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Business Plan Presentations: A Guide

Cover for Business Plan Presentation guide

A vital element in today’s highly competitive business landscape is the ability to craft and deliver a business plan presentation. This applies to both entrepreneurs and corporate leaders. 

This guide describes essential aspects required to build a business plan presentation and deliver it to stakeholders. 

Table of Contents

What is a Business Plan Presentation?

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

  • Evaluation of Projected Return vs. Required

Risk Evaluation

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

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

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

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

How to Create a Business Plan Presentation

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

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

Stage 1 – Identifying the Opportunity

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

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

Executive Summary slide in a Business Plan Presentation

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

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

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

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

Justification of the Business Proposal slide

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

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

SWOT Analysis slide in a Business Plan Presentation

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

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

Actors in the Industry slide in the Business Plan Presentation

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

Blue Ocean Strategy Canvas in Business Plan Presentation

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

Porter's Five Forces Analysis in Business Plan Presentation

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

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

PESTEL Analysis slide for a Business Plan Presentation

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

Value Chain Layout slide in a Business Plan Presentation

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

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

TAM SAM SOM for Business Plan Presentations

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

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

Then drill down with a Persona definition.

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

Here is our guide on creating buyer personas . 

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

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

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

Stage 2 – Business Model

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

Business Model Canvas for a Business Plan Presentation

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

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

Customer Segmentation slide in a Business Plan Presentation

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

Value Proposition Canvas slide for Business Plan Presentation

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

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

Customer testimonial slide in a Business Plan Presentation

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

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

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

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

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

Pricing table slide in a Business Plan Presentation

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

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

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

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

Distribution Channels slide in Business Plan Presentation

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

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

Stage 3 – Implementation

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

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

Org Chart in a Business Plan Presentation

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

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

HR Plan slide in Business Plan Presentation

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

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

Go-To Market Framework in Business Plan Presentation

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

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

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

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

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

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

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

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

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

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

Stage 4 – ROI and Risk Evaluation

This section will outline the Financial Plan of your Business.

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

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

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

Revenue and Expenses breakdown slide for Business Plan Presentation

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

Evaluation of Projected Return vs. Required 

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

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

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

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

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

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

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

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

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

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

How many slides should my business plan presentation list?

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

What is the best format to present a business plan?

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

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

Are printables required in business plan presentations?

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

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

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

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

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

How long should the business plan presentation be?

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

Does the presentation need to be tailored to different audiences? 

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

In-Company Presentation

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

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

Board Meeting

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

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

Potential Investors

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

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

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

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

1. Coffee Shop Illustration Business Plan Slides

presentation template business plan

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

Use This Template

2. Real Estate Business Plan PowerPoint Template

presentation template business plan

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

3. Restaurant Business Model PowerPoint Template

presentation template business plan

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

4. One Pager Business Plan PowerPoint

presentation template business plan

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

5. Business Plan PowerPoint Templates

presentation template business plan

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

6. Flat Bold Business Plan PowerPoint Template

presentation template business plan

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

7. Car Sharing Business Plan PowerPoint Template

presentation template business plan

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

8. Beauty Salon Business Plan PowerPoint Template

presentation template business plan

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

9. CrossFit Business Plan PowerPoint Template

presentation template business plan

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

presentation template business plan

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FAQs About Business Plan Presentation Templates

What is a business plan presentation template.

A Business Plan Presentation Template is a pre-made design framework meant to showcase a business plan in a well-structured, visually appealing manner. These templates provide a standard layout that aims to present the content of the business plan efficiently and compellingly, making it easier for the audience to understand and retain key information.

These templates often include slides for detailing the company overview, mission statement, market and competition analysis, marketing and sales strategy, financial projections, etc. Since they are customizable, they allow personalization to cater to specific business needs or personal preferences.

Why should a company use a Business Plan Presentation Template?

Using a Business Plan Presentation Template comes with several advantages for a company. Firstly, it saves time and effort since it eliminates the need to create a presentation from scratch. Companies can instead focus on just inputting accurate, insightful information about their business plan.

Secondly, the professional design of the template ensures a positive impression on the target audience, be it potential investors, partners, or employees. The standardized format allows for easy understanding, making the presentation more effective in conveying the message.

