conclusion for business plan report

Business Plan Conclusion: Summary & Recap

You’ve written your business plan, but now you want to wrap it up to make a lasting impact on your reader. In this article, we will define the conclusion to a business plan as well as provide some tips to help you attract and seal the deal with potential investors and lenders.

What is a Business Plan Conclusion?

This business plan conclusion is a concise summary and recap of all of the components of a business plan , but especially the executive summary. It summarizes your business plan in 2-3 paragraphs, with an emphasis on the most important points.

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Is the Business Conclusion Necessary?

It’s good practice for business plans, but not always necessary to be successful in obtaining funding.

If you have a stellar executive summary, it may be unnecessary.

If the business conclusion is written well enough, it can serve as an executive summary of sorts – a short recap that provides more detail than the business plan as a whole, but only includes the most important points. It could also serve as an executive summary that is more concise than an actual executive summary.

How To Write a Conclusion for Your Business Plan

The conclusion of your business plan is the last thing people read before deciding to invest in you and your business, so it needs to make a lasting impression.

Determine Location

Depending on your intended audience, there are two common places for the conclusion. If your plan is meant for internal purposes, you may have the conclusion at the end of the entire document. However, if you are seeking funds from investors, you want to place the conclusion at the end of the Executive Summary, increasing the chances that it is actually read.

Review & Concisely Recap

conclusion reviews key points from the executive summary

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Startups might include the following information:.

Funding requirements
Service or benefit to the investor
Target market and audience
How products or services solve the target market’s problem
Marketing strategy
Competitive advantage
Management team experience
Financial projections
Launch plan

Established businesses might include information in their conclusions such as:

Mission statement
Company’s history
Products and/or services
Historical growth data
Financial summary
Company’s goals

Summarize the 3-5 points in a couple of paragraphs. You don’t need to summarize everything that happened in your business plan, just the most important points of the business plan.

Support Your Claims with Stats and/or Visuals

Establish a Call-To-Action (CTA)

Proofread & Spell-Check

The conclusion needs to give your readers a sense of closure by wrapping up all loose ends while making your last pitch effort to obtain the money your business may need.

Business Plan Conclusion Example

Use this conclusion example to help you with how to end a business plan, but keep in mind to make it relevant to your target audience, industry, and funding requirements:

Expanding into the Seattle metro area will allow Skyridge to provide its cutting-edge technology to more people who need it. Purchasing the fabrication plant in Seattle allows us to produce all of our products in-house and in one location, delivering them promptly and efficiently to the northwestern region.

We have the power to change the way people use technology, and we want [Investor’s Name] to be a part of it. By investing in Skyridge’s growth, [Investor’s Name] will benefit in the following ways:

Inclusion with a startup that has seen XXX% growth over the past X years and our company’s management team with XX years of experience in the technology industry
Contribution to Seattle’s economic growth and its citizens’ access to technology that enhances their lives
Participation in company planning meetings and receive an XX% share in all profits earned

We can add to the number of lives Skyridge’s technologies impact, generate more job opportunities in the region, and alter the technology sector if we work together. If you agree with our vision for a better future for everyone, join us.

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How to Write a Business Plan Conclusion?

Business Plan Template

Vinay Kevadia
June 20, 2024

Completed writing your business plan?

Let’s wrap it up with a conclusion that ends your business plan on an exciting and positive note. Not to forget—a conclusion that convinces the readers about your business’s potential to succeed.

In this blog post, you will learn exactly how to write a conclusion of a business plan and get an example to guide you.

Let’s get started.

What is a business plan conclusion?

A business plan conclusion is the final section concluding very concisely the points discussed in your business plan.

It reinforces the business’s strengths and feasibility and reassures the readers of potential business success. It clarifies the reader’s benefit of associating with your business and convinces them of a profitable investment opportunity.

A conclusion is about 3-4 paragraphs long and is designed to drive action and leave a lasting impression on reader’s minds.

Business plan conclusion vs. executive summary

Many people confuse a conclusion and an executive summary to be the same. However, they are not. Let’s see how.

An executive summary is a broad overview of your entire business plan. The conclusion, on the other hand, is a concise summary reinforcing the key takeaways of your plan.
While an executive summary introduces the readers to your business idea, a conclusion convinces them to take the desired action.
An executive summary is a preview of what the plan will be about. The conclusion, on the contrary, is a review of what the plan has discussed.
An executive summary is concise. However, conclusions are more concise covering only the aspects that can drive decisions and actions.

Clear enough, right? Let’s move ahead.

Why is a business plan conclusion important?

Although a conclusion is not mandatory, it is an important aspect of a business plan. It communicates your passion and commitment to a business idea and convinces the readers of your ability to succeed.

A conclusion synthesizes the key insights of your business plan focusing on aspects such as market analysis , business strategy, competitive advantage, and milestones. It reinforces your plan’s vision and establishes your strategic position amongst readers.

A well-crafted conclusion will drive desired actions from the readers. It can seal the deal and fulfill your objective of writing a business plan.

How to write a conclusion for your business plan?

From what information to include to where to place the conclusion—this section will guide you to write an impactful conclusion for your business plan.

1. Choose the right placement

There are two places for you to place your conclusion. It can either be after your executive summary or at the end of the document.

The location changes depending on who you plan to present your business plan with.

If you prepare a business plan for investors , placing your conclusion after the executive summary will increase the likelihood of it getting read.

However, the conclusion should be placed at the end for business plans that are prepared for internal use and business partners. Conclusion in this case reviews and emphasizes the company’s strengths.

2. Place the right information

The information in your conclusion changes depending on your audience and the intent of the business plan.

For instance, if you’re a new business trying to secure funds, your conclusion can synthesize the key details about the following:

Funding demands
Benefit to the investors
Target market and target customers
Solution for the problem
Marketing strategy
Team members and their expertise
Financial projections
Competitive advantage
Launch plan

However, if you’re a small business trying to grow or use this plan for internal use, consider covering key insights from the following aspects:

Mission statement
History and the milestones
Data supporting growth
Industry trends
Financial summary
Long-term goals and objectives

These are the details you can cover while writing your conclusion. However, including every bit of these in your conclusion is unnecessary.

Think from your reader’s perspective. Determine the information that would excite them about your business and form your conclusion accordingly.

3. Include stats and visuals

Now that you’ve decided on the placement and information to be included in your conclusion, it’s time to make your conclusion zesty.

How? Get the facts and stats that would support the claims you make in your conclusion.

For instance, if you’re promising growth, show market research that supports your claim. Again, if you’re promising a certain return on investment, include the statistics that can make investors believe you.

Sway away from vague statements and assumptions. And, if you feel that the statistic would be best absorbed through visual charts or graphics, don’t be afraid to add one.

4. Add a CTA

If you want the readers to take action, guide them. Add a crisp clear call to action(CTA) and explain how the readers would benefit from taking that action.

For instance,

Join us as a silent partner by investing in Beanco.
Invest $2 M and secure a 20% stake in equity.
Support our growth by sharing references.

Don’t beat around the bush. If you are making a funding request, be unapologetic. And even if not, your CTA should suggest how a reader can support your growth.

5. Review and proofread

Once your conclusion is ready, re-read and proofread it for any grammatical or spelling errors. Fix the flow and remove fluff to make your conclusion crisp and persuasive.

Get your friends and business partners to read the conclusion and check if the message you are trying to send is crisp and clear. If not, make the necessary adjustments.

Business plan conclusion example

Use this business plan conclusion as a reference and tailor yours keeping in mind the needs, objectives, and audience for your business plan.

Launching EcoRide Electric Scooters will revolutionize urban transportation by providing an eco-friendly, efficient, and affordable solution for city commuters. Our innovative design and advanced technology will set us apart in the rapidly growing market for sustainable transport options.

We are poised to make a significant impact on urban mobility, and we want [Investor’s Name] to be a foundational part of our journey. By investing in EcoRide Electric Scooters, [Investor’s Name] will benefit in the following ways:

Joining a groundbreaking startup with a vision to reduce urban pollution and traffic congestion, led by a passionate team with over 20 years of combined experience in the automotive and tech industries.
Supporting the development and deployment of cutting-edge electric scooters, contributing to a cleaner, greener urban environment.
Gaining equity in a high-potential startup with a scalable business model and the potential for significant returns as we expand to new markets.

Together, we can transform urban transportation, reduce carbon footprints, and create a sustainable future for city dwellers. If you share our vision for a cleaner, more efficient urban commute, partner with us.

Let’s conclude your business plan

Now that you have understood the process and referred to an example, let’s conclude your business plan.

Identify the information you must highlight, encapsulate it into a powerful conclusion, and pair it with an even more powerful CTA.

However, remember that the conclusion just seals the deal. It’s the business plan that will hook your readers till the end. With Upmetrics’s AI business plan generator , you can create truly engaging business plans in just about 10 minutes.

So, improvise your business plan, sum it up with a convincing conclusion, and send over your business plan to your potential investors to secure funding.

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Frequently Asked Questions

How long should a business plan conclusion be.

A conclusion of your business plan can be anywhere between 2-3 paragraphs long. In this ideal length, you must outline the key takeaways of your plan, clarify the next step to the readers, and explain to them the benefit of supporting your business.

What is the most important part of a business plan conclusion?

A CTA is the most important part of the conclusion, especially if you are trying to raise funds. However, if you are writing a plan for internal purposes, focus more on synthesizing the key essentials of a plan.

Can I include new information in the conclusion?

A conclusion does not introduce any new information. It simply reinforces the business’s position and convinces the readers to take the desired action for one last time. For instance, offer funding for your business.

Is it necessary to include a call to action in the conclusion?

It is very important to add a crisp clear CTA while concluding your plan. You can’t expect the readers to invest in your business or help you grow if you don’t clarify the steps to take action.

About the Author

Vinay Kevadiya

Vinay Kevadiya is the founder and CEO of Upmetrics, the #1 business planning software. His ultimate goal with Upmetrics is to revolutionize how entrepreneurs create, manage, and execute their business plans. He enjoys sharing his insights on business planning and other relevant topics through his articles and blog posts. Read more

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Writing an Effective Business Plan Conclusion: Tips & Examples

Do you need help concluding the business plan that you have worked so hard to create? A well-crafted business plan conclusion is essential for setting the tone for the entire document, and summarizing the key points that justify why the business will be successful. In this article, we will explore how to write an effective business plan conclusion that will ensure that your plan is read and taken seriously.

