
业务计划单页概览模板
创建者:
Isos Technology
简化战略业务规划,统一团队愿景和目标。
分类
- 营销和销售
- 推荐
- Finance & Ops
主要功能
Decision Tracking
目标设定
校准团队

制定战略性业务计划至关重要,但这可能是一项艰巨的任务。由于有无数细节需要考虑,公司的愿景很容易在混乱中迷失。使用旨在简化流程的业务计划模板,帮助您将重大想法转化为团队可以轻松掌握和付诸行动的格式。
但是,为什么业务计划如此重要?它是协调团队、设定目标并为发展铺平道路的蓝图。没有它,企业就有可能漫无目的地徘徊,错失良机,浪费资源。投资于一份可靠的业务计划不仅是明智之举,更是长期成功的必要条件。
What is a business plan template?
Strategic business planning is essential for companies of all sizes. It provides a clear roadmap for success and guides decision-making processes. However, creating a traditional business plan can take time and effort.
Atlassian’s free business plan template condenses essential business idea elements into a concise format, making it easier for businesses to articulate their vision and strategy.
Benefits of using a business plan template
Streamlines efficiency
A business plan template condenses essential business elements into a single page, saving time and resources. This condensed format not only streamlines the planning process but also facilitates easier communication and reference for stakeholders. By eliminating the need for lengthy, complex documents, businesses can focus their efforts on implementing strategies rather than navigating through excessive details.
Provides clarity
Using a business plan provides a clear and concise overview of the company's vision, goals, and strategy. This clarity not only aligns internal teams but also helps external stakeholders, such as investors and partners, understand the business's direction and objectives. With a well-defined roadmap, everyone involved can work towards common goals with a shared understanding of priorities and expectations.
Boosts flexibility
A business plan enables businesses to adapt quickly to changes in the market landscape. This adaptability is crucial in today's dynamic business environment, where market trends and customer preferences can shift rapidly. By regularly reviewing and updating the business plan, organizations can stay nimble and responsive, seizing opportunities and mitigating risks as they arise. Additionally, the structured framework provided by the business plan facilitates efficient decision-making, allowing businesses to pivot with confidence when needed.
Facilitates communication
A business plan template facilitates effective communication of key objectives to stakeholders.
With features such as an executive summary, target market research and analysis, and financial projections, Atlassian’s free template empowers companies to create a comprehensive business plan in a simplified format.
如何使用业务计划单页模板
- 1
总结您是谁
您的公司可能有一些文档介绍了您的业务范围和发展方向。您能为团队做的最有用的事情之一就是将这些信息总结成简明扼要的陈述。
这就是您要在这个免费模板的前两部分中做的事情。填写“您是谁”和“您为什么存在”,以便每个人都能对这些核心要素达成共识。
- 2
突出您的长期战略
模板的上部叫作目标,因为它与设定中长期目标有关。
利用表格的其余部分确定公司未来十年的发展方向。是否打算实现一定数量的利润吗?达到具体的团队规模?成为行业领导者?在此处注明这些目标。
此外,您还可以在表格中列出您的市场策略,包括您的目标、价值主张以及用于为客户提供价值的流程等信息。
- 3
设置您的中期视图
长期战略会让您感觉有太多事情要做。而中期愿景则可以让您确定未来两到四年内的工作目 标。这些中期任务应该能支持更大的目标,使其更容易实现。
本部分还包括一个用于设定日期、注明目标市场、收入和利润、监控指标以及对成功的明确定义的空间。
- 4
明确您的短期目标
这条路是您锁定营销策略、年度、季度的目标,甚至本周要讨论的事务的地方。您还将记录收入、利润、亏损以及年度和季度目标的关键报告指标。
与长期战略不同,您可以计划制定每个季度的短期目标,这样您就能成功跟踪进度并保持了解最新信息。
Use Confluence to create a free business plan
Effective planning and collaboration are crucial to success in today's competitive business environment. Confluence's free business plan template provides teams with a streamlined solution to their business strategy and aligns their goals and strategies.
Confluence allows teams to easily consolidate their ideas and strategies into a cohesive business plan format. This intuitive template fosters collaboration and ensures everyone is on the same page.