How do we implement the Business Plan?
We design and implement the business plan by carrying out the following steps:
- We begin with an analysis of the initial situation to understand the strategic plan and develop the current SWOT analysis, fully aligned with the desired business model. Next, we hold meetings with the people involved in operations, whose experience and knowledge directly contribute to the company’s overall success, ensuring their engagement in the execution of the business plan.
- We also conduct onsite meetings with Management to define the company’s strategic decisions and, consequently, draft a solid and realistic business plan.
- Additionally, we perform an analysis of results using the balanced scorecard, followed by clear proposals to strengthen or adjust the business plan.
- Finally, we provide continuous monitoring and updates, using tools such as videoconferencing and our Gesttic methodology, based on Microsoft 365, to ensure ongoing alignment and effective implementation.
Content of the Business Plan
The business plan we develop incorporates sustainability and social responsibility. It includes:
Executive Summary of the Business Plan
The Executive Summary provides an overall view of the information included in the Business Plan. It highlights the key points from each section of the plan, including those related to sustainability and corporate social responsibility.
Company Description
In the “Company Description”, the basic characteristics and objectives of the organisation are presented. This section includes its mission, vision, organisational chart and job descriptions, among other elements. Additionally, if available, it also references the ISO certifications held by the company, such as quality management, environmental management, occupational health and safety, or corporate social responsibility.
Market Research for Sustainable Success
Market research helps determine the viable market for the company’s products and services, ensuring long-term business success. This process involves:
- Researching the market, by consulting experts, reviewing industry news, financial reports and other relevant resources throughout this phase.
- Describing the ideal potential customer within a specific geographical area.
- Analysing the competition, identifying their strengths and weaknesses. By understanding what they do and why it works, the company can define how to improve its own position, for example through the objectives set within the ISO 9001 quality management system.
Business Plan Content
The Business Plan will include:
- Description of the products or services being sold. This section details their functions, how they benefit customers (value proposition), and any legal requirements such as CE marking.
- Management and organisational structure. It involves defining the working methods. ISO 9001 certification can be a useful tool for structuring processes, while Corporate Social Responsibility strengthens reputation.
- Marketing and sales strategies to determine the channels and approaches used to attract and retain customers. This includes describing both the marketing and sales processes. Since this area is critical, it is often advisable to develop a dedicated Marketing Plan.
- Financial data. The financial plan outlines start-up costs, financial projections and any funding requirements if the company is seeking investors. Moreover, financial forecasts must be detailed to justify estimated costs.
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What does the business plan provide?
The business plan is a tool that helps to:
- Provide a roadmap to follow. A business plan offers a clear guide, facilitates decision-making, reduces uncertainty, and aligns objectives, thereby improving focus and operational efficiency.
- Secure financing from banks or support from investors. Financial institutions place greater trust in companies or projects that present a solid business plan.
- Ensure the sustained viability of the business by planning all the elements required for effective execution.
- Support continuous improvement and help prioritise objectives by identifying risks and opportunities within the business plan. These can also be aligned with your ISO management system.
Finally, your business plan becomes a living document that must be updated periodically in line with the changes and evolution of your organisation.