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Formatting Tips for Business Plans: Use of Charts and Graphs

Ishan Jetley

Home » Formatting Tips for Business Plans: Use of Charts and Graphs

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People usually ask how many charts or graphs should be put in business plans. It really depends. There are key factors that determine the number of charts and graphs needed in every business plan.

To start, the essential point to think about in creating your business plan is the time constraints of your target audience. If he or she is a retired angel investor, he might have other duties but could spend an hour reviewing your business plan. The more probable situation is a venture capitalist, loan officer or corporate buyer reviewing your business plan on his or her desk topped with numerous other business plans. Therefore, it is crucial that your business plan conveys the important key points easily and quickly. This is where charts or graphs come into picture.

In deciding whether to use a chart or graph, think about the old saying, “a picture is worth a thousand words” The purpose here is that the image should save a thousand words. In other words, the chart or graph must supplement the text; it should not be discussed in the text, or that defeats its purpose. Likewise, the chart or graph should be relevant and should support the text rather than veer away from it.

Apart from respecting the time restraints of the targeted audience in the business plan, there must also be respect given to the audience’s level of energy. In other words, after reviewing several business plans, the investor will most probably skip pages with 400 or more words of straight text. Even though no charts would be applicable to supplement the page, business plan consultants highly suggest using the appropriate spacing and callout boxes to make pages more readable.

Certainly, operational designs and technical drawings must be visually and adequately presented in business plans. Without them, enormous volumes of text are usually needed to describe relatively simple procedures. Significantly, once the text references the graphs, the graphs should be readily accessible. In other words, the graph should be on the exact same page as the text, instead of forcing the reader to turn to the appendix. If the graph is referenced on multiple pages, every page must demonstrate the piece of the graph that reflects the text, together with the entire graph appearing just once in the business plan.

Lastly, when the business plan is being reported to one or more investors, then the number of charts and graphs should reflect the needs, wants and sophistication of the few readers. As an example, if the readers are strategic investors, who know and understand the industry, the business plan should be presented with more charts to convey the message which these strategic investors have knowledge on.

Always remember that the business plan is not a PowerPoint presentation. Too many charts and graphs may give the impression that the business is too lazy to finish formulating a formal business plan.

In summary, the number of graphs and charts used in business plans should reflect important points of the business plan for an audience that is usually energy and time constrained. The graphs and charts must supplement the text and allow the audience to easily and readily digest the data, and influence the audience in progressing to the next step (e.g., scheduling a personal meeting) in the investment process.

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The Metolius Agency

Executive summary executive summary is a brief introduction to your business plan. it describes your business, the problem that it solves, your target market, and financial highlights.">.

The Metolius Agency is a Eugene, Ore. based graphic design and visual communications firm.  Metolius will be concentrating on corporate identity of established companies.  The targeted customer is a small- to medium-size company that has been established for five to 15 years.  The company has done well with the business so far, but they are in need of a new corporate identity to allow them to move to the next level.

Metolius will operate out of a small office in the downtown area.  For months one through seven, Kiev Lartiste will be the sole employee.  By month seven, Kiev will be hiring an assistant to help with design work as well as administrative details.

Metolius will offer companies a fresh perspective regarding corporate identity and visual communication.  Kiev has a unique background where he has business skills and creative skills.  Most firms come solely from creative backgrounds.  While this is useful for the crafting of logos and other devices of visual communication, it lacks the intuitive business mindset that Kiev brings to the firm.  This competitive edge allows Kiev to bring both an aesthetic design focus as well as a practical, quantitative mindset that adds value to the service offerings by creating solutions that have both creative elements combined with rational, business ideas.  This is useful since the clients are more business oriented.

Metolius will grow their customer base by providing clients with well-priced projects due to reasonably low overhead, creative, practical designs that add more value than competing graphical art firms, and superior customer attention.  The Metolius Agency will reach profitability by month nine and generate $27,347 in profits by year three. 

