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How To Craft & Deliver an Effective Business Plan Presentation (Quick Guide)

A vital element in today’s highly competitive business landscape is the ability to craft and deliver a business plan presentation. This applies to both entrepreneurs and corporate leaders. 

This guide describes essential aspects required to build a business plan presentation and deliver it to stakeholders. 

Table of Contents

What is a Business Plan Presentation?

Is a business plan presentation the same as a business presentation, executive summary, justification of the business proposal, swot analysis, the niche of the proposal & actors in the industry, competitors, competitive intensity, trend analysis and critical variables, value chain, market analysis, jobs-to-be-done, value proposition, revenue streams, cost structure, distribution channels, key partnerships for the business model, organizational structure & management, go to market and marketing plan, development plan, qa, and continuous improvement model, distribution plan, inventory management, initial funding and financing structure, projection of income and costs.

• Evaluation of Projected Return vs. Required

Risk Evaluation

Sensitivity to critical variables, how to present bibliographical information in a business plan presentation, how to deliver a business plan presentation.

A business plan presentation is the medium we use to communicate a business plan to an audience. 

Presenters commonly ask what is the target length of a business plan presentation in terms of slides. Our expertise in this field tells us it’s advisable to work between 13-20 slides, remaining as concise as possible and using the help of visual aids. Let the graphics speak rather than fill your slides with text blocks.

No. A business plan presentation is used to communicate an identified business opportunity and how it is planned to be served in a way that generates profit. A business presentation is a more generic term, explained in our article about business presentation examples . 

How to Create a Business Plan Presentation

This section will list our recommended content for a successful business plan presentation. We broke it down into four stages which help the presenter build the story backing the business: a-. The opportunity and the competitive landscape analyzed, b- the business model designed and tested to serve the opportunity, c- the implementation plan of the business model, and finally, d- the financial and economic projections estimated that show the profitability of the opportunity.

For the purpose of this guide, the slides will refer to a case study of photo editing software. To replicate this slide deck creation process, you can speed up design decisions by working with the SlideModel AI Presentation Maker and tailoring it to your project.

So, how to make a business plan presentation? Let’s see a step by step guide.

Stage 1 – Identifying the Opportunity

After the title slide that defines how to start a presentation , any business plan should proceed by introducing the executive summary in a concise but impactful format.

The purpose of the executive summary is to inform the audience what to expect from the presentation and its conclusion.

Work with a maximum of two slides for this section, highlighting the key elements through visual cues. Check our guide on how to present an executive summary .

The next slide should disclose all the reasoning behind the business plan proposal, why this plan is being presented at this present moment, and projections of how the plan aligns with the current market trends.

Presenters can share the analysis done by the Market research team as long as it’s made clear which problem is relevant to the current market trends that this business plan aims to solve.

Mention all the references used to arrive at the conclusions expressed so data is backed with meaningful sources.

Any corporate PPT template can help you craft this slide, but presenters can also boost their performance through the use of infographics . If your solution for the selected problem involves a complex process, consider using a process flow template to expose the step-by-step justification of this proposal.

Use a SWOT template to showcase the Strengths, Weaknesses, Opportunities, and Threats of this business opportunity.

Make sure the SWOT diagram is legible. Work your way to meet the same aesthetic style despite speeding up the process with templates. Mention the tools used for gathering the information for this SWOT Analysis in the footnote and ensure the audience understands which information elements help you reach conclusions in each quadrant. Check our guide on how to create a SWOT analysis and see if your business plan requires a SWOT or SOAR analysis . 

Every business plan is scoped under a niche or industry sector. With this slide, describe the sector in which the proposal is immersed. Communicate its value,  list the actors involved, and describe their high-level relationships.

List the analyzed competitors. Communicate their attributes. The competitors’ comparison in business plan presentation can be visually explained using tools from the Blue Ocean Strategy framework, like the Strategy Canvas . 

The competitive intensity of an industry sector is studied through the Porter’s 5 Forces model. This intensity expresses how attractive the industry is. Explain the conclusion in each force showcasing the model.

First, introduce the variables identified as important for the industry sector, citing the insight’s source. Secondly, drill down each variable and break down the different trend dimensions ( PESTEL ) 

• Use a highly visual slide, like a dashboard template , to introduce factual data regarding the trends over a specific time period. Growth rates must be represented in time frames of over 180 days to evaluate the trend accurately.
• List the critical variables (consumers, product, production capability, and financing) briefly.
• Disclose how each variable can affect pricing and your position within the niche for that trend. Presenters can refer to case studies from successful competitor stories on how they responded to trend changes in the niche.

When presenting the value chain, we ought to articulate the sequence of activities the company handles to create value within the business plan. Start by breaking down the value chain into its key components, briefly explaining the stages from inbound logistics all the way through customer service. It is important to highlight the linking point between each stage and express the value of coordinating team activities to enhance overall efficiency.

We can use flowchart diagram templates as visual aids for the audience so they can understand the process sequence. Check our guide on how to make a flowchart .

Present the identified Market and its Segments. Continue explaining how conclusions were driven through the analysis and sizing of the market.

Presenters can use target market analysis templates , market segmentation templates , or TAM SAM SOM templates to compare their target market with the total available market. 

We recommend you check our guide on market segmentation for this process.

Then drill down with a Persona definition.

This study can be made by creating ideal customers, describing their demographics and psychological factors that make them prospective candidates to purchase the product or service this business plan presentation refers to.

Here is our guide on creating buyer personas . 

The Jobs-to-be-Done theory explains why certain customers are attracted to products and services and how those elements solve core problems in the consumers’ lives. 

A Perceptual Map is a tool we can use to measure the consumer perception of different products/services in the same market. This can be particularly useful if our value proposal is to brand ourselves as cheaper alternatives to already existing solutions. Check our guide on perceptual maps for further information.

Check our guide on the Jobs-to-be-Done framework and add suggestions to the business plan presentation.

Stage 2 – Business Model

To describe the  Business Model in your Business Plan Presentation, use the business model canvas analysis tool. Display your design in one slide.

For specific sections of the BMC, you can add slides if you need to drill down for further details. In our experience, the following sections require a deeper level of explanation.

List the Segments targeted in your Business Model. You can include a slide with additional information and segment size. Reference the Market analysis explained earlier to justify the selection or which were the pivots applied.

In order to explain the reasoning behind the Value Proposition and how it serves the segments selected, you can use the Value Proposition Canvas tool to explain the logic behind this selection.

The Value Proposition outlines the unique benefit our product or service offers the market and why customers should choose our offer over potential alternatives. Since we have already analyzed the potential buyers and presented the market, it’s time to deliver that value proposition using our best assets: customer testimonials, report data, surveys, etc.

As testimonials often weigh the most in established brands, be sure to present this information through a narrative that showcases why your product or service had a positive impact on the life of that customer. You can use customer testimonial templates to give an extra boost through visual aids.

Explaining how much the customers will pay for the product/services is critical to understanding the viability and profitability of the business. Showcase for each segment the pricing model and the engagement terms.

The Income Model expresses the sources of revenue for our business plan. This has to be in relationship with the pricing strategy for established businesses. Lean startups can work concerning their minimum viable product (MVP) and then elaborate with projections for future releases or changes in their income stream structure.

At this point, companies need to present the sources of revenue depending on their origin:

• Product Sales
• Subscription Model
• Freemium Model
• Partnerships with other brands in different niches
• Advertising and Sponsorships
• Monetization

Check our guide on pricing strategy models for more information about how to present this point. You can use revenue stream templates to represent this data in style.

Drill down the cost structure categories and relate them to the Value Chain explained earlier. Show a cost breakdown chart to make it easier for the audience to understand their weight in the total costs.

As this step can be a bit complex to articulate, we recommend you check our guide on Cost Structure to see how you can resume all that information in one slide.

At the business model stage, distribution channels should be briefly introduced since they will be mentioned again in the Distribution Plan . In some industries, it is important to highlight which channels are chosen over others for the sake of revenue and faster operation.

Our Distribution Channels PowerPoint Template is a perfect resource for this.

Presenting the strategic partnerships for the business plan is a way to prove the plan’s potential reach and success factor. On this behalf, companies must list which resources they are sharing with their business partners regarding expertise, technology, distribution channels, or capital, as these elements will impact the cost structure.

You can use the Business Partnership PowerPoint Template to present this information in a professional-looking format.

Stage 3 – Implementation

The business plan is designed to offer a product, deliver a service, or combine both. At this stage, the business plan presentation drills down on how the organization will build/deliver the product/service implementing the business model outlined earlier.  

Describe how the company operates regarding human capital and its roles. Presenters must describe to the audience the hierarchical structure, responsibilities, and how they play a role within the value chain.

You can use Org Charts to represent the roles and responsibilities in the organization visually. It is also advisable to highlight the expertise and experience of the management team, as it helps to build trust.

The Human Resource Plan must refer to your planned recruitment, training, and employee onboarding. Which talent will be required, and how is it planned to build the different teams of the structure.

Check the Go To Market Strategy guide and describe how the Business Plan will enter the market and overcome the initial barriers. Continue with the Marketing Plan limited to 1-2 slides resuming the plan’s tactics to increase brand awareness and the selected channels for this strategy. 

You can use the Marketing Plan Templates help to speed up the process by focusing on the content to fill rather than the design or creating complex charts from scratch.

Present the sales plan describing the full sales process, lead generation, nurturing customers, and conversion strategies.

Use Sales PowerPoint Templates to visually illustrate your sales process, like the Sales Pipeline Slide Template for PowerPoint , which depicts the process from lead acquisition to a closed deal.

Check our guide on Sales Plan for further information on this topic.

This step refers to presenting the product/service development plan, the Quality Assurance processes behind its validation, and your company’s commitment to a continuous improvement process based on surveyed data or customer feedback.

We can refer to testimonials, user case experiences our team successfully troubleshot, or experiences we learned from competitors in the same niche.

Presenting the distribution plan involves addressing logistics topics, supply chain , and sharing fulfillment strategies. Although we already presented the potential distribution channels, this is the step in which you detail how each will interact and their impact on the estimated revenue. 

Present one slide mentioning your company’s approach to these channels, if applicable:

• Direct Sales (either physical store or e-commerce)
• Retail Partnerships
• Wholesalers or Distributors
• E-Commerce marketplaces

This step involves two different approaches depending on the kind of industry we’re in. For traditional business, inventory management in a business plan presentation must highlight how the inventory will be handled to minimize transportation costs or overproduction. Projections must be shown per quarterly period and take into account seasonality if it has a significant impact on the required storage capacity.

On the other hand, e-commerce companies have to present their online infrastructure to secure the product’s availability 24/7, how customer tickets are handled when the customer cannot access the product, server costs, and how we prevent online leaks.

Stage 4 – ROI and Risk Evaluation

This section will outline the Financial Plan of your Business.

Showcase the financial structure, including equity, debt, and potential investors, at the moment of kick-starting this business. It is a good practice to consider the initial funding slide to be a brief summary of those points, with particular emphasis on the funding needs.

Cash Flow Diagrams , Comparison Chart templates , and Timeline templates to showcase when funds help to meet each of the plan’s milestones are good ideas to represent the elements on this slide.

Income and expense projections must be presented over a defined time period by using graphs or charts to clearly visualize the trends supporting each change.

Break down the revenue sources with clear, identifiable icons to showcase: product sales, subscription fees, advertisement, affiliates, etc. Sales estimations have to be realistic and conservative, as they will be contrasted with the production, marketing, administrative, and personnel costs to leave a gross profit margin calculation. 

Evaluation of Projected Return vs. Required 

Demonstrate the feasibility of your business plan. Start by presenting the profit margins in relation to the projection of income and expenses, then introduce the break-even analysis .

Presenters can make their message more relevant by presenting an ROI calculation and contrasting it with industry benchmarks in the same niche. By following this approach, presenters prove how the ROI offered by this business plan aligns with the investment’s risk projection.

Presenting a risk evaluation analysis in a business plan presentation involves introducing both risks and their mitigation strategies. 

Risk Management templates , like the ROAM framework, can help organize potential risk sources by their severity and impact on the organization. A pyramid diagram can be used to demonstrate how risk management can be delegated across the organization to completely eradicate the risk factor depending on its severity. 

The elements you should consider presenting are mainly regulatory changes, market changes, competitors (new or existing), and financial crises. 

The final point in our business plan presentation involves summarizing how key variables can influence the projected returns in our plan. Examples of these variables can be sudden increases in raw materials (affecting production costs and sales prices), a new pandemic (affecting workforce capacity and shortage of raw materials), geopolitical situations like war, etc.

We highly recommend presenting these critical variables using scenario analysis techniques according to measured data. Introduce best-case, worst-case, and most likely-case to give a full panorama of how your organization is prepared against any contingency.

An often overlooked point in a business plan presentation comes when listing the bibliographical information used to craft the business plan. Follow these steps to ensure a professional outcome for this slide or document.

• Use a title like: “Bibliography,” “Source Credits,” or “References.” If your business plan presentation cites examples from other companies, use a “Works Cited” section.
• References are usually shown in the APA style, but the MLE or Chicago style can be requested depending on your location or situation.
• Maintain a consistent style in terms of reference style used, font, text size, and formatting options across the entire slide deck. Footnotes or in-text citations can be used for important data.
• Verbally acknowledge your sources when required throughout the course of your presentation. This helps to establish credibility and respect for other people’s work rather than just dropping a slide with chunks of text.

This section will cover the most commonly asked questions on delivering a business plan presentation.

How many slides should my business plan presentation list?

This will depend entirely on your niche and the complexity of the business plan. Generally, work with at least 15 slides and no more than 30. It is best to use an extra slide rather than overcrowd an existing slide with tons of information.

What is the best format to present a business plan?

There are different options to present any business plan, so the selected option will mostly consist of the presenter’s preferred style and the audience’s age and interests.

• PowerPoint Presentation : You can start from a blank slide and go all the way through a professionally designed PPT template . PowerPoint documents allow you to present images, text, audio, videos, and any kind of graphic to help you convey the core ideas behind the business plan. They can work with any PC or Mac device, as well as mobile devices.
• PDF Documents: This can be a choice made in a hurry or by preference. Sharing a PDF document can work, but you must include the fonts used in the original document, as some compatibility issues can be present. 
• Pitch Deck : Rather than doing a lengthy business plan presentation, a pitch deck consists of a maximum of 15 slides to deliver your proposal concisely. This is the typical approach we can see in TV shows like Shark Tank. 
• Video Presentation : In some cases, using a video in a business plan presentation is relevant, especially if we are to introduce an innovative product in the market. You can use videos to showcase features, present services in a live format, introduce your team, and plenty of other options.

