short film business plan template

How to Write a Film Business Plan in 2024 (+ Examples)

Discover how to create an effective film or movie production business plan for 2024, ensuring your project stands out in the competitive cinema industry.

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Short answer

What is a film business plan?

A film business plan outlines the financial, operational, and marketing strategies of a film project.

It serves as a blueprint for production and a tool to attract investors, detailing budget, target audience, distribution, and potential returns.

You must rule the business field, otherwise your film fades into obscurity

Why do some films soar while others sink into the abyss of forgotten dreams? Is it just the whims of fate, or is there a missing piece in the puzzle that dictates this divide? The truth hits harder than one might expect: neglecting a solid film business plan can silently torpedo even the most promising projects.

In the fiercely competitive realm of cinema, overlooking the strategic underpinnings of film production doesn’t just risk obscurity-it nearly guarantees it.

This blog post unfolds the blueprint to wielding a film business plan as your most potent weapon, ensuring your cinematic vision doesn’t just flicker in the dark but blazes brightly for the world to see.

How to make an effective film business plan?

An effective film business plan is more than just paperwork; it's the roadmap to your project's success.

It blends vision with reality, guiding you and convincing others of your film's potential.

Here’s what makes it work:

Set clear targets

Before diving into the numbers and marketing strategies, you need to define what success looks like for your film.

This foundation will guide every decision you make moving forward.

Specify film goals: Are you aiming for festival acclaim, box office success, or critical recognition? Define this early on.

Establish benchmarks: What milestones must you hit during production and post-production to stay on track?

Measure success: Decide how you'll evaluate the success of your film, whether through audience reach, revenue, or awards.

Craft your budget

A well-thought-out budget is critical to securing funding and managing your resources efficiently.

It reflects the cost of turning your vision into reality and demonstrates financial acumen to potential investors.

Detail expense allocation: Break down your budget into categories like pre-production, production, post-production, marketing, and distribution.

Forecast production costs: Estimate the costs associated with each phase, including cast and crew salaries, location fees, set design, and equipment rental.

Secure financial backups: Plan for unexpected expenses by setting aside a contingency fund. This proactive approach reassures investors that you’re prepared for unforeseen challenges.

Analyze the market

Understanding the marketplace and where your film fits within it is crucial for positioning and eventually selling your film.

Pinpoint target demographics: Who is your film for? Identifying your audience informs your marketing strategy and distribution plan.

Study market competitors: Analyze films similar to yours that have succeeded or failed. What can you learn from them?

Track industry trends: Stay updated on shifts within the film industry, from emerging genres to changes in consumer behavior and distribution platforms.

Plan distribution

A distribution strategy outlines how you’ll bring your film to your audience, making it a critical component of your business plan.

Select distribution channels: Will your film be released in theaters, streamed online, or both? Each platform offers different advantages and challenges.

Schedule release phases: Timing can impact your film’s success. Plan your release around film festivals, awards seasons, or other strategic dates.

Project revenue streams: Estimate how much revenue your film will generate from each distribution channel. This projection helps in setting realistic financial goals and appealing to investors.

8 key components every film business plan needs

Crafting a film business plan is like drawing a map for your project's journey to success.

Here are the essential components you need to include to thrive in the competitive landscape:

Executive summary : Start with a bang! Your summary should hook readers by succinctly presenting the film's concept, its unique selling points, and why it's bound for success.

Financial projections: Show me the money. Include detailed forecasts covering production costs, marketing expenses, and potential revenue. Use clear, digestible figures.

Market analysis: Know your battlefield. Dive deep into the film industry's current landscape, identifying trends, opportunities, and potential challenges.

Target audience: Who's watching? Define your primary viewers by demographics, interests, and viewing habits, tailoring your film to meet their expectations.

Production timeline: What's the plan? Provide a clear timeline for pre-production, shooting, post-production, and release, ensuring a roadmap to follow.

Team bios: Who's behind the magic? Highlight the experience, achievements, and roles of key team members. The team bio slide demonstrates why they're right for the project.

Risk management: Prepare for the unexpected. Identify potential risks, from budget overruns to delays, and how you plan to mitigate them, ensuring you're ready for anything.

Marketing and distribution plan: Get the word out. Outline your strategy for promoting your film, incorporating marketing plan templates to enhance your approach. From social media campaigns to film festivals, detail how you plan to distribute it.

7 film business plan examples for winning partners and investors

These seven examples focus on showcasing the project's distinctive features, proving market appeal, and highlighting past achievements.

They also offer thorough financial forecasts, detailed strategies for distribution, present marketing tactics, and stress the team's dedication and expertise.

1) Documentary proposal

Outline your vision for a gripping documentary that connects deeply with viewers and investors.

Market focus: Targets audiences interested in real-world issues, educational content, and social change. The proposal underscores the documentary's relevance and potential impact on society.

Operational model: Highlights on-location filming, expert interviews, and archival footage. It emphasizes storytelling technique and narrative structure.

Financial projections: Outlines funding needs for research, travel, and post-production editing. It details potential funding sources like grants, crowdfunding, and sponsorships.

2) TV series pitch deck

Present your TV series’ unique world and characters in a way that grabs attention and excites networks.

Market focus: Aim at specific demographics craving serialized storytelling. It showcases the series' unique selling proposition and potential for audience engagement.

Operational model: Describes the production setup, episode scheduling, and potential for multiple seasons. It emphasizes character development and plot arcs.

Financial projections: Project revenue from advertising, syndication, and streaming platforms. It calculates production costs per episode and potential ROI.

3) Movie pitch deck

Showcase your movie's potential with a visually striking pitch that highlights its blockbuster appeal.

Market focus: Targets movie-goers looking for specific genres or themes. The pitch deck captures the film's appeal and its fit in the current cinematic landscape.

Operational model: Details the filming timeline, post-production process, and key creative talents involved. It highlights cinematography, special effects, and soundtrack.

Financial projections: Estimates box office earnings, streaming rights sales, and ancillary revenues. It includes budget requirements for production and marketing.

4) Film production proposal

Detail the step-by-step journey of bringing your film from concept to screen, ensuring clarity and confidence.

Market focus: Caters to investors and stakeholders with an interest in backing profitable film projects. It outlines the film's market potential and target audience.

Operational model: Outlines pre-production planning, shooting schedule, and post-production workflow. It stresses efficiency, innovation, and quality control.

Financial projections: Details budget allocation, expected funding sources, and return on investment timelines. It emphasizes cost control and revenue maximization strategies.

5) Film sponsorship proposal

Demonstrate how partnering with your film offers sponsors a unique opportunity to engage with their target audience.

Market focus: Target brands and businesses looking to align with the film's theme or audience for promotional benefits. It illustrates demographic alignment and marketing opportunities.

Operational model: Describes promotional activities, branded content integration, and sponsor visibility throughout the film and its marketing materials.

Financial projections: Details sponsorship tiers, benefits for each level, and expected contribution towards the film's budget. It underlines the mutual value exchange.

6) Comedy show proposal

Pitch your comedy show as the next big hit, emphasizing its humor, format, and audience appeal.

Market focus: Aim at viewers seeking entertainment, humor, and relief from everyday stresses. It underscores the show's comedic style and potential fan base.

Operational model: Highlights the format, frequency of episodes, and comedic talent involved. It details the production setup for live performances or studio recordings.

Financial projections: Project revenue from ticket sales, streaming platforms, and merchandise. It outlines budget requirements for talent, production, and marketing.