Graphic design business plan, executive summary chart image

1.1 Objectives

The objectives for the first three years of operation include:

  • To develop a start-up graphics agency that will grow to profitability within year two.
  • To create a company whose primary goal is to exceed customer’s expectations.
  • To create a firm that provides the target customers with valuable services and provides the owner with a flexible, creative, fun, and profitable business opportunity.

1.2 Mission

The Metolius Agency’s mission is to provide the customer with creative and practical graphic design work and visual communication services.  We exist to attract and maintain customers.  When we adhere to this maxim, everything else will fall into place.  Our services will exceed the expectations of our customers.

1.3 Keys to Success

The keys to success are:

  • Professionalism
  • Practical insight
  • Enjoyment of the experience

Company Summary company overview ) is an overview of the most important points about your company—your history, management team, location, mission statement and legal structure.">

The Metolius Agency is a start-up graphics firm that serves small- to medium-sized companies.  The firm will be based in Eugene, Ore. and will operate from a small, downtown office.

2.1 Company Ownership

The Metolius Agency is a sole proprietorship owned and operated by Kiev Lartiste.

2.2 Start-up Summary

The Metolius Agency will incur the following start-up costs:

  • Assorted office furniture including two filing cabinets, two work desks, a couch and two chairs for the waiting area, a round table with chairs, and assorted fixtures for the office.
  • Two computers, each with 21″ monitors, graphic tablet, black and white laser printer, inkjet color printer, scanner, CD-RW, and the following software: Illustrator, Freehand, Quark, Photoshop, Font Management Utilities, Traffic Office Manager (a scheduling and billing software), and Microsoft Project.
  • Development of the website which will include design time by Kiev and implementation from a University of Oregon computer science graduate student.
  • A current library of requisite magazines and journals.
  • A DSL connection.
  • Assorted office supplies.
  • Stationary and brochures.
  • Legal fees regarding business formation, creation of standard client contracts, and other general advice.

Please note that the following items which are considered assets to be used for more than a year will be labeled long-term assets and will be depreciated using G.A.A.P. approved straight-line depreciation method.

Graphic design business plan, company summary chart image

The Metolius Agency provides graphic design and visual communication services to established, primarily Eugene-based, companies.  Some of the services offered are corporate identity, marquees, logos, branding, and packaging. 

The pricing of the projects are typically estimated as a project-based cost.  The project cost will be estimated by the approximate number of hours needed to complete the project.  Generally, Kiev will be charging $75 an hour for his services.

The majority of services will be provided at The Metolius Agency’s office space.  This office will be modern, practical, and sleek.  This is very important because the office of a graphic designer is to a large degree a piece of their portfolio and reflects their work product.  Therefore, a decent amount of money will be used to develop a proper appearing business office.

Market Analysis Summary how to do a market analysis for your business plan.">

The Metolius Agency will be targeting small- to medium-sized companies.  What these companies have in common is they have started as a small company with a good idea and have grown into a larger, more mature company that must now decide if they are going to maintain the current business strategy, or reinvigorate the company, employ professional service providers, and move to the next level.

4.1 Market Segmentation

The Metolius Agency has two distinct customer groups which they will concentrate on:

  • Small-size companies: typically five to 15 employees
  • Medium-size companies: 15 to 40 employees

These companies started with a valuable concept and leveraged their original grassroots visual communication elements. Now that they have matured into a larger company, they can no longer rely on the original grassroots corporate identity. These companies are in need of a professional firm like The Metolius Agency to expand their identify and take them to that same level as their competitors and be able to compete.

Graphic design business plan, market analysis summary chart image

4.2 Target Market Segment Strategy

The market segments will be targeted in a number of different ways.  It must be noted that graphics firms generate visibility and sales not through advertising, but through networking and client referrals.  The methods used for the target market segment strategy will be:

