business plan review ppt

13 Free Business Plan Powerpoint Templates To Get Now

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By Iveta Pavlova

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4 years ago

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

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

1. Strategic Business Free Powerpoint Template

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

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

2. Voodoo 2.5 Free Powerpoint Template with Animations

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

3. Investment Business Plan Template for Google Slides & Powerpoint

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

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

4. Insurance Business Plan Template for Google Slides & Powerpoint

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

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

5. Clean Corporate Biz Free Powerpoint Template

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

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

6. A Free PowerPoint Template “Investor”

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

7. Marketing Plan Free Powerpoint Template

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

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

8. Business Idea Free Powerpoint Template

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

• 31 useful slides
• 27 color options

9. “Nook” Minimalist Pitch Deck Powerpoint Template

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

• 12 different slides with modern designs

10. Free Simple Business Plan Presentation Template

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

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

11. Free ‘Xe’ PowerPoint Modern Business Minimal Template

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

12. Free Modern Business Powerpoint Template

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

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

13. Corporate Presentation Free Template

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

• Auto-animated
• Font file included

That’s all!

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

Would you like to browse even more freebies? Check out these suggestions:

The Best Minimalist Powerpoint Templates for Free Download

• Top Resume Powerpoint Templates to Help You Stand Out
• The Best Free Infographic Templates in 2022 for Every Software

Premium: MultiSplash PowerPoint Templates

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

• 77 multipurpose presentation slides
• 120 Icons and illustrations included

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Iveta Pavlova

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

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How to Make a 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.

7 minute read

helped business professionals at:

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.

3) Select a suitable design template

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

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.

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!

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.

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:

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:

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.

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.

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Free QBR and Business Review Templates

By Kate Eby | June 25, 2018 (updated October 20, 2022)

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Companies like Google and Intel use a form of goal planning and a business leadership process to identify OKRs, the objectives and key results that drive internal performance, build customer relationships, and deliver growth. The quarterly business review (QBR) meeting is the delivery platform to discuss and set OKRs and measure and grade performance as determined by a company’s overall mission and values. This article features an overview of QBR meetings, including expert business review planning and presentation techniques. You’ll find a variety of free QBR templates to use, so you can spend less time preparing for your presentations and more time managing your business.  

Customer QBR Meeting Preparation Checklist

Use this checklist to help you prepare a QBR meeting presentation that captures your customer’s attention and demonstrates your commitment to honor their valuable time.

‌ Download Customer QBR Meeting Preparation Checklist

Supplier QBR Template

QBR meetings provide a place and time for suppliers and customers to build a strategic relationship that benefits both parties. Use this supplier QBR template to measure the quantitative value that your managed service providers and vendor partners offer your business. If you’re the supplier, use this template at your next QBR to take a proactive role as a valuable business partner by establishing your customer’s return on investment.

‌  Download Excel Template Try Smartsheet Template   ‌

Annual Business Review Template

Use this annual business review template to compile the key results of your quarterly business review meetings and prepare your presentation. This template is designed as a formal presentation to discuss key business objectives and results. Customize the slides outlined to deliver a concise, impactful review of past performance and articulate future goals for the year ahead.

‌ Download Annual Business Review Template – PowerPoint

Small Business QBR Template

Running a small business requires the optimization of time and money — hold your suppliers to the same standard with this template. Use this form to organize information about the products and services your key vendors provide. Also use it to facilitate critical quarterly checkpoint meetings in order to grade the relationship based on results.

Download Small Business QBR Template

Excel | Word

Executive QBR Template

Use this customizable QBR slide deck to present to executive leadership. It is designed to present the most vital information up front and to summarize objectives and key results to busy executives with tight schedules. This template is perfect for remote online meetings that use video conferencing software. It’s also ideal for a less-than-captive audience.

‌ Download Executive QBR Template – PowerPoint

Sales QBR Template

Sales professionals need an effective QBR business planning process to execute quarterly sales goals and measure the results of their sales team’s efforts. Share this customizable QBR slide deck outline with your team to elevate performance and establish accountability. They can easily modify each slide to present essential information about their market or customers and plan next steps to be reviewed at the next QBR meeting. Adjust the slides and craft a QBR presentation for your customers.  

‌ Download Sales QBR Template – PowerPoint

What Is a QBR Meeting?

The purpose of a QBR meeting is to communicate business-related goals, determine OKRs to measure success, and build relationships with customers or employees. The meeting is most effective when conducted face to face, but technology, the growth of global business, and the increase in geographically distributed teams make remote QBR meetings a popular option.

Internal QBR meetings happen at every level, from executive leadership to product teams. As an external communication tool, the QBR meeting is an opportunity for customer success managers (or related sales and marketing professionals using strategic account management) to discuss KPIs and return on investment (ROI), sign sales contracts, or negotiate service renewal agreements with customers.

