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How to Write a Business Plan in 2023 [Examples Included]

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So you have come up with a business idea that will turn your company into a Forbes 500 enterprise? Sounds great!

However, you are going to need much more than an idea. You will need to do some comprehensive research, create operational standpoints, describe your product, define your goals, and pave out a road map for future growth.

In other words, you are going to need a business plan.

A business plan is a document that precisely explains how you are going to make your startup a success. Without it, your chances of attracting funding and investments significantly decrease.

Do you want to learn how to create a winning business plan that will take your company to the next level? We created a guide that will help you do just that.

Let’s dive in.

What Is a Business Plan?

Why and when do you need a business plan, types of business plans (what to include in each).

• How Do You Write a Business Plan?

Best Practices for Writing a Winning Business Plan

Business plan examples.

• Monitor the Performance of Your Business with Databox

A business plan is a comprehensive document that defines how a business will achieve its goals. It is essentially a road map for growth that includes operational standpoints from all the key departments such as marketing, financial, HR, and others.

Startups use business plans to describe who they are, what they plan to do, and how they plan to achieve it. This is an extremely valuable document for attracting investors.

However, they are valuable for the company members as well. A good business plan keeps executive teams on the same page regarding the strategies they should implement to achieve their set objectives.

Related : Reporting to Investors: 6 Best Practices to Help Increase Funding

While business plans are especially useful for startups, each business should include them. In the best-case scenario, this plan will be updated from time to time and reviewed whether the goals of the company have been met.

The main things that investors want to check out in the business plan are:

• Product-market fit – Have you researched the market demand for your products and services?
• Team efficiency – Does your startup have devoted professionals that will work on achieving your goals?
• Scalability – How probable is growth in sales volumes without proportional growth or fixed costs?

An organized business plan is essentially a blueprint of your goals and it showcases your abilities as an entrepreneur.

Related : Business Report: What is it & How to Write a Great One? (With Examples)

If you want to persuade venture capitalists and banking institutions to invest in your startup, you won’t be able to do it without a solid business plan. Following a clear business plan format is crucial, as it structures your plan in a way that is easily understandable and demonstrates your business’s potential. 

A business plan is helpful in two ways – it allows you to focus on the specific goals you set for the future and it provides external parties with evidence that you have done your research in advance.

But don’t just take our word for it – here are some of the things that researchers from Bplans found out when they were analyzing the benefits of business plans with the University of Oregon.

• Companies that use business plans have recorded a 30% faster growth compared to those that didn’t use them.
• Getting investments and loans is twice as likely to happen with the help of business plans.
• There is a 129% increased chance for entrepreneurs to go past the ‘startup’ phase through business plans.

You should create a business plan before you decide to quit your regular job. It can help you realize whether you are ready or not.

Also, creating a business plan is helpful when:

• You want to attract investments or funding from external parties
• You want to find a new partner or co-founder
• You want to attract talented professionals to join your startup
• You need to change things up due to the slow growth

While creating a business plan is an important step, you first have to know how to differentiate all the different types. This will help you choose the one that is most suitable for your business.

Here are the most common types of business plans and what you should include in each.

One-Pager Business Plan

Startup business plan, internal business plan, strategic business plan, feasibility business plan.

The one-pager is a business plan that only includes the most important aspects of your business. It is essentially a simplified version of a traditional business plan.

When creating the one-pager business plan, your primary focus should be on making it easily understandable.

Since this business plan is rather short, you should avoid using lengthy paragraphs. Each section should be around 1-2 sentences long.

The things you should include in a one-pager business plan are:

• The problem – Describe a certain problem your customers have and support the claim with relevant data.
• The solution – How your products/services can solve the issue.
• Business model – Your plan on how to make money. Include production costs, selling costs, and the price of the product.
• Target market – Describe your ideal customer persona. Start with a broad audience and narrow it down by using TAM, SAM, and SOM models. This lets investors in on your thought process. To understand these models better, check out, for example, the importance of proper TAM evaluation for B2B startups .
• Competitive advantage – How are you different from your competitors?
• Management team – Include your business’s management structure.
• Financial summary – This part should revolve around the most significant financial metrics (profit, loss, cash flow, balance sheet, and sales forecast).
• Required funding – Define how much money you need to make your project a success.

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Related : Check out our comprehensive guide on writing a marketing plan report .

New businesses use startup business plans to outline their launching ideas and strategies to attract funding and investment opportunities. When creating startup business plans, you should primarily focus on the financial aspect and provide evidence that supports it (e.g. market research).

These are some of the main things that should be included:

• Vision statement – Explain your vision for the company and include the overall business goals you will try to achieve.
• Executive summary – A quick overview of what your company is about and what will make it successful. Make sure to include your products/services, basic leadership information, employees, and location.
• Company description – A detailed overview of your company. Talk about the problems you will solve and be specific about customers, organizations, and growth plans. This is the place where you should state your business’s main advantages.
• Market Analysis – Show investors that you have a good understanding of your industry and target market by providing a detailed market analysis. Try to point out certain trends, themes, or patterns that support your objective.
• Organization and management – This section explains the structure and the management hierarchy. Also, describe the legal structure of your business.
• Service or product line – Go into detail about the products and services you are going to sell. Explain the benefits they bring and share your intellectual property plans.
• Marketing and sales – Talk about your marketing strategy and describe how you plan to attract new customers.
• Financial projections – This section should be about convincing your readers why the business will be a financial success. Create a prospective financial outlook for the next few years and it includes forecasts.

An internal business plan is a document that specifically focuses on the activities within your company. While external business plans focus on attracting investors, internal business plans keep your team aligned on achieving goals.

Related : Internal vs. External Reporting: What Are the Differences?

This business plan can differentiate based on how specific you want it to be. For example, you can focus on a specific part of the business (e.g. financial department) or on the overall goals of the whole company.

Nonetheless, here are some things that should universally be included in all internal business plans:

• Mission statement – Focus on the practical, day-to-day activities that your employees can undertake to achieve overall objectives.
• Objectives – Provide specific goals that you want your company to achieve. Make the objectives clear and explain in which way they can be reached. Focus more on short-term objectives and set reasonable deadlines.
• Strategies – Talk about the general activities that will help your team reach the set objectives. Provide research that will describe how these strategies will be useful in the long term.
• Action plans – These plans revolve around particular activities from your strategy. For example, you could include a new product that you want to create or a more efficient marketing plan.
• Sustainability – This refers to the general probability of achieving the goals you set in the internal report. Sometimes, plans may seem overly ambitious and you are going to have to make amends with certain things.