  • Networking. The networking will be based on leveraging Kiev’s personal and professional relationships that he has developed after spending years in the industry.  Ways of networking include sending out notecards to all acquaintances announcing the opening of The Metolius Agency, periodically meeting with people to catch up–as well to continue to network which means to find out who this person knows within the target companies that Metolius will try to turn into customers. 
  • Client referral. A lot of business is derived through referrals.  Some of the referrals will come through the Chamber of Commerce, some of the referrals will come from customers.  Recognizing that referrals will be a good source of new customers, Kiev will be in constant contact with the Chamber.  In addition to being in contact with them, Kiev will investigate the possibility of doing a small project pro bono for the Chamber.  This will be done to let the Chamber view an example of The Metolius Agency’s work.  It will also provide a reason for the Chamber to recommend The Metolius Agency.  Kiev will work very hard to satisfy all of his customers.  By making sure that he exceeds their expectations, he will increase the likelihood that he will receive referrals from satisfied customers.
  • Targeted customer acquisition. This is the researching and strategic formulation to attract a chosen company to become a customer.  Kiev will put together a list of 20-30 companies that would be excellent customers.  Once these companies have been identified, Kiev will devise a strategy to target these companies as customers by initially determining what value Metolius can offer them. Eventually, the goal is to be able to meet with the decision maker of the company and present them with a portfolio of Kiev’s past work as well as the proposed value Kiev can offer them.

4.3 Service Business Analysis

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Within the last seven to 10 years, there has been a trend in the industry for the general advertising agencies, that previously only worked with advertising, to act as a full-service agency that not only prepares advertisements, but also does a lot of the creative work in-house instead of outsourcing it.  This trend toward full-service agencies has continued.  To a large degree it is occurring due to higher profit margins for the service providers.  The Metolius Agency will be bucking this trend and concentrating on their specific skill set.

4.3.1 Competition and Buying Patterns

The following are examples of the different types of competitors:

  • Large advertising agencies: over the years these firms have increased their number of service offerings from selling media forms of advertising, to a full-service company that develops creative work in-house, working with companies to develop corporate identity, etc.
  • Freelance designers: these competitors are similar to Kiev because they are typically a one-man operation, often operating out of their own home.  Often the freelance designers are just getting into the business and are trying to get experience, or they have left a firm in search of a more flexible lifestyle.  Some freelance designers are well experienced and can offer the same professional level of quality the large agencies offer.
  • Kinko’s: while Kinko’s is not a true competitor, it is a substitute competitor that should be mentioned. Kinko’s stores do not have a true creative department, but for some of the larger accounts, it offers free creative services as a value-added feature to the larger customer.  These services are typically provided by an employee who has introductory or intermediate skills using graphic design software such as Quark or Freehand, and in a small amount of time can generate creative images for the client.  These services are typically not billed but used as a value-added benefit.  While the price is quite good, the customer must recognize the fact that these services are not on par with a professional agency.

Strategy and Implementation Summary

The Metolius Agency’s marketing and sales strategy will utilize networking and referrals to develop visibility for the company.  Prospective customers will be turned into qualified sales through a professional showing that displays Kiev’s portfolio of past work.  The portfolio is key for making a positive impression regarding Kiev which illustrates his skill set and capacity as a creative designer.

5.1 Marketing Strategy

As noted previously in the target market segment strategy, The Metolius Agency will rely on three activities in their marketing efforts.  These include:

  • Networking: leveraging relationships to build more relationships within Eugene’s relatively intimate community.
  • Client referral: by providing outstanding customer attention, current customers are more likely to become a long-term customer and are more likely to refer their friends.
  • Targeted customer acquisition: the first step of this process is to target who the ideal customer is, determine how Metolius can offer them value, and then network to come into contact with the decision maker at that company.

5.2 Sales Strategy

The sales strategy will be to utilize Kiev’s portfolio of past work to qualify a sales lead.  Using a portfolio is very common within the industry to show past examples of work.  Kiev’s strategy will be the development of several different portfolios, each one customized to a specific type of work.  By having different portfolios, Kiev is able to better illustrate his proficiency with that specific skill set.  In addition to the use of the portfolio, Kiev will do research on the prospective company and their industry so that he has specific knowledge of the needs the company may have and solutions that he can offer.

5.2.1 Sales Forecast

The first month of operation will be used to get the office set up and ready for business.  Some of the time will be working with the interior designers to create a modern looking office space.

