Alignment

Business IT Alignment is a discipline that matches IT strategy with business strategy with the goal of maximizing the value created by the enterprise. An IT Strategy is crafted in response to a Business Strategy and sometimes drives changes in business strategy. This IT Strategy Presentation provides a good overview of business IT alignment.

  • Miles and Snow's Organizational Strategies
  • Five Forces Model
  • Value Chain Analysis
  • Enterprise Architecture
  • ↑ Definition of Business Strategy
  • ↑ What does Business Strategy Mean?
  • ↑ Why Do We Need a Business Strategy
  • ↑ The Three Types of Business Strategies
  • ↑ What are the Different Categories of Strategy
  • ↑ 3 Approaches to Business Strategy
  • ↑ What are the key elements of business strategy?
  • ↑ Six Steps for Formulating Business Strategy
  • ↑ Implementing Your Business Strategic Plan Effectively
  • ↑ What Are The Benefits Of Having A Business Strategy?
  • ↑ The Seven Success Factors of Social Business Strategy
  • ↑ Why it is important to have a strategy for your business
  • ↑ Understanding the Integrated Strategy Model

Further Reading

  • Business Strategy Research
  • Journal of Business Strategy - From the Stakeholder Viewpoint: Designing Measurable Objectives
  • The Business Strategy of Mcdonald’s

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Business Plan

Who should write a business plan, pros and cons of a business plan, the anatomy of a business plan, .css-uphcpb{position:absolute;left:0;top:-87px;} what is a business plan, definition of a business plan.

A business plan is a strategic document which details the strategic objectives for a growing business or startup, and how it plans to achieve them.

In a nutshell, a business plan is a written expression of a business idea and will describe your business model, your product or service, how it will be priced, who will be your target market, and which tactics you plan to use to reach commercial success.

Whilst every enterprise should have a plan of some sort, a business plan is of particular importance during the investment process. Banks, venture capitalists, and angel investors alike will need to see a detailed plan in order to make sound investment decisions — think of your plan as a way of convincing them your idea is worth their resources.

Roadmapping From A to Z

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Business plans can also be useful as a guide to keeping a new business on track, especially in the first few months or years when the road ahead isn’t too clear.

Starting a business isn’t an exact science. Some companies organically develop out of trial and error, while others are plotted out from start to finish.

So if you’re asking whether your company needs a lengthy business plan, the answer would be ‘no’. That said, there are definitely a few situations in which writing a plan makes sense and can help increase the chances of a business becoming successful:

In situations when the market is new and untested — or simply volatile — it can be very helpful to have a business plan to refer back to when the road ahead isn’t clear.

For those who have an exciting business idea but haven’t necessarily distilled it down into black-and-white. Writing a business plan is a great way to look at a concept from all angles and spot any potential pitfalls.

How to write a business plan?

The most important step in writing a business plan is to identify its purpose.

Who are you trying to attract with it, and why?

Here are a few key pointers for writing a business plan:

Are you looking to secure a bank loan, get funding from private investors, or to lure skilled professionals to join you?

Include a brief history of your business, the concept, and the products or services. Keep it professional and transparent.

Don’t exaggerate your experience or skills, and definitely don’t leave out information investors need to know. They’ll find out at some point, and if they discover you lied, they could break off their involvement. Trust is crucial.

Explain what the product or service your business offers in simplistic terms.

Watch out for complex language and do whatever you can to prevent readers from becoming confused.

Focus on the benefits the business offers, how it solves the core audience’s problem(s), and what evidence you have to prove that there is a space in the market for your idea. It’s important to touch on the market your business will operate in, and who your main competitors are.

Another essential aspect of writing an effective business plan is to keep it short and sweet. Just focus on delivering the crucial information the reader has to know in order to make a decision. They can always ask you to elaborate on certain points later.

Still, deciding whether or not a business plan will benefit you at this stage of your venture?

Let’s look at a few reasons why you might (or might not) want to write a business plan.

A business plan will help you to secure funding even when you have no trading history. At the seed stage, funding is all-important — especially for tech and SaaS companies. It’s here that a business plan can become an absolute lifesaver.

Your business plan will maintain a strategic focus as time goes on. If you’ve ever heard of “mission creep”, you’ll know how important an agreed can be — and your business plan serves exactly that purpose.

Having a plan down in black and white will help you get other people on board . Again, with no trading history, it can be hard to convince new partners that you know what you’re doing. A business plan elegantly solves this problem.

Your business plan can cause you to stop looking outward. Sometimes, especially in business, you need to be reactive to market conditions. If you focus too much on your original business plan, you might make mistakes that can be costly or miss golden opportunities because they weren’t in the plan.

