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How to Write the Management Team Section of a Business Plan + Examples

Written by Dave Lavinsky

management hierarchy

Over the last 20+ years, we’ve written business plans for over 4,000 companies and hundreds of thousands of others have used the best business plan template and our other business planning materials.

From this vast experience, we’ve gained valuable insights on how to write a business plan effectively , specifically in the management section.

What is a Management Team Business Plan?

A management team business plan is a section in a comprehensive business plan that introduces and highlights the key members of the company’s management team. This part provides essential details about the individuals responsible for leading and running the business, including their backgrounds, skills, and experience.

It’s crucial for potential investors and stakeholders to evaluate the management team’s competence and qualifications, as a strong team can instill confidence in the company’s ability to succeed.

Why is the Management Team Section of a Business Plan Important?

Your management team plan has 3 goals:

  • To prove to you that you have the right team to execute on the opportunity you have defined, and if not, to identify who you must hire to round out your current team
  • To convince lenders and investors (e.g., angel investors, venture capitalists) to fund your company (if needed)
  • To document how your Board (if applicable) can best help your team succeed

What to Include in Your Management Team Section

There are two key elements to include in your management team business plan as follows:

Management Team Members

For each key member of your team, document their name, title, and background.

Their backgrounds are most important in telling you and investors they are qualified to execute. Describe what positions each member has held in the past and what they accomplished in those positions. For example, if your VP of Sales was formerly the VP of Sales for another company in which they grew sales from zero to $10 million, that would be an important and compelling accomplishment to document.

Importantly, try to relate your team members’ past job experience with what you need them to accomplish at your company. For example, if a former high school principal was on your team, you could state that their vast experience working with both teenagers and their parents will help them succeed in their current position (particularly if the current position required them to work with both customer segments).

This is true for a management team for a small business, a medium-sized or large business.

Management Team Gaps

In this section, detail if your management team currently has any gaps or missing individuals. Not having a complete team at the time you develop your business plan. But, you must show your plan to complete your team.

As such, describe what positions are missing and who will fill the positions. For example, if you know you need to hire a VP of Marketing, state this. Further, state the job description of this person. For example, you might say that this hire will have 10 years of experience managing a marketing team, establishing new accounts, working with social media marketing, have startup experience, etc.

To give you a “checklist” of the employees you might want to include in your Management Team Members and/or Gaps sections, below are the most common management titles at a growing startup (note that many are specific to tech startups):

  • Founder, CEO, and/or President
  • Chief Operating Officer
  • Chief Financial Officer
  • VP of Sales
  • VP of Marketing
  • VP of Web Development and/or Engineering
  • UX Designer/Manager
  • Product Manager
  • Digital Marketing Manager
  • Business Development Manager
  • Account Management/Customer Service Manager
  • Sales Managers/Sales Staff
  • Board Members

If you have a Board of Directors or Board of Advisors, you would include the bios of the members of your board in this section.

A Board of Directors is a paid group of individuals who help guide your company. Typically startups do not have such a board until they raise VC funding.

If your company is not at this stage, consider forming a Board of Advisors. Such a board is ideal particularly if your team is missing expertise and/or experience in certain areas. An advisory board includes 2 to 8 individuals who act as mentors to your business. Usually, you meet with them monthly or quarterly and they help answer questions and provide strategic guidance. You typically do not pay advisory board members with cash, but offering them options in your company is a best practice as it allows you to attract better board members and better motivate them.

Management Team Business Plan Example

Below are examples of how to include your management section in your business plan.

Key Team Members

Jim Smith, Founder & CEO

Jim has 15 years of experience in online software development, having co-founded two previous successful online businesses. His first company specialized in developing workflow automation software for government agencies and was sold to a public company in 2003. Jim’s second company developed a mobile app for parents to manage their children’s activities, which was sold to a large public company in 2014. Jim has a B.S. in computer science from MIT and an M.B.A from the University of Chicago

Bill Jones, COO

Bill has 20 years of sales and business development experience from working with several startups that he helped grow into large businesses. He has a B.S. in mechanical engineering from M.I.T., where he also played Division I lacrosse for four years.

We currently have no gaps in our management team, but we plan to expand our team by hiring a Vice President of Marketing to be responsible for all digital marketing efforts.

Vance Williamson, Founder & CEO

Prior to founding GoDoIt, Vance was the CIO of a major corporation with more than 100 retail locations. He oversaw all IT initiatives including software development, sales technology, mobile apps for customers and employees, security systems, customer databases/CRM platforms, etc. He has a  B.S in computer science and an MBA in operations management from UCLA.

We currently have two gaps in our Management Team: 

A VP of Sales with 10 years of experience managing sales teams, overseeing sales processes, working with manufacturers, establishing new accounts, working with digital marketing/advertising agencies to build brand awareness, etc. 

In addition, we need to hire a VP of Marketing with experience creating online marketing campaigns that attract new customers to our site.

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  • Completing the Competitive Analysis Section of Your Business Plan
  • Financial Assumptions and Your Business Plan
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  • Everything You Need to Know about the Business Plan Appendix
  • Business Plan Conclusion: Summary & Recap

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How to Write Management Team Section in a Business Plan

Ultimate Guide On Writing A Business Plan

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  • May 1, 2024

management team in business plan

A business is as efficient as its team and its management. Therefore, it becomes important for business owners to build a structured management team that achieves the objectives and goals set by the organization.

Andrew Carnegie, an American steel magnate, beautifully summarized it –

“Teamwork is the ability to work together toward a common vision. The ability to direct individual accomplishments toward organizational objectives.”

A business management plan helps build an efficient team and formalizes business operations. This helps businesses streamline strategies to achieve their goals.

So, if you are a business owner who is looking to formalize their business structure and write the management team section in their business plans, this guide is for you.

Here’s a sneak peek into what you’ll learn:

Sounds good? Let’s dive in.

What is the Management Section of a Business Plan?

The management section of a business plan is an in-depth description of a business’s team, its structure, and the owners of a business.

The section discusses ‌who is on the management team—internal and external, their skill sets, experiences, and how meaningfully they would contribute to an organization’s mission statement and goals.

Now that we have defined what the management section of a business plan is, let’s understand why it is so important.

Importance of a Business Plan Management Section

The management section helps you to

  • Showcase leadership: The management team section helps you showcase how qualified and experienced team you have.
  • Clarify team roles: It outlines who does what in your team, ensuring everyone knows their key performance areas and works together towards the same goals.
  • Attract investors: Present your team in the best possible way, as it is one of the key factors in making the final investment decision.

What to include in the Management Section of a Business Plan?

Now that you know why exactly a management section in the business plan is necessary, let’s move ahead with what to include in it:

1. The Management Team

An organization’s entire management team can be divided into parts — the internal team and the external team. Let us see those in detail:

The Internal Management Team

A business team consists of several departments. The most common departments are—marketing, sales, IT, customer service, operations, finance, and HR.

These departments depend on the nature and functioning of your business. For example, a dental clinic may not require a sales department per se.

The entire management team is distinguished according to their responsibility. This helps the business owners and investors be aware of the roles, benefits, ESOPs (if applicable), profit sharing (for sales), work contracts, NDAs (Non-Disclosure Agreements), and Non-Competition Agreements of the entire team.

It is recommended that business owners collect and document the following information about their team:

  • Educational Background
  • Work Experience
  • Accomplishments

For example, your present VP of Marketing helped their previous company grow its bottom line from $3 million to $10 million over 18 months.

The External Management Team

The external management team is usually composed of—advisory board members and professional services.

Advisory board members help by:

  • Bringing their industry expertise, experience, and knowledge to the table.
  • Offering strategic advice and helping the business develop long-term goals with future considerations in mind.
  • Having a lot more contacts than any other individual can help businesses grow.

Credible advisory board members show great commitment to a company’s growth. Therefore, it becomes important to mention their experience and specialization in the business management plan.

The advisory board members can help give valuable advice that internal team members need or lack.

Usually, board members meet quarterly or monthly to provide strategic guidance in place of stock options in your company. This helps attract the best advisors and motivates them to invest in your business.

On the other hand, professional service helps by

  • Offering highly specialized advice and sharing knowledge.
  • Helping through the implementation process of strategies.

Such services help businesses leverage skills that would be difficult to build and acquire over a short period.

Examples of such professional services are:

  • IT Consultants
  • Business coaches and consultants

After a brief overview of the management team, let’s move forward.

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management team background in business plan

2. The Management Team Gaps

The management team gap is an important part of the management section. Primarily because it helps document if your management team currently has gaps or missing skills.

Your team may lack a few required skills while starting. The management team gaps help you to be aware and make efforts to close this gap.

As a business owner, you must document what positions are missing and who ought to fill those positions or take responsibility.

For example, if you need a VP of Sales, clearly document this in the section.

Also, write down the job description and key responsibilities to be undertaken. For example—you might mention that the role requires 10 years of experience in the sales domain. The applicant must have experience handling a sales team, closing new accounts, and working in tandem with the marketing team.

Be as detailed as possible. This will help you build a checklist while interviewing the right candidate and also win investor confidence in your managerial skills.