Months two through four will be somewhat slow as Kiev is developing clients. He is forecasted to take on some smaller projects.  By month five Metolius will have developed larger projects and will continue to grow steadily.

Graphic design business plan, strategy and implementation summary chart image

5.3 Milestones

The Metolius Agency will have several milestones early on:

  • Business plan completion
  • Office set up
  • Establishment of the first major account
  • Profitability

Graphic design business plan, strategy and implementation summary chart image

5.4 Competitive Edge

The Metolius Agency’s competitive edge is based on Kiev’s diverse background of business and creativity.  Typically, most creative agencies are staffed by right-brain creative types.  These people are extremely aesthetically oriented.  While this is certainly an asset in the field of graphic design, it can be limiting because while their work might be extremely creative, it might not “hit home” with non-creative types which make up a large portion in the business world.

Kiev’s background is based both in aesthetics and business.  While Kiev always had a creative streak that he would use, his education was business oriented. This competitive edge allows The Metolius Agency to offer similar creative services other firms can offer, but also provide a unique business perspective.

Web Plan Summary

The website will be used as a way to disseminate information regarding the firm, show past examples of work, provide the interested party will several ways of contacting The Metolius Agency.  In today’s day and age, a website is almost a given, a standard source of information regarding the company.

6.1 Website Marketing Strategy

The marketing strategy for the website will be based on inclusion of the Internet address in all materials that The Metolius Agency releases, as well as submission to popular websites.  Submission to search engines is an art in itself as different search engines work in different ways so a customized submission is most effective.

6.2 Development Requirements

A graduate student from the University of Oregon’s computer science department will be used for the development (writing the code, Kiev will be responsible for the creative work) of the website as well as the periodic maintenance of the site.  A graduate student will be used because of their expertise and typical below market rate.

Management Summary management summary will include information about who's on your team and why they're the right people for the job, as well as your future hiring plans.">

Upon graduation, Kiev went to work for Wieden & Kennedy in Portland.  This was a wonderful experience as Kiev was surrounded by very bright, creative people.  Kiev was given small projects, usually components of larger projects.  While this was a good experience, he was unable to leverage his business skills under these circumstances.

After three years Kiev moved to Eugene and took a position with (name omitted), a large full-service advertising agency.  The firm gave Kiev more management responsibility for his projects. After the third year, Kiev felt confident enough to entertain the idea of going out on his own and opening his own firm.  After market research and writing a business plan, Kiev gave notice and opened up The Metolius Agency.

7.1 Personnel Plan

Kiev will be the sole employee through month seven at which time he will hire an assistant to help out with design execution, as well as some of the administrative details.

Financial Plan investor-ready personnel plan .">

The following sections will outline important financial information.

8.1 Important Assumptions

The following table details important financial assumptions.

8.2 Break-even Analysis

The Break-even Analysis indicates that approximately $7,000 will be needed in monthly revenue to reach the break-even point.

Graphic design business plan, financial plan chart image

8.3 Projected Profit and Loss

The following table will indicate projected profit and loss.

Graphic design business plan, financial plan chart image

8.4 Projected Cash Flow

The following chart and table will indicate projected cash flow.

Graphic design business plan, financial plan chart image

8.5 Projected Balance Sheet

The following table will indicate the projected balance sheet.

8.6 Business Ratios

The following table compares standard business ratios with the Standard Industry Code #7336, Graphic Design Services.

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Blog Infographics Business Plan Infographic: Everything You Need to Know [Ideas, Templates & Examples]

Business Plan Infographic: Everything You Need to Know [Ideas, Templates & Examples]

Written by: Victoria Taylor May 13, 2021

Business Plan Infographic

Creating a business plan can seem daunting at first but it’s much easier than you think. Your challenge really begins when you want to create a business plan that stands out . Instead of sending over a 50-page document that bores your audience and hardly gets any point across, why not use a business plan infographic? 