A strategic business plan is the best way to gain a comprehensive outlook of your business. In this document, forecasts are examined even further and growth goals tend to be higher.

By creating a strategic business plan, you will have an easier time aligning your key stakeholders around the company’s priorities.

Here is a quick overview of what a strategic business plan should include:

• Executive summary – Since strategic business plans are generally lengthy, not all executives will have time to go through it. This is why you should include a quick overview of the plan through an executive summary, you can also create an executive summary template to make the step easily repeatable.
• Vision statement – Describe what you wish to achieve in the long term.
• Company overview – This refers to past achievements, current products/services, recent sales performances, and important KPIs.
• Core values – This section should provide an explanation of what drives the business to do what it does.
• Strategic analysis of internal and external environments – Talk about the current organizational structure, mission statements, and department challenges.
• Strategic objectives – Go into detail about the short-term objectives your team should reach in a specific period. Make sure the objectives are clear and understandable.
• Overall goals – This section should include operational goals, marketing goals, and financial goals.

A feasibility business plan is also known as a feasibility study. It essentially provides a foundation for what would be a full and comprehensive business plan. The primary focus of a feasibility plan is research.

The things you should include in a feasibility plan are:

• Product demand – Is there a high demand for your product? Would customers be interested in buying it?
• Market conditions – Determine the customer persona that would be interested in buying your products. Include demographic factors.
• Pricing – Compare your desired price with the current pricing of similar products. Which price would make your service profitable?
• Risks – Determine the risks of launching this new business.
• Success profitability – Is there a good way to overcome the risks and make your company profitable?

How Do You Write a Business Plan Report?

As we explained in the previous heading, there are a few different types of business plan. Depending on the audience you are referring to, the language you use in the plan should be adjusted accordingly.

Nonetheless, there are certain key elements that should be included in all business plans, the only thing that will vary is how detailed the sections will be.

Include these elements in your business plan.

Executive summary

Company description, market opportunity and analysis, competitive landscape, target audience, describe your product or service, develop a marketing and sales strategy, develop a logistics and operations plan, financial projections, explain your funding request, compile an appendix for official documents.

An executive summary is a quick overview of the document as a whole that allows investors and key stakeholders to quickly understand all the pain points from the report.

It is the best way to layout all the vital information about your business to bank officials and key stakeholders who don’t have the time to go through the whole business plan.

If you summarize the sections well, the potential investors will jump into the sections they are most interested in to acquire more details.

You should write the executive summary last since you will then have a better idea of what should be included.

A good executive summary answers these questions:

• Who are you?
• What do you sell?
• How profitable is it?
• How much money do you need?

This section of the business plan aims to introduce your company as a whole. The things you include in the company description can vary depending on if you are only starting a business or you already have a developed company.

The elements included in this section are:

• Structure and ownership – Talk about who the key shareholders in your company are and provide a full list of names. Also, mention details such as where the company is registered and what the legal structure looks like. In most countries, this is a legal requirement for AML regulations.
• History – This segment is if you already have an existing company. Use this section to show your credibility. Include company milestones, past difficulties, and a precise date for how long your company has been operating.
• Objectives – Describe the overall objectives of your company and how you plan to reach them.

Market analysis refers to creating your ideal customer persona and explaining why they would be interested in buying your products.

Market opportunities are the gaps that you found in the current industries and creating a way for your product to fill those gaps.

The most important step in this section is to create a target market (persona) through demographic factors such as location, income, gender, education, age, profession, and hobbies.

Make sure that your target market isn’t too broad since it can put off potential investors.

A good idea is to also include a detailed analysis of your competitors – talk about their products, strengths, and weaknesses.

Related : 12 Best Tools Marketers Use for Market Research

Although you may include a competitive analysis in the market analysis section, this segment should provide a more detailed overview.

Identify other companies that sell similar products to yours and create a list of their advantages and disadvantages. Learning about your competitors may seem overwhelming, but it’s an indispensable part of a good business plan.

Include a comparison landscape as well that defines the things that set you apart from the competitors. Describe the strengths of your product and show which problems it could solve.

Related : How to Do an SEO Competitive Analysis: A Step-by-Step Guide

Use the target audience section to fully describe the details of your ideal customer persona. Include both demographic and psychographic factors.

Ask yourself:

• What are the demographic characteristics of the people who will buy my product?
• What are their desires?
• What makes my product valuable to them?

Make sure to answer all of these questions to get in the mindset of your customers.

If you need more details on how to identify your target audience , check our full expert guide.

When talking about your products and services, be as precise as possible. Mention your target audience and the marketing channels you use for targeting this audience.

This section should reveal the benefits, life cycle, and production process of your products/services. Also, it is a good idea to include some pictures of your products if possible.

When describing your products, you should highlight:

• Unique features
• Intellectual property rights
• What makes the product beneficial

Marketing is the blood flow to your business’s body. Without a good marketing and sales strategy, the chances of your product succeeding are very slim.

It’s always best to already have a marketing plan in place before launching your business. By identifying the best marketing channels, you will show your investors that you researched this topic in detail.

Some of the things you should include are:

• Reach – Explain why a specific channel will be able to reach your target market
• Cost – Is the marketing strategy going to be cost-effective? How much money do you plan on spending on the strategy?
• Competition – Are your competitors already using this channel? If so, what will make your product stand out?
• Implementation – Who will be taking care of the implementation process? Is it a marketing expert? Which suppliers did you reach out to?

Related : 14 Reasons Sales And Marketing Alignment Is Crucial for Skyrocketing Company Growth

This section should explain the details of how exactly your company is going to operate.

These are the things you should include:

• Personnel plan – Define how many people you plan to employ and their roles. Also, if you plan on increasing your staff, you should explain what would be the cause of that.
• Key assets – This refers to assets that will be crucial for your company’s operation.
• Suppliers – Mention who your suppliers will be and what kind of relationship you have with them. Your investors will be interested in this part of the section since they want to be reassured that you are cooperating with respectable counterparties.

The financial projections section is one of the most important parts of your business plan. It includes a detailed overview of expected sales, revenue, profit, expenses, and all the other important financial metrics .

You should show your investors that your business will be profitable, stable, and that it has huge potential for cash generation.

