This outline is designed to be used with the Ibis business plan checklist and Castellan template business plan example as part of Ibis business plan training and business plan development.

This outline is for an established business – start up and early stage businesses require a different approach.

 

A.BACKGROUND: WHERE ARE WE?

 

1. Purpose of the plan

2. MIS /ad-hoc/ daily/ current/ monthly/ quarterly/planning/ information flow map/ information overload/ forecast grid

3. Planning horizon

4. Business model/ management overview

5. Critical success factors

6. Market drivers/ company alignment

7. Competitive analysis/ dimensions of competitive advantage/ other operators/ sector contribution/ product contribution/ pricing/ customer satisfaction/ product advantage/ Pareto’s Law/ POD score

8. Core competence

9. Focus

10. Current organization/ SBU design/subsidiary control analysis/ decision making/ knowledge centers/ budgeting method/ key staff/ contract terms / industrial relations/ regulatory relations/ community relations/ health and safety

11. Corporate governance

12. Environmental audit/ Carbon footprint chart/ Recycling chart

13. Risk analysis

14. Successes, failures, lessons learnt

15. Previous plan review/ legacy issues/forecast error

16. Advisors

17. Tax plan

 

B.STRATEGY: WHERE DO WE WANT TO BE?

 

18. Vision statement

19. Balanced scorecard

20. Organizational forecast/ organogram/ organizational dynamics

21. Strategy/ portfolio analysis/ SWOT/ TOWS/ value chain/ golden circle/ implementation routes/ strategic fit/ capital allocation/ investment appraisal/ cash management policy/ location/ cost base

22. Administrative knowledge centre/ strategy & plan/ risk profile/ legacy/ key performance indicators and benchmarks/ MIS/ reference material/ software/ action plan/ budget / cost base/ trade offs / standard operating procedures / quality circles /creativity / design for operational efficiency / complaints/ contingency plan/ training/ stakeholder relations/ KISS & SCORE

23. Finance knowledge centre/ strategy & plan / risk profile/ legacy/ key performance indicators and benchmarks/ MIS/  reference material/ software/ action plan/ budget / cost base/ trade offs / standard operating procedures / quality circles / creativity /design for operational efficiency / complaints/ contingency plan/ training/ stakeholder relations/ KISS & SCORE

24. Marketing and sales knowledge centre/ strategy & plan / risk profile/ legacy/ key performance indicators and benchmarks/ MIS/ reference material/ software/ action plan/ budget / cost base/ trade offs / standard operating procedures / quality circles / creativity /design for operational efficiency / complaints/ contingency plan/ training/ stakeholder relations/ KISS & SCORE

25. Personnel knowledge centre/ strategy & plan / risk profile/ legacy/ key performance indicators and benchmarks/ MIS/ reference material/ software/ action plan/ budget / cost base/ trade offs / standard operating procedures / quality circles / creativity /design for operational efficiency / complaints/ contingency plan/ training/ stakeholder relations/ KISS & SCORE

26. Production knowledge centre/ strategy & plan / risk profile/ legacy/ key performance indicators and benchmarks/ MIS/  reference material/ software/ action plan/ budget / cost base/ trade offs / standard operating procedures / quality circles / creativity /design for operational efficiency / complaints/ contingency plan/ training/ stakeholder relations/ KISS & SCORE

27. New product development knowledge centre/ strategy & plan / risk profile/ legacy/ key performance indicators and benchmarks/ MIS/ reference material/ software/ action plan/ budget / cost base/ trade offs / standard operating procedures / quality circles / creativity /design for operational efficiency / complaints/ contingency plan/ training/ stakeholder relations/ KISS & SCORE

28. IT knowledge centre/ information flow map/ strategy & plan / risk profile/ legacy/ key performance indicators and benchmarks/ MIS/ reference material/ software/ action plan/ budget / cost base/ trade offs / standard operating procedures / quality circles / creativity /design for operational efficiency / complaints/ contingency plan/ training/ stakeholder relations/ KISS & SCORE

 

C.IMPLEMENTATION: HOW ARE WE GOING TO GET THERE?

 

29. Assumptions

30. Forecast case/ Forecasting techniques/ Competitive reaction/ Entrants/Substitutes

31. Key segments/ Segment investment review / Transition planning/ Retention plan

32. Key customers/ Customer investment review / Transition planning/ Retention plan

33. Key products/ Product investment review / Transition planning

34. Key regions/ Region investment review / Transition planning/ Retention plan

35. Key suppliers/ Supplier investment review / Transition planning/ Retention plan

36. Key employees/ PDP/ succession planning

37. Key costs/ Abacus principle

38. Key projects

39. Key stakeholders/ retention plan

40. Prioritization

41. Communication/ General attitudes / ISS/ Sponsorship/ Charitable giving/ Dividend policy/ External validation

42. Major action plan/ Project components/ Critical path/ Plan supervision/ Investment case summary

43. Cash flow/ accounting principles / sensitivity analysis/ funding structure/ FCF chart/ internal competition

44. Funding plan/ source and application of funds/ cost of capital

45. Profit and loss/Gross profit chart

46. Balance sheet/ Net assets chart/ Common good

47. Risk reduction summary

48. Contingency plan summary

49. Reality check

 

50. Appendix

 

Business Plan SOP

A comprehensive, easy to use 188 page manual containing scores of worksheets and notes. The contents follow the business plan outline, and have been rigorously tested during years of training throughout the world. The Ibis business plan manual is delivered in Word format, so that users can complete the worksheets and transfer them into the body of their own business plan.