How can I customize a Business Plan Presentation Template?

Typically, Business Plan Presentation Templates come with editable elements. These range from texts to images, graphical elements, color schemes, and more. You can modify these as per your business needs. For instance, you can substitute placeholder texts with your company's real data, change colors to match your brand identity, or adjust graphs to represent your financial figures.

Most editing can be done directly in the software tool where the template was created (like MS PowerPoint or Google Slides). For more complex modifications or if you're unable to do it yourself, you can hire a graphic designer or use design platforms like Canva.

Where can I find Business Plan Presentation Templates?

There are many platforms on the internet where you can access Business Plan Presentation Templates, both free and paid. Online office suites like Microsoft Office and Google Workspace offer a wide variety of business-related templates, including those for business plans. Other platforms like Canva, Template.net, and SlideModel specialize in providing professionally-designed presentation templates.

Before selecting, ensure that the template is appropriate for your business type and model, and that it includes all the necessary sections required in your business plan. Also, check if the template is compatible with the software you intend to use for your presentation.

What should be included in a Business Plan Presentation Template?

A comprehensive Business Plan Presentation Template should include several key sections. These typically comprise an Introduction or Company Overview, Executive Summary, Mission and Vision Statements, Detailed Business Description, Market Analysis, Organization and Management Structure, and Description of Products or Services.

Furthermore, it should include sections for Marketing and Sales Strategy, Funding Request (if applicable), Financial Projections, and a Conclusion or Summary. However, the sections might vary depending on the needs of the business or the specific purpose of the plan.

The Easy Guide to Making a Business Plan Presentation

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Failing to plan is planning to fail.

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

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

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

Following are downloadable Simple Business Plan Templates

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

What is a Business Plan?

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

  • Perpetual Map
  • Porter’s Five Forces

SWOT Analysis

Pest analysis, competitor profile.

  • Competitive Intelligence

Marketing and Sales Strategies

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

  • Financial plan

Common Mistakes to Avoid When Creating a Business Plan Presentation

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

Let’s start by clarifying the business plan definition.

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

The main purposes of a business plan are to

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

Clarity and Communication

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

Engaging and Persuasive

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

Feedback and Interaction

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

The Key Elements of a Business Plan

A business plan should contain the following key components.

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

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

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

Your company profile should provide details on,

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

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

Company Profile Template

Market Analysis

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

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

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

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

Customer Profile Template for Business Plan

Perceptual Map

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

Perceptual Map for Business Plan

Porter’s Five Forces

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

Porters Five Forces Template for Business Plan

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

SWOT Analysis Template for Business Plan

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

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

PEST Analysis Example

View More More on SWOT Analysis: PEST Analysis Tools

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

Competitor Profile Template for Business Plan

View More Competitor Analysis Tools

Competitive Intelligence Mind Map

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

Competitor Intelligence Mind Map Template

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

View More Market Strategy Planning Tools

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

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

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

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

Marketing and Sales Plan Template

Marketing and Sales Plan template for business presentation

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

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

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

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

Organizational Structure for Business Plan Presentation

Services and Products

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

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

Product Canvas Template

Learn about this in more detail here .

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

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

Value Proposition Canvas for Business Plan

Financial Plan

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

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

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

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

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

Financial Plan Template

Overloading with Information

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

Lack of Visual Appeal

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

Ignoring the Audience’s Needs

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

Lack of Practice and Rehearsal

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

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

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

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

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

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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.

13 Free Business Plan Powerpoint Templates To Get Now

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13 Free Business Plan Powerpoint Templates To Get Now