Using infographics for writing a business plan allows you to visually illustrate your research, pitch, and business structure in an engaging and creative way. Business plan infographics can be used internally or externally with investors or partners who want a quick overview of what your business has to offer. 

In this article, you’re going to learn everything you need to create a business plan infographic that will wow your readers and showcase your business at its best. 

Not a designer? No problem. Use our professional, fully customizable templates and Infographic Maker to create an engaging infographic today.

START CREATING FOR FREE

Want to learn more about other types of infographics? Read our blog on the 9 main types of infographics or watch the video below:

Click to jump ahead:

What is a business plan infographic, why use business plan infographics, create a goal for your business plan infographic, the best types of business plan infographics, what’s included in a business plan infographic, how to create a traditional business plan infographic, how to create a lean startup business plan infographic, business plan infographic examples, key design elements of a business plan infographic, how to get the most out of your business plan infographic.

  • Business plan infographic FAQ

An infographic is a collection of imagery, charts, and minimal text that gives an easy-to-understand overview of a topic.

Being a type of business infographics , the  business plan infographic is a collection of text, images, charts and other data visualizations to give an overview of your business plan.

As it’s in the form of an infographic, business plan infographics are normally 1-page documents with visualized data, making them both engaging and easier to skim and scan.

These 1-page business plan infographics can be a reflection of your sales plan , marketing plan, business expansion plan or business stats that you’d like to share with your investors or employees.

Here is an example of a business plan infographic template that presents a 5-step guide to business continuity:

Business Plan Infographic

CREATE THIS INFOGRAPHIC TEMPLATE

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Infographics easily allow you to present detailed information in an easy-to-read or simple format so that the viewer can quickly understand and process the information faster than if you had handed them a full-page report.

We live in a fast-paced world where not everyone wants to download a report, view a  business plan , or read an entire blog post to get the information they need. Infographics make the whole process a lot easier.

As most humans are visual learners , your business plan infographics will highlight only the essential and important information while being entertaining and eye-catching so readers stay focused.

Business Plan Infographic

CREATE THIS PLAN TEMPLATE

Using an infographic for a business plan also makes it easier for stakeholders to understand your ideas and increases the chance of a successful business pitch.

Business plan infographics are also a great way for you to educate investors, employees, or partners about the structure, purpose, and future of your business. It should accomplish three main goals:

  • Clarify your project and steps towards growth
  • Showcase an exceptional understanding of your financial needs
  • Educate investors, bankers, and lenders

Your business plan infographic should have a specific purpose or, rather, a specific topic to avoid confusing readers. For example, does your business plan infographic focus on a specific aspect or educate the reader on your position in a niche market ?

It’s crucial to keep your business plan infographic’s objective to a singular focus.

For example, if you’d like to educate people about how your business helps to optimize email management tools , your business plan infographic should highlight research backing this statement. Stick to the objective and try not to divert to the history of email marketing or how to use emails for your website.

You should also use relevant data for your business plan infographic based on the topic it addresses.

Data storytelling is the best way to use data to create new knowledge, decisions or actions without overloading your infographic with unnecessary information.

Business Plan Infographics

Only focus on the data that matters the most to your readers or industry. But use it in an interesting and educational way that allows the reader to get sucked into your business infographic.

The aim is to cut down the fluff so that readers can consume as much essential information as possible without being bogged down by unwanted data.

There are two types of business plans you can consider using to model your business plan infographic. You can create a traditional or a lean startup business plan infographic. Bplans  states the difference between the two mainly has to do with the data that’s presented, as: 

A lean startup business plan infographic

This type of plan has a high-level focus, fast to write, and contains key elements only. Some lenders and investors may ask for more information. It’s best to use when presenting a high-level overview with only key information. Most one-page business plan infographics are in this format.

A traditional business plan infographic

This type of plan is very detailed, takes more time to write and is comprehensive. Lenders and investors commonly request this plan. It’s normally in the form of a presentation or a business proposal and includes several business plan infographics altogether.

