education important essay in nepali

Enacting the Sustainable Development Goals in Nepalese Schools and Teacher Education

• First Online: 03 November 2023

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• Peter Brett 28 ,
• Ganga Gurung 29 ,
• Rabi Shah 30 ,
• Krishna Kumar Yogi 31 &
• Jiwan Dhungana 32  

Part of the book series: Education for Sustainability ((EDFSU,volume 7))

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Issues around sustainable development are central to Nepal’s progress and wellbeing as a developing nation. After a long period of being largely isolated from the rest of the world, Nepal has cautiously embraced globalisation and, with flooding threats from the effects of global warming on the Himalayas, is on the front line of climate change. Nepal committed itself to the Incheon Declaration of the World Education Forum and its Universal Declaration on Education by 2030 agenda.

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Krishna Kumar Yogi

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Jiwan Dhungana

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Brett, P., Gurung, G., Shah, R., Yogi, K.K., Dhungana, J. (2023). Enacting the Sustainable Development Goals in Nepalese Schools and Teacher Education. In: Beasy, K., Smith, C., Watson, J. (eds) Education and the UN Sustainable Development Goals. Education for Sustainability, vol 7. Springer, Singapore. https://doi.org/10.1007/978-981-99-3802-5_10

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how important is a business plan to an entrepreneur

14 reasons why you need a business plan.

10 min. read

Updated May 10, 2024

There’s no question that starting and running a business is hard work. But it’s also incredibly rewarding. And, one of the most important things you can do to increase your chances of success is to have a business plan.

A business plan is a foundational document that is essential for any company, no matter the size or age. From attracting potential investors to keeping your business on track—a business plan helps you achieve important milestones and grow in the right direction.

A business plan isn’t just a document you put together once when starting your business. It’s a living, breathing guide for existing businesses – one that business owners should revisit and update regularly.

Unfortunately, writing a business plan is often a daunting task for potential entrepreneurs. So, do you really need a business plan? Is it really worth the investment of time and resources? Can’t you just wing it and skip the whole planning process?

Good questions. Here’s every reason why you need a business plan.

• 1. Business planning is proven to help you grow 30 percent faster

Writing a business plan isn’t about producing a document that accurately predicts the future of your company. The  process  of writing your plan is what’s important. Writing your plan and reviewing it regularly gives you a better window into what you need to do to achieve your goals and succeed. 

You don’t have to just take our word for it. Studies have  proven that companies that plan  and review their results regularly grow 30 percent faster. Beyond faster growth, research also shows that companies that plan actually perform better. They’re less likely to become one of those woeful failure statistics, or experience  cash flow crises  that threaten to close them down. 

• 2. Planning is a necessary part of the fundraising process

One of the top reasons to have a business plan is to make it easier to raise money for your business. Without a business plan, it’s difficult to know how much money you need to raise, how you will spend the money once you raise it, and what your budget should be.

Investors want to know that you have a solid plan in place – that your business is headed in the right direction and that there is long-term potential in your venture. 

A business plan shows that your business is serious and that there are clearly defined steps on how it aims to become successful. It also demonstrates that you have the necessary competence to make that vision a reality. 

Investors, partners, and creditors will want to see detailed financial forecasts for your business that shows how you plan to grow and how you plan on spending their money. 

• 3. Having a business plan minimizes your risk

When you’re just starting out, there’s so much you don’t know—about your customers, your competition, and even about operations. 

As a business owner, you signed up for some of that uncertainty when you started your business, but there’s a lot you can  do to reduce your risk . Creating and reviewing your business plan regularly is a great way to uncover your weak spots—the flaws, gaps, and assumptions you’ve made—and develop contingency plans. 

Your business plan will also help you define budgets and revenue goals. And, if you’re not meeting your goals, you can quickly adjust spending plans and create more realistic budgets to keep your business healthy.

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• 4. Crafts a roadmap to achieve important milestones

A business plan is like a roadmap for your business. It helps you set, track and reach business milestones. 

For your plan to function in this way, your business plan should first outline your company’s short- and long-term goals. You can then fill in the specific steps necessary to reach those goals. This ensures that you measure your progress (or lack thereof) and make necessary adjustments along the way to stay on track while avoiding costly detours.

In fact, one of the top reasons why new businesses fail is due to bad business planning. Combine this with inflexibility and you have a recipe for disaster.

And planning is not just for startups. Established businesses benefit greatly from revisiting their business plan. It keeps them on track, even when the global market rapidly shifts as we’ve seen in recent years.

• 5. A plan helps you figure out if your idea can become a business

To turn your idea into reality, you need to accurately assess the feasibility of your business idea.

You need to verify:

• If there is a market for your product or service
• Who your target audience is
• How you will gain an edge over the current competition
• If your business can run profitably

A business plan forces you to take a step back and look at your business objectively, which makes it far easier to make tough decisions down the road. Additionally, a business plan helps you to identify risks and opportunities early on, providing you with the necessary time to come up with strategies to address them properly.

Finally, a business plan helps you work through the nuts and bolts of how your business will work financially and if it can become sustainable over time.

6. You’ll make big spending decisions with confidence

As your business grows, you’ll have to figure out when to hire new employees, when to expand to a new location, or whether you can afford a major purchase. 

These are always major spending decisions, and if you’re regularly reviewing the forecasts you mapped out in your business plan, you’re going to have better information to use to make your decisions.

7. You’re more likely to catch critical cash flow challenges early

The other side of those major spending decisions is understanding and monitoring your business’s cash flow. Your  cash flow statement  is one of the three key financial statements you’ll put together for your business plan. (The other two are your  balance sheet  and your  income statement  (P&L). 

Reviewing your cash flow statement regularly as part of your regular business plan review will help you see potential cash flow challenges earlier so you can take action to avoid a cash crisis where you can’t pay your bills. 

• 8. Position your brand against the competition

Competitors are one of the factors that you need to take into account when starting a business. Luckily, competitive research is an integral part of writing a business plan. It encourages you to ask questions like:

• What is your competition doing well? What are they doing poorly?
• What can you do to set yourself apart?
• What can you learn from them?
• How can you make your business stand out?
• What key business areas can you outcompete?
• How can you identify your target market?

Finding answers to these questions helps you solidify a strategic market position and identify ways to differentiate yourself. It also proves to potential investors that you’ve done your homework and understand how to compete. 

• 9. Determines financial needs and revenue models

A vital part of starting a business is understanding what your expenses will be and how you will generate revenue to cover those expenses. Creating a business plan helps you do just that while also defining ongoing financial needs to keep in mind. 

Without a business model, it’s difficult to know whether your business idea will generate revenue. By detailing how you plan to make money, you can effectively assess the viability and scalability of your business. 

Understanding this early on can help you avoid unnecessary risks and start with the confidence that your business is set up to succeed.

• 10. Helps you think through your marketing strategy

A business plan is a great way to document your marketing plan. This will ensure that all of your marketing activities are aligned with your overall goals. After all, a business can’t grow without customers and you’ll need a strategy for acquiring those customers. 

Your business plan should include information about your target market, your marketing strategy, and your marketing budget. Detail things like how you plan to attract and retain customers, acquire new leads, how the digital marketing funnel will work, etc. 

Having a documented marketing plan will help you to automate business operations, stay on track and ensure that you’re making the most of your marketing dollars.

• 11. Clarifies your vision and ensures everyone is on the same page

In order to create a successful business, you need a clear vision and a plan for how you’re going to achieve it. This is all detailed with your mission statement, which defines the purpose of your business, and your personnel plan, which outlines the roles and responsibilities of current and future employees. Together, they establish the long-term vision you have in mind and who will need to be involved to get there. 

Additionally, your business plan is a great tool for getting your team in sync. Through consistent plan reviews, you can easily get everyone in your company on the same page and direct your workforce toward tasks that truly move the needle.

• 12. Future-proof your business

A business plan helps you to evaluate your current situation and make realistic projections for the future.

This is an essential step in growing your business, and it’s one that’s often overlooked. When you have a business plan in place, it’s easier to identify opportunities and make informed decisions based on data.

Therefore, it requires you to outline goals, strategies, and tactics to help the organization stay focused on what’s important.

By regularly revisiting your business plan, especially when the global market changes, you’ll be better equipped to handle whatever challenges come your way, and pivot faster.

You’ll also be in a better position to seize opportunities as they arise.

Further Reading: 5 fundamental principles of business planning

• 13. Tracks your progress and measures success

An often overlooked purpose of a business plan is as a tool to define success metrics. A key part of writing your plan involves pulling together a viable financial plan. This includes financial statements such as your profit and loss, cash flow, balance sheet, and sales forecast.

By housing these financial metrics within your business plan, you suddenly have an easy way to relate your strategy to actual performance. You can track progress, measure results, and follow up on how the company is progressing. Without a plan, it’s almost impossible to gauge whether you’re on track or not.  

Additionally, by evaluating your successes and failures, you learn what works and what doesn’t and you can make necessary changes to your plan. In short, having a business plan gives you a framework for measuring your success. It also helps with building up a “lessons learned” knowledge database to avoid costly mistakes in the future.

• 14. Your business plan is an asset if you ever want to sell

Down the road, you might decide that you want to sell your business or position yourself for acquisition. Having a solid business plan is going to help you make the case for a higher valuation. Your business is likely to be worth more to a buyer if it’s easy for them to understand your business model, your target market, and your overall potential to grow and scale. 

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• Writing your business plan

By taking the time to create a business plan, you ensure that your business is heading in the right direction and that you have a roadmap to get there. We hope that this post has shown you just how important and valuable a business plan can be. While it may still seem daunting, the benefits far outweigh the time investment and learning curve for writing one. 

Luckily, you can write a plan in as little as 30 minutes. And there are plenty of excellent planning tools and business plan templates out there if you’re looking for more step-by-step guidance. Whatever it takes, write your plan and you’ll quickly see how useful it can be.

Tim Berry is the founder and chairman of Palo Alto Software , a co-founder of Borland International, and a recognized expert in business planning. He has an MBA from Stanford and degrees with honors from the University of Oregon and the University of Notre Dame. Today, Tim dedicates most of his time to blogging, teaching and evangelizing for business planning.

Table of Contents

• 6. You’ll make big spending decisions with confidence
• 7. You’re more likely to catch critical cash flow challenges early

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Business Plan: What It Is, What's Included, and How to Write One

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and behavioral finance. Adam received his master's in economics from The New School for Social Research and his Ph.D. from the University of Wisconsin-Madison in sociology. He is a CFA charterholder as well as holding FINRA Series 7, 55 & 63 licenses. He currently researches and teaches economic sociology and the social studies of finance at the Hebrew University in Jerusalem.

What Is a Business Plan?

A business plan is a document that details a company's goals and how it intends to achieve them. Business plans can be of benefit to both startups and well-established companies. For startups, a business plan can be essential for winning over potential lenders and investors. Established businesses can find one useful for staying on track and not losing sight of their goals. This article explains what an effective business plan needs to include and how to write one.

Key Takeaways

• A business plan is a document describing a company's business activities and how it plans to achieve its goals.
• Startup companies use business plans to get off the ground and attract outside investors.
• For established companies, a business plan can help keep the executive team focused on and working toward the company's short- and long-term objectives.
• There is no single format that a business plan must follow, but there are certain key elements that most companies will want to include.

Investopedia / Ryan Oakley

Understanding Business Plans

Any new business should have a business plan in place prior to beginning operations. In fact, banks and venture capital firms often want to see a business plan before they'll consider making a loan or providing capital to new businesses.

Even if a business isn't looking to raise additional money, a business plan can help it focus on its goals. A 2017 Harvard Business Review article reported that, "Entrepreneurs who write formal plans are 16% more likely to achieve viability than the otherwise identical nonplanning entrepreneurs."

Ideally, a business plan should be reviewed and updated periodically to reflect any goals that have been achieved or that may have changed. An established business that has decided to move in a new direction might create an entirely new business plan for itself.

There are numerous benefits to creating (and sticking to) a well-conceived business plan. These include being able to think through ideas before investing too much money in them and highlighting any potential obstacles to success. A company might also share its business plan with trusted outsiders to get their objective feedback. In addition, a business plan can help keep a company's executive team on the same page about strategic action items and priorities.

Business plans, even among competitors in the same industry, are rarely identical. However, they often have some of the same basic elements, as we describe below.

While it's a good idea to provide as much detail as necessary, it's also important that a business plan be concise enough to hold a reader's attention to the end.

How to Write a Business Plan

While there are any number of templates that you can use to write a business plan, it's best to try to avoid producing a generic-looking one. Let your plan reflect the unique personality of your business.

Many business plans use some combination of the sections below, with varying levels of detail, depending on the company.

Common Elements of a Business Plan

The length of a business plan can vary greatly from business to business. Regardless, it's best to fit the basic information into a 15- to 25-page document. Other crucial elements that take up a lot of space—such as applications for patents—can be referenced in the main document and attached as appendices.

These are some of the most common elements in many business plans:

• Executive summary: This section introduces the company and includes its mission statement along with relevant information about the company's leadership, employees, operations, and locations.
• Products and services: Here, the company should describe the products and services it offers or plans to introduce. That might include details on pricing, product lifespan, and unique benefits to the consumer. Other factors that could go into this section include production and manufacturing processes, any relevant patents the company may have, as well as proprietary technology . Information about research and development (R&D) can also be included here.
• Market analysis: A company needs to have a good handle on the current state of its industry and the existing competition. This section should explain where the company fits in, what types of customers it plans to target, and how easy or difficult it may be to take market share from incumbents.
• Marketing strategy: This section can describe how the company plans to attract and keep customers, including any anticipated advertising and marketing campaigns. It should also describe the distribution channel or channels it will use to get its products or services to consumers.
• Financial plans and projections: Established businesses can include financial statements, balance sheets, and other relevant financial information. New businesses can provide financial targets and estimates for the first few years. Your plan might also include any funding requests you're making.

The best business plans aren't generic ones created from easily accessed templates. A company should aim to entice readers with a plan that demonstrates its uniqueness and potential for success.

2 Types of Business Plans

Business plans can take many forms, but they are sometimes divided into two basic categories: traditional and lean startup. According to the U.S. Small Business Administration (SBA) , the traditional business plan is the more common of the two.

• Traditional business plans : These plans tend to be much longer than lean startup plans and contain considerably more detail. As a result they require more work on the part of the business, but they can also be more persuasive (and reassuring) to potential investors.
• Lean startup business plans : These use an abbreviated structure that highlights key elements. These business plans are short—as short as one page—and provide only the most basic detail. If a company wants to use this kind of plan, it should be prepared to provide more detail if an investor or a lender requests it.

Why Do Business Plans Fail?

A business plan is not a surefire recipe for success. The plan may have been unrealistic in its assumptions and projections to begin with. Markets and the overall economy might change in ways that couldn't have been foreseen. A competitor might introduce a revolutionary new product or service. All of this calls for building some flexibility into your plan, so you can pivot to a new course if needed.

How Often Should a Business Plan Be Updated?

How frequently a business plan needs to be revised will depend on the nature of the business. A well-established business might want to review its plan once a year and make changes if necessary. A new or fast-growing business in a fiercely competitive market might want to revise it more often, such as quarterly.

What Does a Lean Startup Business Plan Include?

The lean startup business plan is an option when a company prefers to give a quick explanation of its business. For example, a brand-new company may feel that it doesn't have a lot of information to provide yet.

Sections can include: a value proposition ; the company's major activities and advantages; resources such as staff, intellectual property, and capital; a list of partnerships; customer segments; and revenue sources.

The Bottom Line

A business plan can be useful to companies of all kinds. But as a company grows and the world around it changes, so too should its business plan. So don't think of your business plan as carved in granite but as a living document designed to evolve with your business.

Harvard Business Review. " Research: Writing a Business Plan Makes Your Startup More Likely to Succeed ."

U.S. Small Business Administration. " Write Your Business Plan ."

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The importance of a business plan

Business plans are like road maps: it’s possible to travel without one, but that will only increase the odds of getting lost along the way.

Owners with a business plan see growth 30% faster than those without one, and 71% of the fast-growing companies have business plans . Before we get into the thick of it, let’s define and go over what a business plan actually is.

What is a business plan?

A business plan is a 15-20 page document that outlines how you will achieve your business objectives and includes information about your product, marketing strategies, and finances. You should create one when you’re starting a new business and keep updating it as your business grows.

Rather than putting yourself in a position where you may have to stop and ask for directions or even circle back and start over, small business owners often use business plans to help guide them. That’s because they help them see the bigger picture, plan ahead, make important decisions, and improve the overall likelihood of success. ‍

Why is a business plan important?

A well-written business plan is an important tool because it gives entrepreneurs and small business owners, as well as their employees, the ability to lay out their goals and track their progress as their business begins to grow. Business planning should be the first thing done when starting a new business. Business plans are also important for attracting investors so they can determine if your business is on the right path and worth putting money into.

Business plans typically include detailed information that can help improve your business’s chances of success, like:

• A market analysis : gathering information about factors and conditions that affect your industry
• Competitive analysis : evaluating the strengths and weaknesses of your competitors
• Customer segmentation : divide your customers into different groups based on specific characteristics to improve your marketing
• Marketing: using your research to advertise your business
• Logistics and operations plans : planning and executing the most efficient production process
• Cash flow projection : being prepared for how much money is going into and out of your business
• An overall path to long-term growth

10 reasons why you need a business plan

I know what you’re thinking: “Do I really need a business plan? It sounds like a lot of work, plus I heard they’re outdated and I like figuring things out as I go...”.

The answer is: yes, you really do need a business plan! As entrepreneur Kevin J. Donaldson said, “Going into business without a business plan is like going on a mountain trek without a map or GPS support—you’ll eventually get lost and starve! Though it may sound tedious and time-consuming, business plans are critical to starting your business and setting yourself up for success.

To outline the importance of business plans and make the process sound less daunting, here are 10 reasons why you need one for your small business.

1. To help you with critical decisions

The primary importance of a business plan is that they help you make better decisions. Entrepreneurship is often an endless exercise in decision making and crisis management. Sitting down and considering all the ramifications of any given decision is a luxury that small businesses can’t always afford. That’s where a business plan comes in.

Building a business plan allows you to determine the answer to some of the most critical business decisions ahead of time.

Creating a robust business plan is a forcing function—you have to sit down and think about major components of your business before you get started, like your marketing strategy and what products you’ll sell. You answer many tough questions before they arise. And thinking deeply about your core strategies can also help you understand how those decisions will impact your broader strategy.

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2. To iron out the kinks

Putting together a business plan requires entrepreneurs to ask themselves a lot of hard questions and take the time to come up with well-researched and insightful answers. Even if the document itself were to disappear as soon as it’s completed, the practice of writing it helps to articulate your vision in realistic terms and better determine if there are any gaps in your strategy.

3. To avoid the big mistakes

Only about half of small businesses are still around to celebrate their fifth birthday . While there are many reasons why small businesses fail, many of the most common are purposefully addressed in business plans.

According to data from CB Insights , some of the most common reasons businesses fail include:

• No market need : No one wants what you’re selling.
• Lack of capital : Cash flow issues or businesses simply run out of money.
• Inadequate team : This underscores the importance of hiring the right people to help you run your business.
• Stiff competition : It’s tough to generate a steady profit when you have a lot of competitors in your space.
• Pricing : Some entrepreneurs price their products or services too high or too low—both scenarios can be a recipe for disaster.

The exercise of creating a business plan can help you avoid these major mistakes. Whether it’s cash flow forecasts or a product-market fit analysis , every piece of a business plan can help spot some of those potentially critical mistakes before they arise. For example, don’t be afraid to scrap an idea you really loved if it turns out there’s no market need. Be honest with yourself!

Get a jumpstart on your business plan by creating your own cash flow projection .

4. To prove the viability of the business

Many businesses are created out of passion, and while passion can be a great motivator, it’s not a great proof point.

Planning out exactly how you’re going to turn that vision into a successful business is perhaps the most important step between concept and reality. Business plans can help you confirm that your grand idea makes sound business sense.

A critical component of your business plan is the market research section. Market research can offer deep insight into your customers, your competitors, and your chosen industry. Not only can it enlighten entrepreneurs who are starting up a new business, but it can also better inform existing businesses on activities like marketing, advertising, and releasing new products or services.

Want to prove there’s a market gap? Here’s how you can get started with market research.

5. To set better objectives and benchmarks

Without a business plan, objectives often become arbitrary, without much rhyme or reason behind them. Having a business plan can help make those benchmarks more intentional and consequential. They can also help keep you accountable to your long-term vision and strategy, and gain insights into how your strategy is (or isn’t) coming together over time.

6. To communicate objectives and benchmarks

Whether you’re managing a team of 100 or a team of two, you can’t always be there to make every decision yourself. Think of the business plan like a substitute teacher, ready to answer questions any time there’s an absence. Let your staff know that when in doubt, they can always consult the business plan to understand the next steps in the event that they can’t get an answer from you directly.

Sharing your business plan with team members also helps ensure that all members are aligned with what you’re doing, why, and share the same understanding of long-term objectives.

7. To provide a guide for service providers

Small businesses typically employ contractors , freelancers, and other professionals to help them with tasks like accounting , marketing, legal assistance, and as consultants. Having a business plan in place allows you to easily share relevant sections with those you rely on to support the organization, while ensuring everyone is on the same page.

8. To secure financing

Did you know you’re 2.5x more likely to get funded if you have a business plan?If you’re planning on pitching to venture capitalists, borrowing from a bank, or are considering selling your company in the future, you’re likely going to need a business plan. After all, anyone that’s interested in putting money into your company is going to want to know it’s in good hands and that it’s viable in the long run. Business plans are the most effective ways of proving that and are typically a requirement for anyone seeking outside financing.

Learn what you need to get a small business loan.

9. To better understand the broader landscape

No business is an island, and while you might have a strong handle on everything happening under your own roof, it’s equally important to understand the market terrain as well. Writing a business plan can go a long way in helping you better understand your competition and the market you’re operating in more broadly, illuminate consumer trends and preferences, potential disruptions and other insights that aren’t always plainly visible.

10. To reduce risk

Entrepreneurship is a risky business, but that risk becomes significantly more manageable once tested against a well-crafted business plan. Drawing up revenue and expense projections, devising logistics and operational plans, and understanding the market and competitive landscape can all help reduce the risk factor from an inherently precarious way to make a living. Having a business plan allows you to leave less up to chance, make better decisions, and enjoy the clearest possible view of the future of your company.

Understanding the importance of a business plan

Now that you have a solid grasp on the “why” behind business plans, you can confidently move forward with creating your own.

Remember that a business plan will grow and evolve along with your business, so it’s an important part of your whole journey—not just the beginning.

Related Posts

Now that you’ve read up on the purpose of a business plan, check out our guide to help you get started.

The information and tips shared on this blog are meant to be used as learning and personal development tools as you launch, run and grow your business. While a good place to start, these articles should not take the place of personalized advice from professionals. As our lawyers would say: “All content on Wave’s blog is intended for informational purposes only. It should not be considered legal or financial advice.” Additionally, Wave is the legal copyright holder of all materials on the blog, and others cannot re-use or publish it without our written consent.

How to make a business plan

How to make a good business plan: step-by-step guide.

A business plan is a strategic roadmap used to navigate the challenging journey of entrepreneurship. It's the foundation upon which you build a successful business.

A well-crafted business plan can help you define your vision, clarify your goals, and identify potential problems before they arise.

But where do you start? How do you create a business plan that sets you up for success?

This article will explore the step-by-step process of creating a comprehensive business plan.

A business plan is a formal document that outlines a business's objectives, strategies, and operational procedures. It typically includes the following information about a company:

Products or services

Target market

Competitors

Marketing and sales strategies

Financial plan

Management team

A business plan serves as a roadmap for a company's success and provides a blueprint for its growth and development. It helps entrepreneurs and business owners organize their ideas, evaluate the feasibility, and identify potential challenges and opportunities.

As well as serving as a guide for business owners, a business plan can attract investors and secure funding. It demonstrates the company's understanding of the market, its ability to generate revenue and profits, and its strategy for managing risks and achieving success.

Business plan vs. business model canvas

A business plan may seem similar to a business model canvas, but each document serves a different purpose.

A business model canvas is a high-level overview that helps entrepreneurs and business owners quickly test and iterate their ideas. It is often a one-page document that briefly outlines the following:

Key partnerships

Key activities

Key propositions

Customer relationships

Customer segments

Key resources

Cost structure

Revenue streams

On the other hand, a Business Plan Template provides a more in-depth analysis of a company's strategy and operations. It is typically a lengthy document and requires significant time and effort to develop.

A business model shouldn’t replace a business plan, and vice versa. Business owners should lay the foundations and visually capture the most important information with a Business Model Canvas Template . Because this is a fast and efficient way to communicate a business idea, a business model canvas is a good starting point before developing a more comprehensive business plan.

A business plan can aim to secure funding from investors or lenders, while a business model canvas communicates a business idea to potential customers or partners.

A business plan is crucial for any entrepreneur or business owner wanting to increase their chances of success.

Here are some of the many benefits of having a thorough business plan.

Helps to define the business goals and objectives

A business plan encourages you to think critically about your goals and objectives. Doing so lets you clearly understand what you want to achieve and how you plan to get there.

A well-defined set of goals, objectives, and key results also provides a sense of direction and purpose, which helps keep business owners focused and motivated.

Guides decision-making

A business plan requires you to consider different scenarios and potential problems that may arise in your business. This awareness allows you to devise strategies to deal with these issues and avoid pitfalls.

With a clear plan, entrepreneurs can make informed decisions aligning with their overall business goals and objectives. This helps reduce the risk of making costly mistakes and ensures they make decisions with long-term success in mind.

Attracts investors and secures funding

Investors and lenders often require a business plan before considering investing in your business. A document that outlines the company's goals, objectives, and financial forecasts can help instill confidence in potential investors and lenders.

A well-written business plan demonstrates that you have thoroughly thought through your business idea and have a solid plan for success.

Identifies potential challenges and risks

A business plan requires entrepreneurs to consider potential challenges and risks that could impact their business. For example:

Is there enough demand for my product or service?

Will I have enough capital to start my business?

Is the market oversaturated with too many competitors?

What will happen if my marketing strategy is ineffective?

By identifying these potential challenges, entrepreneurs can develop strategies to mitigate risks and overcome challenges. This can reduce the likelihood of costly mistakes and ensure the business is well-positioned to take on any challenges.

Provides a basis for measuring success

A business plan serves as a framework for measuring success by providing clear goals and financial projections . Entrepreneurs can regularly refer to the original business plan as a benchmark to measure progress. By comparing the current business position to initial forecasts, business owners can answer questions such as:

Are we where we want to be at this point?

Did we achieve our goals?

If not, why not, and what do we need to do?

After assessing whether the business is meeting its objectives or falling short, business owners can adjust their strategies as needed.

How to make a business plan step by step

The steps below will guide you through the process of creating a business plan and what key components you need to include.

1. Create an executive summary

Start with a brief overview of your entire plan. The executive summary should cover your business plan's main points and key takeaways.

Keep your executive summary concise and clear with the Executive Summary Template . The simple design helps readers understand the crux of your business plan without reading the entire document.

2. Write your company description

Provide a detailed explanation of your company. Include information on what your company does, the mission statement, and your vision for the future.

Provide additional background information on the history of your company, the founders, and any notable achievements or milestones.

3. Conduct a market analysis

Conduct an in-depth analysis of your industry, competitors, and target market. This is best done with a SWOT analysis to identify your strengths, weaknesses, opportunities, and threats. Next, identify your target market's needs, demographics, and behaviors.

Use the Competitive Analysis Template to brainstorm answers to simple questions like:

What does the current market look like?

Who are your competitors?

What are they offering?

What will give you a competitive advantage?

Who is your target market?

What are they looking for and why?

How will your product or service satisfy a need?

These questions should give you valuable insights into the current market and where your business stands.

4. Describe your products and services

Provide detailed information about your products and services. This includes pricing information, product features, and any unique selling points.

Use the Product/Market Fit Template to explain how your products meet the needs of your target market. Describe what sets them apart from the competition.

5. Design a marketing and sales strategy

Outline how you plan to promote and sell your products. Your marketing strategy and sales strategy should include information about your:

Pricing strategy

Advertising and promotional tactics

Sales channels

The Go to Market Strategy Template is a great way to visually map how you plan to launch your product or service in a new or existing market.

6. Determine budget and financial projections

Document detailed information on your business’ finances. Describe the current financial position of the company and how you expect the finances to play out.

Some details to include in this section are:

Startup costs

Revenue projections

Profit and loss statement

Funding you have received or plan to receive

Strategy for raising funds

7. Set the organization and management structure

Define how your company is structured and who will be responsible for each aspect of the business. Use the Business Organizational Chart Template to visually map the company’s teams, roles, and hierarchy.

As well as the organization and management structure, discuss the legal structure of your business. Clarify whether your business is a corporation, partnership, sole proprietorship, or LLC.

8. Make an action plan

At this point in your business plan, you’ve described what you’re aiming for. But how are you going to get there? The Action Plan Template describes the following steps to move your business plan forward. Outline the next steps you plan to take to bring your business plan to fruition.

Types of business plans

Several types of business plans cater to different purposes and stages of a company's lifecycle. Here are some of the most common types of business plans.

Startup business plan

A startup business plan is typically an entrepreneur's first business plan. This document helps entrepreneurs articulate their business idea when starting a new business.

Not sure how to make a business plan for a startup? It’s pretty similar to a regular business plan, except the primary purpose of a startup business plan is to convince investors to provide funding for the business. A startup business plan also outlines the potential target market, product/service offering, marketing plan, and financial projections.

Strategic business plan

A strategic business plan is a long-term plan that outlines a company's overall strategy, objectives, and tactics. This type of strategic plan focuses on the big picture and helps business owners set goals and priorities and measure progress.

The primary purpose of a strategic business plan is to provide direction and guidance to the company's management team and stakeholders. The plan typically covers a period of three to five years.

Operational business plan

An operational business plan is a detailed document that outlines the day-to-day operations of a business. It focuses on the specific activities and processes required to run the business, such as:

Organizational structure

Staffing plan

Production plan

Quality control

Inventory management

Supply chain

The primary purpose of an operational business plan is to ensure that the business runs efficiently and effectively. It helps business owners manage their resources, track their performance, and identify areas for improvement.