What to Include in a Sales QBR

Determining business goals and using key customers to identify the desired results of your efforts are just the beginning of effective QBR planning. Resist the urge to think in a vacuum when creating your slide deck. Consider the customer. Don’t treat the QBR meeting like any other sales call by focusing on complaints, reviewing past performance, etc. Instead, create a customer-oriented agenda and share it with them prior to the meeting.

The agenda of your sales quarterly business review might include the following topics:

Status of outstanding business from previous meeting

Review of program objectives

Performance results and improvement

News and updates on products and services

Future business opportunities

Items from last meeting

Sales and marketing program metrics

Scorecard review (Customer Health Index or Net Promoter Score)

Support ticket review and resolution metrics review

Benchmarking

Customer support desk review

Onboarding and training

Product roadmap and feature development

License renewals and service contracts

Summary of meeting and commitments

Scheduling of next QBR

Guide to Effective Customer QBR Meetings

Nancy Duarte  is Principal at  Duarte, Inc ., a company that helps “write, design, and deliver groundbreaking stories and visual presentations for every occasion.” The following tips were inspired by Duarte’s experience and recommendations from her book  Harvard Business Review Guide to Persuasive Presentations . Use them to plan and deliver a compelling presentation to your customer at the next QBR meeting.

Audience over Ambitions : Duarte points out that your audience has the power, not you. Look past your ambitions for the meeting and prepare a presentation that takes into account who is in attendance, their valuable and limited time, and what each individual customer needs from the QBR meeting. Duarte recommends giving your customer a gift in the form of unique insight or information, providing them with a new skill or mindset to achieve their business goals, and seeking opportunities to get “unstuck” with a solution if there is a problem with their products, services, or operations.   

Filter Big Ideas : As the name suggests, the QBR is about reviewing past performance, but most customer QBR meetings are scheduled for one hour. That doesn’t mean you shouldn’t take the opportunity to present ideas for how to build future business with your customers and add value to the discussion. Duarte is a proponent of filtering big ideas. “If you don’t filter your presentation, the audience will have to, and people will resent you for making them work too hard to identify the most important points,” she writes. This advice is especially relevant for QBR meetings that can quickly devolve into problem solving and complaint resolution sessions before you have time to present your ideas.

Anticipate Adversity : According to Duarte, as a presenter, you’re frequently creating resistance to your message and ideas. QBR meetings are not an opportunity to troubleshoot customer service issues or the performance of your product and services. Duarte suggests preparing for different types of resistance (logical, emotional, practical) by anticipating and addressing your customer’s concerns before they become roadblocks to your meeting. Consider opening the meeting agenda with a statement acknowledging the issues and when they will be addressed during the presentation. “By showing that you’ve considered opposing points of view, you demonstrate an open mind — and invite your audience to respond in kind,” she writes.  

Golden Rule : The motto at Duarte, Inc. is, “Never deliver a presentation you wouldn’t want to sit through.” Rehearse your presentation before the QBR meeting. Have a colleague or manager analyze your slides and delivery and provide some feedback. Duarte recommends preparing a shorter version of your presentation in case something goes wrong and time is cut short by an interruption or technical glitches. Your customer can tell if you try to wing it, and they will feel slighted. “It sends the message that you don’t value them or their time,” she writes. “Perhaps most significantly, rehearsing frees you up to be more present in your talk and to fully engage with the people in front of you,” she continues. This creates more opportunities to build future business, ask for recommendations, and schedule your future meetings with the customer.

Quarterly Business Review FAQ

Preparing for and delivering an effective quarterly business review doesn’t have to be a daunting task. Here’s a look at some of the key questions about QBR meetings.

Does Every Customer Get a QBR?

QBR meetings foster relationships between you and your customers, reinforce the value of your products and services, and invite honest discussion about the ROI and the likelihood of renewing business agreements. Every customer that you want to provide this opportunity to is a candidate for regularly scheduled quarterly business reviews.

What Is the Best Strategy for Successful QBR Meetings?

Suppliers and vendors that operate under managed service provider (MSP) contracts leverage the QBR meeting as a strategy to manage expectations and learn how to improve, discuss the customer’s business goals and desired results, and understand the problems that customers try to solve in order to support future business plans. If you prepare and practice accordingly, your QBR meetings create a competitive advantage for you to transform customer relationships into win-win partnerships.

Where Do I Host a Customer QBR?

The likelihood of keeping a consistent, face-to-face QBR meeting on your customer’s calendar every 90 days is slim. Meetings get canceled, key customer contacts change, executives need flexibility to meet via video conference, etc. Plan your QBR presentation with the location in mind, and be flexible with where you host your meetings. Invite your best customers to meet on site at your office, and host the meeting over breakfast and coffee. Prepare a slide deck and online meeting agenda, so you can offer these elements as a hosting option for busy customers.

When Do I Schedule My First Customer QBR?

The answer depends on the product and service you provide. Schedule the first QBR after the customer is onboarded and has time to implement and assess your business and value. Coordinate the details for this meeting when you close the deal, and sign contractual agreements when you have the customer’s attention. This demonstrates that you are committed to delivering value and a return on the customer’s investment and will sit down with them every 90 days or so to review the results of this commitment.

