13 Free Business Plan Powerpoint Templates To Get Now

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By Iveta Pavlova

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4 years ago

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13 Free Business Plan Powerpoint Templates To Get Now

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

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

1. Strategic Business Free Powerpoint Template

Strategic Business Free Powerpoint Template

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

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

2. Voodoo 2.5 Free Powerpoint Template with Animations

Voodoo 2.5 Free Powerpoint Template with Animations

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

3. Investment Business Plan Template for Google Slides & Powerpoint

Investment Business Plan Template for Google Slides & Powerpoint

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

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

4. Insurance Business Plan Template for Google Slides & Powerpoint

Insurance Free Business Plan Template for Google Slides & Powerpoint

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

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

5. Clean Corporate Biz Free Powerpoint Template

Clean Corporate Biz Free Powerpoint Template

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

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

6. A Free PowerPoint Template “Investor”

Investor Business Free PowerPoint Template

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

7. Marketing Plan Free Powerpoint Template

Marketing Plan Free Powerpoint Template

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

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

Infographic templates for PowerPoint

8. Business Idea Free Powerpoint Template

Business Idea Free Powerpoint Template

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

  • 31 useful slides
  • 27 color options

9. “Nook” Minimalist Pitch Deck Powerpoint Template

Nook Free Minimalist Pitch Deck Powerpoint Template

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

  • 12 different slides with modern designs

10. Free Simple Business Plan Presentation Template

Free Simple Business Plan Presentation Template

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

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

11. Free ‘Xe’ PowerPoint Modern Business Minimal Template

Free Xe PowerPoint Modern Business Minimal Template

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

12. Free Modern Business Powerpoint Template

business plan workshop ppt

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

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

13. Corporate Presentation Free Template

business plan workshop ppt

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

  • Auto-animated
  • Font file included

That’s all!

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

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

MultiSplash - Presentation templates for PowerPoint and Google Slides

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

  • 77 multipurpose presentation slides
  • 120 Icons and illustrations included

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Iveta Pavlova

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

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How to Make a Business Plan Presentation? Guide & Examples

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

How to Make a Business Plan Presentation? Guide & Examples

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

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

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

What is a business plan presentation?

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

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

Key elements Of A Business Plan Presentation

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

Customer Profiles

Marketing and sales strategies.

  • Organizational Structure And Management

Services And Products

Financial plan.

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

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

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

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

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

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

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

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

Organizational Structure and Management

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

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

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

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

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

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

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

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

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

How to Make a Business Plan Presentation?

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

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

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

How to make a business plan presentation?

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

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

Review essential business information

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

Research business competitors

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

Network with prospective investors

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

Recommended: Explore our Strategy Roadmap PowerPoint Template here!

Create a slide presentation of your business plan

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

Practice your business plan presentation

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

Top 10 slides you need for a business plan presentation

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

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

Slide 1: The Title Slide

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

Slide 2: The Problem Statement

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

Slide 3: Your Business Solution

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

Slide 4: Your Pricing Plan

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

Slide 5: Business Operations Information

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

Slide 6: Your Marketing Plan

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

How to Make a Business Plan Presentation?

Slide 7: Industry Overview

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

Slide 8: Financial Projections

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

Slide 9: Your Team

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

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

Slide 10: Concluding Slide

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

Business plan powerpoint presentation examples

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

How to present a business plan presentation?

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

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

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

Tips and Tricks to make your Business Plan powerPoint more Memorable

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

Focus on the Main Points

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

Use Common Language

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

Genuinely Deliver Information

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

Prepare for the Questions Beforehand

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

Practice Again and Again

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

Time Management

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

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Mistakes to Avoid When Making A Business Plan Presentation

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

Not Timing Your Presentation

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

Focusing on Non-Essential Information in the Presentation

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

Overloading Data

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

Lack of Graphs and Tables

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

Ignoring Audiences and Their Needs

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

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

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

How To download SlideUpLift’s business planning templates? 

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

business plan workshop ppt

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

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

Business Plan Presentation — Conclusion

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

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

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

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

How do you create a business plan presentation?

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

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

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

What should be included in a business plan presentation?

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

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

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

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Home PowerPoint Templates Business PowerPoint Templates Business Plan PowerPoint Templates

Business Plan PowerPoint Templates

Editable Annual Business Plan PowerPoint

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

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

The key sections of the business PowerPoint template are:

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

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

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business plan workshop ppt

Theme Junkie

60+ Best Business Plan PowerPoint (PPT) Templates 2024

So you’re starting your own business, and one of the many steps in your exciting journey is putting together a business plan, which you’ll then be presenting to investors, clients, lenders, and other stakeholders. Sounds daunting, right? Wouldn’t it be great if you didn’t have to worry about putting together an incredible presentation from scratch, and could simply use your time to focus on the stuff that matters?

Your wish is our command – we’ve curated a list of the best free and premium business plan templates for PowerPoint, all available for instant download, and all fully customizable in PowerPoint with no technical design knowledge required! Simply choose your favorite design and then replace the content with your own, and boom – a stunning business plan presentation, ready to go.

Let’s take a look at the business plan presentation templates we’ve chosen for you.

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Agency Portfolio PPT

Agency Portfolio PPT

The X Note Template

The X Note Template

Analysiz Powerpoint

Analysiz Powerpoint

Clean Business PPT

Clean Business PPT

Bolo PPT Template

Bolo PPT Template

Ciri PPT Template

Ciri PPT Template

Yellow purple business plan powerpoint template.

Yellow Purple Business Plan PowerPoint Template

This PowerPoint template will allow you to design business plan slideshows for various brands and companies. It comes with a modern and stylish design that will effectively highlight your content. There are 30 unique slide layouts in this template.

Gescaft – Business Plan PowerPoint Template

Gescaft - Business Plan Powerpoint Template

The clean and professional design of this template makes it a great choice for making business plan presentations for agencies, small businesses, and even startups. The template lets you choose from 36 slides that are available in 3 different color themes.

Simple Business Plan PowerPoint Template

Simple Business Plan PowerPoint Template

If you prefer PowerPoint slideshows with simple designs, this one is for you. It includes more than 30 different slides with fully customizable layouts. There are device mockups, infographics, and vector icons all across the slideshow.

Examine – Business Plan Presentation Template

Examine - Business Plan Presentation Template

This is one of the most professional-looking business plan templates on our list. Each slide in this presentation features a clean design with modern layouts. There are 30 editable slides in the template. And it comes in Google Slides and PowerPoint formats.

Multipurpose Business Plan PowerPoint Template

Multipurpose Business Plan PowerPoint Template

You can use this PowerPoint template to make business plan slideshows for all kinds of businesses and companies. It includes more than 50 unique slides featuring infographics, charts, graphs, and much more.

Buladiq – Business Marketing Plan PowerPoint Template

Buladiq - Business Marketing Plan PowerPoint Template

With this PowerPoint template, you can design colorful and creative marketing plans for your business. It can also be customized to create business plans as well. There are 30 unique slides in this template with editable graphics and free fonts.

LEBON – Business Strategy Plan PPT Templates

LEBON - Business Strategy Plan PPT Templates

You can use this PowerPoint template to design business plans and strategy presentations to showcase your plan for growing your company. The template comes with many useful items such as data charts, gallery slides, and 26 unique slide designs to choose from.

Simple Business Plan Presentation Template

Simple Business Plan Presentation Template

The simple and clean design of this PowerPoint template will allow you to design more professional-looking business plan presentations. There are 24 different slides included in this template with easily editable colors and graphics.

Verzus – Minimal Business Plan PowerPoint Template

Verzus - Minimal Business Plan PowerPoint Template

This PowerPoint business plan template is ideal for modern brands and agencies. It features a highly visual and colorful design with a minimalist content layout. The template has more than 30 unique slides, which you can customize however you like.

Business Plan PowerPoint Presentation Template

Business Plan PowerPoint Presentation Template

With 33 unique slides to choose from, this business plan template is ideal for crafting presentations for modern brands and startups. It lets you customize the design of the slides using 20 color themes and an icon pack featuring over 4K icons.

Clean PowerPoint Business Plan Template

Clean PowerPoint Business Plan Template

Looking for a business plan template with a clean and minimal design? Then this PPT template is for you. It includes 30 unique slides with easily editable layouts. You can even add colors if you want to.

Creative Business Plan PowerPoint PPT

Creative Business Plan PowerPoint PPT

This PowerPoint template will allow you to design a colorful slideshow to showcase your business plan. There are 30 unique slides in this template with editable graphics, mockups, vector icons, and a few infographics.

Fritz – Dark Business Plan PowerPoint Template

Fritz - Dark Business Plan PowerPoint Template

The dark and bold design of this business plan template makes it a great choice for crafting presentations for technology brands and businesses. The template has 30 slides with modern designs that you can easily customize to your preference.

Minimal Business Plan PowerPoint PPT Template

Minimal Business Plan PowerPoint PPT Template

Looking for a business plan template with a minimal design? Then start with this PowerPoint template. This template uses fewer colors and elements to give full attention to the content of each slide. Of course, you can edit to change colors as well.

Business Plan – Modern PowerPoint Template

Business Plan - Modern PowerPoint Template

A business plan presentation has to be bold and unique to attract the attention of your audience. With this PowerPoint template, you can easily achieve that goal. The template features 25 different slide layouts with a dark color theme and fully customizable designs.

Modern Business PowerPoint Presentation Template

Modern Business PowerPoint Presentation Template

If you want to use a minimal and clean layout for your business plan slideshow, this PowerPoint template will come in handy. It features 30 unique slides with modern and minimal designs. The template also includes image placeholders and editable vector graphics.

Marketing Plan – PowerPoint Business Plan Template

Marketing Plan - PowerPoint Business Plan Template

This PowerPoint template is perfect for making a marketing plan presentation for brands and businesses. The template comes with 25 different slide layouts with changeable colors, editable shapes, fonts, and much more.