Here are a few key positions you would want to include in your management team business plan:

  • Founder and/or CEO
  • Chief Technical Officer (CTO)
  • Chief Marketing Officer (CMO)
  • Head of Product Management (PM)
  • VP of Sales
  • VP of Marketing
  • Business Development Manager
  • Customer Service Manager
  • Sales Managers/Sales Staff
  • Human Resources Manager
  • Advisory Board Members

3. The Management Structure

The management structure defines how a business organizes its management hierarchy. A hierarchy helps determine all team members’ roles, positions, power, and responsibilities.

The management structure also depends upon the type of business ownership. Business ownership can be—a sole proprietorship, partnership, or LLC.

Following is a sample management structure of an organization.

The Management Structure

Now that we understand what details we need to document in business management plans, let’s have a look at the example.

Example of a Management Section Plan

[management section of a hotel], [management team], internal team members.

Name: Charles Fargo Role: Owner Responsibility: Formulating key strategies, defining budgets, and building a business plan Experience: 35 years of owning multiple hotels in Las Vegas Educational Background: B.Sc in Hospitality Management from South Dakota State University.

Name: Michael Clark Role: General Manager Responsibility: Overall hotel operations – guest interactions, revenue management, brand ambassador of the hotel, customer satisfaction, and experience, leadership to all departments Experience: 25 years working with several technology hotels as the general manager. Educational Background: MBA from Wharton School

Name: George Trump Role: Department Manager Responsibility: Manage employees, smooth coordination amongst employees, plan daily affairs of the department, strategize, prepare reports, and deal with complaints and suggestions. Lead team members to function as a team Experience: 15 years working as a department manager Educational Background: BSc in Hotel Management from Texas University

Note: There can be multiple Department Managers depending on the nature of your business. In the case of hotels, departments can include – housekeeping, logistics, security, food, and banquets.

Name: Donald Clooney Role: Marketing and Sales Manager Responsibility: Increase occupancy and generate revenue. Position the hotel as an option for leisure activities, relaxation, and holidays. Experience: 11 years working as the marketing and sales manager for hotels Educational Background: MBA in Tourism and Hospitality from Midway University

Name: Oprah Williams Role: Human Resources Manager Responsibility: Recruit and train hotel staff, maintain smooth onboarding process for new recruits, train, counsel, and coach staff, resolve conflicts, and conduct performance reviews Experience: 9 years working as human resources manager for hotels Educational Background: MBA in Human Resources Management from California University

External Team Members

Advisory Board Member

#1 Richard Branson Responsibility: Strategic advisory for sustainable growth and expansion Experience: Founder of Virgin Group

Professional Services

#1 Digital Marketing Agency – Neil Patel – Help market and sell our product using digital mediums – blog, website, YouTube, and social media.

[Management Structure]

Example Of A Management Section Plan

There is a gap in one key position in our startup.

#1 Chief Finance Officer (CFO) Responsibilities: Finance, Accounting, Tracking Profit and Loss, and overseeing FP&A (Financial Planning and Analysis)

So, that’s it for today! Now that you know how to write a management team section, make sure you write the best one by mentioning all the necessary details.

If you are still confused about writing the management team sections, then you can visit various sample business plans to know more. You can even use smart business planning software to smooth your business planning process.

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Frequently Asked Questions

What tone should i use when writing the management team section.

When writing about your management team in your business plan, use a tone that’s confident, professional, and positive. This shows investors that your team is experienced, qualified, and able to lead your company to success.

Who should be included in the management team's business plan?

In the management team of a business plan, you should include all the key members of the company:

  • Top management
  • Founder/CEO
  • VP of sales

Do I need to include personal information about team members?

In a business plan, it’s not necessary to include personal information about team members unless it directly relates to their role in the business. The focus should be on professional qualifications, experience, and skills that are relevant to their position.

About the Author

management team background in business plan

Upmetrics Team

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

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  • How to Write a Great Business Plan: Management Team

The ninth in a comprehensive series to help you craft the perfect business plan for your startup.

How to Write a Great Business Plan: Management Team

This article is part of a series on  how to write a great business plan .

Many investors and lenders feel the quality and experience of the management team is one of the most important factors used to evaluate the potential of a new business.

But putting work into the Management Team section will not only benefit people who may read your plan. It will also help you evaluate the skills, experiences, and resources your management team will need. Addressing your company's needs during implementation will make a major impact on your chances for success.

Key questions to answer:

  • Who are the key leaders? (If actual people have not been identified, describe the type of people needed.) What are their experiences, educational backgrounds, and skills?
  • Do your key leaders have industry experience? If not, what experience do they bring to the business that is applicable?
  • What duties will each position perform? (Creating an organization chart might be helpful.) What authority is granted to and what responsibilities are expected in each position?
  • What salary levels will be required to attract qualified candidates for each position? What is the salary structure for the company, by position?

The Management Team section for our cycling rental business could start something like this:

Jim Rouleur, Owner and Manager

Joe has over twenty years experience in the cycling business. He served for ten years as a product manager for ACME Bikes. After that he was the Operations Manager of Single Track Cycles, a full-service bike shop located in Bend, Oregon. He has an undergraduate degree in marketing from Duke University and an MBA from Virginia Commonwealth University. (A complete resume for Mr. Rouleur can be found in the Appendix.(

Mary Gearset, Assistant Manager

Mary was the 2009 U.S. Mountain Biking National Champion. She worked in product development for High Tec frames, creating custom frames and frame modifications for professional cyclists. She also has extensive customer service and sales experience, having worked for four years as the online manager of Pro Parts Unlimited, an online retailer of high-end cycling equipment and accessories.

In some instances you may also wish to describe your staffing plans.

For example, if you manufacture a product or provide a service and will hire a key skilled employee, describe that employee's credentials. Otherwise, include staffing plans in the Operations section.

One key note: Don't be tempted to add a "name" to your management team in hopes of attracting investors. "Celebrity" management team members may attract the attention of your readers, but experienced lenders and investors will immediately ask what role that person will actually play in the running of the business--and in most cases those individuals won't play any meaningful role.

If you don't have a lot of experience--but are willing to work hard to overcome that lack of experience--don't be tempted to include other people in your plan that will not actually work in the business.

If you can't survive without help, that's okay. In fact that's expected; no one does anything worthwhile on their own. Just make plans to get help from the right people.

Finally, when you create your Management section, focus on credentials but pay extra focus to what each person actually will do . Experience and reputation are great, but action is everything.

That way your Management section will answer the "Who is in charge?" question.

Next time we'll look at the next main component in a business plan: the ever-popular Financial Analysis .

More in this series:

  • How to Write a Great Business Plan: Key Concepts
  • How to Write a Great Business Plan: the Executive Summary
  • How to Write a Great Business Plan: Overview and Objectives
  • How to Write a Great Business Plan: Products and Services
  • How to Write a Great Business Plan: Market Opportunities
  • How to Write a Great Business Plan: Sales and Marketing
  • How to Write a Great Business Plan: Competitive Analysis
  • How to Write a Great Business Plan: Operations
  • How to Write a Great Business Plan: Financial Analysis

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First Steps: Writing the Management Section of Your Business Plan This quick guide offers tips that will help you create the management section for your business plan.

By Teresa Ciulla Jan 4, 2015

Opinions expressed by Entrepreneur contributors are their own.

In their book Write Your Business Plan , the staff of Entrepreneur Media, Inc. offer an in-depth understanding of what's essential to any business plan, what's appropriate for your venture, and what it takes to ensure success. In this edited excerpt, the authors discuss what type of information you should include in the management section of your business plan.

In the management section of your business plan, you describe who'll run the company. This may be no more than a simple paragraph noting that you'll be the only executive and describing your background. Or it may be a major section in the plan, consisting of an organizational chart outlining interrelationships among every department and manager in the company, plus bios of all key executives.

Time and again, financiers utter some variation of the following statement: "I don't invest in ideas; I invest in people." Whether this is the whole story—investors certainly prefer capable people with good ideas to inept people with good ideas—there's no doubt that you, and the people who run your company, will receive considerable scrutiny from financiers as well as from customers, suppliers and anyone else with an interest in your plan. People are, after all, a company's most important asset. Not adequately addressing this issue in a business plan is a serious failing. Luckily, it's one of the easiest parts.

Be sure to include all of the following parts, where applicable:

You. Before you can impress people with your management team, it's important to let your readers know who's at the helm and who's selecting the management team. You, therefore, have to let them know your background, including your vision, your credentials, and why you chose the management team you did. You need to briefly explain what's expected of this management team and the role you see them playing in the future of this business.

Your managers. Identifying your managers is about presenting what they bring to the table. You can provide this by describing them in terms of the following characteristics:

Education . Impressive educational credentials among company managers provide strong reasons for an investor or other plan reader to feel good about your company. Use your judgment in deciding what educational background to include and how to emphasize it.

Employment . Prior work experience in a related field is something many investors look for. If you've spent ten years in management in the retail men's apparel business before opening a tuxedo outlet, an investor can feel confident that you know what you're doing. Likewise, you'll want to explain the key, appropriate positions of your team members. Describe any relevant jobs in terms of job title, years of experience, names of employers, etc. Feel free to omit any irrelevant experience.