Monthly numbers for the first year are crucial since this will be the most critical year of your company.

At the very least, you should provide:

• Funding needs
• Profit-and-loss statement forecast
• Balance sheet forecast
• Cash-flow statement forecast

Related : How to Write a Great Financial Report? Tips and Best Practices

When providing the funding request, be realistic. Explain why you need that exact amount of money and where it will be allocated.

Also, create both a best-case and worst-case scenario. New companies don’t have a history of generating profits which is why you will probably have to sell equity in the early years to raise enough capital.

This will be the final section of your business plan. Include any material or piece of information that investors can use to analyze the data in your report. 

Things that could be helpful are:

• Local permits
• Legal documents
• Certifications that boost credibility
• Intellectual properties or patents
• Purchase orders and customer contracts

After reading the previous heading, you should have a clear idea of how to write a compelling business plan.

But, just to be sure, we prepared some additional information that can be very helpful.

Here are some of the best practices you should implement in your business plan according to the most successful companies.

Keep it brief

Make it understandable, be meticulous about money, design is important.

Generally, business plans will be around 10-20 pages long. Your main focus should be to cover the essentials that we talked about, but you don’t want to overdo it by including unnecessary and overwhelming information.

In business plan, less is more.

Create a good organizational outline of your sections. This will allow investors to easily navigate to the parts they are most interested in reading.

Avoid using jargon – everyone should be able to easily understand your business plan without having to Google certain terms. 

Make a list of all the expenses your business incurs. Financial information should be maximally precise since it will directly impact the investor’s decision to fund your business idea.

After you wrap up your business plan, take a day off and read it again. Fix any typos or grammatical errors that you overlooked the first time.

Make sure to use a professional layout, printing, and branding of your business plan. This is an important first impression for the readers of the document.

Now you know what a business plan is, how you can write it, and some of the best practices you can use to make it even better.

But, if you are still having certain difficulties coming up with a great business plan, here are a few examples that may be helpful.

HubSpot’s One-Page Business Plan

Bplan’s free business plan template, small business administration free business plan template.

This One-Page Business Plan was created by HubSpot and it can be a great way to start off your business plan journey on the right foot.

You already have fields such as Implementation Timeline, Required Funding, and Company Description created so you will just need to provide your specific information.

This free business plan template highlights the financial points of the startup. If your primary focus will be your business’ financial plan and financial statements, you can use this template to save up some time.

It can also be useful for making sure everyone in your company understands the current financial health and what they can do to improve it.

If you need additional inspiration to kick start your own business plan, you can check out this free template by small business administration .

You just have to decide which type of plan you want to create and then review the format of how it should look like.

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New Business Project Report

Report generator.

Starting a new business project is a combination of risk and reward. Starting a new venture is always risky, but once a blueprint is laid out and a clear plan is set, then the project can attain steady progress. Once the project is completed, a general report needs to be created and submitted to management for the project to be reviewed.

To help you create a new business project report, we have provided some project report examples you can use as a guide. We also listed down some tips in writing a new business project report.

What is New Business Project Report?

New Business Project Report Bundle

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New Business Project Report Format

Opening remarks.

Greeting: Begin with a respectful and professional greeting, addressing the audience appropriately.

Introduction

Purpose: State the purpose of the business project report, summarizing what will be discussed or reviewed.

Acknowledgments

Project Team Recognition: Acknowledge the contributions and efforts of the core project team members who played a vital role in the project’s success.   Stakeholders Appreciation: Recognize the involvement and support provided by internal and external stakeholders throughout the project lifecycle.   Financial Support Gratitude: Express gratitude for any financial support or sponsorships that helped fund the project.   Partners and Collaborators Acknowledgment: Thank the partners, suppliers, or collaborators who contributed to various aspects of the project, enabling its successful execution.   Support Staff Appreciation: Highlight the contributions of the administrative and support staff whose behind-the-scenes efforts ensured smooth project progress.

Closing Remarks

Summarize: Briefly summarize the key contributions and express overall gratitude to those who contributed to the project’s success.   Final Thanks: End with a final word of thanks, appreciating everyone involved in the project.   Farewell: Conclude with a polite and professional closing statement, thanking the audience for their attention.

New Business Project Report Example

Project Title: Launch of Eco-Friendly Reusable Bags   Introduction: This project aims to introduce a line of eco-friendly reusable bags to the market, catering to the growing demand for sustainable products. With the global push towards reducing plastic waste and environmental impact, the reusable bag market presents a promising opportunity. This project will focus on product development, market research, and sustainable sourcing to ensure the successful launch of our new product line by Q2 2025.   Market Analysis: The global market for eco-friendly products is expected to grow significantly over the next five years, driven by increasing environmental awareness and government regulations limiting single-use plastics. Our target demographic includes environmentally conscious consumers, particularly those aged 18-45. Competitive analysis indicates that while several companies offer reusable bags, there is room for innovation in design, durability, and material sustainability.   Project Objectives: The key objectives for this project are: To design and produce eco-friendly reusable bags made from sustainable materials. To launch the product line by Q2 2025 with an initial goal of selling 10,000 units within six months. To capture a 15% share of the reusable bag market in our region by the end of the first year. To build brand awareness and align the product with eco-conscious influencers and marketing campaigns.   Scope: The project’s scope includes: Product Design: Creating a line of durable, stylish, and sustainable bags that appeal to a broad audience. We will explore materials like organic cotton, recycled polyester, and jute. Sourcing: Identifying and partnering with suppliers who adhere to sustainable production practices. Manufacturing: Establishing partnerships with manufacturers that meet our ethical and environmental standards. Marketing & Promotion: Developing a marketing strategy that emphasizes the environmental benefits of reusable bags. This will include digital marketing campaigns, collaborations with influencers, and eco-friendly packaging. Distribution: Planning an efficient logistics and distribution system that covers both online and offline retail channels.   Project Timeline: The project is structured into four key phases: Phase 1: Market Research & Product Design (Q4 2024) Phase 2: Sourcing & Manufacturing Setup (Q1 2025) Phase 3: Marketing & Pre-launch Campaigns (Q2 2025) Phase 4: Official Product Launch & Distribution (Q2 2025)   Budget Estimate: The total projected budget for this project is $150,000, broken down as follows: Product Development: $70,000 Research and development of sustainable materials. Prototyping and testing of the reusable bag design. Marketing & Advertising: $50,000 Social media campaigns, influencer partnerships, and packaging design. Distribution: $30,000 Logistics, warehousing, and distribution channels for online and retail.   Risk Assessment: Key risks include: Supply Chain Delays: Potential disruptions in sourcing sustainable materials could delay the manufacturing process. Market Competition: Established brands in the eco-friendly sector could limit market penetration. Mitigation: Differentiation through innovative design and unique marketing strategies.   Conclusion: The launch of eco-friendly reusable bags will enable us to tap into a rapidly growing market while contributing to environmental sustainability. The project aligns with global efforts to reduce plastic waste, offering consumers a functional and eco-conscious alternative. Successful execution of this project will pave the way for future green initiatives and establish our brand as a leader in the sustainable product space.

