Business Plan Services - The 5 Key Stages of the Process

Business planning can never be truly outsourced. If aclient should keep an eye on the process, getting
contractor or consultant is brought into the processupdates on findings at various intervals so they can
they may be allowed to take the lead, but the work willoffer input rather than simply a huge report at the end
still require extensive collaboration between theof the research process.
entrepreneur or business managers and theStrategy Consulting Stage
contracted firm. This collaboration process will take aWith a better idea of the market situation, the
different shape depending on the specific firm you areconsultant is now in a position to help the client craft a
working with, but should include these important stages:better strategy. High quality consultants will not simply
Interview Stageaccept the business's strategy as dictated, but will
After a contract has been signed (and perhaps evenbring their own understanding of business strategy to
before) interviewing will occur where the consultantthe table at this point. Discussions between the two
attempts to gather as much business informationparties will be important to the process at this stage.
directly from the entrepreneurs or managers asOutlining and Drafting Stage
possible. If there are multiple managers or founders,With strategy and the basic information for the
they will look to reconcile their different accounts ofbusiness plan now in hand, the consultant can outline
what the business is attempting to do and make thethe basic business plan. A draft of the plan will next be
team aware of significant divergences.created which should serve as a point of additional
Research Stagediscussion if necessary.
With the interview information as background, theCompletion Stage
consultant can now use a wide range of resources toFinally, the plan is proofread and copy edited.
find supporting data and statistics for the business plan.Appropriate graphics, such as charts, graphs, and logos
This will become the basis of the industry/market,are inserted to better illustrate what is being said. The
customer, and competitive analysis sections of thebusiness plan consultant should provide directions as to
plan. This is work that can primarily be done by thehow the plan should be printed and perhaps even how
consultant or consultants on their own. However, theand to whom it should be presented.