How to End a Business Plan?

The conclusion of your business plan should briefly summarize the main points of your argument. It should state why you believe your business will succeed and explain how you intend to achieve your goals. A business plan conclusion should cover the opportunity, highlight the strengths of your plan, summarize your vision, and remind the reader why your business is in a unique position to succeed.

A template example of a solid business plan conclusion follows:

Opportunity: Explain the opportunity that your business is capitalizing on and why it is attractive.
Key Strengths: Highlight the key strengths of your plan, such as your competitive advantage and any unique selling points.
Vision: Summarize your vision for the business and its future.
Unique Position: Remind the reader why your business is in a unique position to succeed.

It is important to keep your business plan conclusion succinct and to the point. It should be no longer than a few paragraphs, and should be a clear and concise summary of the entire document.

At Atlantabusinesses.com, we understand how important it is to have a clear and effective business plan conclusion. We are experts in the field of business brokering, and we can help you through the entire process of buying or selling a business. Visit our website for more information, and for answers to all your questions about selling a business and about business brokers.

What is the final stage of the business plan?

Conclude your business plan with a presentation for obtaining funding, and provide any relevant data, graphs, and charts to back it up. Make it explicit how much money you are asking for from investors—whether it is equity, a collaboration, or a loan.

What is the appropriate way to conclude a business plan letter?

What should be included in the concluding section of a business plan.

It should also include a description of the problems you are trying to solve, a review of your marketing strategy, and an assessment of the financials. The best way to write an executive summary is to write it after you have a thorough understanding of your entire plan and can succinctly summarize it. The executive summary should include your company’s mission statement, a description of the products and services you offer or plan to offer, an overview of the problems you are aiming to solve, an assessment of your marketing strategy and an overview of the financials.

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How to Conclude a Business Plan

by Mariel Loveland

Published on 28 May 2019

It doesn’t matter if you’re launching a brand new business or planning to expand your already successful venture: you will need a business plan. This is a road map that helps you achieve all of your business goals. It basically answers a series of questions about your company ranging from what your product is to who you’re selling it to. This, of course, can be figurative as some businesses provide services, rather than products.

For example, a plumbing company’s product is fixing pipes, not typically the retail sale of the pipes themselves. A medical practice’s product is diagnosing and curing illnesses, not typically the medicine itself (that’s usually left up to the pharmacies).

Partially completed written business plan.

Word processing software.

Inside every business plan is a conclusion – and it varies depending on the industry and the audience. Regardless, this is your final pitch to summarize your entire report. A solid business plan conclusion example is one that highlights strengths and ensures the reader that your business will be a success.

Share the conclusion of your plan with a few people you trust to make sure company outsiders can understand your points.

Explain The “Why” Behind Your Business Plan

In your business plan conclusion pdf (or printed paper if you’re going old school), you need to tell readers why they’re actually reading your business plan in the first place. For example, the conclusion of a business plan for a coffee shop looking for funding might briefly mention that you’re searching for a certain amount of money to remodel your dining space or buy a new espresso machine.

You might also want to use different business plan conclusion examples for different audiences. If you’re looking for $100,000 in funding from investors, disclose financial details in your conclusion. If you’re looking for a new partner or to sell your business, you’ll need to outline this in your conclusion as well. You might actually be looking for investors and partners or looking for investors or a buyer at the same time. Print out business plan conclusion PDFs for each specific instance.

State The Key Milestones

Your business plan probably has stacks of pages with different milestones. When do you expect to turn a profit? How long will it take you to train new staff? In how many months do you expect to break a sales milestone? Even your executive summary, the shorter preface to your plan that explains your key assumptions in everyday speak versus industry jargon, has a few milestones buried deep in its short pages.

State your key milestones in your conclusion, whether you place this in an executive summary or at the end of your report. For example, the conclusion of a business plan for a coffee shop might say that you expect to sell 1,000 lattes by the first month. Write this down along with the percentage of increased revenue you expect month-to-month and the measures you’ll take to get there. Put the milestones in a graph, table or column for easy digestibility.

Create a Call to Action

The best business plans don’t just end with an “okay, now what?” They end with inspiration. To do this, you’ll need to add a call-to-action to your business plan conclusion. The call-to-action can be anything from “invest money today” to “join us as a partner.”

For example, the conclusion of a business plan for a coffee shop might include “try one of our specialty cold brews today.” This is a successful business plan conclusion example because it gives investors the opportunity to try your product to see if they really believe in what you’re offering.

Not all Business Plan Conclusion Examples Are at the End

Before printing out your business plan conclusion PDF, think about where you’re going to actually put your conclusion. This might come at the end of your executive summary, which is at the beginning of your business plan.

You also might wish to write a longer conclusion at the end of your business plan. Either is effective, though the executive summary does come first and is most easily digested. You might have the biggest opportunity to show your business prowess in a place most investors are going to read first.

How to Conclude a Business Plan

Business plans explain what a company does, who runs the company and how the company plans on hitting revenue goals, based on competitive advantages and marketing strategies. Some businesses write a business plan for internal review, tracking annual goals. Business plans are also used to seek investor loans or to finance their business. When presenting the plan for financing, it's important to conclude the plan with purpose, but to do so succinctly.

Conclusion or Executive Summary?

Business owners might confuse a business plan's conclusion with the plan's executive summary. The executive summary is actually the first section of a business plan, which provides a synopsis and a high-level overview of the major sections of the plan. A business owner might confuse this with the conclusion, because many business experts suggest writing the executive summary last, after the necessary information has been fleshed out.

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The executive summary is usually a series of section teasers that give readers a high-level preview of the plan. It's also possible for the business plan to have a formal conclusion at the end of the sections. The conclusion is usually tailored and targets the informational needs of a specific investor or of a specific strategic partner.

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How do i write an executive summary for a start up business, how to create a business plan as an entrepreneur, how to write a data report, 6 types of business plans, how to write a letter from the staff of a company to a bank requesting a loan, conclusion as a summary of needs and abilities.

If the executive summary states what the plan will be, then the conclusion reviews what the plan has stated. A business plan conclusion redefines the company's needs, the competence of management to achieve the goals and the key points to justify why the business will succeed with funding. Investors are looking for reasons why they should risk money in the venture; this is achieved by highlighting the unique ways in which the company solves problems and how an influx of funding will yield success. Usually, there's a specific call to action in the conclusion.

End Notes and References

Creating a business plan requires market and industry research. The larger the company or the more complicated its products or services, then it is even more important that research is needed to verify regulations, industry trends and technology innovations. End notes are the expert resources used in writing the plan and justifying propositions. These are like a bibliography in a high-school research paper.

End notes refer to specific data cited in the plan, listed in order of use by the correlating fact within the business plan. For example, the competitive-analysis section might cite consumer data obtained by public industry reports. If this is the third citation of data, the superscript is the numeral three that corresponds to the third end note.

The Tone of the Conclusion

The business plan's conclusion should rely on facts and maintain a professional tone. Any projections and assumptions are backed by data points, the business' prior success, and management's ability to deliver. This is similar to a scientist using known facts to create a hypothesis for a new study.

For example, if the conclusion states that funding can scale factory operations by 50 percent more and yield 150 percent more in revenues, the conclusion of growth needs to be backed by those specific data points, which conclude that the assumption is correct.

American Energy Innovation: The Business Plan Conclusion
Inc: How to Write a Great Business Plan: The Executive Summary

Kimberlee Leonard lived in the Bay Area while going to school at the University of San Francisco. Before becoming a full-time writer, she worked for major financial institutions such as Wells Fargo and State Farm. She has developed content for brands such as Trupanion, Live Your Aloha, Neil Patel and Home To Go. She currently lives in her home state of Hawaii with her active son and lazy dog.

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How To Write the Conclusion of a Business Plan

Your business plan’s conclusion should encapsulate your overall justification for why your venture will succeed in order to draw investors or motivate your staff. Additionally, it ought to give a short future outlook outlining your goals for development and growth. The conclusion should also restate your company’s key selling points and leave readers with a favorable impression.

How to write a business plan conclusion

When writing a business plan’s conclusion, adhere to these guidelines:

1. Decide where you want it to be

Choose whether you want the executive summary or the entire document to contain your business plan’s conclusion. Consider placing the conclusion at the end of the executive summary if you are writing a business plan to attract investors or raise money. The executive summary introduces the key points of the business plan and outlines the company’s funding requirements and conditions. It can be more persuasive to potential investors to place the conclusion at the end of this summary, and it also increases the likelihood that it will be read.

You might select a more conventional location for your conclusion at the end of the document if you are writing a business plan for an established company to track progress or provide information to a third party. In this case, your conclusion should review and highlight the company’s advantages.

2. Include the right information

Depending on whether your business is a startup looking to raise capital or an established organization evaluating goals, the information you include in your business plan conclusion will vary. New companies trying to get funding might include:

Established businesses might include information in their conclusions such as:

Not all conclusions need all these details. The most crucial information for the purpose of your business plan should be included, but the conclusion should be brief. When selecting what to include in your conclusion, keep your audience in mind. Focus on the value your company provides to investors, for instance, and the reasons why this opportunity is special. Focus on company leadership’s experience and ways to lower the lender’s risk when applying for a business loan.

3. Add facts and statistics

Facts, figures, and statistics should be used to support the conclusions in your business plan. Investors want evidence that your business can succeed and that they will see a return on their investment. Include details like your track record of expanding this or other businesses, or the information you used to calculate how much funding you need. This information is more convincing than assumptions or vague statements.

4. Maintain a positive tone

Your business plan’s conclusion should be formal and upbeat in nature. You want to convey your optimism and enthusiasm for the company’s success so that the reader will feel motivated or enthusiastic to support the business. Use language that is assertive and active and conveys your confidence in the business.

5. Include a call to action

At the conclusion of your essay, include a brief call to action that instructs the reader on what to do next. The reader should be motivated to support the business’s objectives in the manner you desire. You might conclude by saying something like, “Invest in the success of Harper Corps by joining us as a minority partner in WinTec Enterprises.” In your call to action, use action words and emphasize how the reader will benefit from taking that action.

6. Review your conclusion

Make sure your business plan’s conclusion is written with proper spelling, grammar, and punctuation by reading it after you’ve finished. You want it to flow naturally and be both concise and clear. Ask a friend or coworker who is not familiar with the objectives of your company to read it as well. Ask them if they have any questions about the book’s conclusion and whether reading it has piqued their interest or excitement. Then make improvements as needed.