Business Plan Infographic

What you want to include in your business plan infographic might differ depending on the type of business plans you want to create, and we’ll go into more detail on this later. However, there are some common sections that you should consider when gathering information for your business plan infographic. Those include:

  • Company profile
  • Products & services
  • Business model
  • Risk management

You want to either include only key information on each of these sections or really elaborate on them depending on the type of business plan infographic you want.

This simple business plan mind map summarizes what you should include in a business plan infographic:

Business Plan Infographic

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When you’re creating a traditional business plan infographic you need to ensure that you have the following features or data in your infographic based on your objective.

Executive summary

This section should show your reader what your company is all about and why it’s expected to be successful. This means to include your mission statement, values, product or service, company positions, and basic information that will be helpful to know.

Company description

Go in-depth about your company mainly focusing on the problems and solutions your business will provide for your industry, target audience, or niche. In this section, you’ll also have to list out your competitors and how you’ll follow suit on gaining the competitive advantages.

You can include this marketing business plan infographic as part of this section:

Business Plan Infographic

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Market analysis

In this section, you’ll show research to show what other businesses are doing and what their strengths are, this means finding trends, stats, reports, themes, and successful breakthroughs that should be considered for your own business and how you can improve upon them.

Related :  20+ Strategy Infographics for Business Planning, Marketing and Branding

Organization & management

Summarize your overall business and legal structure in this section to let investors or bankers know if you’re a C or an S corporation . Take the steps to start an LLC, however, it’s essential to understand the laws and regulations in your state, LLC fees and other aspects that most lawyers recommend. It would also be helpful to add an organizational chart to allow readers to visually see the company hierarchy.

Also, utilizing an LLC Operating Agreement Template can provide a comprehensive framework for defining ownership, management structure, and operational procedures within your limited liability company.

Related :  15+ Company Infographic Templates, Examples & Tips

Service or product

Take the time to give a good first impression about what exactly your service or product does. Showcase the product or service lifecycle with charts and share plans for legal steps surrounding your product or service like copyright or patent filings.

Related :  7 Ways to Show Product Value Using Infographics

Marketing & sales

Outline an overview of your launch marketing strategy and how it will evolve and grow over time to fit your goals and market needs.

Financial projection or Funding request

If you’re sharing this section with an investor then you should focus on convincing them that your business is financially stable to be invested in. This means sharing a prediction of income statements, break-even analysis, return-on-investment calculations, balance sheets, and cash flow statements for the coming 2-5 years of your business.

Related :  14+ Finance Infographics to Simplify Financial Information [Templates and Examples]

This  Coral Technology Pitch Deck  is a perfect example of a comprehensive traditional business plan agency infographic in the form of a presentation that can be used on PowerPoint or Google Slides:

Business Plan Infographic

CREATE THIS PRESENTATION TEMPLATE

A lean startup business plan is much “leaner” as the word suggests. This is also shorter than the traditional business plan. A lean startup business plan infographic includes: 

Key partnership

In this section state the other businesses or services that you’re working with to run your business’s operations. These could be key suppliers, manufacturers, subcontractors, and partners. 

Business activities & resources

List in detail how your business will acquire the upper hand in your industry. Highlight features such as selling directly to consumers or taking advantage of the sharing economy. Run down any assets you’ll use to make an incentive for your customers.

Value proposition

This is a statement that shows the reader what unique value your business offers to your target audience in your niche or industry. 

Customer relationships

Create a product or service flow of how consumers will interact with your business. Will this personalized, automated, or specialized based on their needs. You should also list the channels you’ll be using to reach, maintain or optimize for your customers over time.

Business Plan Infographic

Customer segments

Describe who your ideal customers are in detail. List out who or where your target market will be and how your business will service and connect with them. 

Cost structure

This section is similar to the financial projections segment in a traditional business plan, but this also includes how your company will reduce cost or maximize value as you balance significant costs that may challenge your startup. 

Revenue streams

Use this section to explain how your startup will become profitable over time and will be used such as membership fees, subscription payments, selling ad space, and obtaining retainer contracts.

This  Financial Company Business Fact Sheet  is a good example of a lean startup business plan infographic as it gives an overview of the business with key figures only:

Business Plan Infographic

Let’s take a look at some more business plan infographic templates and examples.