Are printables required in business plan presentations?

Although they are not required, using supplementary material in business plan presentations can be useful. You can prepare reference material for investors, especially involving complex data like graphs in an amplified format (and reference the slide in which they appear and vice versa).

Providing a printable to accompany your business plan presentation helps to give an image of professionalism and respect to your proposal.

What are the don’ts of writing a business plan?

The main purpose of this article is to craft and deliver a business plan presentation. Still, we would like to clarify some common errors seen in business plans that typically affect the performance of the presentation.

• Using overcomplicated language : Jargon or unnecessary acronyms may confuse spectators who are not in touch with all the details relevant to a particular industry. 
• Ignoring the audience : Not considering the variety of interests among investors, partners, and team members can hinder your presentation.
• Neglecting/underestimating competitors : Any realistic business plan considers the existing competitors in their niche and perhaps potential newcomers. Not doing so will leave you unprepared to present a doable business plan.
• Ignoring Risk Assessment : Omitting the Risk Assessment analysis and mitigation strategies does not respect the value investors and your team have. 

How long should the business plan presentation be?

As a general guideline, try to fit your business plan presentation between 20-30 minutes. Some complex plans may require additional time to be presented.

Does the presentation need to be tailored to different audiences? 

Using this tactic can be a winning factor for both investors and your team, as you prioritize effective communication for the roles they are relevant. Take these items into consideration for tailoring the presentation for specific needs.

In-Company Presentation

The focus should be on goal accomplishment and the strategies targeted to the team’s roles. Emphasize how teamwork is the pathway to success and how each individual contributes to the bigger picture.

If new technologies or knowledge are required as part of the business plan implementation, then this is the moment to disclose that information and inform the process to coach the team into it.

Board Meeting

Whenever delivering the business plan presentation to a board of directors, focus on the strategic goals, financial projections, and KPIs. 

Showcase how this business plan aligns with the company’s core values, mission, vision, and long-term strategy. 

Potential Investors

Presenting your unique value proposition, potential ROI, and highlighting the market opportunity is extremely important. Focus on selling your business model and vision with accurate financial projections and growth strategy. 

Dedicate some minutes to present your industry’s competitive landscape and answer why your product or service is a better offering than what competitors produce.

As we can see, creating a business plan presentation is a process that can be time-consuming if we lack the required business plan presentation tools to turn data into visually appealing formats. 

Remember to work concisely without losing the big picture of what you intend to explain. Your presentation is the entry point into the heart of your business; therefore, by adopting a structured approach, you can deliver an experience that engages, inspires, and builds confidence. 

Finally, let’s see some business plan PowerPoint presentation examples & business plan templates that you can use to speed up the presentation design process and save time.

1. Coffee Shop Illustration Business Plan Slides

Create your new business plan presentation with quality vector illustrations for Coffee Shops. Ideal for cafeterias, coffee bars, barista giftshop stores, bookshops and more.

Use This Template

2. Real Estate Business Plan PowerPoint Template

Realtors looking to start their own agencies should take a look at this attractive selection of slides with tailored real estate vector illustrations. These presentation plan slides show the different stages that a prospective buyer may incur, from hiring the services of a Real Estate agent, checking different properties, to finally buying a home.  Graphs and charts are included in vivid colors that are fully editable to meet the required branding.

3. Restaurant Business Model PowerPoint Template

As we’ve seen with the previous cases, these vector images depicting typical restaurant activities can help us build a business plan presentation sample to discuss with our team prior to an important meeting. Save time and money by introducing these professional designs into your presentation.

4. One Pager Business Plan PowerPoint

To briefly summarize the objectives of your business plan, work in-team with this one-pager business plan slide. Ideal to take notes, give a general picture of the current status of the business plan and key growth opportunities.

5. Business Plan PowerPoint Templates

If you want to create the best business plan presentation, this slide deck can make that task 100% easier. Containing all the elements described in this guide, introduce your data and prepare to deliver a powerful speech.

6. Flat Bold Business Plan PowerPoint Template

Another slide deck intended for those looking at how to make a business plan presentation that delivers a memorable experience. With a minimalistic design approach, it perfectly balances formal elements and impactful visual cues to help increase your audience’s retention rate.

7. Car Sharing Business Plan PowerPoint Template

Create the next Uber-like car-sharing service with the help of these carpooling vector illustrations perfectly arranged in a cohesive business plan slide deck. Presenters can explain the ins and outs of their business model with highly detailed graphics that grab the attention of potential investors. Check it out now!

8. Beauty Salon Business Plan PowerPoint Template

Business plan presentations don’t have to look formal or boring. This slide deck is geared towards beauty salon businesses, especially for those targeted to women. Chic design, bold color scheme, and extremely useful tools like a pricing list to present an idea like a subscription-based model where consumers see the total value of their investment.

9. CrossFit Business Plan PowerPoint Template

Finally, we list an option filled with tools and gym vector illustrations for those looking to start a gym business or CrossFit academy. These illustrations were crafted with care to express the core idea on every single slide, such as human-shaped graphs to present relevant KPIs.

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Business Planning, Business Presentations Filed under Business

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How to Make a Killer Business Plan Presentation (+Templates)

Learn how to make a business plan presentation with tips for slide design, structure, and engaging examples, as well as templates to bring your vision to life.

7 minute read

helped business professionals at:

Short answer

What slides should a business plan presentation include?

• Opening slide
• Your Unique Selling Proposition (USP)
• Business overview
• The challenge you're addressing
• Market analysis
• Your solution
• Marketing and sales strategy
• Goals and Key Performance Indicators (KPIs)
• Team composition
• Funding request and allocation

Your business plan presentation needs to be as strong as your idea

Having a well-crafted business plan is crucial, but if it's not presented effectively, it's like having a treasure map that no one can read.

Even the best ideas can fall flat if they're not communicated clearly, potentially burying your chance of getting your business off the ground.

Remember, presenting a business plan is more than just sharing facts and figures. It's about engaging your audience, whether they're investors or stakeholders, and making them believe in your vision.

But don't worry, you're not alone in this. This guide is here to help you master the art of business plan presentation. You'll learn how to structure your presentation, design slides that captivate, and conclude in a way that leaves a lasting impact and drives action.

Let's dive in!

What to include in a business plan presentation?

A business plan presentation is your chance to delve deep, showcasing not just the what and the how, but also the why of your business. It's your strategic playbook that can persuade investors, guide your team, and set the foundation for your business's success.

11 essential slides of a business plan presentation:

Opening slide: Set the tone with an engaging first impression.

Your Unique Selling Proposition (USP): Define what sets your business apart.

Business overview: Offer a concise snapshot of your company.

The challenge you're addressing: Describe the problem your business solves.

Market analysis: Demonstrate your understanding of the industry and market trends.

Your solution: Detail how your product or service addresses the problem you’ve identified.

Marketing and sales strategy: Outline your approach to winning and keeping customers.

Goals and Key Performance Indicators (KPIs): Specify your objectives and how you’ll measure success.

Team composition: Introduce key team members, their roles, and expertise.

Funding request and allocation: Explain your financial requirements and how the funds will be utilized.

Next steps: Guide the reader on the next steps after reviewing your plan, whether it's a meeting request, further discussion, or a specific action you want them to take.

What does a business plan presentation look like?

In today's fast-paced business world, static business plan presentations are losing their edge. Imagine having to constantly pinch and zoom on a mobile device just to see the details. It's frustrating and distracting.

People also get disengaged when faced with walls of text. They're there to hear a story, not read a novel.

Interactive presentations, on the other hand, bring your business plan to life. They encourage audience participation, adapt to the flow of discussion, and make complex ideas more digestible and memorable.

You can see what an interactive business plan presentation looks like below:

How to turn a business plan into a presentation

Transforming your business plan into a presentation is a crucial step in bringing your vision to life. It's not just about having a plan; it's about presenting it in a way that resonates with investors and partners.

Start by distilling the essence of your plan, focusing on key points like your mission, market analysis, and financial projections. Use engaging visuals and a clear narrative to make complex information accessible.

For detailed insights on how to write a business plan , check out our guide.

How to make a business plan presentation in 6 easy steps

Crafting a business plan is about blending vision and strategy into a narrative that captivates your audience. With Storydoc's AI business presentation maker, creating this narrative becomes intuitive and easy.

In the guide below, we'll show you how to turn your plan into an engaging presentation in 6 simple steps. Stick around to see how seamlessly Storydoc can bring your business story to life.

1) Describe your presentation’s objective

Kick things off by sharing with our AI the type of business plan you're looking to create. This is like setting the GPS for your journey, ensuring every part of your plan is aligned with your end goal.

2) Give an overview of yourself, your organization, and your offering

Introduce the essence of your business - who you are, what your company stands for, and the unique value of what you offer. This sets the stage for a personalized and relevant presentation.

3) Select a suitable design template

Dive into our collection of design templates and pick one that resonates with your business's personality.

4) Tailor your business plan presentation to your needs

Now, here’s where you add your personal touch. Fill in your details, tweak the design, and watch the magic happen as the template adapts to your content. This is where your business plan presentation starts to take on a life of its own.

Then, you can either upload your own multimedia elements or sit back as our AI assistant generates some for you.

5) Add personalized elements

Next up, sprinkle in some personalization. It works just like personalizing a newsletter - you can insert dynamic variables that automatically fill up with your recipient's data.

This level of customization not only makes your presentation feel tailor-made for each reader but also adds a layer of engagement. As a matter of fact, it can get 68% more people to read your deck in full , and share it internally 2.3x more often!

6) Review and refine your business plan presentation

Finally, take a step back and review your plan. Ensure it looks good, flows well, and clearly conveys your message.

The beauty of Storydoc is that it's a living document – if you spot a mistake or need to update information after sharing, you can. You're in control, ensuring your audience always sees the most polished and up-to-date version of your business plan presentation.

Business plan design principles to turn average into impressive

Designing a business plan presentation is about more than just putting words on a page; it's about creating an experience that captures and holds attention. In today's digital age, the way you present your plan can be just as important as the content itself.

Let's explore how to design a business plan presentation that stands out in the modern business landscape.

1) Move from static to interactive

Gone are the days of static, text-heavy business plan presentations. Today's plans are interactive, engaging readers with clickable elements, dynamic charts, and even embedded videos.

This interactivity not only makes your plan more interesting but also allows readers to engage with the content in a more meaningful way.

Here's a great example of an interactive business plan presentation:

2) Use scroll-based design

Forget the hassle of pinching and zooming on a PDF. A scroll-based design, similar to a modern website, offers a fluid reading experience.

It's straightforward and aligns with how we naturally consume content online, making your business plan presentation easier and more enjoyable to read.

Here's an example of scroll-based design:

3) Make sure your business plan presentation is mobile-friendly

With so many people reading on their phones, your business plan presenttion needs to look good on any device.

Responsive design means your plan is easily readable on a phone, tablet, or computer, ensuring that your message is clear no matter how your audience accesses it.

4) Shift from local files to online documents

Step away from traditional Word docs or PDFs and embrace online documents. They're great for sharing, updating in real time, and collaborating with others.

Plus, they're accessible from anywhere, which is perfect for busy investors who are always on the move.

For more information, check out our comparison of the best business plan document types .

5) Embrace visual storytelling

Use visuals like infographics and charts to tell your business's story. They can turn complex data into easy-to-understand, engaging information. A well-placed visual can often do a better job of explaining your points than text alone.

Here's a great example of visual storytelling:

Best business plan software

Selecting the right tool to create your business plan presentation is vital for any startup. To ease your journey, I've compiled a list of the top business plan software, each designed to cater to different needs.

From comprehensive platforms guiding you step-by-step to dynamic tools that add interactive elements to your presentation, there's something for every entrepreneur.

The best business plan software currently available:

LivePlan.com

BizPlan.com

Upmetrics.co

GoSmallBiz.com

Business Sorter

MAUS Master Plan Lean

For a deep dive into each tool and to find the one that best fits your business's needs, explore our detailed guide to the best business plan software .

Interactive business plan presentation templates

The pressure to get your business plan presentation right can be overwhelming. After all, in many cases, you only get one shot to impress.

These business plan presentation templates offer a framework that takes care of the structure and design, allowing you to focus solely on fleshing out your strategy.

Whether you're pitching to investors, partners, or stakeholders, these templates give you the confidence that your plan is presented in the best possible light.

Grab one and see for yourself.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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The Easy Guide to Making a Business Plan Presentation

Failing to plan is planning to fail.

That’s why a business plan is crucial to your business. If you want to make sure that the promising business idea in your head is feasible, you have to start with a business plan .

Visuals make anything easier to understand. That’s why including them in your business plan presentation is a foolproof way to ensure that it’s readily welcomed by your audience and digested without confusion.

By no means is this business plan template limited to presentations; you can also include these diagrams in your business plan documents to make them more readable.

Following are downloadable Simple Business Plan Templates

• Business Plan Template PDF
• Business Plan Template Word
• Business Plan Template PowerPoint

What is a Business Plan?

Benefits of using a business plan presentation, executive summary, company profile, customer profiles.

• Perpetual Map
• Porter’s Five Forces

SWOT Analysis

Pest analysis, competitor profile.

• Competitive Intelligence

Marketing and Sales Strategies

Organizational structure and management, product canvas, value proposition canvas.

• Financial plan

Common Mistakes to Avoid When Creating a Business Plan Presentation

Faqs about business plan presentations, want to extend the guide to creating a business plan presentation.

Let’s start by clarifying the business plan definition.

A business plan is a document that describes your business in terms of what it does, the products and services it offers, your business strategy and business goals, and your action plan outlining how you plan to achieve your goals and earn money.

The main purposes of a business plan are to

• Show the future financial performance of the company and its economic situation for the owners and investors.
• Help identify risks that may affect the growth of the company and provide strategies to overcome them.
• Help make predictions about market trends, competitor behavior, customer requirements and define and prioritize key business objectives .
• Serve as a key resource for developing budgets

Clarity and Communication

A business plan presentation helps you communicate your business idea, goals, and strategies with clarity. It allows you to distill complex information into concise and visually appealing slides, making it easier for your audience to understand and grasp the key points. Presenting your business plan in a structured and organized manner enhances clarity and ensures that your message is effectively communicated.