7) Short film proposal

Concisely convey your short film's narrative, style, and impact to capture the interest of festivals and financiers.

Market focus: Targets film enthusiasts, festivals, and digital platforms looking for innovative, concise storytelling. It details the short film’s thematic uniqueness and appeal.

Operational model: Describes the compact production schedule, creative process, and distribution strategy for film festivals and online viewing.

Financial projections: Estimates production costs, potential prize winnings, and revenue from online distribution. It includes funding strategies such as crowdfunding or grants.

How can you design a film business plan?

A film business plan is akin to a movie trailer, designed to showcase and persuade.

It outlines the project's path, from concept to distribution, emphasizing its unique aspects and potential success.

This plan details marketing strategies, financials, and audience engagement, serving as a blueprint for navigating the film industry and highlighting the project's viability and impact.

8 film business plan design tips:

1. Embrace scrollytelling

Scrollytelling , or scroll-based storytelling, brings your proposal to life, turning static information into an interactive journey.

This approach keeps readers hooked, transforming your business plan into an engaging story.

Here's a great example of scrollytelling in action:

2. Incorporate interactivity and multimedia

Move beyond traditional documents by including interactive elements like teaser trailers, character explorations, or virtual set tours.

These features not only spotlight your film's unique aspects but also maintain investor interest.

3. Use data visualization

Display market analysis, audience demographics, and financial forecasts with clear visuals.

Convert intricate data into straightforward graphs, charts, and infographics, making your strategy visually enticing and easy to understand.

Here's a great example of a data visualization slide:

4. Personalize your deck

Use tools that allow customization, such as integrating the viewer's name or tailoring content to specific investor queries.

Personal touches can create a deeper connection and show thorough attention to detail.

Here's an example of a personalized proposal slide:

5. Use cohesive branding

Ensure your business plan mirrors your film's branding through consistent colors, fonts, and imagery.

This not only improves aesthetic appeal but also immerses your audience in the world you're building.

Here's an example of a branded deck:

6. Design for all devices

In today's mobile-first world, your proposal needs to look great on any device.

Responsive design ensures that your proposal adapts to different screen sizes, providing a seamless experience whether it's viewed on a desktop, tablet, or smartphone.

Here's what a responsive deck looks like:

7. Highlight key information

Strategically present your business plan to emphasize crucial data.

Use content placement and highlights to direct focus to important details, allowing your key points to shine without overwhelming your audience.

8. Add interactive elements

Incorporate interactive elements like clickable tabs , expandable sections , or embedded ROI calculators that prospects can adjust to see the potential return on their investment.

These features not only make your proposal more engaging but also allow readers to explore your product in a way that's hands-on and make its benefits more tangible.

Here's what a static deck looks versus an interactive one:

Interactive film business plan templates

Drafting a film business plan is complex, requiring knowledge of your project, storytelling, and financial planning.

Interactive film proposal templates offer a structured start, saving you from design headaches and blank page woes. With customizable options, easily incorporate your film’s unique flair and specifics.

Explore our curated selection to kickstart your film business plan.

I am a Marketing Specialist at Storydoc, I research, analyze and write on our core topics of business presentations, sales, and fundraising. I love talking to clients about their successes and failures so I can get a rounded understanding of their world.

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The Minimalist Guide To Writing A Film Business Plan

Film business plan essentials, movie pitch deck vs. movie business plan, legal aspects of film business planning, private placement memorandum, movie business plan template, tl;dr (too long; didn’t read).

• FAQs on Film Business Plans

Film Business Plan Glossary

A film business plan is important to raise money for a movie. This document outlines how you plan to produce and sell your film.

It’s a confidential information overview that you’ll “leave behind” with prospective investors after pitching. And it needs to be solid.

If you’re like many filmmakers, you’ve likely come across at least a dozen examples of what should go into a film business plan created by film finance “gurus” who teach business planning but have never raised money for a movie.

Many of these people make an entire living creating movie business plans full of nonsense and stuff that doesn’t work in the real world.

If this describes your plan, you are not alone.

As a result of all the terrible movie business plan information, many filmmakers get it wrong. So the first thing you need to do is stop listening to idiots. The second thing you need to do is cut your plan down to the essentials.

Take a few minutes and write out the following:

• Executive Summary: A snapshot of your film and team.
• Project Synopsis: The pitch.
• Hypothetical Investment Return: How the investment could pay off.
• Distribution Fees Example: A look at revenue sharing.
• Timeline/Production Plan: Key milestones.
• Bios/Resumes: Who’s on board?
• Budget Top Sheet: The financial outline.
• Supporting Article: Why this film, why now?
• Risk Management Details: The risks and the plan to tackle them.
• Contact Info: Get in touch.

You might ask: “What if I just want to make movies and sell my movie?”

My response: “1995 called, and they want their dumb distribution plan back.”

You might run into info about movie pitch decks when you’re looking up how to create a movie business plan. But remember, they are not the same thing.

A movie pitch deck is a quick, visual look at your film. It’s not for the money people or investors. It’s for creative people, like directors and actors. It’s about giving them a feel of the story and style. And hope that you can entice them to work with you.

On the other hand, a movie business plan is all about the details. It talks about money, timelines, and marketing.

This is stuff that investors care about.

It’s your way of showing them how your film can succeed and make money. And importantly, it’s about showing them that you’re a professional.

And although it’s detailed, a movie business plan is not a contract. It’s just a way to show potential investors what you’ve got planned and how you aim to pull it off .

Creating a film business plan is a crucial step, but getting the funding requires more than just a well-laid plan.

In the U.S., laws are in place to protect investors from fraud. The Securities and Exchange Commission (SEC) oversees this, ensuring people aren’t tricked into shady investments.

You’ll need to decide on the legal structure for your film’s business side. It could be a corporation, an LLC, or something else, each with its rules and benefits.

Get a good entertainment lawyer to help you through this.

Doing this will not only help you stay compliant, but doing things right also boosts your project’s credibility in the eyes of potential investors.

They’ll see a well-structured, professionally managed venture ready for investment. In this regard, the name of the game is compliance, transparency, and trust.

Your attorney will advise you on the steps you need to take before investors can fund your film . These steps usually include paperwork and other legal requirements.

Discover The FIVE Essential Film Funding Tactics  

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Sometimes, your attorney may draft up a set of documents called a private placement memorandum. Like a film business plan, your PPM will outline the goals for your film.

It will explain the possible upside to your project. But unlike a business plan (a confidential information overview), it doesn’t sugar-coat things.

It lays out the risks. That way, anyone considering putting money into your film knows exactly what they’re getting into.

It is easy to feel overwhelmed when it comes to raising money. If that describes you, check out this business plan template .

Why Choose Movie Plan Pro?

Movie Plan Pro is more than just a template. It’s a comprehensive guide based on Tom Malloy’s experience raising over $25 million to produce multiple feature films.

Unlike the majority of templates out there, this movie business plan template is simple. Using it will help you quickly finish your film business plan so that you can focus on the next steps of the process.

• User-Friendly: Movie Plan Pro is designed to be intuitive and easy to use, ensuring that filmmakers can finish the plan fast.
• Comprehensive: It covers every aspect of a professional film business plan.
• Proven Success: Backed by Tom’s track record of securing film financing, users can access tried-and-tested tactics.

With Movie Plan Pro, filmmakers are not just filling in the blanks but are guided through creating a plan tailored to their specific film project.

