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Strategy and Operations

Strategic planning documents.

  • Pitch Deck: Central to investor relations and strategic partnerships.
  • Business Plan: A comprehensive overview of business objectives and strategies.

Business Model Canvas

The business model provides the overarching strategy, while the playbook offers detailed guidelines for day-to-day operations, ensuring consistency and efficiency as you scale. This strategic management tool provides a visual overview of your business model, and helps you articulate how your startup will create, deliver, and capture value.

  1. Identify Value Creating Activities
  2. Key Partners
  3. Resources
  4. Value Propositions
  5. Customer Relationships
  6. Channels
  7. Customer Segments
  8. Cost Structure
  9. Revenue Streams

Business Model Canvas - Template

Business Plan

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

SECTIONS:

  • Executive Summary
  • Company Description
  • Market Analysis
  • Management Team overview
  • Products/Services description
  • Marketing and Sales strategies
  • Financial Projections

Business Model

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.

Business Playbook

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.

This operational manual contains detailed processes, policies, and standard operating procedures (SOPs).

  • Company vision, mission, and values
  • Organizational structure
  • Employee onboarding procedures
  • Role-specific responsibilities and processes
  • Best practices for various business functions
  • Company policies and guidelines