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How to write your Business Plan Proposal Template

With a Proposal Pack, you can create variations of this document of any length to suit your specific needs. This template is built using the Proposal Pack Wizard software included with any Proposal Pack or the Proposal Kit Professional bundle.

We typically include more chapters in the templates than most people will need to give everyone more variety in the chapters they may need. You can trim down a long template by removing pages you do not need or combining multiple chapter topics into one page.

Proposal Pack for Any Business

( Design themes, color schemes, fonts, and images are all customizable )

This set of chapters was selected for creating a detailed business plan aimed at stakeholders and potential investors. This document was specifically crafted to outline the strategic direction, operational framework, and financial projections of a company seeking to secure funding or partnership.

You can also create countless variations of this document to suit your needs using the included library of 2200+ chapters.
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Popular Proposal Pack Design Themes

The Proposal Pack for Any Business is a plain text design theme that does not include a visual design theme with logos or background photos. These design themes are commonly used to create this template. Any Proposal Pack can be used to create this template. Select a design theme based on your personal preferences for the visual look of the templates.

Use Cases for the Business Plan Proposal Template

  • Seeking investment for a new business venture.
  • Pitching a business expansion plan to existing stakeholders.
  • Providing a strategic business outline to potential partners.
  • Applying for business loans from financial institutions.
  • Detailing the operational strategy for new management.
  • Crafting a document to accompany grant applications.
  • Supporting strategic planning sessions within a company.
  • Presenting a business model for franchise opportunities.
  • Communicating business direction during mergers or acquisitions.
  • Assisting in the restructuring of a company's business model.

Chapters Suggested for the Business Plan Proposal Template

Cover Letter, Title Page, Table of Contents, Executive Summary, Business Objectives, Mission Statement, Keys to Success, Company Summary, Startup Summary, Products and Services, Market Analysis Summary, Target Market Segment Strategy, Industry Analysis, Competition and Buying Patterns, Strategy and Implementation Summary, SWOT Analysis, Marketing Strategy, Sales Strategy, Technology Plan, Management Summary, Personnel Plan, Financial Plan, Funding Request, Exit Strategy, Appendices

Copy and paste this chapter list into the Proposal Pack Wizard's 'Select by AI' screen to build the Business Plan Proposal Template. The Wizard is included with any Proposal Pack or the Proposal Kit Professional.

While the chapter list for this layout has been AI-generated, the Word template that the Proposal Kit software will create is 100% human-written content.

Components of the Business Plan Proposal Template

Creating the Business Plan Proposal Template involves assembling several chapters and filling them in with your details. While there's no one-size-fits-all template for every situation, Proposal Kit offers layouts that can be customized using its extensive chapter template library. The Wizard software builds this template for you, customized to your needs. The Wizard software is included in every Proposal Pack and the Proposal Kit Professional. You can customize this list of chapters as needed in the Wizard software, such as adding additional chapters, removing chapters, and changing the order of chapters.

Cover Letter

The cover letter serves as an introduction to the business plan, addressing the recipient personally and summarizing the purpose of the plan. It sets the tone and prefaces the details outlined in the subsequent pages, aiming to capture the interest of potential investors or partners.

Title Page

This page features the name of the business plan, the company name, contact information, and the date the document is presented. It acts as the front cover of the proposal, ensuring that all essential identifying information is front and center.

Table of Contents

The table of contents organizes the business plan into sections and sub-sections, each listed with corresponding page numbers. This allows readers to easily navigate through the document, finding specific information quickly and efficiently.

Executive Summary

This section provides a concise overview of the business plan, summarizing key points such as the business concept, financial features, and current business position. The executive summary is crucial as it often determines the reader's interest level in the rest of the document.

Business Objectives

In this chapter, specific goals that the company aims to achieve are outlined. These objectives are typically short-term and long-term, providing clear targets for the business to aim towards.

Mission Statement

This is a brief statement that defines the fundamental purpose of the organization. It communicates the company's core values and its intended direction to stakeholders and potential partners.

Keys to Success

This section details the critical factors that will contribute to the success of the business. These could include location, expert personnel, innovative products, or superior customer service.

Company Summary

Here, the background information of the company is provided, including the business structure, history, and the nature of the business. It gives stakeholders a better understanding of the company's foundation and operational context.

Startup Summary

This chapter outlines the necessary steps and resources required to start the business. It includes a breakdown of startup costs and a discussion of initial operational needs.

Products and Services

This section describes what the company offers in terms of products and services. It explains the benefits, competitive advantages, and why these offerings are viable in the current market.

Market Analysis Summary

An analysis of the industry, market size, growth rate, and market dynamics. This chapter assesses the external market environment, highlighting opportunities and risks.