Short New Business Project Report

Project Title: Mobile App Development for Fitness Tracking   Introduction: This project involves the development of a mobile fitness tracking app designed to help users monitor their exercise routines, diet, and overall wellness. The goal is to launch the app by Q3 2025, targeting health-conscious individuals looking for an all-in-one fitness solution.   Project Objectives: Develop and launch the fitness tracking app by Q3 2025. Reach 50,000 downloads within the first six months. Establish partnerships with fitness influencers for promotion.   Scope: The project will focus on app development, user interface design, and marketing. Key features include workout tracking, dietary logging, and integration with wearable devices.   Budget Estimate: Total: $200,000 App development: $120,000 Marketing: $50,000 Operations: $30,000   Conclusion: This project will provide a comprehensive solution for users’ fitness needs, enhancing our brand’s presence in the health and wellness market while contributing to customer lifestyle improvements.  

New Business Plan Project Report

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New Business Project Report Examples and Samples

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New Flour Mill Project Report Example

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How to Write a New Business Project Report?

Writing a new business project report involves a structured approach to present a clear and detailed plan of the business initiative. Here’s a step-by-step guide:

Include the report title, business name, your name, and date of submission.

Executive Summary

Provide a brief overview of the project. Highlight the objectives, key strategies, and expected outcomes. Keep it concise but informative, as it summarizes the entire report.

Explain the purpose of the project. Provide background information about the business. Describe the problem or opportunity that led to the project.

Clearly state the main goals of the project. Include both short-term and long-term objectives.

Project Scope

Define the boundaries of the project. Explain what will be included and excluded from the project. Mention the resources and timeframes involved.

Market Analysis

Provide data and analysis on the target market. Include information on market trends, customer demographics, and competition. Justify the need for the project in the context of market demand.

Business Plan Overview

Outline the business model, including the product or service offered. Explain how the business will generate revenue. Discuss pricing, marketing, and sales strategies.

Financial Plan

Include financial projections such as costs, revenue, and profit margins. Provide a break-even analysis and cash flow forecast. Mention the source of funding and expected return on investment (ROI).

Project Timeline

Include a detailed timeline with key milestones. Specify project phases, deadlines, and deliverables.

Risk Analysis

Identify potential risks and challenges the project may face. Suggest mitigation strategies for each risk.

Summarize the key points of the report. Reinforce the project’s potential for success.

Appendices (Optional)

Attach any additional documents, charts, or data that support your report.

Importance of New Business Project Report

A New Business Project Report is a critical document that outlines the framework and feasibility of a new business venture. It plays a vital role in various stages of business development by serving as a comprehensive guide for stakeholders, potential investors, and management. The key importance of this report can be summarized as follows:

• Strategic Planning : It helps in creating a structured plan, detailing the business idea, goals, and steps for implementation. It allows the business to anticipate challenges and develop solutions in advance.
• Feasibility Study : The report assesses the feasibility of the project in terms of market potential, financial viability, and operational practicality. It aids in determining whether the business idea is worth pursuing.
• Funding and Investment : A well-prepared report is essential for attracting investors and securing financing. It provides a clear picture of the business model, financial forecasts, and the return on investment, making it easier for stakeholders to make informed decisions.
• Risk Management : By outlining potential risks and strategies to mitigate them, the report helps in managing uncertainties that could impact the success of the business.
• Performance Measurement : The report serves as a benchmark against which the business can measure its progress. It provides a roadmap for monitoring and evaluating the business’s performance over time.
• Resource Allocation : It identifies the necessary resources, including human capital, technology, and financial inputs, ensuring that all components are efficiently aligned with the business objectives.
• Communication Tool : The report acts as an effective communication tool between the business owners, stakeholders, and external partners. It ensures that everyone involved understands the vision, goals, and expectations of the project.

Types of New Business Project Reports

There are several types of business project reports, each serving a specific purpose depending on the stage of the project, the audience, and the nature of the business. Below are the common types:

• Evaluates whether a business idea or project is viable. It includes market research, financial analysis, and risk assessment to determine if the project is worth pursuing.
• A comprehensive document outlining the business idea, objectives, target market, financial projections, and operational strategies. This report is typically used to attract investors or secure funding.
• Focuses on presenting a business project to stakeholders or potential investors for approval. It outlines the goals, timeline, and budget of the project, seeking endorsement or financial backing.
• Provides updates on the status of an ongoing project. It details what has been accomplished, current challenges, and the next steps, keeping stakeholders informed about the project’s development.
• Analyzes market trends, customer needs, and competitors to help guide strategic business decisions. This report supports business planning and helps identify opportunities and threats in the market.
• Focuses on the financial aspects of the business project, including projected revenue, expenses, profitability, and funding requirements. It’s often used to analyze the financial health and sustainability of a project.
• Provides detailed information on the technical aspects of the business project, including the technology, processes, and systems involved. This report is often used in industries with complex technical requirements.
• A summary report prepared at the end of a project, detailing the outcomes, lessons learned, and whether the objectives were met. It is typically used for evaluation and post-project analysis.
• Focuses on identifying potential risks associated with the project and provides strategies for mitigating these risks. This report helps in decision-making by evaluating the likelihood and impact of risks.

