When you create a new company in LivePlan, it contains the default business plan outline. We intentionally start you out with a simple, lightweight outline containing the sections nearly everyone should have in their plans. If you’re new to business planning, you may wish to use this default outline.
To help you customize your plan, we also offer many optional items that may be important for particular types of businesses. You can also add, remove, rename, and re-order the default outline parts as needed.
The default sections that are included in a new company's plan document are listed below:
Executive Summary
Opportunity
- Problem
- Solution
- Market
- Competition
- Why Us?
Expectations
- Forecast
- Financial Highlights by Year
- Financing Needed
Opportunity
Problem & Solution
- Problem Worth Solving
- Our Solution
Target Market
- Market Size & Segments
Competition
- Current Alternatives
- Our Advantages
Execution
Marketing & Sales
- Marketing Plan
- Sales Plan
Operations
- Locations & Facilities
- Technology
- Equipment & Tools
Milestones & Metrics
- Milestones Table
- Key Metrics
Company
Overview
- Ownership & Structure
Team
- Management Team
- Advisors
Financial Plan
Forecast
- Key Assumptions
- Revenue by Month
- Expenses by Month
- Net Profit (or Loss) by Year
Financing
- Use of Funds
- Sources of Funds
Statements
- Projected Profit & Loss
- Projected Balance Sheet
- Projected Cash Flow Statement
Optional Appendix
(Not visible in the Plan tab, but may be added upon download)
Profit and Loss Statement
- Profit and Loss Statement (With Monthly Detail and optional itemization of revenues, direct costs, and personnel)
Balance Sheet
- Balance Sheet (With Monthly Detail)
Cash Flow Statement
- Cash Flow Statement (With Monthly Detail)
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