 A lot of time can be wasted analyzing performance. It’s easy to become too focused on the goals and objectives in your business plan — especially when you’re not achieving them. By spending too much time analyzing past performance and looking back, you may miss out on other ways to push the business forward.

A business plan is out of date as soon as it’s written. We all know how quickly market conditions change. And, unfortunately, certain elements in your business plan may have lost relevance by the time you’re ready to launch. But there is another way — by transferring your strategic plan into an actionable roadmap , you can get the best of both worlds. The business plan contains important detail that is less likely to change, such as your mission statement and target audience, and the roadmap clarifies a flexible, adaptable, route forward.

So, you’ve decided to write a business plan — a great choice! 

But now comes the tricky task of actually writing it. 

This part can be a little frustrating because there is no one-size-fits-all template appropriate for all business plans. The best approach, in fact, is to look at common ingredients of a business plan and pick out the ones that make sense for your venture.

The key elements of a great business plan include:

An overview of the business concept . This is sometimes referred to as an executive summary and it’s essentially the elevator pitch for your business.

A detailed description of the product or service. It’s here that you’ll describe exactly what your core offering will be — what’s your USP , and what value do you deliver?

An explanation of the target audience. You need a good understanding of who you’ll be selling your product or service to, backed up by recent market research.

Your sales and marketing strategy. Now that you know who you’re targeting, how do you plan to reach them? Here you can list primary tactics for finding and maintaining an engaged client base.

Your core team . This section is all about people: do you have a team behind you already? If not, how will you build this team and what will the timeline be? Why are you the right group of people to bring this idea to the market? This section is incredibly important when seeking external investment — in most cases, passion can get you much further than professional experience.

Financial forecasts . Some investors will skim the executive summary and skip straight to the finances — so expect your forecasts to be scrutinized in a lot of detail. Writing a business plan for your eyes only? That’s fine, but you should still take time to map out your financial requirements: how much money do you need to start? How do you plan to keep money coming in? How long will it take to break even ? Remember, cash is king. So you need a cash flow forecast that is realistic, achievable and keeps your business afloat, especially in the tricky first few years.

What is a Business Plan

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Come creare un business plan: esempio pratico (2024)

Pubblicato: 21/09/2023, 11:18 am

Revisione di

Perché creare un business plan?

Business plan: esempio in 6 punti, 1. mission o vision, 2. offerta e proposta di valore, 3. pubblico di riferimento e potenziali clienti, 4. flussi di ricavi, canali di vendita e di marketing, 5. organizzazione, fornitori e gestione delle attività, per concludere.

Un business plan è un documento utilizzato per definire obiettivi e strategie che consentano a un’attività di raggiungere il successo. Nell’articolo che segue forniremo un semplice esempio di business plan, che copre le indicazioni essenziali per l’avvio di una piccola impresa o di un’attività in proprio: se hai intenzione di dare vita a un progetto imprenditoriale, questo esempio può rappresentare un punto di partenza per sviluppare una pianificazione più completa.

La creazione del business plan è un processo essenziale per comprendere meglio costi, incarichi, opportunità di guadagno e quali modelli di business siano più remunerativi. Non sono solo gli imprenditori alle prime armi a dover sviluppare un business plan: si tratta di un’operazione preziosa per chiunque gestisca un’attività. Un business plan può essere strutturato secondo diversi gradi di complessità, dai più basilari ai piani più dettagliati, comprensivi di ricerche di mercato, costi e previsioni sui ricavi. Che tu sia un imprenditore in proprio o abbia lanciato una startup in cerca di finanziamenti, creare un business plan ben strutturato è un passo fondamentale per avviare un’impresa .

Un business plan completo dovrebbe comprendere sei elementi chiave, illustrati in questo esempio. Il livello di approfondimento richiesto dipende principalmente dalla scelta di avviare una piccola impresa o di ricorrere a un finanziamento da parte di un investitore. Le imprese finanziate da investitori, infatti, richiedono ricerche di mercato più approfondite e dettagli operativi e finanziari a sostegno del progetto.

Inizia il tuo business plan con un resoconto conciso che racchiuda la tua idea. Questa sezione deve rispondere in modo sintetico a cinque domande fondamentali. Le risposte saranno approfondite nelle sezioni successive del nostro esempio di business plan.

