Lean Business Plan Template

This lean business plan template has 9 pages and is a MS Word file type listed under our business plan kit documents.

Sample of our lean business plan template:

Lean Business Plan Your business slogan here. Prepared By: [YOUR NAME] [YOUR JOB TITLE] Phone 555.555.5555 Email info@yourbusiness.com www.yourbusiness.com Statement of Confidentiality and Non-Disclosure This document contains proprietary and confidential information. All data submitted to [RECEIVING PARTY] is provided in reliance upon its consent not to use or disclose any information contained herein except in the context of its business dealings with [YOUR COMPANY NAME]. The recipient of this document agrees to inform its present and future employees and partners who view or have access to the document's content of its confidential nature. The recipient agrees to instruct each employee that they must not disclose any information concerning this document to others except to the extent that such matters are generally known to, and are available for use by, the public. The recipient also agrees not to duplicate or distribute or permit others to duplicate or distribute any material contained herein without [YOUR COMPANY NAME]'s express written consent. [YOUR COMPANY NAME] retains all title, ownership and intellectual property rights to the material and trademarks contained herein, including all supporting documentation, files, marketing material, and multimedia. BY ACCEPTANCE OF THIS DOCUMENT, THE RECIPIENT AGREES TO BE BOUND BY THE AFOREMENTIONED STATEMENT. Table of Contents Executive Summary 4 1. Strategy 5 1.1 Strategy Summary 5 1.2 Sales and Marketing Strategy 5 1.3 Team Members 5 2. Tactics 6 2.1 Marketing Tactics 6 2.2 Offering (Product or Service) Tactics 6 2.3 Financial Tactics (Admin and Infrastructure) 6 3. Basic Numbers and Forecast 7 3.1 Monthly Forecast 7 3.2 Yearly Forecast 7 3.3 Budget 8 4. Execution 9 4.1 Schedule Review 9 4.2 Assumptions 9 4.3 Milestones 9 4.4 Metrics 9 Executive Summary Write content under the executive summary that provides a brief but descriptive breakdown of the key components of the lean business plan. It should give brief details about strategy, tactics, basic numbers, forecasts, and execution. Ensure that the summary stands alone and doesn't directly refer to any part of the plan. 1. Strategy 1.1 Strategy Summary Ensure you highlight the problem the company is trying to solve and the potential solutions to that problem. 1.2 Sales and Marketing Strategy Explain how and where you plan to sell and distribute products or services. N.B: The sales strategy should answer the following questions: