Streamline Your Workflow with a Proforma Template Word for Operations

Proforma template word for Operations

foreign [Music] I am the owner of quality business plan and what I'd like to do today is share with y'all what's in my moving company business plan template so the way the video is going to play out is first and foremost going to go ahead and give you a little bit of background about me who I am what I do and why I do it and then after that we're going to dive into my moving company business plan template I'll show you the components in there I'll show you the areas in which you can go ahead and make some adjustments and from that we'll wrap it up sum it up and call it a day so without further Ado let's go ahead and zipper through this little PowerPoint presentation as promised a little bit about me again Paul Borowski doctoral candidate MBA as well as owner of quality business plan and quality business consultant I am a professional writer specifically a business plan writer so if you all want to avoid all the fun and excitement trials and tribulations growth opportunities of writing your own business plan feel free to pick up the phone give me a call somebody text me email my contact information is right here I would be delighted to write a business plan for you I am also a published author on amazon.com check out some of my books there they're focus on business plan writing as well as understanding financial statements and then finally I am an adjunct professor and subject matter expert in both business and finance so if you do need some help with those pesky's financial projections business plans ready to go but those numbers are keeping you up at night I'd be delighted to do your financial projections for you again pick up the phone give me a call to me text me email be delighted to help and enough about me let's go ahead and talk about the moving company business plan template so if you do purchase the moving company business plan template it does come with two documents which is the word document which is the actual business plan itself and it also comes with a basic financial model that is customized to the moving company industry uh the template for the tutorial for the moving company financial model is a separate video but I will briefly introduce that Excel financial model but right now let's go ahead and talk about the word document so once you open up the word document you are greeted with the title page on the title page most of my clients what they're going to do is they are going to go ahead and put their logo on the title page and then have business plan underneath the second page is your table of contents once you add a little bit more meat to the Bone you fill out your moving company business plan template you come back to the table contents click on it click update the table click on update the entire table and boom all of the headers will update as well as the page numbers next section is going to be the executive summary anywhere in yellow that's where I recommend you take a look and update the information if it's in parentheses then you definitely need to put your information in there for example company name put your company name there and whoever the owners are of the business you'd put that in that location financial highlights these numbers come right from the financial model and I show you that in the tutorial for the financial model and here is your startup funding request much money do you need to get the party started and such so this is your executive summary the next section is going to be your company description starts off with a moving company summary goes into a starting point for your popular products or Services competitive advantages what do you do better than everybody else then we've got you our primary target market your pricing strategy all this good information is a starting point for you to expand upon or adjust to make it make it look like your company customizer for your company we've got the hours of operation location description and then a brief strategic plan under the business objectives and timeline next section is the industry analysis I have updated this for 2023. I do get my information from Ibis world I do have a subscription to them they are the industry leader in Industry research what I do is I go to their report I summarize the information avoid plagiarism and then I put it into my template next section is a SWOT analysis your strength your weaknesses opportunities and threats these are just general starting points for any business feel free to customize it to your moving company the way to do that you click on your smart art the little tiny Arrow right here you click on that and then you can make adjustments to the text box next section is going to be your organizational structure company name address again information that is important to your specific company organizational chart again another smart art click on it click on the arrow and you've got your text boxes to make adjustments next section is going to be your marketing section traditionally my moving company clients they're going to advertise for trading through traditional internet and social media and I give you a starting point for each one and now we have our funding request much money do we need to get this party started and it starts with the dollar amount here and then the terms for the loan or the investor participation underneath and then finally we've got our 12-month Finance we've got our financial projections in my moving company business plan template it does come with a profit and loss projections for one year broken up a monthly as well as quarterly and then from there it goes into the projections for um annually for the next five years and after this let's go ahead and take a look at the financial model next and now for the financial model segment of the moving company business plan template so like I said it does come with the financial model the financial model is in Excel so you do need Excel in order to make the changes but it's broken into uh it's broken into four tabs which is your information tab your projections your profit and loss for year one broken up monthly and then your income statement which is annual revenues and costs for the next five years so any changes that you make to the information tab will automatically update to your profit and loss and your income statement some of those sections as you can update is going to be your daily sales your labor your startup cost monthly fixed cost miscellaneous information your growth rate miscellaneous covers your tax rates and then your loan information as well if you're going to be taken out a loan and I do offer a more in-depth tutorial on how to use my financial model in a separate video but I just wanted to give you all a taste of what is included and so if you go to the projections tab it does include a summary of your revenues your profit margin and you start on cost of goods advertising and such and then the profit and loss statement for this you can make monthly changes to your Revenue growth right here in a darker color cells and then here is your profit and loss statement in a monthly as well as quarterly basis month one all the way through month 12 and then on income statement you just have your year one through year five and what you would do once you make all your changes to the income statement and the uh once you make all your changes on the information page then it does update your profit loss statements as well as your income statement and all you do is just copy and paste this information into the word document and you're ready to go you hit your control C go to your word document hit control V where it needs to go and like I said you're Off to the Races all right hopefully this information was helpful so let's go ahead and wrap it up and sum it up foreign summary if you are interested in purchasing my business plan template it does come with a customizable Word document as well as a basic financial model that is customized for the industry I also provide various tutorials you can find my tutorials on this link right here if the tutorials just help you with the various aspects of the business plan template completing them and those tutorials can be accessed before or after you purchase a business plan template keep in mind there are some limitations to all my business plan templates you do need Microsoft Word and Microsoft Excel in order to make edits and also if you have any questions comments or concerns before you purchase a business plan template be delighted to have a great conversation with you my contact information is right here pick up the phone give me a call somebody text some email we can have a great conversation however after you purchase my template then I do not offer free phone support if you want me to help you fill out that template I do charge for the service the services there it's mentoring but like I said I do charge for it and then finally if you do want to buy my business plan templates or check out the various templates that I have the link is right here and then finally if you don't want to mess around business plan templates you don't want to mess around with tutorials you just want a professional to write your business plan for you or you just want a professional to do your financial projections I would be delighted to do so pick up the phone give me a call somebody text send me email or visit my prices page right here and then finally please subscribe to my channel and that's it hopefully this was helpful I'll go out make a little bit of money and have a great day thank you