Who Do I Invite to Participate in a Customer QBR?

Schedule your customer QBR meetings to include decision makers from both sides, including management and executive leadership when possible. Make sure you know who is attending each QBR meeting ahead of time, and plan your presentation based on the audience.

Does My QBR Presentation Need to Include Images and Charts?

According to Nancy Duarte, the most effective presenters think like designers. “Each slide should pass what I call the glance test: People should be able to comprehend it in three seconds,” says Duarte. “Think of your slides as billboards. When people drive, they only briefly take their eyes off their main focus — the road — to process billboard information,” she adds. Images and charts improve your audience’s cognitive response to your message. Use them in your QBR presentation to maximize your time and deliver crucial information your audience will remember. You can find free, ready-to-use drag-and-drop software, like the Onomics charting tool available from Priceonomics , to help you design a slide deck like a pro.

Improve Your QBR and Business Review Meetings 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.

Home Blog Business How To Craft & Deliver an Effective Business Plan Presentation (Quick Guide)

How To Craft & Deliver an Effective Business Plan Presentation (Quick 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. To replicate this slide deck creation process, you can speed up design decisions by working with the SlideModel AI Presentation Maker and tailoring it to your project.

So, how to make a business plan presentation? Let’s see a step by step guide.

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.

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.

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.

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.

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 . 

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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. 

Finally, let’s see some business plan PowerPoint presentation examples & business plan templates that you can use to speed up the presentation design process and save time.

1. Coffee Shop Illustration Business Plan Slides

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

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

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

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

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

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

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

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

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.

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Business Planning, Business Presentations Filed under Business

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The Easy Guide to Making a Business Plan Presentation

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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

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.

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

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.

Quarterly Business Review

What do you think of this template.

Product details

A Quarterly Business Review is a discussion meeting that you have with your customers on a quarterly basis. The focal point of this meeting is not just to check what goals you have met and what is outstanding. Instead, it revolves around the client’s business and what can be done to escalate its growth. The sole aim of a Quarterly Business Review is to understand the potential of the business, the opportunities and markets it can tap into, and the long-term goals that can be achieved. With a quarterly business review, you get a chance to understand the client’s vision and a window to craft your plan to help them out. A quarterly business review is also an option to unveil hidden business opportunities. During the initial stages of a company’s growth, your client will need to interact with his customers more often. In the early stages, there will be lesser customers so building one-to-one relationships will be easier and more effective. It is very important to set an agenda for a quarterly business review meeting, as it will help you in many ways, especially when you come to the point of documenting it in a report format. Make sure you set the agenda right in order to gain a better understanding of your client’s business objectives. While showcasing the quarterly business review, it is important to present the KPIs that make the most sense, while making sure you add your own unique punch to it. The following are some important tips that you must keep in mind while writing a professional quarterly business review. Present a problem to be resolved. Make a structure where every part of the story does its work and has an interactive flow to it. The client strategy meetings and review reports should always be started with KPIs. Use stats and facts to showcase the results that have been achieved.

The Quarterly Business Review template consists of four slides that are designed in a bright and warm color scheme. The slides in this template have a variety of graphs, tables, and infographics to help you make your report memorable. This template will primarily be useful to heads of companies and departments. Also, startups can use this template when demonstrating their achievements to clients at the initial stage of work. Accountants and economists can use the slides in this template when preparing their reports. Investment companies can use the slides in this template to prepare the key figures for the company they recommend investing in. This template will also be useful for team leaders when preparing a project progress report when meeting with the product owner. If necessary, you can easily change the elements of the presentation to suit your corporate style. Quarterly Business Review template will be useful for marketers when preparing a report on the progress of an advertising campaign to promote a new product.

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Quarterly Business Review Meeting

It seems that you like this template, quarterly business review meeting presentation, free google slides theme, powerpoint template, and canva presentation template.

Keeping track of what is going on in a company is essential to be able to detect potential problems and opportunities in time. To do this, what better than to organize a quarterly meeting in which you can evaluate the financial health of your business. To help you with this task we have created this template, which has a professional, geometric style and cream-colored background. In the titles we have added a touch of color, combining brown and red. We have included phase calendar, charts, timelines, status report, checklist and map.

Features of this template

• 100% editable and easy to modify
• 23 different slides to impress your audience
• Contains easy-to-edit graphics such as graphs, maps, tables, timelines and mockups
• Includes 500+ icons and Flaticon’s extension for customizing your slides
• Designed to be used in Google Slides, Canva, and Microsoft PowerPoint
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Business Review Presentation PowerPoint Template

Product Description:

About business review template powerpoint presentation.

The Business Review Presentation PowerPoint is versatile and provides various analysis in the business field. It includes the overall review of the current market and business updates, agenda, strategic initiatives, risks, improvement areas, and opportunities. The following slide comprises the Sales Review and the People and Financial reviews.

