Everything that you need to know to start your own business. From business ideas to researching the competition.

Practical and real-world advice on how to run your business — from managing employees to keeping the books.

Our best expert advice on how to grow your business — from attracting new customers to keeping existing customers happy and having the capital to do it.

Entrepreneurs and industry leaders share their best advice on how to take your company to the next level.

  • Business Ideas
  • Human Resources
  • Business Financing
  • Growth Studio
  • Ask the Board

Looking for your local chamber?

Interested in partnering with us?

Start » startup, smart strategies for presenting your business plan.

Whether you're pitching investors or applying for a bank loan, it's important to nail your business plan presentation. Here are some tips for crafting and presenting yours.

 woman giving presentation to other professionals

For entrepreneurs who plan to apply for funding or raise investor capital, it's essential to write a solid business plan before launching a business . This document outlines the most important details about your new venture — including your mission, your founding team, your market research and, most importantly, your financial projections.

Once your business plan is written, you may be asked to present it in a variety of circumstances. Much like a professional resume, your plan will need to be tailored and tweaked to appeal to the specific audience you're trying to reach.

Whether you're preparing to write your first plan or refining your existing one, here are some expert-recommended tips for successfully presenting it to anyone who's evaluating your business.

When will you need to present your business plan?

A business plan should contain in-depth details about your business's market, revenue strategy and company structure to communicate the big picture, said Gerald Padilla, vice president of sales and marketing at Joorney Business Plans . The most common circumstances where you'll need to present your plan include:

  • Applying for a business loan, especially through a bank or the Small Business Administration .
  • Pitching investors and board members.
  • Renting a commercial space.

Matthew Wolf, head of advisory and senior consultant for Joorney Business Plans, said that even if your business plan is just an internal document for now, writing one forces you to think critically about how your business will achieve success, while also keeping you accountable.

[Read: 5 Business Plan Templates to Help You Plan for Success . ]

You should be able to clearly state who you are, what you do and why you are relevant.

David Reiling, CEO of Sunrise Banks

Crafting the right business plan for your audience

If you want your business plan to be effective, you should customize and tailor it to the audience you're pitching, said Padilla.

"It's impossible to be everything to everyone," added David Reiling, CEO of Sunrise Banks . "You should be able to clearly state who you are, what you do and why you are relevant."

Here are a few tips to help you do just that.

  • Lenders. Banks and the SBA require specific information in their business plan in order to approve a loan , said Padilla. It's important to understand those requirements and address each one within your business plan. "Debt providers are interested in your cash flow being sufficient to cover the principal and interest of the loan for the term," added Wolf.
  • Investors. In general, said Wolf, equity investors are interested in returns on investment, as well as debt coverage, which affects free cash flow and returns on investment. However, some investors may also be attracted to different aspects of your business. "Some may be endeared to the product or service concept, while others may invest in the team or CEO because they see the value in their qualities," Padilla told CO—. "Be sure to understand the investors you may be presenting to and their interests."
  • Landlords. Padilla noted that the potential landlord of a commercial space may ask for a business plan to understand the type of venture the business owner is proposing for use within the lease space. "They want to get clear details of the applicant's business activity before they accept the potential tenant's lease application," he said.

How to present your business plan

Regardless of your audience, there are a few key things to keep in mind when preparing to present your business plan.

First and foremost, you should ensure that all information included is credible and error-free.

"You want the business plan to reflect your professionalism and add to your credibility," said Padilla. "When using statistics, facts or figures, always cite the source of the data to support your ideas."

[Read: How to Write a Great Business Plan . ]

Reiling noted that you'll want to keep your plan simple so you can present it easily. Consulting resources like the SBA and SCORE can help you strike the right balance between simplicity and providing enough relevant information, he said.

"Bigger isn't necessarily better," Reiling added. "It's the content that matters."

On that note, Wolf advised making your plan as engaging as possible so you can capture the attention of the audience from the beginning.

"Be sure to have a clear go-to-market strategy and think deeply on your business's true competitive advantages," he said.

Finally, be sure to review your plan before each presentation to ensure you're providing the most accurate, up-to-date information on your business and its progress.

"Business plans should be living documents that are revisited and changed to reflect where a business is versus where it projected it would be," said Reiling. "It's the roadmap for a business."

CO— aims to bring you inspiration from leading respected experts. However, before making any business decision, you should consult a professional who can advise you based on your individual situation.

CO—is committed to helping you start, run and grow your small business. Learn more about the benefits of small business membership in the U.S. Chamber of Commerce, here .

Next Event: Tax Filing Tips!

Join us on Thursday, February 22, at 12 pm ET for the first episode of our expert series, Ready. Set. Scale.: Smart Tax Tips for a Stress-Free Filing. We will have seasoned leaders offering actionable tips to help minimize the stressors of tax time for small businesses.

Subscribe to our newsletter, Midnight Oil

Expert business advice, news, and trends, delivered weekly

By signing up you agree to the CO— Privacy Policy. You can opt out anytime.

For more business preparation

Micro-business vs. startup: what’s the difference, micro businesses: what are they and how do you start one, how to use ai tools to write a business plan.

By continuing on our website, you agree to our use of cookies for statistical and personalisation purposes. Know More

Welcome to CO—

Designed for business owners, CO— is a site that connects like minds and delivers actionable insights for next-level growth.

U.S. Chamber of Commerce 1615 H Street, NW Washington, DC 20062

Social links

Looking for local chamber, stay in touch.

Step-by-Step Guide to Writing a Simple Business Plan

By Joe Weller | October 11, 2021

  • Share on Facebook
  • Share on Twitter
  • Share on LinkedIn

Link copied

A business plan is the cornerstone of any successful company, regardless of size or industry. This step-by-step guide provides information on writing a business plan for organizations at any stage, complete with free templates and expert advice. 

Included on this page, you’ll find a step-by-step guide to writing a business plan and a chart to identify which type of business plan you should write . Plus, find information on how a business plan can help grow a business and expert tips on writing one .

What Is a Business Plan?

A business plan is a document that communicates a company’s goals and ambitions, along with the timeline, finances, and methods needed to achieve them. Additionally, it may include a mission statement and details about the specific products or services offered.

A business plan can highlight varying time periods, depending on the stage of your company and its goals. That said, a typical business plan will include the following benchmarks:

  • Product goals and deadlines for each month
  • Monthly financials for the first two years
  • Profit and loss statements for the first three to five years
  • Balance sheet projections for the first three to five years

Startups, entrepreneurs, and small businesses all create business plans to use as a guide as their new company progresses. Larger organizations may also create (and update) a business plan to keep high-level goals, financials, and timelines in check.

While you certainly need to have a formalized outline of your business’s goals and finances, creating a business plan can also help you determine a company’s viability, its profitability (including when it will first turn a profit), and how much money you will need from investors. In turn, a business plan has functional value as well: Not only does outlining goals help keep you accountable on a timeline, it can also attract investors in and of itself and, therefore, act as an effective strategy for growth.

For more information, visit our comprehensive guide to writing a strategic plan or download free strategic plan templates . This page focuses on for-profit business plans, but you can read our article with nonprofit business plan templates .

Business Plan Steps

The specific information in your business plan will vary, depending on the needs and goals of your venture, but a typical plan includes the following ordered elements:

  • Executive summary
  • Description of business
  • Market analysis
  • Competitive analysis
  • Description of organizational management
  • Description of product or services
  • Marketing plan
  • Sales strategy
  • Funding details (or request for funding)
  • Financial projections

If your plan is particularly long or complicated, consider adding a table of contents or an appendix for reference. For an in-depth description of each step listed above, read “ How to Write a Business Plan Step by Step ” below.

Broadly speaking, your audience includes anyone with a vested interest in your organization. They can include potential and existing investors, as well as customers, internal team members, suppliers, and vendors.

Do I Need a Simple or Detailed Plan?

Your business’s stage and intended audience dictates the level of detail your plan needs. Corporations require a thorough business plan — up to 100 pages. Small businesses or startups should have a concise plan focusing on financials and strategy.

How to Choose the Right Plan for Your Business

In order to identify which type of business plan you need to create, ask: “What do we want the plan to do?” Identify function first, and form will follow.

Use the chart below as a guide for what type of business plan to create:

Is the Order of Your Business Plan Important?

There is no set order for a business plan, with the exception of the executive summary, which should always come first. Beyond that, simply ensure that you organize the plan in a way that makes sense and flows naturally.

The Difference Between Traditional and Lean Business Plans

A traditional business plan follows the standard structure — because these plans encourage detail, they tend to require more work upfront and can run dozens of pages. A Lean business plan is less common and focuses on summarizing critical points for each section. These plans take much less work and typically run one page in length.

In general, you should use a traditional model for a legacy company, a large company, or any business that does not adhere to Lean (or another Agile method ). Use Lean if you expect the company to pivot quickly or if you already employ a Lean strategy with other business operations. Additionally, a Lean business plan can suffice if the document is for internal use only. Stick to a traditional version for investors, as they may be more sensitive to sudden changes or a high degree of built-in flexibility in the plan.

How to Write a Business Plan Step by Step

Writing a strong business plan requires research and attention to detail for each section. Below, you’ll find a 10-step guide to researching and defining each element in the plan.

Step 1: Executive Summary

The executive summary will always be the first section of your business plan. The goal is to answer the following questions:

  • What is the vision and mission of the company?
  • What are the company’s short- and long-term goals?

See our  roundup of executive summary examples and templates for samples. Read our executive summary guide to learn more about writing one.

Step 2: Description of Business

The goal of this section is to define the realm, scope, and intent of your venture. To do so, answer the following questions as clearly and concisely as possible:

  • What business are we in?
  • What does our business do?

Step 3: Market Analysis

In this section, provide evidence that you have surveyed and understand the current marketplace, and that your product or service satisfies a niche in the market. To do so, answer these questions:

  • Who is our customer? 
  • What does that customer value?

Step 4: Competitive Analysis

In many cases, a business plan proposes not a brand-new (or even market-disrupting) venture, but a more competitive version — whether via features, pricing, integrations, etc. — than what is currently available. In this section, answer the following questions to show that your product or service stands to outpace competitors:

  • Who is the competition? 
  • What do they do best? 
  • What is our unique value proposition?

Step 5: Description of Organizational Management

In this section, write an overview of the team members and other key personnel who are integral to success. List roles and responsibilities, and if possible, note the hierarchy or team structure.

Step 6: Description of Products or Services

In this section, clearly define your product or service, as well as all the effort and resources that go into producing it. The strength of your product largely defines the success of your business, so it’s imperative that you take time to test and refine the product before launching into marketing, sales, or funding details.

Questions to answer in this section are as follows:

  • What is the product or service?
  • How do we produce it, and what resources are necessary for production?

Step 7: Marketing Plan

In this section, define the marketing strategy for your product or service. This doesn’t need to be as fleshed out as a full marketing plan , but it should answer basic questions, such as the following:

  • Who is the target market (if different from existing customer base)?
  • What channels will you use to reach your target market?
  • What resources does your marketing strategy require, and do you have access to them?
  • If possible, do you have a rough estimate of timeline and budget?
  • How will you measure success?

Step 8: Sales Plan

Write an overview of the sales strategy, including the priorities of each cycle, steps to achieve these goals, and metrics for success. For the purposes of a business plan, this section does not need to be a comprehensive, in-depth sales plan , but can simply outline the high-level objectives and strategies of your sales efforts. 

Start by answering the following questions:

  • What is the sales strategy?
  • What are the tools and tactics you will use to achieve your goals?
  • What are the potential obstacles, and how will you overcome them?
  • What is the timeline for sales and turning a profit?
  • What are the metrics of success?

Step 9: Funding Details (or Request for Funding)

This section is one of the most critical parts of your business plan, particularly if you are sharing it with investors. You do not need to provide a full financial plan, but you should be able to answer the following questions:

  • How much capital do you currently have? How much capital do you need?
  • How will you grow the team (onboarding, team structure, training and development)?
  • What are your physical needs and constraints (space, equipment, etc.)?

Step 10: Financial Projections

Apart from the fundraising analysis, investors like to see thought-out financial projections for the future. As discussed earlier, depending on the scope and stage of your business, this could be anywhere from one to five years. 

While these projections won’t be exact — and will need to be somewhat flexible — you should be able to gauge the following:

  • How and when will the company first generate a profit?
  • How will the company maintain profit thereafter?

Business Plan Template

Business Plan Template

Download Business Plan Template

Microsoft Excel | Smartsheet

This basic business plan template has space for all the traditional elements: an executive summary, product or service details, target audience, marketing and sales strategies, etc. In the finances sections, input your baseline numbers, and the template will automatically calculate projections for sales forecasting, financial statements, and more.

For templates tailored to more specific needs, visit this business plan template roundup or download a fill-in-the-blank business plan template to make things easy. 

If you are looking for a particular template by file type, visit our pages dedicated exclusively to Microsoft Excel , Microsoft Word , and Adobe PDF business plan templates.

How to Write a Simple Business Plan

A simple business plan is a streamlined, lightweight version of the large, traditional model. As opposed to a one-page business plan , which communicates high-level information for quick overviews (such as a stakeholder presentation), a simple business plan can exceed one page.

Below are the steps for creating a generic simple business plan, which are reflected in the template below .

  • Write the Executive Summary This section is the same as in the traditional business plan — simply offer an overview of what’s in the business plan, the prospect or core offering, and the short- and long-term goals of the company. 
  • Add a Company Overview Document the larger company mission and vision. 
  • Provide the Problem and Solution In straightforward terms, define the problem you are attempting to solve with your product or service and how your company will attempt to do it. Think of this section as the gap in the market you are attempting to close.
  • Identify the Target Market Who is your company (and its products or services) attempting to reach? If possible, briefly define your buyer personas .
  • Write About the Competition In this section, demonstrate your knowledge of the market by listing the current competitors and outlining your competitive advantage.
  • Describe Your Product or Service Offerings Get down to brass tacks and define your product or service. What exactly are you selling?
  • Outline Your Marketing Tactics Without getting into too much detail, describe your planned marketing initiatives.
  • Add a Timeline and the Metrics You Will Use to Measure Success Offer a rough timeline, including milestones and key performance indicators (KPIs) that you will use to measure your progress.
  • Include Your Financial Forecasts Write an overview of your financial plan that demonstrates you have done your research and adequate modeling. You can also list key assumptions that go into this forecasting. 
  • Identify Your Financing Needs This section is where you will make your funding request. Based on everything in the business plan, list your proposed sources of funding, as well as how you will use it.

Simple Business Plan Template

Simple Business Plan Template

Download Simple Business Plan Template

Microsoft Excel |  Microsoft Word | Adobe PDF  | Smartsheet

Use this simple business plan template to outline each aspect of your organization, including information about financing and opportunities to seek out further funding. This template is completely customizable to fit the needs of any business, whether it’s a startup or large company.

Read our article offering free simple business plan templates or free 30-60-90-day business plan templates to find more tailored options. You can also explore our collection of one page business templates . 

How to Write a Business Plan for a Lean Startup

A Lean startup business plan is a more Agile approach to a traditional version. The plan focuses more on activities, processes, and relationships (and maintains flexibility in all aspects), rather than on concrete deliverables and timelines.

