Business Plan

Toolkit

A business plan outlines goals, strategies, and resources, providing a clear roadmap for growth and engaging key stakeholders in success.

What is a Business Plan?

A business plan is a structured, formal document that defines a business’s goals, explains the rationale behind them, and outlines the strategies and resources required to achieve success. It acts as both a roadmap for business growth and a communication tool for stakeholders such as investors, financiers, partners, and advisors.

Key elements of a business Plan:

A strong business plan typically includes:

  • Key Details: Business name, legal structure, registrations, and contact details.
  • Executive Summary: A brief overview of the business concept, offering, and goals.
  • Our Why, Vision, and Mission: The purpose, values, and aspirations driving the business.
  • Business Description: Information about products/services, production methods, suppliers, and intellectual property.
  • Market Overview: The problem you solve, your target market, competitors, and pricing strategy.
  • Sales and Marketing Strategy: How you will reach, attract, and retain customers.
  • Operations Plan: Day-to-day functions, staff, premises, equipment, stock and information systems.
  • Risk Management: Risk assessment, compliance, insurance, and succession planning.
  • Goals and Actions: Clear short- and long-term goals with steps to achieve them.
  • Financial Plan: Current financials, forecasts (balance sheet, profit/loss, and cash flow), and funding requirements.
  • Supporting Documents: Attachments such as resumes, market research, or financial statements that reinforce your plan.

Disclaimer

The information and resources provided in this Business Toolkit are intended for general guidance and informational purposes only. Tactic makes every effort to ensure the accuracy and reliability of the materials contained herein; however, we make no warranties or representations, express or implied, about the completeness, accuracy, suitability, or availability of the content for any particular purpose.

Users of this toolkit are encouraged to seek independent professional advice before making any business, legal, financial, or strategic decisions based on the information provided. Tactic disclaims any liability for loss or damage, direct or indirect, that may arise from the use or reliance on this toolkit or any of its components.

By accessing and using this toolkit, you acknowledge and agree to this disclaimer.