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

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

1. Strategic Business Free Powerpoint Template

Strategic Business Free Powerpoint Template

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

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

2. Voodoo 2.5 Free Powerpoint Template with Animations

Voodoo 2.5 Free Powerpoint Template with Animations

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

3. Investment Business Plan Template for Google Slides & Powerpoint

Investment Business Plan Template for Google Slides & Powerpoint

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

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

4. Insurance Business Plan Template for Google Slides & Powerpoint

Insurance Free Business Plan Template for Google Slides & Powerpoint

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

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

5. Clean Corporate Biz Free Powerpoint Template

Clean Corporate Biz Free Powerpoint Template

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

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

6. A Free PowerPoint Template “Investor”

Investor Business Free PowerPoint Template

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

7. Marketing Plan Free Powerpoint Template

Marketing Plan Free Powerpoint Template

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

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

Infographic templates for PowerPoint

8. Business Idea Free Powerpoint Template

Business Idea Free Powerpoint Template

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

  • 31 useful slides
  • 27 color options

9. “Nook” Minimalist Pitch Deck Powerpoint Template

Nook Free Minimalist Pitch Deck Powerpoint Template

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

  • 12 different slides with modern designs

10. Free Simple Business Plan Presentation Template

Free Simple Business Plan Presentation Template

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

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

11. Free ‘Xe’ PowerPoint Modern Business Minimal Template

Free Xe PowerPoint Modern Business Minimal Template

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

12. Free Modern Business Powerpoint Template

presentation template business plan

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

presentation template business plan

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
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Premium: MultiSplash PowerPoint Templates

MultiSplash - Presentation templates for PowerPoint and Google Slides

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

  • 77 multipurpose presentation slides
  • 120 Icons and illustrations included

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How to Create a Quality Business Plan Presentation

The Art of Perfect Pitch

The Art of Perfect Pitch

  • October 18, 2023

13 Min Read

Business Plan Presentation

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

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

What Is A Business Plan Presentation?

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

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

How To Make A Presentation For A Business Plan?

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

Here are 10 essential components of a business plan presentation

1. Title Slide

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

What would you include in the basic information?

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

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

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

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

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

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

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

3. Solution

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

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

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

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

4. Market Analysis

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

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

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

Here’s an example for better understanding.

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

5. Showcase Your Products And Service

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

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

For Example,

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

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

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

6. Sales And Marketing Strategies

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

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

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

7. Operations Plan

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

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

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

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

9. Financial Plan And Projections

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

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

Learn more: Create a financial plan for your startup business

10. Funds Being Raised

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

An example of this would be:

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

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

Kawasaki’s Rule: Presenting your Business Plan

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

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

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

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

Tips To Create A Winning Business Plan Presentation

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

1. Clear And Concise Writing

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

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

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

2. Font Type and Size

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

3. Visual Elements

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

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

4. Color Combinations

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

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

5. Time Your Presentation

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

6. Deliver The Message Clearly

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

Mistakes To Avoid In Your Business Plan Presentation

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

1. Avoid Inessential Information

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

2. Avoid Overwhelming The Investors

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

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

3. Presenting Poorly Designed Slides

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

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

4. Ending Without A Thorough Takeaway

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

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

How To Present A Business Plan To Potential Investors

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

1. Tell A Story

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

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

2. Practice Your Pitch

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

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

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

3. Get Realistic

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

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

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

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

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Frequently Asked Questions

Can i do a business plan presentation on powerpoint.

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

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

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

What Is The Introduction Of A Business Plan Presentation?

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

How To End A Business Plan Presentation?

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

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

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

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

About the Author

presentation template business plan

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

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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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Ciri PPT Template

Ciri PPT Template

Analysiz Powerpoint

Analysiz Powerpoint

The X Note Template

The X Note Template

Bolo PPT Template

Bolo PPT Template

Clean Business PPT

Clean Business PPT

Agency Portfolio PPT

Agency Portfolio PPT

Yellow purple business plan powerpoint template.