What is a business plan conclusion?

The goal of a business plan conclusion is to persuade the reader of the company’s success by summarizing the plan’s advantages. The conclusion should highlight how the organization makes money and why it is a good investment because businesses typically produce business plans in order to obtain funding or investors. Businesses also create business plans to evaluate their performance or set new objectives.

In a business plan, the conclusion can be found at the end of the whole thing or at the end of the executive summary. The executive summary, which appears at the start of the business plan, provides an overview of what the reader can expect to learn and persuades them to continue reading. Some people conflate the executive summary and the conclusion, but there are several significant differences between the two.

Every business, whether new or established, should have a business plan with a succinct and focused conclusion.

Business plan conclusion example

Use this sample business plan conclusion as a model for your own plan’s conclusion, being sure to customize it to your target audience’s needs and requirements:

Expanding Bridgewater & Co. Our already prosperous company will be able to provide cutting-edge health technologies to more people who need them thanks to its expansion into the Denver metropolitan area. Buying this manufacturing facility in Denver gives us the chance to produce all of our goods internally and in a single location and ship them out quickly and effectively to the area. We want Sixty-Seven Investors to be a part of this exciting revolution because we have the unique ability to change lives. Investing in Bridgewater & Co. s expansion benefits Sixty-Seven Investors by:

We can save more lives if we work together, Bridgewater & Co. Products change, add to the community’s employment opportunities, and revolutionize the health technology sector. Invest with us if you share our vision for a more prosperous and healthy future.

Business Plan Writer Explains How to Write a Business Plan: Part 8 The Conclusion

How do you conclude a business plan presentation?

Conclusion. The conclusion of a business plan doesn’t necessarily need to be lengthy; in fact, it can be quite succinct. Your conclusion should restate the opportunity, highlight the plan’s key strengths, summarize your vision, and remind the reader of the reasons why your company is in a position to carry out the plan successfully.

What is summary in business plan?

One of the most crucial components of your plan is the executive summary, which is a synopsis of all the important sections of your business plan.

What should be done after finishing the business plan?

Make sure it connects to your purpose.
Begin to test and measure.
Use the 80/20 rule.
Learn something new (quickly)

What is recommendation in a business plan?

A business recommendation letter, also known as a reference letter, is an endorsement of the products or services that one company has provided to another business or individual.

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How to Write a Business Report: A Step By Step Guide with Examples

To see what Databox can do for you, including how it helps you track and visualize your performance data in real-time, check out our home page. Click here .

With so much experience under your belt, you already know a lot about business reporting.

So, we don’t want to waste your time pointing out the obvious because we know what you need.

Secrets. Tricks. Best practices.sales rep drilldown business report

The answer to how to write a mind-blowing business report that you don’t need to spend hours and days writing.

A business report that will immediately allow you to identify your strengths and weaknesses.

A report that’ll help you learn more about your business and do more accurate forecasting and planning for the future.

We believe we have just that right here.

With this comprehensive guide, you’ll create effective sales, analytical, and informative business reports (and business dashboards ) that will help you improve your strategies, achieve your goals, and grow your business.

So, let’s dive in.

What Is a Business Report?

Importance of creating business reports, types of business reports, what should be included in a business report, how to write a business report: an 11-step guide.

Business Report Examples

profitwell-dashboard-template-databox-cta

Although there’s a variety of business reports that differ in many aspects, in short, a business report definition would be the following:

A business report is an informative document that contains important data such as facts, analyses, research findings, and statistics about a business with the goal to make this information accessible to people within a company.

Their main purpose is to facilitate the decision-making process related to the future of the business, as well as to maintain effective communication between people who create the reports and those they report to.

A good business report is concise and well-organized, looks professional, and displays the relevant data you can act on. The point is to reflect upon what you’ve achieved so far (typically, over the past month, quarter or year) and to use the data to create a new strategy or adjust the current one to reach even more business goals.

Business reports should be objective and based on the data. When stating the facts, people rely on numbers rather than giving descriptions. For instance, instead of saying “our conversion rate skyrocketed”, you would display the exact percentages that back up that claim.

Business reporting matters for several reasons, among which the most important ones are:

Recognizing Opportunities to Grow

Detecting issues and solving them quickly, evaluating a potential partner, having a paper trail, keeping things transparent for the stakeholders, setting new company goals.

In fact, over half of the companies that contributed to Databox’s state of business reporting research confirmed that regular monitoring and reporting brought them significant concrete benefits.

If you never look back at what you’ve achieved, you can’t figure out what you’ve done well and what you can leverage in the future for even better results.

When you analyze a specific aspect of your business over a specific time period and present the data you gathered in a report, you can detect an opportunity to grow more easily because you have all the information in one place and organized neatly.

Is it time to introduce new products or services? Is there a way to enhance your marketing strategy? Prepare a report. Can you optimize your finances? Write a financial business report . Whatever decision you need to make, it’s easier when you base it on a report.

Reports are essential for crisis management because they can introduce a sense of calmness into your team. Putting everything on paper makes it easier to encompass all the relevant information and when you know all the facts, you can make a more accurate and effective decision about what to do next.

Writing business reports regularly will also help you identify potential issues or risks and act timely to prevent damage and stop it from escalating. That’s why monthly reporting is better than doing it only once a year.

Having an insight into your finances , operations and other business aspects more regularly allows you to have better control over them and mitigate potential risks more effectively.

Different types of business reports may be accessible to the general public. And if they’re not, specific situations may require a company to send them over to the person requesting them. That may happen if you’re considering a partnership with another company. Before making the final decision, you should learn about their financial health as every partnership poses a certain risk for your finances and/or reputation. Will this decision be profitable?

Having an insight into a company’s business report helps you establish vital business relationships. And it goes the other way around – any potential partner can request that you pull a business report for them to see, so writing business reports can help you prove you’re a suitable business partner.

In business, and especially in large companies, it’s easy to misplace information when it’s communicated verbally. Having a written report about any aspect of your business doesn’t only prevent you from losing important data, but it also helps you keep records so you can return to them at any given moment and use them in the future.

That’s why it’s always good to have a paper trail of anything important you want to share with colleagues, managers, clients, or investors. Nowadays, of course, it doesn’t have to literally be a paper trail, since we keep the data in electronic form.

Writing business reports helps you keep things transparent for the stakeholders, which is the foundation of efficient communication between these two sides.

You typically need to report to different people – sometimes they’re your managers, sometimes they’re a client. But your company’s stakeholders will also require an insight into the performance of your business, and relying on reports will help you maintain favorable business relationships. A business report shows you clearly how your company is performing and there isn’t room for manipulation.

Once you set business goals and the KPIs that help you track your progress towards them, you should remember they’re not set in stone. From time to time, you’ll need to revisit your goals and critical metrics and determine whether they’re still relevant.

When you write a business report and go through it with your team members or managers, you have a chance to do just that and determine if you’re efficient in reaching your goals. Sometimes, new insights will come up while writing these reports and help you identify new objectives that may have emerged.

Depending on your goals and needs, you’ll be writing different types of business reports. Here are five basic types of business reports .

Informational Report

Analytical report, research report, explanatory report, progress report.

Informational reports provide you with strictly objective data without getting into the details, such as explaining why something happened or what the result may be – just pure facts.

An example of this type of business report is a statement where you describe a department within your company: the report contains the list of people working in this department, what their titles are, and what they’re responsible for.

Another example related to a company’s website could look like this Google Analytics website traffic engagement report . As we explained above, this report shows objective data without getting too much into the details, so in this case, just the most important website engagement metrics such as average session duration, bounce rate, sessions, sessions by channel, and so on. Overall, you can use this report to monitor your website traffic, see which keywords are most successful, or how many returning users you have, but without further, in-depth analysis.

Google Analytics Website Engagement Dashboard Template

Analytical reports help you understand the data you’ve collected and plan for the future based on these insights. You can’t make business decisions based on facts only, so analytical reports are crucial for the decision-making process.

This type of business report is commonly used for sales forecasting. For instance, if you write a report where you identify a drop or an increase in sales, you’ll want to find out why it happened. This HubSpot’s sales analytics report is a good example of what metrics should be included in such a report, like average revenue per new client or average time to close the deal. You can find more web analytics dashboard examples here.

From these business reports, you can find out if you will reach your goals by implementing your current strategy or if you need to make adjustments.

Research is critical when you’re about to introduce a change to your business. Whether it’s a new strategy or a new partner, you need an extensive report to have an overview of all important details. These reports usually analyze new target markets and competition, and contain a lot of statistical data.

While not the same, here is an example of an ecommerce dashboard that could help track each part of a campaign in detail, no matter whether you are launching a new product, testing a new strategy, and similar. Similar to a research report, it contains key data on your audience (target market), shows your top-selling products, conversion rate and more. If you are an online store owner who is using paid ads, you can rely on this report to monitor key online sales stats in line with Facebook Ads and Google Analytics. See more ecommerce dashboards here.

Shopify + Facebook Ads + Google Analytics (Online Sales overview) Dashboard Template

As you might guess from its name, you write the explanatory report when it’s necessary for you to explain a specific situation or a project you’ve done to your team members. It’s important to write this report in a way that everyone will be able to understand.

Explanatory reports include elements like research results, reasons and goals of the research, facts, methodology, and more. While not exactly an explanatory report, this example of a HubSpot marketing drilldown report is the closest thing to it, as it helps marketers drill into an individual landing page performance, and identify how good their best landing pages are at converting, or which ones have the best performance.

HubSpot Marketing Landing Page Drilldown

A progress report is actually an update for your manager or client – it informs them about where you stand at the moment and how things are going. It’s like a checkpoint on your way towards your goal.

These reports may be the least demanding to write since you don’t need to do comprehensive research before submitting them. You just need to sum up your progress up to the point when the report was requested. This business report may include your current results, the strategy you’re implementing, the obstacles you’ve come across, etc. If this is a marketing progress report you can use marketing report templates to provide a more comprehensive overview.

In many companies, progress reports are done on a weekly or even daily basis. Here is an example of a daily sales report from Databox. HubSpot users can rely on this sales rep drilldown business report to see how individual each sales rep is performing and measure performance against goals. Browse through all our KPI dashboards here.

HubSpot CRM (Sales Rep Drilldown) dashboard template

What does a great business report look like? If you’re not sure what sections your report should have, you’ll learn what to include in the following lines.