Each section is complemented by tips and examples that breathe life into the plan, making it a dynamic tool for securing funding.

With Movie Plan Pro , ensure that your film business plan is comprehensive, compelling, and investor-friendly. Getting money to make your film begins with a plan, and there’s no better companion than Tom Malloy’s Movie Plan Pro.

Here’s a quick overview of what goes into a movie business plan:

A film business plan is vital for securing funding focusing on essential content like team, budget, marketing, and sales strategy. Legal compliance and consultation with an attorney are crucial for credibility. A clear, simple business plan template streamlines the process.

Film Business Plan Questions

Here are answers to common questions on crafting an effective film business plan. From the basics to legal compliance, we’ve got you covered. Let’s get started.

A film business plan outlines the budget, goals, and strategy to produce and distribute a film, targeting potential investors with detailed financial and operational information.

Be clear and concise, focusing on the budget, timeline, marketing, expected returns, legal compliance, and risk assessment.

A movie pitch deck is a visual presentation, giving a snapshot of a film project, typically aimed at creative professionals to attract collaborations.

A film business plan focuses on financial and operational aspects for investors. A pitch deck is a visual, concise overview for creative collaborators.

They ensure legal compliance and help set up the business structure, protecting filmmakers and investors.

A PPM is a document detailing the investment terms, risks, and rights for prospective investors. It’s an investment document.

Online resources offer various templates. Choose one focusing on essential elements to attract investors effectively. We recommend Movie Plan Pro .

These key terms are essential for understanding the film business planning process and the steps involved in raising funds for a film project.

• Film Business Plan : A document outlining how a filmmaker plans to produce and sell a film. It serves as a roadmap for the project and is presented to prospective investors after pitching.
• Budget : A financial plan that outlines how much money is needed for various aspects of the film’s production, including pre-production, shooting, post-production, marketing, and distribution.
• Target Audience : The specific group of people the film intends to reach and resonate with. Understanding the target audience is crucial for marketing and distribution strategies.
• Marketing Strategy : A plan that details how the film will be promoted to the target audience, including advertising, public relations, social media, and other promotional activities.
• Sales Strategy : The approach for selling the film to distributors, streaming platforms, or other outlets. It includes strategies for negotiating deals and securing distribution agreements.
• Securities and Exchange Commission (SEC) : A regulatory body in the United States that oversees securities markets and works to protect investors from fraudulent activities and scams.
• Legal Business Entity : A formal legal structure, such as a corporation or limited liability company (LLC), established to separate a film project’s assets and liabilities from the personal assets of the filmmaker.
• Private Placement Memorandum (PPM) : A set of documents prepared by an attorney that outlines a film project’s goals, potential returns, and inherent risks. It helps potential investors make informed decisions.
• Compliance : Adherence to laws, regulations, and guidelines, particularly in the context of securities laws and regulations, to make sure that a film project is credible and transparent to investors.
• Distribution Plan : A strategy for how the film will be released and distributed to audiences, including decisions about theatrical releases, streaming platforms, DVD sales, and international distribution.

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• Free Course

• How to Write a Film Business Plan
• Film Business Plan Template

How to Write a Film Business Plan is the Number 1 goal of most of our filmmakers, so we wrote a FREE How to Write a Movie Business Plan E-Course (sign up FREE right here and start immediately). Our entire Business Plan E-Course is also included in our Film Financing Manual , so if you're on the fast track to film financing and don't want to wait 8 weeks, get it all in the manual and go at your own pace.

Writing a business plan can be overwhelming to some, and while our FilmProposals Bundles & Toolkits will save you hundreds of hours with prewritten text and templates and speed up your learning curve by showing you how to complete complicated financial projections, there is still a lot of information to process. We designed this Film Business Plan Course to be sent once per week to break the process of writing your business plan into manageable pieces, and to keep you accountable and focused. In case you can't see the sign up form, try here .

Our goal is that no matter where you in the process of making your film, we help you to succeed with really understanding the entire business side of the film industry. Each week you'll receive your homework assignments, and if you follow along and stick to the plan, it will be 10 short weeks until you have a complete film business plan and are totally ready to approach the film investors we teach you to find.

Some areas the course covers are as follows:

The Company Section - Week 1

A business plan is only as good as the company or organization behind it, so you will have to remove your creative filmmaker thinking cap and be willing to think like and wear the hat of an investor...or be willing to hire people to do this for you. We show you exactly how to do this, where to find the right people for your film and how to best showcase all your team's talent in your Business Plan.

Top of How to Write a Film Business Plan

The Project Section - Week 2

Do you know what makes your independent film special and sets it apart from the others? Do you know the answer to this question in such a way that it makes it clear your film is a good investment? While your film may have a great social message or even its potential cast and production are merits you wish to highlight, know the investor reads every word in your plan with the mind and eye of a business person. We want to ensure the content of your plan continually reinforces there is a promising opportunity for return on investment and we show you how to make it look like your project does just that.

The Industry Section - Week 3

You should write your industry section as if you are describing the ins and outs of the industry to someone who does not know the film business at all. Statistics, history, industry successes, how and why the industry is growing, both domestically and internationally, and home video streaming trends are some of the areas you will cover in this part of the feature film business plan.

The Market Section - Week 4

One of the MOST important questions you are going to ask yourself while writing your your film business plan is, "Who is going to pay money to see your independent film?" Who is your target market? Where are they? How many of them are there? What are their movie-going habits? How and where do they spend their money? What are their other habits that might piggy-back well with film? We show you dozens of resources to help you answer these questions and make a compelling case to your investors that your film does, indeed, have solid market potential.

The Film Investment Section - Week 5

In order to effectively convince your film financing investors and build a solid feature film business plan, you will need to understand the ins and outs of film investment. Learn about multiple financing sources, such as cash, soft and hard money and multiple other ways of coming up with your negative pick up costs and how to show investors you've put real financial value into your project - even if you have NO cash to add!

Film Distribution Strategy - Week 6

How are you going to maximize the distribution of your film? Here is what the Wall Street Journal tells film investors when advising them on the BEST films in which to invest, "...as with any business investment, you want to see a well-conceived marketing and distribution plan that makes sense and isn't built on hope." We want YOU to have your own distribution plan that makes sense, whether traditional distribution S/VOD, TVOD and all the various combinations of distribution channels and release types.

How to Write a Film Business Plan - Financial Projections - Week 7

If you think the hard part of writing a film business plan is the Financial Projections, don't worry for a minute. We break this down for you in an easy to follow and understand format. We tell you what potential investors will expect to see, how to choose the correct films for comparison, all disclosures and risk statements required and much more.

Extra Tips and Next Steps - Week 8

What else do you need to know about writing a Film Business Plan? After this course, you will know so much more about YOUR film and about the movie business and film industry. We'll go through some additional investors, keys to film financing and leave you with all the right tools, tips and templates to complete your business plan.

• Preparing for Film Investors
• Movie Finance 101
• 10 Keys to Film Finance
• Film Finance for Independent Filmmakers
• Importance Of A Business Plan For Film Projects
• Film Investor Financing Templates
• What is a Producer's Package
• Filmmaker Legal Pack
• FREE How to Write a Film Business Plan Course
• Film Producer Definition
• Film Production Budget Tips
• First Film Budget
• Film Tax Incentives
• Film Production Terms Glossary
• Independent Film Sales Projections
• Six Things You Absolutely MUST Know before raising money
• Why You Can't Find Film Investors

Film Investor Guide

• Film Investor Ultimate Guide (For Filmmakers)
• Film Investor Primer (For Investors)
• 10 Things You MUST Do To Attract Film Investors
• Film Investor Business Plan Tips
• How to Find Film Investors
• Pitching to Film Investors
• Working With Film Investors
• Film Investor Tools & Templates

While our FilmProposals Bundles & Toolkits will save you hundreds of hours with prewritten text and templates and speed up your learning curve by showing you how to complete complicated financial projections, there is still a lot of information to process. We designed this FREE Film Business Plan Course to be sent once per week to break the process of writing your business plan into manageable pieces, and to keep you accountable and focused. In case you can't see the sign up form, try here .