Target Market Segment Strategy

This chapter defines the specific market segments the company aims to serve, along with strategies on how these segments will be targeted effectively.

Industry Analysis

In-depth analysis of the industry, including trends, main players, and the overall economic environment. This section often includes statistical and qualitative data to support its insights.

Competition and Buying Patterns

An examination of key competitors and the general behavior of target customers. This includes purchasing trends and factors influencing buyer decisions.

Strategy and Implementation Summary

An overview of the strategic approach that the company will employ to achieve its objectives, paired with an outline of practical implementation steps.

SWOT Analysis

An assessment of the company's strengths, weaknesses, opportunities, and threats, providing strategic insights that help in decision-making and future planning.

Marketing Strategy

Details on how the company plans to promote its products or services. It includes advertising, promotions, pricing strategy, and distribution methods.

Sales Strategy

Outlines how the company intends to sell its products or services and achieve sales targets. This may include sales processes, team structures, and sales activities.

Technology Plan

Plans for the technological needs of the business, including necessary software, hardware, and technology-related strategies that support business operations.

Management Summary

Information about the management team, their roles, experience, and how they contribute to the strategic goals of the business.

Personnel Plan

Details regarding current and future staffing requirements. This includes information about hiring, training, roles, and organizational structure.

Financial Plan

An extensive section that includes projected financial statements, budgets, and financial forecasts. Proposal Kit software can automate this data with its line-item database feature.

Funding Request

Specifies the amount of funding needed, the proposed use of these funds, and the desired type of funding (e.g., equity, loan).

Exit Strategy

Outlines the plans for potential future options for exiting the business, such as selling the company, reducing involvement, or acquiring other businesses.


Supplementary materials that support information in the main text. This could include detailed technical data, additional market analysis, or relevant documents.

This template is also referred to as

  • business strategy document
  • investment proposal template
  • financial plan proposal
  • company plan document
  • startup funding proposal
  • business expansion template
  • operational plan proposal
  • strategic business outline
  • company funding proposal
  • business model presentation

How to create the Business Plan Proposal Template with Proposal Pack Wizard

You can create this document using any of the logo-designed Proposal Packs. Pick any Proposal Pack with a logo design theme you like best; they will all work equally well. The Proposal Pack for Any Business has no extra logos or colors added. It is designed to be used plainly or customized with your logos and graphics.

This is a recipe for a template you can build in the Proposal Pack Wizard software using any of the Proposal Pack design themes. This template uses a new feature in the Wizard software for creating templates based on lists of chapters selected by the Business Proposal Outline Creator for Proposal Kit OpenAI GPT. We've used the GPT to generate this template recipe that you can paste into the Wizard's 'Select by AI' screen when selecting the templates for your project document. This Wizard feature will auto-select all the chapters generated by the GPT and map any mismatches to Proposal Kit chapter templates as best possible. This is a new experimental feature of the Proposal Pack Wizard software.

See this article, How to Streamline Your Business with AI Proposal Writer Tools, for more details on using ChatGPT to create your proposal outlines that can then be made by the Proposal Kit software.

If you have a ChatGPT Plus subscription for custom GPTs, use the Business Proposal Outline Creator for Proposal Kit OpenAI GPT to generate custom proposal chapter lists.

The Proposal Pack design theme you purchase will determine the visual look of this template. The screenshot above only shows the plain generic design theme.

We include a library of chapters to be assembled based on your needs. All proposals are different and have different needs and goals. We designed the Proposal Packs so you can customize the documents to suit your needs.

You will best create this document using the Proposal Pack Wizard - Expert Edition software to select this template and build it in the Proposal Pack logo design theme of your choice along with any desired customizations (such as adding additional chapters, removing unneeded chapters, changing the order of chapters, and importing your company logo). This template outlines a proposal for the described situation. Each user is responsible for typing in the actual content of the provided pages with their information to complete the proposal.

You create this template using the Wizard software, which includes the entire Proposal Pack library and software. We include the Expert Edition of the software in the Proposal Kit Professional bundle. Microsoft Word for Windows is required to use the customizing software.

How to Build Proposal Template from an AI Outline

This video shows how to build a Word format proposal template using the Proposal Pack Wizard software from an AI-generated outline. This video is illustrated with pre-created AI outlines of chapters that are pasted into the Wizard software, which then generates a Word document from the outline.

Key Takeaways

  • The Business Plan Proposal Template is built using a Proposal Pack or the Professional bundle using the included Wizard software.
  • You can create unlimited custom variations of this template.
  • The Wizard software automates quotes and other financial pages with a line-item database.
  • There are no ongoing subscription fees. You get lifetime unlimited use.
  • Proposal Kit is made for freelancers, small businesses, and non-profits.
  • Proposal Kit product content (templates, samples, software) is 100% written by humans.
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