Skills . In addition to pointing out that you were a district sales manager for a stereo-equipment wholesaler, you should describe your responsibilities and the skills you honed while fulfilling them. Again, list the skills that your management team has that pertain to this business. Each time you mention skills that you or a member of your management team has spent years acquiring at another company, it will be another reason for an investor to believe you can do it at your own company.

Accomplishments. If you or one of your team members has been awarded patents, achieved record sales gains or once opened an unbelievable number of new stores in the space of a year, now's the time to tell about it. And don't brag: Just be factual and remember to quantify. If, for example, you have 12 patents or your sales manager had five years of 30 percent annual sales gains, this is the stuff investors and others reading your business plan will want to see.

Personal . Investors want to know with whom they're dealing in terms of the personal side, too. Personal information on each member of your management team may include age, city of residence, notable charitable or community activities and, last but far from least, personal motivation for joining the company. Investors like to see vigorous, committed, involved people in the companies they back. Mentioning one or two relevant personal details of your key managers may help investors feel they know what they're getting into, especially in today's increasingly transparent business climate.

In a longer plan, when you give your management team's background and describe their titles, go on and tell readers exactly what each member of the management team will be expected to do in the company. This may be especially important in a startup, in which not every position is filled from the start. If your marketing work is going to be handled by the CFO until you get a little further down the road, let readers know this up front. You certainly can't expect them to figure that out on their own.

Board members. Your board members, and their reasons for being included, should be a brief part of your business plan. A board of directors gives you access to expertise, provided you choose them wisely, but at the cost of giving up control of the business to them. Technically, the officers of a corporation report to the board of directors, who bear the ultimate responsibility for the proper management of the company.

A board of advisors is a less-formal entity. You can have the same kind of people on an advisory board but you don't report to them nor do they have the same power as a board of directors. Your board should be able to challenge your thinking, help you solve knotty problems, and even change management if necessary.

Outside professionals. Some of the most important people who'll do work for you won't work for you. Your attorney, your accountant and your insurance broker are all crucial members of your team. Your business plan should reassure readers that you have your bases covered in these important professional positions.

Investors want profit. They don't just give money to people they like or admire. But it's also true that if they don't like, admire or at least respect the people running your company, they're likely to look elsewhere. The management section of your plan is where you tell them about the human side of the equation. You can't control your readers' responses to that, but you owe it to them to provide the information.

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management team background in business plan

How to Write the Management Team Section of a Business Plan

Of course, they'll read the market analysis section – and you can expect them to linger over the financial projections section. But if there's one section of a business plan that may carry the greatest weight with lenders, investors and potential strategic partners, it's the management team section. This is where you provide details about the education, qualifications and experience that you and your management team bring to your small business. Written in a crisp and focused manner, the management team section should help those third parties recognize what sets your business apart from others. And it should give meaning to that oft-repeated business maxim: "I don't invest in ideas; I invest in people."

Gather Key Information

Before you put pen to paper – or your fingers to the keyboard – gather the information you need on your management team. At the least, you should have their resumes handy – and include them in the appendix of your business plan.

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Also, be prepared to speak with members of your management team to fill in any blanks. Structure the management team section to include:

  • Biographical information about you, the owner, and any other owners. Specify your ownership percentage and exactly what your day-to-day responsibilities will be.

One Paragraph Poses One Big Challenge

Like many small-business owners, you may not think of yourself as a writer. So you may be relieved to know that you should devote only about one paragraph to each person you profile in the management section. But in the end, that should be one substantive paragraph, and it will require some finesse to pull it off.

As many writers will attest, being verbose isn't difficult; being concise yet enlightening can be a challenge. Put another way, you want to include only the most relevant and insightful information about your management team – and you want to be quick about it. So be prepared to edit your words ruthlessly as you structure the paragraph to include the team members' info:

  • Education and professional credentials and some personal information.

Expand the Second Component

Providing names and titles should be the easy part. The most robust part of your paragraph should proceed with ease if you include:

  • Education credentials,Employment highlights.Skills or specialties,Notable accomplishments,
  • Personal insights,

Spell Out the Third Component

Because you opened the paragraph with the person's name and title, you want to close it with a summation of the contributions you expect the person to make. Discretion here is important; you want to demonstrate to people reading your business plan that you've hired accomplished people, but you don't want to stray into the realm of hyperbole, either.

This said, after spelling out so many numbers and analytics in your business plan, the management section is your chance to expose the human side of your business. A good balance can be found in this paragraph:

Thomas Cole, Director of Marketing

A mass communication graduate of Illinois State University, Tom brings to us nearly 20 years of marketing experience and a proven ability to integrate best practices into emerging businesses. Websites, smartphones and digital marketing all came of age as the proud redbird worked as a district marketing manager for ABC Media and then marketing manager for XYZ Newspaper Group, both in Chicago. Tom helped these companies navigate sea changes in the newspaper industry and return to profitability by developing imaginative and synergistic marketing campaigns. We expect him to replicate these efforts at Write-On Marketing, at least when he's not busy critiquing the latest creations at his family's award-winning Illinois winery.

Assuming that you believe people are your greatest asset, write your management section like the proud small-business owner you are – your instincts should serve you well.

  • NFIB: Parts of a Business Plan: 7 Essential Sections
  • Inc.: How to Write a Great Business Plan: Management Team
  • Entrepreneur: First Steps: Writing the Management Section of Your Business Plan
  • BP Plans: Coffee Export Business Plan

Mary Wroblewski earned a master's degree with high honors in communications and has worked as a reporter and editor in two Chicago newsrooms. She worked alongside a noted Chicago area nutritionist and holistic healthcare adviser whose groundbreaking work focuses on the “whole” patient rather than focusing on one ailment or problem to the exclusion of everything else. Mary writes extensively about healthy eating and healthy living topics.

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How to Write Management Team Section in Business Plan

A business plan must include details about your key people and managers. 

The management team section in business plan includes a detailed introduction to the owners, managers, and key people.

The management team section explains the educational and professional backgrounds of your key people. You can convince potential lenders or investors of the professional capabilities of your organization. A competent team is a strong argument in your favor. 

The management team section in business plan also includes the vacant positions, the people you are looking for those positions, and how and when you plan to hire them. 

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How do you write the management team section in business plan?

Writing a management team section in a business plan is very easy; all you will need to do is to introduce your team to the world. 

If you have not hired yet, explain who you want to hire, describe their educational and professional background, and also mention their job description.

Collect Manager Resumes 

When writing the m anagement team section in business plan, c ollect the resumes of managers and key people. A resume typically packs every important professional detail about a person. You will need to use this information in the management team business plan section. 

Describe an ideal resume for a post if you are yet to hire a manager.

Group Employees in Categories 

Insert your organizational chart here. Show your chain of commands and describe who is who and what is what. 

Every organization is divided into different departments like management, HR, advertising/marketing, procurement, etc. You will need people with different skills in every position. 

Your organization chart will not only help introduce your team and chain of commands, but it will also help you prepare for hiring the right people for the job.

Introduce Key people 

Key people include owners, top management, key managers, etc. These are the primary decision-makers in an organization. Potential lenders or investors would like to know the people in your business, their profile, and their business philosophy. 

Include the resumes of your key people, their education or professional background, and their uniqueness for the business. 

Managers Employment History 

As the name suggests, you will tell the employment and professional history of managers. Though this is similar to the key people section, this part will include managers only. 

A relevant employment history speaks in favor of your sound choice.

Explain Team Gaps 

Team gaps are the positions yet to be filled. 

If you are starting a new business, you may only have key people. Your organization chart is helpful here too. 

Spot and name the vacant positions. Explain what the resume of the best candidates will look like and when you plan to hire. 

Want to see a sample of the management team section in a business plan? Check our professional business plan samples and see how it is done.

Access our free business plan examples now!

team section in business plan

5 Points to Include in Management Team Business Plan

  • Who are key managers? If you have appointed them already, mention them; if not, explain who you want to hire.
  • Discuss the educational backgrounds, professional experiences, and skills of managers. 
  • Explain the relevant industry experience of your managers. If you have not hired yet, describe who you will hire and give your desired profile. 
  • Explain who will be responsible for what. Including an organizational chart would be a good idea. 
  • What is the salary you will offer to attract the right people for the jobs?

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The management team section should include details about the key members of your team, their roles and responsibilities, their qualifications and experience, and their contributions to the success of the business. It provides an overview of the skills and expertise within your team.

Showcase the qualifications of your management team by highlighting their relevant education, professional certifications, industry experience, and track record of success. Include specific achievements or notable projects they have been involved in.

If your management team is not fully formed, include the key positions you plan to fill and describe the ideal qualifications and experience for those roles. Highlight any progress made in identifying or recruiting potential team members.

Yes, you can include advisors or consultants who play a significant role in guiding your business. Briefly mention their expertise and how they contribute to the management and strategic decision-making process.

The management team section demonstrates the strength of your business by showcasing the collective expertise, experience, and skills of your team. It instills confidence in potential investors or lenders that your business is led by capable individuals who can effectively execute the business plan.

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How To Write a Management Team Business Plan (With an Example)

When creating a business plan, the management section outlines your management team, personnel, resources, and the ownership structure of your company. This section should not only list the members of your management team but also how their individual skill sets will affect your financial results. We’ll go into detail about how to put together and highlight your management team in this article. This section can be conveniently organized by dividing it into the following sections:

How to write a management team business plan

Consider using these guidelines to produce a powerful team business plan:

1. Collect resumes from each manager

Typically, resumes outline a professional’s qualifications, including their training, prior employment, and technical and soft skills. You can use the resumes of your management team as a resource when writing content for your business plan. Ask each manager to send a fresh copy of their resume Asking them to modify their resume to reflect their specific position within your company could be useful and make it simpler for you to create their profiles. Include copies of their resumes as annexes to your proposal.

2. Organize your management team into categories

The next step is to depict the chain of command within your company. List the profiles, going from the company’s owners to the departmental supervisors in descending order. Your management team business plan can appear more organized by using categories, and your audience will understand how the teams’ qualifications correspond to their positions. If your company has multiple divisions, categories may also be useful.

3. Write the managers name and job title

Finding the manager on their individual profile is the third step. Include their role title and first and last names in your writing. Consider adding their department to distinguish between them if there are multiple managers with the same title. To be more specific, you could write “Assistant Manager, Marketing Department” for various employees with the title “assistant manager.”

4. Describe their employment history

The employment history details prior positions your managers held in the sector. Listing the candidates’ prior positions can support your decision to appoint them as managers if they have experience as organizational leaders. Summarize their responsibilities and projects theyve coordinated in the past. You can also highlight your managers’ achievements in this section, such as awards they have won or helpful things they have done for previous employers.

5. Explain their educational background

The manager profile’s education section covers the institutions your team attended and the degrees they obtained. It can further highlight the manager’s credentials by demonstrating that they have received the necessary training to oversee other team members in your organization. You can also write professional certifications your managers have. For instance, listing a certification in spreadsheet software may impress potential business partners if you run a technology company.

What is a management team business plan?

A management team business plan describes the qualifications and experience of a group of managers in a company. Its goal is to demonstrate to potential investors that the professionals your business has hired are qualified for leadership roles because they have training and experience. It includes details that distinguish your organization from competitors. A potential investor or business partner may be persuaded to provide funding or work with your company if your management team’s business plan impresses them.

Tips for writing a management team business plan

The following three rules will help you gather data and organize your management team business plan:

Incorporate relevant information

Include information that is relevant to their interests in your management profile as a way to attract potential investors. List the qualifications of your leaders in relation to your company and your sector. By including pertinent information, you can demonstrate to potential customers that your team has the managerial skills they need. Be selective when gathering information about your managers to avoid detracting the audience from your goal.

For instance, if you work for a ride-sharing company, you might be looking for partnerships to expand into major cities. You could note in your management team business plan that your executives have experience in customer service, technology, and transportation, three crucial areas that can help the ride-sharing business succeed. The strategy shows potential partners that your team has the expertise to work in the field, encouraging them to collaborate with your company.

Use straightforward wording

Simple language can keep your management team business plan clear and understandable. It’s crucial that customers can understand your company’s organizational structure and which employees are responsible for what tasks. The size of the business and the number of supervisors there are may have an impact on the length of the proposal. But even if your plan is more detailed, keeping your writing simple can help you keep the interest of potential stakeholders. It might be beneficial to reread your sentences and omit any pointless details so that you can convey the key ideas of your message in fewer words.

Clarify information with your team

It may be difficult to include every qualification of an employee on a resume because they are typically one page long. To learn more about your team members’ professional backgrounds, think about speaking with them directly. Find out if they have any additional pertinent information to include in their profile that will appeal to potential customers. Maybe you should mention a gap in their resume or point out that they have more work achievements you can list in their profile. Clarifying details with managers can help you plan the content more effectively and prevent repeating too many details from their resumes.

Example of a management team business plan

You can write a management team business plan that is successful by using the following example of a team member’s profile as a model:

Management Team Member Profile

Jane Stewart, Director of Marketing

The marketing division is headed by Jane Stewart, who is also the coordinator of marketing, social media manager, and graphic designer. Her duties include keeping an eye on social media engagement analytics and creating creative consumer engagement strategies. Stewart graduated from Pine Ridge University with a bachelor’s in marketing and a master’s in business administration. She is professionally certified in social media management and content marketing. Stewart’s previous position was assistant marketing director at full-service advertising agency Oak Wood, where she saw a 25% increase in email and video subscriber numbers.

Writing the Management Team Section of Your Business Plan

How do you present a management team in a business plan?

An organizational chart of your small business, including departments, department managers, and employees, should be included in the management team section. Biographical information about you, the owner, and any other owners. Clearly state your ownership stake in the company and your day-to-day responsibilities.

How do you write a management plan for a business plan?

  • Indicate the number of employees your business will require at each stage and their associated costs.
  • Describe the specifics of how your company’s human resource needs can be satisfied.
  • Describe your hiring needs, including a list of the particular skills that any employees you hire must possess.

How important is management team in a business plan?

A strong management team is especially important if you want the company to expand and grow as a whole. A management team is crucial for distributing leadership responsibilities as a business expands. If your business operates in multiple locations, it is essential.

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How to Describe the Management Team in Your Business Plan

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Long-term business success depends, above all, on the quality of the team providing the leadership, direction, and vision. In fact, in some cases, investors have funded start-up companies primarily on the basis of the people who will run them.

Assemble background information on yourself and each of your senior team members.

image0.jpg

In your business plan, condense each key person’s profile into a description of no longer than one-half page, following these tips:

When describing team members, include everything that’s relevant to the potential success of your business. But keep each biographical description brief, to the point, and less than a half page in length.

If yours is a single-person operation, you don’t have to spend too much time describing yourself in your plan, but do have a resume highlighting your education, experience, and accomplishments ready for when the information is requested by a banker, supplier, or prospective investor.

If you’re running a larger business, feature biographies of up to five top managers in your business plan, including all the big Cs: CEO (Chief Executive Officer), COO (Chief Operating Officer), CFO (Chief Financial Officer), and CTO or CIO (Chief Technology Officer or Chief Information Officer).

Depending on the size of your company, you may also want to include brief descriptions of the members of your Board of Directors, Board of Advisors, or consultants who play a major role in making your business a success.

You should also conduct a web search for the name of each person featured in your business plan to be sure the results lead to positive, credible, current information. Chances are good that prospective customers, investors, and suppliers will look for your company and the more visible people online as part of their research efforts, and you want links to lead to pages that affirm their interest.

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How to Write the Management Team Section of a Business Plan

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Every business owner knows that starting a business requires a lot of planning. Coming up with a well-researched business plan is as important as coming up with the idea for the enterprise itself. In fact, this document covers everything one needs to know about the venture and more.

It is important to remember that this document has internal and external purposes, according to Deloitte & Touche LLP (2003). For internal purposes, a business plan serves as “an important management tool” such that “it enables management to plan company growth and to anticipate changes in a structured way” (p. 2). Meanwhile, the external use of this document can help the company secure funding, form alliances, establish mergers and acquisitions, and build relationships (pp. 1-2).

Given the vital role this document plays, entrepreneurs need to focus on the Management Team Section of a business plan. This article tackles the importance of this segment and how to proceed with writing it.

What is the Management Team Section of a Business Plan?

As mentioned, a business plan covers all kinds of information about the business. It is composed of an executive summary, company description, market analysis, and service or product line, just to name a few. All of these provide an insight into what the business will offer and how it will be able to reach its target market.

However, the Management Team section provides a view on how the organization will be managed. It aims to show the reader what the management team looks like, who will be running the business and its operations, and how these individuals can contribute to executing strategies and achieving goals.

According to Deloitte and Touche, “Your business plan should describe how the company is organized and what each individual’s duties and responsibilities are… It is also helpful to explain how the individual talents of the management team contribute to realizing the company’s strategy.”

These elements seek to show how competent and efficient the management team is or will be. Nevertheless, it is important to mention that it should also recognize shortcomings and gaps.

The Need for the Management Team Section

The importance of this section banks on the dual purpose of the business plan. Those who are planning to use it for external matters should keep in mind that potential investors and allies takes the strength of the management team into account as this can influence the success of the venture.

Similarly, the organization itself can use this to improve its operations. By identifying strengths and weaknesses, the company will know what aspects of the management team are performing optimally and what need improvement.

Tips for Writing the Management Team Section

Because the Management Team Section is an integral part of a business plan, it is essential to learn how to write it effectively. Here are some tips that can help entrepreneurs put together an excellent Management Team Section.

Determine the Business Structure

The first thing an entrepreneur needs to know about assembling a management team is that the need for certain roles depends on the business structure. There are different structures to choose from and all of them have an effect on the assets, liabilities, responsibilities, and operations.

According to the United States Small Business Administration (n.d.), some of the most common are sole proprietorship, partnership, limited liability company (LLC), and corporation. Startups are commonly sole proprietorships or partnerships.

As a sole proprietor of a business, the entrepreneur can have complete control, responsibility, and liability. Meanwhile, a partnership, which is a business owned by two or more people, can come in two types, namely limited partnerships (LPs) and limited liability partnerships (LLPs). In LPs, only one owner is given unlimited liability, while others have limited. LLPs provide limited liability to all owners.

