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Business planning. Basic technological processes of business planning. terms of reference and calendar plan (work schedule) for the development of a business plan (the most important)

Lecture notes, cheat sheets

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23. BASIC TECHNOLOGICAL PROCESSES OF BUSINESS PLANNING. TERMS OF REFERENCE AND CALENDAR PLAN (WORK SCHEDULE) FOR THE DEVELOPMENT OF A BUSINESS PLAN

In business planning, the following technological processes (stages) are distinguished:

1. Collection and analysis of preliminary information.

2. Preparation of terms of reference and schedule for the development of a business plan.

3. Collection of detailed information on all sections of the business plan.

4. Analysis, processing of information, preparation of sections of the business plan.

5. Preparation of a business plan.

6. Control of the content of sections and the accuracy of financial calculations.

7. Preparation of several options for a business plan (depending on the target audience).

8. Printing, flashing copies of the business plan.

business plan customer are legal entities and individuals engaged in entrepreneurial and investment activities, the conditions and results of which are analyzed and forecasted in the business plan.

The developers of the business plan are firms specializing in the field of marketing activities, design, teams of authors, individual authors. If necessary, consulting firms and experts are involved.

There are two main approaches to developing a business plan. The first is that the business plan is drawn up by a hired group of specialists, and the project initiators participate in it by preparing the initial data. Another approach is when the project initiators themselves develop a business plan, and receive methodological recommendations from specialists, in particular from potential investors.

When developing a business plan, terms of reference and calendar plan (work schedule). When developing a business plan by consulting firms, these documents are drawn up in writing and agreed upon by the parties (customer and contractor). When developing a business plan, company employees are allowed not to draw up these documents, but it is necessary to agree between the manager and the specialist on the main parameters defined in these documents.

Technical task should contain a description of the essential requirements, limitations and parameters of the expected result of the work on developing a business plan. The terms of reference may contain a description of the mechanisms of relations between the customer and the contractor.

Calendar plan should contain a list of all stages of the work carried out with the planned dates of their start and end. Key indicative dates for the completion of particularly significant stages are especially important.

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