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Feel free to delete this page after you’ve completed filling out the business plan.  \n2. Some sections have explanations on how to complete them. Detailed guidance on how to complete the rest of the form can be found in the help guide at the end of this document.  \n3. This document should be used as a guide only. You may choose to add or delete sections depending on your business type or intended audience.  \nEqual Housing Lender | Member FDIC [heritagebanknw.com | 800.455.6126 |](heritagebanknw.com | 800.455.6126 |)   \nBusiness profile  \nBusiness name  \nStructure  \nEstablished  \n\n|  |\n| --- |\n|  |\n|  |\n\nContact details  \nName  \nTelephone Mobile  \nEmail  \nMailing address Physical address  \n\n|  |\n| --- |\n|  |\n|  |\n|  |\n|  |\n|  |\n\nOnline/social media  \nBlog  \nFacebook  \nInstagram  \nLinkedIn  \nPinterest  \nThreads  \n\n|  |\n| --- |\n|  |\n|  |\n|  |\n|  |\n|  |\n\nTikTok  \nTumblr  \nWebsite  \nX  \nYouTube  \nOther  \n\n|  |\n| --- |\n|  |\n|  |\n|  |\n|  |\n|  |\n\n1 Business overview  \nWhat we do  \nWhat are the main products and/or services your business offers? Try not to use any jargon. If it helps, explain what you’d do in a typical week.  \nChannels to market  \nWhat channels are you using and why (retail, wholesale, direct, online, contracting, partnerships, licensing, etc.)? How do you get what you do/ sell to your customers?  \nWhy it works  \nWhat’s your key competitive advantage, unique selling point or unfair advantage?  \nHow we protect it  \nHow do you stop the competition from entering your market or attracting your customers?  \nMoney  \nIf you’re a startup, how much money do you need to start, how much do you have and is there a gap you need to fill? Outline where this money is coming from. If you’re an existing business, what are your cash reservesand cash runway (how many months are you cash flow positive)?  \nThe future  \nWrite a brief vision of your goals, where you see your business going and the opportunities ahead.  \n\n|  |\n| --- |\n|  |\n|  |\n|  |\n|  |\n|  |\n\n2 Business background  \nHistory  \nOutline the history of the business and list any major achievements during that time.  \nProducts and services  \nWhat specific products and/or services do you offer? List any specific attributes that give you a competitive advantage.  \nIntellectual property  \nWhat intellectual property do you have protected or need to protect?  \nIntellectual assets  \nWhat intellectual assets (things you can’t legally protect but are invaluable, such as knowledge of the industry, processes, customer relationships, etc.) do you have and how will you protect them?  \nLocations, outlets, countries  \nWhere are your offices or operations located/doing business, if applicable?  \nWhat we’re proud of  \nWhat are some things you’ve achieved so far or that you’re proud of?  \n\n|  |\n| --- |\n|  |\n|  |\n|  |\n|  |\n|  |\n\n3 Risk reduction  \nThe blocks and our solution  \nEvery business will have challenges, from supply chain issues, to finding staff, dealing with variable exchange rates or changes to contracts. Outline the specific issues your business facesand your plan to reduce the impact.  \nTactics to grow  \nDetail the steps and resources needed to keep growing your business. It could be new markets, products, services or business models.  \nE-commerce and technology  \nOutline how you use e-commerce and technology to future-proof your business.  \nCredibility  \nDescribe how you demonstrate credibility in the market and reassure customers you’re an expert.  \nCapacity  \nOutline how you would increase capacity or output to manage a sudden increase in demand.  \nInsurance  \nDetail your business insurance to show you’re mitigating the risks to your business continuity, such as general and product liability, professional indemnity, property, cybersecurity, etc.  \n\n|  |\n| --- |\n|  |\n|  |\n|  |\n|  |\n|  |\n\n4 Your team  \nManagement structure  \nOutline the management structure and the various roles of who is involved in the business.  \nCurrent core management te","cbCaiteVql551MGa","https://ap.wps.com/l/cbCaiteVql551MGa","pdf",270574,"English","# Business profile\n## Contact details\n## Online/social media\n# Business overview\n## Channels to market\n## Money\n# Business background\n## History\n## Products and services\n## Intellectual property\n# Risk reduction\n## The blocks and our solution\n## Insurance\n# Your team\n## Management structure\n## Mentors and business support\n# SWOT and critical success factors\n# Market research\n## Customer profile\n## Market opportunity\n# Marketing tactics\n## Marketing budget\n## Digital marketing\n## Social media","[{\"question\":\"What sections are included in the business plan template?\",\"answer\":\"The template includes business profile, business overview, business background, risk reduction, team, SWOT and critical success factors, market research, and marketing tactics, each with prompts to fill in relevant details.\"},{\"question\":\"How should an existing business handle the Money section?\",\"answer\":\"It should describe cash reserves and cash runway, including how many months the business is cash flow positive, and outline where the money comes from.\"},{\"question\":\"What is the purpose of the SWOT and critical success factors section?\",\"answer\":\"It captures strengths, weaknesses, opportunities, and threats along with specific actions showing how the business will take advantage of strengths and opportunities or reduce the impact of weaknesses and threats.\"}]","Business Plan Template - Instructions - Fill out sections | PDF",1789215102,6]