Free business plan infographic template

This Light Company Business Fact Sheet is a good example of a free business plan infographic template that belongs to the lean startup type.

Business Plan Infographic

Marketing business plan infographic

On a different note, this  Yellow Marketing Business Plan  leans towards the traditional type, being in the form of a comprehensive marketing business proposal that contains multiple infographics.

Business Plan Infographic

Real estate commercial business plan infographic

The information in this real estate business plan infographic is broken down in the form of a presentation, making it easy to use in business pitches.

Business Plan Infographic

There are three main aspects of a business infographic: visual elements, content elements and data or facts used.

As simple as an infographic may look, putting all three of these elements successfully together can be the difference between good infographics and a cluttered and confusing infographic. 

Since we already covered data, let’s dive into the visual and content elements of your infographic. 

1. Choose an ideal infographic layout

Infographics come with multiple layout options. Layouts help you to decide how you want to share your story or data with the reader. Layouts also guide your designs and colors. Most layouts are recognized by columns or sections, as shown below:

Business plan infographic layout

If you’re not someone whose every design is savvy, you don’t need to memorize all these layouts instead, just remember these three main infographic layouts: stacked , comparison , and chronological . For more information, read our blog on how to choose the right infographic layout .

2. Select captivating colors for your infographic

Other than usingy our brand colors, you always want to keep in mind who your audiences are, what action you want them to take and how colors can affect that.

If you need help picking the right colors for your business plan infographic here are two guides that are sure to help you: 

  • How to Pick Colors to Captivate Readers and Communicate Effectively
  • The Do’s And Don’ts of Infographic Color Selection

Or you can watch this short video on color relationship and how that affects your design:

3. Choose the best content elements

Content elements represent the icons or charts you’ll be using to represent your data. Instead of simply dropping numbers and stats you want to give readers a visualization of what the data means and how it’s transitioned through your topic.

For example, if you want to represent the difference between the growing number of brands going wholesale vs retail, you could use a stacked bar chart to compare the two industries.

If you’re not sure about how to select the best chart for your data when you’re putting the final touches on your infographic design, check out our guide on selecting the right charts for your data , or watch the short video below:

The real work starts once you’ve created your business plan infographic. You’ll now need to effectively showcase or share your infographic in a way that allows you to get the most out of it.

If you’re using your business plan infographic for internal purposes then consider: 

  • Adding it to your onboarding documents 
  • Using it for presentations 
  • Sharing it with new or current investors  for specific projects 
  • Showing team roles and hierarchy 

Business plan infographics can also be used for external purposes to pitch to potential investors or new clients. They’re normally in presentation or proposal form, as we can see from some of the examples above.

Another thing to consider is to make your infographic mobile-friendly. Not all investors or partners look at documents from a business from a desktop. Having a well-optimized infographic allows the reader to get the full experience from your business plan infographic regardless of what device they may be viewing it on.

Business plan infographic FAQ

1. why should i create a business plan infographic.

A business plan infographic with data visualizations and concise, key information allows stakeholders to take a quick look at the current state the company is in and understand right away. This improves the success rates of your business pitches, whether they’re for investors, clients or senior management.

2. How do I make my business plan infographic look professional?

Make sure you keep in mind your brand guidelines while creating your business plan infographic to ensure consistency and professionalism in all comunications materials. You can also customize one of ours ready-to-use infographics which are designed to be used for businesses.

3. How do I create a business plan infographic?

Start by registering for a free account for Venngage’s Infographic Maker . You can then choose from our wide variety of business plan infographic templates that you can create using our easy-to-use editor, no design skills needed.

In summary: Business plan infographics are great to use for both internal and external purposes

Consider using business plan infographics whenever you need to deliver a sales plan presentation, pitch a new project or present your services to new clients.

Venngage has hundreds of business plan infographic templates you can use to create your business plan infographic with no coding or design experience required.

Need to make an infographic? Start creating in seconds with our professional templates and simple online editor.

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