Engaging and Persuasive

A well-designed and well-delivered business plan presentation can be highly engaging and persuasive. By using visual aids, such as graphs, charts, and images, you can capture the attention of your audience and create a memorable impact. Effective storytelling and compelling visuals can help you convey the value proposition of your business, showcase market opportunities, and convince investors, stakeholders, or potential partners to support your venture.

Feedback and Interaction

Presenting your business plan allows you to receive immediate feedback and engage in discussions with your audience. This feedback can be invaluable in refining your business strategy , identifying potential gaps or weaknesses, and addressing questions or concerns. The interactive nature of a presentation enables you to have a dialogue, gather insights, and build relationships with key stakeholders. It also provides an opportunity to demonstrate your expertise, passion, and confidence, which can further strengthen your credibility and increase the likelihood of securing support or funding for your business.

The Key Elements of a Business Plan

A business plan should contain the following key components.

• Executive summary
• Company profile
• Market analysis
• Marketing and sales strategies
• Organizational structure and management
• Services and products

Although this comes first, it’s smarter to write it at the end. The executive summary of your business plan should explain what is great about your business model and its products or services.

It should be concise and appealing to the reader. And it’s easier to write a meaningful summary once you have filled in the rest of your plan.

Your company profile should provide details on,

• Company history
• Overview of the company
• Mission Statement
• Key resources
• Business contact information
• Products or services
• Location details
• The market you serve
• Your key customers
• The customer issue you seek to solve

All these details can be presented in a much nicer way with an infographic like the one below. It’s easier to read and understand and more compact and clearer than paragraphs of detail.

Market Analysis

Through a market analysis , you can find enough detail to define your target market, its size, customer segments, and their needs.

Your market analysis should also include a competitor analysis, where you will research your key competitors in terms of their influence in the market, their strengths and weaknesses, the threats they pose to you, their products and services, their pricing plans, their marketing strategies etc.

Some visual techniques you can use in this section to present your data are

These aptly summarize all your findings on your customers such as their demographic details, jobs, responsibilities, needs, challenges etc.

Perceptual Map

This tool helps you depict and analyze how your (potential) target customer perceives the brands or products of your competitors. It helps you make sense of your product or service’s competitive positioning through the survey data at your hand.

Porter’s Five Forces

This tool is used to assess your business competitive strength and position against your competitors. Using it you can understand whether your new product or service is profitable.

SWOT analysis is a great way to determine the strengths and weaknesses of your competitors and the opportunities and threats they bring to you within the industry. You can also use it to assess the capabilities of your own company.

More on SWOT Analysis: What, Why and How to Use Them Effectively

PEST stands for Political, Economic, Socio-Cultural and Technological factors. It’s a great way to examine how the external forces in your market can impact your company. It will also help you shape your marketing strategy and develop your risk management plan.

View More More on SWOT Analysis: PEST Analysis Tools

All the details you have gathered on your competitors, such as their sales numbers, strategies, partners, suppliers etc. can be organized here. It’s a great way to prepare your competitor analysis data to be added to your business plan presentation.

View More Competitor Analysis Tools

Competitive Intelligence Mind Map

Or you can convey these data in a mind map. You can use Creately Viewer to add this to your online documents, websites, intranet, Wiki, or business plan presentations. This way you can view any links included in the mind map and navigate through it easily.

You can learn how to use these tools along with other useful techniques in more detail in;

View More Market Strategy Planning Tools

This is where you outline how you plan to market and sell your product. It’s easier to do now as you have extensive knowledge about your market, target customer and your competitors.

With your marketing strategy, you have to consider factors like your marketing or communication channels, marketing goals, marketing budgets, resources etc.

With your sales plan , pay attention to your sales targets, sales tools, resources etc.

You can use mind maps to visualize all this data to your audience. You can either use two mind maps to outline your sales and marketing strategies separately or a single mind map to showcase both.

Marketing and Sales Plan Template

If you want separate a marketing plan and sales plan, check out the templates below,

• Marketing Plan Template for Business Plan Presentation
• Sales Plan Template for Business Plan Presentation

Who are the key personnel involved in your organization? List them down in this section along with their expertise.

Use an organizational chart to represent your team, their roles and skills. It can help you highlight the hierarchy of your organizational structure as well.

Services and Products

This section explains your services or products and how they can benefit the customers. Here are some visualizations you can use to make this section more interesting to your audience.

Product canvas is a tool used to map, design and describe your product strategy. It takes into consideration your target audience, the important features of your product decided by storyboards , epics, design sketches, mockups , and the tasks you need to carry out to build the product.

Learn about this in more detail here .

It’s a tool you can use to ensure that your product or service fits the requirements of your customer. It helps you look into

• The value you can deliver to the customer via your product or service
• Which customer problems/s that you are trying to solve
• Which is the job that your product helps the customer to finish
• Which customer needs you are satisfying
• What are the different products you are offering to each customer segment

Financial Plan

This is the section where you provide all financial information related to your business. This section is required if you are presenting your business plan to investors.

It will include both historical data such as cash flow statements,profit and loss statements, income statements etc. and financial projections based on the impact of your new product.

If you are pitching a new product to your investors, you may also want to include your funding requirements.

For a business plan presentation, you can use a digital database of your financial information with a simple Creately mind map. You can link up all your financial statements on your mind map.

This way anyone who refers to the mind map can easily access the linked resources from one single place.

Overloading with Information

One of the most common mistakes is including too much information on each slide. This overwhelms the audience and makes it difficult for them to follow along. Keep your slides concise and focused on key points. Use bullet points or visuals to convey information effectively.

Lack of Visual Appeal

A presentation that lacks visual appeal can fail to engage the audience. Avoid using too much text and opt for visually appealing elements such as images, graphs, and charts. Use a consistent color scheme and fonts that are easy to read. Make sure your visuals support your message rather than distract from it.

Ignoring the Audience’s Needs

It’s essential to consider the needs and interests of your audience when creating a presentation. Tailor your content to address their concerns and provide relevant information. Avoid using jargon or technical terms that your audience may not understand. Focus on presenting the most compelling aspects of your business plan that align with their interests.

Lack of Practice and Rehearsal

Presenting a business plan without sufficient practice and rehearsal can lead to a lack of confidence and a disjointed delivery. Practice your presentation multiple times to become familiar with the content, timing, and transitions. Rehearse in front of a mirror or a small audience to receive feedback and improve your delivery.

By avoiding these common mistakes, you can create a compelling and effective presentation that effectively communicates your business plan to your audience.

In this post we have explained how to create a business plan presentation step-by-step. Make use of the templates that are provided to make your presentation more eye-catching and easy-to-understand.

Here are some more tips on making your presentation a hit.

Join over thousands of organizations that use Creately to brainstorm, plan, analyze, and execute their projects successfully.

More Related Articles

Amanda Athuraliya is the communication specialist/content writer at Creately, online diagramming and collaboration tool. She is an avid reader, a budding writer and a passionate researcher who loves to write about all kinds of topics.

13 Free Business Plan Powerpoint Templates To Get Now

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By Iveta Pavlova

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4 years ago

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Are you looking for business plan PowerPoint templates to grab right away and blow your audience away? In this selection, we’ve gathered 12 modern and completely free business plan PowerPoint templates designed according to the latest trends . The templates include everything you need in order to impress your potential partners with your business planning. They are easily editable, certainly memorable, and completely free to download.

You may also be interested in The Best Free PowerPoint Templates to Download in 2022

1. Strategic Business Free Powerpoint Template

An attractive template for Powerpoint made to help you present your business plan and strategies. The template comes with 25 handy slides that can be edited according to your needs. Plus, you have over a hundred business icons and high-quality vector graphics to depict your concepts and ideas.

• 25 different slides
• PPT file format
• 16:9 aspect ratio
• 100 business icons and high-quality vector graphics

2. Voodoo 2.5 Free Powerpoint Template with Animations

• 10 slides in the free version: 5 presentation slides and 5 infographic slides
• a modern, clean business design with smooth animations
• fully editable graphic elements and free fonts
• includes a dark version, as well

3. Investment Business Plan Template for Google Slides & Powerpoint

A minimalist business plan Powerpoint template made in a modern style and a classy grayscale color theme. The template includes 30 different slides with super useful layouts. Pretty much, you’ve got all you need to present your business overview, market analysis and competition, marketing, management, operating, and financial plans, and more.

• 30 different slides for various purposes
• 16:9 widescreen format
• compatible with PowerPoint and Google Slides
• graphics, maps, and over 1000 icons
• attribution is required (in the final slide)

4. Insurance Business Plan Template for Google Slides & Powerpoint

A business plan presentation template is available with versions for PowerPoint and Google Slides. This template is made in a modern corporate style and is suitable for serious topics. With 30 different templates and customizable assets, you can easily include your business overview, present your sales, management, and financial plans, and more.

• 30 slides in a modern corporate style
• PowerPoint and Google Slides compatibility
• graphics, maps, and 1000+ icons for customization

5. Clean Corporate Biz Free Powerpoint Template

A clean Powerpoint template with 10 different slides for professional business presentations. In this short template, you will find all you need to present your business objectives, business plan, key features, and more. Loaded with useful graphs and charts, you will easily visualize your data, as well.

• 10 unique slides with a corporate feel
• 16:9 widescreen layout
• includes charts, graphs, maps, and more

6. A Free PowerPoint Template “Investor”

• a professional corporate design
• 15 free slides in 16:9 widescreen aspect ratio

7. Marketing Plan Free Powerpoint Template

A tastefully prepared business-themed presentation template for Powerpoint in a blue-and-green color scheme. This template is available in two aspect ratios: 4:3 and 16:9. It also contains useful data visualization tools like charts, graphs, tables, and more.

• 26 business-themed slides
• 4:3 and 16:9 aspect ratios
• includes tables, flowcharts, graphs, and more

8. Business Idea Free Powerpoint Template

A rich business plan template consisting of 31 unique and useful slides. The design is available in 27 color schemes, so you can customize it according to your brand. You will find all kinds of charts, graphs, infographic slides, SWOT analysis slides, and more useful content.

• 31 useful slides
• 27 color options

9. “Nook” Minimalist Pitch Deck Powerpoint Template

This template will allow you to make a quick overview of your company and business plan. With 12 attractively designed slides, made in a gold, white, and black color scheme, you will definitely impress with style and modern vision. Easy to edit with high-quality vector graphics included.

• 12 different slides with modern designs

10. Free Simple Business Plan Presentation Template

A simple and practical business plan template suitable for presentations in most PowerPoint versions, Keynote, and Google Slides. The 8 slides included are designed to be useful and effective in presenting your company data. You will find high-quality vector shapes, diagrams, charts, and infographics. The slides are versatile and can serve various purposes.

• 8 slides that can be edited easily
• compatible with PowerPoint, Keynote, Google Slides
• design with modern gradients
• free to download (requires your email)

11. Free ‘Xe’ PowerPoint Modern Business Minimal Template

• 42 unique free slides with a modern, relaxing design
• includes animations, transitions, and video placeholders
• PPTX file format

12. Free Modern Business Powerpoint Template

A two-color design choice of light or dark including charts, maps, diagrams, and other useful slides for multipurpose presentations. a smooth, consistent, well-ordered look.

• Resolution – High 16:9
• Number of slides – 2 color versions of 34
• Color themes – white/light blue or dark/blue

13. Corporate Presentation Free Template

Clean and classic design suitable for presenting your business. The pack has 85 different slides for you to customize and adapt to your brand.

• Auto-animated
• Font file included

That’s all!

Fingers crossed that this collection helped you find the right free business plan Powerpoint tutorial for your needs. With their modern design and fully editable content, you are on the way to success for sure.

Would you like to browse even more freebies? Check out these suggestions:

The Best Minimalist Powerpoint Templates for Free Download

• Top Resume Powerpoint Templates to Help You Stand Out
• The Best Free Infographic Templates in 2022 for Every Software

Premium: MultiSplash PowerPoint Templates

A professionally designed PowerPoint template with 77 slides for every type of presentation – report, marketing, educational, product introduction, plans, and more.

• 77 multipurpose presentation slides
• 120 Icons and illustrations included

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Iveta Pavlova

Iveta is a passionate writer at GraphicMama who has been writing for the brand ever since the blog was launched. She keeps her focus on inspiring people and giving insight on topics like graphic design, illustrations, education, business, marketing, and more.

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From Idea to Investment: How to Make a Business Plan Presentation

Renderforest Staff

26 Sep 2023

13 min read  

Companies that have solid business plans are 129% more likely to grow beyond the startup phase and develop into successful enterprises. 

Moreover, a business plan is the driving force that makes those with business ideas 260% more likely to actually take steps toward launching their ventures .

Why’s that?

We can call it a power of knowing what you’re doing . A good business overview presentation dispels ambiguity and defines a clear path towards success. 

A thorough introduction business plan is a well-oiled and highly organized machine behind the scenes that makes companies thrive and move forward regardless of the competition, changes in the economy, or other forces.

So, if you’re an aspiring individual looking to conquer the business world with your new idea and make investors believe in it, you need a business plan presentation.

This practical how-to guide will help you with that and provide you with top-notch business presentation examples to use as a ready-to-go template .

Business Plan Presentation: Goals and Applications Explained

A business idea presentation is a written, formal, and detailed document that outlines a company’s goals and objectives, strategies, financial projections, and operational plans for achieving success and sustainability.

• The key reason why you need a business plan slide deck is to attract external investors and raise capital for your project . With most early-stage companies striving with the shortage of financial resources, this task is critical for your startup’s survival and success. 
• The secondary objective of the business plan presentation is keeping your internal team focused, motivated, and on track . The plan ensures everyone involved in the project has an understanding of where they’re heading and what the company’s goals are.

Focusing more on the first goal, you should clearly understand that potential investors will first evaluate your business plan’s real chances of generating a return on their investment. So, your first task is to have a presentation plan that shows how you’re going to achieve profit. First things first, you’ll want to have a catchy brand name, and for that, you can use the AI business name generator .

Among other factors that can motivate investors to approve your project , some are critical. 