While there is some overlap between a traditional and a Lean business plan, you can write a Lean plan by following the steps below:

  • Add Your Value Proposition Take a streamlined approach to describing your product or service. What is the unique value your startup aims to deliver to customers? Make sure the team is aligned on the core offering and that you can state it in clear, simple language.
  • List Your Key Partners List any other businesses you will work with to realize your vision, including external vendors, suppliers, and partners. This section demonstrates that you have thoughtfully considered the resources you can provide internally, identified areas for external assistance, and conducted research to find alternatives.
  • Note the Key Activities Describe the key activities of your business, including sourcing, production, marketing, distribution channels, and customer relationships.
  • Include Your Key Resources List the critical resources — including personnel, equipment, space, and intellectual property — that will enable you to deliver your unique value.
  • Identify Your Customer Relationships and Channels In this section, document how you will reach and build relationships with customers. Provide a high-level map of the customer experience from start to finish, including the spaces in which you will interact with the customer (online, retail, etc.). 
  • Detail Your Marketing Channels Describe the marketing methods and communication platforms you will use to identify and nurture your relationships with customers. These could be email, advertising, social media, etc.
  • Explain the Cost Structure This section is especially necessary in the early stages of a business. Will you prioritize maximizing value or keeping costs low? List the foundational startup costs and how you will move toward profit over time.
  • Share Your Revenue Streams Over time, how will the company make money? Include both the direct product or service purchase, as well as secondary sources of revenue, such as subscriptions, selling advertising space, fundraising, etc.

Lean Business Plan Template for Startups

Lean Business Plan Templates for Startups

Download Lean Business Plan Template for Startups

Microsoft Word | Adobe PDF

Startup leaders can use this Lean business plan template to relay the most critical information from a traditional plan. You’ll find all the sections listed above, including spaces for industry and product overviews, cost structure and sources of revenue, and key metrics, and a timeline. The template is completely customizable, so you can edit it to suit the objectives of your Lean startups.

See our wide variety of  startup business plan templates for more options.

How to Write a Business Plan for a Loan

A business plan for a loan, often called a loan proposal , includes many of the same aspects of a traditional business plan, as well as additional financial documents, such as a credit history, a loan request, and a loan repayment plan.

In addition, you may be asked to include personal and business financial statements, a form of collateral, and equity investment information.

Download free financial templates to support your business plan.

Tips for Writing a Business Plan

Outside of including all the key details in your business plan, you have several options to elevate the document for the highest chance of winning funding and other resources. Follow these tips from experts:.

  • Keep It Simple: Avner Brodsky , the Co-Founder and CEO of Lezgo Limited, an online marketing company, uses the acronym KISS (keep it short and simple) as a variation on this idea. “The business plan is not a college thesis,” he says. “Just focus on providing the essential information.”
  • Do Adequate Research: Michael Dean, the Co-Founder of Pool Research , encourages business leaders to “invest time in research, both internal and external (market, finance, legal etc.). Avoid being overly ambitious or presumptive. Instead, keep everything objective, balanced, and accurate.” Your plan needs to stand on its own, and you must have the data to back up any claims or forecasting you make. As Brodsky explains, “Your business needs to be grounded on the realities of the market in your chosen location. Get the most recent data from authoritative sources so that the figures are vetted by experts and are reliable.”
  • Set Clear Goals: Make sure your plan includes clear, time-based goals. “Short-term goals are key to momentum growth and are especially important to identify for new businesses,” advises Dean.
  • Know (and Address) Your Weaknesses: “This awareness sets you up to overcome your weak points much quicker than waiting for them to arise,” shares Dean. Brodsky recommends performing a full SWOT analysis to identify your weaknesses, too. “Your business will fare better with self-knowledge, which will help you better define the mission of your business, as well as the strategies you will choose to achieve your objectives,” he adds.
  • Seek Peer or Mentor Review: “Ask for feedback on your drafts and for areas to improve,” advises Brodsky. “When your mind is filled with dreams for your business, sometimes it is an outsider who can tell you what you’re missing and will save your business from being a product of whimsy.”

Outside of these more practical tips, the language you use is also important and may make or break your business plan.

Shaun Heng, VP of Operations at Coin Market Cap , gives the following advice on the writing, “Your business plan is your sales pitch to an investor. And as with any sales pitch, you need to strike the right tone and hit a few emotional chords. This is a little tricky in a business plan, because you also need to be formal and matter-of-fact. But you can still impress by weaving in descriptive language and saying things in a more elegant way.

“A great way to do this is by expanding your vocabulary, avoiding word repetition, and using business language. Instead of saying that something ‘will bring in as many customers as possible,’ try saying ‘will garner the largest possible market segment.’ Elevate your writing with precise descriptive words and you'll impress even the busiest investor.”

Additionally, Dean recommends that you “stay consistent and concise by keeping your tone and style steady throughout, and your language clear and precise. Include only what is 100 percent necessary.”

Resources for Writing a Business Plan

While a template provides a great outline of what to include in a business plan, a live document or more robust program can provide additional functionality, visibility, and real-time updates. The U.S. Small Business Association also curates resources for writing a business plan.

Additionally, you can use business plan software to house data, attach documentation, and share information with stakeholders. Popular options include LivePlan, Enloop, BizPlanner, PlanGuru, and iPlanner.

How a Business Plan Helps to Grow Your Business

A business plan — both the exercise of creating one and the document — can grow your business by helping you to refine your product, target audience, sales plan, identify opportunities, secure funding, and build new partnerships. 

Outside of these immediate returns, writing a business plan is a useful exercise in that it forces you to research the market, which prompts you to forge your unique value proposition and identify ways to beat the competition. Doing so will also help you build (and keep you accountable to) attainable financial and product milestones. And down the line, it will serve as a welcome guide as hurdles inevitably arise.

Streamline Your Business Planning Activities with Real-Time Work Management in Smartsheet

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

Discover why over 90% of Fortune 100 companies trust Smartsheet to get work done.

The Easy Guide to Making a Business Plan Presentation

pop-out-icon

Failing to plan is planning to fail.

That’s why a business plan is crucial to your business. If you want to make sure that the promising business idea in your head is feasible, you have to start with a business plan .

Visuals make anything easier to understand. That’s why including them in your business plan presentation is a foolproof way to ensure that it’s readily welcomed by your audience and digested without confusion.

By no means is this business plan template limited to presentations; you can also include these diagrams in your business plan documents to make them more readable.

Following are downloadable Simple Business Plan Templates

  • Business Plan Template PDF
  • Business Plan Template Word
  • Business Plan Template PowerPoint

What is a Business Plan?

Benefits of using a business plan presentation, executive summary, company profile, customer profiles.

  • Perpetual Map
  • Porter’s Five Forces

SWOT Analysis

Pest analysis, competitor profile.

  • Competitive Intelligence

Marketing and Sales Strategies

Organizational structure and management, product canvas, value proposition canvas.

  • Financial plan

Common Mistakes to Avoid When Creating a Business Plan Presentation

Faqs about business plan presentations, want to extend the guide to creating a business plan presentation.

Let’s start by clarifying the business plan definition.

A business plan is a document that describes your business in terms of what it does, the products and services it offers, your business strategy and business goals, and your action plan outlining how you plan to achieve your goals and earn money.

The main purposes of a business plan are to

  • Show the future financial performance of the company and its economic situation for the owners and investors.
  • Help identify risks that may affect the growth of the company and provide strategies to overcome them.
  • Help make predictions about market trends, competitor behavior, customer requirements and define and prioritize key business objectives .
  • Serve as a key resource for developing budgets

Clarity and Communication

A business plan presentation helps you communicate your business idea, goals, and strategies with clarity. It allows you to distill complex information into concise and visually appealing slides, making it easier for your audience to understand and grasp the key points. Presenting your business plan in a structured and organized manner enhances clarity and ensures that your message is effectively communicated.

Engaging and Persuasive

A well-designed and well-delivered business plan presentation can be highly engaging and persuasive. By using visual aids, such as graphs, charts, and images, you can capture the attention of your audience and create a memorable impact. Effective storytelling and compelling visuals can help you convey the value proposition of your business, showcase market opportunities, and convince investors, stakeholders, or potential partners to support your venture.

Feedback and Interaction

Presenting your business plan allows you to receive immediate feedback and engage in discussions with your audience. This feedback can be invaluable in refining your business strategy , identifying potential gaps or weaknesses, and addressing questions or concerns. The interactive nature of a presentation enables you to have a dialogue, gather insights, and build relationships with key stakeholders. It also provides an opportunity to demonstrate your expertise, passion, and confidence, which can further strengthen your credibility and increase the likelihood of securing support or funding for your business.

The Key Elements of a Business Plan

A business plan should contain the following key components.

  • Executive summary
  • Company profile
  • Market analysis
  • Marketing and sales strategies
  • Organizational structure and management
  • Services and products

Although this comes first, it’s smarter to write it at the end. The executive summary of your business plan should explain what is great about your business model and its products or services.

It should be concise and appealing to the reader. And it’s easier to write a meaningful summary once you have filled in the rest of your plan.

Your company profile should provide details on,

  • Company history
  • Overview of the company
  • Mission Statement
  • Key resources
  • Business contact information
  • Products or services
  • Location details
  • The market you serve
  • Your key customers
  • The customer issue you seek to solve

All these details can be presented in a much nicer way with an infographic like the one below. It’s easier to read and understand and more compact and clearer than paragraphs of detail.

Company Profile Template

Market Analysis

Through a market analysis , you can find enough detail to define your target market, its size, customer segments, and their needs.

Your market analysis should also include a competitor analysis, where you will research your key competitors in terms of their influence in the market, their strengths and weaknesses, the threats they pose to you, their products and services, their pricing plans, their marketing strategies etc.

Some visual techniques you can use in this section to present your data are

These aptly summarize all your findings on your customers such as their demographic details, jobs, responsibilities, needs, challenges etc.

Customer Profile Template for Business Plan

Perceptual Map

This tool helps you depict and analyze how your (potential) target customer perceives the brands or products of your competitors. It helps you make sense of your product or service’s competitive positioning through the survey data at your hand.

Perceptual Map for Business Plan

Porter’s Five Forces

This tool is used to assess your business competitive strength and position against your competitors. Using it you can understand whether your new product or service is profitable.

Porters Five Forces Template for Business Plan

SWOT analysis is a great way to determine the strengths and weaknesses of your competitors and the opportunities and threats they bring to you within the industry. You can also use it to assess the capabilities of your own company.

SWOT Analysis Template for Business Plan

More on SWOT Analysis: What, Why and How to Use Them Effectively

PEST stands for Political, Economic, Socio-Cultural and Technological factors. It’s a great way to examine how the external forces in your market can impact your company. It will also help you shape your marketing strategy and develop your risk management plan.

PEST Analysis Example

View More More on SWOT Analysis: PEST Analysis Tools

All the details you have gathered on your competitors, such as their sales numbers, strategies, partners, suppliers etc. can be organized here. It’s a great way to prepare your competitor analysis data to be added to your business plan presentation.

Competitor Profile Template for Business Plan

View More Competitor Analysis Tools

Competitive Intelligence Mind Map

Or you can convey these data in a mind map. You can use Creately Viewer to add this to your online documents, websites, intranet, Wiki, or business plan presentations. This way you can view any links included in the mind map and navigate through it easily.

Competitor Intelligence Mind Map Template

You can learn how to use these tools along with other useful techniques in more detail in;

View More Market Strategy Planning Tools

This is where you outline how you plan to market and sell your product. It’s easier to do now as you have extensive knowledge about your market, target customer and your competitors.

With your marketing strategy, you have to consider factors like your marketing or communication channels, marketing goals, marketing budgets, resources etc.

With your sales plan , pay attention to your sales targets, sales tools, resources etc.

You can use mind maps to visualize all this data to your audience. You can either use two mind maps to outline your sales and marketing strategies separately or a single mind map to showcase both.

Marketing and Sales Plan Template

Marketing and Sales Plan template for business presentation

If you want separate a marketing plan and sales plan, check out the templates below,

  • Marketing Plan Template for Business Plan Presentation
  • Sales Plan Template for Business Plan Presentation

Who are the key personnel involved in your organization? List them down in this section along with their expertise.

Use an organizational chart to represent your team, their roles and skills. It can help you highlight the hierarchy of your organizational structure as well.

Organizational Structure for Business Plan Presentation

Services and Products

This section explains your services or products and how they can benefit the customers. Here are some visualizations you can use to make this section more interesting to your audience.

Product canvas is a tool used to map, design and describe your product strategy. It takes into consideration your target audience, the important features of your product decided by storyboards , epics, design sketches, mockups , and the tasks you need to carry out to build the product.

Product Canvas Template

Learn about this in more detail here .

It’s a tool you can use to ensure that your product or service fits the requirements of your customer. It helps you look into

  • The value you can deliver to the customer via your product or service
  • Which customer problems/s that you are trying to solve
  • Which is the job that your product helps the customer to finish
  • Which customer needs you are satisfying
  • What are the different products you are offering to each customer segment

Value Proposition Canvas for Business Plan

Financial Plan

This is the section where you provide all financial information related to your business. This section is required if you are presenting your business plan to investors.

It will include both historical data such as cash flow statements,profit and loss statements, income statements etc. and financial projections based on the impact of your new product.

If you are pitching a new product to your investors, you may also want to include your funding requirements.

For a business plan presentation, you can use a digital database of your financial information with a simple Creately mind map. You can link up all your financial statements on your mind map.

This way anyone who refers to the mind map can easily access the linked resources from one single place.

Financial Plan Template

Overloading with Information

One of the most common mistakes is including too much information on each slide. This overwhelms the audience and makes it difficult for them to follow along. Keep your slides concise and focused on key points. Use bullet points or visuals to convey information effectively.

Lack of Visual Appeal

A presentation that lacks visual appeal can fail to engage the audience. Avoid using too much text and opt for visually appealing elements such as images, graphs, and charts. Use a consistent color scheme and fonts that are easy to read. Make sure your visuals support your message rather than distract from it.

Ignoring the Audience’s Needs

It’s essential to consider the needs and interests of your audience when creating a presentation. Tailor your content to address their concerns and provide relevant information. Avoid using jargon or technical terms that your audience may not understand. Focus on presenting the most compelling aspects of your business plan that align with their interests.

Lack of Practice and Rehearsal

Presenting a business plan without sufficient practice and rehearsal can lead to a lack of confidence and a disjointed delivery. Practice your presentation multiple times to become familiar with the content, timing, and transitions. Rehearse in front of a mirror or a small audience to receive feedback and improve your delivery.

By avoiding these common mistakes, you can create a compelling and effective presentation that effectively communicates your business plan to your audience.

In this post we have explained how to create a business plan presentation step-by-step. Make use of the templates that are provided to make your presentation more eye-catching and easy-to-understand.

Here are some more tips on making your presentation a hit.

Join over thousands of organizations that use Creately to brainstorm, plan, analyze, and execute their projects successfully.

More Related Articles

Process Mapping Guide: Definition, How-to and Best Practices

Amanda Athuraliya is the communication specialist/content writer at Creately, online diagramming and collaboration tool. She is an avid reader, a budding writer and a passionate researcher who loves to write about all kinds of topics.

  • Starting a Business
  • Growing a Business
  • Business News
  • Science & Technology
  • Money & Finance
  • Subscribers For Subscribers
  • Store Entrepreneur Store
  • Spotlight Spotlight
  • United States
  • Asia Pacific
  • Middle East
  • South Africa

Copyright © 2024 Entrepreneur Media, LLC All rights reserved. Entrepreneur® and its related marks are registered trademarks of Entrepreneur Media LLC

JUST RELEASED: View the 2024 Franchise 500 Ranking

6 Strategies for Presenting Your Business Plan When you're ready to approach people with your finished business plan, these six strategies will help you achieve the results you want.

By The Staff of Entrepreneur Media, Inc. • Feb 3, 2015

In their book Write Your Business Plan , the staff of Entrepreneur Media offer an in-depth understanding of what's essential to any business plan, what's appropriate for your venture, and what it takes to ensure success. In this edited excerpt, the authors explain how to present your plan to investors or other individuals after you've completed it.