Yellow Purple Business Plan PowerPoint Template

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

Gescaft – Business Plan PowerPoint Template

Gescaft - Business Plan Powerpoint Template

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

Simple Business Plan PowerPoint Template

Simple Business Plan PowerPoint Template

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

Examine – Business Plan Presentation Template

Examine - Business Plan Presentation Template

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

Multipurpose Business Plan PowerPoint Template

Multipurpose Business Plan PowerPoint Template

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

Buladiq – Business Marketing Plan PowerPoint Template

Buladiq - Business Marketing Plan PowerPoint Template

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

LEBON – Business Strategy Plan PPT Templates

LEBON - Business Strategy Plan PPT Templates

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

Simple Business Plan Presentation Template

Simple Business Plan Presentation Template

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

Verzus – Minimal Business Plan PowerPoint Template

Verzus - Minimal Business Plan PowerPoint Template

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

Business Plan PowerPoint Presentation Template

Business Plan PowerPoint Presentation Template

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

Clean PowerPoint Business Plan Template

Clean PowerPoint Business Plan Template

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

Creative Business Plan PowerPoint PPT

Creative Business Plan PowerPoint PPT

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

Fritz – Dark Business Plan PowerPoint Template

Fritz - Dark Business Plan PowerPoint Template

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

Minimal Business Plan PowerPoint PPT Template

Minimal Business Plan PowerPoint PPT Template

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

Business Plan – Modern PowerPoint Template

Business Plan - Modern PowerPoint Template

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

Modern Business PowerPoint Presentation Template

Modern Business PowerPoint Presentation Template

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

Marketing Plan – PowerPoint Business Plan Template

Marketing Plan - PowerPoint Business Plan Template

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

Clean Business Plan PowerPoint Presentation Template

Clean Business Plan PowerPoint Presentation Template

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

Planr – Business Plan Workflow Powerpoint Template

Planr - Business Plan Workflow Powerpoint Template

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

Modern Business Plan PowerPoint Template

presentation template business plan

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

presentation template business plan

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

presentation template business plan

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

presentation template business plan

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

presentation template business plan

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

presentation template business plan

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

presentation template business plan

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

presentation template business plan

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

presentation template business plan

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

presentation template business plan

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

presentation template business plan

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

presentation template business plan

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

presentation template business plan

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

presentation template business plan

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

presentation template business plan

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

presentation template business plan

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

presentation template business plan

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

presentation template business plan

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

presentation template business plan

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

presentation template business plan

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

presentation template business plan

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

presentation template business plan

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

Stylish Business Plan PowerPoint Template

Business Plan for Powerpoint

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

Coreplan – Business Plan Template PPT

Business Plan Presentation PowerPoint Template

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

Biz Plan Business Plan Template PPT

presentation template business plan

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

Croners – Business PowerPoint Template

business plan powerpoint template

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

Expertize – Professional PowerPoint Template

business plan powerpoint template

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

Danu – Business PowerPoint Template

business plan powerpoint template

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

Blast Business PowerPoint Template

business plan powerpoint template

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

3D Diagram Business PowerPoint Template

business plan powerpoint template

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

Bonus: Free Business Plan PowerPoint (PPT) Templates

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

Free Startup Business Plan PowerPoint Template

Free Startup Business Plan PowerPoint Template

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

#1 Business Plan Free PowerPoint Template

#1 Business Plan Free PowerPoint Template

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

Free Interior Studio Business Plan PPT Template

Free Interior Studio Business Plan PPT Template

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

Free Modern Business Plan PowerPoint Template

Free Modern Business Plan PowerPoint Template

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

Free Sales Account Business Plan PPT Template

Free Sales Account Business Plan PPT Template

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

Free Business Financial Plan PowerPoint Template

Free Business Financial Plan PowerPoint Template

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

Inspire – Free Business Plan PowerPoint Template

presentation template business plan

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

presentation template business plan

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

presentation template business plan

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

presentation template business plan

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

presentation template business plan

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

presentation template business plan

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

presentation template business plan

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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SlideUpLift

Best Work Plan Templates For Easy Task Organization [With Examples]

Planning your work beforehand is crucial to increasing your productivity and efficiency. A work plan is a strategic outline showing the tasks, activities, and objectives you need to achieve your goals within deadlines. This blog provides multiple examples and templates to help you get started.

Best Work Plan Templates For Easy Task Organization [With Examples]

A project’s success depends on having a detailed task plan. How can you perform tasks without having a plan for them? You and your team can produce the ideal work plan with the assistance of a perfect work plan template. Organizations can determine the success or failure of a project by having a detailed plan for all tasks. Work-hacking tricks and advice will only help if you put in the essential hours at the beginning by making a work plan in advance. 

You need a comprehensive plan to ensure your project succeeds and achieves the desired results. This detailed guide will help you through the creation of a work plan and its benefits, along with work plan examples.

What is a Work Plan?

Before jumping into the details of how to make a work plan template, let’s first see what is a work plan. It is a document that facilitates more transparent communication between all project participants. A well-crafted work plan outlines the necessary actions to finish a job. It clearly states the intended result, main work streams, and deliverables needed. It also draws attention to dependencies and resources that are required.