• You need to be detailed and clear . Investors tend to engage in projects in the industry that are well-familiar to them or explained to them in great detail. They also need to see a logical flow of action items you plan to implement to reach the desired goal.
• Your team should be reliable and professional . Investors put resources into teams they believe in. So ensure your team, their expertise, and clear priorities are represented and explained properly in the business overview slide. 
• Market validation evidence is needed . Investors need to see that the product you try to create is in demand. Given the current market trends and customer behavior, people need to have tangible proof that you are able to feed their needs with your product or service.
• A clear cost breakdown is a must . Your potential investors need to understand what costs are necessary and how much is allocated for each part of the project. Pay close attention to this part, and be realistic with the expenses and estimations. 

Well, you guessed it. Regardless of which business plan presentation template you choose, your presentation should translate your ideas into convincing facts, plans, and actions for the investors to see. 

Consider This While Creating a Business Plan Presentation

You can have a sea of business presentation ideas, but a typical audience’s attention span is 7 minutes . Well, 10 minutes at most if you have a super-engaging presentation or talk like Steve Jobs used to reveal Apple’s new products. 

Based on the short time frame you have, Guy Kawasaki introduced a 10/20/30 rule – a must-follow answer to your “how to make a business plan presentation” question. 

• Have up to 1 0 business plan slides .
• Structure your business model presentation to fit a 20-minute timeframe at most.
• Choose a font size no smaller than 30 . It is better to focus on easy-to-read and professional-looking fonts like Helvetica or Garamond.

Choose a Business Project Plan Presentation Template from Renderforest!

Eliminate the need to spend time creating a business plan presentation from scratch. With Renderforest’s online template library, you can choose any ready-to-go business plan slides template that’s designed with all the key features, creative elements, and professional approach. 

Choose anything from creative, modern, and sleek presentations to minimal or flat designs. Customize in a few clicks to have a personalized, unique presentation. 

Here are the key principles you should keep with your business plan presentation.

Have Clear Objectives

There are different company presentation examples based on the specific objective you chase with your business overview. You may ( and ideally should ) have one core business plan presentation, including all the key sections and details and a few different versions of it based on the key audiences and places you’re going to present it.

Let’s make it clear. 

Say you have a meeting with investors on Monday, another one with your marketing team on Tuesday, and you’re also invited as a speaker to the business event on Saturday. Each of these events has different audiences you need to captivate. And even though the primary idea you want to get across doesn’t change, you need to adapt your visual business plan for each audience. 

• For investors , you should have a thorough business plan presentation outline with a strong emphasis on the financials part. 
• For your marketing team , focus more on the strategic part and ideas for brand recognition you plan to implement. Here, more concentration is needed on motivating the team and having a clear breakdown of responsibilities.
• Finally, for a business event , it’s better to remove some sensitive business plan slides like finance, risks, etc., and replace them with more general and inspiring slides about your company’s vision and story. 

It may take you a few minutes to create a slightly modified version of your presentation, but the audience you’re addressing will appreciate it. 

Try to appear with an adjusted presentation for each audience and place. 

Keep It Clear and Concise

We should probably apologize for overusing the words “clear and concise,” but that’s what really working business slideshow examples are about. 

So, we can’t stress this enough: be as brief as possible. Remember, an overloaded business plan presentation is your no-go area!

• Choose 1, max two font styles, and ensure they go well together.
• Pick colors that form a good contrast together, avoiding too many bright shadows.
• Ensure your business plan slideshow has a healthy portion of negative space.
• Have as much text per page as can be read and digested by the audience without rushing.
• Keep a healthy balance between visuals and text.

The template below is a brilliant business presentation example, considering all the above tips. 

Maintain Visual Consistency

A cohesive, professional, and unified structure across all slides is essential . This means every slide in your business plan presentation should follow the same layout and design principles.

Colors, fonts, graphics, background, and buttons – all should follow the same rules . This will create a holistic, consistent experience for your audience while conveying your message clearly. 

In some cases, certain slides can have different colors than others, but they should all have the same general look. When you look at your business plan presentation, there should be a feeling of congruence across all slides. 

Otherwise, you risk leaving an unorganized, messy impression. 

Template Packs Are Your Best Friends for Creating Visual Consistency

What are business plan slide template packs from Renderforest, and why are they the best solution for a consistent look?

Packs are a collection of different slides – intro, overview, summary, budget, team, mission & vision, etc. that are all designed to work together . No matter which ~10 sample business plan presentations you will choose from them, the final result will be a unified look.

See how our Startup Pitch Deck pack slides go together. 

11 Cornerstones: Business Plan Slides to Include in Your Next Pitch

Well, by now, you should’ve grasped the fundamentals of how to do company presentations. And when you know the theory, it’s time to move on to the practical part – the actual slides you should include in your business plan presentation. 

The good news is you don’t need even a hint of design talent to have a striking business growth plan presentation. With Renderforest’s ready-to-use business plan presentation ideas, your manual work is limited to small editing with drag & drop options.

We’ve collected the key business plan presentation examples for you to grab and go.

Just scroll down to pick one!

Recommended Reading

• Elevate Your Pitch | Marketing Presentation Templates That Convert!
• The Art of Consulting Presentations: Boosting Impact with Renderforest Templates
• 10 Business Presentation Examples | Say Goodbye to PowerPoint!

The Title Slide

Hello, it’s me!

The title slide is the very first impression your audience will get from your business plan presentation. That’s why it should be catchy, intriguing, and not too overloaded with information.

Keep in mind – the title slide of your business plan doesn’t have to include all the text; a few headlines or statements can be enough to captivate the audience.

The best business plan presentation tips say the title slide should include all or some of the following.

• Company/product name
• Presenter’s name
• Short motto or statement
• Catchy photo

Executive Summary

Consolidate all the high-level insights of your presentation here – this is the part to grab the audience’s attention and get them interested in the details.

The goal of an executive summary is to raise interest without revealing too much or giving away all your secrets. 

You should be concise and clear here, focus on the top priorities that make you stand out from the competition, and share insights about what has been achieved and what business goals are ahead.

You can also share a few success stories from your industry or your own company, show how your current strategies have worked well in the past, and use them as an example to move forward. 

Statistics, facts, numbers – these are all great attention grabbers. 

Business Problem and Your Solution

The most successful businesses effectively solve the existing problems which don’t have successful solutions yet. So it’s no surprise a problem & solution is your business plan pitch presentation’s fundamental block.

Describe the issue you’re solving, explain why it’s a major problem ( backed up by relevant statistics ), and show how your product or service can overcome the difficulty.

Include visuals – images, infographics, graphs, and diagrams to emphasize on the issue. You can also highlight customer reviews or success stories to further illustrate the issue. 

Depending on how convincing you are at this stage, you can make or break the whole pitch. 

Your Value Propositions

So, what’s all the buzz about you? It’s time to showcase the unique features of your business and what makes it stand out from the competition. 

Value propositions are the distinguishing features of your product/service that should differentiate you from others in the market.

You can discuss such elements as quality, price, usability, support services, customization opportunities, and other factors of your provided solution that make you better than anyone else and what should drive people to choose you. 

Value propositions can be presented in the form of competitive advantages, service catalogs, benefits, or a simple list of features. 

The golden rule here is to avoid generic phrases and be as specific as possible. 

Market Analysis, a.k.a. Industry Overview

Investors will trust you if you prove you know the field you’re in. Knowing what you and your team are ready to do and knowing what the industry demands or how it works – are two different things. 

So, however deep is your approach to presenting your company’s value propositions, be twice as deep and detailed when it comes to market analysis or industry overview part. 

Explain the size of the market, its development over time, and the competitive landscape. Provide a full list of competitors, their strengths & weaknesses you should consider.

A good practice is to add trends & drivers in your industry – different components that shape the current state of affairs and will impact your future decision-making.

We highly recommend you proceed with your own research here, as publicly available stats ( though very useful ) don’t completely reveal your initiative and dedication to the project.

Even a small survey with your target audience or a focus group can be a great asset for your business ideas presentation. 

Go-to-Market Strategy

Reaching the paramount section – market strategy. When presenting a business plan to investors, that’s your chance to explain what business tactics you’ve chosen and why they are likely to work well.

For this part, you should outline the strategies, tactics, and approaches that will be used to acquire customers. Mention channels you’ll use for customer acquisition (SEO, PPC, social media campaigns, etc.) and their advantages and disadvantages in different markets. 

Talk about pricing models – how will you charge users for different plans/packages, and how are they tailored to attract customers from different market segments? 

Timeline format is one of the best practices when it comes to business plans for presentations . Picture your planned activities in chronological order, with estimated timelines to accomplish tasks. You can also include milestones in the timeline – significant events that will determine the success and development of your business.

Financial Projections

You also need a detailed accounting business plan presentation, where you show a thorough picture of how your company will be making money. 

To make it work, you need to provide a realistic estimate about the amount of money that could be brought in from different areas: sales, investments, grants, etc., and then calculate expenses – salaries for key personnel, office rent & utilities, travel costs.

Try to think outside the box when it comes to financial projections. Include the cost of any external services required, such as virtual assistants, accounting personnel, or marketing campaigns that will be necessary. 

Financial projections are the part where most startups fail because while many know how to scale their business, few can predict future expenses. If you don’t have a proper financial education to carry out this step, consider consulting an experienced financial analyst or accountant. 

Risks and Mitigations

Your business decisions have potential outcomes depending both on external and internal factors. Predicting those outcomes and including them in the business plan presentation for potential investors is called risk assessment or risk analysis – a crucial element without which your business plan presentation can’t be complete. 

The risk assessment part should include an overview of the potential risks, your reserve plan to mitigate them, and the steps you will take for each risk.

Usually, businesses analyze external ( economic, political, and technological ) risks that are beyond their control and internal ( operational, legal, financial ) risks that can be managed and controlled. 

It’s also common to calculate your business’s debt-to-equity ratio as a common financial risk evaluation tool . As debt is a potential risk for your company, and equity is your main resource to cover it, this ratio helps investors measure the financial stability of your business. 

Competitive Landscape 

Where do you stand in the competitive landscape? Here, you need to provide a full list of your competitors, their strengths & weaknesses. 

Besides that, it’s important to explain how you’re different from them and what makes you unique – this is where your value propositions come into play. Show investors how your solution can solve a problem better than others through compelling evidence or experiences related to previous cases. 

The two common ways to include competitor information in your business presentation outline are SWOT analysis and competitor analysis framework . 

In the SWOT analysis, you should talk about the strengths, weaknesses, opportunities, and threats your company has and how it compares to your competitors. 

The competitor analysis framework requires you to compare, evaluate, and rank each of the different business strategies they are using against yours. By doing this, you can identify potential areas and opportunities for improvement in the future. 

Team Overview

When presenting a business plan, don’t forget to honor the people who help you build your business. Investors care about who is on the team and how capable they are of performing their tasks, so it’s important to introduce them in an appropriate way. 

If you’re a small startup, list all key personnel – founders, CMOs, CFOs, etc., and talk briefly about their experience & achievements. Describe the combination of skill sets that makes your team unique and provide evidence to support it. 

If you’re a larger organization, focus on introducing key executives. Show investors how each person is important to successfully make decisions, drive business growth, or innovate in their areas of expertise. 

Also, mention if you have any experienced mentors, advisors, or board members who can help you move your business forward.

Conclusion and Call to Action

If you ask how to present a business plan that leaves a lasting impression, your conclusion and call to action are the key. Basically, you need to explain what will put everything together and leave investors with an overwhelming sense of enthusiasm. 

Summarize your main points and emphasize how all the previous parts create a powerful vision for potential success. Show them why it’s the right time to invest in your business and how they will get a return on their investment.

Finally, explain what you need from them – investments in cash or resources, board memberships, mentorship, etc., and give clear instructions on what investors should do next. 

Tips to Create an Ideal Business Plan Presentation with Renderforest

It’s time to create your new business presentation, and it’s easier than you may think with Renderforest. 

Follow the below quick steps to create the actual presentation of a business plan to your potential investors to secure funding.

Step 1. Choose a Business Plan Presentation Template

Head to our library of business plan presentations to find anything from financial and marketing to startup pitch decks, and choose the one that fits your business best. 

Each business plan presentation pack has a different number of scenes. You can check out which ones have enough slides to include all the important information and pick the best one. 

We recommend picking all your scenes from the same example business presentation pack, as each one differs in design and style, and keeping consistency can be tricky when mixing different packs.

Click on the pack you like the most, and choose “ Create .” All the scenes available in the pack will be accessible to reorder, add, or remove as many business slide examples as you need. 

Step 2. Customize the Slides to Match Your Corporate Branding

Though every business plan slide in Renderforest comes in a neatly organized, professional design, you can still make it fit your corporate branding. 

There are many editing options to make each slide look unique – change colors, font styles & sizes, and add your own images, icons, or GIFs. Make sure that design elements like backgrounds, shapes, or color schemes are all in line with your brand identity to show you mean business. 

Step 3. Download It in Your Preferred Format

Done? Ready to present a business plan? Get the high-quality version of your business plan presentation in different formats, all adjusted to different devices you may use to present. 

Renderforest business plan presentation is all yours – download it in JPG or PDF formats, or share a public link with your potential investors. 

You can be confident about the output quality, as Renderforest has both 4k and HD resolution versions of your presentation slides.

The Bottom Line

Now, the question “how to start a business plan presentation” shouldn’t scare you with too many tasks to do. 

The design part is handled by Renderforest with professionally chosen color and font combinations to fit the industry and purpose.

The tasks left to you are to input all the important information in slides and make sure all your branding elements are present and ready to download.

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Download the Guide to Making Great Presentations (Free eBook)

Also, be sure to grab a copy of the perfect complement to this tutorial. Our free eBook:  The Complete Guide to Making Great Presentations will help you master the presentation process. You'll learn everything from coming up with the initial idea through to writing, design, and delivering with impact. 

Now let's learn step by step how to make a great business plan PowerPoint presentation.

The Best Source For Unlimited Business Plan PowerPoint Templates

If you want to learn how to make a business plan PPT, the secret is this: start with a template . You'll be amazed by how much work is already done for you. 

One way of working in PowerPoint is to draw everything from scratch. Then add your content and revise it until it's usable. But this takes too long.

Instead, source business plan templates for PowerPoint from Envato Elements. This saves you design work and lets you re-focus on planning and running your business.

Even better, Envato Elements is an "all-you-can-download" service. You can source unlimited PowerPoint business plan templates and so much more—all for a single, flat-rate cost. Learning how to make a PowerPoint presentation is so easy with templates.

If you're wondering how to make business plan PPTs like the professionals, don't forget the design extras like stock photos, graphics, and more. Those are included as part of your subscription to Envato Elements .