It doesn't matter how compelling your business plan is if the reader starts with a negative impression. A shopworn plan reeks of failure from the get-go. Make sure the cosmetics are right: Clean paper, crisp font, clear pictures and a professional (noncolloquial) presentation go a long way toward securing a fair reading or hearing of your business plan.

As always, when preparing your plan, keep your audience in mind. Businesslike is almost always best as a fallback decision on how to make a good first impression. Also ask in advance if the recipient wants a hard copy or an e-copy of your plan. In the digital age, we want to give people what they want.

Once you've prepared your plan for presentation, you need to put it in front of the right people. There are six steps for doing so:

1. Obtain leads and referrals. Find names, addresses and phone numbers of the type of investors you wish to target. Ask people you know for referrals. Network as much as possible.

2. Research your target. Learn as much as possible about how much money people have to invest, industries they're interested in and other requirements. Search venture capital directories, Who's Who , news articles, websites and similar sources.

3. Make your pitch. First, email or mail an introductory letter to your target letting them know you have a plan you'd like to send. Sending unsolicited, unanticipated business plans with a mere cover letter won't typically get your plan read. Not only are most people too busy to read whatever comes across their desk or lands in their inboxes, they also don't want to be sued someday for "stealing your ideas," even if they never read your plan.

A letter of introduction is your way of asking them if they'd be interested in reading your business plan. Within the letter, explain why you've selected them and what you have to offer, in a brief compelling manner.

You should also explain generally what you're looking for—an investor, a loan, a long-term supplier relationship or something else. Often this will be obvious from the circumstances. If you've received a personal referral, you'll want to include who gave you the referral very early on, probably in the first sentence following the salutation. Never underestimate the power of a personal referral from a friend, colleague or acquaintance. It may not land you an investor, but it gets your foot in the door. When emailing the individual, you might put the referral in the subject line.

In a world of "who you know" and the power of networking, many of the people you'll be sending your plan to will be referred by others. In some cases, you may even have some personal connection to the person other than a referral. For instance, perhaps you once met this individual while networking or worked together at a company or organization.

Finally, in the letter of introduction, you may want to detail the terms under which you're presenting your plan. For instance, you may say that you're not submitting the plan to any other investor. Or you may explicitly point out that you're currently seeking financing from a number of sources, including this one. If there's a deadline for responding to your plan, if you wish to stress that the plan is confidential and must be returned to you, or if you'd like to ask the recipient to pass it on to someone else who may be interested, this is the place to do so. Somewhere between sending the introductory letter and sending the plan—if the person agrees to see it—is where you can email a non-disclosure agreement if you plan to include one.

If you don't hear from them within a week or so, send a follow-up email, and try once more about two weeks later (in case they were out of town or swamped with other work). If this doesn't produce a meeting, look elsewhere.

4 . Try to meet people in person. Despite the fact that we're living in a text, email and conference-call age, you should still try to meet your recipient face to face, especially if you're seeking any type of funding. It's very hard to get such a commitment through a few texts or by email. Skype may work, but meeting in person for a major financial commitment is best. If they want to keep all communication electronic, then follow their lead.

5. Defuse objections. Although you may think you've answered everything in your plan, you haven't. Prepare a list of possible objections—potential competitors, hard-to-buttress assumptions and the like—that your investor may raise. Then prepare cogent answers. Have friends, co-workers and your team play devil's advocate and provide every possible objection or ask tough question, then formulate your answers.

6. Get a commitment. You won't get an investment unless you ask for it. When all objections have been answered, be ready to offer one last concession—"If I give your representative a board seat, can we do this today?"—and go for the close.

Entrepreneur Staff

Want to be an Entrepreneur Leadership Network contributor? Apply now to join.

Editor's Pick Red Arrow

  • Three Buddies Wanted to Have a Better Time at an Outdoor Festival. Their Invention Turned Into a $43 Million Business .
  • Lock This Fun, Flexible Side Hustle Pays $35 an Hour and Gets You Into Exclusive CEO Summits, Music Festivals, and Sports Events
  • 3 Hacks That Can Help You Get High-Quality Matches on Dating Apps , According to the Lead Engineer Behind a Very Exclusive One
  • Lock This Retirement Trend Is Helping People Ease 'Financial Anxieties' and Avoid 'Loss of Purpose,' Workplace Expert Says
  • Lock These 3 Quotes From Jeff Bezos Will Change How You Run Your Business
  • The Job Is Finished, Now What? 7 Lessons and Cautionary Tales About Life After Power From Former Presidents .

Related Topics Red Arrow

Most popular red arrow, these are the highest-paying side hustles for a single day of work.

Earn the most money in the least amount of time.

This Job Hack to Escape Layoffs Is Gaining Popularity — But It's Divisive: 'It Altered My Brain Chemistry'

U.S. workers, especially younger generations, are considering government jobs for more security.

Mastering the Skill of Convincing Stakeholders to Approve and Execute Ideas

There's a big difference between approval-seeking and being your own biggest advocate.

TikTok's CEO Is an Honorary Chair at the 2024 Met Gala

Conde Nast's Chief Content Offer, Anna Wintour, made the announcement Thursday.

For Years, This Black Founder Learned an Uncommon But Essential Craft on the Side. Now His Creations Are Beloved By Celebrity Chefs — and Can Sell for More Than $1,000.

A chance encounter with a legendary knifemaker would lead Quintin Middleton, owner of Middleton Made Knives, to follow his long-time passion into business.

55 Small Business Ideas to Start in 2024

We put together a list of the best, most profitable small business ideas for entrepreneurs to pursue in 2024.

Successfully copied link

comscore

How to Make a Killer Business Plan Presentation (+Templates)

Learn how to make a business plan presentation with tips for slide design, structure, and engaging examples, as well as templates to bring your vision to life.

Author

7 minute read

How to make a business plan presentation

helped business professionals at:

Nice

Short answer

What slides should a business plan presentation include?

  • Opening slide
  • Your Unique Selling Proposition (USP)
  • Business overview
  • The challenge you're addressing
  • Market analysis
  • Your solution
  • Marketing and sales strategy
  • Goals and Key Performance Indicators (KPIs)
  • Team composition
  • Funding request and allocation

Your business plan presentation needs to be as strong as your idea

Having a well-crafted business plan is crucial, but if it's not presented effectively, it's like having a treasure map that no one can read.

Even the best ideas can fall flat if they're not communicated clearly, potentially burying your chance of getting your business off the ground.

Remember, presenting a business plan is more than just sharing facts and figures. It's about engaging your audience, whether they're investors or stakeholders, and making them believe in your vision.

But don't worry, you're not alone in this. This guide is here to help you master the art of business plan presentation. You'll learn how to structure your presentation, design slides that captivate, and conclude in a way that leaves a lasting impact and drives action.

Let's dive in!

What to include in a business plan presentation?

A business plan presentation is your chance to delve deep, showcasing not just the what and the how, but also the why of your business. It's your strategic playbook that can persuade investors, guide your team, and set the foundation for your business's success.

11 essential slides of a business plan presentation:

Opening slide: Set the tone with an engaging first impression.

Your Unique Selling Proposition (USP): Define what sets your business apart.

Business overview: Offer a concise snapshot of your company.

The challenge you're addressing: Describe the problem your business solves.

Market analysis: Demonstrate your understanding of the industry and market trends.

Your solution: Detail how your product or service addresses the problem you’ve identified.

Marketing and sales strategy: Outline your approach to winning and keeping customers.

Goals and Key Performance Indicators (KPIs): Specify your objectives and how you’ll measure success.

Team composition: Introduce key team members, their roles, and expertise.

Funding request and allocation: Explain your financial requirements and how the funds will be utilized.

Next steps: Guide the reader on the next steps after reviewing your plan, whether it's a meeting request, further discussion, or a specific action you want them to take.

What does a business plan presentation look like?

In today's fast-paced business world, static business plan presentations are losing their edge. Imagine having to constantly pinch and zoom on a mobile device just to see the details. It's frustrating and distracting.

People also get disengaged when faced with walls of text. They're there to hear a story, not read a novel.

Interactive presentations, on the other hand, bring your business plan to life. They encourage audience participation, adapt to the flow of discussion, and make complex ideas more digestible and memorable.

You can see what an interactive business plan presentation looks like below:

How to turn a business plan into a presentation

Transforming your business plan into a presentation is a crucial step in bringing your vision to life. It's not just about having a plan; it's about presenting it in a way that resonates with investors and partners.

Start by distilling the essence of your plan, focusing on key points like your mission, market analysis, and financial projections. Use engaging visuals and a clear narrative to make complex information accessible.

For detailed insights on how to write a business plan , check out our guide.

How to make a business plan presentation in 6 easy steps

Crafting a business plan is about blending vision and strategy into a narrative that captivates your audience. With Storydoc's AI business presentation maker, creating this narrative becomes intuitive and easy.

In the guide below, we'll show you how to turn your plan into an engaging presentation in 6 simple steps. Stick around to see how seamlessly Storydoc can bring your business story to life.

1) Describe your presentation’s objective

Kick things off by sharing with our AI the type of business plan you're looking to create. This is like setting the GPS for your journey, ensuring every part of your plan is aligned with your end goal.

2) Give an overview of yourself, your organization, and your offering

Introduce the essence of your business - who you are, what your company stands for, and the unique value of what you offer. This sets the stage for a personalized and relevant presentation.

Introduce yourself to Storydoc's AI assistant

3) Select a suitable design template

Dive into our collection of design templates and pick one that resonates with your business's personality.

Pick a Storydoc design template

4) Tailor your business plan presentation to your needs

Now, here’s where you add your personal touch. Fill in your details, tweak the design, and watch the magic happen as the template adapts to your content. This is where your business plan presentation starts to take on a life of its own.

Then, you can either upload your own multimedia elements or sit back as our AI assistant generates some for you.

Customizable Storydoc multimedia presentation

5) Add personalized elements

Next up, sprinkle in some personalization. It works just like personalizing a newsletter - you can insert dynamic variables that automatically fill up with your recipient's data.

This level of customization not only makes your presentation feel tailor-made for each reader but also adds a layer of engagement. As a matter of fact, it can get 68% more people to read your deck in full , and share it internally 2.3x more often!

Personalized Storydoc multimedia presentation

6) Review and refine your business plan presentation

Finally, take a step back and review your plan. Ensure it looks good, flows well, and clearly conveys your message.

The beauty of Storydoc is that it's a living document – if you spot a mistake or need to update information after sharing, you can. You're in control, ensuring your audience always sees the most polished and up-to-date version of your business plan presentation.

Storydoc multimedia presentation

Business plan design principles to turn average into impressive

Designing a business plan presentation is about more than just putting words on a page; it's about creating an experience that captures and holds attention. In today's digital age, the way you present your plan can be just as important as the content itself.

Let's explore how to design a business plan presentation that stands out in the modern business landscape.

1) Move from static to interactive

Gone are the days of static, text-heavy business plan presentations. Today's plans are interactive, engaging readers with clickable elements, dynamic charts, and even embedded videos.

This interactivity not only makes your plan more interesting but also allows readers to engage with the content in a more meaningful way.

Here's a great example of an interactive business plan presentation:

2) Use scroll-based design

Forget the hassle of pinching and zooming on a PDF. A scroll-based design, similar to a modern website, offers a fluid reading experience.

It's straightforward and aligns with how we naturally consume content online, making your business plan presentation easier and more enjoyable to read.

Here's an example of scroll-based design:

Business plan scrollytelling example

3) Make sure your business plan presentation is mobile-friendly

With so many people reading on their phones, your business plan presenttion needs to look good on any device.

Responsive design means your plan is easily readable on a phone, tablet, or computer, ensuring that your message is clear no matter how your audience accesses it.

4) Shift from local files to online documents

Step away from traditional Word docs or PDFs and embrace online documents. They're great for sharing, updating in real time, and collaborating with others.

Plus, they're accessible from anywhere, which is perfect for busy investors who are always on the move.

For more information, check out our comparison of the best business plan document types .

5) Embrace visual storytelling

Use visuals like infographics and charts to tell your business's story. They can turn complex data into easy-to-understand, engaging information. A well-placed visual can often do a better job of explaining your points than text alone.

Here's a great example of visual storytelling:

Business plan visual storytelling example

Best business plan software

Selecting the right tool to create your business plan presentation is vital for any startup. To ease your journey, I've compiled a list of the top business plan software, each designed to cater to different needs.

From comprehensive platforms guiding you step-by-step to dynamic tools that add interactive elements to your presentation, there's something for every entrepreneur.

The best business plan software currently available:

LivePlan.com

BizPlan.com

Upmetrics.co

GoSmallBiz.com

Business Sorter

MAUS Master Plan Lean

For a deep dive into each tool and to find the one that best fits your business's needs, explore our detailed guide to the best business plan software .

Interactive business plan presentation templates

The pressure to get your business plan presentation right can be overwhelming. After all, in many cases, you only get one shot to impress.

These business plan presentation templates offer a framework that takes care of the structure and design, allowing you to focus solely on fleshing out your strategy.

Whether you're pitching to investors, partners, or stakeholders, these templates give you the confidence that your plan is presented in the best possible light.

Grab one and see for yourself.

present a business plan

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

Found this post useful?

Subscribe to our monthly newsletter.

Get notified as more awesome content goes live.

(No spam, no ads, opt-out whenever)

You've just joined an elite group of people that make the top performing 1% of sales and marketing collateral.

Engaging decks. Made easy

Create your best business plan to date.

Stop losing opportunities to ineffective presentations. Your new amazing deck is one click away!

present a business plan

  • Business Plan Builder

Financial Forecasting

  • Canvas Modeling
  • Product Tour
  • Business Consultants and Advisors
  • Entrepreneurs And Small Businesses
  • Accelerators & Incubators
  • Educators & Business Schools
  • Students & Scholars
  • Sample Business Plans
  • business plan course

Strategic Canvas Templates

  • E-Books, Guides & More
  • Success Stories

Upmetrics AI Assistant: Simplifying Business Planning through AI-Powered Insights. Learn How

Upmetrics

  • 400+ Sample Business Plans

Business Plan Course

E-books, guides & more.

  • WHY UPMETRICS?

Customers Success Stories

Business planning, ai assistance, see how upmetrics works  →, stratrgic planning, business consultants, entrepreneurs and small business, accelerators and incubators, educators & business schools, students & scholars.

  • Sample Plans

How to Create a Quality Business Plan Presentation

The Art of Perfect Pitch

The Art of Perfect Pitch

  • October 18, 2023

13 Min Read

Business Plan Presentation

Want to hook potential investors to your business idea? A wow business plan presentation will do that for you. It’s time to translate your brilliant business plan into a stunning presentation without losing the context of it.

In this article, we will learn the basics of creating a perfect business plan presentation with tips and mistakes to avoid. You will also learn tricks to attract potential angel investors with this business presentation. Find free business presentation templates for download and start creating your magic with them.

What Is A Business Plan Presentation?

A business plan presentation is a visual and engaging presentation of your efficient business plan. It allows you to present an entire business plan to someone fairly new to your business within a few minutes. A business presentation is a brief summary of what your business does, what are its goals and what is its financial standing in the market. Overall, it is an invaluable tool for any business, especially the ones looking to fulfill funding requirements from investors.

A promising business plan makes a base for a persuasive business plan presentation. Upmetrics business plan builder helps you write converting business plans that have been tried and tested by thousands of businesses globally.

How To Make A Presentation For A Business Plan?

When you deliver a business plan presentation, you only have a few minutes to capture the audience’s attention. A slide deck, therefore must be succinct and highlight the basic components of your business briefly.

Here are 10 essential components of a business plan presentation

1. Title Slide

The title slide requires no explanation. It is an introduction slide and should include basic information about your business.

What would you include in the basic information?