Clean Business Plan PowerPoint Presentation Template

Clean Business Plan PowerPoint Presentation Template

Whether you want to create a business plan or company profile presentation, this PowerPoint template can handle them all. It includes more than 20 unique slides with multipurpose layouts. You can edit and customize them to create many different types of presentations with ease.

Planr – Business Plan Workflow Powerpoint Template

Planr - Business Plan Workflow Powerpoint Template

This is a unique PowerPoint template you can use to outline the workflow of your business plan in a very detailed and visual way. It lets you choose from 30 different slide layouts to create a compelling presentation to showcase your business plans.

Modern Business Plan PowerPoint Template

business plan workshop ppt

If you are looking for a professional and modern business plan template, you’re in for a treat. It comes with 100 unique slides and a wealth of features that should really be seen in order to be fully appreciated.

Arunika – Business Plan PowerPoint Template

business plan workshop ppt

Arunika is a versatile business plan template that is an ideal choice for virtually any corporate or industry under the sun. It offers 30 editable slides and a range of features for you to take advantage of.

Point Plan PowerPoint Template

business plan workshop ppt

Check out this beautifully designed business plan template that is perfect for a professional presentation. It contains 30 neat and uncluttered slides, free fonts, editable icons, graphics, and colors.

ICO Business Plan PowerPoint Template

business plan workshop ppt

One of the best business plan ppt examples for a minimal and stylish presentation is the ICO theme from Envato Elements, a collection of 40+ modern and creative slides with a simple and elegant design that offers 10 premade color schemes and a range of high-quality vector-based graphics.

Classic Business Plan PowerPoint Template

business plan workshop ppt

Next in our lineup of the best business plan templates for PowerPoint is an ultra-modern design that’s ideal for a corporate firm or professional services company. It comes with more than 100 unique slides and includes vector icons and free fonts for your use.

B-Plan PowerPoint Template

business plan workshop ppt

Our next business plan template for PowerPoint is a series of 250 modern slides in a high definition widescreen size format with thousands of icons and hundreds of vector shapes included. It also features an impressive set of 5 different color schemes to choose from!

Basic Business Plan Template PPT

business plan workshop ppt

If you’re looking for a simple, easy to edit base for your business plan PowerPoint presentation, consider this template of basic slides featuring clean, modern design elements, easy to use customization options, and a range of icons, fonts, and animations to help you add a bit of interest.

Modern Business Plan Template PPT

business plan workshop ppt

Here we have an ultra-modern and professional-looking set of slides that are super easy to customize and offer a clean, creative aesthetic with a strong focus on typography and usability, plus a range of prebuilt slide layouts. It’s a great business plan PPT for any product or business idea.

Multipurpose Business Plan Template PPT

business plan workshop ppt

The next in our premium selection of business plan PowerPoint templates is this modern, multipurpose option that’s fully editable, easy to customize, and comes with a total of 150 slides to choose from, including five different color schemes and a clean, minimal design.

Minaski Startup Business Plan Template PPT

business plan workshop ppt

Next up is Minaski, a beautifully crafted business plan template for PowerPoint that’s been specifically designed for startup companies to use for their business plan presentation. It includes 100 unique slides with two color variations, and image placeholders with drag and drop functionality for easy editing.

UpTwo Business Plan Template PPT

business plan workshop ppt

Looking for colorful, eye-catching business plan PPT examples? This modern and engaging option is a brilliant choice, and offers three premade color themes, dark and light backgrounds, widescreen and standard sizing formats, animation settings, and drag and drop picture placeholders, making it super easy to adapt for your own needs.

Creative Business Plan Template PPT

business plan workshop ppt

This highly professional and creative PowerPoint template has been designed based on real-life business plans and includes all of the slides you’d need when documenting your startup or company plan. It comes with an incredible total of 700 slides, including 10 color variations and a library of 4000 vector icons to help you customize.

Dots Business Plan Template PPT

business plan workshop ppt

The Dots business plan template PowerPoint is a great choice for any kind of modern business. It comes with 250 unique slides, 20 premade color schemes, light and dark backgrounds, and a comprehensive range of purpose-built layouts, as well as fully editable graphics and drag and drop images.

Bold Business Plan Template PPT

business plan workshop ppt

One of the most versatile business plan PPT examples, our next template features 30 unique slides in a high definition 16:9 aspect ratio format, with free fonts and icons and a range of customization options to help you add your own personal touch. It also includes a range of useful layouts and slide styles.

Corporate Business Plan Template PPT

business plan workshop ppt

Looking for a business plan PowerPoint that’s suitable for a corporate presentation? This template is perfect – it comes with a huge range of 350 purpose-built slides, offering 5 color schemes to choose from and a variety of slide layouts that are all ready for you to populate with your own text and images.

Vision Business Plan Template PPT

business plan workshop ppt

Ideal as a business plan PowerPoint template for a startup company or new business, our next option features 40 unique slides with 10 color schemes, dark and light variations, editable vector graphics, and image placeholders that make customization a breeze.

Lumeta Business Plan Template PPT

business plan workshop ppt

Another to add to your list of amazing startup business plan PPT examples, the Lumeta template is a professionally designed set of 100 unique slides that require little customization and includes a range of high-quality vector graphics and a high definition widescreen format for a polished look.

Clean Business Plan Template PPT

business plan workshop ppt

Here we have a great business plan PPT for any product, featuring a clean, simple design with minimal distraction, ensuring that the focus is entirely on your pitch. It includes a comprehensive selection of prebuilt slides that are ideal for putting together a professional and detailed business plan presentation that’s sure to impress.

Octave Business Plan Template PPT

business plan workshop ppt

The Octave business plan template for PowerPoint is a 60-slide series of highly functional layouts that will help you create the perfect business plan presentation within any industry. It offers drag and drop images, 10 premade color schemes, and fully editable graphics for complete control over your design.

Papiere Goldy Business Plan Template PPT

business plan workshop ppt

Next up, we have Papiere Goldy, a stylish, minimal template that combines modern, professional design elements with a subtle vintage vibe that’s brilliant for presenting a business plan for any creative or offbeat business. It includes 50 unique slides that can all be fully customized.

Canopoly Business Plan Template PPT

business plan workshop ppt

Bright, bold, and ready to impress – that’s what the Canopoly business plan PowerPoint template is all about. With 80 different layouts, 15 color schemes, light and dark backgrounds, and free fonts to choose from, it’s never been so easy to create a professional-looking business plan presentation.

Infographic Business Plan Template PPT

business plan workshop ppt

If you want to include infographics in your business plan PowerPoint presentation, consider this impressive template that’s super flexible and easy to edit. It offers a total of 400 slides, with vector icons, elements, and maps at your disposal, as well as free fonts and five different color options.

Stylish Business Plan PowerPoint Template

Business Plan for Powerpoint

This multipurpose business plan presentation deck not only grabs the attention of your audience but also effectively communicates the information you’re sharing.

Coreplan – Business Plan Template PPT

Business Plan Presentation PowerPoint Template

The Coreplan Presentation Template for Microsoft PowerPoint is a modern and sleek professional presentation that will give a boost to your business meetings and lectures. It contains 42 beautifully designed slides that can be easily edited and adjusted to suit all of your professional and business needs.

Biz Plan Business Plan Template PPT

business plan workshop ppt

The Biz Plan template is the last premium business plan PowerPoint in our list and offers a total of 150 slides with 5 color variations, section break slides, handcrafted infographics, and pixel perfect illustrations, ideal for new businesses in any industry or sector that are needing to gain traction.

Croners – Business PowerPoint Template

business plan powerpoint template

Consider Croners for a clean and elegant presentation. This PowerPoint template while having a minimalistic design, will surely leave a long-lasting impression on your clients, and help you seal the deal you have worked extremely hard for.

Expertize – Professional PowerPoint Template

business plan powerpoint template

Expertize is a modern and sophisticated PowerPoint template for businesses wanting to emphasize more on the content and less on the design. The template although oozes simplicity in each of its 36 slides, manages to engross the audience in an instant.

Danu – Business PowerPoint Template

business plan powerpoint template

Danu is a clean, professional, and multipurpose PowerPoint template that can be put to use for a variety of purposes from pitch deck and company profile, to startup investment presentation and personal portfolio.

Blast Business PowerPoint Template

business plan powerpoint template

The “Blast” is one of the most stylish professional PowerPoint templates we’ve seen and features modern, minimalistic design elements laid out in a professional and visually appealing way. With 30 unique slides and five different colorways included, however, you’ve got plenty of room to be creative.

3D Diagram Business PowerPoint Template

business plan powerpoint template

If you’re looking for an infographic presentation that really stands out, check out this modern and professional 3D diagram ppt containing 30 unique slides that can be completely edited to your heart’s content.

Bonus: Free Business Plan PowerPoint (PPT) Templates

We will now feature some more B-plan PPT templates. All these themes are absolutely free for you to download. Let’s dive in:

Free Startup Business Plan PowerPoint Template

Free Startup Business Plan PowerPoint Template

This free PowerPoint template features a modern and minimal design for crafting professional business plan slideshows on a budget. It’s ideal for startups, small businesses, and agencies in the in various industries. There are 37 slides in the template.

#1 Business Plan Free PowerPoint Template

#1 Business Plan Free PowerPoint Template

If you want to design a more colorful and creative business plan presentation, this free PowerPoint template is for you. It comes with 35 unique slide layouts with colorful designs. You can also edit and change the colors as well.

Free Interior Studio Business Plan PPT Template

Free Interior Studio Business Plan PPT Template

This free PowerPoint business plan template is designed with architecture firms and interior design studios in mind. But, you can repurpose it to create presentations for other businesses. It has 20 unique slide layouts.

