Business plan model


FDI expects the business plan to contain the sections and information described below:

Section of the Business Plan



Executive Summary

Introduction and conclusions summary:  brief presentation of the enterprise and its environment, of its products, its market, its management, its shareholding, its financial position and performance, its long-term objectives, and strategy – Brief presentation of the project and its outcome in terms of contribution to the achievement of the long term objectives




Internal Diagnosis

Analysis, in terms of strengths and weaknesses, of the basic managerial functions of the enterprise such as: production, marketing, finance and administration.




External Diagnosis

Analysis, in terms of opportunities and threats, of the external, economical, political, legal, regulatory and competitive environment.




Long-term objectives

Presentation et justification of the long-term objectives – Demonstration of the consistency of those objectives with the results of the internal and external diagnosis





Analysis of different strategic alternatives, based on the result of the internal and external diagnosis and the long-term objectives, and justification of the strategic choice.




The investment project

Description of the investment project, in terms of components, specific objectives, cost, financing plan – Evidence of the consistency of the project with the corporate objectives and strategy.





Technical analysis of the project

Analysis of the technical impact and/or justification of the technical choices, such as: location of the project or of the unit responsible for its implementation – production technology or process – machinery and equipment (type, origin, capacity, user-friendliness, robustness to face the local conditions, versatility - professionalism, experience and financial position of the suppliers)- raw material and other inputs (cost, quality, social and environmental concerns, reliability of the suppliers) –type of organization of the production.




Commercial analysis

Analysis of the commercial impact of the project, or justification of the commercial choices, such as: market and market segments – product planning – price policy –distribution network and channel, type of distribution (intensive, selective, exclusive, direct) – communication strategy – organization of the sales force.





Organizational analysis

Analysis of the organizational impact of the project, or justification of the new (if any) organizational and administrative choices, such as: departmentalization, organization chart, profile of the top management, job distribution, Management Information System (MIS), etc.








Financial Analysis

Summary of data and assumptions – presentation of the projected financial statements according to different scenarios (base case scenario, worst case scenario, optimistic case scenario) – Analysis of the projected financial statements, according to different approaches, such as: differential approach (stemming from the comparison of the results with the project and without the project); global approach (after project analysis) – and according to different criteria, such as: accounting return on investment, financial leverage effect, payback period, net present value (NPV), internal rate of return (IRR), break-even-point, debt service coverage, minimum financial equilibriums.




Risk analysis

Identification of the most important risks the project and/or the enterprise is exposed to, and the way they can be or they actually are mitigated: technical, commercial, operational, financial and contextual risks.



1.      That business plan guide is primarily designed for modernization/expansion project. However, by dropping the parties and/or sections related to the enterprise historical data, it can be used for creation projects as well.


2.      The list of documents required, when submitting a financing request to FDI, (see page "Apply for a financing") is just an indication of what may be needed for supporting a financing request. Some of these documents may be irrelevant for some specific enterprises/projects - and additional documents may be required for others.



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