  • Business Name
  • Business Logo
  • Business Slogan/Tagline, if any
  • Contact Details
  • Presenter Name
  • Business Partners, if any

The first slide needs to be visually appealing and place your business in a strong light.

This slide should clearly address the pain points of your target market and customers. Establish relevance while outlining the problems solved by your products and services.

Illustrate your problems using a storytelling approach. Outline the problem in extremely simple language. Place minimum text and meaningful graphics on slides to keep the information scannable.

Present the ideas such that anyone with no understanding of your market can grasp them.

For example: If you are offering home cleaning services, you may want to express the problem as:

“The young busy professionals are turning toward the nuclear family structure. They have no time or energy to clean their home. They are looking for a hassle-free way to maintain a clean and organized living space.”

3. Solution

Introduce your products and services and explain how those solve particular problems of your customer segments. Illustrate how the idea can be scaled to achieve the business goals.

“Lesser words, greater impact.” Follow this rule while designing your slide’s content, graphics, and visuals. Instead of paragraphs, write in bullet points and statements. Translate your ideas into easily digestible slides. Offer solutions through self-explanatory sketches and diagrams.

Continuing our previous example , the solution could be offered as:

“Experienced professionals at Cleanzy deliver home cleaning services to customers flexibly at their given schedule. We are equipped with the latest technology to ensure high-quality quick services. Our services can be booked through an app or call.”

4. Market Analysis

Introduce your target market and their demographics like income, age, and gender in this slide. Create a visual customer profile for better understanding. The market analysis must also include details of your competitors. Consider SWOT analysis to help investors get a better idea of your business standing.

The most important part of market analysis is a presentation of actual and predicted market size. Investors will be interested if they believe your business can generate higher ROI.

Describe key market trends surrounding your industry. Let the figures and statistics do the talking here. Ensure the reliability of data by choosing trustworthy and verifiable sources. Present these data in the form of graphs, charts, and tables to drive informed and insightful decisions.

Here’s an example for better understanding.

“There are more than 128 million households in the USA. The growing work culture, busy lifestyle, and dependency amongst old aged people have created the demand for hassle-free quick and efficient home cleaning services. According to the reports by IBIS World, the US residential home cleaning services were worth approximately 46 billion dollars in 2021 and are expected to grow with a CAGR of 17.5%.”

5. Showcase Your Products And Service

Now that you have familiarized the investors with the market, tell them where your product and services stand. List out your USPs (Unique Selling Proposition). Visually explain what your products and services do. Show the desirability of your product and service in the market. This is a good time to introduce pricing plans in your presentation.

We offer a range of services individually and collectively with different pricing plans to help our customers keep their houses clean and hygienic.

For Example,

A house cleaning company would offer the following as their core services:

  • House Cleaning Services
  • Deep Cleaning Services
  • Upholstery Cleaning
  • Window cleaning
  • Carpet Cleaning
  • Pressure Wash
  • Disinfection And Sanitization

As a home cleaning service provider, we understand the different needs of individuals by offering custom packages.

6. Sales And Marketing Strategies

How do you plan to grow and market your business? What is your marketing budget? Will you use online or offline streams to market your product offerings?

Make this slide all about your marketing strategy and plan. Introduce different marketing streams you will use to reach your target audience. Instead of listing it all down, find a way to create self-explanatory visuals with minimum text.

Also, mention your existing marketing strategy and the results it is generating.

7. Operations Plan

Investors want to see the practical aspects of your business. Give them an insight into your day-to-day business operations. Explain your business processes. Demonstrate all the essential resources and equipment you need for your business.

The operations plan shows the potential of your business idea to achieve its goals through the right means.

Introduce the prospective investors to your team. Present your key personnel and management team on this slide. Describe their core competencies, key skills, and achievements through graphical representation.

Introducing your team shows the investors that you have the right people to drive the business on a successful path.

9. Financial Plan And Projections

It is now time to reveal the financial overview of your company here. Present the financial statements in this slide. Newly founded startups can show financial projections and back them with claims and proof.

Highlight the key figures and statistics that can show the impact of your business in terms of profits, growth, and income. Make use of graphs and interactive visual methods to create an impact on this slide.

Learn more: Create a financial plan for your startup business

10. Funds Being Raised

Ensure that the funding section of your business plan offers concrete information that drives decision-making. This slide should focus on the money you need for the growth of your business. Instead of offering one fixed amount, give a range of options and show what you can do with different amounts. Explain core areas where your funding will go. Do you require funding for marketing, diversification, staffing, expansion, or product development?

An example of this would be:

“We need XYZ amount to penetrate in smaller regions of the USA. We have already created our base in major states and cities. The amount raised will be used for marketing, staffing, and product development.”

These components shall form a building block that will translate your core business concept into a successful presentation.

Kawasaki’s Rule: Presenting your Business Plan

Presenting a business plan is as important as creating one. While there is no strict rule book that states the rights and wrongs, this Kawasaki rule attracts praise for its effective guidelines on business presentation.

Guy Kawasaki, a former Apple ambassador, introduced the 10-20-30 rule. Keep these things in mind as you plan the contents of your business plan presentation.

  • No more than 10 slides
  • No more than 20 minutes
  • No less than 30 pt fonts

The presentation must have 12 slides at the most. Adjust the important information within these slides. Further, the time for your presentation to be delivered within 20 minutes. Anything longer than that will risk you with an inattentive audience. Lastly, manage the contents effectively, with a minimum font size of 30pts. This will keep your slides easily scannable and clutter-free.

Tips To Create A Winning Business Plan Presentation

Translating your business idea into slides gets easy with clear writing and design fundamentals. Let’s decode the tips to help you create a persuasive business plan presentation.

1. Clear And Concise Writing

Before you begin the presentation, get crystal clarity on your business plan. Then create a rough outline of key components that explains your entire business. This step will help you write briefly without losing the context.

Take the help of writing tools and AI technologies like ChatGPT, Jasper, QuillBot, and Writesonic to write crisp content.

Avoid jargon and new words. Focus on clarity instead. Anyone, even a kid, should understand your business idea. This is the level of simplicity we are talking of.

2. Font Type and Size

Don’t use too many different fonts in the presentation. Choose a maximum of 2 different fonts that are simple, clean, and easy to read. Helvetica, Calibri, Arial, and Gill Sans are among the popular fonts for presentation. They are pleasing to the eye and make content scannable. Set the font size to at least 30 points. Fonts smaller than that will look messy on the slide.

3. Visual Elements

Graphics makes it easy to explain your ideas effortlessly. Moreover, content can be grasped and recalled timely with graphics. However, too many visual elements without a purpose will create clutter. Hence ensure that every visual element adds impact.

It is important to know that a presentation is for the evaluation of your business idea, not your presentation skills. Keeping this in mind, find a balance and add visual elements that help you best convey the idea.

4. Color Combinations

Colors hold a psychological effect, and using them mindfully could prove good for your presentation. Always pick a subtle color contrast that makes slides readable. Also, avoid color contrasts that create a distraction.

Too confused to pick a suitable color contrast? Check out these ready-to-use presentation templates that will sort out all your design worries. ( We will link one of the few templates we are giving to download, here)

5. Time Your Presentation

The biggest mistake one makes in a presentation is not timing it. Practically, no one has hours at hand to listen to your pitch. Find a way to present all essential information concisely in an impactful manner. Stick to Guy Kawasaki’s 20 minutes presentation rule.

6. Deliver The Message Clearly

Your presentation must contain enough content to help prospective investors research your business. Don’t speak what’s already written on the slides. Take an opportunity to market your business idea with a strong presentation pitch

Mistakes To Avoid In Your Business Plan Presentation

Despite the tips above, it’s easy to lose grip over the presentation and make it off-flowing. Look out for these common mistakes consciously and make your presentation more enriching.

1. Avoid Inessential Information

A pitch deck must have clear answers highlighting the brand’s USP(Unique Value Proposition), targetted market, future projections, scalability, growth, and obstacles. Keep yourself in the investors’ shoes and only place the contents that serve the purpose.

2. Avoid Overwhelming The Investors

Presenting too much information or graphics in your slide will distract your investors. Instead of listening to you, they would be busy reading the contents on your slide. Only include self-explanatory content in your slides. Everything can be explained during the presentation.

Adding too many visual elements is not an answer to an attractive pitch deck. Include graphics that make the work easier for you and alleviate the pitch.

3. Presenting Poorly Designed Slides

It takes special professionals to design the slides and manage the contents within them effectively. Ready-to-use business presentation templates and presentation tools like Prezi, Keynote, Powerpoint, and Visme are perfect for making business plan presentations.

Professionally designed slides put you across as someone sincere and dedicated who has impactful things to say. Invest time and take help from specialized professionals to create a pitch-perfect presentation of your business plan.

4. Ending Without A Thorough Takeaway

The business plan presentation must leave the audience with sincere thoughts. It should have a solid conclusion and win the investors’ trust in your business idea.

Consciously try and avoid making these common mistakes to create presentations that leave lasting impressions.

How To Present A Business Plan To Potential Investors

Finance is the lifeline of any business, and you want funds coming through to grow, expand and scale your business idea. Now that you have learned the fundamentals of creating a compelling business plan presentation, it’s time to present it to your potential investors.

1. Tell A Story

We live in times of information overload. People have an attention span of Goldfish. Only an interesting story can keep them glued to your presentation. With storytelling, you compel the investors into a binding spell.

Add emotions and humane touch to your presentation to help investors connect to your business purpose. Don’t let figures in a pitch deck overpower your narration. Instead, add those to your storytelling approach and create a meaningful and engaging pitch.

2. Practice Your Pitch

A killer business plan needs a killer presenter. And even if you aren’t great at it, practice will help you get better.

Practice the pitch as much as you need to come across as confident and clear. Practice even when you get comfortable explaining the concepts. This will help you polish your presentation skills. Record yourself and look out for minor details to refine your presentation delivery. Reviewing yourself critically might be great for your presentation.

To present yourself in a better way, make a stellar pitch using graphics and charts. You can also use pitch deck generators with AI to create an engaging pitch with minimal effort.

3. Get Realistic

Even after presenting a hundred pitch decks, your presentations may go off-route. You can never predict or control the exact environment of a new investor pitch. Be ready for untimely interruptions, unplanned questions, and glitches.

Understand your business idea thoroughly to get realistic and comfortable with uncertainty in the presentation. Create a checklist from an investor’s perspective and see if your presentation has every detail one needs before investing.

Ready to create a business plan presentation? Stay confident in your delivery and refine your presentation till you find a deck that works for you. It is not necessarily an error in your business plan. Sometimes it’s just the presentation that needs work.

An awesome business plan makes the core of business model presentations. This Business plan builder will help you write an efficient business plan that translates into a rewarding pitch deck.

Build your Business Plan Faster

with step-by-step Guidance & AI Assistance.

crossline

Frequently Asked Questions

Can i do a business plan presentation on powerpoint.

Yes, you can create a business plan presentation on PowerPoint, Prezi, Keynote, and Visme. There are ready business presentation templates available online for free download. These templates could help you create engaging presentations. However, before you jump start and create a presentation, build a foolproof business plan. A solid business plan is easier to translate into a business model presentation slide.

How Can A Business Plan Template Help Create An Effective Presentation?

A business plan template is professionally created by testing hundreds of different scenarios. It helps you write different versions of your business plan to attract different stakeholders. The templates can be adjusted by editing, removing, and adding new components to them. Moreover, tools like checklists, milestones, teams, and collaboration ensure that the final output is up to the mark.

What Is The Introduction Of A Business Plan Presentation?

A business plan presentation can be started with a title slide or an executive summary. The title slide is simple and contains basic details of your business in a presentable manner. However, most companies consider executive summary as a worthy addition to their business plan presentation. An executive summary is a concise description of what your business does, its product and services, and its objectives in the market. Though it is placed at the beginning of a presentation, consider writing your executive summary after you finish writing for all the slides. This will help you create an engaging executive summary.

How To End A Business Plan Presentation?

Your business plan presentation should end with a solid conclusion. Without a conclusion, it will leave no impact on the viewers. The conclusion must offer an answer to the core purpose of your business plan. Ensure that you offer a thorough takeaway to the readers. Offer them adequate information like supporting documents, point of contact, and what you wish from them in this slide.

Cannot think of what to write? This business plan course will indeed be a great help.

What Is The Best Time To Create A Business Plan Presentation?

The best time to start creating a presentation of a business plan is when you have your business plan ready. Remember, that the presentation is a representation of your business idea, not your visual and graphics skills. Focus on creating a valuable business plan that contains all the adequate details, statistics, and proofs. Once you have that ready, choose the presentation platform for yourself and start working on it.

About the Author

present a business plan

Shyam Dua is a seasoned tax professional with 40+ years of experience & a mentor at SCORE. He stands out due to his exceptional business planning skills. With a keen eye for detail and a strong financial acumen, Shyam crafts compelling business plans that pave the way to success. A CPA with a philanthropic heart, Shyam's strategic expertise, and dedication make him an invaluable asset in shaping thriving business ventures. Read more

Related Articles

present a business plan

How to Write a Business Plan Complete Guide

present a business plan

Business Planning Process: Create a Business Plan That Works

Upmetrics logo

Reach Your Goals with Accurate Planning

No Risk – Cancel at Any Time – 15 Day Money Back Guarantee

trustpilot reviews

Popular Templates

Home Blog Business Business Plan Presentations: A Guide

Business Plan Presentations: A Guide

Cover for Business Plan Presentation guide

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. 

Table of Contents

What is a Business Plan Presentation?

Is a business plan presentation the same as a business presentation, executive summary, justification of the business proposal, swot analysis, the niche of the proposal & actors in the industry, competitors, competitive intensity, trend analysis and critical variables, value chain, market analysis, jobs-to-be-done, value proposition, revenue streams, cost structure, distribution channels, key partnerships for the business model, organizational structure & management, go to market and marketing plan, development plan, qa, and continuous improvement model, distribution plan, inventory management, initial funding and financing structure, projection of income and costs.

  • Evaluation of Projected Return vs. Required

Risk Evaluation

Sensitivity to critical variables, how to present bibliographical information in a business plan presentation, how to deliver a business plan presentation.

A business plan presentation is the medium we use to communicate a business plan to an audience. 

Presenters commonly ask what is the target length of a business plan presentation in terms of slides. Our expertise in this field tells us it’s advisable to work between 13-20 slides, remaining as concise as possible and using the help of visual aids. Let the graphics speak rather than fill your slides with text blocks.

No. A business plan presentation is used to communicate an identified business opportunity and how it is planned to be served in a way that generates profit. A business presentation is a more generic term, explained in our article about business presentation examples . 

How to Create a Business Plan Presentation

This section will list our recommended content for a successful business plan presentation. We broke it down into four stages which help the presenter build the story backing the business: a-. The opportunity and the competitive landscape analyzed, b- the business model designed and tested to serve the opportunity, c- the implementation plan of the business model, and finally, d- the financial and economic projections estimated that show the profitability of the opportunity.

For the purpose of this guide, the slides will refer to a case study of photo editing software.

Stage 1 – Identifying the Opportunity

After the title slide that defines how to start a presentation , any business plan should proceed by introducing the executive summary in a concise but impactful format.

The purpose of the executive summary is to inform the audience what to expect from the presentation and its conclusion.

Executive Summary slide in a Business Plan Presentation

Work with a maximum of two slides for this section, highlighting the key elements through visual cues. Check our guide on how to present an executive summary .

The next slide should disclose all the reasoning behind the business plan proposal, why this plan is being presented at this present moment, and projections of how the plan aligns with the current market trends.

Presenters can share the analysis done by the Market research team as long as it’s made clear which problem is relevant to the current market trends that this business plan aims to solve.