Free Modern Business Plan PowerPoint Template

Free Modern Business Plan PowerPoint Template

You can design highly visual and attractive business plan presentations using this free PowerPoint template. It comes with 20 slides featuring content layouts full of image placeholders.

Free Sales Account Business Plan PPT Template

Free Sales Account Business Plan PPT Template

You can use this free PowerPoint template to design a business plan related to your company sales accounts. There are 36 unique slides in this template with beautiful gradient colors and editable graphics.

Free Business Financial Plan PowerPoint Template

Free Business Financial Plan PowerPoint Template

This free PowerPoint template is also ideal for making financial plans for your business and brand. It has modern and stylish slide layouts featuring free fonts and editable vector graphics. The template includes 35 slides.

Inspire – Free Business Plan PowerPoint Template

business plan workshop ppt

Get your hands on Inspire, a captivating business plan template that you’ll be hard-pressed to not consider. It consists of everything you’d expect in a professional and eye-catching template. It’s free and up for grabs!

Free Business Plan PowerPoint Template

business plan workshop ppt

Here we have a flexible and multipurpose business template that fits right into your needs. It provides you with a range of slides and amazing options that will make customization a breeze. With this template in your resource kit, the only limit you have for creating a stunning presentation is your creativity!

Free Strategic Business Plan PowerPoint Template

business plan workshop ppt

Our next business plan template for PowerPoint is the Strategic business plan theme, featuring 25 modern and simple slides that are fully customisable and easy to edit, and includes a 16:9 widescreen layout and premade slides for images, tables, flowcharts and graphs to help you present your case.

Investment Free Business Plan PowerPoint Template

business plan workshop ppt

Here we have another super professional option that’s suitable for a corporate audience, particularly in the finance and investment industries. This template consists of 30 unique and fully editable slides with five businesslike colour schemes, and is available as a free download from SlidesGo.

Free Colourful Business Plan Template PPT

business plan workshop ppt

Here we have a business plan template for PowerPoint that offers 48 slides with a bright, colorful design that’s ideal for any type of business, and can be customized accordingly. It’s available as a free download from Free PowerPoint Templates Design.

Free Voonex Business Plan Template PPT

business plan workshop ppt

Next up, we have Voonex, a professionally designed business plan template that’s incredibly easy to customize, and features a versatile color scheme of blue, grey, and white. This template can be downloaded for free from PresentationGO.

Free Tech Startup Business Plan Template PPT

business plan workshop ppt

Our last business plan template PowerPoint is a free download from SlidesGo, and as the name suggests, it’s perfect for a tech startup. It includes several stunning color schemes and a futuristic, flat design that’s ideal for a communications and technology business.

And with that, we’ve just made your business planning journey slightly easier, by providing a range of free and premium business plan template PowerPoint for you to download and customize straight away, ready for those all-important business plan presentations!

  • A step-by-step guide to planning a workshop

cycle of workshop planning steps

Going from a mere idea to a workshop that delivers results for your clients can feel like a daunting task. In this piece, we will shine a light on all the work behind the scenes and help you learn how to plan a workshop from start to finish.

On a good day, facilitation can feel like effortless magic, but that is mostly the result of backstage work, foresight, and a lot of careful planning. Read on to learn a step-by-step approach to breaking the process of planning a workshop into small, manageable chunks. 

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The flow starts with the first meeting with a client to define the purposes of a workshop. In other words, we are working on the assumption that the facilitator has already been chosen and hired for a job. 

It’s also possible that you are designing a workshop agenda you have ideated yourself. You have a topic to share with your audience, and potential participants in mind… great! You can still use the same process, although not all steps may be relevant to your case.

How to plan a workshop in four phases

We have divided the process of designing a workshop step-by-step into four sections. This structure is inspired by the insightful design methodology known as Dragon Dreaming, as codified by John Croft. The framework is an invitation to move in a structured way from dreaming to designing, from designing to doing, and from doing to celebrating and learning. In this workflow, we will go through similar steps, albeit much simplified and adapted to this specific example. If you find this categorization intriguing and you’d like to learn more, here is a page about Dragon Dreaming project design . The methodology originated in Australia, and you can see a wink to its origin in how the design turns counterclockwise! 

Illustration of the steps of workshop planning

Each phase (vision, design, action and learning) is divided into subsections defining specific actions you need to take in planning your workshop. Each also includes a checkpoint with the client . These four meetings, plus a facilitation team meeting to draft the agenda, are described in detail in the accompanying Workshop Planning Template . In the template, you will find ideas and inspiration for five one-hour meetings in which to:

  • draw out the overall vision and desired outcomes;
  • define a draft schedule;
  • get buy-in for the workshop agenda;
  • check-in for a briefing before the actual workshop;
  • run a retrospective after the event is over.

I see this process as a dance between working alone and co-designing with a client. In this dance, two different ways of working interact, from being alone at the desk surrounded by sticky notes, to talking things over and getting feedback, into a new iteration of the design, and so on. Successful workshops all start, as most things do, with a vision, and a conversation. Let’s take the first step! 

Phase 1 – Vision

Every project begins as an idea in somebody’s mind, which really starts to take shape once it’s shared with someone else. In the first part of the process, we cover how to lead conversations that will move the idea from the abstract to a more concrete realm. This process starts with a kick-off meeting attended by the facilitator, the client and, if applicable, other members of the team. To help you set it up, we have prepared a dedicated template complete with a workshop structure you can use to collect all the information from this visioning stage!

two business women in a meeting

What are the desired outcomes of the workshop? Who will be the participants or what is your target audience? Once you have some initial answers to these questions, you can use them to shape a concept note, sign agreements, contracts and/or an MoU (memorandum of understanding). 

Sharing intentions

According to the State of Facilitation in 2023 report, a majority of facilitators find negotiating with clients and stakeholders quite the challenge. In the survey on which the report is based, we asked over 1100 professionals what was hard for them in the previous year. While the top challenge reported was “keeping up with the trends”, a series of matters more related to difficulties negotiating, designing and getting buy-in from stakeholders emerged as well. We hope the following workshop planning tips can help you overcome such obstacles. Learn more about trends in facilitation in 2023 and the art of running workshops in the State of Facilitation report!

business plan workshop ppt

Designing based on the “why” is a necessary premise to design workshops that will prove meaningful to participants and clients. Often, though, this “why” is not entirely clear from the get-go. A skilled facilitator will use a range of communication skills such as probing questions, active listening, and appreciative inquiry to clarify intentions. In most cases, it’s a matter of slowing the client down, and gently inquiring into their motivations. Run a mini-workshop with your client and transparently share what you are looking for. Time spent on this now will save time and resources by minimizing the risk of misunderstandings and re-writes later! There are four key elements I check for when looking for desired outcomes with the client at this very early stage:

(1) Non-negotiables. These are the boundaries for your design, the things that are set and cannot be changed. This might be, for example, the duration of the workshop, the location, or the list of participants.

(2) Tangible outcomes (aka deliverables). What needs to be produced, concretely, by the end of the workshop? Is it an action plan? A set of decisions? A report? Try to get as many details as possible on this requirement. If this point is not initially clear, invite your client to explore the future with their foresight and imagination: at the end of the workshop, what do they want to have that was not there before the start?

(3) Intangible outcomes. What intentions are connected to the workshop in the immaterial world of communications, connections and emotions? Mark down the keywords you hear your client use. Is it a matter of increasing networking opportunities and connections? Deepening trust? These “soft” outcomes can inspire and direct your choices of activities, setting and style.

(4) Levels of participation. If you are planning a workshop rather than a training event, I have found it very useful to introduce the concept of the ladder of participation to clients, early on in the design stage ( here is a version relating to citizen engagement ). This involves probing how much power is allocated to participants into shaping future choices. Will proposals selected by participants in your workshop be adopted directly? Is this a consultation process someone else will turn into a decision later? Or, perhaps, the workshop is meant to inform and get buy-in on choices that have already been made? All these scenarios are possible and valid, but it’s important to know which one your workshop falls into, so as to minimize the risk of disappointment or confusion.

whiteboard divided in sections

Once you have collected this information, you probably have an idea of where you want your workshop to focus. All you need now is to figure out who is it for before drafting a concept note and initial agenda.

Defining the target audience

Once you have clarity about the desired outcomes, it’s time to focus on your hypothetical participants and your target audience. You may already have a list provided by the client, or it may be a completely open invitation. In any case, it’s a good idea to spend some time focussing, after the “why”, on the important question: “who?” Things that can be useful to consider doing at this stage, depending on the specific situation, include:

  • Creating a “persona” for the workshop. Who will benefit? What are their needs, pain points, interests? Why will they come? This work will initially be based on your assumptions only, but it could lead to an exchange of information with your client to learn more. Here is a canvas from MediaLAB Amsterdam that can help you create a persona for your event.
Design persona   #frame insights   #create   #design   #issue analysis   Following a similar structure of the Persona method, give your design personality by creating a design persona. This can be through visual design, copy, and interactions. To be used w hen it is time to focus on product experience.
  • Having interviews with potential participants that match your target audience to collect more information on their wants, needs and expectations. If you are able to contact participants before the workshop, aim to talk to a few. If key decision-makers will be in the room, it’s definitely a good idea to ask for a half-hour chat with them! 

Start by clarifying that you are talking to a few people in order to better prepare your workshop. Next, kick-start your exploration by asking them what their motivation for attending the workshop is. Listen carefully and take notes! It’s good practice to have a list of questions that will be the same for all your interviewees, but also let the conversation flow naturally. 

End the conversation by asking your interviewee whether they know of someone who should definitely be at the workshop, and add them to the list of potential invites!If time does not allow for 1:1 interviews, you can also consider sending your questions out via email. Finally, check back in with the client to ensure they have considered who should be there and whether any important stakeholders or potential workshop participants are being overlooked. 