Business Report Formatting

Different types of reports require different lengths and structures, so your business report format may depend on what elements your report needs to have. For example, progress reports are typically pretty simple, while analytical or explanatory reports are a different story.

However, most reports will start with a title and a table of contents, so the person reading the report knows what to expect. Then, add a summary and move on to the introduction. After you’ve written the body and the conclusion, don’t forget to include suggestions based on your findings that will help your team create an actionable plan as you move forward.

After that, list the references you used while creating the report, and attach any additional documents or images that can help the person reading the report understand it better.

This outline may vary depending on what kind of report you’re writing. Short business reports may not need a table of contents, and informative reports won’t contain any analyses. Also, less formal reports don’t need to follow a strict structure in every situation.

Business Report Contents

When it comes to the contents of your report, keep in mind the person who’s going to read it and try to balance between including all the relevant information, but not overwhelming the reader with too many details.

The introduction to the report should state the reason why you’re writing it, and what its main goal is. Also, mention what methodology and reporting software you’ve used, if applicable.
The body of the report is where you’ll expose all your key findings, explain your methodology, share the important data and statistics, and present your results and conclusion.
The conclusion , similarly to the summary you’ll add at the beginning of the report, briefly singles out the most important points and findings of the report.

If you decide to include more sections like recommendations, this is where you’ll suggest the next steps your team or the company may want to take to improve the results or take advantage of them if they’re favorable.

PRO TIP: Are You Tracking the Right Metrics for Your SaaS Company?

As a SaaS business leader, there’s no shortage of metrics you could be monitoring, but the real question is, which metrics should you be paying most attention to? To monitor the health of your SaaS business, you want to identify any obstacles to growth and determine which elements of your growth strategy require improvements. To do that, you can track the following key metrics in a convenient dashboard with data from Profitwell:

Recurring Revenue. See the portion of your company’s revenue that is expected to grow month-over-month.
MRR overview. View the different contributions to and losses from MRR from different kinds of customer engagements.
Customer overview . View the total number of clients your company has at any given point in time and the gains and losses from different customer transactions.
Growth Overview . Summarize all of the different kinds of customer transactions and their impact on revenue growth.
Churn overview. Measure the number and percentage of customers or subscribers you lost during a given time period.

If you want to track these in ProfitWell, you can do it easily by building a plug-and-play dashboard that takes your customer data from ProfitWell and automatically visualizes the right metrics to allow you to monitor your SaaS revenue performance at a glance.

You can easily set it up in just a few clicks – no coding required.

To set up the dashboard, follow these 3 simple steps:

Step 1: Get the template

Step 2: Connect your Profitwell account with Databox.

Step 3: Watch your dashboard populate in seconds.

Note : Other than text, make sure you include images, graphs, charts, and tables. These elements will make your report more readable and illustrate your points.

Whether you’re writing a specific type of business report for the first time or you simply want to improve the quality of your reports, make sure you follow this comprehensive guide to writing an effective business report.

Do Your Research
Create an Outline
Determine Formatting Guidelines
Think of an Engaging Title
Write the Introduction
Divide the Body of the Report into Sections
Choose Illustrations
Conclude Effectively
Gather Additional Documentation
Add a Summary
Proofread Your Work

Step 1: Do Your Research

A well-planned report is a job half done. That means you need to do research before you start writing: you need to know who you’re writing for and how much they know about the topic of your report. You need to explore the best business dashboard software and templates you can use for your report.

Also, if you believe you will need additional resources and documents to add in the appendix, you should do it during this phase of report writing.

Step 2: Create an Outline

Once you’ve gathered the resources, it’s time to plan the report. Before you start writing, create an outline that will help you stick to the right structure. A business report is complex writing in which you can get lost very easily if you don’t have a clear plan.

Moreover, the report shouldn’t be complicated to read, so sticking to a plan will allow you to keep it concise and clear, without straying from the topic.

Step 3: Determine Formatting Guidelines

Most companies have their in-house formatting that every official document has to follow. If you’re not sure if such rules exist in your company, it’s time you checked with your managers.

If there arent’ any guidelines regarding formatting, make sure you set your own rules to make the report look professional. Choose a simple and readable format and make sure it supports all the symbols you may need to use in the report. Set up proper headings, spacing, and all the other elements you may need in Word or Google Docs.

Pro tip: Google Docs may be easier to share with people who are supposed to read your business report.

Step 4: Think of an Engaging Title

Even if you’re writing a formal business report, the title should be clear and engaging. Reports are typically considered dull as they’re a part of official business documentation, but there’s no reason why you can’t make them interesting to read. Your title should suit the report topic and be in different font size so the reader can recognize it’s a title. Underneath the title, you should add the name of the author of the report.

Step 5: Write the Introduction

A good introductory paragraph for a business report should explain to the reader why you’ve written the report. Use the introduction to provide a bit of background on the report’s topic and mention the past results if there’s been a significant improvement since your last report.

Step 6: Divide the Body of the Report into Sections

As this will be the most comprehensive part of your report, make sure you separate the data into logical sections. Your report is supposed to tell a story about your business, and these sections (such as methodology, hypothesis, survey, findings, and more) will help the data look well-organized and easy to read.

Step 7: Choose Illustrations

Of course, each of these sections should be followed with charts, graphs, tables, or other illustrations that help you make a point. Survey results are typically best displayed in pie charts and graphs, and these enable the reader to visualize the data better. From the formatting point of view, breaking the long text sections with illustrations makes the report more readable.

Pro tip: Using centralized dashboard solutions like Databox can bring your reporting game to the next level. Sign up for a forever-free trial now to see how you can use Databox to track and visualize performance easier than ever before .

Step 8: Conclude Effectively

Finish your report with a to-the-point conclusion that will highlight all the main data from the report. Make sure it’s not too long, as it’s supposed to be a summary of the body of the report. In case you don’t want to add a specific section for recommendations, this is where you can include them, along with your assessments.

Step 9: Gather Additional Documentation

If you’ve determined what additional documents, images, surveys, or other attachments you may need for your report, now is the time to collect them. Request access to those you may not be able to get on time, so you have everything you need by the deadline. Copy the documents you can use in the original form, and scan the documents you need in electronic format.

Step 10: Add a Summary

The summary is usually at the top of the report, but it’s actually something you should write after your report is completed. Only then will you know exactly what your most relevant information and findings are, so you can include them in this brief paragraph that summarizes your report’s main points.

The summary should tell the reader about the objective of the report, the methodology used, and even mention some of the key findings and conclusions.

Step 11: Proofread Your Work

It may seem like common sense, but this final step of the process is often overlooked. Proofreading your work is how you make sure your report will look professional because errors can ruin the overall impression the reader will form about your work, no matter how great the report is.

Look for any spelling or grammatical mistakes you can fix, and if you’re not sure about specific expressions or terminology, use Google to double-check it. Make sure your writing is to-the-point and clear, especially if you’re writing for people who may not know the industry so well. Also, double-check the facts and numbers you’ve included in the report before you send it out or start your reporting meeting.

Business Report Examples (with Ready-to-Use Templates)

Here, we’re sharing a few business reporting examples that you can copy, along with ready-to-use and free-to-download templates. If you don’t know where to start and what to include in different types of business reports, these business report examples are a great way to get started or at least get some inspiration to create yours.

Activity Report Example

Annual report example, project status report example, financial report example, sales report example, marketing report example.

Note : Each of the business report templates shared below can be customized to fit your individual needs with our DIY Dashboard Designer . No coding or design skills are necessary.

For reporting on sales activity, HubSpot users can rely this streamlined sales activity report that includes key sales metrics, such as calls, meetings, or emails logged by owner. This way, you can easily track the number of calls, meetings, and emails for each sales rep and identify potential leaks in your sales funnel. Check all our sales team activity dashboards here. Or if you are looking for dashboards that track general sales performance, browse through all Databox sales dashboards here.

If you’re preparing for annual reporting, you will benefit from choosing this HubSpot annual performance report . It contains all the relevant metrics, such as email and landing page performance, new contacts, top blog posts by page views, and more. See all our performance dashboard templates here.

Project status reports can be very similar to progress reports. If you’re in need of one of those, here’s an example of a Project overview dashboard from Harvest that shows that can help you create simple, but well-organized report based on metrics that matter: hours tracked, billable hours, billable amount split by team members., and more. Check out more project management dashboard templates we offer here.

Are you creating a financial report? You will find this QuickBooks + HubSpot integration a great choice for a financial performance dashboard that makes creating a report simple. This dashboard focuses on the essential financial report

ting metrics and answers all your revenue-related questions. See all Databox financial dashboards here.

If you’re tracking your sales team’s monthly performance, this sales report template will help you prepare an outstanding report. Check out all the vital productivity KPIs, track your progress towards your goals, and understand well how your current sales pipeline is performing. See all sales performance dashboards we have available here.

Marketing reports can be easily prepared by using this monthly marketing report template . With HubSpot’s reporting, you can determine where your website traffic is coming from, how your landing pages and specific blog posts are performing, and how successful your email campaigns are. Browse all Databox marketing dashboards or marketing report examples here.

Create a Professional Business Report in No Time with Databox

Does creating a business report still sound like a daunting task? It doesn’t have to be with Databox.

In times when we’re all trying to save our time and energy for things that matter rather than scattering valuable resources on tedious, repetitive tasks, it’s critical to optimize your business process. And we want to help you do just that.

Using a business reporting dashboard enables you to track data from all the different tools you’re using – but in one place. With Databox, you can monitor and report on performance in a single dashboard that is optimized for all your favorite devices and you can create streamlined and beautiful dashboards even if you are not that tech-savvy. (no coding or design skills are required).

Automating business reporting has never been easier. And with Databox, you can do exactly that in just a few clicks. Sign up now and get your first 3 business dashboards for free.

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Crafting a Winning Business Plan Conclusion Example

When developing a comprehensive business plan, every section plays a pivotal role in conveying your business’s vision and strategy. However, the conclusion is particularly impactful, serving as the final opportunity to leave a lasting impression on readers. This critical segment wraps up your plan, reinforcing the key concepts you’ve presented throughout the document. Moreover, an effective conclusion not only summarizes essential points but also inspires action, encouraging potential investors or partners to engage with your business further. With an impressive business plan conclusion example, you can effectively summarize your objectives and motivate stakeholders to join your journey.