If you're an early-stage business and want to learn how to launch, check out the tutorial below. It focuses on pitch decks, which help you garner support for your new business:

5 Top Business Plan Templates for PowerPoint on Envato Elements

With Envato Elements, just fill in the placeholders to complete your PowerPoint business plan. Open the business plan template. Add your content. And you're ready to share your business plan.

Here are five of the best PowerPoint business plan designs on Envato Elements to help you create your business plan presentation:

1. Business Plan PowerPoint Template

The success of a business plan presentation often hinges on the professionalism of the slide. This template is sure to hit the mark with well-designed slides. 

If you're learning how to make a business plan presentation, a template like this is the best possible investment. Thanks to the included slides you'll easily make your presentation.

2. Business Plan PowerPoint

The clean and minimal designs in this template cut straight to the chase. Your business model takes center stage with the help of this template. 

One of my favorite features in this business plan for PowerPoint is the infographics and charts. They show data and financial plans for your business that show your objectives.

3. Business Plan 3.0 PowerPoint Template

You're staring at a blank screen, wondering " how do I prepare a business plan in PPT? " You've got a big idea, but you need help launching it and don't know what to include. 

The answer is a great business plan template for PowerPoint like this one. It already has all the slide designs you need so you won't be left guessing what to include.

4. Business Plan PowerPoint Presentation

Making a business plan presentation is easier when you start with a template. This one is the perfect example with plenty of business-centric slide designs. It features free icons, engaging animations, and a wide variety of layouts that work for any business concept.

5. Business Plan Multipurpose PowerPoint

Modern and minimal slides make this template a great choice. Custom image placeholders are just waiting for illustrations to show your business plan in action. With 30 unique slide designs and five color schemes, there's no shortage of slide designs.

How to Quickly Make Great  Business Plan Presentations With PowerPoint PPT Templates (Video)

Are you ready to start learning how to quickly make business plan PowerPoint presentations?  Watch this quick video to find out what you need to know to use PowerPoint templates to create effective presentations quickly:

For even more tips on how to make a business plan PPT, study the rest of the written tutorial below.

How to Make a Business Plan PowerPoint Presentation With an Elements Template

Are you wondering how to make a business plan with PPT? So far, you've seen top business plan PowerPoint templates that you can use for your presentation.

But you might  still  be wondering: how do you use those templates to create your own business plan? If these slides are already populated, how do you customize them?

Now, let's learn how to make a business plan PPT with the help of an Envato Elements business plan template . You'll see that you don't trade off customizations when you start with a template.

1. Choose a Template

Luckily, choosing a template is the hardest part of this process. And it's only challenging because Envato Elements has such an extensive library of business plan templates!

In this section, I'm going to customize the Business Plan 3.0 PowerPoint  presentation. It's got over 40 unique slide designs that are perfect for building a business proposal.

Don't forget: Envato Elements has an incredibly deep library of business plan templates. You don't learn how to make a business plan PPT on your own when you use a template.

2. Open the Template

Once you download your template, open it up. It comes packaged as a zip file that you can double click to open. Then, open the  PPTX  folder. Choose from the animated or non-animated versions, depending on your preferences. 

For my example, I'll use the animated version.

3. Select the Slides to Use

As you work with business plan PPT templates, you'll find that they include a ton of slide designs. They usually include far more slide layouts than you'll need. That's not a problem because it helps to have more options. Skip the designs you don't need.

Open the PowerPoint template and select the slides you need. Drag and drop the slides you'll use to the front of the presentation. On the left side of PowerPoint, click and drag the slide thumbnails into proper sequence.

Spend some time thinking about what slides are most crucial to  your  business plan. Then, drag-and-drop the slides to the top of the deck.

4. Customize Your Slides - Part I

Remember: slide templates are a starting point. They need to be customized with your content to represent  your  business idea. That's easy to do.

Let's walk through customizing a slide. I'm going to work with  slide 37  in the original template. It's a simple team slide that would work perfectly in any business plan.

Most slides are customizable in just a few steps. In this example, here's what I'll change:

• Team images . Click on the photo icon, then browse to your team's photos to add them to the slide.
• Update text . Type over the placeholders with your team's names and titles.
• Slim the slide . Finally, I'll remove the text boxes below each of my team members. Those are better handled as speaking points instead of flooding the slide with too much text.

5. Customize Your Slides - Part II

As you learn how to make a business plan presentation, it may help to see multiple slides customized. Let's work with a second slide from our business plan PowerPoint.

On slide 24, you've got a flexible project status infographic. As you're launching your business, it's important to keep track of your objectives. With the help of a project slide like this one, you can show how key projects are progressing.

Again, this slide is customizable. Here are just some of the steps you can take to customize it:

• Update the headline . Make sure that you update the title to match your business and project.
• Adjust the progress bars . The gradient (blue-green) boxes represent each project stage. Click and drag them to show the percent completion.
• Add your project milestones . Tiny text placeholders are too hard to read. Increase the size and add simple project sections.

This is just one example of customizing a PowerPoint slide. Repeat this process for any other slides that you need to round out your business plan PowerPoint presentation. Learning how to make a business plan PPT is a matter of replacing placeholders.

6. Save and Print Your Finished Presentation

Once you've selected and customized your favorite slides, it's time to wrap up your business plan. 

First, save your presentation. Go to the  File > Save As  option to save a copy that's separate from the original template. Save your business plan for PowerPoint somewhere safe and accessible so that you can share it easily.

Use our guide below to help you print your PowerPoint business plan. Potential investors and employees might want a copy they can use to review your concept.

How to Customize a Pro Business Plan PowerPoint Template From GraphicRiver

With it's all you can download deal, Envato Elements has a fantastic offer. But if you don't expect to need other business plan templates in PowerPoint or other design assets Envato can still help. 

Get a single  PowerPoint business plan template  as a one-time purchase from GraphicRiver. You'll find the same professional layouts and ease of use.

1. Choose the Perfect Business PowerPoint Template

You could open PowerPoint. Throw a bunch of pictures and charts up every which way and call it a day. But if that's your plan, you might as well skip your business plan presentation altogether and accept defeat now.

The success of your business plan is riding on this presentation. Now isn't the time to lean on your own design skills.

With the help of PowerPoint presentation templates , quickly and easily create your own professional-looking presentation in a matter of minutes.

Are you unsure of where to start with so many templates to choose from? Look at some of the most popular business plan PowerPoint templates that business professionals and freelancers love and trust for closing deals:

2. Choose Your Favorite PowerPoint Presentation

After browsing and drooling over all the wonderful business PPT presentations, it’s time to choose one. Difficult step, I know!

Choose a template that's got plenty of options. That means choosing a business plan with plenty of layouts, as well as extras like icons. Also, be on the lookout for print friendly templates that are ready to share.

For this tutorial, I’ve selected this Modern Business Plan PowerPoint Presentation . This template has 50 slides and three custom color schemes for an unlimited number of combinations.

Here's a demonstration of this PowerPoint template's features:

The template also comes with lots of icons that you can use to draw attention to key points. And thanks to image placeholders, there's less to learn as you build your business plan in PowerPoint.

3. Set Up Your Template

After downloading a template, you’ll see that you've got a few options to choose from in the main folder before you edit your presentation.

First, decide the ratio of your presentation: 4:3 or 16:9. (Some templates also offer a third, printer-ready mode). It's all about maximizing the screen that you'll share your presentation on.

Check out our guide to choose the best PowerPoint size, every time:

For this tutorial, I’ll use the 16:9 ratio of the Modern Business Plan PowerPoint Presentation template .

Next, choose whether you want to open up the presentation in PPT or PPTX mode. This depends on the version of PowerPoint you’re using for your presentation.

If you’re using Microsoft Office version 2007 or later, use the PPTX file. If you’re using a Microsoft Office version that was released before 2007, you’ll want to use PPT. Creating and saving your presentation in PPTX allows for greater compatibility of your file with other programs and software. So, opt for that whenever possible.

Now, decide whether you want to create an animated or simple presentation. 

• If you choose NO Animation, new slides will appear on the screen immediately as soon as you press the Next arrow. 
• If you choose Animation, new slides will appear on the screen through some kind of animation. They may fade in and out or slide in from the side of the screen. Each element of the slide may even pop onto the screen one after the other.

Both versions look and act the same during the editing process of the presentation. Your choice depends on the aesthetics you’d like for your finished products. Since I enjoy animated presentations, I’m going with that version.

Finally, choose your favorite color template. Launch it, and we’re ready to start editing!

4. “Save As” Your Presentation!

It may seem weird to start saving when we haven’t created anything in our presentation.

It's not so weird when you understand the two things we’re trying to avoid:

• We don’t want you to accidentally overwrite your template file with this specific presentation.
• We don’t want you to lose the work due to an unexpected program freeze or any other technical hiccup.

So, after opening your template is to click on File in your horizontal menu bar. Then click Save As…

Give your file the desired name and save it to the appropriate location on your computer.

Note : If you don’t already do so, get into the habit of hitting Ctrl + S (or Command + S , if you’re working on a Mac) every now and again. This will save the latest changes you've made to your presentation.

5. General Editing and Options

In the center of your screen, you've got the first slide of your presentation. In the left you can see a vertical menu containing all the different slides of your presentation. And in the top of your screen you see various horizontal menu bars and options that'll help you edit your presentation.

The great thing about making a PowerPoint presentation from a template is that everything you see on a slide is editable. That means you can make your presentation look exactly like you want it to.

Let’s start with the text elements in this step and move on to the graphic and visual ones in the following step.

Double-click on the title of your first slide to change the words “Our Business Plan” to the name of your presentation. Do the same for the subtitle and all other textual elements on the first slide to add your details.

When you’re happy with the information on the first slide, go over to the menu on the left and click on the second slide. Double-click on any piece of writing or numbers on the slide to edit, just like before. Change the wording to fit your presentation or delete a piece of text entirely if it doesn’t suit your purposes.

Want to add a new line of text where currently no text appears? Click once on the edge of the slide’s grey background to deselect any item you may currently have selected with your mouse. (You should see no editing boxes anywhere on the slide when all items are deselected.) Then insert a text box where you want the new text to appear and begin typing, as in the image below.

Using the top menu of your software, edit any new or existing piece of text to the size, font, color, and look you like. The options are countless!

In the same way, change, add, or delete any textual elements on any of your presentation slides. You can even change text that doesn’t run horizontally on your screen. For example, the word “Renew” in slide 4 of our Modern Business Plan PowerPoint Presentation.

Double-click it and type to edit.

6. Images, Graphics, and Other Elements

Knowing how to make a PowerPoint presentation say exactly what you want it to say is only half the work. The other half is making it show exactly what you want to show. Which is just as easy!

You can edit, change, or delete any icon, picture (or picture placeholder), and graphic element you see on your template.

Let’s start with pictures. The little images with a yellow sun shining over green mountains that you see in the screenshot below and which appear scattered throughout your template mark the location of picture placeholders.   

Think of these picture placeholders as ghost pictures. They’re holding the space that your actual picture will occupy once you insert it into your presentation.

When you click on the picture-placeholder icon a dialog box will appear on your screen. Select the picture you want to use from your computer. Or, you can also drag a picture from your computer over to the picture placeholder to add it on.

The best thing about picture placeholders? No matter how large your image is, it'll be automatically resized to fit the area occupied by the placeholder. Look how different my picture looks when I add it to slide 1 of the template.

And when I add it to slide 8 of the template.

Same picture, same process, same template. Both additions took two seconds of my time. And I haven't had to make any changes to my picture. Magic!

A good PowerPoint template doesn’t just allow you to add pictures to your presentation. It also has places for icons.

Pictures are the full-colored photographs or images you can add to a presentation. Icons are simpler graphic elements that help enhance the main points of your presentation through visual representation.

To change an icon in your PowerPoint presentation, click on it once to select it. Then right-click (or click down with two fingers on a Mac trackpad) to bring up the Options menu.

Choose the Change Picture option. When the dialog box opens, find your saved template folder. Choose the icons subfolder, select your desired icon, and click Insert.

Resize, reshape, and recolor all png icons in any way you like using the right-hand side and top menu bars of your program.

Finally, let’s talk about other visual elements of your presentation, such as graphs.

Our template already contains some graphs in it. Like all other elements, these are fully editable. To change a graph, click on the specific element you want to change and drag it to a new position. Change its color or resize it to fit your data.

Notice how in the example below I’ve changed the size and color of both the red and light blue lines in the chart of Slide 6 of our presentation template.

7. Add or Delete Slides

Each business PowerPoint presentation is as different as the entrepreneur or freelancer creating it. Besides changing the text and visual elements of each slide, you may also want to delete entire slides of the template or add new ones.

To delete a slide, select it from the left-hand side menu. Double-click (or click down with two fingers on a Mac trackpad) for the Options menu. Select Delete Slide .

As you can see in the image above, the option above Delete Slide says Duplicate Slide . If you want two slides with the same layout in your presentation, click that option. A new, duplicate slide will be added right after the original one.

The Options menu also gives you the choice to add a New Slide , which will be added right after the slide you’ve clicked on. The Duplicate Slide option will add a new slide to your presentation with the same layout as the one you’re currently on. The New Slide option will add a new, empty slide to your presentation for you to style as you wish.

There’s also a second way of adding new slides that you should know.

Select the place in your presentation where you want the new slide to be added. (Note: new slides are always added after the slide in your current selection.) Click the Insert option from your main horizontal menu bar. The first picture option you see beneath it says New Slide . 

If you click on the picture, you’ll get an empty new slide. But if you click on the little arrow to the right of the picture, a menu of template slides will open up for you to choose from.

8. Reorder Your Presentation

The great thing about using a template to create your PowerPoint presentation is that the template acts as a guide to the structure of your presentation. The slides come already ordered in a logical sequence that'll help you present your plan or proposal in a convincing manner.

But that doesn’t mean you can’t make changes to the order of your slides. Reorder the slides in your presentation in any way that suits you and your purposes.

To change the order of your slides, click on a slide in the left-hand side menu to select it. Then click-and-hold your desired slide and drag it to its new position.

9. Add Transitions

Remember that at the beginning of this tutorial I told you I would choose the animated version of the tutorial? Well, you can change even the animation of our business plan presentation to fit your taste.

Click on any slide in your presentation. Then click on Transitions in the main horizontal menu bar of your software. The slide I’ve selected in the image below has a transition called Fly Through . But as you can see in the area I’ve highlighted in red below, you can choose to change that transitions.