In my personal practice, I do hold a commitment to widening representation and will often reach out to my clients with questions, for example, on gender balance or including underrepresented groups. Can we get more women’s voices in a conversation about the future of logistics and mobility? (The answer turned out to be yes!). In this urban planning process, will someone be speaking with the interests of elderly citizens in mind? And what about the children’s? At this stage, it’s also important to start making notes of any special needs. Does your persona include, for example, families with small children? Or people with mobility concerns? These considerations have a bearing on such key planning elements as your choice of venue, location, and timing. Successful workshops are those in which the needs of target attendees are considered and steps are taken to ensure participants can take part.

Drafting the initial concept 

Once you know the “why” and something around the “who” of a workshop, it’s time to start designing the “what”. What is needed at first is some clarity as to the main points of the agenda, not a detailed run-through. The client will probably have more feedback once things start to look concrete, and it’s not particularly fun to have to revisit the entire thing and do work twice. That is why I have found it good practice to keep the agenda still quite open at this stage. An initial concept draft for a successful workshop should contain:

  • A summary of the desired outcomes;
  • A list of benefits for participants (what are their pain points that this workshop will solve?);
  • A list of learning/key objectives;
  • A description of the main activities or building blocks of the workshop.

At this point, you’ll need to circle back to your client, share the draft with them and ask for feedback. In my experience, it’s a good idea to approach this step lightly, with curiosity, knowing you have done your homework but ready if necessary to change your entire concept around and pivot to something different. And if you still feel yourself having rigidity towards feedback, check out some useful feedback tips by learning expert Skye Suttie . 

Signing agreements

By the end of the vision phase, facilitators and clients should share a feeling of commitment and alignment. This is made visible and concrete through signing agreements, contracts and/or a memorandum of understanding (MoU). What exactly these contain varies greatly depending on circumstances and location, but here is a useful summary, complete with template examples of what your MoU might look like, from Malia Josephine over at the startup Facilitation Jobs . 

Phase 2 – Design

So now you have a draft outline of the workshop and an idea of who will participate. The next section is all about the nitty-gritty details of planning. Think of any other event, such as a family gathering or a wedding: there are a lot of things to consider so that everything will be ready when attendees arrive in the space you have designed and set up for them. It can be a very creative phase, if a bit solitary at times for the workshop leader! 

person working at their desk

In the design stage, we are aiming to answer the question: how will this happen? This includes choosing dates and venues, drafting an agenda, creating a communication plan so that your workshop attendees will get the invite and join, populating a participant list, and refining your draft agenda into a detailed script. 

Establishing time and place

A workshop begins to feel like it’s really going to happen once the date and location are decided upon.

Whether you are scouting for a location yourself or not, you still need to clarify and communicate a list of requirements clearly. Don’t give anything for granted! List any needs such as accessibility, type of space, and equipment such as tables or presentation equipment. No location is going to be perfect, but the clearer your request, the closer to ideal you might get. 

If you’re running a virtual workshop, you still need to put it in the calendar and arrange for a virtual space to hold it in, such as a Zoom account and a whiteboard space. And if it’s hybrid, you’ll need to do both: scout for a location (with great wifi and acoustics, here you can read more about why that’s important ) and set up online resources as well. If you don’t know yet what kind of room setup you will need, take a look at our detailed guide here.

Once the location has been chosen and booked, make sure you have an understanding with the location manager of how your session will work and what they can expect. Will you be using masking tape to hang posters on the wall? Is that ok? How early do you expect to be at the location, and who will be there to open the doors? Will you need breakout spaces for smaller groups to work in? Will participants be milling around using outside spaces, which, and when? What about wifi use, passwords, and other tech needs? 

a person placing pins on a map of a city

Having a persona in mind might help establish a schedule. Is this a personal development workshop that people sign up for as individuals (that will probably mean running it in the evening or on weekends?) Or is it going on at the workplace? When are employees free to attend, and what will not clash with previous engagements? Will it be a one-off thing or a series? Successful workshops take all this into account to ensure workshop participants can actually be there! If you are working on a series of meetings for participatory planning and would like to encourage a diverse attendance , it could be a good idea to switch times and dates around quite often, so that people with different jobs and schedules can fit at least one meeting in. And get a babysitting service, or have someone who works with youth set up a related workshop with the young ones.

Drafting the workshop agenda 

So now the word is out, and there is probably some time to wait before the workshop kick-off. This is the moment to sit down with yourself and work on the facilitation design. For many trainers and facilitators, this is a favorite part of the process. Here is where we create a detailed schedule, choose activities and methods and assemble them into a coherent flow. You’ll seek to create a workflow flow that balances group discussions, experiential activities and different learning styles in order to meet your workshop’s purpose. Proper planning and a structured process is a proven way of turning a workshop idea into a reality.

Using a workshop planning tool like SessionLab can make the task much easier and save you time in your process. A successful workshop is one with a clear structure that supports the learning process. With the Session Planner , you can easily drag and drop your content blocks to quickly build an effective flow.

I like to start by creating a skeleton of each item in the workshop agenda and then adding additional content once I feel confident in the flow.

business plan workshop ppt

SessionLab also ensures you stay in control of time while creating your workshop agenda. Add timing to each block to confidently plan for the time you have available. And when you make changes, SessionLab will automatically calculate your timing. It’s easy to iterate and plan the most effective workshop flow for your participants.

Need inspiration? Research and exploration into the methods library can help you find suitable activities for your session, as well as other online repositories of ideas such as this one by Untools.  

The actual process of creating a draft agenda is quite personal. You may be working on it completely alone (hopefully, with a hot or cold beverage of your choice, and plenty of time!) or with a co-facilitator.

Results from the State of Facilitation report indicate that facilitators like to work directly with online tools, such as SessionLab, others, me included, prefer to start with pen and paper… or by taking voice notes while taking a walk!

business plan workshop ppt

However you approach the matter, you are likely to do all of these things (and more!), while not necessarily in this order:

  • Create a timeline, showing when your workshop starts, ends, and how long each section will last;
  • Check your notes from meeting with the client, refer back to desired outcomes both tangible and intangible;
  • Refer back to your interviews with participants, or any other information you may have collected from them, to pinpoint main needs and expectations;
  • Brainstorm activities you believe will meet the client’s and the participants’ needs;
  • Pick among those activities: which are “must-haves” and which are optional?
  • Assess how much time each activity will take, and add a bit of buffer to account for the unexpected;
  • Check that your activities are diverse enough to include people with different styles and approaches (e.g. by having both individual and group activities);
  • Add essential opening and closing activities such as icebreakers and introductions at the beginning and feedback and drawing conclusions at the end
  • Arrange them in a timeline;

And whatever you do, don’t forget to schedule some breaks! A successful workshop ensures that the workshop facilitator and all participants are able to participate and maintain their energy levels will learning new skills.

person working on a whiteboard with sticky notes

Refining the agenda

Once you have a solid agenda, it’s time once more to check in with the client. Run through the agenda together, checking that you share an understanding of what is going to happen, and making any needed tweaks and changes as you go. I always aim to share my reasoning with clients and share tidbits of facilitation along the way. 

If you’re using SessionLab, you can invite clients and stakeholders directly to your agenda so you discuss and co-create in real-time or asynchronously. Collaborating in one-place can really help ensure your workshop preparation is smooth and that your session will meet your goals.

Refining the agenda is the subject of the third client/facilitator meeting detailed in the template that goes with this piece. The first thing to do is restate the high-level purpose and objectives of the workshop, before going into a review of details. This process encourages clarity and alignment, as well as enabling the facilitator to check whether the proposed agenda is fit for purpose. 

This is also the stage in which, if I am facilitating a group discussions on a topic I am not familiar with, I’ll be doing research into that topic. Opinions about how knowledgeable, if at all, a facilitator should be about the topic under discussion vary greatly. Personally, my attention is on the dynamics of their conversation rather than on the content. Because of this, I don’t mind working with groups or companies who are talking about something I am not informed about. 

At the same time, I find it useful to have at least a beginner’s understanding of the discussion. To enable this, I will ask clients to send me some papers or links to study. Mainly, I will be looking for jargon and terminology: I want to have at least a sense of what people are talking about and what terms to use myself. I also try and get a sense of what in the field is clear, and what is contested or up for debate. Research can lead to changes to the agenda: in a recent workshop I chaired, reading some documentation led me to assume that terminology being used in the field was still not well-defined. Different stakeholders were using different terms to indicate the same things, or the same term to indicate different things! I checked in with the client to verify if this was indeed the case and we decided to add a section discussing terminology at the beginning of the workshop. We did not aim to settle the argument once and for all, but rather to share with participants the current state of the art in this particular industry and agree on what terms we would use for the duration of the workshop.  This is also a great time to reconsider the implications of your setting. If you’re running a virtual workshop, how will you encourage participants to take part and explore ideas in such an environment?

Creating a communications plan 

Whether you are opening the workshop for participants to enroll or whether it’s the host preparing a list of attendees, it’s likely someone will be working to create a buzz around the event.

Often this is not handled by the facilitator directly but rather by a communication agency or office. That said, do your part by preparing material for dissemination and helping make sure the news reaches the right ears. If you are not doing communication and enrollment yourself, avoid missteps (such as the advertising sending a message that is not aligned with your intention and design) by preparing such a brief well in advance. A basic communication plan for your workshop should include:

  • How will people find out about the workshop? Where will it be advertised? Are there networks, groups or individuals that should be reached out to? 
  • What should people know about the workshop in advance? Create a one or two-sentence description of the workshop to go out in communication channels and invitations. What is the workshop’s unique value? How can you entice people to be excited to join?
  • How will people enroll in the workshop? And how can they find out more? Who should they contact to register, is it you, or the client, or should you set up an automatic registration service (such as Eventbrite )? What information do you need to collect upon registration? Do participants need to sign authorizations (e.g. for audio-video use)? Will they get a confirmation email? Automatically or through you/the client?