This business review ppt template is perfect for quarterly and annual publications comprising information about the results and organization strategies. This template allows individuals to review their performances and start working on the issues immediately!

Who Can Use This Business Review PowerPoint Presentation?

Business owners and entrepreneurs can use the Business Review Presentation PowerPoint to present their business performance to the shareholders. The tier managers can also use it to present their department’s performances to their department heads. Likewise, it can be used by all departments to present their performances to the heads. Then, collectively, they can work on improving the company’s performance.

When To Use This Business Review Presentation PowerPoint?

You can use the Quarterly Business Review template PowerPoint Presentation in various situations. Use it in Board meetings to present your company’s performance to the Board of Directors. Moreover, you can use it in Departmental meetings to review the department’s performance. You can also use this presentation template in the annual meeting to present the business’s overall performance and highlight improvement areas.

Product Features Of Business Review Presentation PowerPoint Template:

How to create business review presentations.

You can easily create your presentation by using SlideUpLift Presentation Service . Just download them and use as per your needs. Follow the steps mentioned below to download this Presentation PowerPoint Template:

• Click on the “Add to Cart” button and proceed to Checkout.
• Complete the purchase process by providing the necessary information.
• After your purchase is complete, you can find the link to download the product in your order history.
• Download the PowerPoint Template in your preferred format, either PowerPoint or Google Slides.
• Customize the slides with your content, images, and data and present them to your audience.
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60+ Best Business Plan PowerPoint (PPT) Templates 2024

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

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

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

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The X Note Template

Clean Business PPT

Bolo PPT Template

Analysiz Powerpoint

Agency Portfolio PPT

Ciri PPT Template

Yellow purple business plan powerpoint template.

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

Gescaft – Business Plan PowerPoint Template

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

Simple Business Plan PowerPoint Template

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

Examine – Business Plan Presentation Template

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

Multipurpose Business Plan PowerPoint Template

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

Buladiq – Business Marketing Plan PowerPoint Template

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

LEBON – Business Strategy Plan PPT Templates

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

Simple Business Plan Presentation Template

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

Verzus – Minimal Business Plan PowerPoint Template

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

Business Plan PowerPoint Presentation Template

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

Clean PowerPoint Business Plan Template

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

Creative Business Plan PowerPoint PPT

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

Fritz – Dark Business Plan PowerPoint Template

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

Minimal Business Plan PowerPoint PPT Template

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

Business Plan – Modern PowerPoint Template

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

Modern Business PowerPoint Presentation Template

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

Marketing Plan – PowerPoint Business Plan Template

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

Clean Business Plan PowerPoint Presentation Template

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

Planr – Business Plan Workflow Powerpoint Template

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

Modern Business Plan PowerPoint Template

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

Arunika – Business Plan PowerPoint Template

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

Point Plan PowerPoint Template

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

ICO Business Plan PowerPoint Template

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

Classic Business Plan PowerPoint Template

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

B-Plan PowerPoint Template

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

Basic Business Plan Template PPT

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

Modern Business Plan Template PPT

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

Multipurpose Business Plan Template PPT

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

Minaski Startup Business Plan Template PPT

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

UpTwo Business Plan Template PPT

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

Creative Business Plan Template PPT

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

Dots Business Plan Template PPT

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

Bold Business Plan Template PPT

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

Corporate Business Plan Template PPT

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

Vision Business Plan Template PPT

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

Lumeta Business Plan Template PPT

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

Clean Business Plan Template PPT

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

Octave Business Plan Template PPT

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

Papiere Goldy Business Plan Template PPT

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

Canopoly Business Plan Template PPT

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

Infographic Business Plan Template PPT

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

Stylish Business Plan PowerPoint Template

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

Coreplan – Business Plan Template PPT

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

Biz Plan Business Plan Template PPT

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

Croners – Business PowerPoint Template

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

Expertize – Professional PowerPoint Template

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

Danu – Business PowerPoint Template

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

Blast Business PowerPoint Template

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

3D Diagram Business PowerPoint Template

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

Bonus: Free Business Plan PowerPoint (PPT) Templates

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

Free Startup Business Plan PowerPoint Template

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

#1 Business Plan Free PowerPoint Template

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

Free Interior Studio Business Plan PPT Template

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

Free Modern Business Plan PowerPoint Template

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

Free Sales Account Business Plan PPT Template

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

Free Business Financial Plan PowerPoint Template

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

Inspire – Free Business Plan PowerPoint Template

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

Free Business Plan PowerPoint Template

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

Free Strategic Business Plan PowerPoint Template

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

Investment Free Business Plan PowerPoint Template

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

Free Colourful Business Plan Template PPT

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

Free Voonex Business Plan Template PPT

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

Free Tech Startup Business Plan Template PPT

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

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

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How to Conduct a Monthly Business Plan Review Meeting

Posted june 21, 2021 by noah parsons.

Most people think that meetings are a waste of time. They’re right.

The fact is, too many meetings are run poorly, have no real objective, and waste employees’ time — which kills productivity.