Growth-business plan

A growth-business plan is a strategic plan that outlines how a company plans to expand its business. It helps business owners identify new market opportunities and increase revenue and profitability. The primary purpose of a growth-business plan is to provide a roadmap for the company's expansion and growth.

The 3 Horizons of Growth Template is a great tool to identify new areas of growth. This framework categorizes growth opportunities into three categories: Horizon 1 (core business), Horizon 2 (emerging business), and Horizon 3 (potential business).

One-page business plan

A one-page business plan is a condensed version of a full business plan that focuses on the most critical aspects of a business. It’s a great tool for entrepreneurs who want to quickly communicate their business idea to potential investors, partners, or employees.

A one-page business plan typically includes sections such as business concept, value proposition, revenue streams, and cost structure.

Best practices for how to make a good business plan

Here are some additional tips for creating a business plan:

Use a template

A template can help you organize your thoughts and effectively communicate your business ideas and strategies. Starting with a template can also save you time and effort when formatting your plan.

Miro’s extensive library of customizable templates includes all the necessary sections for a comprehensive business plan. With our templates, you can confidently present your business plans to stakeholders and investors.

Be practical

Avoid overestimating revenue projections or underestimating expenses. Your business plan should be grounded in practical realities like your budget, resources, and capabilities.

Be specific

Provide as much detail as possible in your business plan. A specific plan is easier to execute because it provides clear guidance on what needs to be done and how. Without specific details, your plan may be too broad or vague, making it difficult to know where to start or how to measure success.

Be thorough with your research

Conduct thorough research to fully understand the market, your competitors, and your target audience . By conducting thorough research, you can identify potential risks and challenges your business may face and develop strategies to mitigate them.

Get input from others

It can be easy to become overly focused on your vision and ideas, leading to tunnel vision and a lack of objectivity. By seeking input from others, you can identify potential opportunities you may have overlooked.

Review and revise regularly

A business plan is a living document. You should update it regularly to reflect market, industry, and business changes. Set aside time for regular reviews and revisions to ensure your plan remains relevant and effective.

Create a winning business plan to chart your path to success

Starting or growing a business can be challenging, but it doesn't have to be. Whether you're a seasoned entrepreneur or just starting, a well-written business plan can make or break your business’ success.

The purpose of a business plan is more than just to secure funding and attract investors. It also serves as a roadmap for achieving your business goals and realizing your vision. With the right mindset, tools, and strategies, you can develop a visually appealing, persuasive business plan.

Ready to make an effective business plan that works for you? Check out our library of ready-made strategy and planning templates and chart your path to success.

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What is a Business Plan? Definition, Tips, and Templates

Published: June 07, 2023

In an era where more than 20% of small enterprises fail in their first year, having a clear, defined, and well-thought-out business plan is a crucial first step for setting up a business for long-term success.

Business plans are a required tool for all entrepreneurs, business owners, business acquirers, and even business school students. But … what exactly is a business plan?

In this post, we'll explain what a business plan is, the reasons why you'd need one, identify different types of business plans, and what you should include in yours.

A business plan is a documented strategy for a business that highlights its goals and its plans for achieving them. It outlines a company's go-to-market plan, financial projections, market research, business purpose, and mission statement. Key staff who are responsible for achieving the goals may also be included in the business plan along with a timeline.

The business plan is an undeniably critical component to getting any company off the ground. It's key to securing financing, documenting your business model, outlining your financial projections, and turning that nugget of a business idea into a reality.

What is a business plan used for?

The purpose of a business plan is three-fold: It summarizes the organization’s strategy in order to execute it long term, secures financing from investors, and helps forecast future business demands.

Business Plan Template [ Download Now ]

Working on your business plan? Try using our Business Plan Template . Pre-filled with the sections a great business plan needs, the template will give aspiring entrepreneurs a feel for what a business plan is, what should be in it, and how it can be used to establish and grow a business from the ground up.

Purposes of a Business Plan

Chances are, someone drafting a business plan will be doing so for one or more of the following reasons:

1. Securing financing from investors.

Since its contents revolve around how businesses succeed, break even, and turn a profit, a business plan is used as a tool for sourcing capital. This document is an entrepreneur's way of showing potential investors or lenders how their capital will be put to work and how it will help the business thrive.

All banks, investors, and venture capital firms will want to see a business plan before handing over their money, and investors typically expect a 10% ROI or more from the capital they invest in a business.

Therefore, these investors need to know if — and when — they'll be making their money back (and then some). Additionally, they'll want to read about the process and strategy for how the business will reach those financial goals, which is where the context provided by sales, marketing, and operations plans come into play.

2. Documenting a company's strategy and goals.

A business plan should leave no stone unturned.

Business plans can span dozens or even hundreds of pages, affording their drafters the opportunity to explain what a business' goals are and how the business will achieve them.

To show potential investors that they've addressed every question and thought through every possible scenario, entrepreneurs should thoroughly explain their marketing, sales, and operations strategies — from acquiring a physical location for the business to explaining a tactical approach for marketing penetration.

These explanations should ultimately lead to a business' break-even point supported by a sales forecast and financial projections, with the business plan writer being able to speak to the why behind anything outlined in the plan.

Free Business Plan Template

The essential document for starting a business -- custom built for your needs.

• Outline your idea.
• Pitch to investors.
• Secure funding.
• Get to work!

You're all set!

Click this link to access this resource at any time.

Free Business Plan [Template]

Fill out the form to access your free business plan., 3. legitimizing a business idea..

Everyone's got a great idea for a company — until they put pen to paper and realize that it's not exactly feasible.

A business plan is an aspiring entrepreneur's way to prove that a business idea is actually worth pursuing.

As entrepreneurs document their go-to-market process, capital needs, and expected return on investment, entrepreneurs likely come across a few hiccups that will make them second guess their strategies and metrics — and that's exactly what the business plan is for.

It ensures an entrepreneur's ducks are in a row before bringing their business idea to the world and reassures the readers that whoever wrote the plan is serious about the idea, having put hours into thinking of the business idea, fleshing out growth tactics, and calculating financial projections.

4. Getting an A in your business class.

Speaking from personal experience, there's a chance you're here to get business plan ideas for your Business 101 class project.

If that's the case, might we suggest checking out this post on How to Write a Business Plan — providing a section-by-section guide on creating your plan?

What does a business plan need to include?

• Business Plan Subtitle

Executive Summary

• Company Description
• The Business Opportunity

Competitive Analysis

• Target Market

Marketing Plan

• Financial Summary
• Funding Requirements

1. Business Plan Subtitle

Every great business plan starts with a captivating title and subtitle. You’ll want to make it clear that the document is, in fact, a business plan, but the subtitle can help tell the story of your business in just a short sentence.

2. Executive Summary

Although this is the last part of the business plan that you’ll write, it’s the first section (and maybe the only section) that stakeholders will read. The executive summary of a business plan sets the stage for the rest of the document. It includes your company’s mission or vision statement, value proposition, and long-term goals.

3. Company Description

This brief part of your business plan will detail your business name, years in operation, key offerings, and positioning statement. You might even add core values or a short history of the company. The company description’s role in a business plan is to introduce your business to the reader in a compelling and concise way.

4. The Business Opportunity

The business opportunity should convince investors that your organization meets the needs of the market in a way that no other company can. This section explains the specific problem your business solves within the marketplace and how it solves them. It will include your value proposition as well as some high-level information about your target market.

5. Competitive Analysis

Just about every industry has more than one player in the market. Even if your business owns the majority of the market share in your industry or your business concept is the first of its kind, you still have competition. In the competitive analysis section, you’ll take an objective look at the industry landscape to determine where your business fits. A SWOT analysis is an organized way to format this section.

6. Target Market

Who are the core customers of your business and why? The target market portion of your business plan outlines this in detail. The target market should explain the demographics, psychographics, behavioristics, and geographics of the ideal customer.

7. Marketing Plan

Marketing is expansive, and it’ll be tempting to cover every type of marketing possible, but a brief overview of how you’ll market your unique value proposition to your target audience, followed by a tactical plan will suffice.

Think broadly and narrow down from there: Will you focus on a slow-and-steady play where you make an upfront investment in organic customer acquisition? Or will you generate lots of quick customers using a pay-to-play advertising strategy? This kind of information should guide the marketing plan section of your business plan.

8. Financial Summary

Money doesn’t grow on trees and even the most digital, sustainable businesses have expenses. Outlining a financial summary of where your business is currently and where you’d like it to be in the future will substantiate this section. Consider including any monetary information that will give potential investors a glimpse into the financial health of your business. Assets, liabilities, expenses, debt, investments, revenue, and more are all useful adds here.

So, you’ve outlined some great goals, the business opportunity is valid, and the industry is ready for what you have to offer. Who’s responsible for turning all this high-level talk into results? The "team" section of your business plan answers that question by providing an overview of the roles responsible for each goal. Don’t worry if you don’t have every team member on board yet, knowing what roles to hire for is helpful as you seek funding from investors.

10. Funding Requirements

Remember that one of the goals of a business plan is to secure funding from investors, so you’ll need to include funding requirements you’d like them to fulfill. The amount your business needs, for what reasons, and for how long will meet the requirement for this section.

Types of Business Plans

• Startup Business Plan
• Feasibility Business Plan
• Internal Business Plan
• Strategic Business Plan
• Business Acquisition Plan
• Business Repositioning Plan
• Expansion or Growth Business Plan

There’s no one size fits all business plan as there are several types of businesses in the market today. From startups with just one founder to historic household names that need to stay competitive, every type of business needs a business plan that’s tailored to its needs. Below are a few of the most common types of business plans.

For even more examples, check out these sample business plans to help you write your own .

1. Startup Business Plan

As one of the most common types of business plans, a startup business plan is for new business ideas. This plan lays the foundation for the eventual success of a business.

The biggest challenge with the startup business plan is that it’s written completely from scratch. Startup business plans often reference existing industry data. They also explain unique business strategies and go-to-market plans.

Because startup business plans expand on an original idea, the contents will vary by the top priority goals.

For example, say a startup is looking for funding. If capital is a priority, this business plan might focus more on financial projections than marketing or company culture.

2. Feasibility Business Plan

This type of business plan focuses on a single essential aspect of the business — the product or service. It may be part of a startup business plan or a standalone plan for an existing organization. This comprehensive plan may include:

• A detailed product description
• Market analysis
• Technology needs
• Production needs
• Financial sources
• Production operations

According to CBInsights research, 35% of startups fail because of a lack of market need. Another 10% fail because of mistimed products.

Some businesses will complete a feasibility study to explore ideas and narrow product plans to the best choice. They conduct these studies before completing the feasibility business plan. Then the feasibility plan centers on that one product or service.

3. Internal Business Plan

Internal business plans help leaders communicate company goals, strategy, and performance. This helps the business align and work toward objectives more effectively.

Besides the typical elements in a startup business plan, an internal business plan may also include:

• Department-specific budgets
• Target demographic analysis
• Market size and share of voice analysis
• Action plans
• Sustainability plans

Most external-facing business plans focus on raising capital and support for a business. But an internal business plan helps keep the business mission consistent in the face of change.

4. Strategic Business Plan

Strategic business plans focus on long-term objectives for your business. They usually cover the first three to five years of operations. This is different from the typical startup business plan which focuses on the first one to three years. The audience for this plan is also primarily internal stakeholders.

These types of business plans may include:

• Relevant data and analysis
• Assessments of company resources
• Vision and mission statements

It's important to remember that, while many businesses create a strategic plan before launching, some business owners just jump in. So, this business plan can add value by outlining how your business plans to reach specific goals. This type of planning can also help a business anticipate future challenges.

5. Business Acquisition Plan

Investors use business plans to acquire existing businesses, too — not just new businesses.

A business acquisition plan may include costs, schedules, or management requirements. This data will come from an acquisition strategy.

A business plan for an existing company will explain:

• How an acquisition will change its operating model
• What will stay the same under new ownership
• Why things will change or stay the same
• Acquisition planning documentation
• Timelines for acquisition

Additionally, the business plan should speak to the current state of the business and why it's up for sale.

For example, if someone is purchasing a failing business, the business plan should explain why the business is being purchased. It should also include:

• What the new owner will do to turn the business around
• Historic business metrics
• Sales projections after the acquisition
• Justification for those projections

6. Business Repositioning Plan

When a business wants to avoid acquisition, reposition its brand, or try something new, CEOs or owners will develop a business repositioning plan.

This plan will:

• Acknowledge the current state of the company.
• State a vision for the future of the company.
• Explain why the business needs to reposition itself.
• Outline a process for how the company will adjust.

Companies planning for a business reposition often do so — proactively or retroactively — due to a shift in market trends and customer needs.

For example, shoe brand AllBirds plans to refocus its brand on core customers and shift its go-to-market strategy. These decisions are a reaction to lackluster sales following product changes and other missteps.

7. Expansion or Growth Business Plan

When your business is ready to expand, a growth business plan creates a useful structure for reaching specific targets.

For example, a successful business expanding into another location can use a growth business plan. This is because it may also mean the business needs to focus on a new target market or generate more capital.

This type of plan usually covers the next year or two of growth. It often references current sales, revenue, and successes. It may also include:

• SWOT analysis
• Growth opportunity studies
• Financial goals and plans
• Marketing plans
• Capability planning

These types of business plans will vary by business, but they can help businesses quickly rally around new priorities to drive growth.

Getting Started With Your Business Plan

At the end of the day, a business plan is simply an explanation of a business idea and why it will be successful. The more detail and thought you put into it, the more successful your plan — and the business it outlines — will be.

When writing your business plan, you’ll benefit from extensive research, feedback from your team or board of directors, and a solid template to organize your thoughts. If you need one of these, download HubSpot's Free Business Plan Template below to get started.

Editor's note: This post was originally published in August 2020 and has been updated for comprehensiveness.

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Importance of Business Plan to an Entrepreneur – A business plan is an essential road map that entrepreneurs use to navigate the difficult process of starting and expanding a profitable firm. It performs as a strategic instrument for outlining the goals. Also, serve as a financial prediction of a company.

Whether you’re just starting or an experienced entrepreneur looking to sharpen your strategies, this guide will provide you with the knowledge and instructions you need to harness the power of a well-structured business plan.

Importance of a Business Plan to an Entrepreneurs

A strong business plan’s importance cannot be overstated since it provides entrepreneurs with a comprehensive framework for making decisions, attracting investors , securing funding, and navigating the dynamic business world. This article will cover the significance of a business plan. Also, offer practical guidance on how entrepreneurs can utilize it to advance their ventures. Let’s discuss what are the importance of a business plan to an entrepreneur.

A Business Plan Provides a Roadmap for a Business

A business plan may be compared to a road map that directs businesses toward commercial success. It acts as a strategy document that explains the objectives, strategies, and activities necessary to establish and expand a successful company. A business plan offers entrepreneurs a clear path to follow to accomplish their business goals. It is just like a roadmap that aids travelers in navigating new roads and arriving at their destination.

Picture you are going on a road trip to a dream destination. Before setting off, you would carefully plan your route, mark critical milestones, estimate travel time, and consider alternative paths in case of detours. Similarly, a business plan helps entrepreneurs chart their course by defining their vision, identifying target markets, assessing competition, setting financial goals, and mapping out strategies to overcome challenges.

Read – Can Anyone Be an Entrepreneur

Helps Entrepreneurs to Define Their Objectives

A business plan is a valuable tool that helps entrepreneurs in defining their objectives clearly. It offers business owners a well-organized framework for expressing their vision and establishing clear objectives. Entrepreneurs that go through the process of writing a business plan find clarity and concentration in their goals.

Imagine that an entrepreneur wishes to launch a sustainable clothing line. They would specify their goals through the business planning process, such as advancing ethical fashion, minimizing environmental effects, and making a good social impact. The business plan would outline these objectives and establish strategies and action steps to align the business activities with these goals.

Defined objectives in a business plan help entrepreneurs think critically, establish purpose, and guide decision-making. By setting SMART objectives, entrepreneurs can track performance, evaluate strategies, and make necessary adjustments to achieve desired outcomes. For example, an e-commerce business can increase online sales by 50% within a year, allowing regular monitoring, analysis, and adjustments to achieve its target.

Importance of Entrepreneurs to Identifying Their Target Market

When determining the target market for their goods or services, businesses place a lot of weight on their business plans. A business plan aids entrepreneurs in comprehending their potential clients, their demands, and their preferences by doing in-depth market research and analysis. This knowledge is essential for creating efficient marketing plans and modifying the company’s product offerings to satisfy the needs of the target market.

Let’s use the example of an entrepreneur who wants to launch a line of fitness clothes to demonstrate the significance of this. They would do market research as part of the process of writing a business plan to pinpoint their target consumers, such as fitness fanatics, gym visitors, or athletes. The business plan would include insightful information on the target market’s demographics, hobbies, and purchase patterns. With this knowledge, the business owner may carefully coordinate their product offering, price, and marketing messaging to appeal to the determined target demographic.

Entrepreneurs may focus on the appropriate audience, avoid one-size-fits-all techniques, and customize their products, services, and marketing strategies to their consumers’ needs by determining their target market. This aids in comprehending the competitive landscape, spotting gaps, and creating distinctive value propositions that appeal to the target market.

Read – Qualities of a Good Businessman

Helps Entrepreneurs to Assesses Competition

A business plan is a valuable tool that helps entrepreneurs assess their competition and gain a deeper understanding of the market landscape in which they operate. By following a structured approach, a business plan guides entrepreneurs on how to effectively analyze and evaluate their competitors.

A business plan helps entrepreneurs identify their key competitors by conducting research and gathering information about their products or services, pricing strategies, target market, marketing tactics, distribution channels, and customer reviews. This helps entrepreneurs understand their unique selling points and position themselves in the market. Entrepreneurs can compare their strengths and weaknesses to those of their competitors, identifying areas for differentiation. They also analyze market demand and customer preferences to identify gaps or underserved segments, tailoring their products or services to cater to these needs. A business plan guides entrepreneurs in positioning themselves against their competition, developing a unique value proposition that resonates with the target market. This roadmap helps entrepreneurs stay agile and adapt their strategies accordingly.

Importance to Evaluate Feasibility

When assessing the viability of their business idea, entrepreneurs must give the highest priority to their business plans. It acts as a helpful road map for business owners as they determine whether their idea is workable and has the potential to succeed.

Entrepreneurs should undertake in-depth market research and analysis, create financial predictions, perform a SWOT analysis, examine operational factors, and seek professional guidance to determine whether a company strategy is feasible. These steps help determine the feasibility of the business idea, identify potential blind spots, and develop contingency plans. By addressing factors such as resource availability, skills, expertise, infrastructure requirements, and operational processes, entrepreneurs can develop contingency plans and strategies to mitigate risks and ensure the venture’s success.

Read – Benefits of Being an Entrepreneur

Importance of Entrepreneurs to Attract Investors

A business plan holds immense importance for entrepreneurs when it comes to attracting investors to support their venture. A well-crafted business plan serves as a persuasive tool that demonstrates the potential of the business and convinces investors to provide financial backing.

To attract investors, entrepreneurs should create a compelling executive summary, detailed business description, market analysis, competitive advantage, financial projections, marketing and sales strategy, management team, risk assessment and mitigation, and clear exit strategy. These elements help investors understand the business’s growth potential, market potential, and competitive advantage.

Helps Entrepreneurs to Secures Their Funding

A business plan is essential for assisting entrepreneurs in obtaining finance for their projects. It acts as a roadmap that details the company’s potential, financial estimates, and growth plans. Entrepreneurs should write a succinct executive summary, thorough business description, market and competitive analysis, financial projections, funding requirements, marketing and sales strategy, management team, risk assessment, and mitigation, and supporting documents to obtain funding through a business plan.

These elements help investors and lenders understand the business’s unique value proposition, target market, revenue potential, and funding requirements. By presenting realistic financial projections, well-supported financial projections, and a well-thought-out marketing and sales strategy, entrepreneurs can secure funding and attract investors and lenders.

Read – Common Myths about Entrepreneurs

Business Plan Guides Entrepreneurs to Resource Allocation

A business plan serves as a valuable tool that guides entrepreneurs in allocating their resources effectively. It provides a clear roadmap for resource allocation by outlining the key areas of the business that require attention and investment.

To effectively allocate resources in a business plan, entrepreneurs should identify resource needs, set priorities, allocate financial resources based on projections and budget, allocate human resources based on skills and expertise, optimize time management, monitor and adjust resource allocation, seek efficiency and optimization, and regularly review and update the plan to reflect changes in resource needs. By doing so, entrepreneurs can optimize their resources and maximize the value derived from available resources. Regularly reviewing and updating the business plan ensures that resources are allocated effectively and efficiently.

Importance to Facilitate Decision-Making

A business plan holds great importance for entrepreneurs in facilitating effective decision-making throughout their entrepreneurial journey. It provides a framework that helps entrepreneurs make informed decisions by considering various factors and evaluating potential outcomes.

To effectively use a business plan for decision-making, entrepreneurs should define goals and objectives, gather relevant information, evaluate alternatives, consider financial implications, analyze risks and mitigation strategies, seek input from experts, regularly review and update the plan, and trust intuition and vision. This balances analytical thinking with an entrepreneurial instinct, ensuring long-term sustainability and informed decisions.

Read – Entrepreneur Mindset Books

Identifies Risks and Mitigation Strategies

A business plan plays a vital role in helping entrepreneurs identify risks and develop effective mitigation strategies. By carefully considering potential challenges and uncertainties, entrepreneurs can proactively address them and minimize their impact on the business.

To identify risks and develop mitigation strategies in a business plan, conduct a comprehensive risk assessment, analyze the impact and likelihood of risks, and develop specific strategies. Allocate resources, including financial, personnel, and time, to support the implementation of these strategies. Regularly monitor and update the business plan, seeking external expertise or consulting with industry professionals to gain insights. Communicate the identified risks and mitigation strategies clearly to stakeholders, including investors, lenders, and partners, to demonstrate professionalism and confidence in the business.

Importance of Entrepreneurs to Assists in Team Building

A business plan holds great importance for entrepreneurs in assisting them with team building, as it provides a clear framework for recruiting, developing, and managing their team effectively.

Entrepreneurs can use a business plan to aid in team building by defining roles and responsibilities, establishing recruitment criteria, developing a training and development plan, fostering a collaborative culture, setting performance goals and metrics, regularly evaluating and providing feedback, and fostering leadership and empowerment. These steps help attract and select the right individuals, align with the business plan’s objectives, and promote a supportive environment for innovation and creativity.

Read – Entrepreneurship Books for Students

Business Plan Supports Marketing and Sales Efforts

A business plan holds significant importance in supporting marketing and sales efforts for entrepreneurs. It provides a strategic roadmap for effectively promoting products or services and attracting customers. A business plan helps understand the target market, define the unique selling proposition (USP), develop marketing strategies, allocate budgets, monitor and measure results, and adapt and evolve.

By conducting thorough market research, defining the USP, and focusing on channels and tactics, entrepreneurs can effectively reach and engage their target audience. Regularly updating the business plan to reflect market trends and competitors can help entrepreneurs stay competitive and adapt their strategies accordingly.

Guides Product or Service Development

A business plan is essential for directing entrepreneurs as they create their goods or services. It offers a methodical way to determine consumer demands, specify product characteristics, and create a schedule for product development.

A business plan can guide product or service development by identifying customer needs, defining product or service features, setting development milestones, determining resource requirements, conducting testing and iteration, and integrating marketing and launch strategies. This helps entrepreneurs stay focused, track progress, and ensure the timely completion of activities. The plan should also outline the necessary funding, collaborations, and resources needed for the development process. By incorporating continuous improvement and iterative development, entrepreneurs can create a high-quality offering that meets or exceeds customer expectations.

Read – Green Innovation

Importance of Entrepreneurs to Manage Finances Effectively

A business plan holds great importance for entrepreneurs when it comes to managing finances effectively. It offers a thorough foundation for comprehending the financial facets of the firm and aids business owners in making defensible choices to maximize financial resources.

Entrepreneurs should construct a financial overview, define financial goals and objectives, develop a budget, track financial performance, plan for managing cash flow, and seek expert financial assistance to manage their money efficiently. This helps entrepreneurs forecast future financial needs, allocate resources effectively, and identify potential issues early on. By implementing these strategies, entrepreneurs can ensure the sustainability of their businesses and make informed decisions about their financial future.

Business Plan Measures Progress and Success

A business plan holds significant importance for entrepreneurs in measuring their progress and success. They may compare their accomplishments to it as a standard to see if they are progressing in the correct path.

Establish Key Performance Indicators (KPIs) that are in line with the goals of the business’s plan to successfully measure the growth and success of entrepreneurs. Regularly track and monitor KPIs to assess progress and make informed decisions. Conduct periodic reviews to evaluate progress against the plan, identify areas for adjustments or course corrections, and celebrate milestones and successes. Continuously update and evolve the business plan to reflect evolving goals, strategies, and market conditions.

Read – Difference Between Entrepreneur and Intrapreneur

Business Plan Importance to Enhance Credibility

A business plan plays a crucial role in enhancing the credibility of entrepreneurs and their ventures. It demonstrates to stakeholders, including potential investors, lenders, partners, and even customers, that entrepreneurs have a well-thought-out and strategic approach to their business.

To enhance entrepreneurs’ credibility, a well-presented business plan should present a professional image, conduct thorough market research, highlight the unique selling proposition, provide detailed financial projections, incorporate risk analysis and mitigation strategies, seek third-party validation, and regularly update and refine the plan. This shows credibility and commitment to continuous improvement, demonstrating the business’s ability to adapt and thrive in the ever-changing landscape.

Business Plan Provides a Basis for Partnerships

When forming partnerships, entrepreneurs place a lot of weight on their business plans. It offers a strong platform for prospective partners to comprehend the company. Also, its objectives, and the value it brings.

To successfully attract and establish partnerships, entrepreneurs should clearly define their business, highlight their target customers, market opportunities, and competitive advantages, outline partnership opportunities, develop partnership plans, and use the business plan as a communication tool. This aids potential partners in comprehending the goals and potential of the company as well as the growth potential of the market. Entrepreneurs may successfully convey their vision, ambitions, and potential to potential partners by emphasizing the advantages of collaboration, promoting development and success for both parties.

Read – Imitative Entrepreneurship

Importance of Entrepreneurs to Do Business Expansion

A business plan plays a crucial role for entrepreneurs when it comes to business expansion. It provides a strategic framework and guidance for expanding operations, entering new markets, or launching new products or services.

Entrepreneurs can use a business plan to facilitate expansion by evaluating current performance, defining expansion goals and objectives, conducting market research, developing a strategic expansion plan, assessing financial requirements, monitoring and adjusting the plan as needed, and continuously monitoring and adjusting the plan to ensure success. This approach helps businesses navigate market dynamics, identify strengths and weaknesses, and adapt to unforeseen challenges or opportunities.

Guides Entrepreneurs to Succession Planning

A business plan is of significant importance when it comes to guiding entrepreneurs in succession planning, which involves preparing for the future transition of leadership and ownership within a business.

To effectively use a business plan for succession planning, assess current leadership and ownership, identify potential successors, define succession goals and timeline, develop a succession plan, communicate with stakeholders, and regularly review and update the plan. This process ensures alignment with the long-term vision and aspirations of the business and its stakeholders. Regularly assess the progress of potential successors and provide development opportunities to enhance their skills and knowledge.

Importance to Increases Self-Awareness

A business plan is crucial for entrepreneurs because it may help them become more self-aware and better grasp their advantages, disadvantages, and possibilities for growth.

Entrepreneurs should consider their objectives and values, perform a SWOT analysis, create reasonable company goals, ask for criticism and mentoring, constantly evaluate their success, and change to improve their self-awareness. By identifying strengths, weaknesses, opportunities, and threats, entrepreneurs can create a clear vision and align their business plans with their values. By seeking feedback and mentoring, entrepreneurs can develop a stronger self-awareness and improve their business strategies.

An effective business plan is a crucial tool for entrepreneurs . It gives them a path to success. A successful business plan may help entrepreneurs define clear goals. Also, identify their target market, analyze the competition, determine whether their idea is feasible, draw in investors, manage funds, and track their progress. It functions as a manual to assist business owners make wise decisions, manage resources effectively, and adjust to changing conditions.

A solid business plan is crucial for entrepreneurs to navigate the complex commercial world, guiding their companies toward expansion, profitability, and long-term success. It should be evaluated and revised regularly to reflect company demands, serving as a compass for entrepreneurs.

FAQ about the Importance of Business Plans to Entrepreneurs

Why is a business plan important.

Because it gives business owners a clear road map for their venture, a business plan is crucial. It aids in establishing goals, locating target markets, evaluating rivalry, obtaining finance, and coming to wise conclusions. Describing their vision and plans, it functions as a strategic instrument that leads business owners toward success.

When is the Best Time to Write a Business Plan?

Typically, before launching a new firm. It is the ideal time to draft a business plan. Likewise, when a current firm is expected to undergo significant adjustments. Be sure you have a solid strategy in place before approaching investors, looking for finance. Especially, starting a business. Making a business plan, though, is never too late, and you can always change it as your company grows.

What is a Business Plan’s Main Objective?

A business plan’s main objective is to outline an organization’s goals, strategies, and financial predictions. It helps business owners communicate their vision, pinpoint their target market, assess the profitability of their endeavor, entice investors, and allocate their resources effectively. It serves as a compass for monitoring growth and making adjustments as needed.

What are the Typical Challenges of Writing a Business Plan?

Entrepreneurs face hurdles while drafting a business plan, such as limited time and resources, writing skills, market research, financial predictions, and strategic planning. The complexity of the process may be increased by using accurate market data, reasonable estimates, strategic planning, clear writing, and managing other elements of the firm.

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A business journal from the Wharton School of the University of Pennsylvania

Knowledge at Wharton Podcast

How entrepreneurs can create effective business plans, march 2, 2010 • 16 min listen.