Establishing who will be there 

Many hands make light work: now that you have your detail agenda or script set out, you should have a clear sense of whether other people are needed to make it work. Will you need a tech host? An assistant to help with the practicalities? A video-maker? Photographer? Visual practitioner?  If you need to assemble a team, it makes sense to onboard them once you know the agenda and tasks they will take on.

The other aspect of establishing who will be there is having a final (or “almost final”… there are usually last-minute surprises!) participant list. Registration can also be an interesting opportunity to collect information on your workshop attendees that might inspire some final details of the design. When registering participants for a short (3-hour) leadership workshop for the international organization C40, besides asking for basic information such as names and emails, I added three optional questions concerning people’s motivation for joining, interesting initiatives they might like to share, and a blank space for “any other communications”. This process was useful for me to start to get a sense of who was going to be in the room and adapt my choices and language to the audience. Furthermore, these questions can kick-start the workshop long before it begins by asking participants to start reflecting on a certain topic.

Phase 3 – Running the workshop!

As the moment of running a workshop draws closer, there are some tasks to do that are very practical, having to do with implementing what has, up to now, existed in words only. This is the phase for getting things done : assembling materials, briefing your team and any speakers, taking care of your inner work and preparation and then, in a leap of faith…Trusting that all you’ve done is enough, finally doing away with plans, and going with the flow! 

Running workshops can be tough work, so in this section we’ve collected some tips for managing workshop attendees (and yourself) that should help running the workshop easier!

Assembling materials

Shopping time! The stationery shop is like a second home to most facilitators: it’s time to get your gear together and fill up boxes of sticky notes, posters, and marker pens. Now things are getting real! (And if you used SessionLab to plan your session, you’ll find a handy list of materials consolidated on the information page !) As the date of the workshop approaches, make sure you have all the materials you need ready at hand. This might include your presentations, virtual whiteboards, or physical goodies. I have found myself roaming Rome at dawn to get photocopies of materials in a neighborhood with no such services. Not fun! 

display of colored markers in a store

I often wonder how important is it to give participants printed handouts. On the one hand, let’s admit it, such materials don’t often get read. Printing is a waste of energy and paper and my sustainable-minded self would rather avoid it. 

On the other hand, printed materials might be a useful reference a long time after the workshop is over, and many people like to have something physical to hold onto and take notes on. You can also consider the option of having digital-format handouts to send to everyone before or after the workshop. 

Briefing team and speakers 

A few days before the workshop, set a briefing call with the client, your team and, if applicable, speakers or other guests. I have sometimes avoided doing this for the sake of efficiency… and usually regretted it. Even though it seems like everything is clear and smooth, by talking a workshop through, even in a brief 30 min meeting, something might emerge that needs attention.

If you have external speakers joining, e.g. for a keynote or presentation, remember they have not dedicated the amount of time and attention to this event that you have! Brief them on the intention behind the workshop and on the participants in the room, and discuss what will happen before and after their speech. As your star guests, they should feel welcome and well prepared. This will improve alignment and the overall experience for participants. When running a workshop with a team, it’s very important to know who will take care of what. Take the time to clearly define roles and responsibilities and add to the script the name of the people who will be, for example, presenting or tech hosting at a given time.

You might also have pre-workshop communication you want to send out to participants, perhaps to remind them of logistics or do some prep work. Always include a way to contact you (or someone from your team) if something happens at the last minute! 

Personal energy management

Once all the design and preparation are done, so much rests on the facilitator’s personal stance and attention. Here are some examples of things facilitators I know, or myself, do in terms of personal energy management:

  • No work the day before and/or after an important event;
  • Meditation and focussing activities;
  • Spending time in nature, taking walks;
  • Coaching session with trusted colleagues or a professional coach;
  • Taking time to reflect on possible biases and on personal intentions. 

What do you do to prepare yourself before a workshop? Do you take time and space before the start to tend to your own needs? We’ve also been sharing this conversation in SessionLab’s community space: join us here.  

Going with the flow

Step by step, you have now reached this exceptional threshold. People have assembled in a physical or online space, which is equipped with all they need to learn and grow together. The workshop is about to begin! 

This is what all the preparation work was for: take a deep breath and delve into the agenda. Skilled facilitators know how to read the room, trust their instincts, and stick by the plan, or change it, depending on what is needed in the moment, here and now. 

hands raised up at a conference

Phase 4 – Learn

The workshop may be over but the work is not! Learning, celebrating and reflecting should take just as much of your time, energy and commitment as any one of the other phases. This is the step where we truly grow and become, with time and experience, wise and excellent facilitators! In this learning phase, we aim to close a cycle mirroring how it was opened. This means continuing a dialogue with our client and making time to think back together. Such reflections are too often swept aside in the hustle of business cycles. Yet, the more space we can make for them, the better. As we learn together, we consolidate trust and strengthen partnerships. Furthermore, reflecting and celebrating builds momentum for the next workshop cycle, which is often just around the corner! 

two business people high-fiving

Agreements taken with your client might include your contribution to drafting a final report. And even if they don’t, it’s still a great idea, for your own records, to take some time to look back and write up a summary of what happened. It will be invaluable in time, e.g. when two years down the line a client calls you back to know: “Could you do that workshop again?” “What made this a successful workshop and what would you change in any future workshops?” A workshop report generally includes two main parts: one is about information, the other is focussed on learnings.

Report Part 1  – information on the workshop

The first is a collection of data about the workshop: when and where was the workshop held? How many people attended? What was the schedule? 

  • Workshop concept 
  • Agenda (you can use SessionLab to include a handy printout of the session agenda!)
  • Data on attendees (e.g. how many people attended, and whatever data about them is relevant and can be shared)
  • Pictures from the event

Report Part 2 – learnings from the workshop

The second part of the workshop report is more subjective. This is the place in which to include reflections on how it went , a summary of key conversations and discussions, recommendations, notes on methodology

  • Reflections on the methodologies chosen
  • Facilitator’s notes and observations
  • Feedback received
  • Key recommendations or decisions taken. 

Following-up

Presenting a report, and opening it for final revisions, is a great excuse to set up that precious follow-up meeting with your client. 

Reserve a chunk of time to look back at your work together and reflect: what went well? What would you change next time? This is a time for constructive feedback, expressing appreciation, and really taking care of the relationship. You can find some inspiration on what to include in such a meeting in the last part of our Planning a Workshop template . 

Besides following up with your client, you also may have some follow-up actions to take towards participants. Here are some ideas of what that may include:

  • Sending certificates of attendance with the number of hours spent at the workshop and the main topics covered;
  • Sending lists of extra materials, bibliographies, and resources ;
  • Collecting feedback through a questionnaire;
  • Inviting people to subscribe to your mailing list, follow you on social media, or in any case providing ways for them to stay in touch. 

And of course, if you haven’t done it yet, it’s also time to do that bit of life admin and send an invoice! 

Collecting learnings

The follow-up and reporting steps are mostly outward-facing, that is, you are writing for others . While you do that, probably some ideas and learnings will emerge that are about your work and practice. A collection of personal learnings can be the outcome of your own reflection or, if you are part of a community of practice or professional development program, of time spent debriefing the workshop with your peers, coach, or mentor.

I don’t always have as much time as I would like to properly debrief and collect learnings. At the very least, I take 15 minutes to think through this quick “Regret, Celebrate, Learn” process I learned from the Mediate your Life program. To do that, I quickly jot down some notes or a mental map in response to the following three questions:

  • Regret – what happened at the workshop that I regret, am worried or sad about? How did I feel about that? Do I know why I did it (what needs was I trying to satisfy?) 
  • Celebrate – what happened at the workshop that I really celebrate and am glad about? How did that feel? What needs of mine were met? 
  • Learn – with those things in mind, are there any learning points I want to draw and remember? 

I might, for example, regret answering a participant’s question rather brusquely, and realize I did that because I was feeling rushed for time. At the same time, I might celebrate that I did take that person aside to check in with them during the break. This may lead me to remind myself to invite people who have off-topic questions to “park” them on a poster to answer at a later time. 

person working on a notebook

You may want to add some notes next to certain tools or methodologies you used: most workshops present an opportunity to do something slightly different next time. If you are using SessionLab, you can add these to a certain activity’s card, so you’ll find them waiting for you next time you pick the same method from your personal library . 

Celebrating

Celebrating can mean different things to different people. If I am traveling to/from the workshop, I consider that time spent on the train on my way back, taking notes on my diary, part of celebration. 

Plenty of other actions might help you feel like the circle is closed: taking a relaxing break, going out for dinner with your team members, buying yourself a little gift… whatever helps you keep your energy level high and integrate the experience into the flow of your life. Processing your reflections and giving them some time to settle is likely to lead straight to the next great idea. How about we took this learning from this workshop and did that with it? Time to start taking notes, because these thoughts are the sign that a new cycle of ideation is about to begin! 

Processing your reflections and giving them some time to settle is likely to lead straight to the next great idea.

In closing 

When I asked our in-house designer to come up with the illustration on the top of this article, it felt very appropriate to summarize the complicated process of designing a workshop into a single, perfect circle.

illustration of the steps of workshop planning

Now that it’s done, I realize it’s really not a circle at all, because once all the work is complete nobody, neither client nor facilitator nor participants, is in the same place they began from. The process of designing a workshop is actually like a spiral , that widens and opens each time we go around. By the end of all these steps, everyone will have changed in some way. Relationships will have formed, new ideas defined, and lessons learned.

At the start of the spiral, there is only an idea, which becomes a design as it is shared, consolidated and refined. The facilitator’s job is to turn it into an agenda, and go through all these steps, alone or with a team, to make it happen. By learning from all that took place, the flow will, in time, become more natural, fluid, almost second nature. My hope in setting it down in this piece is that it will help you along the journey.

Want to see an entire workshop journey in action and get help in putting together a water-tight agenda? Explore our workshop planning template to go through a proven agenda design process that will help you dazzle potential attendees.