FilmProposals - 2024 Financing Toolkits & Bundles

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Gold Toolkit

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• Financial Projections Template
• Business Plan Templates (Narrative & Documentary)
• Investor Agreement Outline
• Film Budget Template
• Indie Film Pitch Deck
• Custom Indie Film Database
• BONUSES (MPA Market Stats, Dealmaking, Investor Tips, ++ )
• Regular Price $303, Save $124

Gold Toolkit + Financials Bundle

• Full Gold Toolkit
• + Professional Sales Projections & Investor ROI (10 Films)
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• + Professional Sales Projections & Investor ROI -10 Films (Reg $499)
• + Film PPM Investor Agreement (Reg $499)
• + Filmmaker Legal Pack (Reg $129)
• Regular Price $1430, Save $231

Just want to thank you for your materials and help over the past year. I could not have raised the $1.5 million or made this film without the materials you provided. The bargain of my career! - James Sadwith, Producer, Writer, Director, Coming Through the Rye

Finished my deck on Friday. Got it into a few potential investor’s hands over the weekend, and by Monday had 3 out of the 10 available memberships spoken for at $160K each. The revenue projections and film comparable services by NASH, along with the business plan and pitch deck templates were instrumental in presenting the project in such a way that financially minded potential investors could understand the movie business, the market and how my project could possibly give them a substantial ROI. Melissa was amazing throughout the entire process. Always there to answer any questions. Couldn’t have done it without you guys. Can’t thank you enough. Best money I’ve ever spent. - Michael F, Executive Producer, Inside Sportfishing ( Gold + Financials Bundle )

FilmProposals Tools and Templates

• Film Financing Bundles
• Film Financial Projections Template
• Documentary Business Plan Template
• Film Financing and Investor Manual
• Film Investor Agreement Outline
• Film Investor Tip Sheet
• Indie Film Database
• FREE Business Plan E-Course

Film Business Plan Template

Written by Dave Lavinsky

Film Business Plan

Over the past 20+ years, we have helped over 1,000 entrepreneurs and business owners create business plans to start and grow their film companies.

In this article, you will learn some background information on why business planning is important. Then, you will learn how to write a film business plan step-by-step so you can create your plan today.

Download our Ultimate Business Plan Template here >

What is a Film Business Plan?

A business plan provides a snapshot of your film business as it stands today, and lays out your growth plan for the next five years. It explains your business goals and your strategies for reaching them. It also includes market research to support your plans.

Why You Need a Business Plan for a Film Company

If you’re looking to start a film business or grow your existing film company, you need a business plan. A business plan will help you raise funding, if needed, and plan out the growth of your film business to improve your chances of success. Your film business plan is a living document that should be updated annually as your company grows and changes.

Sources of Funding for Film Businesses

With regard to funding, the main sources of funding for a film business are personal savings, credit cards, bank loans, and angel investors. When it comes to bank loans, banks will want to review your business plan and gain confidence that you will be able to repay your loan and interest. To acquire this confidence, the loan officer will not only want to ensure that your financials are reasonable, but they will also want to see a professional plan. Such a plan will give them the confidence that you can successfully and professionally operate a business. Personal savings and bank loans are the most common funding paths for film companies.

Finish Your Business Plan Today!

How to write a business plan for a film business.

If you want to start a film business or expand your current one, you need a business plan. The guide below details the necessary information for how to write each essential component of your film business plan.

Executive Summary

Your executive summary provides an introduction to your business plan, but it is normally the last section you write because it provides a summary of each key section of your plan.

The goal of your executive summary is to quickly engage the reader. Explain to them the kind of film business you are running and the status. For example, are you a startup, do you have a film business that you would like to grow, or are you operating a chain of film businesses?

Next, provide an overview of each of the subsequent sections of your plan.

• Give a brief overview of the film industry.
• Discuss the type of film business you are operating.
• Detail your direct competitors. Give an overview of your target customers.
• Provide a snapshot of your marketing strategy. Identify the key members of your team.
• Offer an overview of your financial plan.

Company Overview

In your company overview, you will detail the type of film business you are operating.

For example, you might specialize in one of the following types of film businesses:

• Independent Film Production Company:  Smaller, “indie” film companies are outside the mainstream movie-making industry and have a unique artistic or creative vision.
• Documentary Film Production Company: Single-subject or category film companies are dedicated to creating non-fiction films that explore real-world topics, issues, or stories.
• Short Film Production Company: Short film companies showcase the storytelling skills of their artists and experiment with concise narratives.

In addition to explaining the type of film business you will operate, the company overview needs to provide background on the business.

Include answers to questions such as:

• When and why did you start the business?
• What milestones have you achieved to date? Milestones could include the number of customers served, the number of awards won by the films, or reaching a certain amount of revenue generated, etc.
• Your legal business structure. Are you incorporated as an S-Corp? An LLC? A sole proprietorship? Explain your legal structure here.

Industry Analysis

In your industry or market analysis, you need to provide an overview of the film industry.

While this may seem unnecessary, it serves multiple purposes.

First, researching the film industry educates you. It helps you understand the market in which you are operating.

Secondly, market research can improve your marketing strategy, particularly if your analysis identifies market trends.

The third reason is to prove to readers that you are an expert in your industry. By conducting the research and presenting it in your plan, you achieve just that.

The following questions should be answered in the industry analysis section of your film business plan:

• How big is the film industry (in dollars)?
• Is the market declining or increasing?
• Who are the key competitors in the market?
• Who are the key suppliers in the market?
• What trends are affecting the industry?
• What is the industry’s growth forecast over the next 5 – 10 years?
• What is the relevant market size? That is, how big is the potential target market for your film business? You can extrapolate such a figure by assessing the size of the market in the entire country and then applying that figure to your local population.

Customer Analysis

The customer analysis section of your film business plan must detail the customers you serve and/or expect to serve.

The following are examples of customer segments: individuals, schools, government entities, and corporations.

As you can imagine, the customer segment(s) you choose will have a great impact on the type of film business you operate. Clearly, individuals would respond to different marketing promotions than corporations, for example.

Try to break out your target customers in terms of their demographic and psychographic profiles. With regard to demographics, including a discussion of the ages, genders, locations, and income levels of the potential customers you seek to serve.

Psychographic profiles explain the wants and needs of your target customers. The more you can recognize and define these needs, the better you will do in attracting and retaining your customers.

With Growthink’s Ultimate Business Plan Template you can finish your plan in just 8 hours or less!

Competitive Analysis

Your competitive analysis should identify the indirect and direct competitors your business faces and then focus on the latter.

Direct competitors are other film businesses.

Indirect competitors are other options that customers have to purchase from that aren’t directly competing with your product or service. This includes large-scale movie film productions, and movies made for digital audiences only. You need to mention such competition, as well.