When an entrepreneur has identified a potential business opportunity, the next step is developing a business plan for the new venture. What exactly should the new plan contain? How can the entrepreneur ensure it has the substance to find interest among would-be investors? In this installment of a series of podcasts for the Wharton-CERT Business Plan Competition, Wharton management professor Ian MacMillan explains that business plans must contain several crucial elements: They must articulate a market need; identify products or services to fill that need; assess the resources required to produce those products or services; address the risks involved in the venture; and estimate the potential revenues and profits.

An edited transcript of the interview appears below:

Knowledge at Wharton: Professor MacMillan, thank you for speaking with us about the necessity of entrepreneurs writing business plans. To start with a basic question, what exactly is a business plan?

Ian MacMillan: A business plan to me is a 25-page, maximum 30-page, document, which is a description, analysis and evaluation of a venture that you want to get funded by somebody. It provides critical information to the reader — usually an investor — about you, the entrepreneur, about the market that you are going to enter, about the product that you want to enter with, your strategy for entry, what the prospects are financially, and what the risks are to anybody who invests in the project.

Knowledge at Wharton: Could you explain some of these elements in a little more detail and describe how entrepreneurs can develop an effective business plan?

MacMillan: Let me start by saying that you probably want to avoid developing a detailed business plan unless you have done some initial work. Basically what happens is that by doing a little bit of work, you earn the right to do more work. The first thing I would do before you start a business plan is think about a concept statement. A concept statement is about three to five pages that you put together and share with potential customers or investors just to see if they think it’s worth the energy and effort of doing more detailed work.

The concept statement has a few pieces to it. You are going to have a description of the market need that has to be fulfilled; a description of the products or services that you think are going to fulfill that need; a description of the key resources that you think are going to be needed to provide that product or service; a specification of what resources are currently available; an articulation of what you think the risks are; and then a sort of rough and ready estimate of what you think the profits and profitability will be.

The idea is to put together this concept document and begin to share it around with people who are going to have to support your venture if you take it forward. This allows you to rethink as a result of feedback that you get. You might get word back from the various stakeholders — like potential customers or distributors — that this really wasn’t such a good idea after all. That saves you the energy and effort of putting together a big business plan.

Knowledge at Wharton: Assuming the concept statement works out and you want to move towards the business plan, what else would you need? And where can you find the information? Some information can be hard to locate, especially about your competitors.

MacMillan: It’s really important to go out and speak to your potential customers. You need to find the people who you think will buy your product and talk to them about what dissatisfies them with their current offerings. You should get a sense from them about who is providing the alternative at the moment. Remember, the world has gone for maybe 100,000 years without your idea — and people are getting by; they’re not dying. Something out there is servicing their need. So what is the closest competitive alternative to what you want to offer?

That is what you need to find out — and that involves talking and listening. And for all the enthusiasm you have for your venture or your idea, you really need to listen to people who are eventually going to write a check for it.

Before you go on to write a business plan, you have to do some more work. If the concept statement looks good, then the next step is to do a 15- to 20-page feasibility analysis. This means we are now going to take this idea to the next level. We’ve learned from potential customers and distributors. We’ve learned who the major competitors are. We’ve shaped the idea more clearly, and now we’re digging deeper.

The next challenge you face is to say, well, if you start this business, what evidence do you have that the market actually wants it? Who do you think would write a check for your product? You need to articulate what makes your product or your service feasible. What has to be done in order to make this thing real? You need a description of how you intend to enter the market, a description of who the major competitors are, a preliminary plan — a very rough plan — which specifies what you think your revenues and profits are going to be, and an estimate of what you think the required investment will be. And only then, once you have articulated that, and once again shared it with your stakeholder community, will you perhaps be able to go and write a business plan.

Knowledge at Wharton: Once you have done your feasibility analysis and assuming you get the go ahead from your stakeholders, what is the next step?

MacMillan: The idea of the business plan is to convince the stakeholders. First, what we need to do in a business plan is show that we understand the needs — the unmet needs — of potential customers. Second, we need to understand the strengths and weaknesses of the current most competitive offering out there. Third, we need to understand the skills and capabilities that you and your team have as entrepreneurs. Next we need to understand what the investors need to get out of their investment, because they have to put their money in and they need to have some kind of sense of what they are going to get in terms of returns. In addition, the investment needs to be competitive with alternative investments that the investors might make.

The most important idea in the business plan is to articulate and satisfy the different perspectives of various stakeholders. This process sets in motion some basic requirements in the business plan — to tee up right from the start — evidence that the customer will accept it. Probably a third of the ventures out there that fail are because some person came up with the right product that they thought the world would love and then found out that the customers couldn’t care less. What you want to try to do in a business plan is convince the reader that there are customers out there who will in fact buy the product — not because it’s a great product, but because they want it and they are willing to pay for it.

Moreover, you need to convince the reader that you have some kind of proprietary position that you can defend. You also need to convince your readers that you have an experienced and motivated management team and that you have the experience and the management capabilities to pull it off. You need to convince potential investors that they are going to get a better return than they could get elsewhere, so you need to estimate the net present value of this venture. You need to show that the risk they are taking will be accompanied by appropriate returns for that risk. If we look at the contents of a typical business plan, you need to be able to articulate all these issues in some 25 to 30 pages. People get tired if they have to read too much.

Now let’s look at the various components of the business plan document:

First, you need an executive summary that grabs the attention of the potential investor. This should be done in no more than two pages. The executive summary is meant to convince the potential investor to read further and say, “Wow! This is why I should read more about this business plan.”

Next, you need a market analysis. What is the market? How fast is it growing? How big is it? Who are the major players? In addition, you need a strategy section. It should address questions such as, “How are you going to get into this market? And how are you going to win in that marketplace against current competition?”

After that, you need a marketing plan. How are we going to segment the market? Which parts of the market are we going to attack? How are we going to get the attention of that market and attract it to our product or service?

You also need an operations plan that answers the question, “How are we going to make it happen?” And you need an organization plan, which shows who the people are who will take part in the venture.

You need to list the key events that will take place as the plan unfolds. What are the major things that are going to happen? If your plan happens to be about a physical product, are you going to have a prototype or a model? If it happens to be a software product, are you going to have a piece of software developed — a prototypical piece of software? What are the key milestones by which investors can judge what progress you are making in the investment? Remember that you will not get all your money up front. You will get your funds allocated contingent on your ability to achieve key milestones. So you may as well indicate what those milestones are.

You should also include a hard-nosed assessment of the key risks. For example, what are the market risks? What are the product risks? What are the financial risks? What are the competitive risks? To the extent that you are upfront and honest about it, you will convince your potential investors that you have done your homework. You need to also be able to indicate how you will mitigate these risks — because if you can’t mitigate them, investors are not going to put money into your venture.

After that, what you get down to is a financial plan where you basically do a five-year forecast of what you think the finances are going to be — maybe with quarterly data or projections for the first two years and annual for the next three years.

You need a pro forma profit and loss statement. You need a pro forma balance sheet if you have assets in the balance sheet. You need to have a pro forma cash flow. Your cash flow is important, because it is the cash flow that kills. You may have great profits on your books but you may run out of money — so you need a pro forma cash flow statement. And you need a financing plan that explains, as the project unfolds, what tranches of financing you will need and how will you go about raising that money.

Finally you need a financial evaluation that tells investors, if you make this investment, what is its value going to be to you as an investor. That is basically the structure of the plan.

Knowledge at Wharton: Let’s say you have written a business plan and presented it to your investors. How closely do you have to be tied to the plan? Does it mean that once you are executing against the plan, you should reject new opportunities you find because they are not part of your plan? Or should you build in some flexibility that allows you to explore emerging opportunities?

MacMillan: Is this an opportunity for me to speak about discovery-driven planning?

Knowledge at Wharton: Of course.

MacMillan: Okay. The thing about most entrepreneurial ventures is that your outcome is uncertain — because what you are doing is very new. It is very, very hard to predict what the actual outcome is going to be. One of the most fundamental flaws is that in the face of unfolding uncertainty, you single-mindedly and bloody-mindedly pursue the original objective.

The reality is that the true opportunity will emerge over time. What venture capitalists do is they will put a small amount of money into the project, allow the entrepreneur to enter that market space and then — contingent on performance and contingent on what apparent traction you can get in that market space — completely re-plan to find out what the true opportunity really is. It is insanity to insist that people actually meet their plan as it was originally written.

This doesn’t mean you compromise your objectives. The idea is that I want to keep on trying to meet my objectives, but how I meet them must change as the plan unfolds. That’s basically what led to all the work that Wharton has done in the last few years on discovery driven planning. It’s a way of thinking about planning that says, “I’m going to make small investments. If I’m wrong early, I can fail fast, fail cheap and move on. But as I find out what the true opportunity is, I can aggressively invest in what this opportunity is.”

Knowledge at Wharton: Could you give an example of a company that has used this discovery-driven planning process to take its business to the next level?

MacMillan: One company that has done the most in this area is Air Products. What they have been able to do is use discovery-driven planning to unfold completely different businesses from the ones that they were in. Air Products makes things like carbon dioxide and oxygen and nitrogen. It is a very old-line company. Using discovery-driven planning, they have been able to move aggressively into, for instance, the service sector. Once they recognized that they were able to deliver reliably and predictably in the face of uncertain demand, they developed a set of skills that allowed them to enter the service business where the return on investment and return on assets are far higher than putting a huge plant in place.

Knowledge at Wharton: Professor MacMillan, thanks so much.

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The importance of business plan: 5 key reasons.

A key part of any business is its business plan. They can help define the goals of your business and help it reach success. A good business plan can also help you develop an adequate marketing strategy. There are a number of reasons all business owners need business plans, keep reading to learn more!

Here’s What We’ll Cover:

5 reasons you need a well-written business plan, how do i make a business plan, key takeaways.

A business plan contains detailed information that can help determine its success. Some of this information can include the following:

• Cash flow projection
• Competitive analysis
• Financial statements and financial projections
• An operating plan

A solid business plan is a good way to attract potential investors. It can also help you display to business partners that you have a successful business growing. In a competitive landscape, a formal business plan is your key to success.

Check out all of the biggest reasons you need a good business plan below.

1. To Secure Funding

Whether you’re seeking funding from a venture capitalist or a bank, you’ll need a business plan. Business plans are the foundation of a business. They tell the parties that you’re seeking funding from whether or not you’re worth investing in. If you need any sort of outside financing, you’ll need a good business plan to secure it.

2. Set and Communicate Goals

A business plan gives you a tangible way of reviewing your business goals. Business plans revolve around the present and the future. When you establish your goals and put them in writing, you’re more likely to reach them. A strong business plan includes these goals, and allows you to communicate them to investors and employees alike.

3. Prove Viability in the Market

While many businesses are born from passion, not many will last without an effective business plan. While a business concept may seem sound, things may change once the specifics are written down. Often, people who attempt to start a business without a plan will fail. This is because they don’t take into account all of the planning and funds needed to get a business off of the ground.

Market research is a large part of the business planning process. It lets you review your potential customers, as well as the competition, in your field. By understanding both you can set price points for products or services. Sometimes, it may not make sense to start a business based on the existing competition. Other times, market research can guide you to effective marketing strategies that others lack. To have a successful business, it has to be viable. A business plan will help you determine that.

4. They Help Owners Avoid Failure

Far too often, small businesses fail. Many times, this is due to the lack of a strong business plan. There are many reasons that small businesses fail, most of which can be avoided by developing a business plan. Some of them are listed below, which can be avoided by having a business plan:

• The market doesn’t need the business’s product or service
• The business didn’t take into account the amount of capital needed
• The market is oversaturated
• The prices set by the business are too high, pushing potential customers away

Any good business plan includes information to help business owners avoid these issues.

5. Business Plans Reduce Risk

Related to the last reason, business plans help reduce risk. A well-thought-out business plan helps reduce risky decisions. They help business owners make informed decisions based on the research they conduct. Any business owner can tell you that the most important part of their job is making critical decisions. A business plan that factors in all possible situations helps make those decisions.

Luckily, there are plenty of tools available to help you create a business plan. A simple search can lead you to helpful tools, like a business plan template . These are helpful, as they let you fill in the information as you go. Many of them provide basic instructions on how to create the business plan, as well.

If you plan on starting a business, you’ll need a business plan. They’re good for a vast number of things. Business plans help owners make informed decisions, as well as set goals and secure funding. Don’t put off putting together your business plan!

If you’re in the planning stages of your business, be sure to check out our resource hub . We have plenty of valuable resources and articles for you when you’re just getting started. Check it out today!

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11.4 The Business Plan

Learning objectives.

By the end of this section, you will be able to:

• Describe the different purposes of a business plan
• Describe and develop the components of a brief business plan
• Describe and develop the components of a full business plan

Unlike the brief or lean formats introduced so far, the business plan is a formal document used for the long-range planning of a company’s operation. It typically includes background information, financial information, and a summary of the business. Investors nearly always request a formal business plan because it is an integral part of their evaluation of whether to invest in a company. Although nothing in business is permanent, a business plan typically has components that are more “set in stone” than a business model canvas , which is more commonly used as a first step in the planning process and throughout the early stages of a nascent business. A business plan is likely to describe the business and industry, market strategies, sales potential, and competitive analysis, as well as the company’s long-term goals and objectives. An in-depth formal business plan would follow at later stages after various iterations to business model canvases. The business plan usually projects financial data over a three-year period and is typically required by banks or other investors to secure funding. The business plan is a roadmap for the company to follow over multiple years.

Some entrepreneurs prefer to use the canvas process instead of the business plan, whereas others use a shorter version of the business plan, submitting it to investors after several iterations. There are also entrepreneurs who use the business plan earlier in the entrepreneurial process, either preceding or concurrently with a canvas. For instance, Chris Guillebeau has a one-page business plan template in his book The $100 Startup . 48 His version is basically an extension of a napkin sketch without the detail of a full business plan. As you progress, you can also consider a brief business plan (about two pages)—if you want to support a rapid business launch—and/or a standard business plan.

As with many aspects of entrepreneurship, there are no clear hard and fast rules to achieving entrepreneurial success. You may encounter different people who want different things (canvas, summary, full business plan), and you also have flexibility in following whatever tool works best for you. Like the canvas, the various versions of the business plan are tools that will aid you in your entrepreneurial endeavor.

Business Plan Overview

Most business plans have several distinct sections ( Figure 11.16 ). The business plan can range from a few pages to twenty-five pages or more, depending on the purpose and the intended audience. For our discussion, we’ll describe a brief business plan and a standard business plan. If you are able to successfully design a business model canvas, then you will have the structure for developing a clear business plan that you can submit for financial consideration.

Both types of business plans aim at providing a picture and roadmap to follow from conception to creation. If you opt for the brief business plan, you will focus primarily on articulating a big-picture overview of your business concept.

The full business plan is aimed at executing the vision concept, dealing with the proverbial devil in the details. Developing a full business plan will assist those of you who need a more detailed and structured roadmap, or those of you with little to no background in business. The business planning process includes the business model, a feasibility analysis, and a full business plan, which we will discuss later in this section. Next, we explore how a business plan can meet several different needs.

A business plan can serve many different purposes—some internal, others external. As we discussed previously, you can use a business plan as an internal early planning device, an extension of a napkin sketch, and as a follow-up to one of the canvas tools. A business plan can be an organizational roadmap , that is, an internal planning tool and working plan that you can apply to your business in order to reach your desired goals over the course of several years. The business plan should be written by the owners of the venture, since it forces a firsthand examination of the business operations and allows them to focus on areas that need improvement.

Refer to the business venture throughout the document. Generally speaking, a business plan should not be written in the first person.

A major external purpose for the business plan is as an investment tool that outlines financial projections, becoming a document designed to attract investors. In many instances, a business plan can complement a formal investor’s pitch. In this context, the business plan is a presentation plan, intended for an outside audience that may or may not be familiar with your industry, your business, and your competitors.

You can also use your business plan as a contingency plan by outlining some “what-if” scenarios and exploring how you might respond if these scenarios unfold. Pretty Young Professional launched in November 2010 as an online resource to guide an emerging generation of female leaders. The site focused on recent female college graduates and current students searching for professional roles and those in their first professional roles. It was founded by four friends who were coworkers at the global consultancy firm McKinsey. But after positions and equity were decided among them, fundamental differences of opinion about the direction of the business emerged between two factions, according to the cofounder and former CEO Kathryn Minshew . “I think, naively, we assumed that if we kicked the can down the road on some of those things, we’d be able to sort them out,” Minshew said. Minshew went on to found a different professional site, The Muse , and took much of the editorial team of Pretty Young Professional with her. 49 Whereas greater planning potentially could have prevented the early demise of Pretty Young Professional, a change in planning led to overnight success for Joshua Esnard and The Cut Buddy team. Esnard invented and patented the plastic hair template that he was selling online out of his Fort Lauderdale garage while working a full-time job at Broward College and running a side business. Esnard had hundreds of boxes of Cut Buddies sitting in his home when he changed his marketing plan to enlist companies specializing in making videos go viral. It worked so well that a promotional video for the product garnered 8 million views in hours. The Cut Buddy sold over 4,000 products in a few hours when Esnard only had hundreds remaining. Demand greatly exceeded his supply, so Esnard had to scramble to increase manufacturing and offered customers two-for-one deals to make up for delays. This led to selling 55,000 units, generating $700,000 in sales in 2017. 50 After appearing on Shark Tank and landing a deal with Daymond John that gave the “shark” a 20-percent equity stake in return for $300,000, The Cut Buddy has added new distribution channels to include retail sales along with online commerce. Changing one aspect of a business plan—the marketing plan—yielded success for The Cut Buddy.

Link to Learning

Watch this video of Cut Buddy’s founder, Joshua Esnard, telling his company’s story to learn more.

If you opt for the brief business plan, you will focus primarily on articulating a big-picture overview of your business concept. This version is used to interest potential investors, employees, and other stakeholders, and will include a financial summary “box,” but it must have a disclaimer, and the founder/entrepreneur may need to have the people who receive it sign a nondisclosure agreement (NDA) . The full business plan is aimed at executing the vision concept, providing supporting details, and would be required by financial institutions and others as they formally become stakeholders in the venture. Both are aimed at providing a picture and roadmap to go from conception to creation.

The brief business plan is similar to an extended executive summary from the full business plan. This concise document provides a broad overview of your entrepreneurial concept, your team members, how and why you will execute on your plans, and why you are the ones to do so. You can think of a brief business plan as a scene setter or—since we began this chapter with a film reference—as a trailer to the full movie. The brief business plan is the commercial equivalent to a trailer for Field of Dreams , whereas the full plan is the full-length movie equivalent.

Brief Business Plan or Executive Summary

As the name implies, the brief business plan or executive summary summarizes key elements of the entire business plan, such as the business concept, financial features, and current business position. The executive summary version of the business plan is your opportunity to broadly articulate the overall concept and vision of the company for yourself, for prospective investors, and for current and future employees.

A typical executive summary is generally no longer than a page, but because the brief business plan is essentially an extended executive summary, the executive summary section is vital. This is the “ask” to an investor. You should begin by clearly stating what you are asking for in the summary.

In the business concept phase, you’ll describe the business, its product, and its markets. Describe the customer segment it serves and why your company will hold a competitive advantage. This section may align roughly with the customer segments and value-proposition segments of a canvas.

Next, highlight the important financial features, including sales, profits, cash flows, and return on investment. Like the financial portion of a feasibility analysis, the financial analysis component of a business plan may typically include items like a twelve-month profit and loss projection, a three- or four-year profit and loss projection, a cash-flow projection, a projected balance sheet, and a breakeven calculation. You can explore a feasibility study and financial projections in more depth in the formal business plan. Here, you want to focus on the big picture of your numbers and what they mean.

The current business position section can furnish relevant information about you and your team members and the company at large. This is your opportunity to tell the story of how you formed the company, to describe its legal status (form of operation), and to list the principal players. In one part of the extended executive summary, you can cover your reasons for starting the business: Here is an opportunity to clearly define the needs you think you can meet and perhaps get into the pains and gains of customers. You also can provide a summary of the overall strategic direction in which you intend to take the company. Describe the company’s mission, vision, goals and objectives, overall business model, and value proposition.

Rice University’s Student Business Plan Competition, one of the largest and overall best-regarded graduate school business-plan competitions (see Telling Your Entrepreneurial Story and Pitching the Idea ), requires an executive summary of up to five pages to apply. 51 , 52 Its suggested sections are shown in Table 11.2 .

Are You Ready?

Create a brief business plan.

Fill out a canvas of your choosing for a well-known startup: Uber, Netflix, Dropbox, Etsy, Airbnb, Bird/Lime, Warby Parker, or any of the companies featured throughout this chapter or one of your choice. Then create a brief business plan for that business. See if you can find a version of the company’s actual executive summary, business plan, or canvas. Compare and contrast your vision with what the company has articulated.

• These companies are well established but is there a component of what you charted that you would advise the company to change to ensure future viability?
• Map out a contingency plan for a “what-if” scenario if one key aspect of the company or the environment it operates in were drastically is altered?

Full Business Plan

Even full business plans can vary in length, scale, and scope. Rice University sets a ten-page cap on business plans submitted for the full competition. The IndUS Entrepreneurs , one of the largest global networks of entrepreneurs, also holds business plan competitions for students through its Tie Young Entrepreneurs program. In contrast, business plans submitted for that competition can usually be up to twenty-five pages. These are just two examples. Some components may differ slightly; common elements are typically found in a formal business plan outline. The next section will provide sample components of a full business plan for a fictional business.

The executive summary should provide an overview of your business with key points and issues. Because the summary is intended to summarize the entire document, it is most helpful to write this section last, even though it comes first in sequence. The writing in this section should be especially concise. Readers should be able to understand your needs and capabilities at first glance. The section should tell the reader what you want and your “ask” should be explicitly stated in the summary.

Describe your business, its product or service, and the intended customers. Explain what will be sold, who it will be sold to, and what competitive advantages the business has. Table 11.3 shows a sample executive summary for the fictional company La Vida Lola.

Business Description

This section describes the industry, your product, and the business and success factors. It should provide a current outlook as well as future trends and developments. You also should address your company’s mission, vision, goals, and objectives. Summarize your overall strategic direction, your reasons for starting the business, a description of your products and services, your business model, and your company’s value proposition. Consider including the Standard Industrial Classification/North American Industry Classification System (SIC/NAICS) code to specify the industry and insure correct identification. The industry extends beyond where the business is located and operates, and should include national and global dynamics. Table 11.4 shows a sample business description for La Vida Lola.

Industry Analysis and Market Strategies

Here you should define your market in terms of size, structure, growth prospects, trends, and sales potential. You’ll want to include your TAM and forecast the SAM . (Both these terms are discussed in Conducting a Feasibility Analysis .) This is a place to address market segmentation strategies by geography, customer attributes, or product orientation. Describe your positioning relative to your competitors’ in terms of pricing, distribution, promotion plan, and sales potential. Table 11.5 shows an example industry analysis and market strategy for La Vida Lola.

The competitive analysis is a statement of the business strategy as it relates to the competition. You want to be able to identify who are your major competitors and assess what are their market shares, markets served, strategies employed, and expected response to entry? You likely want to conduct a classic SWOT analysis (Strengths Weaknesses Opportunities Threats) and complete a competitive-strength grid or competitive matrix. Outline your company’s competitive strengths relative to those of the competition in regard to product, distribution, pricing, promotion, and advertising. What are your company’s competitive advantages and their likely impacts on its success? The key is to construct it properly for the relevant features/benefits (by weight, according to customers) and how the startup compares to incumbents. The competitive matrix should show clearly how and why the startup has a clear (if not currently measurable) competitive advantage. Some common features in the example include price, benefits, quality, type of features, locations, and distribution/sales. Sample templates are shown in Figure 11.17 and Figure 11.18 . A competitive analysis helps you create a marketing strategy that will identify assets or skills that your competitors are lacking so you can plan to fill those gaps, giving you a distinct competitive advantage. When creating a competitor analysis, it is important to focus on the key features and elements that matter to customers, rather than focusing too heavily on the entrepreneur’s idea and desires.

Operations and Management Plan

In this section, outline how you will manage your company. Describe its organizational structure. Here you can address the form of ownership and, if warranted, include an organizational chart/structure. Highlight the backgrounds, experiences, qualifications, areas of expertise, and roles of members of the management team. This is also the place to mention any other stakeholders, such as a board of directors or advisory board(s), and their relevant relationship to the founder, experience and value to help make the venture successful, and professional service firms providing management support, such as accounting services and legal counsel.

Table 11.6 shows a sample operations and management plan for La Vida Lola.

Here you should outline and describe an effective overall marketing strategy for your venture, providing details regarding pricing, promotion, advertising, distribution, media usage, public relations, and a digital presence. Fully describe your sales management plan and the composition of your sales force, along with a comprehensive and detailed budget for the marketing plan. Table 11.7 shows a sample marketing plan for La Vida Lola.

Financial Plan

A financial plan seeks to forecast revenue and expenses; project a financial narrative; and estimate project costs, valuations, and cash flow projections. This section should present an accurate, realistic, and achievable financial plan for your venture (see Entrepreneurial Finance and Accounting for detailed discussions about conducting these projections). Include sales forecasts and income projections, pro forma financial statements ( Building the Entrepreneurial Dream Team , a breakeven analysis, and a capital budget. Identify your possible sources of financing (discussed in Conducting a Feasibility Analysis ). Figure 11.19 shows a template of cash-flow needs for La Vida Lola.

Entrepreneur In Action

Laughing man coffee.

Hugh Jackman ( Figure 11.20 ) may best be known for portraying a comic-book superhero who used his mutant abilities to protect the world from villains. But the Wolverine actor is also working to make the planet a better place for real, not through adamantium claws but through social entrepreneurship.

A love of java jolted Jackman into action in 2009, when he traveled to Ethiopia with a Christian humanitarian group to shoot a documentary about the impact of fair-trade certification on coffee growers there. He decided to launch a business and follow in the footsteps of the late Paul Newman, another famous actor turned philanthropist via food ventures.

Jackman launched Laughing Man Coffee two years later; he sold the line to Keurig in 2015. One Laughing Man Coffee café in New York continues to operate independently, investing its proceeds into charitable programs that support better housing, health, and educational initiatives within fair-trade farming communities. 55 Although the New York location is the only café, the coffee brand is still distributed, with Keurig donating an undisclosed portion of Laughing Man proceeds to those causes (whereas Jackman donates all his profits). The company initially donated its profits to World Vision, the Christian humanitarian group Jackman accompanied in 2009. In 2017, it created the Laughing Man Foundation to be more active with its money management and distribution.

• You be the entrepreneur. If you were Jackman, would you have sold the company to Keurig? Why or why not?
• Would you have started the Laughing Man Foundation?
• What else can Jackman do to aid fair-trade practices for coffee growers?

What Can You Do?

Textbooks for change.

Founded in 2014, Textbooks for Change uses a cross-compensation model, in which one customer segment pays for a product or service, and the profit from that revenue is used to provide the same product or service to another, underserved segment. Textbooks for Change partners with student organizations to collect used college textbooks, some of which are re-sold while others are donated to students in need at underserved universities across the globe. The organization has reused or recycled 250,000 textbooks, providing 220,000 students with access through seven campus partners in East Africa. This B-corp social enterprise tackles a problem and offers a solution that is directly relevant to college students like yourself. Have you observed a problem on your college campus or other campuses that is not being served properly? Could it result in a social enterprise?

Work It Out

Franchisee set out.

A franchisee of East Coast Wings, a chain with dozens of restaurants in the United States, has decided to part ways with the chain. The new store will feature the same basic sports-bar-and-restaurant concept and serve the same basic foods: chicken wings, burgers, sandwiches, and the like. The new restaurant can’t rely on the same distributors and suppliers. A new business plan is needed.

• What steps should the new restaurant take to create a new business plan?
• Should it attempt to serve the same customers? Why or why not?

This New York Times video, “An Unlikely Business Plan,” describes entrepreneurial resurgence in Detroit, Michigan.

• 48 Chris Guillebeau. The $100 Startup: Reinvent the Way You Make a Living, Do What You Love, and Create a New Future . New York: Crown Business/Random House, 2012.
• 49 Jonathan Chan. “What These 4 Startup Case Studies Can Teach You about Failure.” Foundr.com . July 12, 2015. https://foundr.com/4-startup-case-studies-failure/
• 50 Amy Feldman. “Inventor of the Cut Buddy Paid YouTubers to Spark Sales. He Wasn’t Ready for a Video to Go Viral.” Forbes. February 15, 2017. https://www.forbes.com/sites/forbestreptalks/2017/02/15/inventor-of-the-cut-buddy-paid-youtubers-to-spark-sales-he-wasnt-ready-for-a-video-to-go-viral/#3eb540ce798a
• 51 Jennifer Post. “National Business Plan Competitions for Entrepreneurs.” Business News Daily . August 30, 2018. https://www.businessnewsdaily.com/6902-business-plan-competitions-entrepreneurs.html
• 52 “Rice Business Plan Competition, Eligibility Criteria and How to Apply.” Rice Business Plan Competition . March 2020. https://rbpc.rice.edu/sites/g/files/bxs806/f/2020%20RBPC%20Eligibility%20Criteria%20and%20How%20to%20Apply_23Oct19.pdf
• 53 “Rice Business Plan Competition, Eligibility Criteria and How to Apply.” Rice Business Plan Competition. March 2020. https://rbpc.rice.edu/sites/g/files/bxs806/f/2020%20RBPC%20Eligibility%20Criteria%20and%20How%20to%20Apply_23Oct19.pdf; Based on 2019 RBPC Competition Rules and Format April 4–6, 2019. https://rbpc.rice.edu/sites/g/files/bxs806/f/2019-RBPC-Competition-Rules%20-Format.pdf
• 54 Foodstart. http://foodstart.com
• 55 “Hugh Jackman Journey to Starting a Social Enterprise Coffee Company.” Giving Compass. April 8, 2018. https://givingcompass.org/article/hugh-jackman-journey-to-starting-a-social-enterprise-coffee-company/

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Why should an entrepreneur develop a business plan?

Do you dream of becoming an entrepreneur and starting your own business? While it’s an exciting prospect and you might be eager to get going with your ideas, before you dive in, it’s wise to build solid foundations that will set you up for success.