Your conclusion should reflect the essence of your business while making a strong case for its potential. It is the element of your plan that can convert interest into actionable steps, whether that means securing funding, forming strategic partnerships, or generating enthusiasm among your team. In this article, we will explore the importance of a strong conclusion, the elements necessary to make it impactful, and provide you with effective examples that can guide you in writing your own. Understanding how to craft this segment can significantly improve your overall business plan, making it more compelling and persuasive. Let’s delve into how to create a conclusion that resonates with your audience.

Effective Business Plan Conclusion Examples to Inspire Your Own

Creating a solid business plan is crucial for anyone looking to start or grow a business. The conclusion often gets overlooked but is essential in tying together your business plan. An effective conclusion not only reiterates your key points but also provides inspiration and a call to action for your readers. Here’s how to craft an impactful business plan conclusion.

The Importance of a Strong

A well-crafted conclusion gives your audience a lasting impression. It summarizes your entire plan, ensuring no key points get lost in details. Furthermore, it can guide potential investors and partners in understanding the direction of your business. Here are some critical elements to include:

Recap Key Highlights: Remind readers of your unique selling propositions and financial projections.
State Your Vision: Share where you see your business headed, emphasizing growth and sustainability.
Call to Action: Encourage readers to take the next step, whether that’s investing, partnering, or simply reaching out for more information.

Examples of Effective Business Plan Conclusions

Let’s look at some practical examples to see how you can articulate your own conclusion effectively.

Example 1: The Visionary Approach

“In summary, [Your Business Name] aims to revolutionize the way consumers engage with fitness. Our innovative platform connects users to personalized training programs powered by top-tier fitness experts. As we move forward, our goal is to achieve a 200% growth in our user base within the next two years. We invite you to join us on this exciting journey and be a part of transforming the fitness industry.”

Example 2: The Financial Focus

“To conclude, our projections indicate that [Your Business Name] will not only break even within the first year but will also generate a profit margin of 30% by the end of year three. With your support, we can fast-track our growth and dominate the market. Let’s work together to make this vision a reality.”

Example 3: The Community-Oriented Approach

“As we have outlined, [Your Business Name] is committed to building a community-centered business model that values customer feedback and innovation. By promoting sustainability and ethical practices, we will establish a brand that resonates with our consumers. We encourage you to come aboard and help fuel this meaningful change.”

Crafting Your Own Business Plan

When writing your conclusion, keep in mind the reader’s perspective. Here are some techniques you can use:

Keep It Concise: Avoid unnecessary jargon. Provide a straightforward summary that is easy to understand.
Show Enthusiasm: Use positive language that reflects your passion for your business. This feeling can be contagious.
Be Clear: Ensure your call to action is specific. Mention how you would like the reader to respond or engage with you.

Final Thoughts

An effective conclusion should inspire potential investors and partners to act. Utilize these examples to guide your writing, ensuring that your business plan radiates clarity and confidence. Remember, the final impression can often matter more than the details. Engage your readers and inspire them to see the potential in your business.

By incorporating these strategies, you will create a powerful conclusion that not only summarizes your business plan but also enhances its overall impact. Your conclusion should leave readers excited about the future of your business and eager to be a part of it.

Use these examples as a template or inspiration while crafting your own business plan conclusion. Keep your core message clear, passionate, and inviting. This approach will help you connect with your audience on a deeper level while encouraging them to take the necessary steps to take action.

Key Components of a Strong Business Plan

A strong business plan is crucial for anyone looking to start or expand their business. It serves as a roadmap, guiding you through the various steps of your business journey. It also helps attract investors and secure financing by showcasing your vision and the viability of your business. To create an effective business plan, there are several key components you should include.

Executive Summary

The executive summary is the first part of your business plan, although it is often written last. It provides a brief overview of your entire plan. This section should highlight your business idea, the mission statement, your target market, and the key financial information. Keep it concise to grab the reader’s attention while providing essential details on your business goals.

Business Description

In the business description section, elaborate on what your business does and what products or services you offer. Include information about the industry landscape, your business structure (e.g., LLC, corporation), and your unique selling proposition. This section lets potential investors understand the purpose and scope of your business.

Market Analysis

Your market analysis provides insight into your target market and the competitive landscape. This section should include:

Industry Overview: Analyze the current state of your industry, including trends and growth potential.
Target Market: Describe your ideal customers, their demographics, and behaviors.
Competitive Analysis: Identify your main competitors, their strengths and weaknesses, and your competitive advantage.

Organization and Management

In this section, outline your business’s organizational structure and management team. Include bios of key team members, their roles, and their relevant experience. This information helps establish credibility and demonstrates that you have a capable team to execute your business plan.

Products or Services

Detail what products or services you plan to offer. This section should cover:

Description: Describe each product or service along with its features and benefits.
Pricing Strategy: Explain your pricing structure and how it compares to your competitors.
Product Lifecycle: Discuss the expected lifespan of your products and any plans for updates or new offerings.

Marketing and Sales Strategy

Outlining your marketing and sales strategy is crucial. This section should cover how you plan to attract and retain customers. Consider including elements such as:

Promotion: Discuss your advertising, branding, and public relations strategies.
Distribution Channels: Explain where and how customers will buy your products or services.
Sales Strategy: Outline your sales process and any sales objectives you aim to achieve.

Funding Requirements

If you are seeking financing , be clear about your funding requirements. Specify how much money you need, how you plan to use it, and potential funding sources. Investors want to know how their money will help grow your business and generate returns.

Financial Projections

Financial projections are essential to demonstrate your business’s profitability. Include forecasts for:

Income Statement: Project your revenue, expenses, and profits for the next three to five years.
Cash Flow Statement: Layout your projected cash inflows and outflows.
Balance Sheet: Provide an estimate of your business assets, liabilities, and equity at specific periods.

The appendix contains any additional information or documents that support your business plan. This might include resumes of team members, legal agreements, product images, and other supporting documents. While it is not mandatory to have an appendix, including pertinent documents can enhance your plan’s credibility.

Creating a strong business plan requires careful thought and attention to detail. Each component plays a vital role in presenting your business idea in the best light possible. By including all these sections, you will provide potential investors with a comprehensive view of your business strategy, helping you achieve your goals.

Common Mistakes in Business Plan Conclusions

When creating a business plan, it’s crucial to focus on every section, particularly the conclusion. Many entrepreneurs overlook this final part, thinking it doesn’t hold much weight. However, the conclusion can be the difference between securing investment and losing potential supporters. Here are common mistakes to watch out for when crafting the conclusion of your business plan.

Neglecting to Summarize Key Points

One significant error is failing to summarize the essential aspects of the business plan. The conclusion should revisit the main goals, strategies, and financial projections. It effectively reinforces your ideas and reminds the reader why your business concept is compelling.

Consider including a brief recap of:

Your business objectives
The target market you aim to reach
Your unique selling proposition (USP)
The projected revenue and growth

Being Too Vague

Another mistake is being too vague in the conclusion. Statements like “We plan to be successful” do not offer concrete information. Utilize your conclusion to present clear, definitive plans and goals that substantiate your vision. Remember, investors want to know precisely how you plan to achieve success.

Ignoring the Importance of a Call to Action

A compelling conclusion ends with a call to action. Many entrepreneurs forget to invite their readers, especially potential investors, to take the next step. Whether it’s scheduling a meeting or providing contact information for further discussions, clearly guiding the reader on how to engage with you can enhance the effectiveness of the conclusion. Consider phrases like:

“We invite you to discuss this exciting opportunity further.”
“Reach out to us if you’re interested in learning more.”
“Let’s connect and explore this venture together.”

While Blending Emotions with Facts

While appealing to emotions is important, the conclusion should primarily focus on facts and figures. Relying too heavily on emotional language can lead to skepticism from potential investors. It’s essential to strike a balance between passion for your business and the provision of quantitative data that supports your claims. Show enthusiasm, but also ensure your business plan holds up under scrutiny.

Failure to Highlight Unique Advantages

Another common pitfall is neglecting to reiterate your unique advantages. Investors need to understand what makes your business special. Use this final opportunity to reinforce how your offering stands out in the market and why consumers will choose you over competitors. Clearly articulate your differentiators, such as innovative technology, superior customer service, or exceptional quality.

Overlooking Future Potential

Many forget to illustrate the long-term potential of the business. Just demonstrating current market position isn’t enough. Discuss how the business can grow and evolve. Mention upcoming trends, potential scaling opportunities, or new product launches that could expand your market reach. By painting a picture of future success, you create an enticing proposition for stakeholders.

Keep in mind these mistakes as you finalize your business plan’s conclusion. A well-structured and thoughtful conclusion can leave a lasting impression. Avoid vague statements, focus on facts over emotions, and ensure you clearly outline your unique advantages and future potential. A well-crafted conclusion not only summarizes your business plan but also serves as a powerful tool to engage and convince your audience.

Ultimately, the conclusion of your business plan has the potential to seal the deal. Revisit each aspect with care, ensuring you communicate your vision with clarity and conviction. A strong conclusion can make investors feel confident about joining you on your entrepreneurial journey.

How to Summarize Your Business Goals Creatively

Setting and summarizing business goals effectively can determine the success of your enterprise. It’s crucial to do this in a way that not only communicates your objectives but also inspires your team and stakeholders. Here are some creative methods to summarize your business goals that can engage and motivate others.

Visual Storytelling

Using visual elements can help in summarizing complex business goals. You can create infographics that portray your goals visually. This method allows you to convey information quickly and in an engaging manner. Consider using:

Charts to represent growth targets.
Icons to symbolize key objectives.
Color codes to differentiate between various types of goals—short-term versus long-term.

Visual storytelling makes the goals memorable. Your team is more likely to remember a vivid infographic than a plain text document. When presenting to stakeholders, a well-designed visual can significantly enhance understanding and retention.

Catchy Taglines and Slogans

Creating a catchy tagline or slogan for each goal can transform the way you communicate your objectives. A memorable phrase can encapsulate the core idea of a goal, making it easy for everyone to recall. For example:

If your goal is to improve customer satisfaction, a tagline like “Delighting Customers, Every Time!” sets a clear expectation.
A slogan such as “Innovate to Elevate!” can succinctly express your goal of product development.

When your team feels connected to these phrases, it fosters a sense of ownership and pride. Slogans can be shared in meetings, emails, or even on social media to maintain focus.

Goal Mapping

Turning your goals into a mind map can help everyone visualize the paths toward achieving them. These maps showcase relationships between goals, enabling your team to understand the bigger picture. In your mind map, you can:

Place your primary objective at the center.
Branch out to show key performance indicators (KPIs).
Present action items linked to each goal for clarity.