For each direct competitor, provide an overview of their business and document their strengths and weaknesses. Unless you once worked at your competitors’ businesses, it will be impossible to know everything about them. But you should be able to find out key things about them such as

• What types of customers do they serve?
• What type of film business are they?
• What is their pricing for their audience (premium, low, etc.)?
• What are they good at?
• What are their weaknesses?

With regards to the last two questions, think about your answers from the customers’ perspective. And don’t be afraid to ask your competitors’ customers what they like most and least about them.

The final part of your competitive analysis section is to document your areas of competitive advantage. For example:

• Will you provide options for digital audiences?
• Will you offer services that your competition doesn’t?
• Will you provide better customer service?
• Will you offer better pricing?

Think about ways you will outperform your competition and document them in this section of your plan.

Marketing Plan

Traditionally, a marketing plan includes the four P’s: Product, Price, Place, and Promotion. For a film business plan, your marketing strategy should include the following:

Product : In the product section, you should reiterate the type of film company that you documented in your company overview. Then, detail the specific products or services you will be offering. For example, will you provide subject-specific film production, cameo digital film production, or foreign language films?

Price : Document the prices you will offer and how they compare to your competitors. Essentially in the product and price sub-sections of your plan, you are presenting the services you offer and their prices.

Place : Place refers to the site of your film company. Document where your company is situated and mention how the site will impact your success. For example, is your film business located in a busy creative art district, a business district, or a standalone building? Discuss how your site might be the ideal location for your film production and the customers you serve.

Promotions : The final part of your film marketing plan is where you will document how you will drive potential customers to your location(s). The following are some promotional methods you might consider:

• Advertise in local papers, radio stations and/or magazines
• Reach out to websites
• Distribute flyers in local art shops
• Engage in email marketing
• Advertise on social media platforms
• Improve the SEO (search engine optimization) on your website for targeted keywords

Operations Plan

While the earlier sections of your business plan explained your goals, your operations plan describes how you will meet them. Your operations plan should have two distinct sections, as follows.

Everyday short-term processes include all of the tasks involved in running your film business, including answering calls, planning and creating filming schedules, paying salaries, etc.

Long-term goals are the milestones you hope to achieve. These could include the dates when you expect to premiere your first film, or when you hope to reach $X in revenue. It could also be when you expect to expand your film business to include major production films.

Management Team

To demonstrate your film business’ potential to succeed, a strong management team is essential. Highlight your key players’ backgrounds, emphasizing those skills and experiences that prove their ability to grow a company.

Ideally, you and/or your team members have direct experience in managing film businesses. If so, highlight this experience and expertise. But, also highlight any experience that you think will help your business succeed.

If your team is lacking, consider assembling an advisory board. An advisory board would include 2 to 8 individuals who would act as mentors to your business. They would help answer questions and provide strategic guidance. If needed, look for advisory board members with experience in managing a film business or successfully running a small indie film company.

Financial Plan

Your financial plan should include your 5-year financial statement broken out both monthly or quarterly for the first year and then annually. Your financial statements include your income statement, balance sheet, and cash flow statements.

Income Statement

An income statement is more commonly called a Profit and Loss statement or P&L. It shows your revenue and then subtracts your costs to show whether you turned a profit or not.

In developing your income statement, you need to devise assumptions. For example, will you produce your first film in less than a year, or will you produce a large-scale film in 5 years? And will sales grow by 2% or 10% per year? As you can imagine, your choice of assumptions will greatly impact the financial forecasts for your business. As much as possible, conduct research to try to root your assumptions in reality.

Balance Sheets

Balance sheets show your assets and liabilities. While balance sheets can include much information, try to simplify them to the key items you need to know about. For instance, if you spend $50,000 on building out your film business, this will not give you immediate profits. Rather it is an asset that will hopefully help you generate profits for years to come. Likewise, if a lender writes you a check for $50,000, you don’t need to pay it back immediately. Rather, that is a liability you will pay back over time.

Cash Flow Statement

Your cash flow statement will help determine how much money you need to start or grow your business, and ensure you never run out of money. What most entrepreneurs and business owners don’t realize is that you can turn a profit but run out of money and go bankrupt.

When creating your Income Statement and Balance Sheets be sure to include several of the key costs needed in starting or growing a film business:

• Cost of filming equipment
• Payroll or salaries paid to actors and staff
• Business insurance
• Other start-up expenses (if you’re a new business) like legal expenses, permits, computer software, and equipment

Attach your full financial projections in the appendix of your plan along with any supporting documents that make your plan more compelling. For example, you might include your movie set location lease or a list of props your business owns.

  Summary Writing a business plan for your film business is a worthwhile endeavor. If you follow the template above, by the time you are done, you will truly be an expert. You will understand the film industry, your competition, and your customers. You will develop a marketing strategy and will understand what it takes to launch and grow a successful film business.

Film Business Plan FAQs

What is the easiest way to complete my film business plan.

Growthink's Ultimate Business Plan Template allows you to quickly and easily write your film business plan.

How Do You Start a Film Business?

Starting a Film business is easy with these 14 steps:

• Choose the Name for Your Film Business
• Create Your Film Business Plan
• Choose the Legal Structure for Your Film Business
• Secure Startup Funding for Your Film Business (If Needed)
• Secure a Location for Your Business
• Register Your Film Business with the IRS
• Open a Business Bank Account
• Get a Business Credit Card
• Get the Required Business Licenses and Permits
• Get Business Insurance for Your Film Business
• Buy or Lease the Right Film Business Equipment
• Develop Your Film Business Marketing Materials
• Purchase and Setup the Software Needed to Run Your Film Business
• Open for Business

Where Can I Download a Free Business Plan Template PDF?

Click here to download the pdf version of our basic business plan template.

Our free business plan template pdf allows you to see the key sections to complete in your plan and the key questions that each must answer. The business plan pdf will definitely get you started in the right direction.

We do offer a premium version of our business plan template. Click here to learn more about it. The premium version includes numerous features allowing you to quickly and easily create a professional business plan. Its most touted feature is its financial projections template which allows you to simply enter your estimated sales and growth rates, and it automatically calculates your complete five-year financial projections including income statements, balance sheets, and cash flow statements. Here’s the link to our Ultimate Business Plan Template.

  OR, Let Us Develop Your Plan For You Since 1999, Growthink has developed business plans for thousands of companies who have gone on to achieve tremendous success.

Click here to hire someone to write a business plan for you from Growthink’s team.

Other Helpful Business Plan Articles & Templates

Film Business Plan: A Guide for Filmmakers

A film business plan is a comprehensive document that outlines the various aspects of a film project. It serves as a roadmap for the film's production, distribution, and financial projections. This plan is vital for attracting investors and producers, as it demonstrates the project's viability and potential for success.

Here are the key elements to include:

• Overview of the film’s concept and uniqueness.
• Market analysis and target audience.
• Detailed budget and funding requirements.
• Marketing and distribution strategies.
• Projected financial returns.

How to Develop Your Film Business Plan

Developing a film business plan requires thorough research and a clear understanding of your film's potential market. Start by analyzing successful films in similar genres to understand what attracts audiences and investors. Then, tailor your plan to highlight your film's unique aspects, ensuring it stands out in a competitive market.

Essential steps include:

• Conducting market research to identify your audience .
• Creating a realistic budget that includes all production costs.
• Devising a marketing strategy to generate interest and buzz.
• Outlining a distribution plan that maximizes revenue potential.