  • Di cosa si occupa la tua azienda? Vendi prodotti, servizi, informazioni o un insieme di queste cose?
  • Dove si svolge l’attività? La tua attività si svolge online, in negozio, tramite dispositivi mobili o in un luogo o ambiente specifico?
  • A chi si rivolge la tua attività? Qual è il mercato di riferimento della tua azienda e che caratteristiche ha il tuo cliente ideale?
  • Perché i potenziali clienti dovrebbero considerarla? Cosa dovrebbe spingere i tuoi clienti ideali a notare la tua attività?
  • In che modo i tuoi prodotti e/o servizi si distinguono da quelli della concorrenza? Cosa dovrebbe spingere i tuoi clienti ideali a scegliere la tua attività rispetto a quella di un concorrente?

Se hai difficoltà a fornire risposte a queste domande nella sintesi del tuo business plan, non preoccuparti. Man mano che lavorerai al piano, è molto probabile che scoprirai possibili risposte a queste domande, identificando nuove opportunità per la tua idea di business.

In questa sezione del business plan, dovrai illustrare la tua offerta commerciale. È inoltre il momento di definire la tua proposta di valore, spiegando perché la tua attività potrebbe risultare preziosa per dei potenziali clienti.

Lavorando a questa parte, potresti scoprire nuove opportunità di mercato che inizialmente non avevi considerato. Per esempio, una startup specializzata in prodotti senza glutine e chetogenici potrebbe ampliare la propria proposta di valore preparando dolci personalizzati per occasioni speciali adatti a diverse preferenze alimentari.

In questa sezione identificherai il tuo pubblico di riferimento, parlando dei problemi e delle esigenze specifiche a cui il tuo prodotto o servizio può fornire risposte. Questa fase è fondamentale per sviluppare una strategia di marketing e un’offerta di prodotti.

Per farlo in modo efficace, individua un problema che il tuo target si trova ad affrontare. Per esempio, la startup specializzata in cibi senza glutine e chetogenici può rivolgersi a persone attente alla salute e alla ricerca di questi prodotti. Tuttavia, è essenziale accertarsi di rivolgersi a una base di clienti sufficientemente ampia da poter sostenere l’attività, il che potrebbe significare che dovrai offrire una varietà di prodotti da forno tradizionali insieme quelli più particolari.

La nostra economia è trainata dalle tecnologie informatiche e grazie a internet oggi le startup possono contare su molte opportunità di guadagno e raggiungere un pubblico di riferimento sempre più variegato. In questo contesto, i flussi di ricavi e i canali di vendita divengono anche strumenti di marketing: la presente sezione è dedicata a tutti questi aspetti.

Flussi di ricavi

I flussi di ricavi corrispondono ai molti modi in cui è possibile generare guadagni con la propria attività. Nel tuo business plan, elenca le fonti di entrate al momento del lancio e indica eventuali idee che consentano di ampliare l’attività in futuro.

Ad esempio, il business plan della startup specializzata in prodotti gluten free potrebbe contemplare i seguenti flussi di ricavi:

  • Vendita di prodotti: online, in negozi pop-up, all’ingrosso e (in futuro) in negozio
  • Ricavi derivanti da campagne di affiliazione: monetizzazione dei post contenenti link di affiliazione pubblicati all’interno di un blog e/o sui profili social
  • Entrate derivanti dalle inserzioni pubblicitarie: annunci pubblicitari sul sito web
  • Vendite di ebook: (in futuro) pubblicazione di ebook di ricette di dessert senza glutine e compatibili con la dieta chetogenica
  • Ricavi ottenuti grazie ai video: (in futuro) monetizzazione di un canale YouTube con video informativi sulla realizzazione di dessert senza glutine e chetogenici
  • Webinar e corsi online: (in futuro) monetizzazione di webinar orientati al coaching e corsi online dedicati a consigli e tecniche di cottura
  • Contenuti riservati ai soci: (in futuro) monetizzazione di una sezione del sito web riservata ai soci e dedicata a contenuti speciali a integrazione dei webinar e dei corsi online
  • Franchising: (in futuro) vendere l’idea di aprire forni specializzati nella realizzazione di questi prodotti di nicchia a imprenditori di franchising.

Canali di vendita

I canali di vendita consentono di generare flussi di ricavi. Questa sezione risponde anche alla domanda “dove si svolge l’attività?” contenuta nel secondo punto della vision del progetto.

Ad esempio, nel business plan della startup specializzata in prodotti senza glutine potrebbero essere indicati i seguenti canali di vendita:

  • POS: un sistema di vendita per dispositivi mobili come Shopify o Square POS per la gestione delle vendite in mobilità in contesti quali mercati, eventi e fiere
  • Piattaforma ecommerce: un negozio online come Shopify , Square o WooCommerce per le vendite al dettaglio online e gli ordini di vendita all’ingrosso
  • Canali social: post e pin con pulsanti per l’acquisto su Facebook , Instagram o Pinterest, che consentano di vendere online attraverso i propri profili
  • Negozio: una sede fisica, quando l’attività sarà cresciuta al punto di consentirti di gestire un negozio.