According to the U.S. Small Business Administration (SBA), only two-thirds of new businesses will last two years , which means one in three new ventures won’t make it. Ensuring you have a well-thought-out business plan in place is one of the best ways to make sure you give your business idea every chance of succeeding.

Let’s take a look at what a business plan is, why writing a business plan is important and why it’s a critical step in helping you realize your dreams of running your own business.

A business plan is a detailed document that sets out a company’s purpose, vision, marketing objectives, financial plans, resource needs and how it will achieve its goals. It essentially works as a roadmap or a guide to how the company will function and can be a valuable tool for attracting potential investors too.

A business plan should be a living document and should develop as your business grows and plans change. You won’t simply create a business plan and then file it away, never to be seen again. Think of your business plan as a tool for continually monitoring and analyzing how well you’re achieving your business goals. Refer back to it when you’re making key decisions and adapt it depending on what’s working and not working.

Aside from being a useful business tool, making sure to build in regular reviews and updates to your business plan is great for potential investors too. You’ll show potential lenders, business partners or investors that you’re on top of the business and a sound investment.

What is a business plan for entrepreneurs?

Any business plan should broadly cover the same aspects, but as an entrepreneur, you’ll want to make sure you’re addressing the needs of potential funders and investors for your new venture.

Great entrepreneur business plans should cover the following:

• An executive summary that summarizes your idea and acts as a business pitch.
• A company description that describes your purpose and objectives.
• An outline of your market research and potential so that you and your investors understand your target customers and potential market size.
• Competitive analysis that identifies other competitors in the marketplace and what your unique selling point is.
• Your product or service description outlining the benefits and lifecycle of what you’re selling.
• A marketing strategy that sets out how you’ll launch, attract new business and grow your customer base.
• Your business financials, setting out your budget, financial plan and financial projections.
• The business structure you plan to adopt, the management team you’ll need and the staff you’ll need to employ.
• Realistic funding requests and how any financial partnerships will work – what’s in it for your investors?
• An appendix of official documents that your employees or potential investors might request, like deeds, permits, professional licenses, industry memberships, and key customer contracts.

Why a business plan is important for entrepreneurs

Although business plans can be time-consuming and at times tricky to navigate, they are worth the effort. It helps you as a business owner clearly define your goals, avoid costly mistakes, mitigate risks, define your target market and define a pathway to execute your vision. It also helps others – employees, strategic partners, lenders, or investors – understand your business and how they can add value and benefit from being a part of it.

A good indicator of whether a business plan is beneficial is always to ask others who’ve been there. A recent QuickBooks survey outlined that nearly 70% of business owners, with the benefit of experience and hindsight, recommended writing a business plan before starting out.

But more than the shared wisdom of those who’ve been there, the statistics also back up the benefits of business planning for entrepreneurs:

• Entrepreneurs who create business plans are more likely to create a viable new business.
• Companies with a business plan see growth 30% faster than those without one.
• 71% of fast-growing companies – meaning those with more than 92% growth in annual sales – have business plans.

When is the best time to write a business plan?

So you’ve got your idea for the beginning of an exciting hospitality career , and you know you want to write a business plan, but is there a right time to do it? Writing your plan before you start your business is of course essential, but statistically speaking, there is an optimal time to create a business plan.

According to Harvard Business Review , entrepreneurs who create a business plan within six to twelve months after deciding to start a business increase the probability of a viable venture by 8%. Business owners who spend around three months writing a business plan also increase their chances of having a viable venture by 12%. Any less time spent means there is usually not enough information or attention to detail, and any more time spent usually means the content loses its relevance.

Learn everything you need to know about starting your own hospitality business with Les Roches.

Business plans in entrepreneurship example

Entrepreneurs’ business plans can take different forms and should be tailored to the specific industry you hope to work in, as well as your business concept. To help, we’ve outlined some examples of how you might tackle different aspects of a business plan in diverse hospitality industries:

• Example of hotel business description:

Our mission is to revolutionize the boutique hotel market for budget travelers. Founded in 2022, we have over 20 years of international hotel management experience. Our objectives for the next two years are:

• Solidify our reputation as a customer-first, quality boutique hotel provider.
• Increase revenue from $100,000 in FY2022 to $500,000 in FY2024 based on performance in the last year.
• Example of restaurant market research and potential:

Our ideal customer is an affluent Boomer or Millennial with disposable income, typically aged 35 to 65.

Market research shows the potential for the restaurant industry internationally, in Georgia and Atlanta has never been better:

• According to the National Restaurant Association , the restaurant industry accounts for $800 billion in sales nationwide.
• According to the Georgia Restaurant Association , Georgia restaurants brought in a total of $19.6 billion in 2017.
• Almost 60% of the Georgia restaurant industry is in the Atlanta region.
• The serviceable available market (SAM) is estimated to be approximately $360 million.
• Example of events management service description:

Our events management service has three unique selling points:

• Throughout our careers, we have worked at high-end luxury events management companies for high-profile events and clients. This gives us unique access to world-class vendors.
• We’re the only management company with green, sustainable credentials certified by industry bodies.
• We have a 100% success rate and have been rated 5 out of 5 stars on Google by all of our clients to date.
• Example marketing strategy for a luxury brand:

Reputation is the top influencer in high-end luxury brand marketing. Our marketing plan and strategy will leverage, in order of importance:

• Word of mouth
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Whether you’re looking to start your entrepreneurial journey in sports, hotel management , events, hospitality consultancy , finance, or any other hospitality management business, putting in place a business plan is a critical first step. Make sure you have an effective business plan, addresses investor needs and is used as an ongoing business tool.

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Do You Really Need a Business Plan?

The art of storytelling, from net margin to sales.

• Who will the reader be?
• What do you want their response to be?

Four Reasons to Write a Business Plan

1. To raise money for your business

2. To make sound decisions

3. To help you identify any potential weaknesses

4. To communicate your ideas with stakeholders

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• Challenges Become Opportunities
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How to Write a Business Plan for Your Small Business

Why is a business plan important to an entrepreneur?

A business plan is essential and plays a vital role in an entrepreneur’s success. It assists in setting up plain goals and guidelines for how you will operate your business.

WHAT IS A BUSINESS PLAN

A business plan is an important written document that gives a full description and outline of your organization’s future. All companies or businesses should have a business plan. 

The plan should clarify your business procedure and your critical objectives from where you are present to where you will be in the nearest future. 

Business plans are required for all business owners and entrepreneurs. It has an important role in all businesses. 

Systems thinking for online growth, top 10 businesses that make the most money in netherlands, elon musk as proof: 7 key success factors for entrepreneurs, why is a business plan important to an entrepreneur.

A decent business plan not just assists entrepreneurs in focusing on the specific parts essential for them to make business thoughts succeed. However, it likewise assists them in accomplishing short-term and long-term targets.

Many business financing specialists support the possibility that having a decent business plan isn’t sufficient. Even brilliant business thoughts can be useless if you can not figure out, execute and carry out a smart plan to make your business thoughts work. 

If you are hoping to raise funds from loan specialists and investors, remember that having a great business plan is very important. You should intend to have a documented plan that represents itself with no issue. 

It should be clear and simple to read and comprehend. The Important of a business plan are:

To raise money for your business

Lenders or potential investors want a well-composed business plan before giving you cash. A simple description of your business idea is not sufficient. 

Instead, make sure you have a careful business and monetary plan that shows the probability of progress and the amount you will require for your business to find true success in the long term.

To make sound decisions

As a business visionary, having a business plan assists you in characterizing and focusing on your business strategies and ideas. 

You not only focus on monetary issues but also on management matters, innovation, and making value for your client.

To assist you in knowing any potential weaknesses

Having a business plan assists you in knowing the potential fault in your thought. Likewise, you can share the business plan with other people who can offer you their viewpoints and guidance.

Identify specialists and experts who are in a situation to offer you important guidance and offer your plan with them.

To discuss your ideas with stakeholders

A business plan is a discussion device that you can use to get speculation capital from lenders or financial institutions. Likewise, you can utilize it to convince individuals to work for your venture and attract potential clients.

What are the 3 main purposes of a business plan?

If you are getting ready to go into business, you should initially draft a business plan. A decent business plan acts as a unique diagram for running and growing your business.

To compose a business plan, you have to understand the main purpose of a business plan. These purposes are explained below.

TO SECURE FINANCING FOR THE BUSINESS VENTURE.

The first purpose of a business plan is to get financing for the business. In some cases, financial institutions, banks, venture capitalists, and finance businesses assessed a well-written business plan composed by an expert.

A well-composed plan shows them that you have carefully studied each part of starting and working on your proposed business before telling them to fund it.

It additionally shows that you have carefully studied all possible results before making any conclusions about expanding your business.

TO ORGANIZE YOUR BUSINESS AND SET ITS DIRECTION. 

The second purpose behind a business plan is to sort out your thoughts about beginning your new independent venture into a coordinated organization.

So you can set its direction by choosing where it should be heading.

When you compose a business plan, you are pushed to figure out your business that you probably won’t have thought about previously. It

is how you put together your ideas on how you will start, work and develop your business.

TO PROVIDE A WRITTEN RECORD OF YOUR PLANS, GOALS, AND ACHIEVEMENTS. 

Finally, a business plan is a written document of your plans and objectives for your business to assist you with accomplishing those objectives. Composing a business plan assists you with explaining your objectives and coordinating the data about your business so that it’s simple for others to understand.

If you plan to start a new business with others, having a well-composed business plan is useful because it lets everyone know what their responsibilities will be in the activity of the new company.

Your business mentor is there to assist you, and they have your best interests on a basic level. Be 100% open to feedback and be honest with them. why every Successful entrepreneur needs a business mentor

What is the most important part of the business plan?

The executive summary is the most important part of the business plan for entrepreneurship, and perhaps the one, in particular, that will get perused, so make it great! The executive summary has only one goal. Get the lenders and potential investors to read the remaining of your business plan.

4 Types of Business Plans

• Operational Planning.
• Contingency Planning.
• Tactical Planning.
• Strategic Planning.

How does a well-written business plan benefit an entrepreneur?

Whether you’re starting a private venture or investigating ways of extending a current business, a Business Plan is a significant instrument to assist with directing your choices.

A compelling business plan is a guide to progress, giving clarity on all parts of your business, from finance and marketing, products, people, and how you will be outstanding among your competitors.

Your plan should involve explicit goals for recruiting new employees, what structure you will have, what services and products your business will give, how you will develop them, and how you will fund business activities.

These are the benefits of a well-written business plan for an entrepreneur:

1. Increased Clarity

A business plan can attract clarity to the choice-making process regarding main aspects of the business like leases, resourcing, capital investments, and so on. A good Business Plan will assist you with identifying business-basic needs and milestones to base on.

2. Creation of a Marketing Roadmap

Marketing is a significant part of a business plan. It assists in defining your objective market, target clients, and how you will enhance and place your product/service to these markets/clients.

3. Support for Funding

Whether you are looking for capital from investors or credit from a bank, a business plan that answers questions concerning income age and benefit generation is frequently required.

4. Helps to Secure Talent

For a business to succeed, attracting partners and capable workers is important. Part of a business plan’s reason is to assist with getting the right talent at the right time.

Staff wants to know the vision, how the business will accomplish its objectives, and how they can add to this in their roles. 

5. Provides Structure

A business plan gives structure and characterizes business management goals. It turns into a reference device to keep the business on the path with targets, sales, and operational milestones.

When utilized appropriately and counseled regularly, it can assist measure and operating your needed areas of concentration.

Conclusion 

In short, creating a business plan involves a great deal of thought. It would help if you considered what you should do and involved that as a beginning stage. It does not need to be complex.

At its center, your plan should show where you are currently, how you want your business to go, and how you will arrive there. Writing a decent business plan does not ensure a positive outcome, but it can decrease the chance of failure.

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An entrepreneur’s guide to starting a small business

A business plan is a critical and comprehensive planning document that outlines the goals, strategies and operational aspects of a business. It is a blueprint that guides business owners through different aspects of establishing and growing a successful business and includes detailed sections on the business model, market analysis, products and services, marketing and sales strategies, financial planning and the management structure of the business. These plans help business owners approach all crucial aspects of their business critically and ensure that they are well-equipped to handle various challenges that may arise.

Aside from outlining the business objectives and operations, a business plan is important when applying for business funding. Most financial institutions and investors require a detailed business plan before they will commit to funding a venture. An effective business plan demonstrates to potential investors that the business has a well-thought-out strategy, viable market potential and a positive financial forecast.

Business plans also serve as a reference point for decision-making. As businesses evolve, owners can refer back to their plans to ensure they are staying on track with their goals and making informed decisions based on the strategy they initially set out.

Start-up business ideas

• Seven Different Business Model Ideas for Your Startup : When coming up with startup business ideas, it’s important to take into consideration what type of business model will work best. Review seven different models and consider which might best serve your startup and your customers.
• 4 Steps to Brainstorming a Great New Business Idea : Start brainstorming business ideas by applying these four steps to make sure that you’re on the right track and thinking critically as you plan your new venture.
• How Do I Pick the Right Startup Idea? : Choosing the right startup idea can be hard. This article can help guide you toward the most viable startup option.
• How to Find Profitable Business Ideas: Learn about the “Red Ocean” and “Blue Ocean” approach to creating a successful business, as well as internal and external information gathering that can help you make the best business decisions possible.
• A Lesson in Creating New Business Ideas: This lesson plan on entrepreneurship provides activities and group learning opportunities that can benefit business developers of any age.

Business plans for small businesses

• Write Your Business Plan : A business plan is a foundational document to any small business. Learn how to write a business plan using a template from the Small Business Administration.
• Business Modelling : Business modeling is an effective way to approach a new business idea and plan using a proven model of success.
• The Startup Business Plan : No matter the industry, a business plan is an essential piece of the entrepreneurial puzzle when a new business is being formed. Find out why it’s so important.

Communication and outreach

• Outreach and Marketing Ideas for Small Businesses : Small businesses may need to get creative as they work to promote their brand. This resource offers 16 outreach ideas that entrepreneurs can employ to promote their business and drive engagement.
• The Real Reason Small Businesses Can Compete with Anyone : Quality customer service and the ability to follow through with really effective customer communications is something that small businesses may be better at than their larger counterparts, and that could translate into a competitive edge.
• Cold Outreach for Small Business : Cold contacting is one of several outreach methods that business owners can try as they work to get the word out about their products and services, but it’s important that it’s done right.
• What is Business Communications? : Business communication is critical, and understanding the different methods of communication can help entrepreneurs communicate most effectively with their customers and stakeholders.

Marketing plans and marketing best practices for small businesses

• Developing a Plan for Communication : Developing a plan for communication can help to ensure that every effort to market your new business is as productive as possible.
• Seven Low-Cost Marketing Strategies for Small Businesses : Working on low-cost marketing strategies and planning for the cost of marketing your new business are crucial to its success.
• Small Business Startup and Marketing Strategies : This detailed marketing guide has so many good suggestions and marketing strategies that can be employed to make sure your business outreach is successful.
• Marketing Your Small Business : Find information about content and marketing for entrepreneurs looking to engage their audiences in a meaningful way.
• Small Business Marketing Strategies for the First 5 Years : The first five years of a business venture are critical, and many companies don’t make it. Developing an effective marketing strategy is a key part of early business success.
• Social Media for Small Business : Establishing a social media presence is important in engaging potential customers where they are.
• Marketing Strategies to Skyrocket Your Small Business : The Yale Ledger provides this article on small business marketing strategies that can be help you grow and thrive in the current economy.
• Last Minute Marketing Tips for Small Businesses : When you are short on time to plan a marketing strategy, there are still a few last minute marketing tools that you can use to engage your audience quickly and effectively.
• Internet Marketing Tips to Help Small Businesses Grow : The internet is a powerful tool for small businesses. These tips can help you make the most of your internet marketing efforts and reap the benefits.
• Small Business Marketing Resources : This collection of marketing tips includes many different ways that entrepreneurs can get in front of their customers when and where it counts the most.

Small business financing

• A Guide to Getting Your First Business Idea Funded : Getting funding for a new business idea can be tricky, and there are several ways to go about obtaining the funds you need for the business venture to succeed. Learn about the different types of investors you might approach for funding and what not to do during the process.
• What Do Investors Look for in a Partner? : Run through this checklist before you approach potential investors about business funding to position yourself as a good business investment opportunity.
• Need a Small Business Loan? : To set your business up as a good business investment and one that should be approved for funding, make sure you are following the best practices outlined in this resource.
• 5 Tips to Getting Your Small Business Loan Approved : Small business loans can provide much-needed financing for entrepreneurs. Learn how to put your best foot forward when applying for a business loan.
• How Small Business Loans Work : Understanding how to get approved for a small business loan and the different types of loans available to business owners are important to make sure you understand exactly what your fund should be used for.
• Common Mistakes When Applying for Small Business Loans : Arm yourself with information to avoid making these mistakes when you apply for small business funding.
• Types and Sources of Financing for Startup Businesses : Use this resource to get a better understanding of the lending options that may be available to you as you seek to fund a new business venture.
• How Fintech is Helping Small Businesses : Learn how financial technology can help your small business succeed.
• Small Business Financing Resource Guide : Small businesses can access funding in a variety of different ways. Use this guide as a resource to understand options available to you through local, state and federal funds, as well as bank loans, grants and venture capital.

Other resources for small businesses

• How to Start a New Business : This step-by-step guide makes an excellent blueprint for any entrepreneur who is considering starting a new business venture. It walks you through every step from developing your business idea to marketing that new product or service.
• 10 Reasons to Start Your Own Business : The idea of striking out on your own with a new business opportunity can be scary but, in many ways, it is well worth the risk. Don’t forget about all the benefits of being a business owner as you grapple with the hard stuff, too.
• The Dos and Don’ts of Starting a Business : This list of dos and don’ts can help entrepreneurs avoid common mistakes as they start a new business venture.
• The Importance of Community Outreach for Small Businesses : Making a positive impact on your local community has multiple benefits. Learn why community engagement is important for small businesses and the benefits it can bring business owners.
• Tips to Growing Your Business in a Sustainable Way : It can be tempting to get excited about early business success and expand too quickly. These tips can help you manage your growing business sustainably and with the future in mind.

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Diane Balogh, content writer for Ooma, Inc., has worked in media and strategic communications since graduating from the University of Missouri School of Journalism. Throughout her career, she’s written digital content for a Fortune 100 company, responded to media calls at a Level 1 Trauma Center, advocated for civil rights and equality at a non-profit agency and edited two Midwest newspapers.

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• Write Your Business Plan | Part 1 Overview Video
• The Basics of Writing a Business Plan
• How to Use Your Business Plan Most Effectively
• 12 Reasons You Need a Business Plan
• The Main Objectives of a Business Plan
• What to Include and Not Include in a Successful Business Plan
• The Top 4 Types of Business Plans
• A Step-by-Step Guide to Presenting Your Business Plan in 10 Slides
• 6 Tips for Making a Winning Business Presentation
• 3 Key Things You Need to Know About Financing Your Business
• 12 Ways to Set Realistic Business Goals and Objectives
• How to Perfectly Pitch Your Business Plan in 10 Minutes
• Write Your Business Plan | Part 2 Overview Video
• How to Fund Your Business Through Friends and Family Loans and Crowdsourcing
• How to Fund Your Business Using Banks and Credit Unions
• How to Fund Your Business With an SBA Loan
• How to Fund Your Business With Bonds and Indirect Funding Sources
• How to Fund Your Business With Venture Capital
• How to Fund Your Business With Angel Investors
• How to Use Your Business Plan to Track Performance
• How to Make Your Business Plan Attractive to Prospective Partners
• Is This Idea Going to Work? How to Assess the Potential of Your Business.
• When to Update Your Business Plan
• Write Your Business Plan | Part 3 Overview Video
• How to Write the Management Team Section to Your Business Plan
• How to Create a Strategic Hiring Plan
• How to Write a Business Plan Executive Summary That Sells Your Idea
• How to Build a Team of Outside Experts for Your Business
• Use This Worksheet to Write a Product Description That Sells
• What Is Your Unique Selling Proposition? Use This Worksheet to Find Your Greatest Strength.
• How to Raise Money With Your Business Plan
• Customers and Investors Don't Want Products. They Want Solutions.
• Write Your Business Plan | Part 4 Overview Video
• 5 Essential Elements of Your Industry Trends Plan
• How to Identify and Research Your Competition
• Who Is Your Ideal Customer? 4 Questions to Ask Yourself.
• How to Identify Market Trends in Your Business Plan
• How to Define Your Product and Set Your Prices
• How to Determine the Barriers to Entry for Your Business
• How to Get Customers in Your Store and Drive Traffic to Your Website
• How to Effectively Promote Your Business to Customers and Investors
• What Equipment and Facilities to Include in Your Business Plan
• How to Write an Income Statement for Your Business Plan
• How to Make a Balance Sheet
• How to Make a Cash Flow Statement
• How to Use Financial Ratios to Understand the Health of Your Business
• How to Write an Operations Plan for Retail and Sales Businesses
• How to Make Realistic Financial Forecasts
• How to Write an Operations Plan for Manufacturers
• What Technology Needs to Include In Your Business Plan
• How to List Personnel and Materials in Your Business Plan
• The Role of Franchising
• The Best Ways to Follow Up on a Buisiness Plan
• The Best Books, Sites, Trade Associations and Resources to Get Your Business Funded and Running
• How to Hire the Right Business Plan Consultant
• Business Plan Lingo and Resources All Entrepreneurs Should Know
• How to Write a Letter of Introduction
• What To Put on the Cover Page of a Business Plan
• How to Format Your Business Plan
• 6 Steps to Getting Your Business Plan In Front of Investors

Write Your Business Plan | Part 4 Overview Video Identify viable ideas and get them in front of the right customers and investors.

By Dan Bova May 1, 2024

This is part 1 / 9 of Write Your Business Plan: Section 4: Marketing Your Business Plan series.

Getting to know your customers is one of the most important things an entrepreneur needs to do, and writing a business plan will help you focus on this key component of your business.

Because here's the thing, if you don't understand your customer , then you don't know if your product or service is actually something people will spend money on. You won't know what kind of marketing messages and advertising will work. You'll be dead in the water. So here are four key questions to ask yourself to help you pinpoint who your ideal customer is:

• Who are they? Describe them in terms of their age, income, activities, interests, and opinions.
• What do they buy now? Describe their buying habits related to what you're hoping to sell: How much they buy, their favorite brands, the most popular features, and the price points they're comfortable with.
• Why do they buy? This is a tricky one and requires a little psychology.
• Is it all about value for this buyer? Is high quality the key factor for purchasing decisions? Are they willing to spend more because of the perceived status symbol of certain brands?

Understanding the reasons behind your customer's purchasing decisions will help you create targeted marketing campaigns and even adapt and modify your product to meet their needs. The key question you're looking to answer is this: What specifically will make them buy from you?

More in Write Your Business Plan

Section 1: the foundation of a business plan, section 2: putting your business plan to work, section 3: selling your product and team, section 4: marketing your business plan, section 5: organizing operations and finances, section 6: getting your business plan to investors.

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Is It Really Time to Take the Plunge? 6 Things to Consider Before Going From Employee to Entrepreneur

A s someone who has started their own company , I know how tempting it can be to leave a stable job in pursuit of being your own boss . However, there is no guarantee of success, and it's important to understand both the rewards and challenges of entrepreneurship before making such a major life decision.

Here are a few things to consider:

1. The grass is not always greener on the other side

When you work for a company, you have stability — a regular paycheck, benefits like health insurance and clearly defined job responsibilities. As your own boss, all of those go away. You will be responsible for everything from client acquisition and project delivery to accounting, legal issues and more. There is no safety net if business is slow, and you may find yourself working much longer hours with more stress and uncertainty.

It's easy to idealize being your own boss as all independence and freedom. However, the reality is that it also means being responsible for all aspects of running a business, both exciting and mundane . Before leaving a stable job, seriously evaluate how well you can handle the increased workload and responsibility as well as the financial risks of entrepreneurship. Additionally, consider that with a well-established company, you have the benefit of infrastructure, resources and experience that you don't have on your own yet.

Related: 5 Books Every Entrepreneur Should Read Before Starting a Business

2. Have a clear business idea and plan

Don't quit your job believing that the entrepreneurial spirit alone will lead you to success. You need to have a clear business idea, target industry, and customers in mind. Thoroughly research the viability of your idea by conducting market analysis, creating financial projections, and more. Additionally, determine how your value proposition is differentiated.

A robust business plan will account for your idea, target customers , competition, operations, marketing strategy, financials and milestones. This plan should demonstrate that you have carefully considered all aspects of starting and running the business. Seeking mentorship and feedback on your idea and plan from experienced entrepreneurs is highly recommended prior to leaving stable employment. Being your own boss without guidance or preparation is a risky proposition.

Related: 10 Things I Wish I Knew Before Becoming An Entrepreneur

3. Consider a trial run before taking the leap

Rather than immediately quitting your job, see if you can test your business idea on the side first. Work on it nights and weekends to generate initial sales and client feedback . This allows you to validate key assumptions from your plan in a low-risk way, providing an opportunity for course correction if needed.

If the trial run shows promising early results, you can consider transitioning to it full-time. However, if revenues don't meet projections or you realize the idea isn't as viable as thought, your job provides a safety net. Testing the waters in this low-commitment way reduces risk significantly versus an abrupt career change. Not all great business ideas are meant to be full-time from the start; an initial trial period helps determine that.

Related: 10 Questions to Ask Yourself Before Starting Your Entrepreneurial Journey

4. Know your financial runway

Have a clear understanding of how much runway - or length of time - you have financially to get the business up and running without a steady income. Creating this estimate is key to determining whether now is the right time. Consider your living expenses and any debt obligations, then evaluate your savings. This will dictate how long you can afford to forego a paycheck as you focus on launching the business.

Recognize that it often takes 6-12 months or longer before a new business becomes profitable. Without adequate runway, you may be forced to shut down just as things are taking off due to cash flow issues. Overly optimistic forecasts are common - ensure your projections are conservative. The better sense you have of true costs and your financial capacity, the more informed your decision can be.

5. Seek opportunities that leverage your existing skills and network

Your personal experiences, skills and contacts are potentially big assets for your own company. Look for business ideas that allow you to apply your knowledge, helping reduce the learning curve. This could mean leveraging a technical specialty, industry knowledge or management skills from your current job. Having an existing network of potential customers or partners who understand and trust you is also valuable. The more you can build upon existing strengths, the better positioned you'll be for success immediately.

Related: 8 Things You Need to Know Before Starting a Business

6. Loneliness and isolation can be real risks

When you work for a company, there's always the social interaction with coworkers to look forward to. But as a solo founder, your workdays may be spent mostly in isolation . Especially in the beginning, as you hunt for customers and clients, the lack of colleagues can make you lonely.

You won't have water-cooler chats or team lunches to break up the day. Networking events can help, but it's still not the same as an office community. This isolation can take both an emotional and mental toll if not managed well. Introverts may thrive more easily, while extroverts need to find strategies to mitigate the loneliness of solo entrepreneurship.

Going solo is an ideal next step for go-getters who relish the challenge of wearing multiple hats and owning the outcomes of their careers. Just be sure to realistically assess your financial runway, marketing abilities, tolerance for risk, and capacity for self-discipline before leaping. When done right, the rewards of being your own boss make all that hard work worthwhile. Just know what you're truly signing up for by being in the driver's seat 100%.

More From Forbes

Is Starting A Side Hustle Right For You?

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Starting a side hustle has become a popular choice for many. Whether you want to supplement your income, pursue a passion, or test a new business idea, the allure of a side hustle is strong. The flexibility and low initial investment required make it accessible to a wide range of individuals.

A side hustle can provide valuable experience and skills that can enhance one's main career or even pave the way for a full-time entrepreneurial venture. With easy access to digital platforms, it's easier than ever to turn a hobby or interest into a profitable business, making the side hustle a compelling option for you.

But how to be sure if starting a side hustle is the right move for you?

Here are some tips to help you assess whether starting a side hustle aligns with your goals, capabilities, and lifestyle:

1. assess your motivation.

Understanding why you want to start a side hustle is crucial. Are you looking to earn extra money to pay off debts or save for a big purchase? Or perhaps you're eager to explore a passion that your day job doesn’t fulfill? Your motivation will drive your commitment and how you shape your business plan.

2. Evaluate Your Time Management Skills

A side hustle demands time and balancing it with a full-time job and personal life can be challenging. Assess your current schedule and ask yourself if you have a few hours each week that you can dedicate to your new venture without compromising your well-being or existing responsibilities. Effective time management and organizational skills are essential to ensure your side hustle doesn’t lead to burnout.

When Is ‘The Voice’ Season 25 Finale? All About The Star-Studded Event

Wayfair outdoor furniture sale the best early memorial day deals this week, what’s next for ether prices after today’s sharp gains, 3. analyze your financial situation.

Starting a side hustle often requires you to invest your money, time, or other resources. Before diving in, look at your financial health. Do you have the necessary funds to start your side hustle without jeopardizing your financial stability? Consider how long you can sustain your side hustle if it takes time to become profitable .

4. Identify Your Skills and Interests

Your side hustle should ideally align with your skills and interests. This not only increases your chances of success but also makes the journey enjoyable. List out your strengths, hobbies, and passions. Then, brainstorm business ideas that leverage these elements. A side hustle that taps into your passion and interests will feel less like work and more like a rewarding business.

5. Research Market Demand

Before you start, it’s crucial to understand the market demand for your side hustle idea. Conduct thorough research to see if there’s a viable market for your product or service. Analyze your potential competition, target audience, and market trends. This research will help you refine your business idea and create a strategy that stands out in the market.

6. Test the Waters

Start small and test your side hustle idea before fully committing. This could be through a pilot project, a limited launch, or offering your services to a small group of people. Testing the waters allows you to gather feedback, make improvements, and gauge the potential success of your side hustle without significant risk.

7. Plan for Sustainability

Think long-term. A successful side hustle requires consistent effort and sustainability. Create a realistic business plan that outlines your goals, strategies, and milestones. Consider how your side hustle fits into your long-term career and life goals. Planning for sustainability ensures that your side hustle can grow and evolve over time.

