The Business Plan describes the business strategy including market analysis, competitive positioning, marketing strategy, financial projections, and action plans.

Template Sections (10 Sections)

1. Executive Summary
2. Analysis of Current Situation (Market, Products, Competitive, Distribution)
3. SWOT Analysis
4. Financial and Marketing Objectives
5. Marketing Strategy (Target Market, Product, Pricing, Promotion)
6. Digital Transformation and AI Strategy
7. Action Plan
8. Financial Projections (3-year forecast)
9. Sustainability and ESG Strategy
10. Controls and Contingency Plans

PMBOK 8 Enhancements

• Digital Transformation and AI Strategy — New section for technology-driven innovation
• ESG Strategy — Sustainability reporting frameworks (GRI, SASB)
• Adopt a Holistic View — Systems thinking applied to business planning

Format: Microsoft Word (.docx) | PMBOK Edition: 8th (2025) | Domain: Governance

Complete Guide & Filled-In Example

Get the most out of this template with the two companion resources below:

• Download the Filled-In Example — Project Phoenix — See exactly how this document was completed for a real $72K website launch project.