Di seguito elenchiamo ulteriori canali che possono fungere da fonti di reddito:

  • Ricavi derivanti da campagne di affiliazione: sezione blog sul sito di ecommerce e partner affiliati
  • Entrate derivanti dalle inserzioni pubblicitarie: annunci pubblicitari sul sito di ecommerce
  • Vendite di ebook: vendite di ebook su Amazon tramite Kindle Direct Publishing
  • Ricavi ottenuti grazie ai video: canale YouTube con monetizzazione degli annunci pubblicitari
  • Webinar e corsi online: piattaforme dedicate a corsi online e webinar che consentano di gestire la creazione di account per gli iscritti e il caricamento e la riproduzione di contenuti registrati
  • Contenuti riservati ai soci: contenuti protetti da password tramite applicazioni per la creazione di community di utenti iscritti come MemberPress.

Canali di marketing

Spesso i canali di marketing e di vendita utilizzati dalle imprese presentano forti sovrapposizioni. I video e le piattaforme online come i social media, i siti web o i blog fungono sia da strumenti di marketing che da fonti di ricavi, risultando particolarmente utili per le startup e le imprese di piccole dimensioni.

Ad ogni modo, i canali pubblicitari tradizionali come la radio, la TV, le comunicazioni dirette per posta e la carta stampata hanno mantenuto il proprio valore per molte attività e, pertanto, devono essere presi in considerazione al momento della creazione di un piano di marketing e di un budget all’interno di un business plan.

In questa sezione del nostro esempio di business plan spieghiamo come indicare la struttura, le modalità di gestione dell’azienda ed eventuali certificazioni o permessi necessari per l’avvio dell’impresa.

La startup specializzata in prodotti senza glutine potrebbe elencare alcuni punti simili ai seguenti:

  • Struttura aziendale: definizione dell’organizzazione dell’attività
  • Permessi e certificazioni: licenza per il trattamento degli alimenti e per la produzione alimentare artigianale. In alternativa, affitto di una cucina commerciale in possesso dei requisiti necessari
  • Ruoli e responsabilità: imprenditore in proprio, tutti i ruoli e le responsabilità sono in capo al titolare
  • Attività quotidiane: procurarsi gli ingredienti e cucinare tre giorni a settimana per rispondere agli ordini. Riservare del tempo agli eventi di settore, ai mercati e agli ordini dei partner all’ingrosso, se necessario. Spedire a giorni alterni gli ordini effettuati online. Aggiornare il sito web e creare post social, sul blog e contenenti link di affiliazione nei giorni in cui non vengono effettuate le spedizioni.

L’ultimo passaggio nella stesura del business plan consiste nell’elencare i costi previsti per l’avvio e la gestione dell’attività, oltre che i ricavi attesi. Grazie a strumenti gratuiti come Square e alle opportunità di marketing offerte dai social media, è possibile lanciare una startup a costi molto contenuti.

In molti casi, il costo della merce, della spedizione e dell’imballaggio, delle autorizzazioni e licenze, e della stampa dei biglietti da visita sono le uniche spese da sostenere.

Sviluppare al meglio il business plan della propria attività è un passaggio fondamentale per chi si appresta a lanciare un’impresa, ma è altrettanto importante che la fase di pianificazione non si trasformi in un ostacolo per l’avvio dell’attività.

Tieni presente, inoltre, che un business plan non è mai un documento destinato ad assumere valore definitivo. I mercati, il pubblico e le tecnologie sono in costante evoluzione, così come gli obiettivi aziendali e le strategie sviluppate per raggiungerli. Considera il tuo business plan, quindi, come un documento dinamico, soggetto a revisioni periodiche, da ampliare e modificare in risposta alle opportunità di mercato e alla crescita della tua attività.

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Krista Fabregas è una professionista esperta nell'ambito dell'ecommerce e della redazione di contenuti online. Vanta oltre vent'anni di esperienza pratica, che mette al servizio di chi desidera lanciare e far crescere società di successo nel settore tecnologico. Tra le sue competenze rientrano l'avvio e lo sviluppo di attività di ecommerce, operazioni e logistica per le PMI, piattaforme per la creazione di siti web, sistemi di pagamento, marketing multicanale e redditi da attività collaterali e programmi di affiliazione. Krista ha conseguito la laurea in Lettere presso la University of Texas di Austin e ha ricoperto posizioni apicali presso la NASA, un'azienda Fortune 100 e diverse startup digitali.