I absolutely encourage you to be ruthless in your pursuit of fewer and more efficient meetings. There’s tons of advice out there on how to run better meetings and cut down on useless touch bases that waste time and make your organization move slower.

For example, here at Palo Alto Software , we’ve found one meeting that is simply indispensable. It only takes an hour each month, keeps the management team up to speed on everything that’s going on in the company, and helps us plan and manage in a quick and effective way .

This meeting is our monthly plan review meeting. 

What is a plan review meeting?

A monthly review meeting is a time for you and your team to review current progress against your ideal performance. This one-to-two-hour meeting should be spent dissecting parts of your strategy, reviewing financials, and making adjustments based on overall performance. It has been a fixture of our management strategy for years and is simply one of the most effective ways for us to continue to grow the company and adjust our course as necessary.

For us, business planning isn’t just a one-time or annual event. Instead, it’s an ongoing process where we are constantly reviewing and adjusting course as necessary while ensuring that we’re staying on track toward our larger goals .

Why is it important to conduct a monthly plan review?

Every business of any size can benefit from a calculated time to stop, review and revise. When done correctly, this meeting can help you focus on what’s vital for your company, identify what data you need to accurately measure it and how to best present and review these results. Additionally, your monthly plan review process can help your business in the following ways.

Commits your business to learn and act

It can become very easy to let operations and processes become stagnant and standard. Without a regular performance review, any potential problems may remain to fester well beyond when they are first identified. You don’t want to waste company time and resources on things that are ineffective, but it’s difficult to change course without first processing it.

By setting aside this monthly time, it provides the opportunity to commit to learning and adjusting anything and everything. This isn’t based on off-hand information but on solid information and data that helps you identify and evaluate what’s most important for your business. 

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Engages individuals across your entire business

Depending on how you present this meeting, it has the potential to pull in greater insight from across your business. Whether you’re sharing information company-wide or sticking with select leaders from each department, it immediately expands the scope of expertise. 

The more that every leader and employee knows what’s going on with everyone else, the better you can align and produce effective goals . It also provides the opportunity to identify potential solutions or issues from outside your core team’s responsibilities. Maybe your product team sees a potential gap in your marketing messaging. Or someone in HR sees a potential work/life balance misalignment in the sales team. None of this would come to life without a core review meeting like this.

Influences better business conversations

Engaging more people across your business and providing more detailed information typically leads to more fruitful conversations outside the core meeting. Yes, the meeting itself is vital for actively reviewing and adjusting your strategy at the moment. However, this information being top of mind means that potential issues or innovations will be dealt with outside of the planning meeting. This is due to your employees having a clear direction to reference in the day-to-day. They know the strategy and data are up-to-date and that it serves as a north star for their own projects and initiatives.

How to run an effective monthly plan review meeting

We treat planning not as a document, but as a management tool that helps guide decisions and strategy. It’s this mindset that helps our team run these monthly meetings successfully. We have a strategy in place, steps to walk through and key objectives we expect to find.

Here’s a quick overview of how we structure our monthly plan review meetings and what’s worked well for us over the years. 

1. Review your financial statements

We always start with the numbers first . How did we do last month compared to our forecast ? How did we do compared to the same month last year? What does our year-to-date performance look like?

What financial statements to review

Ideally, you’ll have the opportunity to review all relevant monthly financial statements. At a minimum, you should review your Profit and Loss Statement , Balance Sheet, and Cash Flow Statement . These will provide a high-level overview of your financial position and help identify any obvious anomalies. If possible, it’s valuable to look at these all together through a business dashboard , that way you can immediately start making connections.

With that top-level exploration in mind, you can then start looking into your budget, financial forecast scenarios, and any specific elements that may seem relevant. This may include things like your expense categories, accounts receivable/payable payment schedules, etc. 

Look beyond top-line performance

We always spend time drilling into the numbers, beyond the top-line revenue and expenses to better understand what the drivers were behind our performance. Did all product lines perform well? Or did some underperform? Did we spend as planned or were there some areas that we overspent in?

Most importantly, we review our cash position and cash flow . Did we collect money as planned? What does our cash flow forecast look like for the next few months?

There are benefits to looking at financials together

While financial reports can be reviewed outside of a meeting, reviewing them together as a team encourages questions and discussion around our revenue and spending. It also helps you uncover specific issues or opportunities that you may miss on your own. And of course, gives everyone a voice to determine the next steps for the company as well as their specific teams.

Of course, we use LivePlan to review our numbers because it’s much easier than drilling through exported reports from QuickBooks . But if you’re not ready to make that jump, you can always start out with a simple cash flow template in Excel.

2. Reevaluate your milestones

Once we review our financial performance, we review our “ major milestones ”—the big tasks we had hoped to get done in the past month and our plans for the next month.

We discuss how various teams might be working with each other on different projects and talk about the specific milestones that we have planned. Are these still the tactics that we want to work on that will help achieve our goals? Do we need to shift priorities? Is there new learning and information that would have us change our schedule?

