Five Step Business Plan Process

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Business Planning Process:

There followings are the steps to Business Planning:

Step 1: Discovery

Each Wise client works one-on-one with an MBA-educated writer who is committed to understanding the unique needs of your business planning process. Your plan writer serves as the instrument that expresses your vision, creating content that is not only high-quality but in-depth and fully individualized. In the discovery portion of the planning process, you and your plan writer work as a team to truly understand the needs of your company, mapping out your business plan and preparing key items, such as your target market, milestones, and financial objectives.

Step 2: Narrative, Research, and Financials

Market data can change and fluctuate very quickly, becoming out of date fast. Because of this, Wise uses only the most up-to-date, cutting-edge sources to gather information and key statistics. The MBAs at Wise treat every client’s plan as its own separate research project, approaching each avenue of data with fresh enthusiasm. Every plan includes rich, detailed demographic information and carefully chosen statistics that help potential investors understand the market in which your company will thrive and grow.

With research comes financials. Each Wise plan tells a compelling story that is supported through research and financials. Your business planning process will include 5 years of pro forma financials, custom created for your business model. Knowing that financials are a critical component to the success of your plan, Wise benchmarks your business plan financials against industry standards. This ensures your financials are realistic and accurate.

Step 3: Review and Revise

Wise clients always have an opportunity to review their plans once they’ve been completely written and financially modeled, to ensure that the finished product is everything you want it to be. We understand that this plan represents your vision and your livelihood; because of that, we welcome your feedback and comments.

Step 4: Professional Graphic Design

Wise employs professional, experienced graphic designers and layout artists to carefully create a one-of-kind look for your business planning process that complements your company’s marketing materials. Our designers are trained to work within established branding or even to create a branding identity if that’s something the client desires. Guaranteed to make a stellar impression from the first glance, every Wise plan is as visually striking as it is well-written and researched.

Step 5: Magazine-style Printing (Optional)

Once your plan is written, designed, and approved by you, you can opt to have it professionally printed. We’ll take care of all the details, and you’ll receive two professional-grade, full-color plan copies and a digital CD shipped right to your door. Use the CD to get additional copies or for reference; once you purchase a Wise Business Plan™, the finished product belongs to you.

<div>Joseph Ferriolo <i class="fab fa-linkedin" style="color: blue"></i></div>
Joseph Ferriolo
Director at Wise Business Plans®
Joseph Ferriolo is the Director of Wise Business Plans. He has overseen over 15,000 written business plans during his tenure, raising over $1BN in funding and providing 30K+ consulting hours for startup companies.

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