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  2. Come fare un Business Plan: definizione, esempi e modello excel

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  3. Business plan: definizione e linee guida

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  4. Business Model Canvas e Business Plan: le differenze

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  5. Business plan: significato, definizione e traduzione

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COMMENTS

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  2. Business plan

    Clawback. v. t. e. A business plan is a formal written document containing the goals of a business, the methods for attaining those goals, and the time-frame for the achievement of the goals. It also describes the nature of the business, background information on the organization, the organization's financial projections, and the strategies it ...

  3. Business plan: cos'è, definizione e a cosa serve

    Il business plan è un moderno strumento di simulazione a medio-lungo termine delle dinamiche aziendali che in generale assolve a due principali funzioni. La prima è quella di razionalizzare l' idea imprenditoriale alla luce dei fattori di successo e delle lacune presenti. Una volta decretata la fattibilità dell'idea imprenditoriale, gli ...

  4. Business Plan: What It Is, What's Included, and How to Write One

    A business plan is a document describing a company's business activities and how it plans to achieve its goals. Startup companies use business plans to get off the ground and attract outside...

  5. What is a Business Plan? Definition, Tips, and Templates

    If capital is a priority, this business plan might focus more on financial projections than marketing or company culture. 2. Feasibility Business Plan. This type of business plan focuses on a single essential aspect of the business — the product or service. It may be part of a startup business plan or a standalone plan for an existing ...

  6. Business plan: definizione e linee guida

    20 settembre 2018. Il business plan è un documento che serve a dare una definizione ad un determinato progetto d'impresa, individuando linee strategiche e obiettivi, e che permette di effettuare la pianificazione economica e finanziaria del progetto. Il business plan può essere considerato uno strumento fondamentale per l'impresa, in ...

  7. What Is a Business Plan? Definition and Essentials Explained

    It describes the structure of your organization, how it operates, as well as the financial expectations and actual performance. A business plan can help you explore ideas, successfully start a business, manage operations, and pursue growth. In short, a business plan is a lot of different things. It's more than just a stack of paper and can be ...

  8. What is a business plan? Definition, Purpose, & Types

    In the world of business, a well-thought-out plan is often the key to success. This plan, known as a business plan, is a comprehensive document that outlines a company's goals, strategies, and financial projections.Whether you're starting a new business or looking to expand an existing one, a business plan is an essential tool.. As a business plan writer and consultant, I've crafted over ...

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  10. Business Strategy

    A business strategy is a set of guiding principles that, when communicated and adopted in the organization, generates a desired pattern of decision-making. It is, therefore, about how people throughout the organization should make decisions and allocate resources in order to accomplish key objectives. A good strategy provides a clear roadmap ...

  11. What is a Business Plan? Definition, Pros & Cons & Anatomy

    A business plan is a strategic document which details the strategic objectives for a growing business or startup, and how it plans to achieve them. In a nutshell, a business plan is a written expression of a business idea and will describe your business model, your product or service, how it will be priced, who will be your target market, and ...

  12. How To Write A Business Plan (2024 Guide)

    Describe Your Services or Products. The business plan should have a section that explains the services or products that you're offering. This is the part where you can also describe how they fit ...

  13. Business plan

    Business plan. Le plan d'affaires 1, ou plan de développement 2, ou encore business plan 3, est un document officiel qui formalise par écrit les projections de développement d'une entreprise . Découlant du modèle d'entreprise 4, il définit les objectifs à atteindre ainsi que les méthodes et les délais nécessaires pour y parvenir.

  14. Come creare un business plan: esempio pratico (2024)

    Business plan: esempio in 6 punti. 1. Mission o vision. 2. Offerta e proposta di valore. 3. Pubblico di riferimento e potenziali clienti. 4. Flussi di ricavi, canali di vendita e di marketing.

  15. Business Model Canvas

    The Business Model Canvas is a strategic management template used for developing new business models and documenting existing ones. It offers a visual chart with elements describing a firm's or product's value proposition, infrastructure, customers, and finances, assisting businesses to align their activities by illustrating potential trade-offs.. The nine "building blocks" of the business ...

  16. Project management

    Business and economics portal. v. t. e. Project management is the process of leading the work of a team to achieve all project goals within the given constraints. [1] This information is usually described in project documentation, created at the beginning of the development process. The primary constraints are scope, time, and budget. [2]

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