Hybrid Business Model Canvas

  • Problem(s) or Unmet Need(s) & Existing Alternatives
  • Solution(s)
  • Customer Segments
  • Value Propositions
  • Channels (Communication, Distribution, Sales)
  • Customer Relationships
  • Revenue Streams
  • Key Resources
  • Key Activities
  • Key Partnerships
  • Cost Structure


Executive Summary (Write last after plan is written)

  • The nature and size of the opportunity
  • The company
  • Your product or service (Including value proposition)
  • The market & how you will reach them
  • The management team and current state of your business
  • Financial projections, investment requirements and returns prospects
  • The action you want, and your time line


Values, Mission, Vision

  • Values:
    • ~5 – 6 values that are most important to you.
    • Complete description of each value so that it is very clear
  • Mission:
    • Your Mission Statement

  • Vision:
    • Your measurable milestones in 3 – 5 years (bullets).

  • Triple Bottom Line philosophy (If it applies to your plan).

Products & Services

  • Products:
    • A complete description of the product
    • Physical characteristics and features
    • Advantages
    • Quality
    • What customer job is being completed with the product?
    • How the product works & is used
    • What the customer experiences when using the product
    • Benefits to the customer
    • Ultimate Benefits to the customer
    • Unique value proposition (for the customer)
    • Product differentiation (from competitors)
  • Services:
    • A complete description of the service
    • Features
    • Advantages
    • What customer job is being completed with the service?
    • The service process
    • What the customer experiences during or from the service
    • Benefits to the customer
    • Ultimate Benefits to the customer
    • Unique value proposition (for the customer)
    • Service differentiation (from competitors)


Market Research

  • Industry Analysis:
    • A complete description of your industry
    • Industry trends
    • Pricing environment
    • Barriers & Issues
    • Opportunities & Threats for your industry
    • Other industry information that is pertinent to your business
  • Target Market/Consumer Customer Analysis:
    • A detailed profile for each target customer segment to include:
    • Description including demographics
    • Psychographics:  Lifestyle & Values (The Empathy Map)
    • How they purchase or make purchase decisions
    • Geography & Size of Market
    • Other Pertinent Information
  • Target Market/Business to Business (B2B)
    • A list of the types of businesses that will want your products/services.  
    • List the unique requirements for each type of business.
    • Prioritize list if it is large.
  • Competitive Analysis: Complete the following for 5 -6 key competitors:
    • General overview of competitive environment
    • Your insights on each competitor to include:
      • Name & Location
      • Offerings and how the offerings differ from your offerings
      • Pricing strategies
      • Marketing Strategies
        • How do they market their offerings?
        • Website Review
        • Social Media Presence & Strategy
      • Strengths & Weaknesses
      • Comparison of your business to this competitor
      • Competitor’s Competitive Advantage
      • Your Competitive Advantage vs. this competitor
      • Other pertinent information as it pertains to your business

Analysis of Laws & Regulations:

  • Applicable laws and regulations that are particular to your business that require additional planning for full compliance


Context Map Canvas Complete the Context Map Canvas in the following categories:

  • Demographic Trends
  • Rules & Regulations
  • Economy & Environment
  • Competition
  • Technology Trends
  • Customer Needs
  • Uncertainties


Marketing & Sales Plan

Your Marketing Strategy

  • Your Brand

    • Clear description of your Brand (Your brand promise, what your brand represents, what your brand delivers to your customers, how your brand is different)
    • Your Brand Mind Map
  • Your Marketing Messages (General message and one for each customer segment and influencer)

  • Your Marketing Communications Plan (for each customer segment & influencers)
    • Your business Image (Business Image Mind Map)
    • Your customer service philosophy and process (Customer Service Mind Map)
    • Your website outline
    • Your pricing strategy
    • Customer Journey Map for each Customer Segment
    • Marketing Communications Tactics for Customers & Influencers (3 – 5)
      • Each marketing communications tactic
      • Purpose of each tactic
      • Message (top line) for each tactic
      • Expected results of each tactic
      • First year marketing calendar  

Your Sales Plan

  • Your sales process
  • Your sales calendar


Your Marketing & Sales Goals

  • Your Marketing & Sales Goals for the first year to include metrics for each goal.


Business Operations Plan

  • Business Processes – Flow Charts or Outlines
  • Experience Maps
  • Real Estate Description & Issues
  • Hours of Operation
  • Procurement & Supplier Plan
  • Inventory Management & Control Plan
  • Risk Management issues that are unusual & pertinent to the business
  • Laws & Regulations – Compliance and Reporting Plan
  • Computers, Business & Financial Systems
  • Billing, Credit Terms and Collection Process
  • Research & Development Plan
  • Operations Performance Metrics
  • Management Plan
  • Organization & Personnel Plan
  • Professional Assistance (Accountant, Attorney, Systems Expert)
  • Your Start Up Plan and checklist

Scaling/Expansion & Exit Plans

Outline your high level plans to scale and expand your business.  (Details will be added at a later date.)

  • What is your short-term exit plan if the business does not perform to your expectations?
  • What is your long-term exit plan for the business?

Financial Plan

  • Historical Financial Statements (Existing Business) – 2 Years
  • Tax Returns (Existing Business) – 2 Years
  • Revenue Driver Analysis
  • Cost Driver Analysis
  • Financial Forecast – 3 Years (1 year if not using for lenders or investors):
    • Assumptions
    • Sales (or Gross Margin) Forecast Schedule
    • Income Statement
    • Cash Flow Statement
    • Day 1 Balance Sheet
    • Balance Sheet at the end of each year
  • Breakeven Analysis
  • Sensitivity Analysis
  • Start-Up Sources & Uses of Funds Schedule
  • Financial Milestones
  • Financing Plan
Business Plan Outline and Checklist