Does this process describe how you have been designing your workshops? Did it give you new ideas? Leave a note in the comments, and join the discussion in our Community !

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business plan workshop ppt

How does learning work? A clever 9-year-old once told me: “I know I am learning something new when I am surprised.” The science of adult learning tells us that, in order to learn new skills (which, unsurprisingly, is harder for adults to do than kids) grown-ups need to first get into a specific headspace.  In a business, this approach is often employed in a training session where employees learn new skills or work on professional development. But how do you ensure your training is effective? In this guide, we'll explore how to create an effective training session plan and run engaging training sessions. As team leader, project manager, or consultant,…

business plan workshop ppt

Effective online tools are a necessity for smooth and engaging virtual workshops and meetings. But how do you choose the right ones? Do you sometimes feel that the good old pen and paper or MS Office toolkit and email leaves you struggling to stay on top of managing and delivering your workshop? Fortunately, there are plenty of online tools to make your life easier when you need to facilitate a meeting and lead workshops. In this post, we’ll share our favorite online tools you can use to make your job as a facilitator easier. In fact, there are plenty of free online workshop tools and meeting facilitation software you can…

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Donncha Hughes, Business Trainer, Advisor & Mentor

Business Plan Workshops

 At some point, most businesses will need a business plan [1]. One of my core services is the preparation of professional business plans for startup promoters and SMEs.  I also deliver training on Business Plan Preparation.

1. One Day Business Plan Preparation Workshop

This workshop will outline how to write a business plan to secure investment, apply for funding such as a bank loan or enterprise agency support in order to exploit an identified business opportunity. The one day (six hours) programme will be of benefit to established businesses wishing to introduce new products and business promoters who are actively planning to set up a new business to include those considering Self Employment and/or applying for the Short Term Enterprise Allowance.

Business Plan preparation agenda

Course Objectives

– To provide a recognised template for investor ready business plans

– To discuss the principal reasons why business plans are prepared

– To address each section of the business plan in an integrated and comprehensive fashion

– To outline an approach to writing a Business Plan

– To provide a template for creating Financial Projections

– To discuss how investors and bank view Business Plans

On completion of this one day programme, the participants will have:

·  A greater understanding of the importance of the business plan

·  Completed an Executive Summary for their Business

·  Have points for each section of their Business Plan

The workshop is structured into two major sections:

The first part of the workshop concentrates on the Business Plan template – an example business plan concerning a fictitious business will be sent to all participants by email.

Each section of the Business Plan will be discussed. Participants will be facilitated to compile a list of points for each section of their business plan.

•       Executive Summary

•       Promoters and other information

•       Background Information + Reason for Writing the Plan

•       The Product / Service

•       Market Opportunity

•       Marketing Strategy

•       Management Team

•       Operations

•       Strategy for future growth

•       Financing

•       Action Plan

•       Financial Schedules

•       Appendices

The second part of the workshop discusses how to take a Business Plan to the next level. It firstly addresses how an investor will assess a business plan. The key part of this session is to provide a template for developing financial projections.

I aim to ensure that my workshops are both rewarding and enjoyable i.e. challenging, informative, creative and act as a stimulus for proactive change. I will be available to follow up with participants by email and/or by phone for several weeks after each programme.

^ Footnote 1 : In this blogpost for Tweak Your Biz on ‘Running Lean’ by Ash Maurya, I outline my view that a very early stage startup does NOT need to prepare a business plan. I would strongly recommend that they use the Lean Canvas tool as business planning is critical.

 in january 2020, i published an online training course entitled, ‘writing your business plan’ click on the button below to check it out.

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Business Plan Writing Workshop - PowerPoint PPT Presentation

business plan workshop ppt

Business Plan Writing Workshop

Business plan writing workshop presented by: small business development center this presentation was created and compiled by staff at the farmingdale state small ... – powerpoint ppt presentation.