Mention all the references used to arrive at the conclusions expressed so data is backed with meaningful sources.

Justification of the Business Proposal slide

Any corporate PPT template can help you craft this slide, but presenters can also boost their performance through the use of infographics . If your solution for the selected problem involves a complex process, consider using a process flow template to expose the step-by-step justification of this proposal.

Use a SWOT template to showcase the Strengths, Weaknesses, Opportunities, and Threats of this business opportunity.

SWOT Analysis slide in a Business Plan Presentation

Make sure the SWOT diagram is legible. Work your way to meet the same aesthetic style despite speeding up the process with templates. Mention the tools used for gathering the information for this SWOT Analysis in the footnote and ensure the audience understands which information elements help you reach conclusions in each quadrant. Check our guide on how to create a SWOT analysis and see if your business plan requires a SWOT or SOAR analysis . 

Every business plan is scoped under a niche or industry sector. With this slide, describe the sector in which the proposal is immersed. Communicate its value,  list the actors involved, and describe their high-level relationships.

Actors in the Industry slide in the Business Plan Presentation

List the analyzed competitors. Communicate their attributes. The competitors’ comparison in business plan presentation can be visually explained using tools from the Blue Ocean Strategy framework, like the Strategy Canvas . 

Blue Ocean Strategy Canvas in Business Plan Presentation

The competitive intensity of an industry sector is studied through the Porter’s 5 Forces model. This intensity expresses how attractive the industry is. Explain the conclusion in each force showcasing the model.

Porter's Five Forces Analysis in Business Plan Presentation

First, introduce the variables identified as important for the industry sector, citing the insight’s source. Secondly, drill down each variable and break down the different trend dimensions ( PESTEL ) 

  • Use a highly visual slide, like a dashboard template , to introduce factual data regarding the trends over a specific time period. Growth rates must be represented in time frames of over 180 days to evaluate the trend accurately.
  • List the critical variables (consumers, product, production capability, and financing) briefly.
  • Disclose how each variable can affect pricing and your position within the niche for that trend. Presenters can refer to case studies from successful competitor stories on how they responded to trend changes in the niche.

PESTEL Analysis slide for a Business Plan Presentation

When presenting the value chain, we ought to articulate the sequence of activities the company handles to create value within the business plan. Start by breaking down the value chain into its key components, briefly explaining the stages from inbound logistics all the way through customer service. It is important to highlight the linking point between each stage and express the value of coordinating team activities to enhance overall efficiency.

Value Chain Layout slide in a Business Plan Presentation

We can use flowchart diagram templates as visual aids for the audience so they can understand the process sequence. Check our guide on how to make a flowchart .

Present the identified Market and its Segments. Continue explaining how conclusions were driven through the analysis and sizing of the market.

TAM SAM SOM for Business Plan Presentations

Presenters can use target market analysis templates , market segmentation templates , or TAM SAM SOM templates to compare their target market with the total available market. 

We recommend you check our guide on market segmentation for this process.

Then drill down with a Persona definition.

This study can be made by creating ideal customers, describing their demographics and psychological factors that make them prospective candidates to purchase the product or service this business plan presentation refers to.

Here is our guide on creating buyer personas . 

The Jobs-to-be-Done theory explains why certain customers are attracted to products and services and how those elements solve core problems in the consumers’ lives. 

A Perceptual Map is a tool we can use to measure the consumer perception of different products/services in the same market. This can be particularly useful if our value proposal is to brand ourselves as cheaper alternatives to already existing solutions. Check our guide on perceptual maps for further information.

Check our guide on the Jobs-to-be-Done framework and add suggestions to the business plan presentation.

Stage 2 – Business Model

To describe the  Business Model in your Business Plan Presentation, use the business model canvas analysis tool. Display your design in one slide.

Business Model Canvas for a Business Plan Presentation

For specific sections of the BMC, you can add slides if you need to drill down for further details. In our experience, the following sections require a deeper level of explanation.

List the Segments targeted in your Business Model. You can include a slide with additional information and segment size. Reference the Market analysis explained earlier to justify the selection or which were the pivots applied.

Customer Segmentation slide in a Business Plan Presentation

In order to explain the reasoning behind the Value Proposition and how it serves the segments selected, you can use the Value Proposition Canvas tool to explain the logic behind this selection.

Value Proposition Canvas slide for Business Plan Presentation

The Value Proposition outlines the unique benefit our product or service offers the market and why customers should choose our offer over potential alternatives. Since we have already analyzed the potential buyers and presented the market, it’s time to deliver that value proposition using our best assets: customer testimonials, report data, surveys, etc.

As testimonials often weigh the most in established brands, be sure to present this information through a narrative that showcases why your product or service had a positive impact on the life of that customer. You can use customer testimonial templates to give an extra boost through visual aids.

Customer testimonial slide in a Business Plan Presentation

Explaining how much the customers will pay for the product/services is critical to understanding the viability and profitability of the business. Showcase for each segment the pricing model and the engagement terms.

The Income Model expresses the sources of revenue for our business plan. This has to be in relationship with the pricing strategy for established businesses. Lean startups can work concerning their minimum viable product (MVP) and then elaborate with projections for future releases or changes in their income stream structure.

At this point, companies need to present the sources of revenue depending on their origin:

  • Product Sales
  • Subscription Model
  • Freemium Model
  • Partnerships with other brands in different niches
  • Advertising and Sponsorships
  • Monetization

Check our guide on pricing strategy models for more information about how to present this point. You can use revenue stream templates to represent this data in style.

Pricing table slide in a Business Plan Presentation

Drill down the cost structure categories and relate them to the Value Chain explained earlier. Show a cost breakdown chart to make it easier for the audience to understand their weight in the total costs.

As this step can be a bit complex to articulate, we recommend you check our guide on Cost Structure to see how you can resume all that information in one slide.

At the business model stage, distribution channels should be briefly introduced since they will be mentioned again in the Distribution Plan . In some industries, it is important to highlight which channels are chosen over others for the sake of revenue and faster operation.

Our Distribution Channels PowerPoint Template is a perfect resource for this.

Distribution Channels slide in Business Plan Presentation

Presenting the strategic partnerships for the business plan is a way to prove the plan’s potential reach and success factor. On this behalf, companies must list which resources they are sharing with their business partners regarding expertise, technology, distribution channels, or capital, as these elements will impact the cost structure.

You can use the Business Partnership PowerPoint Template to present this information in a professional-looking format.

Stage 3 – Implementation

The business plan is designed to offer a product, deliver a service, or combine both. At this stage, the business plan presentation drills down on how the organization will build/deliver the product/service implementing the business model outlined earlier.  

Describe how the company operates regarding human capital and its roles. Presenters must describe to the audience the hierarchical structure, responsibilities, and how they play a role within the value chain.

Org Chart in a Business Plan Presentation

You can use Org Charts to represent the roles and responsibilities in the organization visually. It is also advisable to highlight the expertise and experience of the management team, as it helps to build trust.

The Human Resource Plan must refer to your planned recruitment, training, and employee onboarding. Which talent will be required, and how is it planned to build the different teams of the structure.

HR Plan slide in Business Plan Presentation

Check the Go To Market Strategy guide and describe how the Business Plan will enter the market and overcome the initial barriers. Continue with the Marketing Plan limited to 1-2 slides resuming the plan’s tactics to increase brand awareness and the selected channels for this strategy. 

You can use the Marketing Plan Templates help to speed up the process by focusing on the content to fill rather than the design or creating complex charts from scratch.

Go-To Market Framework in Business Plan Presentation

Present the sales plan describing the full sales process, lead generation, nurturing customers, and conversion strategies.

Use Sales PowerPoint Templates to visually illustrate your sales process, like the Sales Pipeline Slide Template for PowerPoint , which depicts the process from lead acquisition to a closed deal.

Check our guide on Sales Plan for further information on this topic.

This step refers to presenting the product/service development plan, the Quality Assurance processes behind its validation, and your company’s commitment to a continuous improvement process based on surveyed data or customer feedback.

We can refer to testimonials, user case experiences our team successfully troubleshot, or experiences we learned from competitors in the same niche.

Presenting the distribution plan involves addressing logistics topics, supply chain , and sharing fulfillment strategies. Although we already presented the potential distribution channels, this is the step in which you detail how each will interact and their impact on the estimated revenue. 

Present one slide mentioning your company’s approach to these channels, if applicable:

  • Direct Sales (either physical store or e-commerce)
  • Retail Partnerships
  • Wholesalers or Distributors
  • E-Commerce marketplaces

This step involves two different approaches depending on the kind of industry we’re in. For traditional business, inventory management in a business plan presentation must highlight how the inventory will be handled to minimize transportation costs or overproduction. Projections must be shown per quarterly period and take into account seasonality if it has a significant impact on the required storage capacity.

On the other hand, e-commerce companies have to present their online infrastructure to secure the product’s availability 24/7, how customer tickets are handled when the customer cannot access the product, server costs, and how we prevent online leaks.

Stage 4 – ROI and Risk Evaluation

This section will outline the Financial Plan of your Business.

Showcase the financial structure, including equity, debt, and potential investors, at the moment of kick-starting this business. It is a good practice to consider the initial funding slide to be a brief summary of those points, with particular emphasis on the funding needs.

Cash Flow Diagrams , Comparison Chart templates , and Timeline templates to showcase when funds help to meet each of the plan’s milestones are good ideas to represent the elements on this slide.

Income and expense projections must be presented over a defined time period by using graphs or charts to clearly visualize the trends supporting each change.

Revenue and Expenses breakdown slide for Business Plan Presentation

Break down the revenue sources with clear, identifiable icons to showcase: product sales, subscription fees, advertisement, affiliates, etc. Sales estimations have to be realistic and conservative, as they will be contrasted with the production, marketing, administrative, and personnel costs to leave a gross profit margin calculation. 

Evaluation of Projected Return vs. Required 

Demonstrate the feasibility of your business plan. Start by presenting the profit margins in relation to the projection of income and expenses, then introduce the break-even analysis .

Presenters can make their message more relevant by presenting an ROI calculation and contrasting it with industry benchmarks in the same niche. By following this approach, presenters prove how the ROI offered by this business plan aligns with the investment’s risk projection.

Presenting a risk evaluation analysis in a business plan presentation involves introducing both risks and their mitigation strategies. 

Risk Management templates , like the ROAM framework, can help organize potential risk sources by their severity and impact on the organization. A pyramid diagram can be used to demonstrate how risk management can be delegated across the organization to completely eradicate the risk factor depending on its severity. 

The elements you should consider presenting are mainly regulatory changes, market changes, competitors (new or existing), and financial crises. 

The final point in our business plan presentation involves summarizing how key variables can influence the projected returns in our plan. Examples of these variables can be sudden increases in raw materials (affecting production costs and sales prices), a new pandemic (affecting workforce capacity and shortage of raw materials), geopolitical situations like war, etc.

We highly recommend presenting these critical variables using scenario analysis techniques according to measured data. Introduce best-case, worst-case, and most likely-case to give a full panorama of how your organization is prepared against any contingency.

An often overlooked point in a business plan presentation comes when listing the bibliographical information used to craft the business plan. Follow these steps to ensure a professional outcome for this slide or document.

  • Use a title like: “Bibliography,” “Source Credits,” or “References.” If your business plan presentation cites examples from other companies, use a “Works Cited” section.
  • References are usually shown in the APA style, but the MLE or Chicago style can be requested depending on your location or situation.
  • Maintain a consistent style in terms of reference style used, font, text size, and formatting options across the entire slide deck. Footnotes or in-text citations can be used for important data.
  • Verbally acknowledge your sources when required throughout the course of your presentation. This helps to establish credibility and respect for other people’s work rather than just dropping a slide with chunks of text.

This section will cover the most commonly asked questions on delivering a business plan presentation.

How many slides should my business plan presentation list?

This will depend entirely on your niche and the complexity of the business plan. Generally, work with at least 15 slides and no more than 30. It is best to use an extra slide rather than overcrowd an existing slide with tons of information.

What is the best format to present a business plan?

There are different options to present any business plan, so the selected option will mostly consist of the presenter’s preferred style and the audience’s age and interests.

  • PowerPoint Presentation : You can start from a blank slide and go all the way through a professionally designed PPT template . PowerPoint documents allow you to present images, text, audio, videos, and any kind of graphic to help you convey the core ideas behind the business plan. They can work with any PC or Mac device, as well as mobile devices.
  • PDF Documents: This can be a choice made in a hurry or by preference. Sharing a PDF document can work, but you must include the fonts used in the original document, as some compatibility issues can be present. 
  • Pitch Deck : Rather than doing a lengthy business plan presentation, a pitch deck consists of a maximum of 15 slides to deliver your proposal concisely. This is the typical approach we can see in TV shows like Shark Tank. 
  • Video Presentation : In some cases, using a video in a business plan presentation is relevant, especially if we are to introduce an innovative product in the market. You can use videos to showcase features, present services in a live format, introduce your team, and plenty of other options.

Are printables required in business plan presentations?

Although they are not required, using supplementary material in business plan presentations can be useful. You can prepare reference material for investors, especially involving complex data like graphs in an amplified format (and reference the slide in which they appear and vice versa).

Providing a printable to accompany your business plan presentation helps to give an image of professionalism and respect to your proposal.

What are the don’ts of writing a business plan?

The main purpose of this article is to craft and deliver a business plan presentation. Still, we would like to clarify some common errors seen in business plans that typically affect the performance of the presentation.

  • Using overcomplicated language : Jargon or unnecessary acronyms may confuse spectators who are not in touch with all the details relevant to a particular industry. 
  • Ignoring the audience : Not considering the variety of interests among investors, partners, and team members can hinder your presentation.
  • Neglecting/underestimating competitors : Any realistic business plan considers the existing competitors in their niche and perhaps potential newcomers. Not doing so will leave you unprepared to present a doable business plan.
  • Ignoring Risk Assessment : Omitting the Risk Assessment analysis and mitigation strategies does not respect the value investors and your team have. 

How long should the business plan presentation be?

As a general guideline, try to fit your business plan presentation between 20-30 minutes. Some complex plans may require additional time to be presented.

Does the presentation need to be tailored to different audiences? 

Using this tactic can be a winning factor for both investors and your team, as you prioritize effective communication for the roles they are relevant. Take these items into consideration for tailoring the presentation for specific needs.

In-Company Presentation

The focus should be on goal accomplishment and the strategies targeted to the team’s roles. Emphasize how teamwork is the pathway to success and how each individual contributes to the bigger picture.

If new technologies or knowledge are required as part of the business plan implementation, then this is the moment to disclose that information and inform the process to coach the team into it.

Board Meeting

Whenever delivering the business plan presentation to a board of directors, focus on the strategic goals, financial projections, and KPIs. 

Showcase how this business plan aligns with the company’s core values, mission, vision, and long-term strategy. 

Potential Investors

Presenting your unique value proposition, potential ROI, and highlighting the market opportunity is extremely important. Focus on selling your business model and vision with accurate financial projections and growth strategy. 

Dedicate some minutes to present your industry’s competitive landscape and answer why your product or service is a better offering than what competitors produce.

As we can see, creating a business plan presentation is a process that can be time-consuming if we lack the required business plan presentation tools to turn data into visually appealing formats. 

Remember to work concisely without losing the big picture of what you intend to explain. Your presentation is the entry point into the heart of your business; therefore, by adopting a structured approach, you can deliver an experience that engages, inspires, and builds confidence. 

1. Coffee Shop Illustration Business Plan Slides

present a business plan

Create your new business plan presentation with quality vector illustrations for Coffee Shops. Ideal for cafeterias, coffee bars, barista giftshop stores, bookshops and more.

