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Strategic Planning Documents

Strategic planning documents.

  • Pitch Deck: Central to investor relations and strategic partnerships.
  • Business Plan: A comprehensive overview of business objectives and strategies.
  • Memorandum: For internal communications, policies, or strategic decisions.

Business Plan​

A strategic document that outlines the company's business model, marketing strategy, financial projections, and more.

Business Model​

Definition: A business model describes how an organization creates, delivers, and captures value. It outlines the core strategy for profitably operating a business. Scope: It encompasses high-level aspects such as revenue streams, customer segments, value propositions, and cost structures. Purpose: A business model provides a conceptual framework for how a company operates and generates profit. Flexibility: Business models can vary significantly between companies and industries. Examples: Subscription models, franchising, direct sales, and advertising-based models are types of business models.

Playbook​

  • Definition: A business playbook is a manual that describes a company's policies, workflows, and procedures.
  • Scope: It focuses on specific operational details, processes, and best practices within the organization.
  • Purpose: A playbook serves as a guide for employees, ensuring consistency in operations and decision-making.
  • Specificity: Playbooks are typically more detailed and process-oriented than business models.
  • Types: There are various types of playbooks, such as company playbooks, sales playbooks, and customer service playbooks.