  • This presentation was created and compiled by staff at the Farmingdale State Small Business Development Center.
  • Farmingdale Small Business Development Center
  • Small Business Administration
  • Welcome and Introductions
  • Ice Breaker
  • Business Plan Outline
  • Writing Workshop
  • Lunch Break
  • Questions and Appointments
  • Self-checking tool
  • Funding tool
  • Operating guide
  • 1,000,001 questions
  • Infinite number of possibilities
  • Distractions galore
  • 6-9 pages for the narrative, plus financials/ appendices
  • Make it an interesting read!
  • Bullet points
  • Balance creativity while still getting your point across
  • Use short (1-3 sentence) paragraphs
  • Be careful with using industry jargon
  • Write with objectivity
  • Consider using the third-person
  • Focus more on initial future (1-2 years), less on later years
  • Cover Sheet
  • Executive Summary
  • Table of Contents
  • Statement of Purpose
  • Company History
  • Business Description
  • Products and Services
  • Market Analysis
  • Competition
  • Marketing Strategy
  • Financial Plan
  • Identity information
  • The words Business Plan
  • Your name and business name
  • Company logo
  • Telephone number
  • Email Address
  • Web Address (URL)
  • Submission date
  • Looks vs. content
  • Most important part of the plan
  • 30-second test
  • Concise explanation
  • Venture objectives
  • Market prospects
  • Financial forecasts
  • Sources and uses
  • WRITTEN LAST
  • Include page numbers
  • List of headings
  • Subsections
  • The business plans objectives financing or operating guide
  • How much money is needed?
  • What will the money be used for?
  • How will the funds benefit the business?
  • Why does this loan or investment make business sense?
  • How will the funds be repaid?
  • Who will use it?
  • Will it layout strategy plans?
  • How will it be updated?
  • Becoming self-sufficient
  • This business plan is written to secure financing in the amount of 24,000, which will cover the following costs
  • 10,000 in equipment
  • 14,000 in operating capital
  • The loan will supplement the owners equity investment of 20,000, and will be repaid beginning the month after disbursement according to lender terms. Funds will play a crucial role in sustaining the business as the client base grows, and will allow the business to become self-sufficient by the beginning of year two.
  • Mission Statement
  • Basic product description
  • Names of principals and brief background on each
  • Legalities business type
  • Company location
  • Number of employees
  • Customer highlights
  • Your niche and unique qualities
  • Strategic alliances
  • Awards and merits
  • Company milestones (business formation, opening date, hiring employees, revenue levels/ growth)
  • 1-3 year plan future milestones to reach (sales goals, hiring employees)
  • ABC Child Care strives to become the most-well known and reputable service provider in the XYZ area, with a targeted focus on safety, enrichment, and comfort. The Company was founded based on a growing trend quality child care is a key issue for working parents, and has now become a top priority for New York State.
  • The business is owned and operated by its co-founders, John and Jane Doe. Each has had extensive experience working with children prior to opening ABC, in both a teaching and managing capacity. Since opening in March of XXXX, ABC Building Blocks Child Care has reached the following milestones
  • Incorporated as a New York State S-Corporation and became licensed in March, XXXX
  • Renovated owned residence of principal to operate, at 123 Main Street, Anytown, NY in March XXXX
  • Enlisted first 6 full-time clients in April XXXX
  • Reached monthly break even with 8 full-time clients in June XXXX
  • Hired full-time staff teacher June XXXX
  • 50,000 in revenue by September XXXX
  • ABC plans to reach its capacity of 12 children by the end of December XXXX, where projected monthly income will be 10,000. By June of the following year, the ABC will look to expand to a center-based day care, with a capacity of up to 60 children. Existing clients and waiting list will be transferred and housed in new facility. Please see appendix for projections and growth chart.
  • Mission statement
  • Basic product or service description
  • New, takeover, expansion, franchise
  • General strategy plan
  • List of planned milestones (business formation, opening date, hiring employees, reaching certain revenue goals)
  • Planned strategic alliances
  • Work already done
  • Experience in the business
  • JavaNet will provide customers with a unique and innovative environment for enjoying great coffee, specialty beverages, and bakery items. JavaNet, soon to be located in downtown Eugene on 10th and Oak, will offer the community easy and affordable access to the Internet. JavaNet will provide full access to email, WWW, FTP, Usenet and other Internet applications such as Telnet and Gopher.
  • JavaNet will appeal to individuals of all ages and backgrounds. The instructional Internet classes, and the helpful staff that JavaNet provides, will appeal to the audience that does not associate themselves with the computer age. This educational aspect will attract younger and elderly members of the community who are rapidly gaining interest in the unique resources that online communications have to offer. The downtown location will provide business people with convenient access to their morning coffee and online needs.
  • JavaNet is a privately held Oregon Limited Liability Corporation. Cale Bruckner, the founder of JavaNet, is the majority owner. Luke Walsh, Doug Wilson, and John Underwood, all hold minority stock positions as private investors.
  • JavaNet's start-up costs will cover coffee making equipment, site renovation and modification, capital to cover losses in the first year, and the communications equipment necessary to get its customers online.
  • The communications equipment necessary to provide JavaNet's customers with a high-speed connection to the Internet and the services it has to offer make up a large portion of the start-up costs. These costs will include the computer terminals and all costs associated with their set-up. Costs will also be designated for the purchase of two laser printers and a scanner.
  • In addition, costs will be allocated for the purchase of coffee making equipment. One espresso machine, an automatic coffee grinder, and minor additional equipment will be purchased from Allann Brothers.
  • The site at 10th and Oak will require funds for renovation and modification. A single estimated figure will be allocated for this purpose. The renovation/modification cost estimate will include the costs associated with preparing the site for opening business.
  • Please refer to the attached appendix for strategic goals and measures during the first 24 months.
  • Detailed description of products or services
  • Indicate stage of development in-process, prototypes, samples
  • Patents or trademarks, legal contracts, licensing agreements, regulations, certifications
  • The Brochure Section
  • At ABC Building Blocks Child Care, we continually work to provide the most well-balanced day care schedule possible for the children. Every day is a mix of lesson time and free play with a weekly theme, generally a number or letter. Most children arrive between 730 and 930am. The early arrivals eat breakfast at the facility and then engage in free play as the other children arrive and join them. At 930, all of the children sit down for a snack. All food served meets the guidelines set forth by the New York State Child and Adult Care Food Program. After snack, there is a lesson. Each day, the program begins with the pledge of allegiance and then moves to activities related to the calendar.
  • The program includes discussion of the months of the year, days of the week, seasons, holidays, and the weather. During the lesson, two-to-four worksheets (made up in advance) on the topic of the week are used. The sheets include tracing of the letter or number the children are learning, coloring pictures of the related objects, matching games, etc. At least once each week, the children use paints, glue, and scissors to complete a project or craft pertaining to the scheduled theme.
  • After lessons, the children read a book, or are taught a new song. This is followed by free play prior to lunch. It is a goal of the center to bring the children outdoors, weather permitting, each day. At noon, lunch is served, and is generally a hot meal, consisting of a meat, vegetable, fruit, and grain (such as pasta, rice, or bread) as per the New York State guidelines.
  • After lunch, the morning program is repeated and expanded. This is followed by afternoon snack at 230pm. Since parents begin pickups at 330pm, the children are allowed free play with developmental toys such as puzzles, blocks, and Legos, all of which are kept within their reach.
  • Diapers are changed as needed throughout the day and records are kept of the changes. The younger children are put down to nap either in porta-cribs or on mats during the morning or afternoon hours as dictated by their individual schedules and the parents wishes. Hands-on computer training is planned once the center moves to its new location and space permits a computer center.
  • JavaNet will provide full access to email, WWW, FTP, Usenet and other Internet applications such as Telnet and Gopher. Printing, scanning, and introductory courses to the Internet will also be available to the customer. JavaNet will also provide customers with a unique and innovative environment for enjoying great coffee, specialty beverages, and bakery items.
  • JavaNet will provide its customers with full access to the Internet and common computer software and hardware. Some of the Internet and computing services available to JavaNet customers are listed below
  • Access to external POP3 email accounts.
  • Customers can sign up for a JavaNet email account. This account will be managed by JavaNet servers and accessible from computer systems outside the JavaNet network.
  • FTP, Telnet, Gopher, and other popular Internet utilities will be available.
  • Access to Netscape or Internet Explorer browser.
  • Access to laser and color printing.
  • Access to popular software applications like Adobe Photoshop and Microsoft Word.
  • JavaNet will also provide its customers with access to introductory Internet and email classes. These classes will be held in the afternoon and late in the evening. By providing these classes, JavaNet will build a client base familiar with its services. The computers, Internet access, and classes wouldn't mean half as much if taken out of the environment JavaNet will provide. Good coffee, specialty drinks, bakery goods, and a comfortable environment will provide JavaNet customers with a home away from home. A place to enjoy the benefits of computing in a comfortable and well-kept environment.
  • JavaNet will obtain computer support and Internet access from Bellevue Computers located in Eugene. Bellevue will provide the Internet connections, network consulting, and the hardware required to run the JavaNetwork. Allann Brothers will provide JavaNet with coffee equipment, bulk coffee, and paper supplies. At this time, a contract for the bakery items has not been completed. JavaNet is currently negotiating with Humble Bagel and the French Horn to fulfill the requirement.
  • JavaNet will invest in high-speed computers to provide its customers with a fast and efficient connection to the Internet. The computers will be reliable and fun to work with. JavaNet will continue to upgrade and modify the systems to stay current with communications technology. One of the main attractions associated with Internet cafes, is the state of the art equipment available for use. Not everyone has a Pentium PC in their home or office.
  • Industry analysis
  • Customers individual, business
  • Cite Sources!
  • Market background
  • Industry-wide information, trends
  • Local industry information, trends
  • Market capture and expectations
  • Social, economic, legal, technological issues
  • Customer definition, consistency
  • Individual customer demographics
  • Location, age, gender, occupation
  • Ethnic group, lifestyle, education, income
  • Business customer demographics
  • Sector, location, structure
  • Sales level, distribution classification, number of employees
  • The child care industry is an ever expanding segment of todays business world necessitated by the increase in families who have two working parents. In Anytown and the surrounding areas, these individuals are predominantly between the ages of 30 and 45 years old with a median age of 36.6. The majority have completed high school and many have varying degrees of college education. While the dual incomes (most families earn between 65,000 and 100,000) provide some disposable income, approximately 65 have at least two children under the age of sixteen. These people are wealthy enough to be able to afford day care, but unlikely to have live-in help.
  • Demographic research conducted uncovered the following
  • the population of children under the age of six years old is 5,307 within the surrounding three-mile radius
  • parents of these children seek quality daycare with extended hours to accommodate long work days and schedules
  • ABC Building Blocks will serve children under six years old, and open at 700am and remain open until 700pm. Parents can conveniently drop their children off on their way to work and pick them up on their way home.
  • Rule of Three for Competitive Study
  • Why your company is superior
  • Trends in competitive companies
  • Similar and dissimilar
  • SWOT (strengths, weaknesses, opportunities, threats)
  • Lessons learned
  • Advertising
  • Eye on the future
  • Competitive grid and explanation
  • The main competitors in the retail coffee segment are Cafe Paradisio, Full City, Coffee Corner and Allann Bros. These businesses are located in or near the downtown area, and target a similar segment to JavaNet's (i.e. educated, upwardly-mobile students and business people).
  • Competition from online service providers comes from locally-owned businesses as well as national firms. There are approximately eight, local, online service providers in Eugene. This number is expected to grow with the increasing demand for Internet access. Larger, online service providers, such as AOL and CompuServe are also a competitive threat to JavaNet. Due to the nature of the Internet, there are no geographical boundaries restricting competition.
  • Due to intense competition, cafe owners must look for ways to differentiate their place of business from others in order to achieve and maintain a competitive advantage. The founder of JavaNet realizes the need for differentiation and strongly believes that combining a cafe with complete Internet service is the key to success. The fact that no cyber-cafes are established in Eugene, presents JavaNet with a chance to enter the window of opportunity and enter into a profitable niche in the market.
  • JavaNet will be the first Internet cafe in Eugene. JavaNet will differentiate itself from the strictly-coffee cafes in Eugene by providing its customers with Internet and computing services.
  • Obtaining a profitable share of the entire marketplace
  • Product sellable aspects, brand image
  • Pricing cost-plus or economic value
  • JavaNet will position itself as an upscale coffee house and Internet service provider. It will serve high-quality coffee and espresso specialty drinks at a competitive price. Due to the number of cafes in Eugene, it is important that JavaNet sets fair prices for its coffee. JavaNet will use advertising as its main source of promotion. Ads placed in The Register Guard, Eugene Weekly, and the Emerald will help build customer awareness. Accompanying the ad will be a coupon for a free hour of Internet travel. Furthermore, JavaNet will give away three free hours of Internet use to beginners who sign up for an introduction to the Internet workshop provided by JavaNet.
  • Job descriptions of the decision makers
  • I do everything!
  • Compensation, benefits
  • Contribution and background as leverage to perform
  • Advisory board
  • Mr. Jarvis was born in Anytown, USA, and has lived there all his life. After graduating from local schools and serving in the US Navy for three years, he became a self-employed carpenter, taking night courses in small business management and sales at the University of California, with the aim of owning and managing a retail store. He currently serves on the local zoning board. He and his wife (a medical secretary) live in Anytown with their two children.
  • Mr. Bo was born in Utah, attended schools in Texas, Nebraska, and New York, and served four years in the Marines (rank upon separation E-3). He test-drove motorcycles for a year, then served as parts manager for Wheely Cycles, Inc. before joining the Fatback Fish Division of Tasty Foods as a packer in March 1989 in their East Machias, Maine, plant. In June 1996, he resigned as line foreman of the Frozen Food Filleting Department to join Mr. Jarvis in Finestkind. He is unmarried and lives in Anytown.
  • Both men are healthy and energetic. They believe their energies complement each other and help make Finestkind a success. In particular, Mr. Bo knows all of the fishermen while Mr. Jarvis is a well-known member of the community. Because Mr. Bo has had experience in cost control and line management, he will be responsible for the store and inventory control. Mr. Jarvis will be primarily responsible for developing the wholesale business. They will set policies together. Personnel decisions will be made jointly.
  • Salaries will be 1,500/ month for the first year to enable the business to pay off start-up costs. Mr. Jarvis wife earns enough to support their family Mr. Bos personal expenditures are low because he shares a house with five other men. In the second year they will earn 2,000/ month in the third year 2,500/ month with any profits returned to the business.
  • In order to augment their skills, they have enlisted the help of Harris and Wakeman (CPAs), James, Garvey, and Kippers (attorneys), and Jake Stemmer, a retired banker who will be on their advisor board. Other advisory board members are Steven Tessus, business consultant the University of Californias Venture Incubator Centers John Lawrence and Peter Shortt of FFFR (First For Fish Retailers). This board will provide ongoing management.
  • plant location, facilities needed, space requirements, capital equipment needed, labor requirements
  • If applicable purchasing policy, quality control program, inventory control system, production cost breakdown, subcontracts
  • Environmental and other issues
  • Further research and development
  • What is done vs. what is TO BE done
  • The Companys facilities will include a 120-foot live-aboard vessel designed specifically for diving. This vessel will include private rooms, restaurant-like meals, a photo lab, and a dive classroom for divers who want to brush up on dive techniques, and a medical room for treatment of any injuries that might be incurred. Also aboard is a jacuzzi and unlimited dry air supply for air tanks.
  • The land-based office will sit along the beach and have its own covered port for maintaining the vessel and keeping it in good condition when not underway. The office will be easily accessible on a paved road. The Company will carry thirty air tanks, thirty pairs of masks, fins, and snorkels, thirty weight belts, thirty BCUs, thirty regulators, and fifty pounds of weights. A number of different accessories will be for rent by the dive. Such accessories include underwater cameras, dive knives, underwater lights, and gloves, dive computers, and torpedos.
  • In order to maintain the quality of equipment, all of it, from the snorkel to the boat engine is inspected monthly by owners. Defective items will be returned to suppliers for a new product replacement. The air tanks will be checked yearly as required by law by a licensed technician.
  • All equipment will be hosed down with fresh water extensively after every dive to maintain its quality. Salt water will not remain on any equipment to be stored. The restaurant will maintain above standard health code regulations with an extensive cleaning of the all-aluminum kitchen.
  • To keep track of equipment, a weekly count will be taken of all equipment aboard the vessel. There will be a count before passengers board and before passengers leave.
  • Operations will be handled by the owners, by which a handout will be given to all hands daily as to what their assigned jobs will be. The assignments will be fairly routine from day to day. Before each dive, all divers will be surveyed, and given a thorough and illustrated briefing to clear up any confusion.
  • Four part-time hands will be hired at 15/ hour, for 20 hours per week each. Owners will cover the employee payroll requirements medicare, social security, workers compensation, unemployment, which will amount to an additional 4 per each employee hour worked. No medical benefits will be offered.
  • Sources of supply include Jamison Scuba and Water Lung (scuba equipment), Nighthawk Solutions (lighting equipment), Bahamas Boats (live-aboard vessel), and Harvey Foods (food).
  • The Company will purchase supplies in bulk to receive a discount on the merchandise. Bills will be paid off within ten days of arrival to take advantage of the 2 discount. All orders and payments are approved by owners.
  • Determine start up costs and estimate monthly operating costs to determine your working capital needs
  • THE PRIMARY EVALUATING TOOL
  • Support all information
  • Make conservative projections
  • Start-up Budget amount needed to open
  • Operating Budget ongoing expenses once open
  • Sources and Uses Sheet
  • Start up loans are very difficult to obtain
  • Chances are you have to rely on the funds you can personally raise
  • Grants?! Sidebar here
  • Matthew Lesko, NGC
  • Personal funds
  • Family/ friend loans and gifts
  • Angel investor
  • Venture capital
  • Personal loan
  • Business loan
  • Loan obtained from a financial institution, guaranteed by the SBA
  • Loans of various sizes
  • An excellent personal and business credit record
  • Adequate collateral
  • Cash investment generally 20-30 of total project
  • Experience in the business you are starting
  • A solid business plan
  • Personnel (costs prior to opening)
  • Occupancy (lease, rent, or mortgage)
  • Legal/ Professional Fees
  • Salary/ Wages
  • Payroll Expenses
  • Licenses/ Permits
  • Advertising/ Promotions
  • Lease/ Rent/ Mortgage
  • Loan Payments
  • Salaries/ Wages
  • Dues/ Subscriptions/ Fees
  • Repairs/ Maintenance
  • Depreciation
  • Payroll Taxes
  • Travel/ Entertainment
  • Miscellaneous
  • 3-6 Months of Operating Capital
  • Sources of funds
  • Details of requested financing
  • Supplemental materials
  • Resumes of management team
  • Past three years of tax returns
  • Current bank statements
  • Copies of existing loans or notes
  • Interim income statement and balance sheet
  • Personal financial statement
  • Copies of legal documents
  • Copies of potential contracts
  • Letters of reference
  • TOTAL PACKAGE FOR A LOAN APPLICATION
  • JavaNet, unlike a typical cafe, will provide a unique forum for communication and entertainment through the medium of the Internet. JavaNet is the answer to an increasing demand. The public wants (1) access to the methods of communication and volumes of information now available on the Internet, and (2) access at a cost they can afford and in such a way that they aren't socially, economically, or politically isolated. JavaNet's goal is to provide the community with a social, educational, entertaining, atmosphere for worldwide communication.
  • This business plan is prepared to obtain financing in the amount of 24,000. The supplemental financing is required to begin work on site preparation and modifications, equipment purchases, and to cover expenses in the first year of operations. Additional financing has already been secured in the form of (1) 24,000 from the Oregon Economic Development Fund (2) 19,000 of personal savings from owner Cale Bruckner (3) 36,000 from three investors (4) and 9,290 in the form of short-term loans.
  • Free One-on-One Counseling
  • SBDC Farmingdale, Hempstead, CW Post, Stony Brook call 631.420.2765 for appointment
  • www.sba.gov (small business resources)
  • www.incorporate.com, www.incorporatenow.com, www.mycorporation.com (information on incorporating, LLCs, sole proprietorships)
  • www.census.gov (Market research)
  • www.bplan.com (to browse sample plans for free)
  • www.farmingdale.edu/sbdc
  • Dmnews.com (statistics on direct marketing, trends, consumer behavior)
  • Clickz.com (online behavior stats)
  • Competia.com/express/index.html (trade association database)
  • Hoovers.com (info on industries, specific companies)
  • Proquest.com (article search)
  • Findarticles.com (article search)
  • http//sbdcnet.utsa.edu (marketing research)
  • NY Department of Labor Statistics
  • www.score.org (Service Corps of Retired Executives)