Use This Template

2. Real Estate Business Plan PowerPoint Template

present a business plan

Realtors looking to start their own agencies should take a look at this attractive selection of slides with tailored real estate vector illustrations. These presentation plan slides show the different stages that a prospective buyer may incur, from hiring the services of a Real Estate agent, checking different properties, to finally buying a home.  Graphs and charts are included in vivid colors that are fully editable to meet the required branding.

3. Restaurant Business Model PowerPoint Template

present a business plan

As we’ve seen with the previous cases, these vector images depicting typical restaurant activities can help us build a business plan presentation sample to discuss with our team prior to an important meeting. Save time and money by introducing these professional designs into your presentation.

4. One Pager Business Plan PowerPoint

present a business plan

To briefly summarize the objectives of your business plan, work in-team with this one-pager business plan slide. Ideal to take notes, give a general picture of the current status of the business plan and key growth opportunities.

5. Business Plan PowerPoint Templates

present a business plan

If you want to create the best business plan presentation, this slide deck can make that task 100% easier. Containing all the elements described in this guide, introduce your data and prepare to deliver a powerful speech.

6. Flat Bold Business Plan PowerPoint Template

present a business plan

Another slide deck intended for those looking at how to make a business plan presentation that delivers a memorable experience. With a minimalistic design approach, it perfectly balances formal elements and impactful visual cues to help increase your audience’s retention rate.

7. Car Sharing Business Plan PowerPoint Template

present a business plan

Create the next Uber-like car-sharing service with the help of these carpooling vector illustrations perfectly arranged in a cohesive business plan slide deck. Presenters can explain the ins and outs of their business model with highly detailed graphics that grab the attention of potential investors. Check it out now!

8. Beauty Salon Business Plan PowerPoint Template

present a business plan

Business plan presentations don’t have to look formal or boring. This slide deck is geared towards beauty salon businesses, especially for those targeted to women. Chic design, bold color scheme, and extremely useful tools like a pricing list to present an idea like a subscription-based model where consumers see the total value of their investment.

9. CrossFit Business Plan PowerPoint Template

present a business plan

Finally, we list an option filled with tools and gym vector illustrations for those looking to start a gym business or CrossFit academy. These illustrations were crafted with care to express the core idea on every single slide, such as human-shaped graphs to present relevant KPIs.

present a business plan

Like this article? Please share

Business Planning, Business Presentations Filed under Business

Related Articles

How to Create & Present a Competitive Landscape Slide for Your Pitch Deck

Filed under Business • February 7th, 2024

How to Create & Present a Competitive Landscape Slide for Your Pitch Deck

Get to know how to properly create a winning competitive landscape slide for your pitch deck. Boost your pitch performance now.

How to Create a Sponsorship Deck (Guide + Examples)

Filed under Business • January 31st, 2024

How to Create a Sponsorship Deck (Guide + Examples)

Impress your audience and secure deals by knowing the insights on how to create a winning Sponsorship Deck. Step-by-step instructions + templates.

How to Make a Presentation: A Guide for Memorable Presentations

Filed under Business , Presentation Ideas • December 10th, 2023

How to Make a Presentation: A Guide for Memorable Presentations

Many people instantly assume a presentation equals to a PowerPoint presentation. But what truly is a presentation and how to make one? Get to know all that information with this guide.

Leave a Reply

present a business plan

How to Create a Business Plan Presentation

' src=

Noah Parsons

8 min. read

Updated October 27, 2023

It’s been said that business plans are worthless – it’s the planning process that is truly valuable . In many ways, this is a true statement. The business plan document that you create isn’t necessarily that useful because few people will ever review it in detail.

But, the process you went through to create that document forced you to think in detail about your business and answer questions that you might not have answered otherwise. The planning process forced you to become an expert in your business, your target market, and your operations.

The expertise that you created in the planning process is what you need to showcase when you pitch your business to lenders and investors. Figuring out how to distill all of that knowledge into a few slides and a ten-to-twenty-minute presentation is the next challenge. This guide will help you turn your business plan into a cohesive and convincing presentation that will help you win investors and wow your audience. 

  • What is a business plan presentation?

A business plan presentation is also often called a “ pitch deck .” It’s a set of slides, often designed to accompany an in-person or Zoom meeting, that presents the fundamentals of your business. A great business plan presentation explains what you do, who your target audience is, how your business operates, and what your “ask” is. After all, you probably aren’t just presenting your business plan to share your great idea, you’re trying to convince your audience to do something for you.

When you’re designing your business plan presentation, it’s helpful to know if you’re going to be able to talk through your presentation, or if it’s just going to be emailed out. This 

  • Why do you present a business plan?

Your business plan presentation is all about the “ask”. Whether you’re trying to raise money for your business, win a business plan competition, or pitching a potential new employee to join your business, you have a reason for presenting your business. As you work on your business plan presentation, keep this in mind. Know who your audience is and what you want from them at the end of your presentation. More often than not, your goal will be simply to get to the next meeting or have some opportunity to continue the conversation. 

  • 6 Tips to create a convincing business plan presentation

We’ll cover exactly what to include in your business plan presentation in the next section, but first let’s go over a few tips that will help you prepare a great presentation.

1. Start with a review of your business plan

Your business plan presentation is a summary of your business plan, so use your plan as a starting point. You already have all the information you need to, so just go back to your plan and highlight the key points that you plan to cover in your presentation. If there are key statistics or facts about your market that you want to highlight, identify those so that you don’t forget to include them in your presentation.

2. Tell a story

The key to engaging your audience is to hook them with a story. Think about the problems your customers face when they’re using a product or service from the competition. Explain what life is like before your business arrives to provide a novel solution. The more that you can get your audience to nod along and understand the point of view of your customer, the more likely they are to support your business. 

3. Use visuals

Business plan presentations shouldn’t be slides crammed with text and other information. Instead, focus on using imagery to convey your message. You don’t want your audience to just be reading a slide full of information while you talk – they won’t really give you their full attention when this happens. Instead, use photos, charts and graphs, or diagrams to explain your business and the problems you are solving. 

Brought to you by

LivePlan Logo

Create a professional business plan

Using ai and step-by-step instructions.

Secure funding

Validate ideas

Build a strategy

4. Use large, easy to read font

Always use a relatively large font in your presentation – 30pt or larger. Your audience shouldn’t have to strain to read what’s on your slide. Using a large font will also force you to choose your words carefully because you won’t have that much room on the page for a lot of words. 

6. Research who you’re presenting to

Nailing your presentation requires knowing your audience. For example, if you’ve invented a new medical device and are presenting to a room full of industry experts and medical professionals, you’ll want to present using terminology that they are familiar with. However, if your presentation is to investors who may not be as familiar with your industry, you may need to simplify things and make sure to use language that they will understand. 

  • What to include in your business plan presentation

As a general rule, try to keep your presentation to 10-12 slides. Although you could probably talk about your business all day, your audience is looking for a concise presentation that clearly communicates what your business does and where you are going. Here are the 10 slides you should include your presentation:

1. Introduction 

This is sometimes also called the title slide. You should include your company name and logo and a one line summary of your business. This might be your mission statement, or just a short tagline that explains what you’re doing in a nutshell. For example, Spotify might have said, “We’re revolutionizing how people listen to music and how artists get paid”. Instagram might have said, “We make it easy for anyone to produce professional-looking photos”.

2. The problem and your solution

This is where your story-telling skills need to come into play. You want to make your problem real to your audience. You want them to relate to people who have the problem, even if they don’t have the problem themselves. You want your audience nodding along in understanding.

With your problem clearly identified, you now explain your solution. This is a description of what your product or service is and what it does. Explain how it solves your customer’s problem and how it compares to the competition. 

3. Target market and opportunity

Your next step is to explain the size of your market and what your business opportunity is. You’ll use the market research data from your business plan in this slide to show how many potential customers are out there and you’ll show the different market segments that your business will target . 

4. Business model and pricing strategy

Your business model is an explanation of how you make money. For many businesses, this is very straightforward and doesn’t require much, if any, explanation. For others, more details will be required. For example, a business like Google provides their search engine for free to users, but sells ads in the search results. 

5. Traction

Traction is evidence of early success with your business. This might mean a list of initial customers, pre-orders through a Kickstarter campaign, or signed contracts with potential buyers. Any evidence that you can provide that proves that your business will be a success is useful to showcase here. 

6. Marketing and sales

Be sure to include a slide that provides an overview of your marketing and sales plan . You’ve identified your target market and now you need to explain how you’re going to reach them and sell to them. 

7. Financial projections

You shouldn’t try and fit your entire financial plan into your business plan presentation. Instead, extract the highlights and present them here. A sales forecast chart and profits chart could be useful. If you have a guess as to when you’ll become profitable, include that information. The goal of your presentation is to spark interest and get your audience to ask for additional information, so don’t overload things in your initial presentation.

8. Your team

Who is behind your business is often even more important than your idea. People come up with good ideas all the time. Investors are looking not just for a great idea, but for a team of people who can turn that idea into reality. Use this slide to provide a brief overview of your team and the rationale behind why your team is the right team to make the business a success. 

9. Use of funds

Assuming that you are presenting your business plan to raise money for your business, you’ll need to explain how you’re going to use that money. Is it for marketing or perhaps R&D? Maybe you need to raise funds to hire key additions to your team or to expand to a new location. Make it clear why you need the money and how you’re going to use it.

10. Call to action

Finally, don’t forget your “ask.” If you’re seeking investment, ask for it. If you are trying to convince someone to join your team, ask them to join. Your business plan presentation exists for a reason and there’s no harm in being direct about what you are looking for.

11. Appendix

Aside from the core slides of your presentation, it’s always useful to have additional slides ready to answer questions that come up. A great presentation leaves the audience interested and wanting to know more. Try and anticipate those questions and add slides in the appendix that helps answer those questions. When the audience asks a question that you’ve prepared a slide for, skip into the appendix and answer that question with your slide. This method shows your audience that you’re well prepared and have thought through all aspects of your business.

This is where it all comes back to planning. The plan document itself may not be useful, but the process you went through will leave you well-prepared to have an expert and successful business plan presentation.

  • Download your free pitch deck template

Get a jump start on your business plan presentation by downloading our free pitch deck template . It has everything you need to get started and includes all the key slides you need for a winning presentation. 

See why 1.2 million entrepreneurs have written their business plans with LivePlan

Content Author: Noah Parsons

Noah is the COO at Palo Alto Software, makers of the online business plan app LivePlan. He started his career at Yahoo! and then helped start the user review site Epinions.com. From there he started a software distribution business in the UK before coming to Palo Alto Software to run the marketing and product teams.

Check out LivePlan

Table of Contents

Related Articles

present a business plan

7 Min. Read

Which funding option should you choose?

present a business plan

2 Min. Read

Determine how much of your company you will offer

present a business plan

9 Min. Read

How to handle business loan rejection

present a business plan

22 Min. Read

Should you consider equity-based crowdfunding?

The LivePlan Newsletter

Become a smarter, more strategic entrepreneur.

Your first monthly newsetter will be delivered soon..

Unsubscribe anytime. Privacy policy .

Garrett's Bike Shop

The quickest way to turn a business idea into a business plan

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

No thanks, I prefer writing 40-page documents.

LivePlan pitch example

Discover the world’s #1 plan building software

present a business plan

  • PowerPoint Themes
  • Latest PowerPoint Templates
  • Best PowerPoint Templates
  • Free PowerPoint Templates
  • Simple PowerPoint Templates
  • PowerPoint Backgrounds
  • Project Charter
  • Project Timeline
  • Project Team
  • Project Status

Market Analysis

  • Marketing Funnel
  • Market Segmentation
  • Target Customer
  • Marketing Mix
  • Digital Marketing Strategy
  • Resource Planning
  • Recruitment
  • Employee Onboarding

Company Profile

  • Mission Vision
  • Meet The Team
  • Problem & Solution
  • Business Model
  • Business Case
  • Business Strategy
  • Business Review
  • Leadership Team
  • Balance Sheet
  • Income Statement
  • Cash Flow Statement

Executive Summary

  • 30 60 90 Day Plan
  • SWOT Analysis
  • Flow Charts
  • Gantt Charts
  • Text Tables
  • Infographics
  • Google Slides Templates
  • Presentation Services
  • Ask Us To Make Slides
  • Data Visualization Services
  • Business Presentation Tips
  • PowerPoint Tutorials
  • Google Slides Tutorials
  • Presentation Resources

SlideUpLift

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.

slideuplift's banner ad, download unlimited presentation templates buy membership

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. 

present a business plan

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.

Table Of Content

Related presentations.

Business Plan Executive Summary PowerPoint Template

Business Plan Executive Summary PowerPoint Template

Business Plan PowerPoint Template Collection

Business Plan PowerPoint Template Collection

30 60 90 Day Plan Collection For PowerPoint Templates

30 60 90 Day Plan Collection For PowerPoint Templates

Related blogs.

“What is Your 30 60 90 Day Plan” Interview Question: How to Answer?

“What is Your 30 60 90 Day Plan” Interview Question: How to Answer?

10 Bad PowerPoint Slides Examples to Avoid

10 Bad PowerPoint Slides Examples to Avoid

10 Best Business PowerPoint Templates for Presentations

10 Best Business PowerPoint Templates for Presentations

10 Best Business Presentation Topics to Captivate Your Audience

10 Best Business Presentation Topics to Captivate Your Audience

Tags and categories, privacy overview.

Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information

Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.

Got any suggestions?

We want to hear from you! Send us a message and help improve Slidesgo

Top searches

Trending searches

present a business plan

world war 1

45 templates

present a business plan

st patricks day

12 templates

present a business plan

16 templates

present a business plan

18 templates

present a business plan

calendar 2024

35 templates

present a business plan

world war 2

51 templates

Celebrate Slidesgo’s big 5! Five years of great presentations, faster

Business Plan Presentation templates

Free easy-to-edit presentation templates for google slides and powerpoint to help you pitch your business plan and attract potential investors and stakeholders..

Sales Forecast Business Plan presentation template

Premium template

Unlock this template and gain unlimited access

Sales Forecast Business Plan

These new slides are optimal for presenting a sales forecast in a professional way. The white backgrounds allow you to lay out your contents without any distractions. We also used some photos to highlight something very important when it comes to achieving objectives: the employees and their work. There are...

Investment Business Plan presentation template

Investment Business Plan

Rewards come after a great investment, and this applies especially to companies. You’ll need to attract potential investors and other people to put their trust in your project. With this free presentation template, you can explain your business plan, your market research and everything you need to strike a new...

Farm Business Plan presentation template

Farm Business Plan

Farms are more important than most people realize, especially when it comes to providing us with the basic necessities we use in our everyday lives. Create a business plan for your farm with our latest template.

Spa Business Plan presentation template

Spa Business Plan

Download the Spa 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, eliminating any potential misunderstandings....

Ethanol Production Business Plan presentation template

Ethanol Production Business Plan

Download the Ethanol Production 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, eliminating any potential...

Business Plan: Minimalist Aesthetics presentation template

Business Plan: Minimalist Aesthetics

A set of slides with a minimalist design, some watercolor details and a variety of layouts for presenting a lot of interesting data: market share, competitor analysis, sales and distribution, etc. That's a great business plan presentation, and this template has all these features. You'll be customizing it easily in...

Business Innovation Plan presentation template

Business Innovation Plan

Download the Business Innovation 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, eliminating any potential misunderstandings....

Fresh Market Business Plan presentation template

Fresh Market Business Plan

Download the Fresh Market 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, eliminating any potential...

Cost Reduction in Manufacturing Industry Business Plan presentation template

Cost Reduction in Manufacturing Industry Business Plan

Download the Cost Reduction in Manufacturing Industry 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,...

