The Business Plan is an indispensable tool for streamlining a business idea, development project or future business by assessing its financial viability and market potential. The value that the Business Plan can generate relates to both feasibility and communication to shareholders, corporate management, and external lenders. Its drafting is also an effective tool for dissemination within the organization of precise strategies to support implementation.
The course focuses on the methodological approach and operational steps in order to convey to participants a reference model and the skills to complete it in every part.
Methodology
The course will include a first part of traditional training and a second, preponderant part related to the practical development, through the presentation of a case study, of a business plan (for the part of the business/financial/equity plan) through the use of a reference model.
Goals
- Transmit the technical skills to proceed with the drafting of the various plans needed to prepare the business plan
- Raise awareness of the use of the business plan technique understood as a tool to support strategic decision-making choices from the perspective of a forecast interpretation of economic and financial data
- To provide a “check list” of the steps, information and data required for drafting a business plan.
Program
- Introduction to business plan: aims, objectives and “check list” for useful information
- Presentation of an indicative table of contents of the Business Plan and brief analysis of the main items:
– history of the company
– the management structure
– analysis of the customer portfolio and products/services
– analysis of the offer and competition (potential customers, target customers, potential and actual competitors)
– SWOT Analysis
– analysis of potential risks attached to the business - Identification and drafting of “plans”: defining the
Goals
- Determination and drafting of the business plan:
– definition of the operating plan
– identification of resource and investment needs - Forecasted Income Statement
- Prospective balance sheet and cash flow statement
– the Break Even Point
– identification and interpretation of key economic and financial indicators for monitoring expected results - Analysis of the sensitivity and feasibility of plan results:
– analysis of the sustainability and economic-financial feasibility of the business plan
– creation of “what if” scenarios.