Shows what is a work plan

A comprehensive plan may require meetings between key stakeholders and sponsors in the early phases. The first step is to set a goal and identify some strategic concepts. It will assist in clarifying scope restrictions, identify some of the more significant strategic considerations, and facilitate the development of a broad general outline. 

Important stakeholders should review and revise a work plan template before the start of the project. It will take some time, but you’ll have a well-defined plan with everyone’s support when it’s finished.

Benefits of Using Work Plan Template

Now that you know what is a work plan let us see some benefits of using them. Consider the following advantages of using these templates for better work planning:

1. Increases Output

With the help of a work plan, you can progress steadily toward your objective by concentrating on finishing each task individually. You can allow enough time for each assignment by organizing your work. In addition, you can tackle your duties according to priority and prioritize them.

2. Enhances work-life balance.

Working wisely, instead of non-stop hustle, makes you effective. A work plan template helps you allocate your work in a way that makes sense for working hours and breaks, and it occasionally offers off time when available. Including downtime in your work schedule allows you to refuel and increase productivity. You can organize your working hours and leave plenty of time for leisure.

3. Keeps you motivated

It outlines an objective and the necessary steps to complete the work. You can track your progress and work towards reaching your weekly goal when you prioritize your duties and allot enough time for each one. The structure for defining goals can help with motivation, which is necessary for effectiveness and productivity.

4. Improves consistent workflow

Moving from a finished activity to a new one is simple without wasting time when you plan your work, and a work plan template helps to achieve it. A consistent workflow guarantees productive outcomes and keeps the atmosphere focused. Knowing what to do after finishing a task enables you to maintain momentum.

5. Teaches you how to set priorities

Planning your job with the help of a work plan template teaches you to prioritize important tasks over less important ones. Knowing how to create priorities is essential for an effective worker since it keeps you motivated to accomplish your objectives. Planning your job can help you keep your attention on meeting deadlines and finishing critical tasks, leaving spare time for fun pursuits.

6. Lets you manage your time

You can efficiently manage your time when you plan your tasks. An effective workplan template identifies the tasks you must complete and the time allotted to them. Think about scheduling some free time. Taking occasional time off is essential. An effective worker understands the value of time management since it increases productivity and self-control.

What to include in a Work Plan?

Now that you understand the purpose of a work plan and its benefits, let us see what information should be included in your work plan template:

Shows things to include in a work plan

1. Objectives

You must first clearly define the purpose of your project. By putting your primary objectives down in writing, you have a concrete document that you can always refer to and make sure your project stays on track with your objectives. Try to provide the background information about your goals and motivations.

2. Measurable Goals

After fully grasping your ultimate purpose, you must divide it into more manageable, smaller goals. It would be best if you considered SMART Goals in your work plan template:

  • Try to consider more precise goals.
  • Determine what can be measured.
  • Be specific about what you can accomplish.
  • Consider the elements that are pertinent to your company.
  • Recognize what you can achieve within the project’s time limit.

3. Techniques & Plans

It summarizes the steps you intend to take to accomplish the goals. The general goals of the project or campaign are the strategy, and the particular actions you will take to achieve those goals are the tactics.

For Example:

  • Expanding your retail business is your aim.
  • Your quantifiable goal might be to boost a particular product’s sales by 30%.
  • One tactic you might use is boosting website traffic to attract more users.
  • You plan to increase your internet visibility using PPC advertisements and SEO techniques.

4. Benchmarks

Ensure you are clear about any important deadlines you have set for yourself on the job. It will assist you in gauging the campaign’s effectiveness and the amount of effort still required. 

5. Resources

You must assign precise duties using your workplan templates. Here, you can also outline the decision-making hierarchy and incorporate contingency planning. Consider who will oversee the project, for instance, if someone needs to take paid time off. This part helps you determine when you need to bring in more resources. There can be crucial project components where you must hire temporary staff to help manage the workload or collaborate with outside contractors to bring in more experience.

6. Budget Plan

Include a budget plan in your work plan template. Ensure you understand each project component’s approximate cost. As soon as expenses are confirmed, update your plan. Some project sections may be more affordable than initially thought so you might use the extra money for another component. You must be ready to manage your budget to demonstrate that you are getting a good return on your investment.

