Strategy / B. Plan Designing

80% Businesses plunge due to weak planning, 0 Money Management and most of it not having a proper business model/Plan in writing. We are an experienced Strategy and planning Consultant. We advise our clients on the best strategies to grow their business. We have clientele from SME’s, NGO’s and in Politics too. Business planning is not just a regular task for us, it is a hobby of ours. Where we enjoy in thinking and elaborate about B. design/model for hours.

  1. Strategy Key points
  • Provide insight on effective planning strategies.
  • Evaluate existing documents, including vision, mission statement, and the business plan to assess the company position.
  • Promote internal change campaigns to notify employees of changes and engender buy-in from critical personnel.
  • Develop a rubric for a leadership decision-making process.
  • Identify and develop strategies to help leverage critical capabilities.
  • Determine growth strategy by evaluating current opportunities in the market and identifying potential revenue streams.
  • Write business documents and reports to show progress towards established goals.
  • Strong analytical thinking and creative problem solving.

Type of Strategies

  • Corporate Strategy
  • Competitive Strategy/ Business Level Strategy
  • Functional Strategy
  • Marketing Strategy
  • Financial Strategy
  • Operations Functional Strategy
  • Human Resource Functional Strategy
  • IT Strategy
  • B. Transformation Strategy

Business Plan Format

Create a Business Plan

A business plan is a formal statement of a set of business goals, the reasons why they are believed to be attainable, and the plan for reaching these goals.

The information provided here is for external stakeholders- for example a bank (if you are approaching them for finance), venture capital firm, a private equity firm and any others from whom you seek investment or a loan.

Content of a Business Plan

Before reading this section, please do note that the content provided here is just for guidance purposes. Your business is unique and your plan should reflect this fact. The content here is not specific to any type of business.

The material provided here is to guide you on what aspects to consider when preparing a business plan.

Executive Summary

A business plan should contain an executive summary. This summarizes the key points of a business plan. If you are approaching a bank for a loan, or a venture capital firm for investment, you must include the following points:

  • Company Information: Name, Proposed legal structure, minority and majority investors. We have provided a section on Forms of Business Organisation for your information. We also have a section on Legal Basics to help you better understand the legal environment.
  • Brief description of project
  • Amount and length of loan (if approaching a bank)
  • Amount of investment required (if approaching a venture capital firm)
  • Show that the company can pay the bank back by including details on:
    • Past financial performance
    • Future revenue streams
    • Any contracts that build some confidence on future revenue streams
  • Terminal value (for venture capital firms)
  • Description of market opportunity and how the company seeks to take advantage of this opportunity.

Background Information

Some information may be included in the executive summary (mentioned above) and details may be provided in this section.

Current Status of Company:

Some information you may want to include-

  • Number of employees, annual sales figures, key product lines
  • Current stage of development (for start-ups)
  • Corporate structure-
    • Sole proprietorship
    • Partnership
    • Limited Liability Partnership
    • Private Limited
    • Public Limited

History of company

You may want to include the founding date, major successes and strategically valuable learning experiences.

A profile of the management team

Talk about the owners, board members, promoters (in case of venture capital funding), partners and other key positions in your company.

Marketing Plan

Usually, a marketing plan has five objectives.


Here you should seek to differentiate your product from its substitutes. Questions such as why your product is better, how will customers adapt to your new product (any switching costs involved) should be answered here.


How will you price your new product, and pricing strategy should be included here.

To be Continue…

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