Components of New Business Project Report

Here are the components of a new business project report:

• An overview of the business idea, outlining the goals and key objectives of the project. This section gives a snapshot of the entire report.
• A description of the nature of the business, including its vision, mission, and the target market it aims to serve. This part provides clarity on what the business will do and its long-term purpose.
• An analysis of the target market, industry trends, and competitors, alongside a SWOT analysis to evaluate strengths, weaknesses, opportunities, and threats. This is crucial for understanding the market dynamics.
• Details about the business structure, ownership information, and the key members of the management team, explaining who will lead and operate the business.
• A thorough description of the products or services the business will offer, emphasizing their value proposition and how they will fulfill customer needs.
• A comprehensive marketing plan that includes strategies for promotion, pricing, sales, and customer acquisition to attract and retain the target audience.
• An outline of the daily operations, including location, facilities, equipment, and necessary technology, detailing how the business will function on a day-to-day basis.
• Financial projections such as revenue forecasts, cost estimates, funding requirements, and a break-even analysis, highlighting the business’s financial outlook.
• An assessment of potential risks to the business and the strategies to mitigate them, ensuring preparedness for uncertainties.
• A clear implementation timeline, showing key milestones, deadlines, and project phases to guide the launch and growth of the business.

Tips for a New Business Project Reports

Here are some tips for writing effective business project reports:

• Define Clear Objectives : Start with a clear objective, outlining the purpose and goals of the project.
• Executive Summary : Provide a concise summary of the project, highlighting key points and findings.
• Structure : Use a well-organized structure with headings and subheadings for easy navigation (e.g., Introduction, Methods, Results, and Conclusion).
• Data-Driven Insights : Support your findings with data, charts, and graphs to make your points more credible.
• Be Concise : Keep the report focused and avoid unnecessary details.
• Actionable Recommendations : Conclude with practical recommendations based on your analysis.
• Professional Formatting : Use consistent formatting, font size, and bullet points for a polished look.
• Proofread : Ensure there are no spelling or grammatical errors.

What is the purpose of a New Business Project Report?

The purpose is to provide a comprehensive overview of the new business initiative, including objectives, strategies, financial forecasts, and operational plans. It serves as a guide for stakeholders to evaluate the viability and potential success of the business project.

What type of market analysis should be provided in a New Business Project Report?

The market analysis should assess industry trends, identify the target audience, evaluate competitors, and estimate the business’s potential market share. It should also include data on market demand, customer demographics, and future growth prospects.

Who is the target audience for a New Business Project Report?

The target audience typically includes investors, business partners, senior management, and any other stakeholders involved in funding, approving, or implementing the business project.

How long should a New Business Project Report be?

The length depends on the complexity of the project but should be comprehensive without being overly detailed. A typical report ranges from 15 to 30 pages, including financial data, graphs, and appendices.

How often should a New Business Project Report be updated?

Reports should be updated regularly, especially during key project milestones or when new data becomes available. Regular updates (monthly or quarterly) are recommended to keep stakeholders informed on progress and any changes in strategy or financial projections.

Text prompt

• Instructive
• Professional

Generate a report on the impact of technology in the classroom on student learning outcomes

Prepare a report analyzing the trends in student participation in sports and arts programs over the last five years at your school.

How to Write a Business Plan (Examples & Templates)

Learn to create an effective business plan with clarity, research, and engaging design. Explore real-world examples and actionable tips for success

Hadar Peretz

7 minute read

Short answer

What should a business plan include?

Executive Summary: A snapshot of your business and plans.

Business Description: The mission, vision, and the problem you’re solving.

Market Analysis: An overview of the industry and your target market.

Organization and Management: Your business’s structure, team, and roles.

Service or Product Line: What you’re selling or the service you’re offering.

Marketing and Sales: How you plan to market your business and your sales strategy.

Funding Request: If you’re seeking funding, specify the amount and its use.

Financial Projections: Provide projections for the next five years.

Appendix: Additional information or documents supporting your business plan.

Even the most outstanding business plan can falter with poor presentation

If your business plan is too convoluted, mundane, or fails to resonate with stakeholders, you'll diminish its effectiveness, regardless of its content quality.

Success hinges on how you structure and articulate your business strategy.

This article will equip you with invaluable insights and frameworks for crafting a compelling business plan.

You'll discover the key components to incorporate, the ideal arrangement, and strategies to design a business plan that captivates and convinces you.

Dive in to bolster your expertise and position your business for unparalleled success against the competition.

Let’s unfold the blueprint!

What is a business plan?

A business plan is a formal document that outlines a company's goals, the strategy to achieve them, and the financial and market analysis supporting these objectives.

It acts as a roadmap guiding the business towards growth and success.

What is the purpose of business planning?

Business planning serves to provide a clear vision, set measurable objectives, and attract potential investors.

It offers a structured approach to tackling challenges, optimizing resources, and evaluating the business’s progress, fostering informed decision-making and long-term sustainability.

Why are business plans so important for organizations?

In the cut-throat world of business, having a solid foundation is imperative for survival and growth.

2 main reasons why business plans are so important for organizations:

1) Strategic focus

A business plan ensures that you maintain a strategic focus, prioritizing tasks that drive your business toward its goals while avoiding distractions.

2) Financial planning and risk assessment

Having a financial blueprint helps in resource allocation, financial forecasting, and assessing the risks that could threaten your business's stability.

It prepares you for contingencies, ensuring your business remains resilient amidst adversities.

Strategies behind the business plans of industry disruptors

Learning from the business plans of successful enterprises can provide invaluable insights:

Airbnb’s original business plan: Airbnb’s initial business plan was a classic demonstration of how to address a market need and propose a novel solution.

Tesla motors business plan: A profound example of how innovation paired with sustainable practices can be translated into a compelling business narrative.

Warby parker's direct-to-consumer model: Warby Parker disrupted the eyewear industry with its online-focused, try-at-home model, emphasizing affordability without compromising style or quality.

These examples depict how clarity of vision and articulation of strate gy can pave the way for attracting investors and guiding a business toward its envisioned path.

5 types of business plans

Understanding the different types of business plans is fundamental for tailoring a plan that suits the specific needs and objectives of your business.

Each type serves a unique purpose, addressing various aspects and stages of a business. Here are five common types of business plans along with a brief description of what they entail:

1. Growth business plan

A growth business plan is focused on expansion strategies for established businesses.

It outlines new market penetration, product line extensions, or other growth opportunities, backed by market research, financial projections, and operational adaptations.

2. Operational or annual business plan

An operational business plan provides a detailed outline for the company’s activities over a one-year period.

It includes specific goals, responsibilities, timelines, budgets, and management plans, serving as a comprehensive roadmap for the business's short-term operations.

3. Startup business plan

A startup business plan lays down the groundwork for a new business, encompassing aspects like mission, vision, target market, competition analysis, financial projections, and operational plans.