Types of Work Plan Templates

Understanding different work plan examples or plans helps the organization excel in various departments. Every work schedule will be unique according to other departments. They differ according to the kind of project, the number of participants, and the individuals who will use the plan daily.

Although it is difficult to classify these techniques due to their nature, we can identify three primary sorts:

1. Work Plan Example for Corporate Employees

Shows 100 Days Work Template

These plans are more limited in scope and concentrate on straightforward departmental projects. Their purpose is to assist your team in achieving its objectives, which will eliminate the need for permission from higher management. These little tasks typically come under your manager or department leader’s responsibility.

A work plan for an employee comprises the following:

  • Project objectives
  • A spending plan
  • Supplies and costs needed for the project
  • Due dates and the anticipated completion date.

2. Work Plan Example For Business Owners

Shows Work Plan Example For Businesses

Business owners require a comprehensive plan to effectively manage various aspects of their enterprises. This work plan template helps with the following:

  • Guides business owners in managing multiple aspects of their enterprises.
  • It includes financial goals, marketing strategies , operational tasks, and growth projections.
  • Help focuses on maximizing profitability and sustainable growth.
  • Provides a strategic roadmap for achieving long-term success.
  • It helps business owners track progress, make informed decisions, and adapt to changing market conditions.

3. Work Plan Example for Project Managers

presentation template business plan

Larger projects are better suited for managers. They involve long-term objectives and plans and need assistance from other departments. Typically, these initiatives have:

  • The anticipated effect on the business
  • Thorough risk evaluations
  • Detailed cost estimates and budgets.

These plans are large and complicated. Thus, getting permission from higher-ups is usually necessary.

How to Create A Work Plan?

You should follow these six steps while making a work plan template:

Shows How to create a workplan

Step 1: Set Goals

Every project needs a vision; you can’t waste time explaining the “how” if you haven’t determined the “why.” Establish some challenging yet attainable objectives for your project; these will direct all future actions and inspire your group to carry out the strategy.

You must develop these objectives while considering the company’s overarching vision. After all, even if the project is successful by your standards, it will be viewed as a failure by business leadership if your objectives disagree with the organization’s broader strategy.

The most significant error in goal-setting is imprecise language, such as “increase our brand awareness.” How would you determine if you’ve succeeded in your mission? Instead, if it’s feasible, create a target with specific statistics, such as “increase referrals by 20% by the end of the third quarter.”

Step 2: Specify goals and expected outcomes

Once you have established the goals, it’s necessary to specify the kinds of deliverables and targets in your work plan template. For instance, “contact 100 customers per week for referrals” or “launch a reward program” would be appropriate goals if you aimed to boost referrals by 20% over the following quarter.

These deliverables are the steps you’ll take to fulfill the more general objectives you previously established. Remember to give each goal a deadline. Set up prizes for your squad to receive when they meet goals. These rewards will increase output and foster a sense of appreciation among your staff. For example, please give them a monetary bonus or an extra day off.

If goals differ much, many work plans separate them into short, middle, and long-term goals. For instance, a company’s long-term objective to improve brand visibility in social media channels over the next year may differ significantly from its short-term goal of increasing viewership by 30% in three months.

Step 3: Make a resource list

It’s time to determine what resources you’ll need to understand your goals and how to attain them. If your goals are the engine and your objectives are the destination, then your resources are the fuel that powers your journey.

Although finance comes to mind when someone mentions resources, the term encompasses labor, space, materials, equipment, and equipment. It is everything that has a finite amount and can be depleted by a project. Please list every resource you can think of and include it with each goal.

Have your team brainstorm the resources that you will need. If you attempt to do it yourself, you’ll likely overlook a few items to list. Talking with the team will help them identify a few more resources the project will require.

Step 4: Determine the barriers

In addition to identifying potential roadblocks that might keep the project from succeeding, you must also factor in some space for unexpected difficulties in your work plan template. A corporation attempting to boost referrals by 20% can encounter challenges, such as lower-than-expected incentive program registration.

Alternatively, an unanticipated circumstance can compel your organization to reallocate human capital resources from your project. A quick idea is to prepare a backup plan for every scenario. For instance, if the rewards program is failing, you should have recognized a few other strategies for boosting referrals that you may redirect resources to immediately.