When to Present Your Film Business Plan

Timing is crucial when presenting your film business plan . Ideally, you should have a polished and thorough plan ready before meeting with potential investors or producers. This shows preparedness and professionalism, significantly increasing your chances of securing funding.

Consider these tips:

• Ensure your plan is complete and polished before any meetings.
• Present your plan early in discussions to establish credibility.
• Be prepared to answer detailed questions about your plan.

Where to Find Resources for Your Film Business Plan

Creating a film business plan can be daunting, but numerous resources are available to help. Look for templates and guides specific to the film industry. Additionally, consider consulting with industry professionals who can provide insights and feedback on your plan.

Helpful resources include:

• Online templates and guides tailored to film business plans.
• Workshops and seminars on film financing and production.
• Networking with industry professionals for advice and mentorship.

What to Include in Your Film Business Plan

A comprehensive film business plan should include several key sections. Each section plays a vital role in presenting a complete picture of your film project to potential investors.

Key sections to include:

• Executive Summary: A brief overview of your film project and its potential.
• Story Concept: A detailed description of the film's plot, characters, and setting.
• Market Analysis: Data and analysis of your target audience and film genre.
• Production Plan: Timeline, location, and logistics of the film production.
• Financial Projections: Detailed budget and revenue forecasts.

Summary: The Key to a Successful Film Business Plan

The key to a successful film business plan lies in its ability to convincingly present your film project as a viable and profitable venture. It should be well-researched, professionally structured, and clearly communicate your film's potential to investors and producers.

How detailed should the financial projections be in a film business plan?

They should be as detailed as possible, including budgets, funding requirements, and projected returns.

Can a film business plan guarantee funding?

While it doesn't guarantee funding, a well-crafted plan significantly increases the likelihood of securing investment.

Should the business plan include information about the film's cast and crew?

Yes, including details about key cast and crewmembers can add credibility and appeal to your plan.

How important is the market analysis section in the business plan?

It's crucial as it demonstrates an understanding of your audience and the film's market potential.

What makes a film business plan stand out to investors?

A unique film concept, clear financial projections, and a solid marketing strategy make a plan stand out.

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Film Business Plan Sample

Published Aug.12, 2015

Updated Apr.22, 2024

By: Jakub Babkins

Average rating 5 / 5. Vote count: 2

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Table of Content

The entrepreneur who owns a film production company has likely been through the film company business plan development process at least once. However, this particular type of business is a bit different than most other businesses because each film project is likely to need investors. That means a unique film business plan is required each time a new film is produced.

Designing a Successful Film Business Plan

Needless to say the production company owner has a lot riding on the quality of the film business plan. Investors interested in funding films do so only when a best bussiness plan contains the elements of a successful film production, like a well-written script, experienced crew members, and good starring talent

The film industry is very competitive, meaning potential investors expect the producer to have a detailed production, marketing, and distribution plan, among other success factors. Investors will look for:

• Product: Tested script – The script is a crucial component of the final product – the film. It should be read multiple times by a variety of people, including actors and producers, to test interest and quality, and to get an assessment as to whether the anticipated costs match the complexity of the script.

• Shooting schedule – The shooting schedule not only influences the film budget, it impacts the timeframe investors can expect to get a return on their investment.

• Distribution plan – This section describes the process used to distribute the film and how distribution rights are designed. There are many possible distribution channels today, including pay-per-view, big-screen theaters, cable companies, DVD, and others.

• Marketing plan – It takes careful and inspired marketing to target the population segment most likely to appreciate the film. In this case, marketing will address how the film compares to other films of the same genre, the advertising and marketing strategies developed, the cost of marketing, and so on.

• Financial plan – The financial plan includes the cost of producing the film, but the entrepreneur must find a way to project revenues. One strategy is to determine the amount of sales made through distribution rights. Another business strategy services is to review what similar films generated in revenue. Resources like Box Office Mojo and Hollywood Reporter provide data concerning box office grosses.

Specific to the Industry

The film marketing plan includes the standard sections like the Executive Summary, Company Description, Management Summary, Operations Plan, Marketing Plan, and Financial Plan. However, it also needs to include the information specific to the film industry, like the film summary and film industry overview.

There are many investors willing to fund new creative entrepreneurs, if the film package is based on a film company business plan . Contact OGS Capital for assistance with development of the film business plan that can be used to apply for private investments, loans or grants, and crowdfunding. The business consultants at OGS Capital have the expertise needed to prepare a high-quality film package and a network of investor contacts. Fill in the short online contact form to get started.

Download Film Business Plan Sample in pdf

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Film Production Company Business Plan: The Complete Guide

The process of film production is a long and arduous one. It starts with the writing stage, where screenplays are written by a writer or multiple writers.

The screenplay typically has at least three acts that have to be edited for pacing and story development purposes. Once the script is finished, it’s time for pre-production!

There’s a lot of misconception about what film production really entails. This article will clear up some of the misconceptions and give you an idea of what it is like on set, as well as how to break into the industry.

FILM PRODUCTION COMPANY BUSINESS PLAN

What is a film production company business plan.

A film production company business plan is a document that can help you to get investors and loans from banks, but it’s also useful for you to see if your idea is viable. It helps you determine if it’s worth investing money, time, and effort.

Film production company business plans are documents that should be created before starting the business.

They will help you gain investors so you can start your film production company and make money out of your films.

A business plan should have all the necessary information about your film company , including the mission statement, executive summary, market analysis, funding request, financial projections, and management team.

Starting a film production company is an exciting venture that blends creative storytelling with the thrill of entrepreneurship.

Crafting a solid business plan is our roadmap to success, ensuring we navigate the complex landscape of the film industry with confidence.

We’ll jump into the essentials of a film production company business plan, from financial projections to marketing strategies.

Stick with us to learn how to lay the groundwork for a thriving production company that’s ready to take on Hollywood.

Executive Summary

When embarking on the exhilarating journey of starting a film production company, the executive summary stands as a pivotal introduction to the business plan.

It provides a snapshot of the company’s vision and objectives, ensuring that potential investors or partners grasp the core of what we’re building.

In our executive summary, we’ll outline the major points that distinguish our company, such as our unique storytelling capabilities and innovative distribution strategies.

We hone in on our competitive advantage – a blend of seasoned industry professionals and fresh talent that pushes the envelope of what’s possible in film.

We’ll also touch upon our foundational goals:

• Captivate a diverse audience with groundbreaking narratives,
• Create a slate of projects that showcase profitability and creative ingenuity,
• Establish a brand synonymous with quality entertainment.

Financial plans are succinctly summarized to demonstrate the strategic allocation of resources and the anticipated financial trajectory.

Here, investors will find confidence in our capability to manage budgets effectively and produce high-return projects.

Marketing strategies are briefly yet powerfully presented, showcasing how we plan to penetrate the market and gain substantial traction.

We outline our approach to leveraging social media , partnerships, and film festivals to amplify our presence and stake our claim in a crowded industry.

Each element of our executive summary is designed to pique interest and invite deeper exploration into our full business plan.

Through it, we lay the foundation for a dialogue with stakeholders that could translate into lasting support for our creative endeavours.

Company Overview

In the heart of our business plan lies the comprehensive Company Overview section, a detailed portrait of who we are and what we stand for.

As seasoned filmmakers at Filmmaking Lifestyle, we take pride in our ability to tell gripping stories through the lens of our cameras.