It's pivotal for attracting investors and guiding the company's early steps.

4. Strategic business plan

A strategic business plan is a high-level document that sets out a company’s long-term vision, mission, and strategic objectives.

It typically encompasses market analysis, company positioning, competitive analysis, and long-term financial forecasts, aimed at guiding the business's overall direction.

5. Feasibility business plan

A feasibility business plan is used to explore the viability of a new business idea or project. It provides a thorough analysis of the market, competition, necessary resources, financial forecasts, and potential challenges, to ascertain the project’s practicality and worthiness.

What makes an effective business plan?

Creating a document that stands out and achieves its intended purpose is a blend of art and science.

Clarity and cohesion

Crafting an effective business plan demands a seamless blend of clarity and cohesion. Here's how these elements translate into a compelling plan that garners attention and achieves its purpose.

Clear objectives: Define clear, measurable, and realistic goals.

Cohesive narrative: A well-structured narrative that binds all sections into a coherent story.

Solid research and realistic projections

An effective business plan is grounded on solid research and realistic projections. Let's delve into how thorough market research and accurate financial forecasting can set the stage for success.

In-depth market research: Understand your market, competition, and customer needs.

Realistic financial projections: Accurate projections reflect financial acumen and understanding of market dynamics.

Risks and challenges insight

Identifying risks and devising robust mitigation strategies are integral to a well-rounded business plan.

This section explores how a detailed risk analysis can provide a clear roadmap for navigating challenges and ensuring business sustainability.

Risk identification: Spotting potential risks and having a contingency plan reflects foresight and preparedness, crucial for stakeholder confidence.

Mitigation strategies: Detail the strategies for mitigating risks and overcoming challenges to ensure business continuity and sustainability.

How to write a business plan?

Writing a business plan is a step-by-step process, each step taking you closer to realizing your business vision.

This strategic document serves as a roadmap, guiding your decisions and attracting potential investors or partners to your venture.

How to prepare for writing a business plan?

The foundation of a compelling business plan lies in the accuracy and thoroughness of the information gathered.

Data collection: Collect relevant market data, business metrics, and financial projections.

Stakeholder input: Seek feedback from key stakeholders to ensure a comprehensive representation of the business vision.

What to include in a business plan one-pager

10 essential components for a top-tier business plan one-pager:

Title slide: Your introduction to potential investors. Adding an engaging video can boost interaction significantly .

Unique value proposition (UVP): A tagline encapsulating your business's core essence. Example: "Innovating personalized healthcare solutions."

Company overview: Narrate your business's origin, mission, and future direction.

Problem addressed: Highlight your target market's pain points and the necessity of your solution.

Market analysis: Showcase your grasp of the competitive landscape and market gaps.

Your solution: Detail the unique features and benefits of your product/service.

Marketing & sales strategy: Outline your approach to reach the audience and drive sales.

Objectives & metrics: Define your key performance indicators (KPIs) and growth objectives.

Team overview: Introduce key team members, their expertise, and significance to the project.

Funding details: Clearly state the funds required, their allocation, and expected ROI.

Effective next steps to engage investors

Skip the usual "thank you" finish! Instead, wrap up your business plan with a clear call-to-action, guiding investors on next steps.

Effective calls-to-action can greatly improve investment chances. Research indicates presentations with distinct action steps outperform generic endings by 27% .

5 action steps to follow after presenting a business plan:

Detailed plan review

Live product demo

Accessing further resources

Committing with a letter of intent

Making an investment

Here’s an example of a business plan built with this structure:

Business plan one-pager

This one-page business plan presentation template covers your company, market, product and services, and growth plan as an interactive visual story that's easy to follow and highly engaging.

How to design a business plan?

Business plan design plays a crucial role in how the information is perceived and retained by the readers.

This section unravels the essence of layout, typography, and the incorporation of visual elements to make your business plan not only informative but also engaging.

Layout and typography

A well-organized layout paired with readable typography can significantly enhance the readability and comprehension of your business plan.

Consistent Layout: A consistent layout throughout your business plan provides a professional appearance and makes it easier to follow.

Readable Typography: Choosing fonts that are both readable and visually appealing helps convey your business message efficiently.

Use of imagery and color

The use of imagery and color can augment the aesthetic appeal of your business plan while reinforcing the narrative and making key information memorable.

Relevant Imagery: Utilize images that align with your business objectives and resonate with the vision of your enterprise.

Color Palette: Select a color palette that not only aligns with your brand but also enhances the visual appeal of your business plan.

Storytelling with data visualization

Telling a compelling story through data visualization can help elucidate the market dynamics, financial projections, and the potential growth trajectory of your business.

Use charts, graphs, and infographics to narrate the data story, ensuring that readers can easily follow the progression and understand the core objectives.

Embracing digital design platforms

In the digital era, creating business plans on digital platforms can provide a more interactive and engaging experience for the readers.

Digital Business Plans: These are accessible, interactive, and easily shared, which can significantly enhance engagement and understanding.

Interactive Templates: Digital platforms offer interactive templates that can help structure your business plan effectively while ensuring a polished, professional appearance.

Grab an interactive template!

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I am a Marketing Specialist at Storydoc, I research, analyze and write on our core topics of business presentations, sales, and fundraising. I love talkig to clients about their successes and failures so I can get a rounded understanding of their world.

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Project Management

How to write a project report (with steps & templates).

August 16, 2024

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Juggling all the different components of a project can be quite a challenge. If that weren’t enough, you also have to write a project status report to update key stakeholders on the project’s progress. The struggle is real.

So where do you start? Fortunately, we have the answer. And that’s precisely why we put together this guide—to walk you through the process so you have a clear path from start to finish.

Learn more about creating project reports and different types of project status reports. Plus, you’ll walk away with five free project report templates, carefully crafted to streamline your project management workflow, save you time, and impress your stakeholders. 🤩

What is a Project Report?

How to write a project report, 1. project status report, 2. project progress report, 3. project cost benefit analysis report, 4. project time tracking report, 5. project resource report, 6. project risk report, 7. project variance report, 8. project performance report, 9. project completion report, 10. project management report, why is project reporting important, 1. final project report template, 2. project status report template, 3. digital marketing report template, 4. employee daily activity report template, 5. campaign report template, create professional project reports in less time with clickup.

A project report is a document offering a comprehensive overview of a project’s objectives, progress, team performance, and milestone accomplishments. It also gives an account of the challenges faced during a project’s execution , solutions devised to tackle them, and the lessons learned during the process. 

