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Start a New Project: Playbook Details

Business & Marketing Strategic Plan
Adam Wieder - February 20, 2017


Creating a business & Marketing Strategic plan is one of the most important steps you will take because the plan serves as your road map for the early years of your business.

  • Company Description

    Provide a high-level review of your business that will help readers and potential investors understand your business model. Elements include:

    • Key employees of your business, such as the CEO, President and Vice President
    • Mission statement
    • Details about the products or services your business will provide
    • Qualities that will make your business a success
  • Cover Page

    Creates the cover page for your business plan. 

  • Executive Summary

    An executive summary is an introduction to your business. This section should be clear, concise and to the point. We recommend that you revisit this section to review your work after completing the other sections of the business plan to assure consistency and maintain accuracy. The key elements of an executive summary include descriptions of:

    • Your company
    • Products or services you sell
    • Your audience and ideal customer
    • Future of your business and your industry
  • Financial Projections

    This section is the most important for investors and lenders because it shows that your company is built on a solid foundation. It also illustrates how your business will be able to meet financial obligations, while maintaining a positive cash flow balance.

  • Market Research

    Provide detailed information to show that you have a solid understanding of the industry within which your business will operate. If you have any further questions it may be useful talking to a mentor who could offer you specific guidance.

  • Marketing & Sales

    Describe how your company will focus on its customers through its marketing and sales strategies. Then, show how your company will reach its customers and how it will sell its products. Elements include:

    • How your company plans to grow
    • How your company is going to communicate with customers
    • How you will advertise your product or service
  • Product/Service Line

    Describe in detail what your product or service is and how it will meet the needs of your customers. Explain the benefits of your product or service, the advantages it has over the competition, and its current development stage (e.g., idea, prototype).

  • Business Plan

    Business plan to serve as your road map including revenue projections. 

What's New

The business plan generally projects 3-5 years ahead and outlines the route a company intends to take to reach its yearly milestones, including revenue projections. A well thought out plan also helps you to step-back and think objectively about the key elements of your business venture and informs your decision-making on a regular basis.

About Developer

Zephyr Technology Group (ZTG) applies technology in a dynamic, customer-focused, results-oriented way to better collaborate, communicate and make smarter decisions. Convergence of information and communications technologies enables our clients to take advantage of business analytics to impact program and mission outcomes and achieve strategic and organizational goals.