8. Seek Support and Advice

Don’t be afraid to seek advice from others who have successfully managed side hustles. Join entrepreneurial communities, attend workshops, or find a mentor. Networking with like-minded individuals can provide valuable insights, support, and motivation.

9. Evaluate the Risks and Rewards

Don’t forget the important step of weighing the potential risks and rewards. Every business venture comes with its share of uncertainties. Assess the risks involved and determine if you’re comfortable with them. At the same time, consider the rewards – financial gain, personal fulfillment, skill development, and potential career growth.

The bottom line is that starting a side hustle is a significant decision that requires careful consideration. By evaluating your motivation, time management skills, financial situation, skills, market demand, and long-term sustainability, you can make an informed decision. Remember, a successful side hustle should not only provide financial benefits but also enrich your personal and professional life. Take the time to plan, research, and prepare, and you’ll be well on your way to entrepreneurial success.

Melissa Houston, CPA is the author of Cash Confident: An Entrepreneur’s Guide to Creating a Profitable Business and the founder of She Means Profit , a bookkeeping and financial consultancy firm. As a Business Strategist for small business owners, Melissa helps women making mid-career shifts, to launch their dream businesses, and I also guide established business owners to grow their businesses to more profitably.

The opinions expressed in this article are not intended to replace any professional or expert accounting and/or tax advice whatsoever.

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Build a strategy. 4. Crafts a roadmap to achieve important milestones. A business plan is like a roadmap for your business. It helps you set, track and reach business milestones. For your plan to function in this way, your business plan should first outline your company's short- and long-term goals.

A business plan is essential as an entrepreneur. It helps you set clear goals and guidelines for how you will manage your business. A business plan may also be needed to set employee goals, obtain funding or even to sell your business one day. In this article, we discuss the importance of a business plan for entrepreneurs, as well as a few main ...

In business, you do not want to wing it. You want a plan -- a document that lays out the path of your company for the next three to five years so you can see the route to your goals and know ...

Describe Your Services or Products. The business plan should have a section that explains the services or products that you're offering. This is the part where you can also describe how they fit ...

Business Plan: A business plan is a written document that describes in detail how a business, usually a new one, is going to achieve its goals. A business plan lays out a written plan from a ...

Traditional business plans use some combination of these nine sections. Executive summary. Briefly tell your reader what your company is and why it will be successful. Include your mission statement, your product or service, and basic information about your company's leadership team, employees, and location.

To outline the importance of business plans and make the process sound less daunting, here are 10 reasons why you need one for your small business. 1. To help you with critical decisions. The primary importance of a business plan is that they help you make better decisions. Entrepreneurship is often an endless exercise in decision making and ...

The steps below will guide you through the process of creating a business plan and what key components you need to include. 1. Create an executive summary. Start with a brief overview of your entire plan. The executive summary should cover your business plan's main points and key takeaways.

A business plan is a written document that defines your business goals and the tactics to achieve those goals. A business plan typically explores the competitive landscape of an industry, analyzes a market and different customer segments within it, describes the products and services, lists business strategies for success, and outlines ...

If capital is a priority, this business plan might focus more on financial projections than marketing or company culture. 2. Feasibility Business Plan. This type of business plan focuses on a single essential aspect of the business — the product or service. It may be part of a startup business plan or a standalone plan for an existing ...

Importance of a Business Plan to an Entrepreneurs. A strong business plan's importance cannot be overstated since it provides entrepreneurs with a comprehensive framework for making decisions, attracting investors, securing funding, and navigating the dynamic business world.This article will cover the significance of a business plan.

MacMillan: The idea of the business plan is to convince the stakeholders. First, what we need to do in a business plan is show that we understand the needs — the unmet needs — of potential ...

10. Have all the information in your plan when you're ready to sell. Sell your business when it's time to put it on the market so you can help buyers understand what you have, what it's worth, and ...

A business plan contains detailed information that can help determine its success. Some of this information can include the following: Market analysis. Cash flow projection. Competitive analysis. Financial statements and financial projections. An operating plan. A solid business plan is a good way to attract potential investors.

While these are all very important steps to take, a business plan will be central to how you start, grow and develop your business. Here are 5 reasons why you need a business plan: 1. It will help you steer your business as you start and grow. Think of a business plan as a GPS to get your business going. A good business plan guides you through ...

7. Financial factors: Financial data is always at the back of a business plan -- yet it's extremely important.The financial data can include your personal financial statement, startup expenses and ...

Within the overall outline of the business plan, the executive summary will follow the title page. The summary should tell the reader what you want. This is very important. All too often, what the ...

The IndUS Entrepreneurs, one of the largest global networks of entrepreneurs, also holds business plan competitions for students through its Tie Young Entrepreneurs program. In contrast, business plans submitted for that competition can usually be up to twenty-five pages. ... When creating a competitor analysis, it is important to focus on the ...

Why a business plan is important for entrepreneurs. Although business plans can be time-consuming and at times tricky to navigate, they are worth the effort. It helps you as a business owner clearly define your goals, avoid costly mistakes, mitigate risks, define your target market and define a pathway to execute your vision. ...

A business plan is a very important and strategic tool for entrepreneurs. A good business plan not only helps entrepreneurs focus on the specific steps necessary for them to make business ideas succeed, but it also helps them to achieve short-term and long-term objectives. Benjamin Franklin once said, "If you fail to plan, you are planning to ...

Published Aug 14, 2023. A business plan is essential as an entrepreneur. It helps you set clear goals and guidelines for how you will manage your business. A business plan may also be needed to ...

1. Increased Clarity. A business plan can attract clarity to the choice-making process regarding main aspects of the business like leases, resourcing, capital investments, and so on. A good Business Plan will assist you with identifying business-basic needs and milestones to base on. 2.

1. Know your competition. You need to name them and point out what makes you different from (and better than) each of them. But do not disparage your competition. Continue reading. 2. Know your ...

An entrepreneur's guide to starting a small business. A business plan is a critical and comprehensive planning document that outlines the goals, strategies and operational aspects of a business. It is a blueprint that guides business owners through different aspects of establishing and growing a successful business and includes detailed ...

Element 1: Define your mission. Capture your passion in a single sentence and take the time to truly understand yourself, your strengths and weaknesses. I spent intensive weeks crafting my life ...

Here are the top five essentials every new entrepreneur needs when starting a business: 1. Clear Vision and Mission. Your vision and mission are the cornerstones of your business. They define what ...

Getting to know your customers is one of the most important things an entrepreneur needs to do, and writing a business plan will help you focus on this key component of your business.. Because ...

Leaving a stable job to start your own business can be tempting, but it carries major risks. Before quitting to be an entrepreneur, carefully assess these important factors.

7. Plan for Sustainability. Think long-term. A successful side hustle requires consistent effort and sustainability. Create a realistic business plan that outlines your goals, strategies, and ...

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Nepali Essay Topics Lists | Nibandha Lekhan

Here I have put some Nepali essays (nibandha) which are frequently asked in exams:

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Here is the topic list of Nepali Essay :

1 नेपाल

2 मेरो देश

3 सगरमाथा

4 मेरो देश मेरो गौरव

5 नेपालको राष्ट्रिय झण्डा

6 नेपालको राष्ट्रिय जनवार

7 तिज

8 दशैँ

9 तिहार

10 होली

11 नेपाली चाडपर्वहरु

12 नेपालको सस्कृति

13 पुस्तकालय

14 गाउँले जीवन

15 सहरिया जीवन

16 शिक्षाको महत्व

17 मेरि आमा

18 मेरो बुबा

19 मेरो परिवार

20 मेरो मिल्ने साथी

21 मेरो विद्यालय

22 मेरो घर

23 मेरो गाउँ

24 पानीको महत्व

25 हाम्रो स्वास्थ्य

26 स्वास्थ्य नै धन हो

27 वाताबरण

28 विधार्थी जीवन

29 अनुशासन

30 विधार्थी जीवनमा अनुशासनको महत्व

31 भ्रष्टाचार

32 लोकतन्त्र

33 प्राविधिक शिक्षाको महत्व

34 विज्ञान र प्रबिधि

35 संचार प्रविधि

36 सरस्वती पुजा

37 गाईको बारेमा निबन्ध

38 कुकुर बारेमा निबन्ध

39 महिला हिंसा

40 मेरो जन्मस्थान

41 फूलबारी

42 इन्टरनेट

43 मोबाइल

44 टेलिभिजन

45 फुटवल

46 क्रिकेट

47 मेरो जीवनको लक्ष्य

48 नेपालको विकाशमा पर्यटनको महत्व

49 प्राकृतिक स्रोतहरु

50 मनपर्ने खेल

51 मनपर्ने खानेकुरा

52 नेपालको राजनीतिक अवस्था

53 वायु प्रदूषण

54 नेपालको भौगोलिक अवस्था

Also read:   मेरो विद्यालय।

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customer service representative resume sample word

Customer service representative resume samples.

Customer Service Representative provides information about product and service to the customers. To target on providing excellent customer service, the CSR undertakes the following tasks –managing large amount of inbound calls , generating lead sales, identifying and assessing customer needs, building sustainable relationship with customers , providing accurate information by employing right tool, handling customer complaints , following communication procedures and engaging customers in an interactive manner.

The major skills depicted on the customer service representative resume indicate – proven work experience, strong phone speaking skills, familiarity with CRM systems, customer orientation skills, excellent presentation and communication skills, ability to multitask, and active listening skills. While a high school diploma is considered mandatory, most of the customer service representatives hold a degree in the respective field.

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Customer Service

• Customer Service Representative

Junior Customer Service Representative Resume

Objective : Dedicated Junior Customer Service Representative motivated to maintain customer satisfaction and contribute to company success. Proven ability to establish rapport with clients and exceed company expectations. Reliable and driven, with strong time management and prioritization abilities.

Skills : Microsoft Word, Excel, Outlook, Access, PowerPoint, Oracle, Intranet Internet, Horizon, Dynix And Web Reporter

Description :

• Receiving general requests and inquiries via telephone, walk-in, e-mail and regular mail from customers regarding high bills, low pressure, leaks in mains or lines, final bills, connecting or disconnecting of service, transfer of accounts, or refunds of deposits, processing the requests and inquiries with tact and politeness.
• Investigating the complaints of excessive water bills or reports of low water consumption in the field.
• Checking buildings for leaks in plumbing, operating leak detection and portable test meter, estimating charges where defective or stopped meters are discovered, crediting the customer accounts according to departmental rules and regulations.
• Performing a wide variety of clerical tasks in the office in maintaining records of customer contacts, checking bills for lack of payment, or maintaining service records.
• Compiling various statistics and reports regarding meter reading, vehicles, and other district-related activities.
• Assigning and dispatching the work to subordinate employees, performing sub-meter inspections and service verifications.
• Performing connects and disconnects of meters and other field activities related to the transfer of water and sewer service.

Senior Customer Service Representative Resume

Summary : Senior Customer Service Representative with over 9 years of experience. Excels in fast-paced, changing work environments. Self motivated, hard working and flexible scheduling. Quick study for new products, services and policies. Endeavors to conform to and exceed the standards set by management.

Skills : 55 Wpm, Proficient In Microsoft Office, Multi-line Phone Operations, And General Office Equipment.

• Building relationships with buyers providing information on different products to increase sales and satisfy customers needs.
• Responsible for customer RMA claims and coordinating with the factory to assure the claim is resolved in a timely manner.
• Managing eight OEM accounts and two distribution accounts utilizing "quote tool" an internal web-based program to create and manage quotes and Lawson M3 ERP software to check stock, manufacturing history, cross reference, manufacturing feasibility, manage open orders, retrieve PO documents and entering orders.
• Coordinating with multiple factory locations using an excel spreadsheet to monitor the status of open POS weekly which reduced the amount of late deliveries.
• Assisting the receptionist as part of a rotating shift to answer all incoming calls and provide assistance over the phone and in person.
• Organizing the workflow between the customer, logistics team and the factory which reduced internal delays and improved customer delivery.
• Processing customer orders including entering orders in Lawson M3 ERP software, providing order acknowledgment, retrieving shipping documents, and tracking information.

Call Center Customer Service Representative Resume

Headline : Aggressively motivated Call Center Customer Service Representative with 5 years of experience seeking a secure position in a reputable facility where I am able to utilize my organizational skills and experiences.

Skills : Training & Development, Customer Service, Clerical, Outlook, Word, Quickbooks, Excel, Management, Server

• Created engaging, memorable service interactions with our members on inbound calls, chat, email and other emerging channels.
• Used the systems, tools and policy procedures to serve as a balanced advocate for both the customer and Jack Threads.
• Met or exceed all monthly scorecard expectations: quality assurance score of 2.0 or higher and contacts per hour of 810 contacts per hour.
• Built a strong understanding of our product offering and help customers build new looks and outfits from our available brands.
• Worked collaboratively with peers to present trends regarding website issues and customer request.
• Demonstrated a professional and accountable behavior. 
• Maintained the vendor contact to investigate discrepancies and provide information in non-routine situations.
• Responded to more than 70 inbound service calls daily, assisting customers with the resolution of various malfunctions.

Objective : Junior Customer Service Representative with 4 years of experience looking to acquire a career form the use of my knowledge of effective communicating skills and a vast interest in the field of communication used in a versatile way.

Skills : Supervisory Ability, Excellent Phone Etiquette, Writing, Multi-task Management, Exemplary People

• Holding the highest ethical standards and maintaining the valued trust of our customers and communities.
• Serving the consumers through digital (online, mobile, and social) and contact centers (phone, email, and correspondence).
• Providing customers with convenient ways to manage their accounts, enable digital payments, provide solutions that meet their financial needs.
• Delivering exceptional service to our customer by going out of the way to please them.
• Providing the first call resolution, while following strict procedures that meet compliance guidelines.
• Identifying and offering the customers the products and services they need and want to succeed financially.
• Maintaining the great communication skills including speaking clearly, succinctly, and accurately while using a pleasant tone and common conversational courtesies.
• Navigating multiple computer systems, applications, and utilize search tools to find information.

Customer Service Representative (Entry level) Resume

Objective : Detail-oriented Customer Service Representative with one plus years of experience with strong working skills and the ability to learn concepts quickly. Hard-working, looking to apply my education and experience to a job.

Skills : Cash Register, POS Managing Employee Scheduling And Paycheck Distributing Microsoft Word 40 Wpm, Microsoft Excel, Microsoft PowerPoint

• Effectively managing the written inventory (including opening, closing, and updating cases).
• Extensive knowledge of CMS guidelines including required compliance measures.
• Educating the members on their insurance coverage through BCBS medicare advantage.
• Analyzing the claims information for providers with improperly processed claims or missing payments.
• Servicing providers and members on claims adjustments processes and benefits information.
• Keeping abreast of constantly-changing, complex information.
• Staying up-to-date about new and changing laws and regulations that pertained to the healthcare industry and customer benefits.
• Protecting the company's financial interests. Limited and minimized the financial risk to the organization in medical claims processing, handling, and adjustment.
• Setting appointments and confirming appointments with customers.

Receptionist/Customer Service Representative Resume

Objective : Results-oriented Receptionist/Customer Service Representative with more than 3 years of progressive accomplishments in executive and administrative assistance. Dependable achiever, with ability to support complex, deadline-driven objectives. Team Player, Flexible, Excellent leadership qualities.

Skills : Microsoft Office, Microsoft Excel, Microsoft Outlook, Multiple Window Use, Accuracy, and Patience

• Managed customer calls effectively and efficiently in a complex, fast-paced and challenging call center environment.
• Addressed and resolved customer loan complaints empathetically and professionally.
• Processed payments refunds and record important customer data, update record customer information, de-escalate calls via active listening to identify needs and provide timely solutions.
• Gathered and verified all required customer information for tracking purposes.
• Collaborated with internal departments to find a resolution/further research on a customers account.
• Assisted customers with title information and modification using Dealertrack title management system.
• Received 18 shared success awards - compliments escalated to the office of the president as a result of an excellent customer experience.
• Cultivated an exceptional company standard of professionalism and empathy by troubleshooting critical issues.

Customer Service Representative (CSR) Resume

Summary : Motivated Customer Service Representative with 18 years of experience, dedicated to maintaining customer satisfaction and contributes to company success goals. Proven ability to empathize, establish rapport with clients and exceeds expectations.

Skills : Training & Development, Office Applications, Compliance Management, Conflict Resolution, Data Analysis, Data Entry, Executive Support, Risk Management, Communication Relations, Coaching

• Using tools and resources to build customer loyalty and keep customers in the T-mobile family by reselling the t-mobile brand.
• Proficiently handling calls within various skills as determined by business needs.
• Assisting leadership in providing support to representatives when needed.
• Providing constructive feedback and best practices to representatives based on observations to enable increased productivity, self-confidence and independence.
• Consistently meeting/exceeding the team and departmental goals and business objectives.
• Using different tools and resources to identify and trend behaviors to improve individual and team performance.
• Addressing and resolving the customer product complaints empathetically and professionally.
• Gathering and verifying all required customer information for tracking purposes.
• Accurately documenting, researching and resolving the customer service issues.

Customer Service Representative/Team Lead Resume

Headline : Customer Service Representative/Team Lead with 6 plus years of experience is seeking to obtain a challenging permanent position in an environment that offers a greater challenge and the opportunity to help the company advance efficiently, and productively. A position with a reputable organization that will benefit from my strong Customer Service skills and outstanding performance as well as contributes to my developing career.

Skills : Public Speaking, Community Engagement, Public Advocacy, Small Group Communication And Social Work, Accountable, Self- Starter, Enthusiastic, Optimistic, Motivator, Flexible, Team Building And Goal Oriented.

• Yielded to policies, procedures, and guidelines to protect both the customers and Wells Fargo.
• Exceeding the sales goals by influencing customers to learn about products/services that will benefit them.
• Resolving customer inquiries and/or problem resolution in a professional and composed manner, and escalate to manager as appropriate.
• Generating a connection and develop a rapport with customers to provide outstanding, personalized service.
• Resolving customer issues with the highest level of professionalism and integrity to ensure customer satisfaction and retention.
• Collaborating with other business units to retain accounts that might otherwise have been canceled.
• Following quality control procedures to ensure accuracy before delivering completed jobs to the client.
• Handling the client sensitive material including time-sensitive, confidential and urgent requests.
• Tracking any client reported issues and creating a reasonable resolution in a timely manner.

Customer Service Representative Resume

Headline : Experienced Customer Service Representative with over six years of experience in a high pressure and fast-paced professional environment. Motivated team player aiming to provide superior customer service above and beyond expectations. Demonstrates the ability to establish and document rapport with customers in an inbound and outbound call center.

Skills : Billing, Excel, Lotus Notes, Marketing, Microsoft Word, Marketing Research, Typist, Customer Relations, Social Media, Customer Service, Switchboard Operations, Sales, Training, Supervising

• Compiled and memorized HIPAA in order to correctly verify providers and patients which saves the company from fines and penalties.
• Carefully researched patients and providers account for errors or adjustments to prevent fraud for the company, and accuracy for patients to ensure they save money, and are not being overcharged the contracted rate.
• Responsible for collecting and processing account upgrades, and also collecting past due balances by credit card.
• Greeted every customer promptly documenting and answering all questions completely to maximize service opportunity and one call resolution which assists in improving service levels.
• Maintained up to date knowledge of dental updates, product and system enhancements, and procedure and processing policies.
• Listened attentively to caller needs to ensure a positive customer experience, and strives for a quick resolution, and customer satisfaction.
• Handled 50+ customer interactions per day, giving detailed, personalized, friendly and polite service to ensure customer retention and secure group contracts.

Objective : Customer Service Representative with an extensive experience in sales and the customer service environment; which includes generating new prospects, training existing customers, troubleshooting technical problems and managing/tracking returns. Organized, critical thinker, creative, good communicator, thrives in pressure, excellent writing skills, notable positive rapport with customers, fearless in asking for a sale.

Skills : Proficient In Microsoft Word, Excel, PowerPoint, Access, Internet, Quick Learning Ability, Ability To Multi-task And Communicate Clearly And Effectively. Problem Solving And Customer Relations.

• Providing accurate information about client products and services to the caller and educating the callers on how to use client products and services. 
• Handling the customer calls, despite the degree of difficulty, in a courteous and business-like fashion. 
• Performing data entry on tracking systems for recording call notes, questions, and suggestions.
• Providing excellent quality customer service and other duties as assigned. 
• Attending regularly scheduled video conferences for team meetings and one on one coaching. 
• Adhering to Company attendance, punctuality, and meal and rest break requirements. 
• Maintaining the concentration and focus in order to meet performance goals. 
• Reacting positively to an ongoing, changing environment 
• Demonstrating the ability to handle pressure when attempting to meet deadlines and performance goals. 

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26 Customer Service Resume Examples for 2024

Customer Service Resume

• Customer Service Resumes by Experience
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• Writing Your Customer Service Resume

As the face of the organization, the customer service team is instrumental in building and maintaining a business’s reputation.

To be a successful customer service professional, you must have a wide-ranging skillset—patience, empathy, critical thinking, and detailed knowledge of your company’s products or services.

With such a tall order, you shouldn’t also have to be an expert at  building a resume . Our easy  resume tips  are available at your fingertips!

We’ve analyzed countless resumes and  chosen the 26 best customer service resume samples to help you land your next job in 2024 .

Furthermore, we’ll share our recommendations and advice so you can put your best foot forward on your resume; before you know it, you’ll also be ready to tackle your  customer service cover letter !

or download as PDF

Why this resume works

• The best way to do this is by making your points concise and highly relevant to the job to which you’re applying. If you include a  resume summary , tailor it to the business to which you apply. As a rule of thumb, the more you customize and  fine-tune your resume  for each job application, the more likely you are to get an interview. 

Entry-Level Customer Service Resume

• Choose two tastefully contrasting fonts: one for your section headers, and one for your body text. 
• Leverage white space throughout your resume to give it a clean, easy-on-the-eye, professional feel.
• We suggest bold (but not garish) colors in the header and titles to draw attention.
• Say goodbye to excess white space by adding some relevant projects you’ve worked on.
• Just make sure they relate to the  customer service job description  and emphasize your most relevant skills.

Customer Service Associate Resume

• Something very impressive on a  customer service associate resume  is when you’ve gone the extra mile to be certified. Definitely include any licenses or certifications you have in a dedicated “Certifications” section.
• Our  user-friendly resume templates  and  Google Docs resume templates  allow you to quickly add a section just for certificates and licenses.
• For example, “Handled an average of 40+ customer complaints per day with a 93% customer satisfaction rate.”

Customer Service Manager Resume

• Don’t worry though! You can easily tailor it by mentioning the specific job title you’re seeking, the company’s name, and any position-specific skills you’ve learned.If these kinds of details paralyze you, take a breath; now, start off your  resume-building  adventure with one of our  free resume templates  or  Google Docs interactive resumes  that already have sections laid out for your objective.
• Though including a  resume objective  is optional, we recommend one if you’ve had a career change, are entry-level, or simply need to effectively fill a little space on your resume.
• If you choose to add it, make sure it’s unique and personalized for every application you submit. That’s right. Every single one.

Customer Service Lead Resume

• Also, a technical support specialist position might have refined your problem-solving skills and technical knowledge, essential for resolving issues beyond the first line of support. A moment or two when your leadership stance shone brightly is a welcome addition to your customer service lead resume.

Airline Customer Service Resume

• In the same line, use larger fonts to draw the hiring manager’s attention to different essential parts of your resume. For example, role titles should be in a larger font and title case format, while terms accentuating your skills, hobbies, contact information, and education should be in uppercase.

Customer Service Call Center Resume

• It’s fine even if you mention them in other unrelated job roles. Just ensure that you clearly state how your assistance helped customers in a particular scenario.
• If you run out of room in your resume, remember that a cover letter generator can help you expound quickly on the details you care about sharing.

Customer Service Bank Resume

• Even if it’s only a short stint, mention how you went beyond resolving technical issues at a desk by adding your ability to make personalized follow-ups, maintain high-data accuracy rates, and implement any customer feedback provided.

Insurance Customer Service Resume

• Remember that expertise in communication efficiency, accurate responses align well with the requirements of the role since you will be handling customers.

Client Service Manager Resume

• And if you may, add your metrics on improving customer satisfaction to further prove your potential.

Customer Service Specialist Resume

• Luckily, customer service is typically a metric-heavy role. From sales to customer reviews to retention, there’s a lot of numbers you can draw upon, such as customer satisfaction scores, how many customers you helped, and sales targets you exceeded.
• Metrics draw the eye of the resume reader and increase the length of time they’ll review your  customer service specialist resume , which increases your likelihood of getting an interview. Since a hiring manager will, on average, spend six seconds reviewing your resume, hooking their attention quickly is key.

Retail Customer Service Clerk Resume

• The structure of your  retail customer service resume  can either help or hurt the flow of the employer’s reading experience and affect whether or not you get that interview.
• We suggest you experiment with an array of  resume templates  and go for the one that zooms in on your greatest selling points.
• Sprinkle in impressive numerical metrics such as team headcounts, sales targets met, and payment processing accuracy percentages whenever possible.

Customer Success Manager Resume

• Challenge yourself to prove your impact with metrics.
• For example, how much time did you save in labor hours? How much did you increase profits for the company? Provide any details that show how quickly you could boost numbers at the next business that’s smart enough to hire you. 
• Striking a good balance between hard and soft skills is tricky, but doable—the  skills section on your resume  can emphasize the soft skills that made those impressive numbers happen in the first place.

Bilingual Customer Support Resume

• For example, you can mention the number of reward program members you signed on, the number of customers you helped per shift, the number of performance-based awards you earned, and the percentage of bilingual clients who specifically returned to you for assistance.
• Pass the automated tracking system filter by peppering your skills section with relevant keywords you’ve taken the time to mine from the  job description .
• Just be sure the keywords you glean from the job description truly match the skills you possess! Better to be a master of a few talents than have a surface knowledge of many.

Customer Service Consultant Resume

• Having trouble breaking up with the roles you had in high school? You can save old positions in a separate document, just in case. Just reassure yourself that you can discuss this expertise during an interview.
• Rather than cramming your work experience down to microscopic font size, try honing in on your most relevant work history. 
• Since you probably have plenty of experience, you may want to consider including a  resume summary , which can give a valuable overview of your skills and how they’ve driven results over the course of your lengthy (10+ years for a summary) career. 

Customer Service Agent Resume

• As long as you’re not distracting from the content of your resume, go ahead and get a little creative. 
• Do this by  organizing your resume  into distinct sections (subheadings are your friend), and use an unexpected pop of color to draw on your personality. Who said your resume has to be boring? 
• Focus on adding hard skills, like Zendesk, Salesforce, and Microsoft Word.

Customer Service Success Specialist Resume

• Hiring managers in the customer service field often have less than a minute to review your resume, so it’s important that you place the most relevant information where they’ll see it! 
• Emphasize growth in your career by ordering your work experience in a  reverse-chronological resume format , meaning that your most recent experience will be listed at the top of the page. 
• Including numbers in your work experience bullet points shows the employer that you’re great at your job! Ultimately, they’re looking for specialists who can perform the job well, and numbers prove that you can. 

Customer Service Coordinator Resume

• That’s right. Your resume doesn’t need to look computer-generated to command respect. In fact, using a sprinkle of color can demonstrate your confidence and individuality, making you an even more appealing candidate. 
• A word of caution: While more companies are valuing the individuality and flair of applicants, there are times when toned-down colors (like deep navy, slate gray, or hunter green) may be more appropriate. This can be especially true if you’re applying to a larger corporate business. Determine what’s best by investigating the  customer service job description’s  work culture.

Customer Service Advisor Resume

• Now, that doesn’t mean you need to bring the entire color wheel to your resume. Instead, focus on grabbing recruiters’ attention by using one or two colors for your section titles. You can start from scratch to find a visually-appealing color, or use a  resume template  if you’re not artistically inclined. 
• Take your resume personalization to the next step by adding a  career summary  section if you’re a total pro in the field with more than a decade of experience. Use this section for some humble bragging and tell hiring managers about your biggest accomplishments over the course of your career. Because if there’s any good time to brag, it’s on your resume, right?

Customer Service Technician Resume

• It’s surprisingly easy! Using hard numbers throughout your resume makes hiring managers slow down and read more carefully, plus using metrics supercharges your resume clout and indicates that you know your value (literally). 
• Don’t be afraid to highlight your  hobbies and interests on your resume .
• But, please, please ensure you can relate them to the job. If you’re including a super interesting hobby, a hiring manager is almost certainly going to ask you all about it. You better 1.) actually do that hobby, and 2.) be able to relate that hobby to relevant customer service tech job skills. 

• So, instead of simply adding ‘Sales’ as a skill in your customer service representative resume , use an example of where and how you used said skillset. Try, “Boosted high-end electronic sales by 34% through deep product knowledge and personalized demonstrations.”

Call Center Customer Service Resume

• Format your resume so that your most recent experience and achievements are at the top of your call center customer service resume . By doing this, you’re presenting those highlights in a way that they’re the very first thing a recruiter will probably look at.

Professional Customer Service Resume

• Let’s say you have a Certified Customer Service Professional (CCSP) certification on your professional customer service resume—it immediately lets a potential employer know you’re well-equipped and ready to provide exceptional customer service.

Customer Service Supervisor Resume

• If you know your way around a specific CRM or management software, don’t miss the opportunity to add it to your customer service supervisor resume and show an employer you’re a well-rounded candidate.

Remote Customer Service Resume

• By using a remote customer service resume template that’s clutter-free and spotlights what’s really important, you can show a recruiter what they need to see to form a positive opinion of you.

Customer Service Sales Resume

• Let’s take the poetry writing, portrait sketching, and vector illustration mentioned in this customer service sales resume . They convey that you have a knack for being creative, understanding design, and paying attention to detail—all of which will come in handy in your professional role.

