Briefing IDV

Quais são as sete partes de um plano de negócios?

1. Executive summary. This is an overview of your business plan. The executive summary should include your company’s offerings, mission, goals, and projections. Think of it as the elevator pitch for your business plan. If you can’t get investors interested here, it’s unlikely they’ll want to keep reading.
2. Company description and history. Describe your business’s legal structure and history in addition to what you do. If you just started this business, you may replace company history with your leadership team’s experience. The purpose of this section is to explain the company structure and build confidence in the people running the company.
3. Products and services. Talk about what your company offers, whether that’s products, services, or a combination of the two. Describe your products and services in detail. Explain what makes your offering unique, what your profit margins are, what kind of demand you’re seeing for it, etc.
4. Market and competitor research. Investors want to know if there’s demand for your offering. Describe the target market and how your product or service benefits potential customers. Include projections of where the industry is headed over the next few years. Additionally, detail your competitors and how saturated the market is.
5. Sales and marketing strategy. This part of the business plan explains how you’ll promote your product. Outline elements such as your ideal customer profile (ICP) as well as your marketing channels, budget, and methods.
6. Operations and logistics. Explain how you’ll source materials if you sell products as well as the technology you need to deliver such products and services. Also, provide details about your team, like how many people you’ll need and how you’ll manage employees.
7. Financial plan and projections. It’s crucial to prove that your business will be financially viable. For this, you’ll need revenue and expense projections. Many investors want to see sample account statements, balance sheets, and cash flow projections.

Como é possível escrever um plano de negócios?

Seu plano de negócios deve representar um mapa realista para a construção de uma empresa bem-sucedida. Ao escrevê-lo, utilize uma abordagem equilibrada para que possa observar os potenciais riscos e armadilhas. Você deverá esboçar cada uma das sete seções anteriormente descritas.

Abordar estas seções pode ser algo intimidador, por isso, algumas pessoas preferem começar com um plano de negócios com apenas uma página, incluindo curtos parágrafos para cada elemento. Outra maneira de ganhar algum tipo de vantagem é usando um modelo para planos de negócios. Uma vez encontrado um bom ponto de partida, você pode expandir cada seção para planejar melhor seu negócio.

Posso escrever um plano de negócios por conta própria?

Sim, você pode. Entretanto, dependendo da sua experiência de escrita e objetivos, você pode querer alguma ajuda externa. Se o plano de negócios for apenas para uso interno com o propósito de aprimorar as funções da empresa, você provavelmente ficará bem lidando com ele sozinho. Mas caso esteja tentando conquistar fundos de um banco ou investidores, um escritor de planos de negócios profissional pode se provar vantajoso.

Mesmo que você decida fazê-lo por conta própria, peça que um amigo de confiança ou mentor de negócios revise seu plano e forneça algum feedback para a ajudá-lo a refinar seu trabalho.

Quais são os quatros tipos de planos de negócios?

1. One-page or mini business plan. The one-page option is a great way to improve the focus of your business plan and highlight the essential elements. It can be an effective way to workshop your company’s plan or quickly give others a rundown of your entire business.
2. Traditional business plan. The traditional business plan is more in-depth than its one-page counterpart and will be more thorough in each section (often, plans exceed 40 pages). For example, it may contain detailed financials, branding samples, and competitive research documents.
3. Business model canvas (BMC). The business model canvas is a more visual representation of your business architecture. It includes sections for infrastructure, offering, customers, finances, etc. Many businesses find the BMC appealing since it can be summarized in a single page.
4. Strategic business plan. The strategic business plan can have different purposes, like proving feasibility, discussing planning operations, or projecting growth. It will outline the company’s goals, its strategy for reaching them, and the company structure. The main difference between this and the traditional plan is its focus on specific strategic initiatives.

Quais são os erros mais comuns no planejamento de negócios?

• Poor writing. Sloppy writing may suggest that you’re not serious about your business or you lack the needed professionalism.
• Unrealistic expectations. While you should be optimistic about your business, if your financial projections reflect your hopes more than reality, people may hesitate to back your business.
• Lack of supporting documentation. People reviewing your business plan want to see how you back up your claims. You can include research docs, sample financials, and estimates to make your case.
• Failing to define the target audience. For a successful marketing plan, you need to define your target audience. Investors and financial institutions need to see if you’re confident about who you’re selling to.
• Unbalanced. It’s important to lay out the risks and potential upsides. This analysis shows investors that you’re considering the whole picture regarding your business.