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Workshop Training Proposal Powerpoint Presentation Slides

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  1. 60+ Best Business Plan PowerPoint (PPT) Templates 2024

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  4. Workshop Agenda Showing Workshop Planning Execution And Post Workshop

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  5. Business Plan Presentation Template Ppt

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VIDEO

  1. Weiser Comprehensive Plan Workshop

  2. Business plan project

  3. General Plan Workshop 01-29-24

  4. Wake Up Wednesday

COMMENTS

  1. How to Create a Business Plan Presentation [Plus Templates]

    Slide 1: The Title Slide. This needs no explanation — it's your introductory page that should include your business's name, any slogan that you may have, and a logo as well (if it's ready). Don't forget to add your name to the slide. Since this is the first slide, it needs to be an impression maker.

  2. Business Plan Presentations: A Guide

    Business • September 27th, 2023. A vital element in today's highly competitive business landscape is the ability to craft and deliver a business plan presentation. This applies to both entrepreneurs and corporate leaders. This guide describes essential aspects required to build a business plan presentation and deliver it to stakeholders.

  3. Free Business Plan Google Slide and PowerPoint templates

    Download the 3D Printer Supplier Business Plan presentation for PowerPoint or Google Slides. Conveying your business plan accurately and effectively is the cornerstone of any successful venture. This template allows you to pinpoint essential elements of your operation while your audience will appreciate the clear and concise presentation ...

  4. 24 Best Business Plan PowerPoint Templates (To Use In 2024)

    Evolved - Business Plan PowerPoint Template for Free. 40+ total slides. for creative, education, or business presentation. one of the best fundraising presentations PPT. easily editable. vector-based icons. Explore all of these business plan presentation PPT examples. See how a polished, engaging presentation can captivate your audience.

  5. Top 10 Workshop Templates with Samples and Examples

    Template 4: Workshop Objectives PowerPoint Presentation . If you're in search of a comprehensive PPT Bundle dedicated to showcasing Workshop Objectives for a variety of training requirements, this resource is your ideal choice. Encompassing a wide range of programs, it is the perfect foundation for numerous workshops within your organization.

  6. How to Make a Compelling Business Plan Presentation: Tips and Free

    Pick a color that contrasts with those used in your business branding. Then use this color to present the problem. If you're struggling to pick the right contrast, take a look at the color wheel. Find your primary brand color. Then pick a contrast in the other half of the wheel, avoiding the one directly opposite.

  7. 13 Free Business Plan Powerpoint Templates To Get Now

    PPT file format. 16:9 aspect ratio. 100 business icons and high-quality vector graphics. Go to FREE DOWNLOAD. 2. Voodoo 2.5 Free Powerpoint Template with Animations. 10 slides in the free version: 5 presentation slides and 5 infographic slides. a modern, clean business design with smooth animations.

  8. How to Make a Business Plan Presentation? Guide

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

  9. Business Plan Powerpoint Templates and Google Slides Themes

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

  10. Top 25 Business Plan Free PowerPoint Templates to Help your Business

    This PPT slide can be used to depict the devised business strategy or your next move. Display how you develop your business brick by brick. Present the ways one can write the business plan to deliver an effective business strategy. The presenter can use this template to depict the elements of a strategic plan.

  11. Business Plan PowerPoint Templates

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

  12. 60+ Best Business Plan PowerPoint (PPT) Templates 2024

    Yellow Purple Business Plan PowerPoint Template. This PowerPoint template will allow you to design business plan slideshows for various brands and companies. It comes with a modern and stylish design that will effectively highlight your content. There are 30 unique slide layouts in this template.

  13. Business Plan Workshop

    The following presentation is a version from a business plan development workshop conducted by Biruwa Ventures at Thames College, Kathmandu on January 11, 2012. Biruwa conducts similar works on issues related to business in colleges across Nepal. If you are an entrepreneur in Nepal, this is a must see presentation for you.

  14. A step-by-step guide to planning a workshop

    A step-by-step guide to planning a workshop. Going from a mere idea to a workshop that delivers results for your clients can feel like a daunting task. In this piece, we will shine a light on all the work behind the scenes and help you learn how to plan a workshop from start to finish. On a good day, facilitation can feel like effortless magic ...

  15. Business Plan PowerPoint Templates & Google Slide

    This PPT is compatible with Google Slides which makes it accessible at once. It can be saved in various document formats such as JPEG, PNG or PDF. You can make the required changes in the templates like color, text and font size. These slides also support the standard (4:3) and widescreen (16:9) ratios.

  16. PDF Business Plan Preparation

    business management activity (i.e., annual update). •In new ventures it must be done prior to setting up any new business (+regular updates). A significant effort. •Business . Plan. is the outcome of business planning. A written document that describes how business goals will be achieved within a time period (1-5Y).

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