Related resume guides

• Receptionist

Sales Associate

• Front Desk Receptionist

4 Tips to Improve Your Customer Service Resume Today

Customer service resumes have gone beyond a simple list of experiences and education that prove your worth. Now, they’re as varied as the candidates themselves. Before writing a resignation letter and applying for your next job, check out BeamJobs’ list of recommendations to make your resume sound professional, look neat, and prove without a doubt that you’re the best candidate. We’ll cover:

• Customer service skills
• Formatting your customer service resume
• Quantifying your previous impact
• Customizing your resume for each job

Tip 1: Confidently choose your customer service skills

The  skills section of a resume  might be short, but it packs a punch. This is where you sell what you’re capable of and what you can do. This section is especially important for ATS to keep you in the running, so it’s crucial to pay attention to what skills you possess.

You should list both hard skills (like Microsoft Office Suite, HubSpot, or HelpDesk) and soft skills (like organization, problem-solving, and interpersonal communication). The best place to find applicable skills would be the job description itself—see what’s required for the tasks listed, and then use those tasks to steer you in the right direction.

Let’s say you run across a  customer service job description  requesting bilingual support like this:

• Answer telephone calls and emails promptly in Spanish and English
• Maintain and extend client base through positive customer interaction
• Excellent verbal and written skills in both Spanish and English
• Strong organizational and analytical skills 
• Flexible—must be able to work independently AND with a team daily

Based on the job description, it’s clear this company values a bilingual, organized individual who is an effective communicator. These skills (as long as they accurately define you) should serve as the foundation of your skills section. And a word to the wise—don’t apply for a job if you can’t honestly say you own the skill set required. 

Now, it’s time to tailor your skills section to the job description, which could look like this:

• Bilingual (Spanish and English)
• Organized 
• Strong verbal and written communication 
• Proven customer success 
• Empathetic 
• Methodical and thorough documentation 
• CRM (HubSpot)

Not every customer service job description will look like the one above, so your skills section should reflect the role for which you’re applying.

The following skills would be great additions to other customer service positions:

• Data analysis
• Metrics-driven
• Customer service reporting
• Self-motivated
• Social media
• Creative problem-solver
• Inquisitive

Tip 2: Format your resume for the ATS and recruiters 

When you open the pages of a book, what’s more inviting: dense blocks of text with little color or short paragraphs with headings, indents, and plenty of white space? The latter is easier to read and, thus, more inviting. Your customer service resume needs to follow the same principle since it’s your first impression. Make the recruiter’s job as easy as possible by being neat, easy to read, and understandable. 

There are multiple ways to achieve this, but one of the easiest is to put things in  reverse-chronological format . This helps recruiters know immediately where you’re coming from. (For example, if you recently worked as a customer service representative, you’ll have a shorter adjustment period. And even if you were a customer service rep a few years ago, the reverse-chronological order will help recruiters quickly assess your qualifications.)

Further suggestions for keeping your resume easy to read: 

• Bullet points rely on keywords, essential for making your resume ATS-friendly. The condensed structure and repetitive points also relieve eye strain when reading.
• Place the customer service title beneath your name to make it easier for the recruiter to keep that specific job in mind as they scan your resume. This is especially crucial when a company is hiring for multiple positions.
• The average time a recruiter spends looking at a resume is six to seven seconds, which means you should only include necessities. Anything else that’s relevant can be brought up in the job interview.
• Some companies see them as antiquated, but others like knowing exactly what you’re aiming for. Scan resumes in the job field to see if others include them, and consider reaching out to current employees on LinkedIn for advice.
• Primarily, fancy icons or images may confuse the ATS. Beyond that, leaving them off your resume looks more professional; plus, it leaves room for more important things, like skills or awards.

Objective or summary for your customer service resume?

Objectives and summaries  are a hot topic for resumes. It’s up to you to decide if an objective or summary is needed for your customer service resume. Typically, objectives/summaries are a good idea if you’re changing careers, you’re an entry-level applicant, or if you want to customize them for each application. Otherwise, it would be best to leave space for other things.

The difference between objectives and summaries rests in their purpose and your level of experience. Both are roughly two to three sentences, but  an objective describes your interest and qualifications for the job while a summary highlights your past work . If you have limited experience, you should choose an objective to sell why you’re the best candidate, but if you’re years into customer service, you could include a summary to describe your unique background.

No matter if it’s a summary or an objective, it should always be concise, informative, and personal ; this is your chance to show your personality and skills before the interview, so make it count.

When you write your objective, communicate your reason for applying and why you’d make a great candidate. Avoid making it generic, flat, or too casual: 

• College graduate looking for work in the customer service industry to start a life-long career. I’m hardworking, great with people, and skilled with computers.

Instead, your objective should be specific, detailed, and unique to both you and the job description. Try something that highlights your skills regardless of your experience level:

For those who have 10+ years of experience, a summary is the best way to go. Poor summaries have limited and vague information:

• I’m a manager who is seeking further professional growth. I’m good at resolving conflicts, handling money, and writing reports; looking for a job that will give me experience and career options.

Rather, a summary should be a highlight reel of your accomplishments and expertise. To further showcase your talent, add metrics here, too:

This summary is tailored to the position and outlines the candidate’s experience and skills while being personable and not too formal. By carefully crafting your objective or summary, you can rise above the competition in just two to three sentences.

Tip 3: Leverage metrics on your customer service resume 

Leveraging metrics is all about avoiding generality and demonstrating success. Most job description bullets don’t describe how successful, friendly, or efficient you were. However, saying, “Assisted 200+ customers weekly with technical questions with a 98% customer satisfaction rate,” tells the recruiter the specifics of your talents and abilities. 

Writing metrics for every single bullet point isn’t necessary, but including an estimate when you can is better than staying vague.

Some customer service metrics to add to your resume include:

• Customer satisfaction (CSAT) score: The core aspect of customer service is keeping customers happy, so providing high CSAT scores based on your interaction with customers is bound to get recruiters noticing.
• Net promoter score: Just like the CSAT, this gives an insight into how happy customers are with the company. 
• Employee retention rate: This statistic works well if you’re in a management position with a tight-knit group. That means your leadership has a direct effect on how many customer service reps leave or stay.
• Resolution rate: By showing a percentage of solved cases, you demonstrate your effective problem-solving skills and care for the customer.
• Customer effort score: This shows how much effort it took to get an issue resolved. Less effort means you’re easier to work with and more effective, which is why a low CES score is useful to add to your resume.
• Customer/employee numbers: Providing the number of teammates, employees, or customers you’ve helped or served is a great way to show your capability in helping large volumes of people.

Now that you know what kind of metrics to include, below are some examples of how you can use them in practice. If you have trouble calculating some of the aforementioned metrics,  HelpCrunch  or  Kustomer  have some helpful formulas. 

• Assisted over 250 patrons with technological questions monthly with a consistent 86 CSAT score based on interactions
• Extended the client base through positive, empathetic communication, resulting in a net promoter score of over 50
• Led a group of 20 employees through conflict resolution training, and updated onboarding processes that improved employee retention by 23%

Tip 4: Customize your customer service resume for the job 

Just as every company is different, no customer service position is identical. So, why would you submit the same resume for multiple customer service job applications? Tailoring your resume shows you have researched the job and helps corroborate your candidacy.

Check the following list for advice on how to customize sections of your resume:

• Mention the company by name and what you hope to accomplish. Check the “job details” section of the job description to see what the company hopes to achieve, whether it’s boosting customer loyalty or increasing customer satisfaction.
• Many customer service jobs require similar skills, but that doesn’t mean your skills should stay stale. Check the job description’s qualifications to scan for skill keywords to use. Keep it under 10 to avoid being excessive.
• Include the job description requirements in your resume as much as you can. If the job description says they’re looking for someone who will “standardize quality customer service through positive customer interactions,” mimic that wording on your resume to describe your past achievements. This helps make your resume ATS-friendly while highlighting your skills.
• No matter the customer service role you’re seeking, there are many ways to  write your resume  so that it’s relevant and unique to every application:

Customer service resume

• All of these are good ways to customize your job description points.
• Include a concise objective that mentions the company by name, and highlight why you’re qualified for the job.
• Have you assisted large volumes of customers or boosted overall customer numbers? Have you increased efficiency or used specific software discussed in the job description? 

Customer service rep resume

• Outcomes like increased sales or error reductions are great metrics to include.
• Highlight skills like empathy, friendliness, and negotiation in your skills section and job description bullets.
• Include your goals for your interactions with customers, like “established lasting relationships” to draw attention to your interpersonal skills.

Customer service manager resume 

• Use verbs like “directed,” “led,” or “modeled” to demonstrate productive leadership.
• Include a summary to showcase the success of your career so far and what you can bring to your new job.

Entry-level customer service resume

• For example, if you were a lab assistant, you had to be highly organized and a great problem-solver, which would work well in a customer service resume.
• Stress your ability to work well with people—include any courses,  extracurricular projects , or volunteer efforts where you interacted with people consistently. 

Retail customer service resume

• Include past experience where you solved problems, troubleshot issues, or resolved disagreements.
• Anything relating to product management would be an excellent addition—think of past jobs that dealt with marketing or sales, especially if you can provide metrics like increased revenue or reaching sales targets.

Customer success manager resume

• CSMs must be able to see trouble coming and steer clear, so include responsibilities where you proactively and positively improved the customer’s experience.
• Resilience and tenacity are two core elements of the customer success journey, so long-term projects and goals are solid additions to prove you’re willing to spend the time to get something done right. 

Bilingual customer support resume

• Include all languages in which you’re fluent in the skills section. Also, make sure to highlight your bilingual (or multilingual) abilities in your objective or summary.
• Mention how you improved your customer service strategies or practices as this will show you actively make customer experiences better for everyone.

Customer service consultant resume

• CSCs are also great advocates for both the customer and the company. They see things from both the customer’s perspective and the company’s, so keep your resume balanced between your advancements for the company and your success with customers.

The keys to your customer service resume

Resumes are your first impression, so it’s important you make a good one. By taking the extra time to customize and adjust your customer service resume, you’ll catch the eye of hiring managers. With your list of relevant skills, professional formatting, specific job metrics, and customized additions, your resume is sure to stand out from the competition.

Upload your resume to our  resume checker  to see if your resume meets our AI-powered recommendations. If you’re starting from scratch, use our  resume builder , which allows you to create resumes from the ground up with helpful hints and tools from BeamJobs. If you’ve made it this far, it’s safe to say you’re well on your way to crushing your customer service resume!

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Representative, Customer Service Resume Samples

The guide to resume tailoring.

Guide the recruiter to the conclusion that you are the best candidate for the representative, customer service job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies, tailor your resume & cover letter with wording that best fits for each job you apply.

Create a Resume in Minutes with Professional Resume Templates

• Performs other duties as assigned
• Follows all established policies, procedures and written/verbal instructions
• Customer Feedback to be shared inter-departmentally for process improvements and reported to business
• Performs all assigned tasks as quickly and accurately as possible
• Timely reporting of daily / monthly metrics to stakeholders
• Pro-active and rigorous follow-up with departments for effective issue resolution
• Strong and indepth process knowledge
• Reports to Team Manager, Senior Technical Representatives, Assistant Operations Manager and Operations Manager
• Develop and maintain constructive and cooperative working relationships with customers, prospects, colleagues and supervisors and maintain them over time
• Develops, updates and improves communication methods and tools
• Assist the Asset Management organization in resolving customer disputes by preparing or assembling supporting documentation
• Provide support and back up assistance to peers
• Perform back up and work load sharing activities with other Domestic Customer Service
• Work with sales to develop and participate in training meetings
• Customer Service – Provide 24 hours support to customers and communicate customer’s feedback, complains and concerns to SBUs in order to promote customer service satisfaction
• Serve as the single point of contact for all inquiries related to the order-to-cash process
• Shipment Scheduling - Process new orders in the system, schedule orders, create shipping schedule, inform all parties of shipping schedules and changes as and when they occur in order to ensure on-time delivery
• Supplier Relationship Management - Review contract performance across sections, seek industry intelligence from them, discuss possibility of new services and contract, seek feedback, lead resolution of issues, and maintain KPIs while supporting Customer Service Supervisor in order to ensure continued service at optimized cost
• Execution Operations - Oversee the execution of shipments to overseas locations (oversee creation of delivery, inform facilities regarding delivery and loading schedules, confirm orders to be shipped) in order to ensure proper execution of shipments
• Vessel Nomination - Nominate vessels and send nominations to sales and affiliates/third party suppliers in order to communicate vessel capabilities
• Analyze customer EDI (Electronic Data Interchange) orders of finished goods on a daily basis for accurate pricing, ordering constraints, and sourcing locations to maximize the Supply Chain efficiencies of both the customer and Smucker
• Excellent communication skills
• Ability to work in a fast paced environment
• Ability to interact with all levels of personnel in a professional manner
• Personal Computer knowledge
• 2 – 4 years of customer service or related experience
• Experience working with online ordering or shipping or e-commerce companies helpful
• Prior B2B experience highly desired
• Passion for music and the music industry
• Ability to represent company to customer in a professional manner; ensuring all customers have accurate and timely information
• Excellent telephone communication skills

15 Representative, Customer Service resume templates

Read our complete resume writing guides

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• Online chat with customers to address queries and complaints
• Driving resolution at a differential turnaround time
• Identify ways of improving current processes to enhance customer experience
• Improvising on chat response quality at regular intervals
• Expertise on Vision , Delite/ CardOne
• Excellent communication ( Spoken + Written ) skills and fluency in English
• Spontaneity and customer centric approach
• Familiarity with web platform and active on Social Media, is privy to online forums and functionality

Representative, Customer Service A Resume Examples & Samples

• Processes product orders by verifying prices, product availability, terms of sale etc
• Ensures “perfect order rate” by reviewing open order report; tracking status of orders; following up to ensure timely shipments
• Resolves product or service problems by clarifying the customer’s complaint; consulting team members and other employees; selecting and explaining the best solution; expediting correction and following up to ensure resolution
• Keeps customers informed by responding to phone inquiries; confirming and clarifying orders; communicating shipping or back-order delays; suggesting alternatives to meet customer’s needs
• Maintains customer records by updating account information; such as customer profiles and credit information on Lotus notes
• Maintains product and service knowledge by attending line reviews; reviewing catalogs, programs and other information; consulting with sales reps and customers for market awareness
• Attracts potential customers and sales by answering product and service questions; suggesting products
• Previous experience with SAP preferred 
• Effective interpersonal/communication skills 
• Ability to troubleshoot, make decisions and work under pressure 
• Personal computer skills
• Monitors the sales order to guarantee that the products will be dispatched on time to the customers and without any errors
• Verifies if the deliveries are happening according to what customers requested
• Helps the regional representatives, KAMs and the GRVs with the re-deliveries of the goods, avoiding returns
• Handle errors with the respective areas inside the company
• Guarantees that all requests done by the customers are going to be fulfilled
• Visits regional representatives and customers to check their needs
• Helps the sales team with the local reports when there is an error or something like that
• Supports the customers when there is a financial issue, like credit notes to be approved or requests more time to pay
• Manages / Cancels order bookings of the customers when the Sales Area requests; and
• Sends all information to customers, like newsletters, Trade Terms, etc
• Ability to work independently under little guidance
• Knowledge of Logistics and Finance
• Ability to interact between areas inside adidas and guarantee better results
• Ability to define problems, collect data, establish facts and draw valid conclusions; and
• Ability to make effective and persuasive speeches and presentations on potentially controversial and complex topics to top management, public groups and/or board of directors
• At least basic English level. Don’t need to be fluent
• Good knowledge of MS Excel (advanced level); and
• Very organized and proactive

Representative, Customer Service Resume Examples & Samples

• Promptly answer incoming telephone calls and respond to emails in a timely and professional manner
• Communicate new release street date changes to meet retailer's, product availability and estimated ship dates on backordered product
• Coordinate with our fulfillment center to expedite shipment in support of upcoming, music, in store or artist events
• Accurately and efficiently process customer transactions such as orders, credits, debits and returns
• Utilize order status and NIDB to assure correct information is applied to customer orders
• Provide accurate information regarding availability of in-stock items
• Monitor scheduled shipment dates and track order shipments to ensure timely delivery and expedite as needed
• Process returns authorizations
• Process key-rec’s
• Expedite shipments as requested and approved
• Provide proof of deliveries as requested
• Investigate claims for items billed but not received, incorrectly shipped, lost or damaged shipments and price discrepancies and process sales adjustment when appropriate
• Communicate with Manager regarding and special situations (customer requests or problems)
• Provide Backorder Reports as required
• Must display a mastery of intermediate C/S skills
• Strong communication skills (written, oral)
• Strong computer skills (internet, mainframe, Excel, Word)
• Strong organizational skills with the ability to multitask
• Ability to handle difficult situations
• Excellent Math Skills
• Excellent analytical/decision making skills
• Fast and accurate keyboard skills
• Provide professional and efficient customer service as guided by the defined process and procedure, using tools and systems, within the assigned function or scope of work as follows: Pricing and Availability, Purchase Order Entry, Order / Shipment Status, Product Lead Times , Call Back / Follow Up Call, Cross Reference, General Product Information
• Provide professional and accurate solutions for customer concerns through implementing the following: Expedite Orders, Invoice Corrections, Return Goods Authorization / Direction, Special Build and Drop Off Orders, Tracking, correction and processing of missing, misread or incomplete purchase orders, Customer complaints including, but not limited to, missed shipments and incorrect drop-offs and requests for credit
• Manage efficient usage of production time and company resources through the following: Accuracy in Interaction Handling , Maintaining productivity within acceptable transaction volume levels

Representative, Customer Service, SCM GC SPE Resume Examples & Samples

• Tracks order activities, alerts related staff on any potential delivery problems and coordinates with related staff and customers to ensure timely and accurate product delivery
• Responds to customer inquiries about order management. Handles 800 Toll free Inbound and Outbound calls & act as a window for enquiries and problem solving
• Coordinates with commercial teams, technical development engineers and supply chain staff, researches and obtains resolution of a variety of customer complaints and issues
• Handles customer claims and provides best possible resolutions
• Performs payment follow-up, including past due and credit limit hold
• Process product orders and provide prompt and efficient response and resolution to all customers requests (may require as much as 80% of time receiving orders via phone). Must retrieve and verify account information
• Assist customers, sales reps, and management with inquiries or issues concerning orders. May also act as service contact for Sales, Credit, Accounts Receivable, EDI, Logistics, and other areas
• Maintain effective communication with customers to provide on-going information flow as it relates to orders, sales, promotions and policies
• Maintain manual of specific job duties for use by back up and training
• Taking/entering in the system, phone or electronic orders and answering all questions regarding product availability, offerings and prices, as well as shipping information
• Following up with logistics services partners in order to keep clients supplied effectively and efficiently
• Maintaining customers informed of back orders as per defined procedures and expedite back orders as soon as the products involved become available
• Preparing daily, weekly or monthly reports on back orders, sales, complaints, etc
• Based on the returns report, managing the debit and credit adjustment process for incomplete deliveries or delivery errors for all Sales divisions and ensuring proper supporting documentation
• Participating in the management and updating of key accounts as per stated procedures
• Training Order Department colleagues on preferences/needs of assigned key account clients, in order to ensure availability of smooth and efficient back-up during her/his absence
• High school diploma (DEC – diploma of collegial studies preferable)
• Two to four years of relevant experience
• Marked aptitude for teamwork, communication and interpersonal relations
• Capacity for tactful, diplomatic communication with clients, over the telephone or written
• Strong learning skills and flexibility
• Good knowledge of Microsoft Office software (Word, Excel, PowerPoint, Access, EDI, e‑mail)
• Knowledge of SAP software an asset
• Bilingualism (French and English), both spoken and written
• Follows developed procedures pertinent to the effective and efficient operations of Customer Service, develops new procedures as necessary
• Monitors programs and procedures to ensure on-time delivery to meet customer expectations, while maintaining in-depth knowledge of the Company’s systems and processes and participates in the development of same
• Acts as resource in resolving customer issues by utilizing excellent company process knowledge and strong skills in negotiating and selling
• Assist the Customer Financial Services and Quality organizations in resolving customer disputes by preparing or assembling supporting documentation
• Develop a thorough knowledge of all CommScope products and their functionality and utilize such knowledge to service internal and external customers, business partners, and sales organization
• Provide customers with product literature and documentation when necessary or appropriate
• Report and manage daily sales and production metrics
• Communicate with the Materials Management and Operating organization to anticipate projects, completion timetables, and potential scheduling issues
• Set customer expectations and priorities for the supply chain (not just expedites)
• Perform other duties assigned and unassigned that are required by the needs of the business
• Provide sales lead information to appropriate sales representative and follow-up as appropriate
• After assisting the customers’ initial need, probe for additional sales opportunities and refer to other sales representatives, as may be appropriate
• Support quality and warranty process as needed
• Guide customer to higher revenue and margin products, as appropriate
• Supports and participates overall business development activities of company
• Product selection, pre-sale support and quotation creation
• Order entry and order management
• Providing pricing, order status and availability
• Provide support for complaint processing
• "Do the customer's job for them
• " Work with Customers, Sales Team, and PLM to develop a better understanding of our products and their place in meeting customer needs; and
• Work as intermediary representing Customers, Sales Team, PS&M, and members of the Technical Staff to provide guidance service expectations and requirements to the Supply Chain on a timely and accurate basis, be the Customer’s advocate
• Provide any support required by the Sales Team to facilitate order management and fulfillment
• Provide trade publication information
• Assist with updating product information sheets and product manuals; and
• Ability to travel as required (`5%, domestic)
• A completed Associate's Degree in business, communication or related field with a minimum of five (5) years relevant experience required
• A completed Bachelor's degree in business, communication or related field with a minimum of two (2) years relevant experience strongly preferred
• Minimum of 2 years’ experience in a customer support role – Business to Business environment strongly preferred
• Outstanding oral and clear, concise written communication skills required
• Working knowledge of Microsoft Office (Outlook, Excel, PowerPoint, Word.)
• Basic manufacturing business process knowledge preferred
• Must be detail-oriented,
• Intake orders via centralized call center
• Process credit card charges
• Answer heavy phone volume
• Negotiate delivery times with customers
• Coordinate with quality control and office personnel to ensure service and delivery of Ready Mix concrete
• 1-3 years experience in dispatching in a similar industry

Customer Service Representative Customer Service Representative Resume Examples & Samples

• Receive and enter sales orders from a variety of customers
• Help in the preparation of various product price quotes
• Management of all assigned customer accounts receivable activity
• Setting up of new customers in the Crown system
• Management of obsolete and slow moving inventory
• Be the “voice of the Company” meaning to protect the Company’s best interest while at the same time ensuring our customer’s needs are being met
• 3-5 years of hands-on work experience in a customer service role. Customer service experience with large consumer package goods companies is a plus
• An Associates or Bachelors degree in business or a business related field is a plus
• Working experience in a manufacturing based industry is a definite plus
• Proven ability to work effectively in a fast-paced work environment, both as an independent contributor and also as a team player
• Effective and proven organizational skills, ability to prioritize, effective time management skills and sound decision making skills
• Sound conflict management skills and effective interpersonal skills when dealing with company employees, vendor or customers at all levels
• In-depth working knowledge of all components of the Microsoft Office software
• Working experience using an AS400 system is a plus
• A strong commitment to on-going personal development through education, work experiences or training

Senior Representative, Customer Service Resume Examples & Samples

• Orders Communication and Customer Service – Receive orders from customers and communicate confirmation and requirements to customers, terminals, and Contracting and Sourcing Department in order to ensure proper logistics capacity and transportation of ordered volume
• Customer Service – Provide 24 hours support to customers and communicate customer’s feedback, complains and concerns to SBUs in order to promote customer service satisfaction
• Monitoring - Monitor performance of loading facilities and administration of claims (demurrage/shortage); liaise with stakeholders in case of delays vs. schedule; review operational reports; monitor vessel loading and discharging; and monitor location of ships during voyage until proof of delivery in order to improve performance on cost, ensuring on-time delivery, and provide accurate information to customers regarding order status
• Transportation Capacity Planning - Develop accurate transport capacity plan (transform planned volume into transport legs, calculate planned logistics capacity units, consolidate orders by destination, control marine asset utilization) to support creation of feasible and reliable transportation plans; and Communicate triggered execution plans to all relevant parties in order to ensure timely shipments and customer satisfaction within optimized costs at agreed service levels
• University degree, preferably in Economics, Maritime or Supply Chain
• Understanding of end-to-end global supply chain planning and execution processes
• 5 years’ experience in related industry
• Specific Knowledge: Logistics knowledge, road transport, storage, legal directives in logistics and knowledge of service/cost negotiations
• Competent with office software: Excel, Word, Power Point, SAP
• Expertise of petrochemical industry, customers, markets and competitors
• Provide professional and efficient service to customers in the assigned function using defined processes, procedures, tools and systems as follows
• Portal Training
• User Registration
• Portal Auditing
• Processing Kick Outs
• Web Support Emails
• Survey Emails
• Social Media Monitoring and Reporting
• Generate timely and accurate periodic reports such as the following
• Original Equipment Manufacturer Air Conditioning / Refrigeration Report
• User Registration Report
• Populate the “Where To Buy” Database with Wholesaler locations
• Manage efficient of production time and company resources through the following
• High Quality Accuracy in Interaction Handling
• Excellent written and spoken communication skills in English. Ability to speak or write in another language is an advantage but not required, unless identified by the customer and support requirements
• Confer with customers by telephone, e-mail, or in person to provide information about products and services, to take or enter orders, cancel accounts, or to obtain details of complaints
• Determine charges for services requested, collect deposits or payments, or arrange for billing
• Contact customers to respond to inquiries or to notify them of claim investigation results and any planned adjustments
• Compare disputed merchandise with original requisitions and information from invoices, and prepare invoices for returned goods
• Must have working knowledge of customer service practices and problem-solving skills
• Attention to detail with an emphasis on accuracy
• 10-Key and data entry skills a must
• Handle calls on our Automated Call Distribution Call Center for all Appleton Brands (Appleton, OZ Gedney, McGill, EasyHeat and Nelson Firestop & Heat Trace)
• Handles email inquiries for all Appleton Brands (Appleton, OZ Gedney, McGill, SolaHD) including our specialty brands such as EasyHeat and Nelson Firestop & Heat Trace
• Peak season: average 40-50 email messages per day
• Resolves customer’s phone/email/faxed inquiries regarding products’ Price and Availability, Lead Time and Delivery information, Order Status, Expediting Orders, Shipment information by providing Proof of Deliveries, copy of Packing Slips and Invoices, Processing of missing, misread or incomplete purchase orders
• Provides General Account and Product Information and Basic Technical Support for EasyHeat and Nelson Firestop & Heat Trace Products
• Responsible in processing shipping disputes including, but not limited to, replacement orders for missed or incorrect shipments, Quality Issues, Credit Requests, Facilitates Return Requests and Freight Claim filing
• Provides and handles Certificate requests for customers such as Certificate of Compliance, Certificate of Origin, ROHS, etc
• Serves a main point of contact between Appleton and customers/agency sales representatives and Sales Manager
• Contributes to atmosphere of teamwork and overall success of department
• Contacts the administrative and billing staff of Out of Network (OON) providers to negotiate reduced rates
• Acquires knowledge of the medical claim processing for better understanding of the negotiation process
• Captures detailed notes on calls for future reference
• Creates customized agreements based on negotiated rates
• Analyzes data to determine negotiation trends
• This role will use complex systems used for claim processing
• Updates information on internal systems as well as client systems
• University degree Preferred (e.g. BA, B.Com, B. Sc or any other Diploma)
• 6 months minimum experience in international BPO
• Multi layered communication
• Managing change
• Quality focus
• Results orientation
• Quality Management
• Problem Analysis/Issue Resolution
• Proficiency of MS Office (Word, Excel)
• Overall health insurance knowledge preferred
• Assess authorization request forms for member eligibility and provider participation in eviCore network
• Analyze benefits to ensure coverage of the requested procedure
• Approve the procedure or refer to RN’s & send complex scenarios back to client for advice
• Process Auth requests within TAT benchmark of receipt so as to make the prior authorization process efficient and avoid redundancies such as calls from facilities to check status of their request
• Ensuring to meet Quality standards (Meeting client set benchmarks)
• Record transactions for production reporting
• Any University degree
• Minimum 1 year experience in a BPO industry
• Good English writing and communication skills
• Basic knowledge of healthcare required
• Age Criteria- 21 Yrs minimum and 35 Yrs maximum
• Demonstrates knowledge in MS Office and should have a background in Health Insurance
• Typing speed 20 words per minute with 95% accuracy
• Excel proficiency
• Strong organizational skills and adaptive capacity for rapidly changing priorities and workloads
• Ability to work well independently and maintain focus on a topic for prolonged periods of time
• Proficiency of MS Office (Word, Excel) required
• Comfort in working with team members that are remote and located in the US, India or other geographies
• Ability to work within a matrix organization
• Must be detail-oriented and flexible to work in a fast-paced, dynamic environment
• Work with a third party brokerage firm to research and resolve invoice deductions on customer payments that support key accounting and finance decisions
• Monitor the performance of brokers on pre-determined deduction goals and timely follow up with customers on unauthorized deductions
• Help research and resolve customer shipment discrepancy claims using warehouse shipping and receiving documents to improve invoice accuracy and aid in deduction resolution
• Analyze customer invoice accuracy metrics to identify the root cause of pricing discrepancies and drive corrective actions when issues are identified
• Work internally with Sales Managers to report on customer deduction issues impacting the funding of promotional sales events
• Build strong partnerships with brokers, while identifying process improvement opportunities that benefit both the customer and Smucker
• Serve as the single point of contact for all inquiries related to invoice deductions
• Manage a combination of daily responsibilities and special projects to support current business activities and needs
• Analyze customer debits and credits to post and apply funds for the reconciliation of payments
• 1 - 3 years of related business experience is preferred
• Strong analytical skills to develop and support action plans for achieving organizational goals
• Strong problem solving skills needed in managing complex business situations
• Ability to organize information and prioritize tasks to meet deadlines in time sensitive situations based on customer needs
• Excellent interpersonal skills to achieve effective communication (both written and verbal) with internal and external customers
• Ability to display indirect leadership across other functional areas to accomplish customer goals
• Proficient computer skills, including Microsoft Word, Excel, and PowerPoint
• Review customer orders to resolve inventory availability issues at the Smucker DC (Distribution Center) and maximize order fill rates
• Help research and resolve customer shipment discrepancy claims using warehouse shipping and receiving documents to improve invoice accuracy and aid in invoice deduction resolution
• Build strong partnerships with internal and external customers, while identifying process improvement opportunities that benefit both the customer and Smucker
• Work cross functionally to monitor the performance of third party freight carriers and warehousing service providers to meet customer Supply Chain objectives
• Maintain customer Supply Chain scorecard information to monitor KPIs (Key Performance Indicators), and provide the root cause and corrective action when goals are not met
• Experience in the CPG (Consumer Packaged Goods) industry is a plus
• Maintains financial accounts quotes and quote logs by processing customer orders
• Effectively manage large amounts of incoming calls
• 4 years experience in manufacturing is a plus
• Customer Service, Product Knowledge, Quality Focus, Problem Solving, Market Knowledge, Documentation Skills, Listening, Phone Skills, Resolving Conflict, Analyzing Information ,
• Multi-functional. Proven customer support experience. Track record of over-achieving quota
• Familiarity with CRM systems and practices