Project managers create these reports to communicate with other project stakeholders—including team members, sponsors, clients, and other interested parties—to ensure everyone’s on the same page. The document also serves as a foundation for further evaluation and analysis to ensure the project says on track and achieves its goals. 🎯

Creating a project report doesn’t have to be a daunting task. Follow these three simple steps to create your first project report with ease.

Understand the purpose of the report

Before you create a project report, you need to understand the purpose of the report (the “why”) and know your target audience (the “who”). This will guide the content, structure, and tone of your project report.

Gather and organize the relevant information

At this point, you need to gather project information relevant to your project report. Make sure your data is accurate, reliable, and up-to-date. Organize the gathered information in a logical and structured manner.

• Executive summary : As its name suggests, this project summary gives readers a quick overview of the whole report. It’s a snapshot that highlights the most important parts of the project. While it’s placed at the start of the report, it’s often written last. It covers the project’s objectives, methodology, major outcomes, and conclusions. 
• Introduction: This sets the context and expectations of the entire report. It includes the project’s purpose and scope, project schedule, the problems it aims to address, and the methodologies to get there. It also outlines the structure and organization of the rest of the report. 
• Body: Typically, this is the longest part of project management reports because it dives into in-depth details, including project progress, data collection, analysis reports, constraints, and limitations. Remember that whatever you include here should reflect the purpose of your project report and the preferences of your target audience. 
• Conclusions & Recommendations: Based on your findings and analysis, identify opportunities for improvement, suggest strategies for addressing them, or propose avenues for future research. 

Format and proofread the report

Ensure that your project report follows a consistent formatting style—headings, subheadings, and bullet points will make it easier to read. In addition, scan your report for spelling or grammar errors and typos.

Types of Project Reports

Project reports come in diverse formats, with each serving different use cases. Here are nine of the most commonly used types of project reports.

A project status report is a document that gives a snapshot of where your project stands at any given moment. It’s like answering the question, “How’s the project doing?”

But instead of just saying “The project is fine,” you actually dive into the project goals, tasks completed, milestones achieved, challenges faced, lessons learned, potential roadblocks, and next steps. 

Whether it’s a weekly project status report or a monthly status report, this documentation eliminates the need for status meetings while giving stakeholders the most recent status of the project.

A project progress report is slightly similar to a status update report, as they both discuss task progress. However, the progress report is more quantitative and zooms in on individual tasks and project milestones . 

It’s like taking a magnifying glass and examining the progress of each task, one by one. For example, it could include in-depth information on the percentage of completion and current status of each task (completed, on track, delayed, etc.). 

The cost-benefit analysis report is usually prepared before a project is put into motion. Of the various project reports, this one aims to answer a simple question: “Is it worth pursuing this project?”

To answer this question, the report first assesses all project costs like operational expenses, materials, salaries, equipment, and potential risks. 

It then considers the projected benefits, such as increased profit margins, cost savings, improved efficiency, or happier customers. Finally, the report compares the costs to the benefits to determine if it’s time to move forward or explore other options.

A project time-tracking report is a document that records and summarizes time spent on project activities. Each project team member contributes to writing this report—they track and record the amount of time they’ve spent on tasks and submit it to the project manager. ⏰

Thankfully, the rise of project management tools has eliminated the need for paper-based time-tracking submissions. They make it easy for team members to submit accurate and detailed time reports to the project manager—while reducing the administrative burden of manual report compilation. 

Project managers can see how time is spent and the overall productivity of team members. As a result, they’re able to make informed decisions, such as redistributing workload (aka workload management ), reassigning tasks, and providing feedback and support to team members. 

A project resource dashboard offers a bird’s-eye view of how resources (e.g., labor, equipment, materials, budget, etc.) are allocated in a project. Think of it as a comprehensive resource inventory, listing every project task, the responsible party, and the resources being used. 

Project reports like this help project managers keep track of resource availability, identify potential resource constraints or shortages, and make informed decisions about resource allocation and optimization.

A project risk report offers a comprehensive analysis of potential risks, their likelihood of occurrence, their potential impact on the project, and recommended mitigation strategies. 

Rather than waiting for future events to derail the project, project reports like this one allow project managers to take a more proactive approach to risk management—thereby boosting the chances of overall project success.

A project variance report reveals the gaps or deviations between project plans and the actual performance or results achieved. It compares various factors—like budget, time, resources, and scope—and their planned values with their actual values, then computes the differences (or variances). 

By analyzing these variances, project managers and stakeholders can discuss the possible reasons behind them, identify areas that need attention, and take corrective actions where necessary.

A project performance report evaluates the overall performance and achievements of a project against predetermined metrics and objectives. It includes information on project deliverables, key performance indicators (KPIs) , and stakeholder satisfaction.

This report helps project managers assess project success, identify areas for improvement, and communicate the project’s performance to stakeholders.

A project completion report marks the end of a project journey. It summarizes the entire project lifecycle, from initiation to closure. This report contains an overview of the project’s objectives, deliverables, milestones, challenges, and recommendations for future projects.

A project management report summarizes a project’s progress, status, and performance for stakeholders. It includes an overview, current status, timeline, budget, risks, resource allocation, key performance indicators (KPIs), and next steps. The report helps ensure transparency, track milestones, address issues, and guide decision-making. It provides a snapshot of where the project stands and what actions are needed to keep it on track.

Writing project reports may initially seem redundant and time-consuming. However, it plays a crucial role in achieving project success. While a few benefits were hinted at earlier, let’s get a better picture of why project reports should not be overlooked.

More clarity

Creating a project report allows you to step back and reflect on the project’s progress. As you record the milestones, successes, and challenges, a wealth of insights begin to unfold—strengths, weaknesses, and areas that need attention.

This holistic view of the project’s health helps you steer it toward the desired outcomes and ensure it stays on track.

Encourages evaluation and analysis

Project reports allow you to evaluate and analyze the different aspects of a project in a systematic way—gathering relevant data, analyzing them, and evaluating their significance. By giving your project a critical analysis, you can uncover valuable insights, identify patterns, draw meaningful conclusions, and take strategic action. 🛠️

Enhances communication and collaboration

Creating a project report challenges you to present the project’s progress and results to stakeholders in a clear and coherent manner. A well-written report promotes project transparency and ensures everyone is on the same page.

