Reviews
What do Winnipeg credit unions and PrairiesCan want in a plan?
Winnipeg business plan credit union lending turns on financial statements, agri-food evidence and PrairiesCan criteria. Here is what to prepare.
Desk
Review Desk
Side-by-side work on business plan authoring, held to the same conditions each time.
Reviews
How Toronto lenders, accelerators and VC funds read your plan
Toronto business plan lenders read for repayment, accelerators for traction, VC funds for ownership. One plan can satisfy all three if you know the tests.
Industry
3 ways Montreal plans differ for tech and creative industries
Montreal business plan tech and creative ventures differ in three ways: bilingual investor decks, AMF securities expectations and sector funding.
Rules
Bill 96 and bilingual business plans in Quebec, a compliance guide
A Quebec Bill 96 business plan must put French first in commercial documents and show the OQLF how your enterprise meets francisation obligations.
Reviews
Plans by industry: which revenue driver, missed cost and reviewer question matter in each trade
Business plans by industry: the sections never change, but the revenue driver, the forgotten cost and the reviewer's first question do. Find which limit binds.
Features
Product and service plans mistakes in describing the offer
Product and service plans mistakes in how the offer is described: claims without evidence, wording a stranger cannot follow, and missing exclusions.
Maintenance
Financial projections mistakes: a half-hour model audit
Financial projections mistakes found by four audit questions: lowest cash balance, the inputs that move it, assumptions or quotes, and what breaks the model.
Industry
Getting product and service plans right the first time
The product and service section lets a stranger work out your gross margin: name the unit of sale, cost it, price it, and mark each claim as claim or evidence.
Industry
Why Financial Projections Examples Keep Causing Confusion
Financial projections examples teach structure, not numbers: the four model shapes, the chain from count to revenue, and why the same confusion returns.
Features
Financial projections: three linked statements, the assumptions page as the deliverable
Financial projections are an argument, not a prediction: three linked statements, the assumptions page as the deliverable, and four stress tests worth running.
Costs
Reading market analysis closely: build the estimate up from a countable unit, define segments by behavior
Market analysis that survives questioning: build the estimate up from a countable unit, define segments by behavior, and describe competitors as an operator.
Reviews
How to test executive summary software before you use it
Executive summaries software, tested rather than ranked: what the category sells, why no tool may originate a number, and a four-part test on a checked plan.
Guides
A deletion test for trend claims in an executive summary
A deletion test for trend claims in an executive summary: where each kind of claim belongs and which obligations a lender expects on the page.
Costs
Executive summaries template: eight slots, cut to one page
Executive summaries template for a long draft: a paste-in skeleton of eight slots, the order to fill them, and three kinds of sentence to delete.
Features
A closer look at executive summaries: the seven things a reader hunts for, why you write it last
An executive summary is the plan's conclusion, not its introduction: the seven things a reader hunts for, why you write it last, and how to reorder it.
Costs
Sales and marketing plans format beyond the obvious
Sales and marketing plan format: the path as a numbered sequence, one block per channel, the budget shown twice, and what belongs in the appendix instead.
Maintenance
6 parts of organization plans review, explained
An organization plans review checks six things: payroll, who does the work, hours and authority, missing gaps, actionable feedback, and review pitfalls.
Guides
Operations Plans Review: Check Constraints, Timing, and Fit
An operations plans review checks whether capacity, cash timing, permissions, and the rest of the business plan still match the work being done.
Features
Operations plans software: what it gives, what it can't
Operations plans software gives you counts and elapsed times for the plan, but no system names your binding constraint for you.
Maintenance
The sales and marketing plans checklist that catches what audits miss
A sales and marketing plan checklist: does the activity produce the volume the forecast assumes, is every channel owned and costed, and can each claim be supported.
Industry
Best organization plans software 2027: what each settles
Best organization plans software 2027: org chart, payroll and scheduling tools people use, what each settles, and what none of them can decide.
Rules
Company descriptions examples: what to evaluate
Company descriptions examples can show how filings, contracts, tax records, insurance forms and websites diverge—and seven checks can help you assess them.
Industry
Company descriptions mistakes to check before submitting
Company descriptions mistakes can weaken a business plan. Check names, addresses, entity type, ownership, licenses, disclosures and facts a reviewer may verify.
Guides
What to Include in Operations Plans for a Business Plan
Operations plans should explain order flow, capacity, premises, suppliers, staffing, inventory, quality, systems, permissions, and financial model inputs.
Maintenance
Making sense of organization plans: who does the work, who decides, what the team cannot do
The organization plan is a staffing and control document: who does the work, who decides, what the team cannot do, and what the whole of it costs loaded.
Rules
Reading sales and marketing plans with a sceptical eye
Use sales and marketing plans to connect projected revenue with acquisition cost, retention, sales timing, and the spending recorded in financial projections.
Reviews
Company descriptions: reading yours as a lender, then as an investor
Company descriptions are read by lenders and investors for different reasons. Check yours against the five lender questions and the three investor questions.
Guides
Looking closely at plan fundamentals: choose the one reader and the decision first
Plan fundamentals: choose the one reader and the decision first, keep every section agreeing with the model, and label each number counted, quoted or assumed.