Mortgage Servicing Representative & Customer Service Resume Examples & Samples

• Process Delivery: Perform key business processes quickly, accurately, and completely. Meet all internal standards and Policy and Procedure requirements including quality, quantity, and timeliness of work product. Processes include, but are not limited to
• Good interpersonal skills and professionalism to represent the Bank to customers
• Proven ability to perform highly-detailed, complex tasks with speed and accuracy
• Keyboarding and 10-key skills
• Strong problem-solving, analytic, and research skills
• Ability to understand and utilize basic mathematical skills and concepts
• Analyze and autonomously resolve customer EDI (Electronic Data Interchange) orders of finished goods on a daily basis for accurate pricing, ordering constraints, and sourcing locations to maximize the Supply Chain efficiencies of both the customer and Smucker
• Resolve inventory availability issues at the Smucker DC (Distribution Center) and maximize order fill rates for customers
• Research and resolve invoice deductions on customer payments that support key accounting and finance decisions by working with a third party brokerage firm and/or directly with the customer
• Research and resolve customer shipment discrepancy claims using warehouse shipping and receiving documents to improve invoice accuracy and aid in invoice deduction resolution
• Build strong partnerships with key internal and external customers, while identifying process improvement opportunities that benefit both the customer and Smucker
• 1 - 3 years of related business experience preferred
• Accept, process and fill shipment and billing orders for customers, and confirm pricing as required
• Process patient enrollments, Siebel activities and tasks
• Process returned product reports for all APM hardware components returned to St. Paul
• Notify sales force of back order or allocation issues so the field can better manage their customers
• Assist the field with the use of short dated product to limit scrap
• Initiate credits with appropriate paperwork as required
• Provide sales, billing and distribution information as required by the field
• Propose changes for current systems to enable efficiency
• Investigate customer issues, shipping errors and undeliverable components for patient hardware and work to resolve appropriately
• Boston Scientific CRM customer service experience preferred
• Provides excellent technical and customer service support to InSinkErator US/Canada customers
• Interacts with customers to provide and process information accurately in response to inquiries, concerns, and requests about products and services
• Gathers customer’s information and determine the issue by evaluating and analyzing the symptoms; diagnoses and resolves technical issues involving food waste disposers and hot water dispensers
• Utilizes laboratory resources to walkthrough customers and verifies symptoms and issues; researches required information using available resources
• Accurately processes and records call transactions using a computer and designated tracking software or CRM tool to build useful customer profile database; ensures required information is entered into central database pertaining to customer issues or requests
• Adheres to client's defined standard processes and procedures, and company policies
• Identifies and escalates priority issues per client specifications; escalates technical or non-technical issues to proper escalation channel that are not resolved immediately
• Supply Chain
• Customer Service Leadership
• Sales/Marketing
• Process Improvement
• Build strong customer relationships, loyalty and retention through exceptional sales/service and the presentation, awareness and understanding of our active product portfolio
• Drive customer centricity and growth of existing account base through proactive customer service and customer satisfaction
• Utilize analytical skills to drive process improvements and customer focus throughout Supply Chain
• Place outbound calls to new and existing accounts identifying opportunities, decision maker(s) and related customer service needs
• Passionately drive process excellence visibility and awareness across supply chain
• Balances cost and service in the best interest of both customer and company
• Prospect for increased volume and generating new leads and helping close new business at new and existing customers
• Proactively review buying patterns of customers to understand demand spikes up or down and obtaining market intelligence that can be shared through the organization
• Analyzing customer erosion data to allow us to maintain or secure new orders

Contact Representative Customer Service Representative Trainee Ictap Temp Resume Examples & Samples

• Your Résumé
• The Occupational Questionnaire
• Additional Required Documents (see Required Documents section below)
• To begin, click to create a USAJOBS account or log into your existing account. Follow the prompts to select your USAJOBS resume and/or other supporting documents to upload your documents and complete the occupational questionnaire
• Click the Submit My Answers button to submit your application package
• It is your responsibility to ensure your responses and appropriate documentation is submitted prior to the closing date
• To verify your application is complete, log into your USAJOBS account, select the Application Status link and then select the More Information link for this position. The Details page will display the status of your application, the documentation received and processed, and any correspondence the agency has sent related to this application
• 1) Qualified Category - Candidates who meet the Minimum Qualification Requirements
• 2) Well Qualified Category - Candidates who meet the Minimum Qualification Requirements and demonstrate a satisfactory level of the knowledge, skills, and abilities necessary to perform the duties of the position
• 3) Best Qualified Category - Candidates who meet the Minimum Qualification Requirements and demonstrate a high level of the knowledge, skills, and abilities necessary to perform the duties of the position
• Proof of eligibility with your application to receive selection priority. Such proof may include a copy of your written notification of ICTAP eligibility or a copy of your separation Notice of Personnel Action, (SF-50); and
• Proof of your most recent performance rating of at least "fully successful" (Level III) or equivalent
• Follow developed procedures pertinent to the effective and efficient operations of Customer Service, develops new procedures as necessary
• Monitor programs and procedures to ensure on-time delivery to meet customer expectations, while maintaining in-depth knowledge of the Company’s systems and processes and participates in the development of same
• Act as resource in resolving customer issues by utilizing excellent company process knowledge and strong skills in negotiating and selling
• Develop a thorough knowledge of all Enterprise products and their functionality and utilize such knowledge to service internal and external customers, business partners, and sales organization
• Report and manage daily sales/production reports and metrics; -
• Perform various functions involving order management such as handling inbound/outbound calls from and to customers, business partners, and the sales organizations regarding; order entry, order confirmations, orders acknowledgements, order change notifications, and website inquiries, among other incidental tasks and duties
• Provide sales lead information to appropriate sales representative and follow-up as appropriate; - New responsibility
• After assisting the customers’ initial need, probe for additional sales opportunities and refer to other sales representatives, as may be appropriate; New responsibility
• Support and participate in overall business development activities of company
• Develop, update and improve communication methods and tools
• 2+ years in a business environment
• Ability to work in a dynamic, flexible environment where priorities are continually changing
• Computer proficiency with the Microsoft Office suite of products (especially Excel/Word) and web-based applications
• Demonstrated ability to handle multiple PC applications
• Ability to interact with the customer in a helpful and friendly manner and to understand customer needs
• Ability to work well in a team environment
• Ability to set priorities and manage time in a dynamic work environment
• Good problem solving, analytical and math skills
• Must be able to work West Coast hours of 10am-7pm EST if needed
• Customer Order Management via emails, over the phone, face to face and system interfaces
• Respond to the problems of the customer promptly and effectively ensuring order opportunities are maximized
• Maintain records of interactions with the customers in an orderly manner as required
• Coordinate with internal and external teams to find solutions and resolve issues
• Maintain a follow up with the customer, ensuring customer satisfaction

Senior Representative, Customer Service, SCM Resume Examples & Samples

• Demonstrate excellent customer engagement behavior as measured by 360 customer survey
• Accurately execute the OTC process with no errors
• Engage in Sales and Operations Planning Meetings
• Provide suggested solutions in case of operational interruptions and approve or escalate solution to Section Manager
• Identify continuous improvements in end-to-end process
• Coach and train fellow customer service colleagues
• Monitoring and review work progress, accuracy and timeliness of selected team members
• Monitoring and follow up the overdue payments Escalate to Sales and Business Development Manager for >5 days
• Check in SAP that invoices are closed by appointed 3PL’s and escalate to Finance for their accrual process
• Assist for the system related order process until closing for designated customers
• Assist in managing and monitoring master data for customers in the system and resolve customer and order data Quality related matters in the system
• Partly responsible for Customer Satisfaction (NPS)
• Responsible for system related to monitor rebate contracts according to agreements
• Comply with safety and sustainability requirements and highlight issues to stakeholders
• Bachelor’s Degree from an accredited university in Operations Management or Supply Chain Management or Logistics or Business Administrative
• Other education qualification shall possess min 3-5years in customer service, and order fulfillment preferably in INS region
• Also possess good knowledge of petrochemical industry and its related shipping and logistic arrangement
• SAP Power User else solid working knowledge of SAP including troubleshooting
• Exposure to SAP SD & LE modules
• Commodity Trading Background preferred
• LC Documentation knowledge
• Hands on experience of Order Management & Fulfillment

Related Job Titles

• Customer service resume examples

Customer service Resume examples

72 Customer service resume examples found

All examples are written by certified resume experts, and free for personal use. Copy any of the Customer service resume examples to your own resume, or use one of our free downloadable Word templates. We recommend using these Customer service resume examples as inspiration only, while creating your own resume.

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Customer service representative

Advised customers on products, services, and current promotions, by identifying and recommending appropriate products and services based on their needs and preferences.

• Cut back on complaints 40% by initiating new call script to meet customers’ most urgent needs.
• Created and maintained customer loyalty through excellent customer interactions.
• Engaged with customers to provide a positive customer experience, by answering questions and resolving complex customer inquiries.
• Welcomed new customers and transferred warm leads to sales department.
• Participated in on-going training and development.
• Leveraged excellent communication and public speaking skills to de-escalate issues and provide high-level customer service experiences.

Customer service associate

Drives rapid, accurate customer service delivery processes for high-volume retail environment. Assists managers and other customer service associates to proactively solve issues. Takes customer orders when possible to alleviate strain on other staff members.

• Developed process for inventory cataloging system that saved 50% on processing time of new inventory.
• Communicates with customers to create great service environment, answering client questions and handling inbound communication calls.
• Exhibits perseverance and ability to overcome unanticipated obstacles.

Front desk receptionist

Performed clerical duties for a prestigious law firm.

• Answered phone calls and provided clear and straightforward information to callers.
• Transferred phone calls to attorneys, paralegals, and medical clerks.
• Created and labeled spreadsheets that contained information pertaining to schedules and meetings.
• Maintained a cordial disposition when greeting both clients and staff.
• Distributed letters and packages delivered to office to the proper recipients.
• Organized, cleaned, and maintained receptionist area.
• Participated in staff meetings and kept records of minutes.
• Issued name badges to law firm visitors.
• Wrote memos for attorneys and paralegals to be distributed via email.

Medical receptionist

Supervised day-to-day operations of the office and front office staff including scheduling, reception, insurance authorization, and verification. Secured authorizations for chemotherapy regimens and outside procedures.

• Worked with healthcare providers and patients to fulfill service needs; Insurance benefits verification, eligibility, and payment processing; Processed health claims, responded to denials and outstanding claims.
• Reviewed cost estimation with patients and assists by securing foundation or co-pay assistance.
• Oversaw administrative duties such as answering calls, scheduling appointments, processing payments, and filing documents while maintaining HIPAA standards.
• Continuously demonstrated a top-performing team of office managers by recruiting and training.
• Handled all onboarding tasks for new employees, ensuring employment laws and guidelines were followed.

Call center

Call center representative

Performed call center duties for an internet and phone service company.

• Answered approximately 30+ customer calls and online inquiries in a calm, courteous, and professional manner.
• Managed workspace with the most up to date technology in headsets, microphones, laptops, and computer software such as Zoom and Skype.
• Kept and updated a secure and well-organized spreadsheet with confidential information regarding customer addresses, phone numbers, and credit card numbers.
• Addressed non-English speaking customers in their native languages.
• Discussed internet and telephone service issues with customers pertaining to billing, connectivity, and power outages.
• Reported to supervisor any difficulties in dealing with customers.

Call center agent

Complex role requiring strong communication and crisis management skills to deliver impeccable service to customers.

• Managed incoming and outgoing calls from the center to keep customers informed on latest product offerings and updates.
• Provided remote assistance to clients to help them navigate the company website and new products.
• Collaborated with other team leads within the department to improve customer service policies and quality.
• Oversaw onboarding processes for new hires and ensured adherence to established standards.

IT help desk technician

Provided superior customer support & service to Comcast’s WiFi customers by answering a full range of customer requests, inquiries, and complaints relating to WiFi services and general inquiries. Answered incoming calls and provide helpdesk support to resolve issues on the server-side and client-side using Retain Helpdesk tool.

• Resolved customer technical issues to ensure all issues are closed in time with the right resolution and highest customer satisfaction.
• Diffused escalated customer situations while setting accurate expectations for issue resolution.
• Documented problems including detection information, diagnostic results, and repair information by utilizing the trouble ticketing system.
• Managed the overall customer call queue to ensure timely response to incoming customer calls.
• Opened tickets and maintained documentation to track tickets through resolution.
• Provided coaching, training new employees on call center operations, troubleshooting techniques, and collaborated on calls with new hires.

Provided remote technical support and assistance to clients/customers across the country. Responded to queries by email, phone, and chat, offering assistance on configuration, delivery, maintenance, and troubleshooting various computer systems, software, hardware, and other technical components.

• Utilized standard help desk procedures and processes to document and resolve technical issues for end-user requests.
• Assisted with user access, creation, editing, and troubleshooting in Google Workspace and Active Directory.
• Provided expertise to maintain and support various IT systems while adhering to company and department strategies and standards.
• Troubleshot hardware and software problems and made recommendations for upgrades and configurations implementation.
• Tasked with designing and maintaining Document Libraries, SharePoint sites, workflows, and Google applications in support of business practices.

Customer service manager

Brought excellent customer service to customers by meeting standards for service delivery. Ensured all front-end policies and procedures are followed, including compliance with rules and regulations. Coordinated logistics for truck deliveries, manage financial processes.

• Reduced staff attrition 80% by designing and executing new on-boarding and training curriculum.
• Improved store service rating from 3 to 5 stars in a year by implementing strict service standards among staff and incentivizing better performance and maintenance.
• Achieved KPI’s and managed team performances to help them meet their KPI’s.
• Managed and executed Shrink and Safety programs.

Worked as a customer relations manager for a mid-sized chain retail store.

• Supervised and trained 60-70 junior employees.
• Responsible for interviewing and hiring new talent to represent the store brand.
• Greeted and interacted with customers while monitoring the store.
• Handled issues relating to customer dissatisfaction and strived to improve upon common complaints.
• Investigated faulty products and took measures to ensure that quality goods were stocked on the shelves.
• Implemented an efficient budgeting system to eliminate unnecessary expenses and improve resource utilization.
• Store maintained a steady increase in sales growth by 40% over an 8-year period under my supervision.
• Represented the store brand at national conferences.

Objectives and summaries

Summary examples.

Versatile customer service representative with proven experience delivering service standards to high-level customer accounts. Strong communicator who builds client trust with persuasive language and unwavering customer support attitude.

Enthusiastic and adaptable professional receptionist with exceptional multitasking abilities and writing skills. Works well as part of a team and communicates promptly and thoroughly with staff and customers. Keeps a tight schedule and manages time in an organized and attentive manner.

Versatile service representative with proven experience in fast-paced call center environments. Strong communicator who builds client trust with persuasive language and unwavering customer support attitude. Brings talent as a record-breaking service provider with 99% positive customer feedback rate.

High-energy and dedicated IT Help Desk Technician with 2 years of experience assisting colleagues in analyzing and problem-solving technical issues with workable solutions. Forward-thinking and team-oriented with a proven history of thinking strategically and initiating action to meet deadlines. Recognized by management and colleagues as an individual who takes on challenges and new responsibilities, and gets things done right.

Exceptional multi-tasking professional with 11 years of experience in managing auto service staff.  Firm and empathetic when interacting with customers and subordinates. Dedicated to providing quality service to customers that adheres to the highest standards. A team-player who ensures that tasks are completed carefully and efficiently.

Objective examples

Experienced customer service representative with transferrable skills to the sales industry, leveraging excellent communication skills and persistence. Demonstrated ability to provide above-and-beyond customer service and increase secondary sales transactions by 25%.

Reliable and organized receptionist with 6 years of experience performing clerical duties in search of job position where skills in providing exceptional customer care can be utilized.

Experienced call center representative seeking employment in the sales industry, transferring skills in customer service and managing multiple accounts on a continuing basis. Demonstrated ability to exceed company sales goals and maintain a customer satisfaction rate of 99%.

Dependable and solution-focused professional with 4 years of experience in providing technical assistance to clients worldwide while guiding and resolving issues patiently and promptly. Passionate IT Help desk technician with a proven history in delivering high-quality customer experience with an ability to thrive in a dynamic, fast-paced environment available to work during weekends as well as holidays.

Organized and highly motivated professional with 8 years of experience in managing office staff is looking for a position with a small company where budgeting and cost-benefit analysis skills are essential.

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Resume Worded   |  Proven Resume Examples

• Resume Examples
• Administrative Resumes
• Customer Service Resume Guide & Examples

Customer Service Specialist Resume Examples: Proven To Get You Hired In 2024

Jump to a template:

• Customer Service Specialist
• Customer Support Associate
• Client Service Representative

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• Customer Service Specialist Resume Tips

Customer Service Specialist Resume Template

Download in google doc, word or pdf for free. designed to pass resume screening software in 2022., customer service specialist resume sample.

A customer service specialist is in charge of handling any customer queries and resolving any issues they may face in a timely manner. This may be in person, over the phone, or via email. To succeed you must be an excellent communicator and problem solver. Recruiters will be looking to see customer service experience. While a degree is not always necessary, any related degree or certification will greatly benefit your application and resume.

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Recruiter Insight: Why this resume works in 2022

Tips to help you write your customer service specialist resume in 2024,    include all industry-standard tools in your skills section..

You need to show that you are experienced in using basic customer service tools. So make sure your tools list reflects this. Go a step further by finding out the tools of your company of choice and ensure you include those in your resume when applying to that company.

   Work on getting customer service certification.

Get a leg up on the competition by getting customer service certification. It will show your dedication to the profession and also indicate a strong skill set to recruiters.

Customer Support Associate Resume Sample

Client service representative resume sample.

We spoke with hiring managers at top companies like Amazon, Apple, and Walmart to understand what they look for in customer service specialist resumes. The following tips incorporate their advice and will help your resume stand out. Whether you're an experienced professional or just starting your career, these tips will guide you in crafting a compelling resume that showcases your skills and accomplishments.

   Highlight your communication skills

Effective communication is essential for customer service specialists. Showcase your ability to communicate clearly and empathetically with customers.

• Resolved an average of 50 customer inquiries per day via phone, email, and chat, maintaining a 95% customer satisfaction rating
• Collaborated with cross-functional teams to implement a new customer feedback system, resulting in a 20% increase in positive reviews

Avoid generic statements that don't demonstrate your skills:

• Good communication skills
• Able to handle customer complaints

   Emphasize problem-solving abilities

Hiring managers look for candidates who can efficiently solve customer problems. Provide examples of how you identified and resolved complex issues.

• Investigated and resolved a recurring technical issue affecting 500+ customers, reducing support tickets by 30%
• Developed a troubleshooting guide for common customer issues, which reduced average call handling time by 2 minutes

Instead of simply stating you have problem-solving skills, demonstrate your impact with specific examples.

   Quantify your achievements

Use numbers and metrics to showcase your accomplishments and make your resume more impactful.

• Maintained a 98% customer satisfaction rating while handling an average of 60 calls per day
• Achieved a first call resolution rate of 85%, exceeding the company target by 10%

Avoid vague statements that don't quantify your impact:

• Handled customer calls efficiently
• Resolved customer complaints

   Tailor your resume to the job description

Customize your resume to align with the specific requirements of the job you're applying for. This shows the hiring manager that you're a strong fit for the role.

Customer Service Specialist with 5+ years of experience in the telecommunications industry. Skilled in handling high-volume call centers, resolving complex technical issues, and maintaining high customer satisfaction ratings. Seeking to leverage my expertise to contribute to XYZ Company's mission of providing exceptional customer support.

Avoid using a generic resume summary that doesn't highlight your relevant skills and experience.

   Showcase your technical skills

Many customer service roles require proficiency in specific software or tools. Include your technical skills and experience to demonstrate your qualifications.

• Proficient in Zendesk, Salesforce, and Intercom customer support platforms
• Skilled in using Asana and Trello for project management and collaboration

Don't simply list technical skills without context. Provide examples of how you've used them to benefit your previous employers.

   Highlight your industry experience

If you have experience in the industry you're applying to, make sure to emphasize it in your resume. This shows the hiring manager that you understand the unique challenges and requirements of the industry.

Customer Service Specialist with 3+ years of experience in the e-commerce industry. Skilled in handling online order inquiries, processing returns and exchanges, and providing personalized product recommendations to increase customer loyalty and sales.

Avoid focusing on irrelevant experience that doesn't showcase your industry-specific knowledge and skills.

Writing Your Customer Service Specialist Resume: Section By Section

  summary.

A resume summary, also known as a professional summary or summary statement, is a short paragraph at the top of your resume that highlights your most relevant skills, experiences, and achievements. While a summary is optional, it can be a valuable addition to your resume if you have extensive experience, are changing careers, or want to emphasize specific qualifications that may not be immediately apparent from your work history alone.

When writing a summary for a Customer Service Specialist resume, focus on your customer service skills, problem-solving abilities, and any relevant achievements or certifications. Tailor your summary to the specific job you're applying for by using keywords from the job description and showcasing how your qualifications align with the company's needs.

Avoid using an objective statement, as they are outdated and focus more on what you want rather than what you can offer the employer. Instead, use your summary to grab the hiring manager's attention and convince them to read the rest of your resume.

To learn how to write an effective resume summary for your Customer Service Specialist resume, or figure out if you need one, please read Customer Service Specialist Resume Summary Examples , or Customer Service Specialist Resume Objective Examples .

1. Highlight your customer service skills

When crafting your Customer Service Specialist resume summary, emphasize the key skills that make you an excellent candidate for the role. Focus on skills such as:

• Communication
• Problem-solving
• Time management

Avoid simply listing these skills; instead, provide examples of how you've demonstrated them in your previous roles. For instance:

Customer-focused professional with 5+ years of experience in resolving complex issues and enhancing customer satisfaction. Skilled in active listening, empathy, and clear communication to ensure customer needs are met efficiently.

This example showcases the candidate's relevant skills while providing context for their experience. On the other hand, here's an example of what not to do:

Hardworking and dedicated employee with excellent customer service skills. Proven track record of success in fast-paced environments.

This summary is generic, lacks specific examples, and uses cliched phrases like "hardworking" and "proven track record," which don't provide meaningful information to the employer.

2. Quantify your achievements

To make your Customer Service Specialist resume summary more impactful, include quantifiable achievements that demonstrate the value you've brought to previous employers. This could include metrics such as:

• Customer satisfaction rates
• Average call handling time
• Number of customer issues resolved
• Percentage of customer retention

For example:

Experienced Customer Service Specialist with a track record of maintaining a 95% customer satisfaction rate and resolving an average of 50 customer inquiries per day. Skilled in de-escalating tense situations and finding creative solutions to complex problems.

By quantifying your achievements, you provide concrete evidence of your abilities and make your summary more compelling to hiring managers. Avoid making vague statements without supporting data, like:

Customer Service Specialist with a history of exceeding expectations and providing top-notch service to customers.

While this summary mentions the candidate's success, it lacks specific, quantifiable achievements that would give the hiring manager a clearer picture of their capabilities.

  Experience

The work experience section is one of the most important parts of a customer service specialist resume. It's where you highlight your relevant experience and accomplishments to show hiring managers you have the skills to excel in the role.

In this section, we'll cover key tips to make your work experience section stand out. By following these tips, you'll be able to effectively showcase your customer service expertise and increase your chances of landing an interview.

1. Use strong, relevant action verbs

When describing your work experience, use strong action verbs that are relevant to customer service roles. This helps hiring managers quickly understand the impact you made in your previous positions. Consider verbs like:

• Resolved customer complaints and inquiries
• Collaborated with cross-functional teams to improve customer satisfaction
• Trained and mentored new customer service representatives
• Implemented process improvements to streamline customer support

Avoid generic or weak verbs like "handled" or "assisted." Instead, choose powerful verbs that demonstrate your ability to take action and drive results.

2. Highlight your customer service achievements with metrics

Whenever possible, quantify your achievements using metrics. This helps hiring managers understand the scope and impact of your work. For example:

• Maintained a 95% customer satisfaction rating by promptly addressing customer concerns and offering personalized solutions
• Reduced average call handle time by 20% through effective troubleshooting and communication skills

If you don't have access to specific metrics, you can still use numbers to showcase your accomplishments:

• Handled an average of 50+ customer inquiries per day via phone, email, and live chat
• Resolved 90% of customer issues on the first contact, minimizing the need for escalations

3. Showcase your career growth and promotions

If you've been promoted or taken on additional responsibilities in your previous roles, make sure to highlight this in your work experience section. This demonstrates your ability to grow and excel within an organization. For example:

Customer Service Representative, XYZ Company Promoted to Senior Customer Service Representative after consistently exceeding performance targets and demonstrating strong leadership skills.

However, avoid exaggerating your achievements or responsibilities:

Customer Service Representative, ABC Company Single-handedly transformed the entire customer service department and increased revenue by 200% in just 3 months.

4. Highlight relevant tools and technologies

In the customer service field, it's important to showcase your proficiency with relevant tools and technologies. This could include:

• Customer Relationship Management (CRM) software like Salesforce or Zendesk
• Helpdesk and ticketing systems like Freshdesk or Jira
• Communication tools like Slack or Microsoft Teams
• Social media platforms for customer support

Mentioning your experience with these tools demonstrates your technical skills and ability to adapt to different systems. However, avoid listing every tool you've ever used. Focus on the ones that are most relevant to the job you're applying for.

  Education

Your education section is a key part of your customer service specialist resume. It shows hiring managers that you have the knowledge and training to excel in the role. In this section, list your degrees, certifications, and relevant coursework.

Here are some tips to make your education section stand out:

1. Put your education section in the right spot

Where you place your education section depends on your level of experience:

• If you are a recent graduate or have limited work experience, put your education section above your work experience. This highlights your most relevant qualifications first.
• If you have several years of customer service experience, put your education below your work experience. Your work history is more important in this case.

2. List degrees, majors and institutions

For each degree, include:

• Type of degree (Associate's, Bachelor's, etc.)
• Major or field of study
• Name of institution
• City and state of institution
• Graduation year, if within the last 10 years

Here is an example:

• Bachelor of Arts in Communication, University of California, Los Angeles, CA, 2018

3. Add relevant coursework and training

If you are a recent graduate or your degree is highly relevant to customer service, you can list relevant coursework, projects or training. This shows you have specific skills for the job.

Good examples:

• Relevant Coursework: Interpersonal Communication, Conflict Resolution, Business Writing
• Customer Service Training Program, Company XYZ, 2019

However, don't list basic coursework that is not directly related, like this:

• Courses: Biology 101, World History, Calculus

4. Keep it short if you are experienced

If you are a seasoned customer service specialist, your education section can be very brief. Hiring managers will be more interested in your work accomplishments.

Poor example:

Bachelor of Science in Business Administration Georgetown University, Washington, DC Graduated: May 2005 GPA: 3.6 Relevant Coursework: Marketing, Accounting, Business Law, Economics, Statistics

Much better:

B.S. Business Administration, Georgetown University

  Skills

The skills section of your resume is a critical component that showcases your abilities and qualifications to potential employers. As a customer service specialist, it's essential to highlight the skills that are most relevant to the position you're applying for. In this section, we'll provide you with tips on how to craft a compelling skills section that will catch the attention of hiring managers and help you stand out from other candidates.

1. Tailor your skills to the job description

When applying for a customer service specialist position, it's crucial to tailor your skills section to the specific job requirements. Review the job description carefully and identify the key skills and qualifications that the employer is looking for.

For example, if the job description emphasizes problem-solving and communication skills, make sure to highlight these in your skills section:

Active listening Conflict resolution Empathy Patience Adaptability

By aligning your skills with the job requirements, you demonstrate to the employer that you have the necessary qualifications for the role.

2. Categorize your skills

Grouping your skills into categories can make your skills section more organized and easier to read. Consider using categories such as:

• Customer Service : Complaint resolution, customer needs assessment, upselling
• Communication : Active listening, written communication, presentation skills
• Technical : CRM software, help desk systems, live chat support

By categorizing your skills, you help the hiring manager quickly identify the areas where you excel and how you can contribute to the company's success.

3. Use industry-specific terminology

Incorporating industry-specific terminology in your skills section demonstrates your familiarity with the customer service field and your ability to communicate effectively with colleagues and customers. However, be cautious not to overuse jargon or acronyms that may be unfamiliar to some readers.

Examples of industry-specific terms for a customer service specialist might include:

Customer retention Churn rate reduction First call resolution (FCR) Average handle time (AHT) Net Promoter Score (NPS)

By using these terms strategically, you showcase your industry knowledge and demonstrate your ability to thrive in a customer service role.

4. Quantify your skills

Whenever possible, quantify your skills using metrics or specific achievements. This helps employers better understand the impact you've made in previous roles and how you can contribute to their organization.

For example, instead of simply listing 'customer satisfaction' as a skill, you could write:

Achieved 95% customer satisfaction rating through proactive problem-solving and personalized support

Quantifying your skills provides concrete evidence of your abilities and helps you stand out from other candidates who may have similar qualifications.

Skills For Customer Service Specialist Resumes

Here are examples of popular skills from Customer Service Specialist job descriptions that you can include on your resume.