It also facilitates collaboration by providing a common reference point for discussions, feedback, and decision-making.

Boosts professionalism and credibility

When you present a comprehensive and well-structured report, it shows that you have conducted thorough research, followed a methodical approach, and can effectively communicate complex information. This, in turn, boosts your reputation, enhances your credibility, and showcases your expertise among peers, colleagues, and potential employers.

Knowledge preservation

A project report serves as a valuable reference for future research or projects. By documenting your process, methodologies, challenges, lessons, and results, you create a resource that can be consulted and built upon by others.

This contributes to the cumulative knowledge in your field and fosters a culture of collaboration and innovation.

Improves Team Alignment

Project reports are instrumental in enhancing team alignment. They provide a clear, concise snapshot of progress, identifying accomplishments, challenges, and next steps. This enables all team members to understand the project’s current status and their respective roles in achieving the overall objectives.

Check out these project report templates for teams:

• Nonprofit Organizations Project Report
• Operations Teams Project Report
• Finance Teams Project Report
• DevOps Teams Project Report
• Agile Teams Project Report
• Sales Teams Project Report

5 Project Report Examples & Templates

Sure, you could write project reports from scratch and spend countless hours formatting and structuring them. But why would you when you can use free project report templates? They provide a structure and format for your report so you can simply plug in your data and customize the design to fit your needs. Not only do project report templates speed up the report creation process, but they also enhance the overall quality of your reports. 

Let’s jump right in to explore our top five project report templates. 📈

A final project report is the perfect finishing touch to conclude a project and highlight its achievements. ClickUp’s Final Project Report Template provides a solid structure to help you put it together with the following key sections:

• Planned vs. Actual: A quantitative breakdown of how the project deviated from the original plan with regard to its start date, completion date, duration, and budget
• Management Effectiveness: A SWOT (Strengths, Weaknesses, Opportunities, and Threats) analysis evaluating how the project was managed
• Project Learnings : Share the important project lessons learned by the team throughout the lifespan of the project
• Contract Terms Checklist : A simple table listing the various contract terms, whether they were completed, and any remarks you have 
• Overall Performance rating: A 1 out of 5 rating of the different aspects of the project, from planning and execution to leadership and communication

This template is built in ClickUp Docs , which means you have unlimited flexibility for customization—add extra sections and tweak the appearance to suit your taste. And guess what? The table of content updates in real-time as you add, edit, or delete multiple headers.

If you want to wow your team and clients, this project status report template will help you get the job done. 

Writing a project status report is fairly straightforward. But staring at a blank document and worrying about crafting perfectly manicured sentences can make this process last a lot longer than it should. 

Thankfully, ClickUp’s Project Status Report Template is here to save the day! Built inside ClickUp Whiteboards, this template provides a hassle-free method to quickly capture key project details in a visually engaging way.

• General information: Cover general project details (e.g., project name, objectives, project timeline , reporting period, etc.) which you’ll need to fill in only once
• Progress details: Use color-coding to share in-progress, at-risk, delayed, and completed tasks
• Support and resources: List out assets (e.g., labor, money, etc.) needed for a smooth operation 
• Highlights and takeaways: Share key lessons learned and other noteworthy highlights
• What went well/What needs improvement: Use this opportunity to reflect on the project’s progress and share the areas that performed well and what needs attention
• Next steps: Highlight the key action items that need to get done to keep the project on track

Enter the details under each of these sections onto sticky notes, which’ll help you quickly pour down your thoughts without worrying about writing perfect sentences. It’s also very helpful for stakeholders as the information on sticky notes is short and straight to the point. 

This template removes the pressure of creating a status report and saves valuable time—all while keeping key stakeholders informed and up to date.

After running a digital marketing campaign project, you need to gather key metrics from the campaign and present it to key stakeholders for evaluation, performance analysis, and notes for future improvements. 

Sharing this info across multiple digital channels can get overwhelming but there’s no need to worry. ClickUp’s Digital Marketing Report Template has you covered with everything you need. Plus, it’s neatly broken down into the following sections:

• Digital Marketing Performance: This section lets you summarize the overall performance of your campaign by capturing key details like project budget allocations, actual expenses, cost per acquisition, total impressions, and total clicks across multiple campaigns
• Web Analytics Report: This section analyzes website performance during and after the project’s completion. It captures metrics like page views, bounce rate, traffic sources, and overall conversion rate
• Social Media Campaign Performance: This section analyzes social media performance by measuring metrics like impressions, followers, and engagement rate—all in a simple table for each social media platform 

Use this template to present the performance of your digital marketing project in a simple and visually engaging way. This makes it easy to identify trends, analyze the impact of your campaign, and make informed decisions regarding future marketing initiatives.

A key way to stay on track and guarantee overall project success is to engage team members in the process.

The Employee Daily Activity Report Template by ClickUp has a simple tabular layout that makes it easy for team members to record and keep track of: 

• Completed tasks and the time spent on each
• Ongoing tasks and their due dates
• Upcoming tasks and any support they’ll need

This template encourages each team member to get work done and ask for support when needed—while allowing you to keep the project on track by providing support and maximizing team performance.

Remember the Digital Marketing Report Template we looked at earlier? You can choose to further analyze the marketing performance section, with elements from this Campaign Report Template by ClickUp . 

Dive deeper into how each marketing channel contributed to overall ad cost, ad revenue, and ad conversion rate. You can further break down each channel’s performance by analyzing the metrics from each individual campaign on that channel.

There you have it—your secret sauce for creating an effective project report in a fraction of the time. And that’s only scratching the surface … working inside ClickUp unlocks a lot more perks. 

Not only does ClickUp make project reporting easy and quick, but it also gives you access to free project management templates to enhance your workflow. Quickly assign tasks to your team, keep track of progress, discuss updates, and collaborate on documents and whiteboards—all in one place. ✨

Did we mention the integrations? ClickUp plays nicely with other apps, allowing you to seamlessly connect your favorite tools to supercharge your team’s productivity. And let’s not forget about the time you’ll save using ClickUp’s automations—a feature that lets you breeze through repetitive tasks that used to eat up valuable time across project management reports.

Just imagine what you can do with those extra hours—maybe enjoy a cup of coffee or catch up with your team about how best you can support them. Make project reporting a blast with ClickUp and boost your chances of a successful project. 

Get started by signing up for free on ClickUp today … Ready? Set? Report!

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