This method not only inspires creativity but also encourages collaboration, as team members can contribute their ideas on how to achieve specific targets.

Storytelling Techniques

Everyone loves a good story. Weave your business goals into a narrative format that highlights their significance. By framing your goals like a story, you can engage your audience emotionally. For instance, share a client success story to illustrate your goal of expanding your market reach. Include:

The challenge faced by the client.
The innovative solution your business provided.
The remarkable results achieved.

This storytelling technique helps your audience see the potential impact of achieving these goals, thereby creating a sense of urgency and importance.

Interactive Workshops

Organize interactive workshops where team members can collaborate in brainstorming sessions. Encourage them to share their interpretations of the business goals. You can use tools like:

Whiteboards for jotting down ideas.
Post-it notes for goal prioritization.
Digital brainstorming apps for remote teams.

These workshops can generate creative solutions while allowing everyone to play a part in the summarization process. It helps foster a stronger team bond and a shared commitment to achieving the goals.

Regular Check-Ins

Summarizing your business goals isn’t a one-time activity. Schedule regular check-ins to review progress and reframe objectives as needed. Use these sessions to:

Celebrate accomplishments and milestones.
Identify hurdles and brainstorm solutions.
Reiterate and refresh goal summaries.

Continuous communication keeps everyone aligned and motivated. It creates a culture of accountability and progress tracking.

Utilizing these creative methods can invigorate the process of summarizing your business goals. You not only clarify intentions but also maintain motivation among your team. Remember, the more engaging and relatable your goals are, the better the chances of achieving them!

The Importance of a Compelling Conclusion in Business Plans

When crafting a business plan, every section holds its own weight. Yet, the conclusion is unique; it’s the final push, the moment of clarification. A compelling conclusion in a business plan isn’t just an ending—it’s a strategic advantage. It summarizes your vision and solidifies the reader’s trust in your business idea. Here’s why a strong conclusion is vital and how to make it effective.

Firstly, the conclusion encapsulates the entire plan. After presenting a multitude of data, strategies, and ideas, the conclusion allows you to tie all these threads together. It provides a final perspective on how your business will succeed. In doing so, it reinforces key points and makes your overall argument more persuasive.

This section serves as a call to action. You aim to inspire your readers—potential investors, partners, or stakeholders—to take the next steps with you. A compelling conclusion should ignite enthusiasm. Use clear and impactful language to demonstrate your passion and commitment to the business venture. When readers can feel your genuine excitement, they are more likely to engage with your proposal.

To craft an impactful conclusion, consider the following elements:

Recap Key Elements: Highlight the most crucial points from your business plan. This creates a quick mental refresher for readers and ensures they remember your strengths.
Vision and Goals: Reiterate your long-term vision and goals. Be specific about where you see your business in the coming years and how you plan to get there.
Value Proposition: Clearly restate the unique value your business offers. Make it clear why your venture stands out from the competition.
Actionable Next Steps: Whether it’s a request for funding or a meeting to discuss specifics, clearly outline what you want from your readers. Provide direction for how to proceed.

While writing the conclusion, ensure it remains concise yet comprehensive. Avoid unnecessary jargon that could confuse your audience. Remember, simplicity enhances clarity. Use straightforward language and articulate your ideas in a way that resonates with your readers.

Additionally, a strong conclusion helps to build credibility. It gives an opportunity to convey your knowledge and expertise in the field. By confidently presenting your arguments, you invite readers to share in your vision while establishing trust. This trust is essential when pursuing financial support or partnerships.

In the realm of business plans, a persuasive conclusion can also set the tone for subsequent discussions. If the outcome you’re after is funding, investors often look for reassurance that their money is going to a solid concept. Highlighting your market research and potential ROI can make your pitch more enticing. Tailor your conclusion to reflect what specific stakeholders are looking for, making their interests a priority.

Moreover, leveraging emotional appeals in your conclusion can enhance its effectiveness. People often connect with stories. A brief anecdote about a challenge you faced or a success can humanize your business plan and make it more relatable. Remember to keep the emotion professional, aligning it with your business goals.

Practice makes perfect. Revise your conclusion multiple times. Make sure each word earns its place and that it flows smoothly. Seek feedback from mentors or colleagues who can offer constructive criticism. Their insights can help refine your final submission and make it stronger.

The conclusion is not merely a summary; it’s the heart of your business plan. It’s where passion meets strategy, and it can significantly influence your audience’s perception. Crafting a compelling conclusion may seem daunting, but with focus and clarity, it can become your secret weapon in persuading your audience. Embrace the power of persuasive writing, and let your conclusion shine as a reflection of your ambition and drive.

Strategies for Writing a Persuasive Business Plan Conclusion

When crafting a business plan, the conclusion isn’t just the last word; it’s a vital component that can seal the deal for investors, partners, or stakeholders. A compelling conclusion pulls together the key points while leaving the reader with a strong impression. Here are some effective strategies for writing a persuasive business plan conclusion.

Reinforce Your Vision

Your conclusion should clearly express the big picture of your business. Remind the reader of your company’s purpose and how it stands out in the market. Highlight your vision and mission statement, emphasizing their significance. For example:

Vision Statement: “Our vision is to revolutionize the way people approach sustainable living.”
Mission Statement: “Our mission is to provide eco-friendly products that promote a greener lifestyle.”

By reaffirming these statements, you solidify the foundation upon which your business stands.

Summarize Key Points

While brevity is crucial, it’s equally important to remind your audience of your plan’s key highlights. Summarize essential elements like:

Market Analysis: A brief overview of opportunities identified in the market.
Target Audience: Key demographics and their needs.
Unique Selling Proposition (USP): What sets your business apart from competitors.
Financial Projections: Key financial metrics, such as expected revenue growth or profit margins.

Keep these summaries concise but insightful. This helps the reader recall the core arguments presented throughout the document.

Highlight Benefits

Shift the focus to the benefits that the reader can expect from supporting your business. Outline what investors will gain—whether through profit margins, market share growth, or long-term stability. Make it personal. Use “you” language to engage directly with your audience, like:

“By investing in our company, you’ll play a key role in supporting sustainable communities.”
“Your partnership will not only yield substantial returns but also contribute to a brighter future.”

When readers see the potential personal or financial gain, their interest peaks.

Incorporate a Call-to-Action

A persuasive business plan conclusion should contain a powerful call-to-action (CTA). This encourages your audience to take the next step, whether that’s scheduling a follow-up meeting, making an investment, or simply expressing interest. Some examples of CTAs might include:

“Contact us today to explore how you can be part of this exciting journey.”
“Join us in making a difference in the community; let’s discuss how we can work together.”

Strong CTAs compel readers to act rather than just ponder your proposal.

Conclude with Confidence

End your conclusion confidently. Use assertive language that communicates your belief in your business plan’s success. Phrases such as “We are confident that our innovative approach will capture the market” or “We are poised to lead the industry in innovation and customer satisfaction” express that you truly believe in your project. Such confidence can be contagious; it can encourage investors to feel the same way.

Polish Your Tone

While crafting your conclusion, maintain a professional yet approachable tone. Avoid jargon and complicated terms that might alienate your audience. Simple, clear language resonates better and facilitates understanding. For instance, instead of saying, “Our proprietary technology augments operational efficiencies,” say, “Our technology makes it easier for businesses to operate smoothly.”

Remember that the final words of your business plan are impactful. They can inspire action, commitment, and investment. By reinforcing your vision, summarizing key points, highlighting benefits, incorporating a call-to-action, and concluding with confidence, you’ll create a strong business plan conclusion that resonates with your readers.

As you draft your conclusion, also consider reviewing similar successful plans for inspiration. Learning from others solidifies your understanding and enhances your writing style. Taking the time to perfect this section of your business plan can be the difference between securing funding or leaving potential support on the table.

Real-Life Business Plan Conclusion Success Stories

Crafting a business plan is a crucial step in building a successful venture. However, the culmination of that plan—the conclusion—can often be overlooked. A solid conclusion not only wraps up the document but also emphasizes key points that can motivate investors and stakeholders to take action. Here, we explore real-life examples of business plans with effective conclusions that led to success.

One remarkable case is Airbnb . When the founders, Brian Chesky and Joe Gebbia, crafted their initial business plan, their conclusion struck a chord with potential investors. They highlighted the potential of creating a global community of travelers and hosts, emphasizing the mission to democratize travel. This personal touch in their conclusion resonated, paving the way for Airbnb to disrupt the hospitality industry and achieve a multibillion-dollar valuation.

Another notable example is Dropbox . In its early stages, Dropbox’s co-founder Drew Houston provided an engaging conclusion that focused on the growing need for cloud storage solutions. He tied in real-life uses of the product that showcased its potential. By illustrating how Dropbox could save time and reduce complexity, Houston made a compelling case for investment. This clear vision and a focused conclusion helped Dropbox secure the funding it needed to innovate and expand.

Then there’s Warby Parker . Known for their affordable eyewear, Warby Parker’s business plan included a conclusion that outlined their commitment to social responsibility. They integrated the “Buy a Pair, Give a Pair” model, which appealed to consumers’ desire to make a positive impact. This conclusion did more than summarize the plan; it conveyed a deep connection to their audience, which significantly contributed to their rapid growth.

Effective conclusions not only summarize the business plan but also project enthusiasm and vision. Here are key elements that make a conclusion impactful:

Highlight of Mission and Vision: Clearly state your mission and the vision for the future. This should align with the company goals and paint a vivid picture of success.
Call to Action: Encourage investors or stakeholders to take specific actions. This might be to invest, to join your mission, or to try your product.
Summary of Key Points: Briefly recap the most important aspects of your plan, reinforcing why it’s worth the investment.
Market Potential: Provide data or projections that reflect the industry potential. Show why this is the right time to invest in your company.

In the fast-paced tech world, companies like Squarespace have also used their business plan conclusions to emphasize innovation. Their conclusion cohesively linked the evolution of web design to a need for simplicity and elegance. By painting a clear connection between their services and the user needs, Squarespace was able to attract significant investments and market traction.

Another inspiring example comes from Peloton . Their business plan conclusion touched upon the growing trend of home fitness and how Peloton provides not just a product, but a community. They showcased testimonials from users who found motivation and connections through their platform. This emotional narrative drew in investors who believed in the brand’s potential to grow exponentially.