By reviewing major initiatives on a monthly basis, we can stay agile and make changes as needed. That’s also why we review them after parsing through our financials, to determine if our current milestones should still be a priority. As we learn more about our customers and our market , we might shift strategies and develop new milestones .

3. Review your long-term goals and strategy

Next, we review our long-term strategic goals. While this doesn’t change too often in our situation as an established company, new startups might shift their strategy frequently as they search for a business model that works.

For those early-stage startups, this step of the meeting may be the most important step and often takes the longest. For more established companies, this part of the meeting might typically only take a few minutes. This is where having a brief and functional business plan can really help speed up the process.

Instead of delving deep into a 40-page business plan document to review our strategy, we review our our one-page business plan (in LivePlan, it’s called the Pitch ). It covers our company identity, the core problem we solve for our customers, our solution, competition , and sales and marketing strategy . It’s all on one page so it’s easy to read, review, and change quickly .

4. Provide time to discuss any company issues

Finally, anyone on the team can bring forward any issues that they want to discuss. This could include new opportunities to consider, prioritization of product features, potential partnerships, or internal HR issues.

Everything is fair game and we try to come up with resolutions and next steps for any issue that’s brought up.

We’ve found that this type of open-ended discussion really helps generate new ideas and brings different perspectives from managers of different teams.

5. Set meeting guidelines

I believe that all companies would benefit from a monthly review of their business. These types of meetings keep everyone on the same page, help share information about progress, and turn planning into a tool that helps teams make informed decisions. 

But in order to run these monthly meetings successfully, you’ll need to do some preliminary work to keep you and your team on track. Here are three tips to successfully establish your monthly business plan review.

Put the meeting on the calendar

It’s important to make it a formal event that’s on the schedule. It can’t be optional and it has to be at a regular time so that everyone always knows when the meeting is.

For us, we started out with the meeting on the 3rd Thursday of every month. As our bookkeeping and accounting processes have become more efficient, we’ve been able to move our meeting to the 2nd Friday of the month.

Follow a repeatable agenda

While different topics will come up for discussion, it’s important that your plan review meeting has a repeatable agenda. Not only does it provide structure, but it gives your team specific action items to review beforehand.

That means making sure that you have your numbers ready for review and that your team has updates on their goals. Try to set time limits for each section if you can, and overestimate the length of the meeting with the full intention of finishing earlier than planned. This part will be a continuous work in progress and you and your team will gradually improve your efficiency with each subsequent meeting.

Be prepared to change the plan

These plan review meetings aren’t just about staying the course and blindly following the plan. Instead, they are about adjusting the plan. Perhaps you’ll discover that you should be investing more in marketing, or that you’re going to be able to expand and hire faster than you originally planned.

The plan review meeting is about making adjustments to your goals and strategies based on what you’ve discovered in the past month.

Use your monthly plan review to redefine how you do meetings

Keep in mind that running your meetings more successfully won’t just happen overnight. It takes time to develop a structure that works best for you and your team. As I outlined in this article, the best place to start your meeting restructure is with your monthly plan review meeting.

It’s a necessary review that can be consistently repeated, refined, and adjusted, which makes it the perfect testing ground for a new system. 

Editors’ Note: This article was originally written in 2018 and updated for 2021.

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Related Practices & Jurisdictions

• Bankruptcy & Restructuring
• Corporate & Business Organizations
• Civil Procedure
• Administrative & Regulatory
• All Federal
• 4th Circuit (incl. bankruptcy)
• 5th Circuit (incl. bankruptcy)
• 11th Circuit (incl. bankruptcy)

For creditors, it can be difficult to navigate the financial difficulties of your customers.

It seems like it would only get worse in bankruptcy, but that is not always the case. Subchapter V of Chapter 11 of the Bankruptcy Code has become the "bankruptcy of choice" for small business debtors who qualify for its protections because it creates a more streamlined and less expensive Chapter 11 reorganization path. It's a less arduous path for debtors and creditors alike, even if it requires the intercession of the bankruptcy court, and the journey can last for years.

But creditors need to know its pitfalls, one of which is that it abolishes the "absolute priority" rule. In a traditional Chapter 11 reorganization, the debtor proposes a plan of reorganization. If creditors object, the court must conclude the plan is fair and equitable and complies with priority rules that establish a hierarchy of creditor classes for the order in which each class will be paid. Higher-priority creditors are paid in full before payment to lower-priority creditors. Equity owners can't retain estate property for themselves unless they pay all creditors in full. 

In Subchapter V, the absolute priority rule is not in play. To confirm a plan, the bankruptcy court must find it "fair and equitable" and feasible – the debtor can make the payments under the plan. The plan must commit all the debtor's projected disposable income for payments to creditors for three to five years. The plan must also have appropriate remedies should the debtor default under the plan. The owners of a Subchapter V debtor can retain their equity over creditors' objections.