You can also change the duration of the transition and even add a sound if you so wish. Keep in mind though, a light touch goes a long way with transition animations. 

10. Play Your Presentation

After all the clicks and changes it’s finally time to view the masterpiece you’ve created in real time! Always play your presentation before presenting it to your clients or prospects. Check to make sure that everything flows nicely and makes sense.

The last thing you want is a small transition hiccup or other minor detail to undermine the work you’ve put into creating an awesome presentation.

Go to the beginning of your PowerPoint presentation, choose Slide Show in the main horizontal menu bar. Then click the first option below that, Play from Start . Sit back and enjoy!

Find the Ideal PowerPoint Presentation Template for You

In this article, you've seen two outstanding choices for business plan templates for PowerPoint. It's true that both Elements and GraphicRiver both offer professionally designed templates. So, which one should you choose? And what are the key benefits of each marketplace?

1. Key Benefits of Envato Elements

One subscription, unlimited downloads. Every month, more creatives subscribe to Envato Elements to give themselves a major design advantage. 

With Elements, the unlimited business plan PowerPoint templates are just a start. The value really starts to show when you consider all the included stock photos and graphics.  It's an unbeatable offer.

2. Key Benefits of GraphicRiver (and Envato Market)

GraphicRiver is a fantastic marketplace for purchasing single-use assets like business plan PPT templates. It's a part of the Envato Market network that includes every type of digital asset you might need.

When you know what you need and want to start fast, jump over to GraphicRiver. Buy a single business plan PPT, open it, and add your details to build your plan. Here are the  best PowerPoint templates that are currently trending on GraphicRiver :

Your Choice (What’s Right for You?)

If you're an entrepreneur who always has fresh ideas, then you'll need business plan PPT templates to match. With the help of Envato Elements, you can download all the resources you need. This maximizes your value and keeps costs low.  Sign up for Envato Elements now .

Or, if you know exactly what you need and only want a single business plan for PPT , jump to GraphicRiver. You can download a business plan for PPT and start your design quickly.

Learn More About Making Great PowerPoint Presentations

With the help of templates, you've learned how to prepare a business plan for PPT. But, there's always more to learn when you use powerful apps like Microsoft PowerPoint.

To keep learning how to prepare a business plan for PPT, check out our resource, How to Use PowerPoint (Ultimate Tutorial Guide.)   Check out these beginner templates to kickstart your learning:

Download Our (Free) eBook on Making Great Presentations 

We've got the perfect complement to this tutorial. It'll help you learn how to write, design, and deliver great presentations—deconstructing the entire process.

Grab  The Complete Guide to Making Great Presentations  now for FREE with a subscription to the Tuts+ Business Newsletter. Get your ideas formed into a powerful presentation that'll move your audience. 

Design Your Business Plan for PowerPoint Today

In this tutorial, you learned how to prepare a business plan for PPT. With the help of a template, you can drop your business idea into ready-made slides.

Don't forget: you skip learning how to make business plan for PPTs from scratch when you use templates. With the help of Elements, you can source unlimited business plan PPT downloads , plus stock photos, and more. On GraphicRiver , you can buy single PowerPoint business plan templates.

It's time to go design a business plan of your own. Use what you learned in this tutorial to build your business plan for PPT and launch your idea to success!

Editorial Note: This tutorial was originally published in November of 2015. It's been updated to include new information including a quick start video—with special assistance from Andrew Childress .

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Business Plan Presentation Template

Number of slides: 10

Business plans are the foundational documents for putting projects into motion, both internally and when proposing ideas to partner organizations. This documentation will help you outline your intention for providing or improving services and products in order to increase the overall efficiency of your business. Use tools such as the Competitor Analysis Slide, the Marketing Plan slide and the Financial Planning slide to accurately communicate your intentions to all relevant stakeholders.

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Free Business Plan Presentation Template

Competitor analysis slide.

Whenever you propose something, you must know if and how your competitors are implementing their own processes. If somebody else has pioneered a technology, look at their performance and see what you can learn from it.

Marketing Plan slide

If you plan to release a new service or product, you must definitely have a marketing strategy that goes along in order to create awareness of your new product. This is the only way to create exposure and make your business successful.

Financial Planning

There is no business plan without financial planning. This crucial aspect will determine the feasibility of your ideas. If you have the funding and it’s going toward smart investments, you have a green light to pursue your idea. Otherwise, back to the drawing board.

Justify your plan accordingly

How is your plan going to improve your organization’s efficiency?

Follow industry tendencies

Don’t be left behind when you see competitors pioneering successful services

Craft your plan for your business

Make sure your plan is in line with your business’ vision and values

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Business Plan Presentation Template

Deliver a compelling pitch with this professional business plan presentation template..

Your pitch presentation needs to be short and effective. So, we made a template that is worth a thousand words! Use graphics, stats, and figures to concisely communicate your business plan, a business report, or insights about the latest industry trends.

• Change colors, fonts and more to fit your branding
• Access free, built-in design assets or upload your own
• Visualize data with customizable charts and widgets
• Add animation, interactivity, audio, video and links
• Download in PDF, PPTX, MP4 and HTML5 format
• Share online with a link or embed on your website

Share your business ideas with this engaging presentation, or explore Visme’s library of presentation templates for more inspiration.

Edit this template with our  Presentation Software

Template Specifications

9 Slides, 1366 x 768 pixels – 16:9 Aspect Ratio (HD Presentation Quality)

Customizable

This template can be fully customized. You can edit content, change image(s), apply custom colors, input your own fonts and logo, and more.

Download as a PDF to share with your recipient or generate a shareable link for online sharing.

Compatibility

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• presentations

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Marketing is all about communication, yes - but it's also about making the best possible impression on your target audience. What you're saying is important, but how you choose to say it is equally so. You can only make one first impression, so you'd better make it the best one that you can - and now, thanks to Visme's presentation templates, it's easier than ever to do precisely that.

Loaded with countless stunning, versatile and totally customizable presentation templates , Visme's presentation software makes it possible to design the engaging, creative collateral that you need without requiring years of design experience under your belt. Visme offers presentation templates for every conceivable industry that you're a part of, making sure that the tools are always available to guarantee that your audience will pay attention to your every word.

Our presentation templates are equal parts colorful, visual, vivid and attractive - but they're also easy to use and even easier to edit, as well. These presentation templates also come with a massive number of free stock images for you to use, guaranteeing that you'll always be able to broadcast your message in exactly the right way at exactly the right moment in your relationship with your audience.

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How to Create a Quality Business Plan Presentation

The Art of Perfect Pitch

• April 18, 2024

13 Min Read

Want to hook potential investors to your business idea? A compelling business plan presentation will do that for you!

Do you wish to create a business plan presentation that’s not only visually attractive but also contextually enriching and sound? Well, it takes a detailed understanding of the subject matter and little effort on your end to create a professional presentation for your investors.

Don’t fret. We are here to help you out with this blog post. It includes everything you need to know about business plan presentations and outlines an efficient way to create yours.

Ready to get started? Let’s dive right in.

What is a Business Plan Presentation?

A business plan presentation also known as a pitch deck is a concise yet detailed presentation of your business idea.

It explains your business objectives, concept, solution, target market, operations, and strategies through attractive visuals and bite-sized simplified concepts.

A great pitch deck successfully communicates your business plan and your purpose of presentation, whether it is to raise funds, demonstrate traction, or grow your network.

It is quite helpful when you want to familiarize people with your business idea without diving into extreme details.

Translating your promising business idea into a presentation is quite a challenge. However, is it worth the effort? Let’s take a look.

Benefits of having a Business Plan Presentation

Having an insightful professional pitch deck is an asset for your business. If you don’t believe it, here are a few benefits to change your mind.

1. Secure the funding

The most obvious benefit of having a pitch deck.

Investors want to know the viability and feasibility of your business idea to consider funding your business. A well-crafted pitch deck with a strategic layout will make it easier for you to prove the worthiness of your business idea.

2. Explain your business plan

No one has time to dive into your detailed business plan, at least initially. A quick presentation or an elevator pitch is what you need when you want to tell your audience about your business idea in a couple of minutes.

You can enhance your networking considerably by having a pitch deck that’s ready to be presented anytime.

3. Keep the audience engaged

It’s easy to keep the readers engaged in a presentation with its powerful visual components. After all, charts, graphs, and pictures are easier to decipher than complex blocks of text.

By adopting a storytelling approach, you can easily convey your business objectives and strategies without risking the attention of your readers.

4. Gather feedback

Presenting your business plan allows you to gather feedback from seasoned entrepreneurs and experienced investors. Such feedback helps you to identify potential gaps in your planning and refine the strategies accordingly.

Convinced now? Well, then let’s learn what a visionary business plan presentation should include.

What to include in your Business Plan Presentation?

Whether you create a presentation using an advanced tool like an AI pitch deck generator or Microsoft PowerPoint—here are 10 essential components to include in your business presentations.

1. Title slide

It is an introduction slide including basic business information such as name, logo, and tagline. Additionally, it must include the name of the presenter and contact details so that readers can reach out.

You can also consider adding an extremely crisp and short one-line summary of your business to show what your business does or aims to do. Remember, it has to be much more concise than your executive summary.

While the entire presentation needs to be visually appealing, the first slide plays an extremely crucial role in capturing and retaining the reader’s attention.

So make sure that you incorporate appropriate brand elements in a neat design and present your business in a strong light.

The most brilliant business idea is the one that solves some real-life problems. And if that’s not the case with your business, reconsider your idea.

This slide is your chance to put your storytelling skills to use. Weave a compelling narrative and talk about the problem your target market is facing. Make people relate to the problem even if they are not the ones facing such issues.

Here’s an example of how a home cleaning service provider would illustrate the problem:

3. Solution

After talking about the problems, it is now time to push forth your solution.

Introduce your products and services and explain how they will solve your target customers’ problems.

Highlight the competitive edge of your solution and illustrate how yours is a solution filling some unmet demand.

Instead of wordy long texts, translate your solution into easy-digestible text blocks and visuals.

Continuing our previous example, here is how you can add a solution to your pitch deck.

4. Market Analysis

Market analysis is quite extensive and you can take up to 2-3 slides to convey essential information.

Now, you can filter and decide what to include in your presentation. However, ensure that your market analysis includes details about the industry overview, target market analysis, and competitors analysis.

Industry Overview

In this slide, you will describe the state of the industry, its current market size, emerging trends, and the market share of your business.

Ensure that you collect data from highly authoritative sites like BLS and industry publications to increase the reliability of your research.

Present your data through visually enriching graphs and charts and prove the potential of your chosen marketplace to the readers.

Target Market Analysis

In this slide, you will tell the readers about your target market and what your potential customer looks like.

Introduce your target market and describe what your ideal customer looks like. Talk about their age, gender, income, problems, interests, and spending capacity in this slide.

The easiest way to do so is by creating a visual customer profile or a buyer’s persona of your ideal potential customer.

Here’s an example of a buyer persona for a cleaning services company:

Target Market

Age: 35 Occupation: Full-time professional Income: $90,000 annually Lifestyle: Suburban family Problems: Struggles to balance work, family, and house cleaning Goal: Minimize time on chores and maximize family time

Looking for easy-to-book and convenient high-quality cleaning services

Competitive Analysis

Readers want to know about the state of competition in your market and this slide is something they look forward to.

Include a SWOT analysis of your competitors or simply describe the competitive landscape for your business. Show your competitive advantage over the competitors in terms of pricing, product offerings, target market, and related business components.

Ensure that your slides explain all this information through flowcharts, diagrams, images, infographics, and crisp text blocks. The idea is to offer everything that your audience might need to make informed decisions.

5. Business Model and Pricing Strategy

This is one of the most important sections where you explain your business model to the audience.

Demonstrate how you would be making money with your business. This can be quite simple or complex depending on your service offerings, revenue model, and pricing strategies.

Use images and visuals to explain this section and charts to present your pricing plans.

For example, a cleaning services company can present its pricing plans as depicted in the image.

6. Traction

Any sort of evidence that supports your business idea can be used here to gain the confidence of investors.

This could be early recorded sales, a Kickstarter campaign, an MVP of your software, social proof, strategic partnership—literally anything that proves that your business is a success.

In case of an in-person presentation, you can show the practical demo of the product while presenting.

However, if you are going to send a presentation through email you have to find a way to attach proofs in the mail itself.

7. Sales And Marketing Strategies

In this slide, you will talk about your sales goals and methods to achieve those goals. Moreover, you will also talk about your strategies to market and brand your business.

Introduce different marketing streams and your marketing budget to reach your target audience. Instead of listing it all down, find a way to create self-explanatory visuals with minimum text.

Also, include details about your existing marketing strategy if any, and the results it is generating.

8. Operations Plan

Investors want to see the practical aspects of your business. They want to know if you have the skills and understanding essential for running a business.

Give them an insight into your day-to-day business operations. Explain your business processes. Demonstrate all the essential resources and equipment you need for your business.

Introduce the prospective investors to your team. Present your key personnel and management team on this slide. Describe their core competencies, key skills, and achievements through graphical representation.

Introducing your team shows the investors that you have the right people to drive the business on a successful path.

10. Financial Plan And Projections

This is again the most important section, especially, if you are presenting in front of investors.

Instead of adding your detailed financial plans here, just add important figures and highlights.

This could include details about your ROI, sales projections, revenue milestones, cash flow, and aspects that offer an overview of your business’s financial health.

Newly founded startups can show financial projections and back them with claims and proof. The idea is to excite the investors about your business by offering adequate financial information.

Learn more: Create a financial plan for your startup business

11. Funds Being Raised

Ensure that your pitch deck offers concrete information about the funding you need for your business.

Instead of offering one fixed amount, give a range of options and show what you can do with different amounts. Explain core areas where your funding will go. Do you require funding for marketing, diversification, staffing, expansion, or product development?

Also talk about the returns investors can expect on their investment and back those figures with calculative predictions.

With that, end your pitch deck with a call to action to drive necessary action from readers.

And those are all the sections a business plan presentation must include. Let us now explore some tips before you kickstart making your own presentation.

Tips to Create a Winning Business Plan Presentation

Translating your idea into a presentation gets much easier if you stick to these handy tips:

1. Use online resources

It’s a huge struggle trying to structurally and contextually fit your ideas into a 10-slide deck. Instead, get yourself a subscription to a pitch deck generator to create stunning pitch decks.