Mediterranean Cruise Business Plan presentation template

Mediterranean Cruise Business Plan

Download the Mediterranean Cruise 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, eliminating any potential...

F&B (Food & Beverage) Business Plan Infographics presentation template

F&B (Food & Beverage) Business Plan Infographics

Download the F&B (Food & Beverage) Business Plan Infographics template for PowerPoint or Google Slides and discover the power of infographics. An infographic resource gives you the ability to showcase your content in a more visual way, which will make it easier for your audience to understand your topic. Slidesgo...

Investment Company Business Plan presentation template

Investment Company Business Plan

A business plan sets the strategy, resources, goals and plans for your company. If you focus on using money to fund new projects, get huge returns, make ideas possible and getting new forms of income, this template for investment companies is the one that best will reflect your ideals! With...

Sport Shoe Marketing Plan presentation template

Sport Shoe Marketing Plan

Download the Sport Shoe Marketing Plan presentation for PowerPoint or Google Slides. This incredible template is designed to help you create your own marketing plan that is sure to impress your entire team. Using this amazing tool, you'll be able to analyze your target audience, assess your competitors, map out...

Simple Business Plan presentation template

Simple Business Plan

Boosting sales, attracting new customers, expanding the market... All of these are goals that businesses want to achieve. Aim high in your next presentation for your business plan, especially if you put your trust in this free template by Slidesgo.

Co-operative Company Business Plan presentation template

Co-operative Company Business Plan

Having a good business plan can open many doors. At Slidesgo we know that, and that’s why we have created this co-operative company business plan, to help you structure your information. Start with an overview of market trends and competitors. Then edit the graphs to talk about your potential clients...

Elegant Workplan

Developing a successful business plan can be challenging, but with the right tools at your disposal, it becomes much simpler. This template is a comprehensive document that allows you to outline your business goals, strategies, and financial projections in a professional and aesthetically pleasing way. The full suite of resources...

Cool Startup Business Plan presentation template

Cool Startup Business Plan

Testing the waters with your startup? It's going to be a great business and everyone will see it! To get off on the right foot, try devising a business plan that makes sense and translate it into a presentation so it's more visual and potential investors understand your ideas. The...

Succession Planning Project Proposal presentation template

Succession Planning Project Proposal

Download the Succession Planning Project Proposal presentation for PowerPoint or Google Slides. A well-crafted proposal can be the key factor in determining the success of your project. It's an opportunity to showcase your ideas, objectives, and plans in a clear and concise manner, and to convince others to invest their...

  • Page 1 of 39

New! Make quick presentations with AI

Slidesgo AI Presentation Maker puts the power of design and creativity in your hands, so you can effortlessly craft stunning slideshows in minutes.

Five years of great presentations, faster

Celebrate Slidesgo’s big 5!

present a business plan

Register for free and start editing online

Follow Polygon online:

  • Follow Polygon on Facebook
  • Follow Polygon on Youtube
  • Follow Polygon on Instagram

Site search

  • What to Watch
  • What to Play
  • PlayStation
  • All Entertainment
  • Modern Warfare 3
  • Zelda: Tears of the Kingdom
  • Baldur’s Gate 3
  • Buyer’s Guides
  • Galaxy Brains
  • All Podcasts

Filed under:

Watch Xbox’s highly anticipated ‘business update’ podcast

See what’s next for Microsoft gaming and Xbox exclusivity to be revealed

Share this story

  • Share this on Facebook
  • Share this on Reddit
  • Share All sharing options

Share All sharing options for: Watch Xbox’s highly anticipated ‘business update’ podcast

Microsoft’s update on the state of the Xbox business — whether Xbox exclusive games are going multiplatform and what the Xbox console business will look like — will be revealed on Thursday, Feb. 15. Microsoft Gaming CEO Phil Spencer, Xbox president Sarah Bond, and head of Xbox Game Studios Matt Booty promise to share updates on the Xbox business in the Official Xbox Podcast, according to a post on X from the official Xbox account .

Thursday’s special edition of the Official Xbox Podcast will available to watch on YouTube “or wherever you listen to your podcasts,” Microsoft said, including Spotify and Apple Podcasts . The business update episode of the Official Xbox Podcast will go live on Thursday at 3 p.m. EST/12 p.m. PST.

The discussion between Spencer, Bond, and Booty will hopefully address roiling rumors and reports that various Xbox-exclusive games, including titles like Sea of Thieves , Hi-Fi Rush , Indiana Jones and the Great Circle , and Starfield , might be making their way to PlayStation and Nintendo consoles. In early February, Spencer addressed the flurry of rumors in a roundabout way, promising concrete details about what’s next for the Xbox brand and platform.

“We’re listening and we hear you,” Spencer said on X . “We’ve been planning a business update event for next week, where we look forward to sharing more details with you about our vision for the future of Xbox. Stay tuned.”

The future of Xbox will reportedly still have a hardware component. According to a report from the Updater newsletter, Spencer recently told Microsoft employees at a town hall meeting that there are no plans to stop making Xbox consoles, part of a strategy that involves “multiple kinds of devices.”

Microsoft is already in the multiplatform game business, thanks to acquired properties like Minecraft, Call of Duty, Diablo, and Overwatch. But if franchises typically associated as Xbox-only, like Halo, Gears of War, Forza, and Fable, are going to PlayStation and Nintendo consoles, it would signal a radical departure from Xbox’s past. We’ll know more on Thursday.

present a business plan

The next level of puzzles.

Take a break from your day by playing a puzzle or two! We’ve got SpellTower, Typeshift, crosswords, and more.

Sign up for the newsletter Patch Notes

A weekly roundup of the best things from Polygon

Just one more thing!

Please check your email to find a confirmation email, and follow the steps to confirm your humanity.

Oops. Something went wrong. Please enter a valid email and try again.

Loading comments...

Luke Skywalker from Star Wars: A New Hope stands on the desert planet of Tatooine in front of his speeder

Frank Herbert always thought Star Wars was a Dune ripoff

A man (Don Lee) points a shotgun through a hole while a young man and a woman stand behind him in a darkened hallway in Badland Hunters.

The best sci-fi movies to watch on Netflix this February

A screenshot of a shirtless politician in Metal Gear Rising: Revengeance

The best President’s Day deals

Two of the Von Erich brothers raise their fists above the ring in The Iron Claw

Oppenheimer, Thanksgiving on Netflix, The Iron Claw, and every new movie to watch this weekend

A render of the red Mario-themed Nintendo Switch model floating over a red background

Nintendo’s next-gen console reportedly delayed to 2025

A Palworld character stands in front of a yellow-ish sulfur rock

How to get sulfur in Palworld

These 22 GOP senators voted for a $95.3 billion Ukraine and Israel aid package — without the controversial border provisions that Republicans have rejected

  • The Senate approved a Ukraine and Israel aid bill — without any border provisions.
  • Republicans had demanded border security measures, only to reject them as insufficiently harsh.
  • 22 GOP senators, slightly less than half of the conference, joined most Democrats to pass the bill.

Insider Today

So much for that border security deal.

Early on Tuesday, the Senate passed a bill to provide billions in aid to Ukraine and Israel, setting up an eventual clash with House Republicans.

In the end, 22 Republican senators — slightly less than half of the conference — joined with most Democrats to pass a version of the foreign aid bill that didn't include any of the border security provisions. Hours earlier, the bill failed after Republicans panned the bipartisan deal that they had originally demanded.

Among those voting for the bill was Senate Minority Leader Mitch McConnell, whose support for Ukraine aid is increasingly at odds with the rest of the GOP, as well as his allies in the conference.

The $95.34 billion package contains $60 billion in new aid to Ukraine, $14 billion for Israel, and $9.15 billion for humanitarian assistance, including for Gaza.

Tuesday's vote represents a significant decline in support for Ukraine within the Senate GOP. In May 2022 — the last time the Senate voted on a bill primarily dealing with Ukraine aid — 39 GOP senators supported it.

Despite hopes for an amendment process, no such votes were taken, in part because Republican Sen. Rand Paul of Kentucky sought to drag out the passage of the bill as long as possible. Under the Senate's arcane rules, amendment votes are typically used to speed up the passage of a bill.

Many Republican lawmakers, particularly on the hard right, have been fervently opposed to further aid to Ukraine, arguing that it does not serve American interests and that the money would be better spent domestically in the United States.

Owing to that opposition, it's unclear what path the bill would have through the House. House Speaker Mike Johnson has signaled some level of support for Ukraine aid since ascending to the top job, but he regularly voted against it as a rank-and-file lawmaker.

Republican Rep. Marjorie Taylor Greene of Georgia has threatened to call a vote on ousting Johnson from the speakership if he allows another vote on Ukraine aid.

Meanwhile, some progressive Democrats are likely to oppose the package if it does not include conditions on Israel.

Sen. Bernie Sanders of Vermont and two other Democrats voted against the bill on Tuesday.

Here are the 22 GOP senators who voted for the bill:

John Boozman of Arkansas

Shelley Moore Capito of West Virginia

Bill Cassidy of Louisiana

Susan Collins of Maine

John Cornyn of Texas

Kevin Cramer of North Dakota

Mike Crapo of Idaho

Joni Ernst of Iowa

Chuck Grassley of Iowa

John Hoeven of North Dakota

John Kennedy of Lousiana

Senate Minority Leader Mitch McConnell of Kentucky

Jerry Moran of Kansas

Lisa Murkowski of Alaska 

James Risch of Idaho

Mitt Romney of Utah

Mike Rounds of South Dakota

Dan Sullivan of Alaska

John Thune of South Dakota

Thom Tillis of North Carolina

Roger Wicker of Mississippi

Todd Young of Indiana

present a business plan

Watch: 3 senators livestreamed their hunt across DC for the secretive GOP healthcare bill

present a business plan

  • Main content

CDC plans to drop five-day covid isolation guidelines

present a business plan

Americans who test positive for the coronavirus no longer need to routinely stay home from work and school for five days under new guidance planned by the Centers for Disease Control and Prevention.

The agency is loosening its covid isolation recommendations for the first time since 2021 to align it with guidance on how to avoid transmitting flu and RSV, according to four agency officials and an expert familiar with the discussions.

CDC officials acknowledged in internal discussions and in a briefing last week with state health officials how much the covid-19 landscape has changed since the virus emerged four years ago, killing nearly 1.2 million people in the United States and shuttering businesses and schools. The new reality — with most people having developed a level of immunity to the virus because of prior infection or vaccination — warrants a shift to a more practical approach, experts and health officials say.

“Public health has to be realistic,” said Michael T. Osterholm, an infectious-disease expert at the University of Minnesota. “In making recommendations to the public today, we have to try to get the most out of what people are willing to do. … You can be absolutely right in the science and yet accomplish nothing because no one will listen to you.”

The CDC plans to recommend that people who test positive for the coronavirus use clinical symptoms to determine when to end isolation. Under the new approach, people would no longer need to stay home if they have been fever-free for at least 24 hours without the aid of medication and their symptoms are mild and improving, according to three agency officials who spoke on the condition of anonymity to share internal discussions.

Here is the current CDC guidance on isolation and precautions for people with covid-19

The federal recommendations follow similar moves by Oregon and California . The White House has yet to sign off on the guidance that the agency is expected to release in April for public feedback, officials said. One agency official said the timing could “move around a bit” until the guidance is finalized.

Work on revising isolation guidance has been underway since last August but was paused in the fall as covid cases rose. CDC director Mandy Cohen sent staff a memo in January that listed “Pan-resp guidance-April” as a bullet point for the agency’s 2024 priorities.

Officials said they recognized the need to give the public more practical guidelines for covid-19, acknowledging that few people are following isolation guidance that hasn’t been updated since December 2021. Back then, health officials cut the recommended isolation period for people with asymptomatic coronavirus from 10 days to five because they worried essential services would be hobbled as the highly transmissible omicron variant sent infections surging. The decision was hailed by business groups and slammed by some union leaders and health experts.

Covid is here to stay. How will we know when it stops being special?

The plan to further loosen isolation guidance when the science around infectiousness has not changed is likely to prompt strong negative reaction from vulnerable groups, including people older than 65, those with weak immune systems and long-covid patients, CDC officials and experts said.

Doing so “sweeps this serious illness under the rug,” said Lara Jirmanus, a clinical instructor at Harvard Medical School and a member of the People’s CDC, a coalition of health-care workers, scientists and advocates focused on reducing the harmful effects of covid-19.

Public health officials should treat covid differently from other respiratory viruses, she said, because it’s deadlier than the flu and increases the risk of developing long-term complications . As many as 7 percent of Americans report having suffered from a slew of lingering covid symptoms, including fatigue, difficulty breathing, brain fog, joint pain and ongoing loss of taste and smell, according to the CDC.

The new isolation recommendations would not apply to hospitals and other health-care settings with more vulnerable populations, CDC officials said.

While the coronavirus continues to cause serious illness, especially among the most vulnerable people, vaccines and effective treatments such as Paxlovid are available. The latest versions of coronavirus vaccines were 54 percent effective at preventing symptomatic infection in adults, according to data released Feb. 1, the first U.S. study to assess how well the shots work against the most recent coronavirus variant. But CDC data shows only 22 percent of adults and 12 percent of children had received the updated vaccine as of Feb. 9, despite data showing the vaccines provide robust protection against serious illness .

Coronavirus levels in wastewater i ndicate that symptomatic and asymptomatic infections remain high. About 20,000 people are still hospitalized — and about 2,300 are dying — every week, CDC data show. But the numbers are falling and are much lower than when deaths peaked in January 2021 when almost 26,000 people died of covid each week and about 115,000 were hospitalized.

The lower rates of hospitalizations were among the reasons California shortened its five-day isolation recommendation last month , urging people to stay home until they are fever-free for 24 hours and their symptoms are mild and improving. Oregon made a similar move last May.

California’s state epidemiologist Erica Pan said the societal disruptions that resulted from strict isolation guidelines also helped spur the change. Workers without sick leave and those who can’t work from home if they or their children test positive and are required to isolate bore a disproportionate burden. Strict isolation requirements can act as a disincentive to test when testing should be encouraged so people at risk for serious illness can get treatment, she said.

Giving people symptom-based guidance, similar to what is already recommended for flu, is a better way to prioritize those most at risk and balance the potential for disruptive impacts on schools and workplaces, Pan said. After Oregon made its change, the state has not experienced any disproportionate increases in community transmission or severity, according to data shared last month with the national association representing state health officials.

California still recommends people with covid wear masks indoors when they are around others for 10 days after testing positive — even if they have no symptoms — or becoming sick. “You may remove your mask sooner than 10 days if you have two sequential negative tests at least one day apart,” the California guidance states.

It’s not clear whether the updated CDC guidance will continue to recommend masking for 10 days.

Health officials from other states told the CDC last week that they are already moving toward isolation guidelines that would treat the coronavirus the same as flu and RSV, with additional precautions for people at high risk, said Anne Zink, an emergency room physician and Alaska’s chief medical officer.

Many other countries, including the United Kingdom, Denmark, Finland, Norway and Australia, made changes to isolation recommendations in 2022. Of 16 countries whose policies California officials reviewed, only Germany and Ireland still recommend isolation for five days, according to a presentation the California public health department gave health officials from other states in January. The Singapore ministry of health, in updated guidance late last year, said residents could “return to normal activities” once coronavirus symptoms resolve.

Even before the Biden administration ended the public health emergency last May, much of the public had moved on from covid-19, with many people having long given up testing and masking, much less isolating when they come down with covid symptoms.

Doctors say the best way for sick people to protect their communities is to mask or avoid unnecessary trips outside the home.

“You see a lot of people with symptoms — you don’t know if they have covid or influenza or RSV — but in all three of those cases, they probably shouldn’t be at Target, coughing, and looking sick,” said Eli Perencevich, an internal medicine professor at the University of Iowa.