The big fight in a Subchapter V case often is over projected disposable income – the money left over after expenditures necessary for the continuation, preservation, or operation of the debtor's business. Projected disposable income may be a fixed amount, or it may fluctuate over the plan term. The debtor's financial projections have to pass muster with the court, and creditors should review and scrutinize the numbers. What happens if the debtor confirms a plan that under-sells its future income and then over-delivers?

At least one bankruptcy court in Florida has held that creditors were entitled to a "true up" in a Subchapter V plan so that if income exceeded the projected disposable amount, the windfall would inure to the creditors. In the Florida case, the court required the debtor to calculate disposable income every quarter and to file quarterly operating reports showing actual disposable income.

This is not a universal position. Recently, a Texas bankruptcy court refused to include a "true up" provision in a Subchapter V case. The Texas court held there may be circumstances where it would be unfair to creditors not to adjust a plan when the debtor's actual income beat projected income. But the court held that it could not impose a true-up requirement on the debtor before it.

To the author's knowledge, North Carolina bankruptcy courts have not addressed this issue. Creditors are encouraged in their negotiations with Subchapter V debtors to press for true ups and periodic reporting to recover more on their claims over the life of the plan. If the debtor can retain its equity and obtain a discharge upon plan satisfaction, it is not unreasonable for creditors to demand they receive all available income to reduce their losses.

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Top 7 Quarterly Business Review Templates with Samples and Examples

Hanisha Kapoor

In the fast-paced world of business, staying ahead of competition is a constant challenge. To navigate ever-changing market dynamics, companies rely on a data-driven approach to make informed decisions. For instance, a software development company, TechVision Inc., specializing in e-commerce solutions held Quarterly Business Review (QBR) to analyze data points, including revenue growth, customer retention rates, and project completion timelines.

The QBR begins with a thorough examination of their financial performance. The team discovers a 15% increase in revenue compared to the same quarter last year, driven by successful client acquisitions and upselling of value-added services. However, a slight dip in customer retention figures was also detected, signaling the need to focus on enhancing customer satisfaction and support.

Optimize Performance and Drive Growth with Monthly Business Review Templates

Hence, a strategic review of the quarter examines key metrics, financial results, operational milestones, and market trends. By analyzing data collected during the previous quarter, decision-makers gain insights into the organization’s progress and areas of improvement. The QBR serves as a platform for cross-functional teams to collaborate, align objectives, and strategize for the upcoming quarter.

Templates to Leverage Data-Driven Insights

The QBR has emerged as a potent tool that empowers organizations to assess performance, identify growth opportunities, and address potential roadblocks. Therefore, SlideTeam brings you content-ready and custom-made PPT Templates to move toward sustained growth and innovation in an ever-evolving marketplace. Grab these premium PPT Slides and get a comprehensive view of performance, enabling informed decisions, strategic planning, and an agile response to market shifts.

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Browse the collection below and understand your company’s health.

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Template 1: Quarterly Business Review Template

Have you ever wondered how successful businesses achieve consistent growth? Deploy our content-ready QBR template ppt that empowers organizations to assess performance, analyze critical data, and strategize, all in a concise quarterly analysis. Use this premium PPT Template to compile financial metrics, operational milestones, customer insights, and market trends. Armed with this comprehensive overview, decision-makers can make informed, data-driven decisions, driving proactive growth, and paving the way for sustained success. Download now!

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Template 2: Quarterly Business Review Framework PowerPoint Template

Want a structured approach to assess your business's performance and drive growth? Incorporate this ready to use PowerPoint Template and evaluate financial KPIs, operational efficiencies, customer insights, and competitive landscape - critical elements in one presentation. Keep tabs, compile and analyze essential components, guiding these towards data-driven decisions and strategic planning. Grab this actionable framework today to harness the power of data and fuel your organization's success. Download now!

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Template 3: Quarterly Project Business Review PowerPoint Template

Here is another professional PowerPoint Template to steer your projects towards excellence. This top-notch slide assesses project progress, identifies roadblocks, and drives strategic decisions - all within a concise quarterly analysis. By leveraging this ready to use PPT slide, you can emphasize essential project metrics, analyze risks, resource allocation, and project outcomes. Armed with this invaluable data-driven overview, you can optimize project performance and ensure successful project delivery. The color-coded legends add to the visual appeal of the presentation template. Download now!

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Template 4: Quarterly Business Performance Review Template

Curious about how top-performing companies stay on top of their game? Grab this ready to use PowerPoint Template that evaluates financial performance, operational efficiency, customer satisfaction, and market trends with efficiency. Analyze critical data, assess strengths, address weaknesses, and set strategic goals using this PowerPoint Template. Empowered with these data-driven insights, navigate challenges, capitalize on opportunities, and propel the organization towards unparalleled growth. Download now!

Template 5: Strategic Quarterly Business Review PowerPoint Template

This is a ready-made PowerPoint Template for businesses seeking to analyze their performance, set goals, and make data-driven decisions. This template allows you to assess key metrics, financial health, market trends, and competitive positioning. Identify areas of improvement, align strategies, and foster a proactive approach to growth using this PPT template. Grab this slide that serves as a guiding compass, empowering you to thrive in a dynamic and competitive landscape. Download now!