• Transportation
• Customer Experience
• Customer Service Management
• Project Management
• International Logistics
• Social Media

Skills Word Cloud For Customer Service Specialist Resumes

This word cloud highlights the important keywords that appear on Customer Service Specialist job descriptions and resumes. The bigger the word, the more frequently it appears on job postings, and the more likely you should include it in your resume.

How to use these skills?

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Customer Service Specialist Resumes

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Customer Service Representative Resume .Docx (Word)

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An experienced customer support that has an excellent communication skills to work with the clients queries and complaints.

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A Customer Service Representative interacts with customers, whether it's by answering questions or providing information about products and services. Learning how to showcase your unique job description on your resume can help distinguish you from other candidates. Consider using resume samples, such as the one below, to help you create a document that best highlights your qualifications.

Here's how to write an effective header for your customer service resume: 1. Put your name on the first line. Your name should be the most prominent element in your header, as it's the primary identifier on your resume. Make sure it stands out by using a larger font size than the rest of your contact details.

Use our customer service resume examples as a reference when writing your own resume to land more interviews. Also make sure to pair your resume with a well-written customer service representative cover letter to maximize your chances of landing a job. April 15, 2024. Entry Level Customer Service Professional. 4.7.

Senior Customer Service Representative Resume. Summary : Senior Customer Service Representative with over 9 years of experience. Excels in fast-paced, changing work environments. Self motivated, hard working and flexible scheduling. Quick study for new products, services and policies. Endeavors to conform to and exceed the standards set by ...

26 Customer Service Resume. Examples for 2024. Stephen Greet March 27, 2024. As the face of the organization, the customer service team is instrumental in building and maintaining a business's reputation. To be a successful customer service professional, you must have a wide-ranging skillset—patience, empathy, critical thinking, and ...

Example 2 - Entry-Level. 3. Include customer service representative-related education and certifications. Although your hands-on customer service experience will always be the focal point of your resume, acquiring additional certifications online can help strengthen your job application.

Use the professional customer service representative resume template provided above for an effective presentation. Showcase your accomplishments as a customer service rep in all the resume sections. Identify key customer service skills by carefully reviewing job descriptions for relevant positions.

2. Highlight your relevant skills and traits. In your customer service representative summary, emphasize the skills and personality traits that make you well-suited for a role interacting with and assisting customers. Focus on soft skills like communication, empathy, patience, and conflict resolution.

Edit This Resume. Good customer service representatives are an integral part of any business — defining a company's image, customer loyalty, customer-business interactions and much more. And the aim of this customer service resume example and writing guide is to help you project an image that you are that very person, someone who will ...

There's a simple formula to use when you're writing a resume summary or a resume introduction. It goes like this: Adjective + Job Title + Years of Experience + Achievements + Skills + What You Want to Do for the Employer. 7. Attach a Cover Letter to Your Customer Service Resume.

Two Examples of different career summaries: Summary Example 1. 'Energetic Customer Service Representative with three years' work tenure in resolving complex customer inquiries. Passionate about building sustainable customer relationships, driving brand loyalty, and increasing customer engagement.'.

Customer service representative example (text version) MILO SIMS. Chicago, IL 60078. (555) 555-5555. [email protected] . Summary Statement. Personable customer service representative committed to providing high-quality service and superior guest experiences.

Guide the recruiter to the conclusion that you are the best candidate for the customer services representative job. It's actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Implement/Execute agreed customer service framework with Customers Customer negotiation on Collection terms. Perform Cash Collection and Customer deductions and dispute management. Provide visibility to the most current balances to be used by credit, collections, billing, and disputes. Assist in avoiding customer disputes and miscommunication.

Why this example passes: Numbers and statistics add detail and quantify the results this customer service representatives delivers: 4% improvement and a class size of 20-25. Good use of strong words and active language. References specialized value cahier provides with "individualized lesson plans.".

Customer Service Rep Resume Examples & Samples. Able to work 12pm-9pm shift. The Customer Representative is required to handle calls from the China market hence the ability to speak Cantonese and Mandarin is essential. Team orientet. Successful completion of all corporate training in a timely manner.

Assoc Customer Service Representative Resume Examples & Samples. 85% - Inbound Queries: Scheduling, re-scheduling, and canceling exams for candidates as well as responding to and answering their questions and concerns through calls, chats or e-emails. 5% - Other Duties/Project Assistance as assigned.

Bogan Inc. present. Customer Service - Provide 24 hours support to customers and communicate customer's feedback, complains and concerns to SBUs in order to promote customer service satisfaction. Serve as the single point of contact for all inquiries related to the order-to-cash process. Shipment Scheduling - Process new orders in the ...

Resume Examples Objectives and summaries Templates Create your resume. 72 Customer service resume examples found. All examples are written by certified resume experts, and free for personal use. Copy any of the Customer service resume examples to your own resume, or use one of our free downloadable Word templates.

A customer service specialist is in charge of handling any customer queries and resolving any issues they may face in a timely manner. This may be in person, over the phone, or via email. To succeed you must be an excellent communicator and problem solver. Recruiters will be looking to see customer service experience.

Customer Service Representative Resume .Docx (Word) Click for preview. 2 Reviews. Download.

Free Customer Service Manager Resume Word Download. This is a neat and detailed resume outline that focuses equal attention on the 3 major points- career summary, areas of expertise that will offer a good view of the candidate's worth as well as professional experience. career-advice.monster.com. Download Now.

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Education System in Nepal: Structure, Challenges and Solutions

Article 12 Feb 2023 21102 0

Education is a critical aspect of human development and progress, and it is no different in the case of Nepal. With a rich history and cultural heritage, Nepal is a fascinating country with a diverse population. The education system in Nepal has undergone significant changes and developments over the years, and this article aims to provide an in-depth analysis of the current state of education in Nepal.

Overview of the Education System in Nepal:

The education system in Nepal is governed by the Ministry of Education, Science, and Technology, and it is structured into primary, secondary, and higher education. The education system in Nepal is free and compulsory for children aged 5 to 16 years. The Nepalese government has made significant efforts to improve access to education, particularly in rural and remote areas, and the results have been encouraging.

Historical Background and Evolution of Education in Nepal:

The history of education in Nepal can be traced back to ancient times when the Gurukula system was prevalent. This traditional system of education was based on apprenticeship, where students would live with their teachers and learn various subjects, including religion, philosophy, and practical skills. As Nepal opened to the influence of other countries, including Britain, the education system underwent significant changes, and modern schools were introduced. As the country has maintained its sovereignty throughout history.

During the Rana dynasty (1846-1951), the education system in Nepal was confined to the ruling class, and the majority of the population was illiterate. It wasn't until the 1950s, after the fall of the Rana dynasty and the introduction of democratic governance, that the education system in Nepal began to expand. During this period, the Nepalese government made efforts to improve access to education and to provide education to all sections of the population. The education system in Nepal was further expanded in the 1960s when the government introduced a policy of compulsory education, making primary education free and compulsory for all children.

Over the next few decades, the education system in Nepal continued to evolve and expand. In the 1980s, the government introduced a policy of extending free education to the secondary level, and in the 1990s, the government established a number of universities, which helped to expand access to higher education in Nepal.

Structure of the Education System in Nepal:

Primary Education: Primary education in Nepal is mandatory for children aged 5 to 11 years, and it lasts for six years. The primary education curriculum covers subjects such as Nepali, mathematics, science, and social studies.

Secondary Education: Secondary education in Nepal lasts for five years and is divided into two stages, lower secondary and upper secondary. The lower secondary stage lasts for three years, while the upper secondary stage lasts for two years. The curriculum at the secondary level includes subjects such as Nepali, mathematics, science, and social studies, as well as elective subjects such as arts, music, and physical education.

Higher Education: Higher education in Nepal includes colleges and universities, and it is optional for students who have completed their secondary education. The higher education system in Nepal offers a wide range of programs, including bachelor's degrees in arts, science, and commerce, as well as master's and PhD programs.

Current State of Education in Nepal:

The current state of education in Nepal is a mixed picture, with both positive developments and ongoing challenges. On the one hand, there has been significant progress in increasing access to education and improving the quality of education in Nepal in recent years. On the other hand, there are still significant disparities in access to education and in the quality of education, particularly in rural areas and for children from disadvantaged backgrounds.

• Enrollment and Literacy Rates: The enrollment rate in primary education in Nepal has increased in recent years, reaching 85% in 2019, according to the World Bank. Additionally, the literacy rate in Nepal has increased from 65% in 2015 to 72% in 2019.
• Access to Education: The Nepalese government has made significant efforts to increase access to education, particularly in rural areas. Programs such as the Community Schools Program have successfully enrolled over 50,000 students from underprivileged backgrounds.
• Quality of Education: Despite progress in increasing access to education, the quality of education remains a concern. Many schools lack basic infrastructure and qualified teachers, and the quality of education received by students in rural areas is often lower than that received by urban students.
• Teacher Training and Availability: The Nepalese government has made efforts to improve teacher training and increase the availability of qualified teachers, particularly in rural areas. However, there is still a shortage of qualified teachers in many areas, and many teachers remain inadequately trained.
• Gender Disparities: Despite progress in increasing access to education for girls in Nepal, significant disparities remain. Girls are still less likely to attend school and to complete their education than boys, particularly in rural areas.

Challenges Faced by the Education System in Nepal:

Despite the progress made in recent years, the education system in Nepal still faces several challenges. One of the biggest challenges is the lack of resources, particularly in rural and remote areas, where infrastructure and facilities are limited. Another challenge is the quality of education, which is often poor, and teacher training and development are also lacking. Furthermore, there are significant disparities in access to education between urban and rural areas, and between different socio-economic groups.

Some of the major challenges facing the education system in Nepal include:

• Low Enrollment and Attendance Rates: Despite the introduction of compulsory education, many children in Nepal, especially in rural areas, do not attend school. According to the latest data from the World Bank, the net enrollment rate in primary education in Nepal was only 85% in 2019. Additionally, many children who do enroll in school drop out before completing their education.
• Poor Quality of Education: The quality of education in Nepal remains a major concern. Many schools lack basic infrastructure, such as toilets and drinking water facilities, and the teacher-student ratio is often high, leading to overcrowded classrooms and inadequate attention for individual students. Additionally, many teachers in Nepal are poorly trained, and there is a shortage of qualified teachers in many rural areas.
• Lack of Resources: The Nepalese government faces significant challenges in providing sufficient resources for the education system. The government budget allocation for education remains low, and many schools lack adequate funding for basic supplies and infrastructure. This has a negative impact on the quality of education and student outcomes.
• Inequality: Despite the government's efforts to provide education to all sections of the population, significant disparities remain in access to education and in the quality of education. Children from disadvantaged backgrounds, including those from low-income families and from rural areas, face significant barriers to accessing education, and the quality of education they receive is often lower than that of their urban peers.
• Political Instability: Political instability and frequent changes in government have had a negative impact on the education system in Nepal. This has led to a lack of consistency in policy and has hindered the government's ability to effectively implement reforms and initiatives aimed at improving the education system.

Government Initiatives and Policies to Improve the Education System:

The Nepalese government has taken various initiatives and implemented policies to improve the education system in Nepal. One of the most successful government-led initiatives is the Community Schools Program, which has enrolled over 50,000 students from underprivileged backgrounds. The program provides free education, as well as other resources such as textbooks, uniforms, and meals to students in rural areas where access to education is limited. The program has been instrumental in increasing enrollment and reducing dropout rates, and it serves as a model for other initiatives aimed at improving access to education in Nepal.

Another initiative that has been introduced in recent years is the implementation of digital classrooms in some schools in Nepal. This has not only improved the quality of education by providing students with access to digital resources and educational technology, but it has also helped to reduce the burden on teachers, who are now able to use digital tools to enhance their teaching methods.

Despite these efforts, the education system in Nepal still faces a number of challenges. One of the major challenges is the shortage of trained and qualified teachers. Many schools in rural areas lack trained teachers, which leads to low-quality education and high dropout rates. In addition, the lack of adequate infrastructure and facilities in many schools is another challenge, as this makes it difficult for students to receive a proper education.

Another challenge facing the education system in Nepal is the lack of funding and resources. The government has limited resources to invest in education, and this has resulted in a lack of investment in infrastructure, teacher training, and other resources necessary to provide quality education to students. As a result, many schools in Nepal are under-resourced and are unable to provide students with the education they need to succeed.

Despite these challenges, the future prospects for the education system in Nepal are positive. The Nepalese government has demonstrated a commitment to improving the education system, and it has taken a number of important steps towards achieving this goal. Additionally, international organizations and non-governmental organizations have been providing support and resources to help the Nepalese government achieve its goals.

Recommendations

Given the challenges faced by the education system in Nepal, it is clear that a comprehensive approach is needed to address these issues and improve the quality of education in Nepal. Improving the education system in Nepal requires a multi-faceted approach, encompassing investment in education, teacher training and support, promoting gender equality, improving the quality of education, and encouraging private sector involvement. With the right investments and policies, it is possible to build a strong and effective education system in Nepal that will provide all children with access to quality education.

Here are a few recommendations that could help to achieve this goal:

• Increase investment in education: The Nepalese government should increase investment in the education sector, to provide better infrastructure, teacher training and support, and educational materials for students. This will improve the quality of education and increase access to education for all children, especially those in rural areas.
• Address teacher shortages: The Nepalese government should take steps to address the shortage of qualified teachers, particularly in rural areas, by providing teacher training and support programs and increasing incentives for teachers to work in rural areas.
• Promote gender equality: The Nepalese government should take steps to promote gender equality in education, by providing girls with equal access to education and by addressing the social and cultural barriers that prevent girls from attending school and completing their education.
• Improve quality of education: The Nepalese government should work to improve the quality of education by implementing national curriculum standards, ensuring that all schools have adequate resources and infrastructure, and providing regular teacher training and support programs.
• Emphasize early childhood education: The Nepalese government should place a strong emphasis on early childhood education, to provide children with the foundation they need for future academic success and to help break the cycle of poverty.
• Encourage private sector involvement: The Nepalese government should encourage private sector involvement in the education sector, through public-private partnerships and other initiatives, to help provide additional resources and support for education in Nepal.

In conclusion, the education system in Nepal has come a long way since its inception, and it has made significant progress in recent years. However, it still faces a number of challenges, including a shortage of trained teachers, lack of adequate infrastructure and facilities, and lack of funding and resources. The Nepalese government and international organizations have demonstrated a commitment to improving the education system, and with the right resources and support, the future prospects for education in Nepal are bright.

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Student Life Essay in Nepali and English Languages

Hello Dear Students, we are going to share with you the Student Life Essay and the Importance of Student Life Essay in Nepali and English below.

Contents [Shorts]

Short Definitions of Student

Generally, students are called those who are in school, college, and university to fulfill their academic degrees as well as gather the knowledge in the respective field. But it is a narrow definition of a student. Students might be those who are in academic sectors and non-academic sectors to learn sometime new. More preciously, we are always students before die, because we learn many things daily from different sources.

300+ words Student Life Essay in English

Students are those people who study in various educational institutions for the purpose of acquiring education. At the same time, they learn many things and they develop physically and mentally and enjoy their childhood without any worries.

Student life is a very important time for everyone. During this time they learn about life as well as education in school and college. The first task of a student is to study. But most of the students are limited to book knowledge. We need to know book knowledge as well as other external things. A student should take participate in school and community events and programs, read newspapers, do creative work in your spare time, and help your parents with household works that you can.

The house is considered as the first school. So the older members of the family should try to develop good habits, inform them about health and try to remind them in a way that they can understand what to do and what not to do. They are like raw clay. Family members and teachers help them to take the right shape in their life. At the same time, we should also try to keep them away from the company of the wrong friends.

As they get older, they enter college after school. By this time, they have seen and experienced many things. Some students are working and studying, while others are focused only on their studies. Their main goal is to make their life successful by studying well.

Students are considered as the leaders of the future country. So they need to be given proper education, life skills, and training. A good student can go on to do good for society and the country. If we use the student life properly, we can reach the desirable of success soon.

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Student Life Essay in Nepali

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Importance of Student Life

Student life is an important part of every student. Almost in this period, it is decided either rock in life or ruin the life of a student. Besides, it is a time of choosing the right career options.

They started to learn many things from their schools, friends, teachers, parents, society, and even more from the internet. Sometimes they are unable to decide what is good and what is wrong for them. If they get the right guide, they will do well and if wrong, they will do like this. So student life is called raw mud which can be given any style.

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Education system in Nepal – Research Essay

Introduction

In my research essay, I explore the education system in Nepal. I am already aware that the education system in Nepal was based on home schooling and Gurukula, but since they become a democracy in 1951, they have made many improvements. It is my intention to find out what those improvements are.

Methodology

My main methodology will include reading written research on the subject from local libraries, University libraries, and trusted online resources. I will also research and read records and websites relating to trusted statistics. They have school and higher education, where a student has to apply for higher education as people have to in other countries.

A student gets a school-leaving certificate for completing school and getting their education. Grades 11 and 12 are considered higher secondary education, for which a student gets a certificate for completing by the HSEB, which is the Higher Secondary Education Board.

If you opt for higher education, then you may earn your bachelor degree, masters and PhD in a Nepal college. There is also vocational education that starts in lower school and allows a person to work towards a trade and get a “Technical School leaving Certificate”. Research

The first school in Nepal was made only for elite learners and was opened in 1853. More have come about since democracy broke out in Nepal, and again in 1971 when the country built its education department and started allowing and funding schools in Nepal.

In 1971, there was a literacy rate of 5%. There were also a total of 10,000 students spread across 300 schools. Now much of the population receives some sort of education and the number of schools, big and small, is 49,000. The adult literacy rate has jumped from just 5% to 60.3%.

Nepal has done a good job to come so far in such as short space of time, but there is still a long way to go. Poverty and social exclusion are two very big restraints on people and their ability to get a good (or usable) education. There are also more males getting an education than females. There are 46.3% of females getting an education, whereas there are 73% of males getting an education. These are very good figures and show that the government in Nepal has been working towards improving the education system in Nepal. Conclusion

The education system in Nepal is not as bad as it was, but there are still massive holes in their education system. They really need to up the pace if they want to get anywhere near to the quality levels of many other countries.

There are clearly more opportunities for students in Nepal these days than there was, and they have certainly created a good structure on which to build a good education system, but it needs a lot of work. Too many people are excluded from school because of poverty or social exclusion, and females are not getting as good of an education than male students are (especially since fewer females attend school).

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Essay on importance of women education in Nepal in 300 words

IMPORTANCE OF WOMEN EDUCATION IN NEPAL  

What is education.

Education means knowledge and abilities required for the all round development of human beings. It is believed to be the light of knowledge that changes the dark world into the glistering bright one. It is considered the real foundation of personal, social, national, and international development. So it is essential to provide all women with education.

IMPORTANCE AND CHALLENGES OF WOMEN EDUCATION

Education determines the fate of a person, a society or a country. It is the only medium that can lead a society or country to the top of success and progress. For this both men and women should be equally educated so that they can equally contribute to the well-being of nation. As they are considered to be the two wheels of the same cart, a society or country cannot progress in absence of any of them. Unfortunately, most of the women in Nepal are still far away from the light of education. Therefore, it is essentially important to highlight women education to build new Nepal. In our society, women have secondary roles to play. They have to give birth to the baby, look after them, cook food, wash dishes and clothes, and collect firewood and so on. They are treated as objects that are possessed by males. They are considered to be decorating things for a house. They are not allowed to go out of their houses. They are believed to be safe inside the houses. Parents do not like to send their daughters to schools or colleges. They think spending money in education is useless. Instead, they are trained to do household work. Due to poverty, social traditions, lack of education etc. most of the women are still uneducated in our country. Then, how can the new Nepal be fulfilled unless they are educated?

IMPORTANCE OF WOMEN EDUCATION IN FAMILY AND COUNTRY

Nepal just have been the loktantrik state with the aim of empowering all people ensuring their equal space in state affair. It is the prime duty of the government to develop access of all women to education.

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History Of Nepali Language and its importance

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Dirgha Raj Prasai

Since the creation of greater Nepal, the Nepali language has been popular as an easy means of communication between all language speakers of the nation. Many years before the creation of greater Nepal, the Nepali language had been in use from Bhramhaputra in the east and Kashmir in the west. The linguists have taken the stone inscription of Adityabanshi king Damupal, dating back to 1038 BS, as the official source of Nepali language. A copperplate inscription dating back to 1280 BS is the historical evidence of Krachalya King’s victory over Kedar-land Gadawal to create Sija’s Rigime. After studying the gold inscription of Prithvi Malla of 1413 B.S, we can surmise that the Nepali language came into existence in Gorkha and Gadawal since then.

Linguist Balkrishna Pokharel has written that the Nepali language used in Kirat era until 1382 BS is indicated by Simrangaud king Harisingh Dev’s Pandit Jyotirishwor’s Maithiti book ‘Barnaratnakar.’ Similarly, Bhanubhakta Pokharel writes, "Five-seven hundred years prior to the unification of Nepal, the kings and rulers of the nations in this region relied on Nepali language for inter-state use as in sending letters, treaties and agreements. Prithvi Narayan Shah, during his unification campaign spanning Baise, Chaubise, Limbuwan, Khumbuwan including Apungi breakaway states, used Nepali language whenever he had to speak with the monarchs of these states." In this fashion, the Nepali language gained a status as the inter-caste medium of communication.

There are plenty of archives to indicate that Prithvi Narayan Shah, before unification of Nepal, had used Nepali language when speaking with Kantipur’s king Laxminarsingh Malla and his son Pratap Malla. There are many evidences that kings Jagat Prakash Malla, Bhupatendra Malla, Bhaskar Malla, Pratap Malla and Jayaprakash Malla used Nepali language in their correspondence. As Nepali language was already in use among the smaller states before the creation of greater Nepal, it helped Prithvi Narayan Shah in his unification campaign.

Historian Nayaraj Panta has mentioned many evidences to indicate that Nepali language was used in correspondence during the Malla era, many years before the unification campaign got underway. Panta writes, "There is a stone inscription in Bishwonath Temple erected by Bhim Malla in front of Kalbhairav at Hanumandhoka." The stone inscription dating back to Nepal Sambat (Newari calendar year) 761 during the time of Laxminarsingh Malla located at a Dabali at the side of Kathmandu’s big Gantaghar and Makhan Shivalaya is written in Nepali language. There is a stone inscription in Nepali language that Pratap Malla created at Rani Pokhari in Nepal Sambat 790. The red seal written in Nepali language by Jagat Prakash Malla in 1585 Sakh S. and Jaya Prakash Mall’s document signed in the name of God as a witness to Prithvi Narayan Shah in 3 Poush 1814 BS mentions, "Kathmandu will not ambush the materials brought from Gorkha, receive the goldsmith coming from Bhot, take the coins brought from Madhes, give Naldum to Kathmandu and do the work of Kathmandu."

Historian Shankarman Rajbhanshi writes, "The Syahamohar (authority writing) written in Poush of 1719 BS by Morang king Harishchandra Sen and Brish Sen were the papers written in Nepali language.

Makawanpur’s king Manik Sen wrote Syahamor in Nepali language to Shri Gosai and papers written under the title Kartik, 1984 BS and there are papers written in Nepali language by Budhikarna Raya in 1824 BS from Bijayapur. Nepali, Hindi, Maithili, Bhojpuri, Bangali, Gadawali languages are the children of Sanskrit language. The Sanskrit language had occupied the position of national language throughout the Licchavi rule in Nepal. (Puratatwa Sangraha 2018). During the Malla rule, Sanskrit, Nepali and Newari language including local languages were used. Before the unification of Nepal, those travelling to Gorkha, Lamjung, Kaski and Janakpur from Kathmandu spoke in Nepali language. In this way, Nepali language came into practice from Bramhaputra to Kashmir. The fact is that Nepali language is not the language enforced by the victorious rulers like kings Prithvi Narayan Shah and Mahendra.

Darjeeling’s intellectual scholar Parasmani Pradhan had said, "Nepali language is not a language belonging only to a certain caste and creed. Not only the Bhramin, Chetri castes but Gurung, Magar, Rai, Limbu, Newar, Tamang have embraced Nepali language as their language despite having their own separate mother tongues. This has created a huge Nepali caste. There is no such thing as that one should forget the person’s caste language. If some castes are trying to struggle with the concept that Nepali language is not their language, they will not allow themselves to stand firm nor will allow others to do so. The Khas sound changed into Khas language and became the language of Gorkha and Gorkhali and now it is the language of all Nepalese people. The Nepali language is accepted by the Nepalese in India’s Assam, Manipur, Darjeeling, Deharadun of Uttaranchal and Almoda. The Indian government has given an international recognition to the Nepali language treating it as that of the government language.

Nepal is home to various castes, languages and people. There are a total of 124 different languages spoken in the nation. Among them, 40/50 languages are in developed state. Maithili, Bhojpuri, Awadhi, Magar, Gurung, Tamang, Sherpa, Newar, Tharu, Rajbanshi, Limbu, Rai, Thakali, Sunuwar, Satar, Urdu are popular in their own communities. The Hindi language is also spoken at some places due to the open border. However, the influence of the Hindi language as compared to what the local mother tongues have is none. Hindi is the national language of India. To adopt Indian national language is tantamount to accepting Indian dominance, which the Nepalese people are against. Since 2006, our thinking after independence has been increasingly influenced by the antinationalist elements and foreigners. This is not good for the Nepalese people.

Nepal is very rich in terms of language. This does not mean that every local language should be turned into an official language. If attempts are made in this direction, it may create difficulties in many aspects. A Newar scholar Ashok Shrestha writes, "It is nothing more than intellectual folly to launch agitation supporting the concept of Baise and Chaubise states (22 and 24 states). Kathmandu is the capital; it is natural that multi-castes of people from diverse geographical areas stretching from Mechi in the east to Mahakali are gathered here. There is a hidden mentality to make these people that cannot speak Newari cross Thankot." Thus, people speaking different language need to sacrifice on account of nationality. Following the unification of Nepal, all the castes and creeds of the nation have merged into a single caste of being Nepali in the mainstream of greater Nepal. In 2008, at the oath taking ceremony of the Constituent Assembly (CA) members, they took oath in fifty different languages and made fun of national unity.

The first Vice President of Republic Nepal Parmananda Jha, who has three decade’s experience as a justice, disregarded the national attire and took oath in Hindi language, an act which was against the constitution. The Maoist chairman Pushpa Kamal Dahal ‘Prachanda’ appeared in suit and tie to take the oath of office as the Prime Minister. How shameful is it? This effort to disdain Nepalese identity was a big defect. The national attire that reflects the Nepalese identity is Daura-Suruwal and Dhaka Topi. There were no debates raised on the subject of this national attire even after the restoration of democracy in the nation. The Nepalese language is recognized as the national language since the unification. The Nepalese kings, Nepali Congress leader BP Koirala, Matrika Prasad Koirala, Tanka Prasad Acharya, K I Singh, all the leaders, including the communist leaders and poets, have never disgraced the national attire.

Newars are nationalists. However, on purpose or inadvertently, the debate on language was started from Newars of Kathmandu. Newars are taken aback as the communal harmony existing in the nation is rickety. Newars have a huge contribution in creating awareness of Hindu and Budhist religions in Nepal. The local mother tongues can be used to save national assets through literary writings, dramas, cinemas, dance and songs. The government has made arrangement for lessons in Newari, Maithili and other languages in schools.

In such a context where the globe is becoming a village, it would not be appropriate to get entangled in a dispute of whether the local language should be given space as official language of correspondence. For example, at Dhapkharka of Bhojpur, a Sherpa school was set up a few years ago with the intention of developing the mother tongue. Although NGOs worked ardently and the students flocked the school for some days, it closed down afterwards. The desire to learn Newari language in TU is depleting. The Newari-language department in Tri-Chandra Campus is empty. Some schools are offering courses in Limbu, Gurung, Magar, Tamang and Urdu languages. If these languages had a prospect in the international arena, it could have been taken as a positive step. If forceful attempts are made to transform the local ethnic languages into official language of correspondence, it will result in ethnic conflict, which, in turn, may harm national unity. The Nepalese scattered here and in other nations should be alert to prevent such a situation.

source: Prasai,Dirgha Raj(2011),"History Of Nepali Language And Its Importance ", 27 Feb 2011, Rising Nepal

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JEE Advanced 2024: Important instructions, admit card and other details

Iit madras is conducting the joint entrance exam (jee) advanced 2024 today, may 26. the examination consists of two papers, paper 1 and paper 2, held in two shifts. paper 1 commenced at 9 am and will conclude at 12 pm, while paper 2 is slated to take place from 2:30 pm to 5:30 pm..

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• JEE Advanced 2024 is being held today
• Nearly 1.91 lakh candidates are appearing for the JEE Advanced 2024 this year
• The final answer key and results will be declared online on June 9

The Joint Entrance Exam (JEE) Advanced 2024 is being conducted today, May 26, by the Indian Institute of Technology (IIT) Madras, comprising two papers conducted in two shifts. Paper 1 is being held from 9 am to 12 pm, followed by Paper 2 from 2:30 pm to 5:30 pm.

The examination will cover topics from physics, chemistry, and mathematics. Candidates are reminded to bring a printed copy of their admit card for entry into the examination hall. The admit cards can be downloaded from the official website, jeeadv.ac.in.

LIST OF BANNED ITEMS AT EXAM CENTRE

Candidates appearing for the JEE Advanced 2024 exam must adhere to a strict set of regulations regarding prohibited items within the examination centre. Among the items not allowed are watches, mobile phones, Bluetooth devices, earphones, microphones, pagers, health bands, and any other electronic gadgets. Additionally, candidates are barred from bringing any printed, blank, or handwritten papers, log tables, writing pads, scales, erasers, geometry or pencil boxes, pouches, calculators, pen drives, electronic pens, scanners, wallets, handbags, cameras, and goggles. Compliance with these guidelines ensures the integrity and fairness of the examination process.

This year, 3 additional cities were included as exam centres for JEE (Advanced) 2024, as stated on the jeeadv.ac. website. Candidates had the option to select from Abu Dhabi, Dubai, and Kathmandu alongside other existing cities.

According to an announcement by IIT Madras, feedback and comments on provisional answer keys for the JEE Advanced 2024 examination will be accepted from June 2 to June 3.