Step 5: Make a detailed plan

Now that you have everything you need to make a detailed plan and project schedule to put everything together. You outlined the deliverables in the second phase, but now you must dissect them into smaller steps.

When creating a rewards program, some steps you might take to reach that goal would be surveying current members to find out what kind of rewards they would be most interested in. You begin by investigating the worth of a referral to ascertain the amount to allocate for each incentive, establishing a framework for the scheme, crafting a webpage for the rewards system, and so forth.

Assign team members roles and duties for every task in the work plan. If you don’t do this, the project may get delayed since no one will know who will finish a phase—preventing some team members from doing most of the work. In contrast, others might contribute little to workload management.

Step 6: Start and analyze

Proceed and start the work plan template. After the project begins, make sure to assess its progress regularly. For a six-month project, this could mean once a week. You will likely encounter a few problems that require changing the work strategy. That’s what the fourth step was for.

Use the backup plan if you encounter one of the mentioned difficulties, and modify it as necessary. You should be adaptable enough to accomplish this if you’ve completed the proper project preparation.

Track projects and evaluate their performance with software. Since gathering all the required data by hand is tricky, use one of the many effective software programs available to collect data. It will allow you to develop an extensive report that will provide you with insightful information. It also helps you manage projects remotely.

How to Present a Work Plan?

Until now, we have covered work plan examples, benefits, templates, and how to create one. However, it’s also vital to understand how to present it effectively. You can use a video or PowerPoint presentation to present your plan. You can show your work plan template in PowerPoint using various shapes, tables, and animations. Here is how to effectively present it:  

Understand Your Audience: Before delivering the work plan, ascertain the intended audience. Adjust the presentation to suit your audience’s expectations, interests, and degree of experience. 

Organize Your Presentation: Start by outlining the goal and parameters. A rational framework, such as an agenda, can guide the presentation. Divide the material into manageable chunks and cover essential topics such as goals, assignments, due dates, resources, and completion dates.

Focus on Main Takeaways: Emphasize the most essential elements, such as the deliverables, milestones, and project goals. Make sure that everyone understands the plan’s benefits and anticipated results. Emphasize how the plan satisfies the needs and concerns of stakeholders while also being in line with organizational goals.

Best Work Plan Templates

Below, we have discussed the best work plan examples or templates that you can use: 

1. Day Planning Timeline Template

The Day Planning PowerPoint Template illustrates your hourly schedule and tasks within event planning or day organization processes. This template includes a Gantt Chart slide, enabling you to designate various tasks with distinct colors scheduled at different hours throughout the day. 

presentation template business plan

Additionally, you can specify the allocated time for each task and its anticipated completion time. This versatile PowerPoint template showcases planning efforts for workshops, orientation meetings, project schedules, or any other day-long event.

2. Weekly Induction Training Calendar Work Plan Example

The Induction Training Calendar PowerPoint Template is a comprehensive weekly work plan template to streamline pre-onboarding. It presents a detailed schedule spanning four weeks, with each week meticulously organized into five days of activities. 

presentation template business plan

Within this template, there’s ample space allocated for outlining the specific activities planned for each day, ensuring clarity and coherence in the training program. This template aims to enhance the efficiency and effectiveness of induction training by providing a structured framework for planning and execution.

3. Weekly Task Planner Gantt Chart

The Task Planner Gantt Chart PowerPoint Template facilitates weekly scheduling, offering a comprehensive overview of seven-day tasks. With the flexibility to accommodate up to nine daily functions, this template empowers users to efficiently organize and manage their workload.

presentation template business plan

Whether for personal productivity or professional project management , this template provides a user-friendly interface for outlining tasks and tracking progress throughout the week. It is an editable template that is also available on Google Slides .

4. Yearly Work Plan Template

This template is a comprehensive tool that outlines tasks and activities for an entire year. It Features a slider-like structure; this template offers a visual representation of progress, with orange indicating completed days and white denoting remaining days. 

Shows Yearly Work Template

With space allocated for up to four tasks, users can efficiently plan and track their work throughout the year. Moreover, this template is available in Google Slides, ensuring accessibility and convenience for users across various platforms.