Identify Essential Management Positions

Startups are typically small businesses. Sole proprietorships are owned by one founder and are bound to have a small management team. It may only be composed of the owner or founder (who is also the boss), some managers, and a human resource manager.

In partnerships, the team would be bigger as most or all partners are bound to have management roles. Co-owners can be managing partners, and junior or senior partners, for example. Depending on the scale of the business, the organization will need team leads, a human resource manager, and others. Partnerships may also choose to establish a management committee.

Make sure to take note of these positions in relation to the organizational structure when writing the business plan.

Look for People Who Fit the Job

This section of the plan is not supposed to be written in general terms. It needs to include particulars including names of people, their positions, and their qualifications. If used for external purposes, potential funders and allies will see the strengths and weaknesses of the team based on the people in it.

It is important to find human resources who are qualified and competent to perform the job of managing a team, hiring new people, and such. For partnerships, it is important to assign roles to partners who have experience and skills to fill them.

Document Assignments

Finally, it is essential to document these assignments in detail. This does not only mean including names, positions, and synopses. A more informational description of the person and their position is required.

In fact, Deloitte and Touche advises entrepreneurs to include resumes of the management team in the appendix, complete with their employment info, schools, and educational degrees. Compensation for the role is also important, especially for business plans which will be presented to investors.

The compensation includes salary, profit sharing, stock ownership opportunities, bonuses, and benefits. Investors need to know these details to see if the current plan is in line with their own financial capacity and goals.

Final Thoughts

The Management Team section is vital to the business plan no matter what the purpose is. With these writing tips, entrepreneurs and their partners can put together a section that is solid and fully informational in order to help them achieve their strategic goals.

References:

  • Deloitte & Touche. (2003). Writing an effective business plan. Retrieved from https://www.academia.edu/7094242/Fourth_Edition_Writing_an_Effective_Business_Plan .
  • Small Business Administration. (n.d.) Choose a business structure. Retrieved from https://www.sba.gov/business-guide/launch-your-business/choose-business-structure

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PART 1   -   THE MANAGEMENT TEAM

Under part one, discussion on each member of the management team is required. Be sure to include information on each member's personal background & status, employment history, industry background & experience, small business experience, education & training, duties & responsibilities and each member's forecasted salary, wage, withdrawal, and/or commission .

Resumes cover a majority of these issues but for key managers it is better to provide a narrative explanation supported by a resume. The narrative provides a story while the resume details the dates, titles and organizations (resumes will be included in the appendices of the business plan).

An existing enterprise, preparing a business plan for loan purposes, would discuss the above items of only key members of the management team (president, vice president, financial controller, and so on). In addition, resumes of each key players act as supporting information and should be placed in the appendices of the business plan. Lower level managers must be addressed, however, fewer details are required.

Usually the key management team of a new or aspiring business ventures consists only of the entrepreneurs or owners. In this case, each owner would provide a narrative description, discussing the above items. In addition, each owner's resume would be placed in the appendices of the business plan. If other managers are needed, then details would be placed under Part 3 of the Management & Staffing section entitled "Staffing Requirements".

Below details each area that should be discussed under the "Management Team" section, beginning with personal background and status. Please note: for the most part, our discussion below assumes the management team consists of only of the entrepreneur or owner. You may adjust these components to reflect your particular situation.

Personal Background and Status: Most investors want to know about an entrepreneur's personal background and status. If your background involves volunteer and community work, be sure to mention it in this section. If you are a member of any organizations such as the Chamber of Commerce, discuss your involvement. You want to leave the impression that you are respectable, reputable, and committed to the project.

Employment History: An employment history gives an investor an idea of who will be controlling their money and whether the entrepreneur will be a good investment. If your employment history is discussed properly, it will illustrate to potential investors that you are capable of handling the task of successfully operating the business and that you will perform accordingly.

Holding positions of responsibilities will assist you in demonstrating your ability to own and operate the proposed ventured. If you've worked as a manager, you should definitely make reference to your duties while in this capacity. This will re-enforce your ability to perform in positions of responsibility.

Be sure to omit unfavorable aspects (such as taking a year off) from your working past. Wording can be adjusted to make a statement true or favorable. If an investor sees an unfavorable aspect, she may decide against investing; reasoning that you may just abandon the project like you did in your working past.

Industry Background and Experience: Many backers require prior experience in the industry before investing into an entrepreneur or group of entrepreneurs. Even with the "best" business idea, many investors tend to feel that entrepreneurs need experience within the industry before they can efficiently operate in it. For example, if you have worked in the retail clothing industry for 10 years and now plan on establishing a retail clothing store, investors are less reluctant to provide the necessary capital. If, on the other hand, an entrepreneur plans to open a computer software company without any prior experience in the software industry, backers assume the risks are higher and tend to be more dubious in making an investment. In this case, the investor feels that the entrepreneur will be gaining the experience on his/her precious money. Therefore, if you or your partners do not have experience in the industry, you are advised to take the necessary steps in acquiring it.

Sometimes it is impossible to take the time needed to work in the industry to obtain such experience. In this case, be sure to conduct extensive research in all functional areas such as operations, marketing, customer service, etc. This will demonstrate that you have thought of every aspect of the business, you are aware of what you are getting into, and you are able to adapt to new settings. In other words, your business plan and the policies created therein MUST be meticulously created and MUST be extremely convincing. Additionally, if successful in showing that you fully understand the industry and how it operates, your lack of experience may be overlooked. Also you will want to focus the discussion on outside supporters and on staff members who will contribute their experience to the business venture.

Education & Training : The education and training of the entrepreneur/management team is closely scrutinized by investors. Moreover, backers realize entrepreneurs will be making decisions that effect their investment. Having business training or a business degree is always considered a benefit; just as experience in the particular industry.

Having education directly linked to the proposed business is certainly advantageous. Such direct education will definitely enhance the appeal of your business plan and increase the likelihood of receiving the necessary capital. Assume for a moment, you propose to establish a local pub. Having education or training in managing or "tending" a bar certainly increases your credibility. In addition, the investor views such education as an element playing an instrumental role in determining the success of the business.

Education and training is usually acquired over a long-term period. Many entrepreneurs enroll in short courses or night school to acquire basic or specialized training. Tip: many business plan writers simply provide a brief statement about their education; they do not elaborate unless it directly relates to their proposed business.

Experience in Small Business: If you or other partners have owned or operated a business in the past, then it should be addressed. Such experience will greatly add credibility to your proposed venture. Even if you have owned a business in the past and for some reason it failed, the actual ownership demonstrates that you have some experience in business operations. Most business failures, if worded correctly, can be justified in some way or another. Remember, a business failure is never a failure unless nothing is learned from the mistakes made.

An existing business owner, applying for a loan, for example, already has experience in small business. If you have a close relationship with your banker (and you should), then he will already know of your business experience. In this case, the existing owner should show how such experience reduces a backer's risk of investing.

Duties and Responsibilities: The duties and responsibilities of each team member should be clearly outlined under this section. An investor will want to see that all functional areas are filled by qualified individuals. Moreover, each position should be fueled by individuals having the necessary experience, training, and skills (strengths) to perform the tasks at hand. Be sure to indicate who does what, who reports to who, and who has final authority.  Some inexperienced entrepreneurs suggest these details can be worked out as the business progresses. Business owners sharing such views will soon experience resentment among its team members. Some will feel they are doing too much work while others may feel they are doing too little. If the duties & responsibilities are openly discussed and are established in the beginning, less tension will surface; thus allowing the business to run more smoothly.

You may even decide to develop an organizational chart. An organizational chart is a tool used to graphically show an investor (as well as your management team and staff member) who is responsible for each department or functional area within the business. Below provides an example of an organizational chart.

President (John Smith) ! ! ------------------------------------------------------------------------------------- !                                   !                                   ! !                                   !                                   ! VP of Finance             VP of Production             VP of Marketing (Tom Jones)                  (Monty Hall)                     (Betty Davis) ! ! --------------------------------------------------------- !                                          ! !                                          ! Public Relations Manager       Sales Manager (Pat Roy)                          (Rickey Lake) ! ! ----------------- Sales Staff

And so on down the line......

Notice, the organizational chart does not detail each member's duty or responsibility, rather is depicts the name, position held, and the channel of command for each member of the organization. (For simplicity, we have focussed only on the Marketing level). As you can see, the Sales Staff report to the Sales Manager (Rickey Lake), the Sales Manager reports to the Vice President of Marketing (Betty Davis) and the Vice President of Marketing reports to the President of the company (John Smith).

A company using the organizational chart approach is still required to develop a complete description of each member's duties and responsibilities. Moreover, many business plan writers feel the chart simply adds substance to their presentation. If your business or proposed business consists of only one or two employees (including yourself), an organizational chart is not recommended. If however future plans involve expansion and additional staff members are expected to be hired, you may decide to include an organizational chart in your business plan.

Salaries of Management: It is only natural for investors to be concerned with what entrepreneurs want to pay themselves and pay other managers within the enterprise; after all a large portion of the salaries are being funded by the investor. A backer will want to see that the owners and management are extracting the "going rate" from the business. Furthermore, an investor would, in most cases, certainly shun upon an entrepreneur paying himself an annual salary of $1,000,000 - unless off course the entrepreneur is Bill Gates. At any rate, be sure to establish the wages, salaries, withdrawals and or commissions for each owner and key manager.