Successful business plans often reflect a deep understanding of the market, and their conclusions can resonate on a personal level with potential backers. One proven strategy is to include customer stories or experiences that illustrate product effectiveness. This storytelling approach creates an emotional connection, making it easier for investors to envision the company’s future.

A well-crafted business plan conclusion is not just the final word; it’s an opportunity to make a memorable impact. Businesses like Airbnb, Dropbox, Warby Parker, Squarespace, and Peloton show how powerful a strategic conclusion can be. Through clarity, vision, and relatability, these companies successfully captured the attention of investors and achieved remarkable growth. Whether you’re drafting your first business plan or refining an existing one, ensure your conclusion leaves a lasting impression. This critical element may very well determine the trajectory of your business journey.

Crafting a successful business plan conclusion is more than just summarizing your key points; it’s your opportunity to make a lasting impression on readers. A well-written conclusion encapsulates the essence of your business strategy, reinforcing the vision and direction you’ve laid out. By including effective business plan conclusion examples, you can see firsthand how impactful your final remarks can be. They serve as a catalyst for interest and action, motivating investors or partners to engage with your venture.

When constructing your business plan conclusion, be sure to highlight the key components you’ve discussed throughout the document. This means revisiting your business goals and objectives and aligning them with the points made in the body of your plan. Common mistakes in business plan conclusions often stem from failing to connect these dots, leaving readers unclear about your overall vision. Instead of creating a generic closing statement, infuse creativity into your summary. Use storytelling techniques to make your goals relatable and memorable, helping your audience envision the future you are striving to create.

The importance of a compelling conclusion cannot be overstated. It is this final section that can spark excitement or investment. A persuasive conclusion leaves a lingering impact, encouraging readers to see the value in your business. Utilize strategies like calling to action, emphasizing the market opportunity, or sharing real-life success stories. These elements can help illustrate how your business can achieve its goals and resonate with the audience.

As you craft your business plan conclusion, remember that clarity and brevity are key. Let your passion shine through, and ensure that every word adds value to your overall message. By combining inspiration with a clear vision, you empower your business plan to stand out. A strong conclusion not only solidifies your ideas but also breeds confidence among your audience, positioning your business for successful engagement and future growth.

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Business Plan Templates

How to write the conclusion section of your business plan.

This tutorial explains how to write the conclusion for a business document, for example, a report, thesis, project, or any document that needs a section to gather together the main points.

The structure of the conclusion is as follows:

Reviewing this conclusion, we can see that it mirrors the structure of the executive summary. This serves several purposes:

Reminding the reader of the messages made in the executive summary
Reinforce the main message the authors want to highlight
Laying information throughout the white paper to nudge the reader in the right direction.

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Business Plan (8) – Conclusion and Appendices

In Part 8 of our Guide to Writing a Business Plan we look at the ‘Conclusion’.

12. Conclusion

A business plan conclusion, doesn’t need to be very long, in fact, it can be pretty brief.

Your conclusion should; reiterate the opportunity, highlight the key strengths of your plan, summarise your vision, and remind the reader why your business is in a position to successfully execute the plan.

If you are looking to raise funding with your plan, you should detail the finance required.

Depending on who the plan is for, you could also include a ‘call-to-action’, telling the readers what they need to do next.

Add any Appendices

Finally, add any appendices that are relevant and strengthen your business plan.

You should put detailed information that supports your plan but is too ‘heavy’ to include in the main body, in an appendix. These could include things like; additional statistics, results of research that you have done, or maps.

Business Plan Conclusion Tips

This is a good time to transmit your optimism without exaggerating
Leave the reader feeling positive

The guide was written with help from the EBP Business Plan Designer Team.

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4 Tips on How to Write Conclusion Business Report

Table of Contents

To write conclusion business report that portrays an accurate picture takes careful planning and relying on the major points highlighted in the report.

It is one thing to compile and analyze critical data in a single place for easy access by users of the information. It is another thing to synthesize and organize the information as a conclusion.

Here are four tips on how to write a conclusion business report that speaks louder than words.

How to Write Conclusion Business Report

Your business report’s conclusion will leave a lasting impression and boost your chances of success . End on a positive note to show you care about your readers and can give what they desire.

1. Outline the Major Points

The most efficient method of conveying information is to explain something in-depth and then restate the key points. In a business report, summarizing the findings for the reader is an essential part of the last section. Just as an introduction or executive summary should summarize key points before concluding, so should your summary.

Stay away from specifics; your report already contains all the information your reader needs. Only the most crucial aspects of your analysis, whether they be brand-new data, forecasts, or an explanation, should be highlighted for the reader. Refrain from surprising the reader with new material that wasn’t covered elsewhere in the report. It will just produce confusion.

2. Give Action Plan

After summarizing the report, it is vital to make recommendations or action plans based on the findings. This doesn’t need to be detailed. But, it should convey your general impressions of the report and the steps you think are necessary to accomplish the task. The task, in this case, could be to fix the problem or implement the solution.

“Based on the findings of this report, I recommend that we study XYZ’s financial records for the past three years. And, if we find them to be acceptable, set up a meeting with the board of directors to present our acquisition plan.” Business reports provide essential data and assessments to companies.

3. Make Projections With Facts

If your report is meant to be more than a dry compilation of data, explain why the information you just presented is relevant. For instance, after presenting reports on a new competitor, discuss its possible impact on sales and offer solutions.

4. Be Analytical

Give the reader some incentive to read your report and implement your suggestions. Give the reader clear instructions on how to apply the supplied information and explain how it will help. Tell the reader the benefits of investing in your project or sending you on a company-funded training or seminar.

For Instance,

Your employer may spend $1,500 sending you to a conference, but what you learn will improve business income by $70,000.

Appendices containing charts, graphs, a budget, images, and other supporting materials should be included after the report’s main body to bolster your argument further. Including this detail in the report’s main text could make reading the report tedious or time-consuming.

Business reports should always conclude with evidence that you researched and supported your claims.

Your business report should have a clear goal, make a list with actionable items, and make projections. Write conclusion business report by summarizing the significant points in the report. It should spur analytical thinking on the part of the reader.

4 Tips on How to Write Conclusion Business Report

Abir Ghenaiet

Abir is a data analyst and researcher. Among her interests are artificial intelligence, machine learning, and natural language processing. As a humanitarian and educator, she actively supports women in tech and promotes diversity.

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Business Plan Example and Template

Learn how to create a business plan

What is a Business Plan?

A business plan is a document that contains the operational and financial plan of a business, and details how its objectives will be achieved. It serves as a road map for the business and can be used when pitching investors or financial institutions for debt or equity financing .

Business Plan - Document with the words Business Plan on the title

A business plan should follow a standard format and contain all the important business plan elements. Typically, it should present whatever information an investor or financial institution expects to see before providing financing to a business.

Contents of a Business Plan

A business plan should be structured in a way that it contains all the important information that investors are looking for. Here are the main sections of a business plan:

1. Title Page

The title page captures the legal information of the business, which includes the registered business name, physical address, phone number, email address, date, and the company logo.

2. Executive Summary

The executive summary is the most important section because it is the first section that investors and bankers see when they open the business plan. It provides a summary of the entire business plan. It should be written last to ensure that you don’t leave any details out. It must be short and to the point, and it should capture the reader’s attention. The executive summary should not exceed two pages.

3. Industry Overview

The industry overview section provides information about the specific industry that the business operates in. Some of the information provided in this section includes major competitors, industry trends, and estimated revenues. It also shows the company’s position in the industry and how it will compete in the market against other major players.

4. Market Analysis and Competition

The market analysis section details the target market for the company’s product offerings. This section confirms that the company understands the market and that it has already analyzed the existing market to determine that there is adequate demand to support its proposed business model.

Market analysis includes information about the target market’s demographics , geographical location, consumer behavior, and market needs. The company can present numbers and sources to give an overview of the target market size.

A business can choose to consolidate the market analysis and competition analysis into one section or present them as two separate sections.

5. Sales and Marketing Plan

The sales and marketing plan details how the company plans to sell its products to the target market. It attempts to present the business’s unique selling proposition and the channels it will use to sell its goods and services. It details the company’s advertising and promotion activities, pricing strategy, sales and distribution methods, and after-sales support.

6. Management Plan

The management plan provides an outline of the company’s legal structure, its management team, and internal and external human resource requirements. It should list the number of employees that will be needed and the remuneration to be paid to each of the employees.

Any external professionals, such as lawyers, valuers, architects, and consultants, that the company will need should also be included. If the company intends to use the business plan to source funding from investors, it should list the members of the executive team, as well as the members of the advisory board.

7. Operating Plan

The operating plan provides an overview of the company’s physical requirements, such as office space, machinery, labor, supplies, and inventory . For a business that requires custom warehouses and specialized equipment, the operating plan will be more detailed, as compared to, say, a home-based consulting business. If the business plan is for a manufacturing company, it will include information on raw material requirements and the supply chain.

8. Financial Plan

The financial plan is an important section that will often determine whether the business will obtain required financing from financial institutions, investors, or venture capitalists. It should demonstrate that the proposed business is viable and will return enough revenues to be able to meet its financial obligations. Some of the information contained in the financial plan includes a projected income statement , balance sheet, and cash flow.

9. Appendices and Exhibits

The appendices and exhibits part is the last section of a business plan. It includes any additional information that banks and investors may be interested in or that adds credibility to the business. Some of the information that may be included in the appendices section includes office/building plans, detailed market research , products/services offering information, marketing brochures, and credit histories of the promoters.

Business Plan Template

Here is a basic template that any business can use when developing its business plan:

Section 1: Executive Summary

Present the company’s mission.
Describe the company’s product and/or service offerings.
Give a summary of the target market and its demographics.
Summarize the industry competition and how the company will capture a share of the available market.
Give a summary of the operational plan, such as inventory, office and labor, and equipment requirements.

Section 2: Industry Overview

Describe the company’s position in the industry.
Describe the existing competition and the major players in the industry.
Provide information about the industry that the business will operate in, estimated revenues, industry trends, government influences, as well as the demographics of the target market.

Section 3: Market Analysis and Competition

Define your target market, their needs, and their geographical location.
Describe the size of the market, the units of the company’s products that potential customers may buy, and the market changes that may occur due to overall economic changes.
Give an overview of the estimated sales volume vis-à-vis what competitors sell.
Give a plan on how the company plans to combat the existing competition to gain and retain market share.