Coronavirus: What you need to know

New covid variant: The United States is in the throes of another covid-19 uptick and coronavirus samples detected in wastewater suggests infections could be as rampant as they were last winter. JN.1, the new dominant variant , appears to be especially adept at infecting those who have been vaccinated or previously infected. Here’s how this covid surge compares with earlier spikes .

Covid ER visits rise: Covid-19, flu and RSV are rebounding in the United States ahead of the end-of-year holidays, with emergency room visits for the three respiratory viruses collectively reaching their highest levels since February.

New coronavirus booster: The Centers for Disease Control and Prevention recommends that anyone 6 months or older get an updated coronavirus shot , but the vaccine rollout has seen some hiccups , especially for children . Here’s what you need to know about the new coronavirus vaccines , including when you should get it.

  • CDC plans to drop five-day covid isolation guidelines February 13, 2024 CDC plans to drop five-day covid isolation guidelines February 13, 2024
  • Is this covid surge really the second biggest? Here’s what data shows. January 12, 2024 Is this covid surge really the second biggest? Here’s what data shows. January 12, 2024
  • Covid kills nearly 10,000 in a month as holidays fuel spread, WHO says January 11, 2024 Covid kills nearly 10,000 in a month as holidays fuel spread, WHO says January 11, 2024

present a business plan

  • Pre-Markets
  • U.S. Markets
  • Cryptocurrency
  • Futures & Commodities
  • Funds & ETFs
  • Health & Science
  • Real Estate
  • Transportation
  • Industrials

Small Business

Personal Finance

  • Financial Advisors
  • Options Action
  • Buffett Archive
  • Trader Talk
  • Cybersecurity
  • Social Media
  • CNBC Disruptor 50
  • White House
  • Equity and Opportunity
  • Business Day Shows
  • Entertainment Shows
  • Full Episodes
  • Latest Video
  • CEO Interviews
  • CNBC Documentaries
  • CNBC Podcasts
  • Digital Originals
  • Live TV Schedule
  • Trust Portfolio
  • Trade Alerts
  • Meeting Videos
  • Homestretch
  • Jim's Columns
  • Stock Screener
  • Market Forecast
  • Options Investing
  • Chart Investing

Credit Cards

Credit Monitoring

Help for Low Credit Scores

All Credit Cards

Find the Credit Card for You

Best Credit Cards

Best Rewards Credit Cards

Best Travel Credit Cards

Best 0% APR Credit Cards

Best Balance Transfer Credit Cards

Best Cash Back Credit Cards

Best Credit Card Welcome Bonuses

Best Credit Cards to Build Credit

Find the Best Personal Loan for You

Best Personal Loans

Best Debt Consolidation Loans

Best Loans to Refinance Credit Card Debt

Best Loans with Fast Funding

Best Small Personal Loans

Best Large Personal Loans

Best Personal Loans to Apply Online

Best Student Loan Refinance

All Banking

Find the Savings Account for You

Best High Yield Savings Accounts

Best Big Bank Savings Accounts

Best Big Bank Checking Accounts

Best No Fee Checking Accounts

No Overdraft Fee Checking Accounts

Best Checking Account Bonuses

Best Money Market Accounts

Best Credit Unions

All Mortgages

Best Mortgages

Best Mortgages for Small Down Payment

Best Mortgages for No Down Payment

Best Mortgages with No Origination Fee

Best Mortgages for Average Credit Score

Adjustable Rate Mortgages

Affording a Mortgage

All Insurance

Best Life Insurance

Best Homeowners Insurance

Best Renters Insurance

Best Car Insurance

Travel Insurance

All Credit Monitoring

Best Credit Monitoring Services

Best Identity Theft Protection

How to Boost Your Credit Score

Credit Repair Services

All Personal Finance

Best Budgeting Apps

Best Expense Tracker Apps

Best Money Transfer Apps

Best Resale Apps and Sites

Buy Now Pay Later (BNPL) Apps

Best Debt Relief

All Small Business

Best Small Business Savings Accounts

Best Small Business Checking Accounts

Best Credit Cards for Small Business

Best Small Business Loans

Best Tax Software for Small Business

Filing For Free

Best Tax Software

Best Tax Software for Small Businesses

Tax Refunds

Tax Brackets

Tax By State

Tax Payment Plans

All Help for Low Credit Scores

Best Credit Cards for Bad Credit

Best Personal Loans for Bad Credit

Best Debt Consolidation Loans for Bad Credit

Personal Loans if You Don't Have Credit

Best Credit Cards for Building Credit

Personal Loans for 580 Credit Score or Lower

Personal Loans for 670 Credit Score or Lower

Best Mortgages for Bad Credit

Best Hardship Loans

All Investing

Best IRA Accounts

Best Roth IRA Accounts

Best Investing Apps

Best Free Stock Trading Platforms

Best Robo-Advisors

Index Funds

Mutual Funds

Digital banking giant Revolut is launching phone plans for travelers in the UK

thumbnail

  • Digital banking startup Revolut is launching travel eSIM plans in the U.K. that give users access to data abroad without suffering roaming charges.
  • The product launch is a rare step for a financial services company, and is part of Revolut's long-term ambition to become "super app" with multiple services spanning finance and travel.
  • Subscribers to Revolut’s Ultra subscription tier will get access to 3GB of data for use across different countries, which resets every month.

British financial technology company Revolut is launching phone plans in the U.K., the company has told CNBC exclusively, making it the first financial services firm in the country to offer telecom plans — and among the first globally.

The digital banking and payments unicorn said it will start offering eSIMs — SIM cards that can be stored virtually rather than in physical form in the device — this week. The plans will begin rolling out for users in the coming days.

Customers on Revolut's basic app experience without any subscription can get a standard eSIM plan that allows them to access their Revolut app so that they can top up their phone as and when needed. For instance, if a Revolut user arrives at an airport and runs out of data on their current SIM provider, they can still access features on their Revolut app free of charge and top up their data as usual.

Revolut customers on the company's £55 ($69.47) a month, premium Ultra package will get 3GB of data to use globally, with a rolling refresh every month. That means that they will not have to worry about unexpected roaming charges when entering another country.

The cost of using mobile data overseas has increased for Brits in recent years. Several mobile carriers, including BT, Vodafone and Three, have reintroduced roaming charges since the U.K. left the European Union. Brits were previously able to travel across the EU without incurring roaming fees. Meanwhile, most mobile carriers don't include free data in non-EU countries as part of their standard plans.

Revolut users without an Ultra subscription can get an introductory offer of 100MB of free data if they apply before May 1. The offer is valid for seven days.

Revolut has partnered with U.K. mobile network operator 1Global, formerly known as Truphone, to launch its eSIM.

Tara Massoudi, general manager of premium products at Revolut, said the decision for Revolut to launch eSIMs was to turn the company into more of an all-encompassing "super app" with services spanning bank accounts, currency exchange, insurance, travel bookings and airport lounge passes.

"Our ambition is very much to be the financial super app," Massoudi told CNBC. "This is really in that direction."

"Travel is a huge value prop that we've always had, and it's still remained super important for our users," Massoudi added. "So it's important that we continue to innovate in that space."

Launching phone plans is a rare step from a financial services firm. Plenty of challenger banks have bundled new services into their apps to give consumers more of a reason to use them over alternatives. The aim is to pull in a stickier customer base long term.

That's pretty key in Revolut's case. The company, which notched a $33 billion valuation in 2022, has been trying to get more of a loyal user base and grow its line of paid subscriptions to diversify revenue.

For that, it needs customers who use it as more of a permanent banking provider for all their financial needs, rather than just an optional low-fee travel account for when they go abroad.

What is a super app, and why haven't they gone global?

Hermann Frank, CEO of tech startup Gigs, which helps businesses set up and sell their own branded eSIM phone and data plans, said Revolut's move could prove lucrative for the firm in the long term.

"This move presents an easy avenue for Revolut to unlock a lucrative new revenue stream and could play a vital part in the company's long-term profitability," Frank told CNBC via email.

"By enriching their offering with branded phone plans, neobanks like Revolut can fuse two essential services in one single app, easing the user experience and further compounding stickiness."

Retail spending on travel connectivity services, including roaming packages and travel SIMs, is expected to rise to over $30 billion by 2028, according to roaming and connectivity market intelligence and consulting firm Kaleido Intelligence.

"We foresee many other banks launching phone plans and travel offers in the coming 18 months," Frank added.

Revolut isn't the first fintech ever to launch an eSIM offering. Indian credit card startup Zolve, which helps immigrants set up banking before arriving in the U.S., started offering phone plans attached to physical SIMs and eSIMs in August.

comscore

IMAGES

  1. Business Plan

    present a business plan

  2. How to Write a Business Plan in 9 Steps (+ Template and Examples)

    present a business plan

  3. Infographic on How to Write a Business Plan

    present a business plan

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

    present a business plan

  5. Business Plan Presentation- SlideEgg

    present a business plan

  6. 5 Tips for Presenting Your Business Plan

    present a business plan

COMMENTS

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

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

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

    What is a Business Plan Presentation? We know a business plan as a formal document that includes your business goals, mission, strategy and the rest of the starting-a-business shebang. A business plan presentation is all that with added pressure since you've to convey the entire information in slides - clearly and concisely. Hey executives!

  3. Write your business plan

    Executive summary Briefly tell your reader what your company is and why it will be successful. Include your mission statement, your product or service, and basic information about your company's leadership team, employees, and location. You should also include financial information and high-level growth plans if you plan to ask for financing.

  4. How to Present Your Business Plan

    The first rule of thumb is to write a business plan and to know that plan inside and out before pitching and presenting to outside investors. The written business plan is often the way to...

  5. How to Present a Business Plan

    This document outlines the most important details about your new venture — including your mission, your founding team, your market research and, most importantly, your financial projections. Once your business plan is written, you may be asked to present it in a variety of circumstances.

  6. How to Present Your Business Plan Successfully

    How to Present Your Business Plan Successfully If you've recently started your own business or are thinking about starting one, it's important to write a business plan. This document defines your business purpose plus critical operational details, like your founding and management team and financial projections.

  7. How to Write a Simple Business Plan

    That said, a typical business plan will include the following benchmarks: Product goals and deadlines for each month. Monthly financials for the first two years. Profit and loss statements for the first three to five years. Balance sheet projections for the first three to five years. Startups, entrepreneurs, and small businesses all create ...

  8. How To Present Your Business Plan

    How Can You Present Your Business Plan With Impact? If You're Ready To Grab Your Audience's Attention For Your Business Plan Presentation, Click Here To Disc...

  9. The Easy Guide to Making a Business Plan Presentation

    Updated on: 07 December 2022 | 11 min read Exploring Business Plan Presentation? Create one using a template Key elements of a business plan Benefits of using business plan presentation Failing to plan is planning to fail. That's why a business plan is crucial to your business.

  10. How to Present a Business Plan

    In general, presenting a business plan involves public speaking and often a visual demonstration, such as Powerpoint or other type of slideshow. It's your chance to explain why your company is a good investment opportunity or a good risk for lenders. Tips For A Successful Business Plan Presentation

  11. 6 Strategies for Presenting Your Business Plan

    1. Obtain leads and referrals. Find names, addresses and phone numbers of the type of investors you wish to target. Ask people you know for referrals. Network as much as possible. 2. Research your...

  12. Simple Business Plan Template (2024)

    How To Write an Effective Business Plan in 6 Steps Frequently Asked Questions While taking many forms and serving many purposes, they all have one thing in common: business plans help you...

  13. How to Make a Killer Business Plan Presentation (+Templates)

    A business plan presentation is your chance to delve deep, showcasing not just the what and the how, but also the why of your business. It's your strategic playbook that can persuade investors, guide your team, and set the foundation for your business's success. 11 essential slides of a business plan presentation:

  14. How to make a business plan presentation (Free Template)

    A business plan presentation is a visual and engaging presentation of your efficient business plan. It allows you to present an entire business plan to someone fairly new to your business within a few minutes. A business presentation is a brief summary of what your business does, what are its goals and what is its financial standing in the ...

  15. Business Plan Presentations: A Guide

    How to Create a Business Plan Presentation Stage 1 - Identifying the Opportunity Executive Summary Justification of the Business Proposal SWOT Analysis The Niche of the Proposal & Actors in the Industry Competitors Competitive Intensity Trend Analysis and Critical Variables Value Chain Market Analysis Jobs-to-be-Done Stage 2 - Business Model

  16. How To Make a Business Plan Presentation (With Tips)

    Updated February 3, 2023 A business presentation plan is a valuable tool that can prepare you to introduce information to a group of individuals concisely and effectively. A proper business plan informs and engages the audience and is easy to understand, despite their level of familiarity with the topics.

  17. How to present your business plan effectively

    Presenting your business plan is an art and a science to which you must devote time if you are going to be successful as an entrepreneur. When presenting your business plan, it's important to keep your audience in mind and target your content appropriately.

  18. How to Make a Compelling Business Plan Presentation ...

    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.

  19. 11 Steps to Create a Business Plan Presentation

    Create a business plan that maximizes your chances of securing funding. Create a fundable plan. 4. Use large, easy to read font. Always use a relatively large font in your presentation - 30pt or larger. Your audience shouldn't have to strain to read what's on your slide.

  20. Business Plan

    A business plan should follow a standard format and contain all the important business plan elements. Typically, it should present whatever information an investor or financial institution expects to see before providing financing to a business. Contents of a Business Plan. A business plan should be structured in a way that it contains all the ...

  21. How to Make a Business Plan Presentation? Guide

    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.

  22. Free editable and printable business plan templates

    A business plan acts as a compass for the owner, a document that provides them with focus and direction amid all the unknown variables. Need a little help getting started? Find business plan templates from Canva's premade document gallery for a crash course on how to effectively present your objectives. Business plans can come in various ...

  23. Free Business Plan Google Slide and PowerPoint templates

    Download the Fresh Market 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, eliminating ...

  24. 30 Emerging Technologies That Will Guide Your Business Decisions

    This theme focuses on making the right business and ethical choices in the adoption of AI and using AI design principles that will benefit people and society.. Human-centered AI (HCAI) is a common AI design principle that calls for AI to continuously benefit from human input. Behavioral analytics refers to session-tracking capabilities that monitor user interactions with a protected service to ...

  25. Xbox business update podcast coming Feb. 15

    The business update episode of the Official Xbox Podcast will go live on Thursday at 3 p.m. EST/12 p.m. PST. The discussion between Spencer, Bond, ...

  26. These 22 GOP Senators Voted for Ukraine Aid Without Border Deal

    The $95.34 billion package contains $60 billion in new aid to Ukraine, $14 billion for Israel, and $9.15 billion for humanitarian assistance, including for Gaza.. Tuesday's vote represents a ...

  27. Comcast Spectacor presents massive mixed-use development plan for South

    The master plan calls for 500,000 square feet of office space, 460,000 square feet of retail, a 5,500-seat concert venue, 2,000 multifamily residential units and 500 rooms across multiple hotels ...

  28. CDC plans to drop five-day covid isolation guidelines

    Choose your plan CDC officials ... Officials said they recognized the need to give the public more practical guidelines for covid-19, acknowledging that few people are following isolation guidance ...

  29. Revolut launches travel eSIM phone plans in the UK

    Digital banking startup Revolut is launching travel eSIM plans in the U.K. that give users access to data abroad without suffering roaming charges. The product launch is a rare step for a ...

  30. Swifties and 'set jetting': Southeast Asia's tourism bounce-back plan

    Southeast Asia has been one of the world's slowest regions to bounce back to pre-pandemic tourism numbers. CNN's Kristie Lu Stout travels to Laos to find out why Taylor Swift concerts and HBO ...