Click Here to view J&B Incorporated's Management Team Section of the Business Plan.

MANAGEMENT TEAM SUMMARY:

Notice in the above example that J&B is a newly formed company. The company does not have any employees - other than its owners. Each key member is separately discussed in terms of duties, responsibilities, annual forecasted salaries, personal background, education, business experience, employment history, management experience. Also notice that readers are directed to the appendices section of the business plan to view each member's resume.

Neither member volunteered any information that an investor may view as risky. For example, ski-diving may be a cherished hobby of Barry Beck, however, it is wise not to mention it in his narrative description nor in his resume; unless off course the business evolves around these skills. Including such information may worry an investor and question whether or not this person will be "around" to repay any loans or other investments.

The Management Team is generally the most important topic of the Management & Staffing section of the business plan. Be sure to take the time to develop a well written narrative for each owner and team member. Remember: Your objective here is to sell the merits of your management team and to convince readers that your TEAM has the skills, motivation and determination to successfully operate and direct the company. With this in mind, however, never, never, never lie when developing your narrative description or resume. Investors always check references and other sources to determine if the owners are credit and thrust worthy.   This concludes our discussion on the Management Team.   The next topic to be addressed is Part 2 entitled "Outside Supporters".

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Writing the Organization and Management Section of Your Business Plan

What is the organization and management section in a business plan.

  • What to Put in the Organization and Management Section

Organization

The management team, helpful tips to write this section, frequently asked questions (faqs).

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Every business plan needs an organization and management section. This document will help you convey your vision for how your business will be structured. Here's how to write a good one.

Key Takeaways

  • This section of your business plan details your corporate structure.
  • It should explain the hierarchy of management, including details about the owners, the board of directors, and any professional partners.
  • The point of this section is to clarify who will be in charge of each aspect of your business, as well as how those individuals will help the business succeed.

The organization and management section of your business plan should summarize information about your business structure and team. It usually comes after the market analysis section in a business plan . It's especially important to include this section if you have a partnership or a multi-member limited liability company (LLC). However, if you're starting a home business or are  writing  a business plan for one that's already operating, and you're the only person involved, then you don't need to include this section.

What To Put in the Organization and Management Section

You can separate the two terms to better understand how to write this section of the business plan.

The "organization" in this section refers to how your business is structured and the people involved. "Management" refers to the responsibilities different managers have and what those individuals bring to the company.

In the opening of the section, you want to give a summary of your management team, including size, composition, and a bit about each member's experience.

For example, you might write something like "Our management team of five has more than 20 years of experience in the industry."

The organization section sets up the hierarchy of the people involved in your business. It's often set up in a chart form. If you have a partnership or multi-member LLC, this is where you indicate who is president or CEO, the CFO, director of marketing, and any other roles you have in your business. If you're a single-person home business, this becomes easy as you're the only one on the chart.

Technically, this part of the plan is about owner members, but if you plan to outsource work or hire a virtual assistant, you can include them here, as well. For example, you might have a freelance webmaster, marketing assistant, and copywriter. You might even have a virtual assistant whose job it is to work with your other freelancers. These people aren't owners but have significant duties in your business.

Some common types of business structures include sole proprietorships, partnerships, LLCs, and corporations.

Sole Proprietorship

This type of business isn't a separate entity. Instead, business assets and liabilities are entwined with your personal finances. You're the sole person in charge, and you won't be allowed to sell stock or bring in new owners. If you don't register as any other kind of business, you'll automatically be considered a sole proprietorship.

Partnership

Partnerships can be either limited (LP) or limited liability (LLP). LPs have one general partner who takes on the bulk of the liability for the company, while all other partner owners have limited liability (and limited control over the business). LLPs are like an LP without a general partner; all partners have limited liability from debts as well as the actions of other partners.

Limited Liability Company

A limited liability company (LLC) combines elements of partnership and corporate structures. Your personal liability is limited, and profits are passed through to your personal returns.

Corporation

There are many variations of corporate structure that an organization might choose. These include C corps, which allow companies to issue stock shares, pay corporate taxes (rather than passing profits through to personal returns), and offer the highest level of personal protection from business activities. There are also nonprofit corporations, which are similar to C corps, but they don't seek profits and don't pay state or federal income taxes.

This section highlights what you and the others involved in the running of your business bring to the table. This not only includes owners and managers but also your board of directors (if you have one) and support professionals. Start by indicating your business structure, and then list the team members.

Owner/Manager/Members

Provide the following information on each owner/manager/member:

  • Percentage of ownership (LLC, corporation, etc.)
  • Extent of involvement (active or silent partner)
  • Type of ownership (stock options, general partner, etc.)
  • Position in the business (CEO, CFO, etc.)
  • Duties and responsibilities
  • Educational background
  • Experience or skills that are relevant to the business and the duties
  • Past employment
  • Skills will benefit the business
  • Awards and recognition
  • Compensation (how paid)
  • How each person's skills and experience will complement you and each other

Board of Directors

A board of directors is another part of your management team. If you don't have a board of directors, you don't need this information. This section provides much of the same information as in the ownership and management team sub-section. 

  • Position (if there are positions)
  • Involvement with the company

Even a one-person business could benefit from a small group of other business owners providing feedback, support, and accountability as an advisory board. 

Support Professionals

Especially if you're seeking funding, let potential investors know you're on the ball with a lawyer, accountant, and other professionals that are involved in your business. This is the place to list any freelancers or contractors you're using. Like the other sections, you'll want to include:

  • Background information such as education or certificates
  • Services provided to your business
  • Relationship information (retainer, as-needed, regular, etc.)
  • Skills and experience making them ideal for the work you need
  • Anything else that makes them stand out as quality professionals (awards, etc.)

Writing a business plan seems like an overwhelming activity, especially if you're starting a small, one-person business. But writing a business plan can be fairly simple.

Like other parts of the business plan, this is a section you'll want to update if you have team member changes, or if you and your team members receive any additional training, awards, or other resume changes that benefit the business.

Because it highlights the skills and experience you and your team offer, it can be a great resource to refer to when seeking publicity and marketing opportunities. You can refer to it when creating your media kit or pitching for publicity.

Why are organization and management important to a business plan?

The point of this section is to clarify who's in charge of what. This document can clarify these roles for yourself, as well as investors and employees.

What should you cover in the organization and management section of a business plan?

The organization and management section should explain the chain of command , roles, and responsibilities. It should also explain a bit about what makes each person particularly well-suited to take charge of their area of the business.

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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 - Components

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

Related Readings

Thank you for reading CFI’s guide to Business Plans. To keep learning and advancing your career, the following CFI resources will be helpful:

  • Corporate Structure
  • Three Financial Statements
  • Business Model Canvas Examples
  • See all management & strategy resources
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Business Plan Section 3: Organization and Management

This section explains how your business runs and who’s on your team. Learn how to present the information in this section of your business plan.

Organization and Management

This section of your business plan, Organization and Management, is where you’ll explain exactly how you’re set up to make your ideas happen, plus you’ll introduce the players on your team.

As always, remember your audience. If this is a plan for your internal use, you can be a little more general than if you’ll be presenting it to a potential lender or investor. No matter what its purpose, you’ll want to break the organization and management section into two segments: one describing the way you’ve set up the company to run (its organizational structure), and the other introducing the people involved (its management).

Business Organization

Having a solid plan for how your business will run is a key component of its smooth and successful operation. Of course, you need to surround yourself with good people, but you have to set things up to enable them to work well with each other and on their own.

It’s important to define the positions in the company, which job is responsible for what, and to whom everyone will report. Over time, the structure may grow and change and you can certainly keep tweaking it as you go along, but you need to have an initial plan.

If you’re applying for funding to start a business or expand one, you may not even have employees to fit all the roles in the organization. However, you can still list them in your plan for how the company will ideally operate once you have the ability to do so.

Obviously, for small businesses, the organization will be far more streamlined and less complicated than it is for larger ones, but your business plan still needs to demonstrate an understanding of how you’ll handle the workflow. At the very least, you’ll need to touch on sales and marketing, administration, and the production and distribution of your product or the execution of your service.

For larger companies, an organizational plan with well-thought-out procedures is even more important. This is the best way to make sure you’re not wasting time duplicating efforts or dealing with internal confusion about responsibilities. A smooth-running operation runs far more efficiently and cost-effectively than one flying by the seat of its pants, and this section of your business plan will be another indication that you know what you’re doing. A large company is also likely to need additional operational categories such as human resources and possibly research and development.

One way to explain your organizational structure in the business plan is graphically. A simple diagram or flowchart can easily demonstrate levels of management and the positions within them, clearly illustrating who reports to whom, and how different divisions of the company (such as sales and marketing) relate to each other.

Here is where you can also talk about the other levels of employees in your company. Your lower-level staff will carry out the day-to-day work, so it’s important to recognize the types of people you’ll need, how many, what their qualifications should be, where you’ll find them, and what they’ll cost.

If the business will use outside consultants, freelancers, or independent contractors, mention it here as well. And talk about positions you’d want to add in the future if you’re successful enough to expand.

