What's included in the default outline

Updated on Feb 23, 2017

When you create a new company in LivePlan, some standard sections are included that represent the basic business plan outline. We intentionally start you out with a simple, lightweight outline that contains the sections that nearly everyone should have in their plans. This is in line with the approach Tim Berry lays out in his Plan-As-You-Go business plan book. If you’re new to business planning, you may wish to use this default outline.

Beyond that, we offer lots of optional items that may be important for particular types of businesses. LivePlan gives you the flexibility to fully customize both the content and organization of your plan by including any of these available sections that meet your needs, or by adding your own custom sections.

The default sections that are included in a new company's plan document are listed below:

Executive Summary #


  • Problem
  • Solution
  • Market
  • Competition
  • Why Us?


  • Forecast
  • Financial Highlights by Year
  • Financing Needed

Opportunity #

Problem & Solution

  • Problem Worth Solving
  • Our Solution

Target Market

  • Market Size & Segments


  • Current Alternatives
  • Our Advantages

Execution #

Marketing & Sales

  • Marketing Plan
  • Sales Plan


  • Locations & Facilities
  • Technology
  • Equipment & Tools

Milestones & Metrics

  • Milestones Table
  • Key Metrics

Company #


  • Ownership & Structure


  • Management Team
  • Advisors

Financial Plan #


  • Key Assumptions
  • Revenue by Month
  • Expenses by Month
  • Net Profit (or Loss) by Year


  • Use of Funds
  • Sources of Funds


  • Projected Profit & Loss
  • Projected Balance Sheet
  • Projected Cash Flow Statement

Appendix #

Profit and Loss Statement

  • Profit and Loss Statement (With Monthly Detail)

Balance Sheet

  • Balance Sheet (With Monthly Detail)

Cash Flow Statement

  • Cash Flow Statement (With Monthly Detail)