However, if you don’t want to spend a penny, you can use a free PowerPoint template as well.

2. Know your audience

Before you start, know the purpose of your presentation and your target audience. This will help you identify information that is actually essential for your audience, thereby making your pitch decks more nuanced and specific.

3. Focus on clear writing

Explain your complex business ideas crisply and concisely in a simple easy-to-understand language.

You can use AI tools like ChatGPT, Jasper, QuillBot, and Writesonic to translate your ideas into words. However, such tools may lack a contextual understanding of business planning.

Instead, use tools like Upmetrics that specialize in business planning and offer advanced AI assistance to write pitch decks and business plans.

4. Recheck your Fonts

Choose simple and clean fonts to design your presentation. Avoid using too many different fonts as well.

Helvetica, Calibri, Arial, and Gill Sans are among the popular fonts for presentation. They are pleasing to the eye and make content scannable.

Set the font size to at least 30 points. Fonts smaller than that will look messy on the slide.

5. Balance the Visual Elements

Adding visual elements to your PPT templates and business presentations increases the audience’s ability to grasp your business concept.

However, too many visual elements without a purpose will create clutter. Know the difference between clutter and sophistication and remember that presentation needs to reflect your business idea in the best possible light.

6. End with a CTA

Don’t leave the reader hanging midway. Guide them with a CTA telling them exactly what you want them to do.

Add contact details and a link or document to a detailed business plan. This will help investors to connect and discuss further opportunities with you.

How to Pitch to Investors?

Now that you have learned the fundamentals of creating a compelling business plan presentation, it’s time to present it to your potential investors.

Here are a few things to bear in mind while delivering your presentation.

1. Tell a Story

When you practice your presentation, ensure that there is a narrative binding everything together.

This can perhaps be the most difficult task. However, you must find a hook to keep the readers engaged.

Now, figures and brilliant ideas can overpower your narration if you don’t have a simple, humane story at the core. So take your time, practice the pitch, and find ways to engage your readers with a compelling story.

2. Practice Your Pitch

A little extension of what we said earlier.

Making a presentation and presenting a presentation are completely different things. While you already know how to make a presentation, learn how to pitch to investors to be able to attract funding for your business.

Now, you might not be a great presenter. However, a little practice can fix everything.

Know what you are going to say on each slide, make notes of it, and practice it several times till you get it right.

Practice even when you get comfortable explaining the contents of your pitch deck. This will help you polish your presentation skills.

Record yourself and look out for minor details to refine your presentation delivery. Reviewing yourself critically might be great for your presentation.

3. Get Realistic

Even after presenting a hundred pitch decks, your presentations may go off-route. You can never predict or control the exact environment of a new investor pitch. Be ready for untimely interruptions, unplanned questions, and glitches.

Understand your business idea thoroughly to get realistic and comfortable with uncertainty in the presentation. Create a checklist from an investor’s perspective and see if your presentation has every detail one needs before investing.

And there you have it. Now, let’s make you a stunning pitch deck to get your funding.

Create your Business Plan Presentation with Upmetrics

Looking for the most effective way of creating a business plan presentation?

There you go. Use Upmetrics AI pitch deck generator to create your pitch decks in less than an hour. This tool offers a strategically designed pitch deck template that includes all the sections essential for a presentation.

All you need to do is answer the questions, use inbuilt AI assistance to write the content and see your pitch deck coming together. It’s as simple as that.

Prepare Your Pitch Decks in Less Than an Hour with Our

AI Pitch Deck Generator

Plans starting from $7/month

Frequently Asked Questions

How to create a business plan presentation.

There are different ways to create a business plan presentation. While you can use PowerPoint templates to design your presentation, you can also consider using an AI pitch deck generator to create strategically sound pitch decks for your investors.

Whatever you choose, ensure that your presentation is visually and contextually rich and caters to your specific audience.

What is the best format to present a business plan?

While there is no strict rule regarding how to structure your pitch deck, following this structure can help you establish a linear flow.

• Summary/ Title
• Problem and the solution
• Market analysis
• Revenue model
• Sales and marketing strategies
• Operations plan
• Management team
• Funding requirement

What is the 10-20-30 rule?

Guy Kawasaki’s 10-20-30 rule stands for a 10-slide presentation to be delivered within 20 minutes with a font size no smaller than 30 points. This rule is quite helpful in making your pitch decks memorable and compelling.

What is the best AI pitch deck generator?

Upmetrics, Pitch Bob, Beemer Docs, and Beautiful AI are some of the best AI pitch pitch deck generators available online. However, Upmetrics , however, is the best choice given its advanced AI business planning functionalities for a cost-effective price point. It’s extremely easy to use and requires no steep learning.

Cannot think of what to write? This business plan course will indeed be a great help.

How to make your business presentation stand out?

Here are a few tips that can help you prepare and deliver an exceptional business presentation:

• Know your audience
• Engage in storytelling
• Keep it visual rather than textual
• Practice your presentation
• Add essential business plan components

About the Author

Upmetrics Team

Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more

Reach Your Goals with Accurate Planning

How to Develop a Killer Business Plan Presentation [with Template]

Written by Dave Lavinsky

On This Page:

What is a Business Plan Presentation?

How to create a business plan presentation, free business plan presentation templates to download, when should you create a business plan presentation, business plan presentation mistakes to avoid [& how to do it right].

Before they meet you to discuss the possibility of funding you, investors will frequently want to read your business plan or at least your executive summary . If they like what they see, then you’ll have to present your business plan/concept to them.

You will use your written business plan to create a presentation or pitch deck to show your audience, which may include potential business partners, angel investors, venture capitalists, lenders and others. Whether you are starting a new business or growing an existing venture, if you need to raise funding, you need to nail this presentation!  

A business plan presentation is a summary of your business idea which highlights the company’s purpose, business model, funding requirements, development status, and other business essentials.

A presentation template typically includes the following:

• Product and/or Service Demo
• Business Model
• Competition
• Go-To-Market Strategy and Marketing Plan
• Financial Projections
• Funds Being Raised

Investors want to know more about your business and how you’ll make them money before they invest their money in your company. Make sure you provide the necessary information in your presentation to meet their needs.

Most business plan presentations are in the form of a pitch deck, or slide deck, however, there are some options in terms of the platform you use to present your business plan presentation. This may include Microsoft Powerpoint, Google Slides, Prezi, Canva, etc. Note- presenting a business plan with a unique format could be a mistake because investors like to keep things simple.

To create a business plan presentation, often referred to as a pitch deck, you will need to go through the business plan itself and highlight the key points that investors need to know.

Start with a title slide with the basic information about you, any business partners you may have, and your company.

Then, follow the steps below for each essential slide in your business plan presentation:

On this slide, describe the major problems that your target customers are experiencing. Try to express the problem in simple language so that investors can grasp it quickly, especially if they aren’t within your target customer segments.

For example, if you have a website development business, you may want to express the problem as:

“Many business owners waste valuable time, energy, and money trying to create a business website on their own. This is because they lack technical knowledge of business website design and business development.”

2. Solution

Once you’ve successfully convinced the audience that there’s a problem, it’s time to present them with your company’s product or service. So on this slide, explain how your firm intends to address the issue you highlighted. Emphasize how scalable your solution is. Scalability refers to a business’s ability to expand as demand for its services grows.

Continuing with the website development company as an example, your solution might be:

“Our business provides website development services to business owners who lack the technical knowledge of business website design and business development.”

3. Product and/or Service Demo

On this slide, you’ll detail your product(s) and/or service(s). If you have a working prototype of your invention, it should be shown here. If a prototype isn’t feasible, attempt to convey your offering to the investors as best as possible. Offer pictures or screenshots of your product/service in use from customers.

For example, in a website development business presentation, you may want to show your business’s working product as follows:

“We provide website development services including business website design, business hosting, and business email setup. Our clients are able to manage their business websites independently without having to rely on external IT support.”

You may also link to some examples of websites that you’ve developed so far to demonstrate your skills in this field.

Describe the real or predicted size of your target market in this slide to back up your claims about the scale of the problem and your company’s scalability.

This section of your presentation will pique the interest of potential investors. They want to know if the market is big enough and whether you can grow big enough to pay them a good return on their investment if you achieve a significant share of the industry.

So, describe the size of your market, key trends, and how big your business may develop if it achieves a major market share. This slide will be highly data-driven and is frequently evaluated by investors. Make sure your data is from trustworthy, verifiable sources and that all of your estimates are accurate.

For a website development company, this section may be as follows:

“There are over 25 million business owners in the United States alone. There were an estimated 32.4 million business websites worldwide by 2016 and this is expected to grow exponentially as business computing takes root across the globe. In fact, research from developer Gartner forecasts that business’s digital business models would generate more than $340 billion of business value by 2020, leading them to estimate that more than three out of four business processes will involve digital technology by 2018.”

5. Business Model

On this slide, you need to describe how your business generates revenues.  You can include things like your business’s pricing plan, how much it costs to acquire each customer, the business channels you’ll use, etc.

Your target audience must find your business credible and pricing feasible. If you’re targeting large enterprises with big budgets, mention that in this slide.

For example, in a website development company, you might  say something like this:

“Our business provides business owners with website development services. We provide business hosting and business email setup, both of which are paid services. Our business also offers business website design as a free service.”

6. Competition

On this slide, you’ll describe your rivals — those firms or solutions that are currently addressing the issues you described above. Clearly show how various options to your company exist in the market.

Competition is generally a good thing. Investors frequently believe a market or issue does not exist if there are no competitors.

Perform a SWOT Analysis for similar organizations and emphasize their distinct qualities. How does your firm distinguish itself from the competition? What makes your product or service stand out? What is it about your company that gives it an edge over the competition? State what gave you a competitive advantage.

Competitors for a website development company might include business website builders, business email providers, and business hosting services.

“Our company provides business owners with website development services. We provide business hosting and business email setup, both of which are paid services. Our business also offers business website design as a free service.”

Your business plan presentation should include the specific benefits that your business brings to customers. Financing demand is not enough; you need to show the compelling reasons why people will buy your product or service rather than someone else’s.

7. Go-To-Market Strategy

The goal of the Go-To-Market approach is for your company to communicate its unique value proposition to specific target consumers.

On this slide, you’ll explain how you intend to attract consumers to your product or service. If some aspects of your marketing plan are already in place, note them and the outcomes. The goal of this presentation deck’s slide is to demonstrate to investors that you have the capacity to expand your business into a global market.

As a website development business, your go-to-market approach may include business networking events, business trade shows, and business partnering opportunities.

“Our business networking events provide us with the opportunity to market our business by meeting potential clients. Businesses that are interested in finding out more about what we do attend these business networking events.”

On this slide, name the individuals on your management team. To demonstrate how and why they are the ideal individuals to manage your project, describe their skills and prior accomplishments.

Investors will be particularly interested to learn who will be in charge of executing the company ideas outlined in the presentation. Due to bad execution, a lot of wonderful business ideas never get off the ground because there are not enough competent individuals in the correct positions. 

9. Traction

The term “traction” refers to evidence or proof that consumers desire your firm’s goods or services.

On this slide, you should include the following information: annual growth rates for your business based on relevant measurements such as sales, website traffic, users, sign-ups, downloads, and so on.

If your business is growing at a consistent rate, add a graph to the slide. Include indicators that are most easily measurable in your company’s success and expansion. 

For a website development business, the indication of traction may be the business website traffic count.

“Our business has more than 10,000 business websites on our hosting service plan.”

10. Financial Projections

Here you’ll include a three to five-year projected income statement for your company. If you’re a startup, make sure your estimates are reasonable since you won’t have any prior data.

Investors will use your projections to determine the potential future scale of your business and whether it may satisfy their desired ROI.

On this slide, indicate when you anticipate breaking even and begin generating profits. Also note where additional fundraising is required, which advances to the following slide. 

11. Funds Being Raised

The final slide of your business plan presentation should detail the amount of money you’ll require to reach your objectives. Rather than providing a fixed figure, you may wish to provide a range and demonstrate what you can accomplish with various amounts of money.

Importantly, emphasize the core benefits of the funding. Is it for staffing, product development, marketing strategy, or something else? To grow your company, where and how will the investor’s money be utilized?

An example of funding requests for a website development company may look like the following:

“Our business is in need of XX additional funds to further grow our business into a global market. Funds will be utilized for business website hosting, network leasing, business website traffic measuring equipment, and advertising.”

Business Plan Presentation Template – Google Slides Format Business Plan Presentation Template – Microsoft PowerPoint Format Business Plan Presentation Template – PDF Format

Investors want to know more about your business and how you’ll make them money before they invest their money in your company. Make sure you are providing the necessary information in your presentation to meet their needs.

Also, be sure to make your presentation deck well in advance leaving you enough time to rehearse your pitch, so that you feel confident during the actual presentation.  

No matter what platform you choose to design your presentation there are common mistakes business owners make when developing the presentation. If you avoid these pitfalls, you will have a much higher chance of success.

Focusing on Non-Essential Information in the Presentation

One of the most common mistakes when creating presentations is including the entire business plan into the deck instead of just the main points your recipients want to see. Most investors do not have time to read hundreds of pages of non-essential information.

How To Do It Right:

Before you start crafting your presentation deck, create an outline highlighting the main points necessary for presenting to your potential investor. Be sure to answer the following questions when designing your pitch deck:

• How is this company different from others?
• Why should I invest in your business when there are other funding options available to me?
• Who is the target market for this company?
• What measurable outcomes do you hope to achieve in the next 3 years?
• What will be your biggest obstacles to success in achieving these business goals?

Not Timing Your Presentation

If you have thirty minutes (or ten minutes or five) to present, you simply must time your presentation to use the time available – no more and no less. If you go over the time allotted you might not be cut off, but they will keep in mind that you could not follow directions when they consider starting an investing relationship with you. If you do not use the entire time available, you will lose a valuable opportunity to explain your concepts further and they may, again, consider you somewhat incompetent.

Practice, practice, practice! Building a beautifully designed deck is only part of the presentation. Practicing is the single most critical part of the presentation. Rehearsal is especially important if you are pitching to a new company or people with specific expertise who will be looking for every detail in your presentation. Remember, timing is not just about how long your pitch deck should be but also about getting up and walking around to keep your audience’s attention. As you become more comfortable with your presentation, your confidence will also grow which will initiate a more memorable experience for your investor.

