What's included in the default outline Follow

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 that contains the sections that 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 lots of optional items that may be important for particular types of businesses. You can also add, remove, rename, and re-order the parts of the default outline as you need.

 

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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