Business Management

Now that we understand the structure of your business, we need to meet the people who’ll be running it. Who does what, and why are they onboard? This section is important even for a single practitioner or sole proprietorship, as it will introduce you and your qualifications to the readers of your plan.

Start at the top with the legal structure and ownership of the business. If you are incorporated, say so, and detail whether you are a C or S corporation. If you haven’t yet incorporated, make sure to discuss this with your attorney and tax advisor to figure out which way to go. Whether you’re in a partnership or are a sole owner, this is where to mention it.

List the names of the owners of the business, what percent of the company each of them owns, the form of ownership (common or preferred stock, general or limited partner), and what kind of involvement they’ll have with day-to-day operations; for example, if they’re an active or silent partner.

Here’s where you’ll list the names and profiles of your management team, along with what their responsibilities are. Especially if you’re looking for funding, make sure to highlight the proven track record of these key employees. Lenders and investors will be keenly interested in their previous successes, particularly in how they relate to this current venture.

Include each person’s name and position, along with a short description of what the individual’s main duties will be. Detail his or her education, and any unique skills or experience, especially if they’re relevant to the job at hand. Mention previous employment and any industry awards or recognition related to it, along with involvement with charities or other non-profit organizations.

Think of this section as a resume-in-a-nutshell, recapping the highlights and achievements of the people you’ve chosen to surround yourself with. Actual detailed resumes for you and your management team should go in the plan’s appendix, and you can cross-reference them here. You want your readers to feel like your top staff complements you and supplements your own particular skill set. You also want readers to understand why these people are so qualified to help make your business a success.

This section will spell out the compensation for management team members, such as salary, benefits, and any profit-sharing you might be offering. If any of the team will be under contract or bound by non-compete agreements, you would mention that here, as well.

If your company will have a Board of Directors, its members also need to be listed in the business plan. Introduce each person by name and the position they’ll hold on the board. Talk about how each might be involved with the business (in addition to board meetings.

Similar to what you did for your management team, give each member’s background information, including education, experience, special skills, etc., along with any contributions they may already have had to the success of the business. Include the full resumes for your board members in the appendix.

Alternately, if you don’t have a Board of Directors, include information about an Advisory Board you’ve put together, or a panel of experts you’ve convened to help you along the way. Having either of these, by the way, is something your company might want to consider whether or not you’re putting together the organization and management section or your business plan.

NEXT ARTICLE > Business Plan Section 4: Products and Services

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Trump Says Elon Musk Has Agreed To Lead Government Task Force: Everything They’ve Said About Working Together

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Former President Donald Trump on Thursday backed a government efficiency commission proposed by Elon Musk, as he unveiled his economic plan in a speech in New York, and said the world’s richest person has already agreed to lead the commission under a Trump administration if the former president wins the election in November.

Donald Trump and Elon Musk's X accounts.

Trump on Tuesday said if he wins reelection he will “create a government efficiency commission tasked with conducting a complete financial and performance audit of the entire federal government,” adding that Musk has agreed to head the task force.

The news comes a month after Musk first brought up the idea for a commission that would ensure “taxpayer’s money… is spent in a good way” during a conversation with the former president in August, which was live streamed on X, formerly known as Twitter.

In the same conversation, Trump signaled his willingness to offer Musk a “government efficiency" role in his next administration.

On Tuesday, Musk responded to a tweet about a Washington Post report that Trump is considering him for a role in auditing U.S. agencies and identifying government programs to cut, saying he “can’t wait” and that there is "a lot of waste and needless regulation in government that needs to go.”

Whether or not Musk would actually be given a role in a Trump administration remains to be seen, but both men have commented on the possibility several times in the last few months.

In May, Musk denied reports he was being considered for a White House advisory role related to border security or the economy, posting to his social media platform X that there had not been "any discussions of a role."

In late August, however, Trump said he would "absolutely" put Musk in his cabinet but that the business mogul likely wouldn't have the time to serve in such a position, suggesting Musk could instead "consult with the country and give you some very good ideas."

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It’s unlikely Musk would be able to serve in a public position due to his vast private business interests. Entrepreneurs looking to take government jobs usually divest their shares and holdings to avoid conflicts of interest, but Musk is unlikely to be able to divest his massive stakes in companies like Tesla, SpaceX and X without causing major disruption. And, because his business interests touch so many sectors, he'd likely find himself forced to recuse regularly to avoid the appearance of any conflict.

Trump was often criticized in his presidency for his own conflicts of interest after deciding not to divest his business empire before entering public office. The ethics watchdog group Citizens for Responsibility and Ethics in Washington says he committed more than 3,400 violations while in office, including visits by foreign officials and political events held at Trump-owned properties, dozens of foreign trademarks granted to Trump businesses and more than 100 events by special interest groups held at Trump properties. A report from American Public Media found that more than half of Trump's 20-person Cabinet during his presidency had engaged in "questionable or unethical conduct," including in relation to their business holdings and investments.

Key Background

The relationship between Musk and Trump has not always been an amicable one. In the leadup to the 2016 election, Musk said Trump was “not the right guy” to be president before going on to join— and later quit —two of the president’s business-advisory councils. In 2022, when Musk was attempting to buy Twitter, Trump called him a " bullshit artist. " He said Musk would never be able to buy Twitter, and said Musk claimed he'd never voted for a republican after privately telling Trump he voted for him before. In response, Musk said it was "time for Trump to hang up his hat & sail into the sunset." At the time, he said Trump was too old to run for the presidency again in 2024 and said he was supporting Florida Gov. Ron DeSantis. That same year, Musk reinstated Trump’s previously banned Twitter account. The two have been linked a few times since—the New York Times reported the pair met in March and the Washington Post reported they’d discussed a potential buyout of the Truth Social platform last year—and in July of this year, Musk endorsed Trump for the presidency. Since then, Trump returned to Twitter for a live interview, Musk has repeatedly attacked his opponent Vice President Kamala Harris and Musk claimed he helped start the pro-Trump America PAC.

Forbes Valuation

Musk, who founded Tesla, SpaceX and other companies, is ranked as the richest person in the world as of Thursday with an estimated net worth of $252.6 billion, more than $50 billion more than Amazon founder Jeff Bezos, the second-richest person. Trump has an estimated $$3.9 billion net worth as of Thursday thanks to his stakes in Truth Social's parent company, the Trump Media and Technology Group, his real estate investments and other assets.

Further Reading

Mary Whitfill Roeloffs

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Project Manager

South Asia Multi County Office:

The South Asia Multi-Country Office  (SAMCO)  oversees the development and implementation of projects in 7 countries in South Asia: Bangladesh, Bhutan, India, the Maldives, Nepal, Pakistan, and Sri Lanka. SAMCO offers expertise in infrastructure, procurement, human resource management, and fund management. All the project offices have local technical experts and strong partnerships with the governments in each country.

UNOPS has supported Sri Lanka’s development since 1998, expanding operations in 2005 to support the post-tsunami response and reconstruction process. Within the organization’s mandate in project management, infrastructure, and procurement, UNOPS Sri Lanka implements customized socio-economic development projects that benefit vulnerable people and develop national capacities. Achievements in Sri Lanka include the development of sustainable and climate-resilient infrastructure, procurement services & capacity building, and project management in education, fisheries, roads, health, water supply systems; flood control and sanitation, and integrated solid waste management sectors. UNOPS works closely with Government counterparts and communities to ensure increased ownership, sustainability, and accountability of Projects. 

UNOPS Sri Lanka facilitated over $22 million worth of procurement of COVID-19 protection equipment and services in partnership with the World Bank, the Government of Japan, and the United Nations Multi-Partner Trust Fund. Currently, UNOPS completed the procurement of US$5 million in essential pharmaceuticals  to strengthen the Sri Lanka health system during the medicine shortage crisis. Currently, UNOPS is implementing a digital health transformation project along with the Ministry of Health under funding from the Global Fund. 

The Project Manager will be based in Colombo with frequent travel to the field to oversee the digitization of hospitals under the project's pilot stage, whilst working side by side with the Ministry of Health's Health Information Unit (HIU) and the Project Implementation Unit (PIU) in Colombo. This digitization effort will start centrally at the Ministry of Health (MoH) and will interlink and expand to 30-50 government hospitals across Sri Lanka. UNOPS is responsible for  several budget lines under the overall Health Information Quality Improvement (HIQI) project. Key outputs under this scope is the procurement and instalment of hardware and software to aide the transformation process. The project will involve stakeholders from both the public and private IT sectors in Sri Lanka and internationally. 

The HIQI Project Manager will lead a team comprising IT advisors, finance officers, procurement and reporting staff, and other support functions at UNOPS to support the Ministry of Health in achieving its goal of pilot health digitization.

The HIQI Project is a complex, multi-stakeholder platform with varied points of implementation; the overall goal is to link the fragmented health information system together efficiently and sustainably. The project aims to create, link, and expand the functionality of a single IT platform across state hospitals. The Project Manager must demonstrate a strong understanding of how the digital platform must take shape to optimize the interoperability of the whole system. Good link and knowledge of the IT industry in Sri Lanka and the ongoing digital transformation within government ministries is crucial to ensuring the project is implemented well. It is crucial for the Project Manager to possess strategic planning abilities to ensure that all components of the project, including those that are reliant on the Ministry and stakeholders, are implemented on time and in full by the project's end date.  