5. Work Status Timeline PowerPoint Template

The Work Status Timeline PowerPoint Template is a dynamic tool designed to track the work progress of up to four employees over a span of six months.

presentation template business plan

It features a user-friendly layout; the leftmost column includes employee names along with their respective positions. The template provides dedicated space to display the work status of each employee, facilitating clear communication and efficient monitoring of tasks and projects.

6. 30 60 90 Day Planning

The 30-60-90-Day Work Plan Template is a visually engaging tool for presenting comprehensive plans for the initial three months of employment. It has three horizontal panes catering to various roles, including new managers, new hires, team leaders, sales managers, and others, allowing them to delineate their goals and objectives for each period. 

Shows 30 60 90 Day Work Plan Example

Additionally, the 30-60-90-Day Plan PowerPoint Template employs a straightforward goal-setting framework, facilitating the articulation of priorities and tracking progress across different objectives.

Tips For Creating The Best Work Plan Templates

Identifying strategies and methods to support the main goals is vital for creating the best workplan templates to facilitate proper work planning. Here are some tips for you:

1. Proceed in reverse from the ultimate objective

Plan your tasks by hierarchizing primary efforts and working backward from the end aim. Developing the plan by repeatedly improving the strategy, goals, and underlying techniques is possible. Consider multiple factors to create an outline. The procedure should begin with the inclusion of the primary goals and a concise checklist.

2. Set objectives with quantifiable outcomes

After you finish the project outline, it is critical to include specific, achievable deliverables in the action plan. Monitor the advancement of deliverables through milestones in a framework focused on outcomes. It helps create a timeline that will help you determine what needs to happen and when.

3. Develop relevant and attainable goals

A solid plan will frequently branch out from strategy to aim. For instance, a limited number of strategies, each with one or a few objectives, may support a single goal. Objectives frequently include a variety of methods that you should use to create the specific tasks completed in a reasonable amount of time. 

The more detailed tactical strategy will be straightforward to follow. Divide the tasks into smaller tasks corresponding to discrete work units producing distinct deliverables. Monitoring the project’s progress with the predetermined deliverables is crucial.

4. Define roles and duties

One of the most essential parts of the work plan template is assigning duties and specific tasks to the identified stakeholders. In this manner, everyone on the team can work by the vision. The completed work plan is a living document with a complete list of all necessary actions, deliverables, and due dates. 

After the project starts, monitoring performance and regularly revisiting the goals outlined in the tactical plan is critical. On a step-by-step worksheet, you can observe incremental developments regarding objective metrics.

For a project to succeed, work planning is crucial. Without it, your productivity and efficiency at work would be at risk since you’ll keep running into bottlenecks. Fortunately, making a work plan is relatively easy. All you have to do is do the actions we have already outlined. However, remember to use project planning software, which helps you collaborate with the project team and monitor progress while providing you with a visual overview of all the work involved. 

SlideUpLift offers some outstanding PowerPoint Templates for you to start with. It assists with resource inventory and calendar creation so that you may make precise work plans, in addition to project planning, tracking, and team management.

Can I use work plan templates for personal tasks?

Yes, it can be adapted for personal use to organize tasks and manage time more efficiently.

How often should a work plan be updated?

It should be regularly reviewed and updated as needed, especially when there are changes in project scope, timelines, or resources.

What distinguishes a work plan from a project plan?

It outlines tasks, timelines, and resources for achieving specific goals, while a project plan encompasses the entire project lifecycle, including scope, budget, and risk management.

How detailed should a work plan be?

The level of detail depends on the project’s complexity and stakeholders’ preferences. It should strike a balance between providing sufficient guidance and avoiding unnecessary micromanagement.

How do I ensure accountability within a team when using a work plan?

Establish clear roles and responsibilities, track progress regularly, provide feedback, and encourage open communication to foster accountability and ownership among team members.

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5G Wireless Technology Business Plan

5g wireless technology business plan presentation, free google slides theme and powerpoint template.

Download the "5G Wireless Technology Business Plan" presentation for PowerPoint or Google Slides. Conveying your business plan accurately and effectively is the cornerstone of any successful venture. This template allows you to pinpoint essential elements of your operation while your audience will appreciate the clear and concise presentation, eliminating any potential misunderstandings. It's not just about content, as our design also commands attention! Your business plan will definitely make a positive impression.

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