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Important: When you paste a chart object into your business plan, make sure to "Paste as a Picture" because pasting the chart as an embedded object means that the entire spreadsheet becomes embedded in your Word document (even though what you see is only the chart).
This will typically paste the data as a formatted and editable table in Word, though none of the formulas will be functional within Word (and the table will not be linked to Excel).
If you don't want the table to be editable in Word, you can "Paste as a Picture" using Paste Special or by choosing the "Picture" option when you right-click in Word to paste the table.
The companion workbook combines many of the different spreadsheets you can find on Vertex42.com, but customized specifically for inclusion in a business plan.
Word allows you to assign format Styles to text and paragraphs, and we've designed the template to use these Styles for defining headings, sub-headings, and figure captions.
Give the reader a fix on the size and type of the company, its management team, the products and services it offers, also some basic information about the industry, the size of the target market, funding sources, and the financial goals of the business.
If your plan is designed to help you get a bank loan, equity loan or credit card funding, include the information about the amount, type, and purpose of the funds you are seeking. The Offer to Target Customers What does your product and/or service do?IT-Advisers (ITA) offers high-tech manufacturers and smartphone producers a reliable, high-quality alternative to in-house resources for market development, information processing, cloud-computing and channel management on an international scale.The company seeks reasonable funding for the project, e.g bank credit, equity loan or venture capital investment Executive Summary The purpose of an executive summary is to summarize the highlights of the plan and to provide a brief snapshot of the company.How would you describe a typical customer for your product and/or service?How would you describe a group(s) of target customers?Instead, our goal is to make the process easier by providing a professionally designed business plan template that you can edit easily using Word and Excel.Update (7/22/2016): We've added a basic break-even analysis worksheet to the companion Excel workbook.This company offers a lot of services for ships that are under repair.The company can supply large docks that can be utilized to accommodate boats of different sizes.How you intend to get financing for your project Executive Summary The Summary's primary purpose is to "sell" the business project to the intended audience (investors, bankers, business brokers), enticing them to read on.It should be an easy-to-read overview presented concisely.