Project Delivery and Performance  

Ensure that product specifications are signed and finalized by MoH.

Develop and update implementation plans and project timelines including networking and software roll out.

Assist in the onboarding of the International Technical Assistant. 

Ensure that project deliverables are planned and executed together with the works carried out by MoH to ensure a streamlined project delivery.

Embed sustainability dimensions including training on operability and maintenance to MoH, environmental and economic aspects into project life span. 

Manage the production of the required outputs, taking responsibility for overall progress and use of resources and initiating corrective action where necessary.

Ensure that quality of work packages and deliverables complies with the quality requirements defined within UNOPS standards and technical specifications. 

Liaise with any external suppliers or account managers ensuring compliance and performance standards.

Monitor project progress ensuring that work packages are being executed properly and report to Project Director (MoH) and Project Steering Committee. 

Ensure that MoH deliverable are in accordance to approved standards for server rooms and custom clearances are prepared to avoid delays at port.

Lead contract management duties including supplier performance evaluation, particularly for networking and software related deliveries.

Identify, and anticipate in a timely manner, potential risks and issues and advises mitigating measures to Project Director (MoH)/ Project Steering Committee so that maximum benefit to partner(s) and other stakeholders is achieved.

Identify and report to the supervisor potential business opportunities for UNOPS.

Comply with all organizational policy and specifically the Project Management Manual.

Prepare/adapt all relevant plans for approval by the Project Steering Committee and the PIU at MoH.

Manage the reporting obligations defined in the Legal Agreement(s) and in the Implementation Plan.

Draft the requirements definitions for procurement processes. Approving requisitions and requests for non-purchase order payments; Evaluating submissions received, if appointed to the evaluation team. 

Ensure maintenance of the project files and lessons learned are recorded.

Ensure the development and implementation of project financial management guidelines and control mechanisms, in conformity with UNOPS rules and regulations. 

Manage budgets, cash flow and obligations to ensure that deliverables are met and payments to contractors and personnel are received on time.

Understand and manage UNOPS overheads, allocable charges, and related corporate charges as they apply to the project.

Understand the unique structures of the UN and budget appropriately for personnel.

Manage expenditures against the budget (based on accurate financial reports).

Where the Project Manager has no delegation as a committing officer, s/he retains these responsibilities and will monitor and instruct/request others to carry out the relevant commitments and disbursements.

For project closure purposes, provide a formal handover of the project to the closure manager.

Support project audit activities, including planning, preparation and coordination during the audits and follow up on audit observations/recommendations.

Monitoring and Reporting

Prepare and issue regular project and/or financial reports in accordance with Partner and UNOPS requirements for reporting.

Regularly review project status, evaluating performance criteria (scope, cost, schedule and quality).

Maintain diaries and progress reports as required by the organization’s standard procedures.

Provide routine oversight and analysis of delivery data within the dashboard system.

Ensure all project team members track and regularly update milestones and targets for the duration of projects' life span.

Stakeholder Engagement

Develop stakeholder profiles and facilitate the formulation of stakeholder engagement strategies.

Establish solid working relationships with the PIU and Project Steering Committees as well as other government and external partners.

Enable the formulation of project communications plans. Coordinate internal project communications. Monitor the effectiveness of project communications.

Coordinate stakeholder engagement and communication, ensuring effective timing and interdependency management of communications. Ensure stakeholders are aware of project activities, progress, exceptions and are in a position to accept handover outputs.

Quality Assurance

Work with internal stakeholders to ensure projects comply with audit requirements.

Work with procurement/purchasing staff to ensure effective interface with suppliers' quality systems.

Coordinate quality reviews of project documents and deliverables.

Provide quality control for management outputs (project documents, reports, etc.).

Knowledge management and innovation

Encourage routine and effective capacity building activities are conducted in order to build the long-term and sustainable capacity of staff.

Build and strengthen UNOPS capacity to deliver IT, digitization projects by developing case studies and capacity statements on best practices based on this project. 

Actively interact with other Project Managers and the wider PM community to share case studies, lessons learned and best practices. 

Contribute to the oversight of lessons learned procedures, ensuring that lessons learnt are shared in a timely and appropriate manner. Participate in the relevant Communities of Practice.

Research and logging of lessons learned throughout the project life span.

Provide feedback to Practice Groups on policy, supporting guidance with an aim towards continuous improvement of UNOPS policies.

Personnel Management 

Lead and motivate the project management team.

Ensure that behavioral expectations of team members are established. 

Ensure that performance reviews are conducted fairly, accurately and timely.

Select, recruit and train a team as required and take into account gender parity and diversity objectives.

Ensure safety and security for all project personnel and comply with UNDSS standards.

Create, foster and role model a culture of respect and zero tolerance for discrimination, abuse of authority, harassment, sexual harassment and sexual exploitation and abuse. Ensure accountability for actions and perform duties in accordance with protection mechanisms and action plans, as expected by UNOPS policies, standards and commitments.

Develops and implements sustainable business strategies, thinks long term and externally in order to positively shape the organization. Anticipates and perceives the impact and implications of future decisions and activities on other parts of the organization.
Treats all individuals with respect; responds sensitively to differences and encourages others to do the same. Upholds organizational and ethical norms. Maintains high standards of trustworthiness. Role model for diversity and inclusion.

Acts as a positive role model contributing to the team spirit. Collaborates and supports the development of others. Acts as positive leadership role model, motivates, directs and inspires others to succeed, utilizing appropriate leadership styles.
Demonstrates understanding of the impact of own role on all partners and always puts the end beneficiary first. Builds and maintains strong external relationships and is a competent partner for others (if relevant to the role).
Efficiently establishes an appropriate course of action for self and/or others to accomplish a goal. Actions lead to total task accomplishment through concern for quality in all areas. Sees opportunities and takes the initiative to act on them. Understands that responsible use of resources maximizes our impact on our beneficiaries.
Open to change and flexible in a fast paced environment. Effectively adapts own approach to suit changing circumstances or requirements. Reflects on experiences and modifies own behavior. Performance is consistent, even under pressure. Always pursues continuous improvements.
Evaluates data and courses of action to reach logical, pragmatic decisions. Takes an unbiased, rational approach with calculated risks. Applies innovation and creativity to problem-solving.
Expresses ideas or facts in a clear, concise and open manner. Communication indicates a consideration for the feelings and needs of others. Actively listens and proactively shares knowledge. Handles conflict effectively, by overcoming differences of opinion and finding common ground.
  • Advanced University Degree in a relevant  discipline related to the nature of the project: Finance, Information System, IT Project Management, Supply Chain, Project Management.
  • A combination of Bachelor’s Degree with an additional 2 years of relevant work experience may be accepted in lieu of the education requirements outlined above.
  • Certification in Project Management ( PRINCE2, PMI, etc.) Asset.

A minimum of 5 years' experience in implementing complex projects or programs, with a focus on IT project management, is required.

Proven knowledge and qualifications in IT infrastructure development is required.

Expertise in assessing critical linkages between procurement and business functions.

Demonstrated success in creating, executing, and implementing complex project plans.

Strong background in report writing, data analysis, document drafting, and risk management.

Excellent problem-solving and quality assurance skills.

Experience working effectively in multicultural teams.

Strong communication skills, including written, verbal, presentation, and client service abilities.

Full working knowledge of English is required.

Knowledge of the local language is an asset.

Please note that UNOPS does not accept unsolicited resumes.

Applications received after the closing date will not be considered.

Please note that only shortlisted candidates will be contacted and advance to the next stage of the selection process, which involves various assessments.

UNOPS embraces diversity and is committed to equal employment opportunity. Our workforce consists of many diverse nationalities, cultures,  languages, races, gender identities, sexual orientations, and abilities. UNOPS seeks to sustain and strengthen this diversity to ensure equal opportunities as well as an inclusive working environment for its entire workforce. 

Qualified women and candidates from groups which are underrepresented in the UNOPS workforce are encouraged to apply. These include in particular candidates from racialized and/or indigenous groups, members of minority gender identities and sexual orientations, and people with disabilities.

We would like to ensure all candidates perform at their best during the assessment process.  If you are shortlisted and require additional assistance to complete any assessment, including reasonable accommodation, please inform our human resources team when you receive an invitation.

Terms and Conditions 

For staff positions only, UNOPS reserves the right to appoint a candidate at a lower level than the advertised level of the post. 

For retainer contracts, you must complete a few mandatory courses ( they take around 4 hours to complete)  in your own time, before providing services to UNOPS. Refreshers or new mandatory courses may be required during your contract. Please note that you will not receive any compensation for taking courses and refreshers. For more information on a retainer contract here .

All UNOPS personnel are responsible for performing their duties in accordance with the UN Charter and UNOPS Policies and Instructions, as well as other relevant accountability frameworks. In addition, all personnel must demonstrate an understanding of the Sustainable Development Goals (SDGs) in a manner consistent with UN core values and the UN Common Agenda.

It is the policy of UNOPS to conduct background checks on all potential personnel. Recruitment in UNOPS is contingent on the results of such checks.

APPLICATION TIPS

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COMMENTS

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