3分で本質を理解!事業計画を作る前に知っておくべきこと

事業計画をを設計する上でどのような項目について準備するべきか、必要となる項目はいくつか調査してもある程度絞られてきます。

今回は、事業計画に必要な項目について考え、どういった情報整理すれば良いのか、考えれば良いのかをみていきましょう。

事業計画に最低限必要な項目とは

前提として、今回検討する事業計画の種類は、わかりやすさを重視し「新規事業」とします。

また目的としては「外部や第三者の内部ステークホルダーに事業承認と協力を得る」と設定してみます。

事業計画で最も重要となるのが、事業計画のエグゼクティブサマリーです。

このエグゼクティブサマリーの善し悪しで、その後の計画資料をポジティブに捉えてもらうのか、ネガティブな印象のまま進むのかが大きな違いです。

ポイントとしてはいくつかあるかと思いますので、少しずつ考えていきましょう。

まず、第一に事業そのものにフォーカスし端的に整理することが重要です。

・新規事業構想の背景や事業創出の動機
・どのような課題に対しどのような事業・ビジネスモデルで解決を行うのか

次に、その事業の可能性を示します。

・事業の収益性やスケールの可能性
・自分、自社が、なぜ今その事業をやるべきなのか

最後に、その事業の現状を示します。新規事業ですので、事業はこれからとすると下記のようになるかと思います。

・事業構築には経営資源(ヒト、モノ、カネ、情報、時間、知的財産)がどれだけ必要なのか
・いつサービスインし、どういったロードマップで展開するのか

ここまでのことをとにかく簡潔に整理することで、新規事業のエグゼクティブサマリーとしては、十分成立するでしょう。

あとの細かい項目については、実は、このエグゼクティブサマリーを補足するためのファクトであったり、調査・分析したデータであったり、細かいアクションプランを準備すれば良いのです。

よって、最低限必要な項目というのは、エグゼクティブサマリーとなります。
資料とするのであれば、1,2枚程度におさめ、可能であればエレベーターピッチと呼ばれる30秒でさらに簡潔に口頭説明できると良いとも言われています。

 

まとめ:事業計画の本質とは

ここまで、

・事業計画に必要な項目
・事業計画に最低限必要な項目とは

という内容で、特にエグゼクティブサマリーの重要性と、事業計画はそれを補足するための資料というように整理して
きました。

例えば、事業をより詳細に説明するために、事業とマーケットを分析した情報を整理することで

・本事業のターゲット
・本事業で課題と捉えていることのファクト情報
・本事業での解決の仕方
・本事業の市場規模

といったものが整理できるでしょう。

例えば、事業のアクションプランやロードマップを検討したときに、

・本事業の構築に必要な経営資源
・本事業展開のための体制
・本事業の収支計画
・本事業の資金計画

を準備する必要があるだろうとなってくると思います。

当然、ステークホルダーがこれだけは知りたいということで補足して準備することはあるかもしれませんが、基本的には、コアとなるエグゼクティブサマリーをベースに展開すれば十分な事業計画が設計できるのではないでしょうか。

<参考リンク>
徹底解説!ステップでわかる事業計画書の作り方

事業計画書とは何か。概要と作成メリット

3分で本質を理解!事業計画を作る前に知っておくべきこと

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