0 Comment
Customer Reviews
Planning is crucial to starting a business. A proper plan can help you set realistic and achievable goals and allocate enough time to meet them. When you set realistic and achievable goals, you are taking your business forward in the right direction, to become profitable. Planning also helps set benchmarks and KPIs for comparison purposes and for achieving your business goals.
However, planning a new business takes lots of time and effort. So, you might want to use SlideTeam’s Business Planner Templates – one that can help you plan your business efficiently.
Business planners come in handy for a wide range of use cases. For instance, they can help you schedule appointments and meetings with clients. They can also help you plan the quarter or year ahead of business activities.
So, when you don't have enough time or resources to create a planner to help you stay on top of your checklist of things to do, you can use a custom, ready-made business planner, such as the ones here.
Click here to access templates to make better meeting schedules.
Template 1 - Bi-Fold Daily Appointment Business Planner Chart Document Report
The PPT Deck has high-quality graphics that captivate your audience's attention. Businesses can use this remarkable visual tool for both communication and promotional purposes. The tool comes loaded with features. For instance, you have the company name and business agenda on the first page, which you can use to show potential prospects what your business is all about.
However, that's not all this template has to offer. You also get to schedule meetings and appointments, where you can set a time and mention the client's name. Similarly, in the dedicated Contact section, you can put their phone numbers, set up tasks, and add the goals you want to achieve.
So, this slide can come in handy for businesses looking to schedule meetings and appointments with clients. Grab this template today!
Template 2 - Quarterly Business Activity Planner
As the name suggests, the quarterly business activity planner includes topics related to business activities within a quarter. These topics include Campaigns, Events, Launches, and more. You can use this template to plan business activities. For example, campaigns could consist of promoting your business on social media. Similarly, you could organize different events.
You get to plan and organize business activities with this slide and plan lead and revenue goals that you want to achieve for each activity.
The quarterly business activity planner is for planning various promotional activities, social media campaigns, or product launch events. So, hurry up! Get this template today!
Template 3 - Key functions of a business financial planner
The six essential functions of business financials are organization, accountability, objectivity, proactivity, education, and partnership. This PPT Set can be a tool to learn more about the functions of financials and their impact on various business aspects. For example, organizing could involve managing and organizing cashflows, insurance, and taxes and overseeing the business's financial status.
Similarly, when it comes to accountability, you may need to prioritize your financial goals and analyze your actions to achieve them. You must be objective and proactive when running a business and gain as much information as possible about the different aspects. You must also be able to collaborate with others and be willing to enter into partnerships with them for a successful venture.
Template 4 - Business Planner for Purchase Management
Purchase management involves bills, invoices, income, and sales. However, it primarily depends on the sales made and the revenue generated. This PPT Layout is a template for managing your goals, appointments, and events, target sales and achieved sales, bills, and income, all in one go. What's more? The bills section has a purchase column, an amount column, and a date column, where you can enter the details. Similarly, the income section also comes with a source that indicates where the money came from, an amount column that shows you how much income you got, and a date column that tells you when the transaction occurred.
Note that this template is a yearly business planner for purchase management, and it lets you record your transactions throughout the year.
Template 5 - Two Weeks Manufacturing Business Planner In One-Page Summary Report
Manufacturing businesses also need a business planner to get going, and with this PPT Design, you can work out a business plan that can take you to the next level. The template is an example of a manufacturing business planner. There are two columns, the first from January 8 to January 11 and the second from January 12 to January 16. Manufacturing businesses can use this template to plan their activities. For instance, as you can see here, a meeting is scheduled with crucial vendors on January 6, 2020.
Similarly, you have a conference scheduled for January 8 and a plant visit and client meeting on January 10. There is also another meeting planned with shareholders on January 14, and a safety compliance audit for one of the plants, on January 17.
So likewise, manufacturers can plan, for a week, using this template. Don't wait too long! Get this template now!
Template 6 - One-Day Business Planner Layout Report Presentation Report Infographic
This business planner consists of a single slide with all the information related to the business activities for the day. That may include the projects and events scheduled for the day, emergent tasks, upcoming tasks, and supporting tasks.
The slide can be a helpful tool for those businesses that want to plan for the day.
Template 7 - One-Day Per Page Business Planner Presentation Report Infographic
Here you have a per-page planner, suitable for businesses planning tasks for the day ahead. The PPT Slide has it all, whether the tasks themselves or scheduling them. With this template, you can schedule tasks, phones and emails, and the places you must visit.
There is also a dedicated notes section where you can write down those essential points that help accomplish the tasks. The one-day per-page planner is for businesses with a certain set of tasks to complete for the day ahead of them and any phones and emails that need answering.
Template 8 - Business Campaign Planner with Success Metrics to Measure Efforts
The PPT Template here is a business campaign planner. However, you get more than that, as it also comes with different metrics to measure your efforts. With this template, you can establish business goals and campaign objectives and even track them using other success metrics, such as product sales. The template also offers a Brand Assets to Leverage section, where you can describe the assets you used to achieve your business goals.
Your business goals could be to increase brand awareness, or they could also be to generate or increase conversion rates. For instance, you could improve brand awareness by narrowing down and reaching out to your target customers via different social media channels.Â
The business campaign planner with success metrics to measure efforts is a versatile slide businesses can bank on to get more leads and improve profitability.
Template 9 - Business Timeline Planner with The Referral Process
The business timeline planner comes with a referral process. You can use this template to seek referrals for your business, which you can convert to staff. The slide shows the conversion process from referrals to employees, from the planning phase to staffing. It also includes a timeline that begins with planning in January and February and moves to the referral process by March. The referral process ends in April, and the screening starts in May. After the candidate screening process is complete, by July, the next phase begins Assessment. The results are out between September and October, and Staffing takes place in November and December.
So, the entire process will be complete by December. Get this slide today!
Template 10 - Five-Year Business Product Advertisement Planner Roadmap
You can use this PPT Set in many scenarios, ranging from trade show promotions, influencing, and advertising to setting rules for graphic designers. With this template, you can plan to promote your products using advertisements over five years.
You could use banner stands in the second and third years and develop new trends for showcasing your products by the end of five years. As for your tradeshows, you could promote them using effective means of advertising. You can also use those bidding directories to find graphic designers during the first year.
Likewise, you could use contextual or other paid advertising to promote your brands during the first year and gradually move to free advertising.
So, this template can be quite helpful and help fulfill all your advertising needs. Get it today!
Get Going with Your Business Plan
There's no doubt that the business world moves fast these days, and everyone's looking to capture a significant share of the market. So, planning ahead becomes vital to get your business off the ground. Business planners can help you do this. So, use our Business Plan PPT Templates to start and set your business soaring quickly.
Deliver a timeline to showcase when each task is supposed to be done with our blog on business timeline templates.
Present your budget on a weekly basis with our blog on bi-weekly budget planner templates.
FAQs on Business Planners
What does a business planner do?
Business planners help create business plans and document and implement them. They can also act as presentation materials for stakeholders and the management about the operations and developments.
Why is business planning important?
Entrepreneurs must create a business plan as it helps set clear goals and guidelines for operating the business. Apart from this, a business plan also helps establish employee goals and secures the funds required.
What are the roles of a business plan?
There are three most essential roles of a business plan:
- A business plan must help develop an effective strategy that can help steer the business in the right direction.
- It must assess the financials required.
- It must attract investors, including angel investors, venture capitalists, and lenders.