Section 4: Sales and Marketing Plan

Describe the products that the company will offer for sale and its unique selling proposition.
List the different advertising platforms that the business will use to get its message to customers.
Describe how the business plans to price its products in a way that allows it to make a profit.
Give details on how the company’s products will be distributed to the target market and the shipping method.

Section 5: Management Plan

Describe the organizational structure of the company.
List the owners of the company and their ownership percentages.
List the key executives, their roles, and remuneration.
List any internal and external professionals that the company plans to hire, and how they will be compensated.
Include a list of the members of the advisory board, if available.

Section 6: Operating Plan

Describe the location of the business, including office and warehouse requirements.
Describe the labor requirement of the company. Outline the number of staff that the company needs, their roles, skills training needed, and employee tenures (full-time or part-time).
Describe the manufacturing process, and the time it will take to produce one unit of a product.
Describe the equipment and machinery requirements, and if the company will lease or purchase equipment and machinery, and the related costs that the company estimates it will incur.
Provide a list of raw material requirements, how they will be sourced, and the main suppliers that will supply the required inputs.

Section 7: Financial Plan

Describe the financial projections of the company, by including the projected income statement, projected cash flow statement, and the balance sheet projection.

Section 8: Appendices and Exhibits

Quotes of building and machinery leases
Proposed office and warehouse plan
Market research and a summary of the target market
Credit information of the owners
List of product and/or services

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Business Plan Executive Summary Example & Template

Updated: Jun 3, 2024, 1:03pm

Business Plan Executive Summary Example & Template

Components of an executive summary, how to write an executive summary, example of an executive summary, frequently asked questions.

A business plan is a document that you create that outlines your company’s objectives and how you plan to meet those objectives. Every business plan has key sections such as management and marketing. It should also have an executive summary, which is a synopsis of each of the plan sections in a one- to two-page overview. This guide will help you create an executive summary for your business plan that is comprehensive while being concise.

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The executive summary should mimic the sections found in the business plan . It is just a more concise way of stating what’s in the plan so that a reader can get a broad overview of what to expect.

State the company’s mission statement and provide a few sentences on what the company’s purpose is.

Company History and Management

This section describes the basics of where the company is located, how long it has been in operation, who is running it and what their level of experience is. Remember that this is a summary and that you’ll expand on management experience within the business plan itself. But the reader should know the basics of the company structure and who is running the company from this section.

Products or Services

This section tells the reader what the product or service of the company is. Every company does something. This is where you outline exactly what you do and how you solve a problem for the consumer.

This is an important section that summarizes how large the market is for the product or service. In the business plan, you’ll do a complete market analysis. Here, you will write the key takeaways that show that you have the potential to grow the business because there are consumers in the market for it.

Competitive Advantages

This is where you will summarize what makes you better than the competitors. Identify key strengths that will be reasons why consumers will choose you over another company.

Financial Projections

This is where you estimate the sales projections for the first years in business. At a minimum, you should have at least one year’s projections, but it may be better to have three to five years if you can project that far ahead.

Startup Financing Requirements

This states what it will cost to get the company launched and running. You may tackle this as a first-year requirement or if you have made further projections, look at two to three years of cost needs.

The executive summary is found at the start of the business plan, even though it is a summary of the plan. However, you should write the executive summary last. Writing the summary once you have done the work and written the business plan will be easier. After all, it is a summary of what is in the plan. Keep the executive summary limited to two pages so that it doesn’t take someone a long time to peruse what the summary says.

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It might be easier to write an executive summary if you know what to expect. Here is an example of an executive summary that you can use as a template.

Bottom Line

Writing an executive summary doesn’t need to be difficult if you’ve already done the work of writing the business plan itself. Take the elements from the plan and summarize each section. Point out key details that will make the reader want to learn more about the company and its financing needs.

How long is an executive summary?

An executive summary should be one to two pages and no more. This is just enough information to help the reader determine their overall interest in the company.

Does an executive summary have keywords?

The executive summary uses keywords to help sell the idea of the business. As such, there may be enumeration, causation and contrasting words.

How do I write a business plan?

If you have business partners, make sure to collaborate with them to ensure that the plan accurately reflects the goals of all parties involved. You can use our simple business plan template to get started.

What basic items should be included in a business plan?

When writing out a business plan, you want to make sure that you cover everything related to your concept for the business, an analysis of the industry―including potential customers and an overview of the market for your goods or services―how you plan to execute your vision for the business, how you plan to grow the business if it becomes successful and all financial data around the business, including current cash on hand, potential investors and budget plans for the next few years.

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Kimberlee Leonard has 22 years of experience as a freelance writer. Her work has been featured on US News and World Report, Business.com and Fit Small Business. She brings practical experience as a business owner and insurance agent to her role as a small business writer.

Cassie is a deputy editor collaborating with teams around the world while living in the beautiful hills of Kentucky. Focusing on bringing growth to small businesses, she is passionate about economic development and has held positions on the boards of directors of two non-profit organizations seeking to revitalize her former railroad town. Prior to joining the team at Forbes Advisor, Cassie was a content operations manager and copywriting manager.

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How To Write the Conclusion of a Business Plan (With Tips)
1. Decide where you want it to be. Determine whether you want your business plan conclusion to be at the end of the executive summary or the end of the entire document. If you are creating a business plan to get investors or raise money, consider putting the conclusion at the end of the executive summary. The executive summary introduces the ...
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Now that you understand what a conclusion is and why it's so important to include it in your report, let's show you how you can write the perfect one and impress your readers. Follow these steps to create a great business report conclusion. Choose the Position. Include the Right Information. Summarize the Contents.
Business Plan Conclusion: Summary & Recap
Review & Concisely Recap. The conclusion should be an even more concise version of your business plan executive summary. Pick the top 3-5 points from your executive summary that may best persuade an investor to provide you with the money your company needs to succeed. Depending on if you are starting a new business or requesting money to grow ...
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Think from your reader's perspective. Determine the information that would excite them about your business and form your conclusion accordingly. 3. Include stats and visuals. Now that you've decided on the placement and information to be included in your conclusion, it's time to make your conclusion zesty.
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A template example of a solid business plan conclusion follows: Opportunity: Explain the opportunity that your business is capitalizing on and why it is attractive. Key Strengths: Highlight the key strengths of your plan, such as your competitive advantage and any unique selling points. Vision: Summarize your vision for the business and its future.
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Conclusion. The closing statement example for business plan above is an excellent example of how a business model should end. It emphasizes the objective, progress, and, most significantly, the business owner's commitment to its mission. In summary, the conclusion should restate your company's value proposition and create a lasting ...
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The conclusion of your business report gives you a chance to finish strong. Elements that you must include are a summary of the contents, a brief action plan or recommendation, a subjective ...
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Word processing software. Inside every business plan is a conclusion - and it varies depending on the industry and the audience. Regardless, this is your final pitch to summarize your entire report. A solid business plan conclusion example is one that highlights strengths and ensures the reader that your business will be a success. 10 Sec.
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How to Write a Business Plan in 2023 [Examples Included]
Each section should be around 1-2 sentences long. The things you should include in a one-pager business plan are: The problem - Describe a certain problem your customers have and support the claim with relevant data. The solution - How your products/services can solve the issue.
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December 17, 2022 Robby. Your business plan's conclusion should encapsulate your overall justification for why your venture will succeed in order to draw investors or motivate your staff. Additionally, it ought to give a short future outlook outlining your goals for development and growth. The conclusion should also restate your company's ...
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A business plan conclusion. doesn't need to be very long. in fact. it can be pretty brief. Your conclusion should; reiterate the opportunity. highlight the key strengths of your plan. summarise your vision. and remind the reader why your business is in a position to successfully execute the plan.
How to Write the Conclusion Section of your Business Plan
This tutorial explains how to write the conclusion for a business document, for example, a report, thesis, project, or any document that needs a section to gather together the main points. The structure of the conclusion is as follows: Reviewing this conclusion, we can see that it mirrors the structure of the executive summary.
Where to write the conclusion of your business plan?
The conclusion of the business plan is not at the end of the plan but in the executive summary. And there are two good reasons for that. Firstly because the executive summary contains the key points of your business plan - the rest of your plan is only there to reinforce and back the claims advanced in the executive summary - which makes it a ...
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2. Give Action Plan. 3. Make Projections With Facts. 4. Be Analytical. To write conclusion business report that portrays an accurate picture takes careful planning and relying on the major points highlighted in the report. It is one thing to compile and analyze critical data in a single place for easy access by users of the information. It is ...
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Add your name, the names of the other people who worked on it and the date under the title. Write an index or table of contents: A table of contents or index is essential in any business report, especially if the document is long and complex. Add a list of each section of the document under the title and ensure the page numbers accurately match ...
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Table of Contents. A business plan is a document that you create that outlines your company's objectives and how you plan to meet those objectives. Every business plan has key sections such as ...
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Business Plan Conclusion: Summary & Recap

What is a Business Plan Conclusion?

Is the Business Conclusion Necessary?

How To Write a Conclusion for Your Business Plan

Determine Location

Review & Concisely Recap

Finish Your Business Plan Today!

Established businesses might include information in their conclusions such as:

Support Your Claims with Stats and/or Visuals

Establish a Call-To-Action (CTA)

Proofread & Spell-Check

Business Plan Conclusion Example

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How to Write a Business Plan Conclusion?

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How to write a conclusion for your business plan?

1. Choose the right placement

2. Place the right information

3. Include stats and visuals

4. Add a CTA

5. Review and proofread

Business plan conclusion example

Let’s conclude your business plan

Frequently Asked Questions

What is the most important part of a business plan conclusion?

Can I include new information in the conclusion?

Is it necessary to include a call to action in the conclusion?

Reach Your Goals with Accurate Planning

Writing an Effective Business Plan Conclusion: Tips & Examples

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How to Conclude a Business Plan

Explain The “Why” Behind Your Business Plan

State The Key Milestones

Create a Call to Action

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How To Write the Conclusion of a Business Plan

How to write a business plan conclusion

1. Decide where you want it to be

2. Include the right information

3. Add facts and statistics

4. Maintain a positive tone

5. Include a call to action

6. Review your conclusion

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Step 1: Do Your Research

Step 2: Create an Outline

Step 3: Determine Formatting Guidelines

Step 4: Think of an Engaging Title

Step 5: Write the Introduction

Step 6: Divide the Body of the Report into Sections

Step 7: Choose Illustrations

Step 8: Conclude Effectively