Working with a Startup to Prepare a Business Plan

I am delighted to publish a Case Study of and testimonial for my work. It outlines in detail how I worked with a specific client to prepare a business plan for their business. It details the time involved and the process and methodology.


Download the Business Plan Write-Up Case Study


What is the Case Study about?


The document addresses in detail (19 pages) how Donncha worked with a real client to prepare a business plan. It details the project management process along with a detailed overview of the methodology used in preparing both the business plan document and the financial projections which are an integral part of the process and output.



1. Introduction & Background

2. About Device Smart (the Client)

3. The Process – 3 Days On Site

4. The Business Plan

5. The Client’s View – A Testimonial

6. Conclusion – is this process relevant to your business?



Wood from trees


What is the job of a Business Plan?


A business plan must communicate (not in rank order of importance):


1- The essence of the business in terms of its vision and ‘raison d’être’[1]

2- Who exactly is the customer and why they will buy from you and not the competition

3- The market opportunity … how many potential customers and trends in the market

4- The business model … how you are going to make money … to include route to market

5- How is the opportunity going to be embraced … how are you going to market and sell to realise the potential of the business

6- How do you see growth in the business

7- What is the reason for writing the plan … do you need investment, a loan, to hire employees, or is it an operational and action plan for the business

8- What has the business achieved to date and what is the current status in terms of product development (is it market ready) and market validation (do you have reference customers)

9- What is the plan of action for the future … and do the financials stack up.

10- What is the background of the Team (to include non-traditional team) that makes this business plan credible and compelling

[1] a French phrase meaning “reason for existence”



Why use an External Consultant to Write Your Business Plan?


Writing a business plan is not easy. It is firstly time consuming and secondly entrepreneurs can find it difficult to express themselves and to get the message across. It is actually very easy to get consumed within the document which becomes a behemoth – it can be difficult to see the Wood from the Trees. But business plans are required by businesses at a point in time particularly if external funding is required. The process can crucially provide a stimulus for questioning of the fundamentals of the business.


business plan preparation can be at the same time frustrating yet essential and provide huge benefit in terms of establishing a shared vision for the future of the business.



My thesis is that an external person should be retained to manage the business plan write-up process. They have an eye on the end goal but can also handle the detail:


► Manage the process of eliciting all the pertinent information on the business … by asking the right questions.

► Knowing how to structure the business plan and communicate the key detail of the plan succinctly yet powerfully … by being a wordsmith with an understanding of the essentials of business particularly the investor viewpoint.

► Develop robust financial projections … by fundamentally understanding Sales, Costs and the Business Model.

► By delivering a fantastic end product that encapsulates the business .. by project managing the entire process to include delivery of the final document.


If you feel that you could benefit from such an approach, then feel free to get in touch.


Donncha Hughes


p.s  The pdf is free to download, Business Plan Write-Up Case Study. Thanks in advance for sharing this article on Social Media