Template 6: Quarterly Business Review Dashboard PowerPoint Template

Here is a PowerPoint Template aiming to help you streamline data analysis and gain actionable insights. This presentation template offers a user-friendly interface that consolidates key performance indicators, financial data, operational metrics, and top customers in one centralized location. Using this template, businesses can track progress, identify trends, and make informed decisions in real-time. The interactive dashboard empowers teams to stay agile, align strategies, and drive growth. Download now!

Template 7: Key Insights of Quarterly Business Review Strategic Dashboard 

Last but not the least is this pre-designed PowerPoint Template that provides a comprehensive overview of critical data for businesses seeking actionable intelligence. This ready to use template condenses essential metrics, financial indicators, market trends, and operational milestones into an easily accessible format. Quickly identify strengths, weaknesses, and growth opportunities, enabling data-driven decision-making with this premium slide. Stay ahead of the competition, align strategies, and make informed choices to drive success using this flexible preset. Download now!

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Deploy SlideTeam’s custom-made templates to drive data-driven decisions, optimize performance, and ignite transformative growth. With these invaluable slides, you can stay flexible and steer your organization towards sustained success. Grab these ready to use PowerPoint Templates to ensure you are on a track to meet the agreed KPIs, keep engagements on schedule, and customers happy.

PS: Read this comprehensive blog replete with pre-designed quarterly business review templates to make data driven decisions. Moreover, explore our fully customizable and editable business review presentation .

FAQs on Quarterly Business Review

What is a quarterly business review (qbr), and what are the other industry names used to refer to it.

A Quarterly Business Review (QBR) is a strategic meet that businesses conduct every three months to assess their performance, discuss achievements, challenges, and identify opportunities for improvement. During the QBR, key stakeholders come together to review critical metrics, financial results, operational milestones, and market trends to make data-driven decisions and set strategies for the upcoming quarter. Another name for Quarterly Business Review is Business Performance Review (BPR) or Quarterly Performance Review (QPR).

What is the objective of QBR meeting?

The primary objective of a QBR meeting is to evaluate business performance, analyze key data, and align stakeholders on the organization’s progress and future direction. It aims to foster collaboration among teams, identify areas for growth, address challenges, and set actionable goals to drive success.

How do you prepare for quarterly business review?

To prepare for a QBR, follow these steps:

• Gather Relevant Data: Compile financial reports, performance metrics, and market insights for the quarter.
• Identify KPIs: Determine the most critical KPIs to track progress and success.
• Analyze Results: Analyze data to identify trends, strengths, and areas for improvement.
• Set Clear Objectives: Define specific objectives and goals to discuss during the meeting.
• Create an Agenda: Plan the meeting agenda, including key discussion points and action items.
• Involve Stakeholders: Ensure key stakeholders, department heads, and decision-makers participate in the meeting.

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Eli Lilly beefs up plan to expand manufacturing for popular drugs Zepbound, Mounjaro

FILE - A sign for Eli Lilly & Co. sits outside their corporate headquarters in Indianapolis on April 26, 2017. Eli Lilly will spend more than $5 billion to expand an Indiana manufacturing site and eventually make more doses of its hot-selling weight-loss and diabetes treatments, Zepbound and Mounjaro. The drugmaker said Friday, May 24, 2024 that it was more than doubling its investment in a site near its Indianapolis headquarters. (AP Photo/Darron Cummings, File)

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Eli Lilly will spend more than $5 billion to expand an Indiana manufacturing site and eventually make more doses of its popular weight-loss and diabetes treatments, Zepbound and Mounjaro.

The drugmaker said Friday that it was more than doubling its investment in a site near its Indianapolis headquarters. But it will take time for the location to start producing.

The company broke ground for its Lebanon, Indiana, manufacturing plant last year and expects to start making products there near the end of 2026. Production will then increase through 2028.

Lilly said it would add $5.3 billion to the $3.7 billion it had already slated for the site. Company officials said in a statement that this amounts to the largest manufacturing investment in the company’s history, which dates back to the 19th century.

The site will make tirzepatide, the main ingredient behind both Mounjaro and Zepbound.

Zepbound, the weight-loss treatment, received U.S. regulatory approval last fall. The two drugs combined to generate more than $2 billion sales in this year’s first quarter.

But Lilly has struggled to make enough supply to keep up with the growing demand, as has its rival, the Danish drugmaker Novo Nordisk, which makes the popular weight-loss drug Wegovy.

Company officials have said they expected some manufacturing increases to occur starting in the back half of this year.

Analysts expect Zepbound and Mounjaro to eventually generate well over $30 billion in combined annual sales for Lilly, according to the data firm FactSet.

Shares of Eli Lilly and Co. rose slightly to $809.70 Friday morning, in line with the S&P 500 index.