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Insert Your Company Name: Business Growth Plan

This document provides a business growth plan template for a company. The template includes sections for an executive summary, company overview, identifying growth opportunities, leadership roles and development, customers and competition, marketing and sales strategies, operations, financing growth, tactical action steps, and appendices. Instructions are provided throughout in blue boxes for completing each section with information about the business. The overall goal of the template is to create a living document to guide business growth, share with stakeholders, and provide information for potential funders.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
81 views14 pages

Insert Your Company Name: Business Growth Plan

This document provides a business growth plan template for a company. The template includes sections for an executive summary, company overview, identifying growth opportunities, leadership roles and development, customers and competition, marketing and sales strategies, operations, financing growth, tactical action steps, and appendices. Instructions are provided throughout in blue boxes for completing each section with information about the business. The overall goal of the template is to create a living document to guide business growth, share with stakeholders, and provide information for potential funders.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 14

Insert Your Company Name

Business Growth Plan

To insert an image and logo of your choice above, right click the image placeholder and select
the option to ‘Replace image’.

Your Business Growth Plan (BGP) is a living document. As you develop your business and apply your
learning from 10,000 Women, you should regularly return to review and update its contents. This will help
to ensure that it remains a useful resource for you and other key stakeholders in your business. You can
adapt the content within this plan to provide key information about your business to potential funders.

Instructions on how to complete the BGP are included throughout this template in blue boxes. You can
select and delete these instructional text boxes as and when required.

Contact: Insert Your Name Here


Company Address, City, State, Zip Code
Phone: 000-000-0000
Email: name@example.com
Web Site: www.company.com

1
Table of Contents

Section 1: Executive Summary 4

Section 2: Company Overview 5


2.1: Company History 5
2.2: Our Core Values 5
2.3: Vision Statement 5
2.4: Cultural Audit Summary 5

Section 3: The Opportunity 6


3.1: Opportunity Statement 6
3.2: Opportunity Feasibility Summary 6

Section 4: Leading the Business 7


4.1: Leadership Roles 7
4.2: Leadership Development Plan 7
4.3: The Team 7

Section 5: Customers and Competition 8


5.1: Customer Value Proposition 8
5.2: Customer Segmentation Factors 8
5.3: Competitive Advantage 8
5.4: Pricing Strategy 8

Section 6: Sales and Marketing for Growth 9


6.1: Brand Summary 9
6.2: Marketing and Sales Objectives Chart 9
6.3: Sales Funnel 9

Section 7: Operations 10
7.1: Process Evaluation Matrix 10
7.2: Summary of Evaluation Measures and Development Actions 10
7.3: Organizational Development Plan 10

Section 8: Financing Growth 11


8.1: Funding for Growth 11

Section 9: Tactical Action Steps 12


9.1: Short-term Actions 12
9.2: Medium-term Actions 12
9.3: Long-term Actions 12

Section 10: Appendices 13

2
10.1: Business Goals 13
10.2: Cultural Audit Review 13
10.3: Negotiation Preparation 13
10.4: Financial Ratios 13
10.5: Financial Forecasts 13
10.6: Financial Statements 14
10.7: Additional Appendices 14

3
Section 1: Executive Summary
Once you have completed this document, write your one page Executive Summary of the Business
Growth Plan here. Your Executive Summary should be no longer than three paragraphs, and include the
following:

- The purpose of your business, and the role that you take in leading it.
- Key business partners and personnel.
- A summary of your growth plans for the business.

4
Section 2: Company Overview
2.1: Company History
When you have completed Module 1, summarize your business’s history (e.g. why it was founded,
important milestones, and key achievements to date).

2.2: Our Core Values


When you have completed Module 3, summarize your business’s core values.

2.3: Vision Statement


When you have completed Module 3, copy in your Vision Statement.

2.4: Cultural Audit Summary


When you have completed Module 3, summarize your Cultural Audit. You may want to include the
following:

- Your business practices.


- Your shared values.
- Your shared assumptions.

You should also list any required changes to support business growth, and the action steps you have
identified for these.

5
Section 3: The Opportunity
3.1: Opportunity Statement
When you have completed Module 1, copy in your Opportunity Statement.

3.2: Opportunity Feasibility Summary


When you have completed Module 1, summarize your Opportunity Feasibility Checklist.

6
Section 4: Leading the Business
4.1: Leadership Roles
When you have completed Module 3, summarize the leadership roles and styles you use within your
business.

4.2: Leadership Development Plan


When you have completed Module 3, copy in your responses to the Leadership Development Plan
questions under the headings below.

Strengths and weaknesses

Steps for leadership development

Challenging assumptions

Leadership development goals

4.3: The Team


When you have completed Module 8, summarize how you will develop your team further to support
business growth.

7
Section 5: Customers and Competition
5.1: Customer Value Proposition
When you have completed Module 4, copy in your Customer Value Proposition.

5.2: Customer Segmentation Factors


When you have completed Module 4, copy in your Customer Segmentation Factors table.

5.3: Competitive Advantage


When you have completed Module 4, copy in the action steps you identified in your competitive
advantage analysis.

5.4: Pricing Strategy


When you have completed Module 4, summarize the pricing strategy which you have selected to
support growth.

8
Section 6: Sales and Marketing for Growth
6.1: Brand Summary
When you have completed Module 6, summarize your brand and any action steps which you have
identified to communicate this to your target customers.

6.2: Strategic Marketing and Sales Chart


When you have completed Module 6, copy in your Strategic Marketing and Sales Chart (including the
tools and metrics you have selected).

6.3: Sales Funnel


When you have completed Module 6, copy in your Sales Funnel data.

9
Section 7: Operations
7.1: Process Evaluation Matrix
When you have completed Module 7, copy in your Process Evaluation Matrix.

7.2: Summary of Evaluation Measures and Development Actions


When you have completed Module 7, record the measures that you have identified to evaluate your
operational processes as you grow. You should also note any development actions you will be
undertaking to improve your processes.

7.3: Organizational Development Plan


When you have completed Module 8, copy in your Organizational Development Plan.

10
Section 8: Financing Growth
8.1: Funding for Growth
When you have completed Module 9, summarize the funding you will need to achieve your growth
goals, and record the potential sources of funding that you have identified. You may want to include
information for a number of different scenarios.

11
Section 9: Tactical Action Steps
9.1: Short-term Actions
When you have completed Module 10, record the actions you will need to take in the next three
months. You may want to list other stakeholders who will be responsible for completing or supporting
these actions.

9.2: Medium-term Actions


When you have completed Module 10, record further actions required in the next year. You may want
to list other stakeholders who will be responsible for completing or supporting these actions.

9.3: Long-term Actions


When you have completed Module 10, record long-term actions required to support growth in the next
three years. You may want to list any other stakeholders who will be responsible for completing or
supporting these actions.

12
Section 10: Appendices
10.1: Business Goals
When you have completed Module 1, summarize your growth goals for your business.

10.2: Cultural Audit Review


When you have completed Module 8, record a summary of your Cultural Audit Review.

10.3: Negotiation Preparation


When you have completed Module 10, copy in your negotiation preparation table.

10.4: Financial Ratios


When you have completed Modules 2, 5 and 9, add your relevant financial ratios.

10.5: Financial Forecasts


When you have completed Module 5, add your financial forecasts.

10.6: Financial Statements


When you have completed Module 2, add any relevant financial statements for your business.

13
10.7: Additional Appendices
When you have completed the course, add any additional documents or content to support your
Business Growth Plan.

14

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