We offer a range of filmmaking services, but here’s a snapshot of our core offerings:

• Narrative Film Production – Our signature offering includes developing and producing feature films that resonate with audiences globally.
• Commercial Video Production – We craft compelling marketing videos that help brands tell their stories and engage with their target demographic.
• Innovative Content Creation – With the digital space evolving rapidly, we stay ahead of trends producing content that stands out in crowded platforms.

Our mission goes beyond the visual aesthetics; it’s about weaving narratives that leave a lasting impact.

Each project is an opportunity for us to push the envelope in creative storytelling.

At the core of our operation, we strive to achieve a convergence of artistic vision and commercial viability.

Anchored by a team of dedicated professionals, we bring diverse perspectives and skills to every production.

This synergy creates a fertile ground for innovative filmmaking.

Our work ethic revolves around a relentless pursuit of excellence and a commitment to staying on top of the latest industry advancements.

Focused on scaling our film production capabilities, we’re actively exploring emerging technologies and distribution channels to enhance our impact in the industry.

We’re all about staying ahead of the curve, making sure our films are not just seen, but remembered and revered.

With a portfolio that spans various genres and styles, our flexibility allows us to tailor our approach to each unique project.

Collaboration is key – by joining forces with talented writers, directors, and producers, we amplify our ability to craft unforgettable cinematic experiences.

Investing in our growth, we’ve equipped ourselves with state-of-the-art equipment and editing suites, ensuring professionalism and efficiency in our production workflow.

Convergence of art and technology is critical in our approach and is reflected in every piece of content we produce.

eventually, our Company Overview is not just an introduction to who we are; it’s an open invitation to jump deeper into the possibilities and potent potential of partnering with Filmmaking Lifestyle.

We’re here to bring visions to life and curate a portfolio of work that speaks volumes of our passion for filmmaking.

Vision And Mission

Matt Crawford

Related posts, why you should give people money in order to get better with filmmaking, film financing 101: the definitive guide, tv of the future: what to expect, how to earn money making videos: 7 steps to selling stock footage for profit, 10 productive habits that will give you more energy and improve your productivity, small business accounting: 7 steps to flawless video production company accounting.

Iam having a movie by the name from the streets to the world

Best of luck, Kelvin!

Matt .. would you have template of the Biz Plan .. and are you Fine with sharing the same? – AMAAN

Here’s an idea for a template: https://toskaproductions.com/wp-content/uploads/2013/06/TEA-Business-Plan.pdf

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FREE 11+ Sample Film Business Plan Templates in MS Word | PDF

Film Business Plan Templates provide the most professional ways of presenting your film production plan to competent investors. These templates make your job of presenting your film production plan in very authentic ways, giving ample scopes to the potential investors to focus on different aspects of this specialized business so that they could easily understand their gains in investing money in your film production business.

Film Business Plan

Sample business plan - 10+ examples in pdf, word, sample small business plan - 9+ documents in pdf, word, sample real estate business plan template - 6+ free documents ..., feature film business plan template.

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Size: A4, US

Feature Film business Plan

Documentary Film Business Plan

Documentary films are short films with specific social, cultural or political issues relevant to the current environment of a country or society. The template available here to present the documentary film plan is almost like a short business plan template. It does not go elaborately into the story of the film, but give focus on the subject matter and why this subject matter will get mass attention. You can also see  Career Progression Plan Templates .

Short Film Business Plan

Size: 732 KB

This short business plan template is just perfect for short films and documentaries. If you are planning to accumulate a lump sum amount by motivating more investors, then this template will help you to present a perfect film production plan. The business plan starts with an introductory letter that is to be cordially written to present how important this production is for you. You can also see  Personal Business Plan Templates .

The plan will contain all other necessary parts of the presentation like executive summary, status of the film maker, why this is a special film, how this film will be a popular one, marketing plan of the film maker, etc. All topics are written in short format, but in simple English for better understanding and easiness in reading.

Film Production Business Plan

Film production business is an immensely profitable sector. Many investors show their interest to invest in good films, but they could not progress much due to lack of sufficient information. Investors want their money to be secured and the return on investment to be quick enough. You can also see  Bakery Business Plan Templates .

This template will enable you to motivate great many big and small investors to invest in good films for quicker and better yields. Business plan so created includes everything that an investor would like to know, like opportunity in this sector, film production environment, basic resources required, marketing strategies, risk factors, etc.

Film Distribution Business Plan

Film distribution is a big business. It requires financially strong investors and lump sum money. Distribution of each film is like a project which needs huge manpower, including specific professionals who have years of experience and are famous for innovative ideas. The film distribution business plan will help you to present the immense opportunity hidden in this market and how investors would be able to multiply their invested money in short span of time.

Film Profit Business Plan

Size: 629 KB

Feature Film Business Plan Template

Size: 10 KB

Independent Film Business Plan

Size: 131 KB

A Perfect presentation is a primary need in film making or in the film distribution business. These professionally designed templates will enable you to motivate investors more intensively who would always like to understand their profits and risks at first and will only invest after getting cent percent assurance. Your presentation will make the job easier for yourself.

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Film Business Plan

Why do you need a business plan for your indie film? Filmmakers are supposed to be renegades and free-spirited. Who wants to be tied down outlining a tedious document when you can just grab a camera and shoot your own film. No investors, no pitch meetings, and a barebone idea for a script.

A film business plan is for a very specific group of filmmakers. Those who take their craft and careers seriously. At some point, you have to move on from creating short films and next to nothing features that never get any attention. You have that one script that you feel in your heart that can be the one that launches your career. The one you can not pull off by favors. The one that needs funding.

After spending years as a professional Line Producer (the nerd who does the film budget and manages the film) on numerous SAG signatories ranging from $75k, $150k, $300k, and $2 million and everything in between, I started getting really serious about how films actually get funded. The majority of the time the executive producer or film producer would just hire me once the film was financed. I didn’t have to pitch or find investors. But like most filmmakers, I wanted to produce my own film projects. Films that resonate with me. So I started digging. Reading every single book on the business of filmmaking, taking courses, consulting with more experienced film industry professionals, attending the film markets like AFM, NATPE, and Cannes. I’ve must have read over 100 business plans from every single business industry you can think of. Talking shop with other filmmakers who successfully funded their films. Then things started to unravel. I started deciphering those hidden clues on those indie films that actually got financed.

My approach to creating a film business plan package for my filmmaker clients is totally unique. It includes a professional business plan, pitch deck , movie poster , and a preliminary film budget . Let me walk you through my process.

It all starts with the screenplay . A well-crafted script leaves clues. Sometimes the filmmaker is so attached to the script that it’s hard for them to have a birdseye view. I have a gift of reading a screenplay and literally playing the movie in my head. Page by page. Frame by frame. I start playing with casting, cinematography, marketing campaigns, poster ideas, etc. A kickass script reveals who your audience is, what marketing angles you should consider, and how you can make your characters, story, and theme part of your pitching strategy. I start asking myself which distribution companies would be a perfect fit for this film? What budget range is it really in? What possible monetary funnels could the film have? Who is the ideal investor? I start connecting the dots and lay out all those elements into the business plan.

Then I start creating a pitch deck, which is a combination of a lookbook and a mini business plan. It has a lot of eye candy and enough business information to grab someone’s attention. The whole purpose of a pitch deck is to make a potential investor ask for the business plan. That is its sole purpose. To get them excited!

Then I move on to breaking down the script into a shooting schedule which will determine the film budget . After working on over 15 indie films, music videos, commercials, and short films I have a solid idea of what each budget range can and should accomplish. Now if your film project is over $2 million I have a different approach, one that focuses on development funds.