Obsessing Over Graphics and Animation

You should spend time on your presentation deck because it is a reflection of you, not because you want to use cool animations or graphics. If an animation needs explaining, don’t do it – just go with plain pictures that are easy to understand. Animated slides that are not used sparingly can lose their effect and be distracting.

How to Do It Right:

Your slides should be easily understood by individuals who have little background in your industry – just like the investors you are pitching to. If an animation or graphic is necessary to illustrate a concept, keep it simple and to a minimum so as not to distract the intended listeners.

Presenting Poorly Designed Slides

Avoid using too much text on the slides by including all the information from your business plan. The problem with too much text on slides is that the investor will attempt to read rather than listen to what you are saying. And if there is too much text, it will become more and more difficult to read the font size.

Quality slide design takes practice and is a topic in and of itself. To develop presentations with quality slide design, entrepreneurs should either hire a designer or become trained on the proper presentation software – most likely PowerPoint, Prezi, or KeyNote – so they can do it themselves.

Each slide should be focused on graphics or a few bullet points. Paragraphs or lists of text should be narrated by the presenter rather than written on the slides. Double-check all slides for spelling and grammatical errors. Having another set of eyes on the presentation will help to get another perspective.

The investment owners make to improve their presentation delivery will be well worth it as prospective investors are often turned off by owners who do not have professional slide designs and mistakes throughout the presentation.

Giving the Full Financials

Presenting the complete pro forma financial statements on slides is another serious mistake. In a short presentation, an investor does not have the time to take in all of this data and all you will convey is that a) you have a financial plan and b) you don’t know how to present.

Financials should be presented in summary format with just a few key metrics and numbers on each slide. Presenting these numbers in chart or graph format is an even better idea. If the numbers you show interest the investors, they will have time to peruse the complete financial projections and statements within your business plan at a later time.

Lack of Clarity and Confidence

Remember that these presentations may be the first, and only, impression with your prospective investors. If you seem ill-prepared or muddled when presenting the deck, investors will not get an accurate picture of what your business is about.

Rehearse your pitch multiple times until you can deliver it in a way that is clear and confident. You need to know what you want to convey in each slide and how this information compliments your business. Practice your pitch with family members or friends who will provide constructive feedback to help you prepare.

Failing to Deliver the Message

Business plan presentations are not meant to be a reiteration of a business plan. While you may think that you should convey all aspects of your plans, remember you are really marketing yourself and your business idea.

A successful presentation is about your ability to execute your business idea or concept by highlighting the following pieces of important information: who you are, what you want to accomplish, why this will succeed, and how you plan to do it.

This means that while there should be enough content in the slides for investors to conduct more research on your company on their own, your mission is not just to slide through hundreds of pages but convey a specific pitch in just a few slides.  

The business plan presentation is your opportunity to show investors what you have planned for the future of your business. If you want to learn how to present a business plan and create a perfect business plan presentation, utilize the information in this article and remember these quick tips:

• Keep it simple and focused on one or two key points.
• Make sure that your business slides are easily understood by those who don’t know much about business, especially your industry.
• Present the numbers in charts and graphs rather than as full financial statements.
• Practice! Rehearse until you feel confident and clear before taking on any potential investors.

You’ll be able to make an excellent first impression with them if you do all of this right – now go out there and ace those presentations!  

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Other Helpful Business Plan Articles & Templates

Small Business Plan Template

Small business plans are an essential first step towards the success of your company. Small business plan presentations serve as a strategic blueprint you can share with potential investors, possible partners, and interested parties. You’ll need an overview of your business’s goals, basic strategy, marketing tactics, finances, and a profitability forecast, etc. A comprehensive and well-prepared presentation will instill confidence in your audience. Our small business plan example will help you bring structure to and build interest in your organization’s strategy. Convey your company’s potential for success, get funding, and build partnerships using our small business plan presentation. 

Our small business plan presentation template can help your company: 

• Secure funding
• Solidify partnerships
• Outline company goals

Let our Small Business Plan Template help your company reach its goals

Developing a small business plan presentation requires a detailed strategy and can extend over many slides. Use a combination of the following slides to best showcase your company:

Pro tips for securing partners and funding for your company

Ensure your presentation generates the interest your business deserves by creating a stellar deck with this advice:

First impressions matter, ensure your entire presentation is clear, concise, and free of errors. Typos can distract from even the best small business plan presentation.

Who are you presenting to and why? Make sure your Executive Summary slide is straightforward and to the point. Are you looking for investors? A partner? Set your goals and expectations at the start of your presentation.

What makes your business better than a competitor’s? Make sure to reassure clients of your market advantages and how you intend to leverage them.

Small business plans can be lengthy so make sure that information is spread over various slides. You can build momentum by reading your audience and adjusting your presentation speed as needed.

More Popular Templates

Brex Pitch Deck

Brex is a go-to source for information and data about both private and public companies. We took a look at Brex’s original pitch deck to look for ways to improve the design.

Series B Presentation Template

Learn how Beautiful.ai’s Series B presentation template can help startups and small businesses secure additional funding to continue to scale.

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Use a social media report template to present social media findings to your team, upper management, or new clients.

Budget Proposal Presentation

One of the essential steps in launching a new project or venture is requesting a budget to cover the associated costs. Our template will help you achieve your budget goals.

Investment Proposal Template

Inform and impress potential investors by using an investment proposal template to craft your story.

Board Meeting Presentation Template

Preparing for your next board meeting? Make an impression by putting together an impactful presentation with this template

550+ Business Plan Examples to Launch Your Business

Need help writing your business plan? Explore over 550 industry-specific business plan examples for inspiration.

Find your business plan example

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Business plan template: There's an easier way to get your business plan done.

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View all sample business plans

Example business plan format

Before you start exploring our library of business plan examples, it's worth taking the time to understand the traditional business plan format . You'll find that the business plan samples in this library and most investor-approved business plans will include the following sections:

Executive summary

The executive summary is an overview of your business and your plans. It comes first in your business plan and is ideally only one to two pages. You should also plan to write this section last after you've written your full business plan.

Your executive summary should include a summary of the problem you are solving, a description of your product or service, an overview of your target market, a brief description of your team, a summary of your financials, and your funding requirements (if you are raising money).

Products & services

The products & services chapter of your business plan is where the real meat of your plan lives. It includes information about the problem that you're solving, your solution, and any traction that proves that it truly meets the need you identified.

This is your chance to explain why you're in business and that people care about what you offer. It needs to go beyond a simple product or service description and get to the heart of why your business works and benefits your customers.

Market analysis

Conducting a market analysis ensures that you fully understand the market that you're entering and who you'll be selling to. This section is where you will showcase all of the information about your potential customers. You'll cover your target market as well as information about the growth of your market and your industry. Focus on outlining why the market you're entering is viable and creating a realistic persona for your ideal customer base.

Competition

Part of defining your opportunity is determining what your competitive advantage may be. To do this effectively you need to get to know your competitors just as well as your target customers. Every business will have competition, if you don't then you're either in a very young industry or there's a good reason no one is pursuing this specific venture.

To succeed, you want to be sure you know who your competitors are, how they operate, necessary financial benchmarks, and how your business will be positioned. Start by identifying who your competitors are or will be during your market research. Then leverage competitive analysis tools like the competitive matrix and positioning map to solidify where your business stands in relation to the competition.

Marketing & sales

The marketing and sales plan section of your business plan details how you plan to reach your target market segments. You'll address how you plan on selling to those target markets, what your pricing plan is, and what types of activities and partnerships you need to make your business a success.

The operations section in our business plan examples covers the day-to-day workflows for your business to deliver your product or service. What's included here fully depends on the type of business. Typically you can expect to add details on your business location, sourcing and fulfillment, use of technology, and any partnerships or agreements that are in place.

Milestones & metrics

The milestones section is where you lay out strategic milestones to reach your business goals.

A good milestone clearly lays out the parameters of the task at hand and sets expectations for its execution. You'll want to include a description of the task, a proposed due date, who is responsible, and eventually a budget that's attached. You don't need extensive project planning in this section, just key milestones that you want to hit and when you plan to hit them.

You should also discuss key metrics, which are the numbers you will track to determine your success. Some common data points worth tracking include conversion rates, customer acquisition costs, profit, etc.

Company & team

Use this section of your business plan to describe your current team and who you need to hire. If you intend to pursue funding, you'll need to highlight the relevant experience of your team members. Basically, this is where you prove that this is the right team to successfully start and grow the business. You will also need to provide a quick overview of your legal structure and history if you're already up and running.

Financial projections

Your financial plan should include a sales and revenue forecast, profit and loss statement, cash flow statement, and a balance sheet. You may not have established financials of any kind at this stage. Not to worry, rather than getting all of the details ironed out, focus on making projections and strategic forecasts for your business. You can always update your financial statements as you begin operations and start bringing in actual accounting data.

Now, if you intend to pitch to investors or submit a loan application, you'll also need a "use of funds" report in this business plan section. This outlines how you intend to leverage any funding for your business and how much you're looking to acquire. Like the rest of your financials, this can always be updated later on.

The appendix isn't a required element of your business plan. However, it is a useful place to add any charts, tables, definitions, legal notes, or other critical information that supports your business plan. These are often lengthier or out-of-place information that simply didn't work naturally into the structure of your plan. You'll notice that in these business plan examples, the appendix mainly includes extended financial statements.

Types of business plans explained

While all business plans cover similar categories, the style and function fully depend on how you intend to use your plan. To get the most out of your business plan, it's best to find a format that suits your needs. Here are a few common business plan types worth considering.

Traditional business plan

The tried-and-true traditional business plan is a formal document meant to be used for external purposes. Typically this is the type of plan you'll need when applying for funding or pitching to investors. It can also be used when training or hiring employees, working with vendors, or in any other situation where the full details of your business must be understood by another individual.

Business model canvas

The business model canvas is a one-page template designed to demystify the business planning process. It removes the need for a traditional, copy-heavy business plan, in favor of a single-page outline that can help you and outside parties better explore your business idea.

The structure ditches a linear format in favor of a cell-based template. It encourages you to build connections between every element of your business. It's faster to write out and update, and much easier for you, your team, and anyone else to visualize your business operations.

One-page business plan

The true middle ground between the business model canvas and a traditional business plan is the one-page business plan . This format is a simplified version of the traditional plan that focuses on the core aspects of your business.

By starting with a one-page plan , you give yourself a minimal document to build from. You'll typically stick with bullet points and single sentences making it much easier to elaborate or expand sections into a longer-form business plan.

Growth planning

Growth planning is more than a specific type of business plan. It's a methodology. It takes the simplicity and styling of the one-page business plan and turns it into a process for you to continuously plan, forecast, review, and refine based on your performance.

It holds all of the benefits of the single-page plan, including the potential to complete it in as little as 27 minutes . However, it's even easier to convert into a more detailed business plan thanks to how heavily it's tied to your financials. The overall goal of growth planning isn't to just produce documents that you use once and shelve. Instead, the growth planning process helps you build a healthier company that thrives in times of growth and remains stable through times of crisis.

It's faster, keeps your plan concise, and ensures that your business plan is always up-to-date.

Download a free sample business plan template

Ready to start writing your own business plan but aren't sure where to start? Download our free business plan template that's been updated for 2024.

This simple, modern, investor-approved business plan sample is designed to make planning easy. It's a proven format that has helped over 1 million businesses write business plans for bank loans, funding pitches, business expansion, and even business sales. It includes additional instructions for how to write each section and is formatted to be SBA-lender approved. All you need to do is fill in the blanks.

How to use an example business plan to help you write your own

How do you know what elements need to be included in your business plan, especially if you've never written one before? Looking at business plan examples can help you visualize what a full, traditional plan looks like, so you know what you're aiming for before you get started. Here's how to get the most out of a business plan sample.

Choose a business plan example from a similar type of company

You don't need to find an example of a business plan that's an exact fit for your business. Your business location, target market, and even your particular product or service may not match up exactly with the business plans in our gallery. But, you don't need an exact match for it to be helpful. Instead, look for a business plan sample that's related to the type of business you're starting.

For example, if you want to start a vegetarian restaurant, a plan for a steakhouse can be a great match. While the specifics of your actual startup will differ, the elements you'd want to include in your restaurant's business plan are likely to be very similar.

Use a business plan example as a guide

Every startup and small business is unique, so you'll want to avoid copying an example of a business plan word for word. It just won't be as helpful, since each business is unique. You want your business plan to be a useful tool for starting a business —and getting funding if you need it.

One of the key benefits of writing a business plan is simply going through the process. When you sit down to write, you'll naturally think through important pieces, like your startup costs, your target market , and any market analysis or research you'll need to do to be successful.

You'll also look at where you stand among your competition (and everyone has competition), and lay out your goals and the milestones you'll need to meet. Looking at an example of a business plan's financials section can be helpful because you can see what should be included, but take them with a grain of salt. Don't assume that financial projections for a sample company will fit your own small business.

If you're looking for more resources to help you get started, our business planning guide is a good place to start. You can also download our free business plan template .

Think of business planning as a process, instead of a document

Think about business planning as something you do often , rather than a document you create once and never look at again. If you take the time to write a plan that really fits your own company, it will be a better, more useful tool to grow your business. It should also make it easier to share your vision and strategy so everyone on your team is on the same page.

Adjust your business plan regularly to use it as a business management tool

Keep in mind that businesses that use their business plan as a management tool to help run their business grow 30 percent faster than those businesses that don't. For that to be true for your company, you'll think of a part of your business planning process as tracking your actual results against your financial forecast on a regular basis.

If things are going well, your business plan will help you think about how you can re-invest in your business. If you find that you're not meeting goals, you might need to adjust your budgets or your sales forecast. Either way, tracking your progress compared to your plan can help you adjust quickly when you identify challenges and opportunities—it's one of the most powerful things you can do to grow your business.

Prepare to pitch your business

If you're planning to pitch your business to investors or seek out any funding, you'll need a pitch deck to accompany your business plan. A pitch deck is designed to inform people about your business. You want your pitch deck to be short and easy to follow, so it's best to keep your presentation under 20 slides.

Your pitch deck and pitch presentation are likely some of the first things that an investor will see to learn more about your company. So, you need to be informative and pique their interest. Luckily we have a round-up of real-world pitch deck examples used by successful startups that you can review and reference as you build your pitch.

For more resources, check out our full Business Pitch Guide .

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Now that you know how to use an example of a business plan to help you write a plan for your business, it's time to find the right one.

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