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Every business needs a systematic sequence of steps to steer it in the right direction. Before this happens, it is crucial to identify business needs and plan and identify issues within a business. After this happens, the scope and the decisions on the changes to the business have to be considered. This sets out a basis for planning revenue streams.
Imagine working towards building a massive business only to realize that the roads are filled with blocks owing to a lack of clarity or poor forecasting; sounds bad, right?Â
Every detail needs to be properly incorporated into the planning before the work on building a final blueprint kicks in and devising the final operational model starts. That would also ensure equal clarity for all members involved in building the business value proposition.
If you are looking for blueprint templates, you are in the right place. Continue reading to get a better idea of what these templates really cover, and we are sure they’ll be really helpful to you.
Template 1: Purpose of blueprint to optimize business operations and increase revenuesÂ
This template helps in seeing the purpose of the blueprint to enhance the business operations. The operations are directed in a way to increase revenue. The first step is to understand the basic structure of the organization and define the roles and responsibilities within the organization. The second step is determining the management structure and analyzing the business model of the organization. Post this, various business metrics are defined to measure the business performance. Every step should be defined, and that would give a clear picture of the actions to be taken for the growth of the organization via strategic planning.
Template 2: Introduction to the corporate business playbook
This template helps in providing an overview of the corporate business playbook as it displays an introduction to the same. The representations displayed in a tabular manner help define the organizational structure better. Understanding the key elements of business is important for an entrepreneur, and the playbook helps define the same. Parts of the playbook include an overview and introduction of the organization process followed by a definition of the organization's roles, responsibilities, and governance structure. The third part would be understanding and analyzing the business model canvas and policies.Â
Template 3: About the organisationÂ
This template helps give detailed insight into the organization and when it was founded, along with the services that it provides, its geographical presence, and the total number of employees. An introduction about the company gives the intent behind setting up the company and how it has progressed over the years. Highlighting the main services that could be related to fintech applications. Budget management or even a scan ‘n’ pay facility could show the key competencies of the firm. The geographical expansion plan, headquarters, total employees, and everything else can be highlighted using this template.
Template 4: Our vision, mission, and values
For every company that is growing or even has reached a certain peak, it is important that it stays true to its vision, mission, and values. That helps in surviving in the long run and builds a stronger confidence. This slide will help in showing the mission statement of the organization along with the core values of the firm. The vision will be established with the aim of solving a problem. The mission is to be the largest fintech company. The values are the basic grounding path - equality and proper opportunity, etc.- and can be decided based on which company will function. That also acts as a parameter for building a growth strategy.Â
Template 5: Our financial details
This template shows the key financial details of the organization. The provided graphs display the gross profit margin, earnings per share, and revenue of the organization for the past three years. Gross profit margins should show data across multiple years, which would help in seeing company growth. The earnings per share data helps in seeing an expected growth or decline in data across years. Revenue is a massive parameter that allows us to see what the company is doing in a comparative market and have a risk management strategy.Â
Template 6: Defining roles and responsibilitiesÂ
This template helps define the RACI or responsibility, as well as the accountable, communicated, and informal matrix—the key activities of business along with various departments and designations. The business activities range from marketing, finance, operations, and activities around Human Resources. The general business operations include an executive sponsor, project sponsor, steering committee, etc. Marketing team members include tech lead, functional lead, etc. IT team members include developers, administrative support, etc. The rest could be consultants, PMOs, etc.
Template 7: Organisation strategy and process
Organizational strategy and process are essential parts of a business playbook as they define the strategy structure, system, and inner workings of the organization. The slide is aligned with the vision and mission, with a serial channel that includes strategy, structure, system, and process. The business vision and mission under strategy define corporate and business functions, the structure includes defining roles and responsibilities, and the system shows identifying and procuring IT tools for business operations. All of these work in close relation with each other to get a solid outcome. That would set a bar for performance metrics as well.Â
Template 8: Corporate hierarchical structural strategy
The purpose of the template is to show the organization's corporate-level strategy. It shows the various business levels and the special business unit. The corporate level includes the board of directors, CEO, etc. The corporate levels are divided into business levels: SBU 1, SBU 2, and 3. These are then divided into functional levels, which include marketing, finance, operations, etc. The operations director, associate director, team lead, and marketing would also have similar designations. The designations placed under all strategy teams will help in seeping into the detailed functioning.Â
Template 9: Management functions
The purpose of this template is to highlight the functions of management as it shows major functions such as planning, controlling, staffing, and organizing. Management is a function of planning - deciding on day-to-day activities and developing a functional and working business model; controlling would be defining the corporate governance model; staffing would be defining roles and responsibilities in the organization. Organizing is getting managerial actions sorted together. These functions should be planned as per the company’s goals and clearly stated so that everyone can take directive actions. Resource allocation also happens on a similar decision-making basis.
Template 10: Business Governance model
A good governance model helps manage an organization effectively. The various levels of governance and the role of each member in this business can be clearly stated. The corporate governance segment has a board of directors, a business unit management team, and an executive board. IT governance has project steering groups, service portfolio steering groups, IT steering groups, and project portfolio steering groups. Key takeaways can be put into a systematic matrix with designations and roles that help make planning easier.Â
Final Word
We hope you’ll have an easy time planning your business blueprint design using these templates. They are 100% customizable and can be tweaked to suit your needs best. We keep coming up with useful templates that make your work so much easier. Keep visiting this space to get your hands on these templates. Until next time!Â
