U2.14 — Purpose and Intent of a Business Plan

Overview

Dotpoint 14: purpose and intent of a business plan.

A business plan sets out what a business is trying to achieve and how it plans to get there. It helps connect the business’s mission, goals and decisions about areas such as operations, marketing, finance and human resources.

In this dotpoint, the focus is on why a business plan is created and what it is meant to do for the business.

Business plan overview illustration
🎯 Purpose of a business plan

The purpose of a business plan is to give the business a clear direction for the future. It helps the business decide what it wants to achieve and how different parts of the business will work together to reach those goals.

Gives direction

It gives the business a clearer sense of where it is going and what actions need to be taken.

Supports decision-making

It helps owners and managers make more organised decisions instead of reacting randomly.

Sets priorities

It helps the business focus on the most important goals and use time and money more effectively.

Links parts of the business

It helps show how areas such as marketing, finance, operations and staffing should support the same goals.

Purpose of a business plan illustration
🧭 Intent of a business plan

The intent of a business plan is the practical reason it is used. A business plan is not just written to sit on a shelf. It is meant to guide action, support growth and help the business measure progress over time.

Guide the future

It helps the business work towards future goals in a more planned and organised way.

Seek finance

It may be used to show banks or other financial institutions that the business has a serious plan and is worth supporting.

Review progress

It can be used as a point of comparison so the business can check whether it is meeting its goals.

Support a new business

It may be created for a totally new business so the owner has a clear plan before starting.

Support an existing business

It can also help an existing business when it wants to grow, change direction or improve performance.

Intent of a business plan illustration
🏪 Simple business example

Example

A person wanting to open a new sports store may create a business plan before launching. The plan could help them clarify their goals, estimate start-up costs, decide on stock, staffing and store location, and plan how they will attract customers.

The same plan could also be used to show a bank why the business idea is worth funding and how the store expects to make sales and cover its costs.

Later, once the sports store is operating, the plan could still be useful for checking progress, reviewing whether sales targets are being met and deciding what changes are needed.

Sports store business plan example
Shark Tank icon

Biz Fact: Shark Tank pitches are basically mini business plans delivered under pressure.