On top of the film business plan package, I include consultation. I’ll help you navigate your next steps. From pitching, setting up meetings, to finding producer partners, distribution, etc. I’ll never leave you in the dark. I’ll encourage you to hit those milestones!

If you’re excited about taking the next step in your filmmaking career and want to inquire about my film business plan package take a moment to fill out this questionnaire so I can get an overview of your film and your goals. That way we can set up a time to talk shop!

https://filmbusinessplan.com/film-funding-questionnaire/

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Writing a Film Business Plan: What Should I Include?

Film business plans. Whether you’ve learned how to make one in film school or not, it’s likely that it’s an essential aspect of your production that you could be overlooking at your own risk.

Those involved in making movies tend to be creative folk and view spending hours pouring over figures on a spreadsheet as anathema to the craft. Even some of the pros dread this unavoidable task… and don’t think that you’re not “pro” enough to get away without doing one.

Even if you’re operating on a micro-budget , it’s still a good idea to get to grips with the best practices of compiling a solid film business plan. It’ll help keep you right on path, it’s good practice for your future career, and it might just help you see the bigger picture and drive you to finish the project.

Today, we’re going to take the sting out of the tail by offering some guidance on how to get started.

You’ll also be pleased to hear that it’s nowhere near as arduous a task as it may seem, which brings us onto our first business plan tip:

However You Start, Make Sure You Start

As is often experienced in screenwriting , putting pen to paper in the first place is usually the hard part. Once you get going, you find your brain kicking into high gear (sometimes to the extent that it’s hard to stop typing!)

The same is true of film business plans. Initially, you might feel like the proverbial rabbit in headlights with no idea how you can possibly account for what you might be spending in the future. However, by starting with the very basic and known figures you do have, you’ll slowly begin to break the back of the spreadsheet and the rest should follow naturally.

And remember, you can always go back and revise things, so don’t be afraid to start jotting down random numbers with the intent to refine them at a later date.

Consider Your Audience

Not the movie’s audience; we’re talking about the people who are most interested in your film business plan.

Don’t make the classic mistake of assuming investors and potential production collaborators want to see every dime and nickel accounted for, because they really don’t.

What they want you to answer as concisely (and accurately) as possible is this: H ow are you going to sell the movie, and what will be the return on investment?

And that’s it. Everything else is secondary.

Of course, you’ll probably want to keep a more detailed plan for your own reference and that can be produced if requested, but strip out extraneous details that won’t be of interest to an investor (they don’t want to know the hourly rates of every show runner working on set; they just want to know how much it’ll all cost.)

There are a few more sub-sets of this question that you’ll probably tackle along the way, including:

• How are you spending the cash?
• Why is this film sellable right now?
• What is your sales/marketing strategy?
• What share of the proceeds will you receive?
• What share of the proceeds will investors get?
• Are there any perks to investing in this film?

Thinking about these questions will get you ready to pitch your movie efficiently at the drop of a hat, and will help shape your business plan as you put it together. There are a number of other questions over on the Raindance website which you can expect investors to ask, so do check those out.

And on the topic of how to go about answering a potential investor’s concerns…

What Should I Include?

The following is by no means exhaustive (and not all of it may be necessary for your particular business plan), but here’s the meat and potatoes that most filmmakers use to convey their pitch:

Outline: A very brief summary of the screenplay — ideally just your logline — and some key figures regarding financial requirements. Bullet points regarding your previous work (or any notable team members) may be of benefit but only if they really are selling points, otherwise, brevity is preferred.

Shooting Schedule: A detailed plan outlining every expected cost behind each scene of the screenplay, including any props needed, cost of travel to locations, and compensation to crew members. A highly important part of the business plan which you may want to work on with the rest of the team, this will be the foundation of an accurate budget projection.

Production Budget: The shooting schedule total, plus the overall production expenditure of the movie.

Marketing Plan: The movie’s target demographics, how you’re going to get it in front of them, and how much that advertizing will cost, as well as conversion rates between how many people you’re expecting to reach and how many of those will go see the movie/buy the DVD.

Distribution Plan: The costs, profits, and expected reach of physical media sales (and the same for online streaming.) If you have details regarding the profits you’re hoping to make from rights sales, this is the place to add them.

Revenue/Profit Projections: Based on extensive market research (rather than guesswork or comparing your film to something similar that was released back in 1992), here you’ll get the chance to really hook the investor by outlaying expected profits and how much of those they’ll receive.

Letters of Intent: A hugely valued part of the business plan which can really pull an investor. Don’t just stop at crew members; letters of intent from other investors really inspire confidence, and don’t forget to also hit up relevant insurance companies covering the production.

You’ll want to close the package off with your executive summary— one or two pages delving more extensively into why the screenplay is a winner, the talent working on the movie and why the investor would be a fool to miss out (although not in those words, obviously!)

In Conclusion…

Rather than seeing your film business plan as an unavoidable headache, instead see it for what it is, i.e the tool you need to attract funding. Sounds a lot more alluring that way, doesn’t it?

Stay focused and get your film business plan nailed down as a matter of priority. The sooner you do, the sooner you can focus on the task at hand: getting to work on your big idea.

Best of luck!

[su_note]Learn more about the Film School at the New York Film Academy by clicking here .[/su_note]

Film and Video Production Business Plan [Sample Template]

By: Author Tony Martins Ajaero

Home » Business Plans » Media Sector

Are you about starting a film and video production company ? If YES, here is a complete sample film and video production business plan template & feasibility study you can use for FREE .

If you have ever come across a movie buff, chances are that you will notice the way at which they are able to analyze a movie for expertise or mediocrity. The truth is that these folks can tell when a movie has been well produced. This is one of the reasons why those who are at the helms of affair in the movie production business try their best to churn out quality stuff.

Starting a film and video production company is one of the best things that may happen to you. This is because of the promising nature of the trade. As a matter of fact millionaires are being made every time in the movie production world. Good news still remains that there are newbies every now and then.

A Sample Film and Video Production Business Plan Template

1. industry overview.

We can hardly talk about the film and video production industry without mentioning big players in the industry such as 21 st Century Fox, Time Warner, NBC Universal, The Walt Disney Company and Viacom Inc. et al. These are companies that truly define the trends in the industry.

Basically, film and video production industry is an industry that is responsible for producing and distributing motion pictures and videos. This industry does not include third-party providers such as distributors and disc manufacturers, as well as products, such as television shows and made-for-television movies, aimed specifically toward television et al.

Despite the fact that film and video production business can be expensive to run, the business is indeed a thriving business that has loads of players making huge profits from the industry. One thing is certain, if a film and video production company can successfully produce a major hit movie or musical video; it won’t be too long before video recording contracts come calling from all over the united states and beyond.

Players in the Film and Video Production industry struggled with mounting film production costs and of course the decline in theater/cinema attendance.

It is now common in recent times to find the average movie producers increasingly investing in high – end special effects hence they choose to shift their focus toward generating high ticket sales as against increasing the number of dramas and comedies, which usually generate comparatively lower revenue.

The industry is exploring now maximizing new distribution channels to continue to increase revenue generation so as to break even after spending huge sum of money to produce a movie.

Any entrepreneur who intends to start a film and video production company must be ready to pull enough cash to be able to acquire expensive film and video production gears, for location shooting equipment and professional movie editing software amongst many other expenses associated with movie production.

In other to cut cost especially when starting out, movie producers often rent shooting equipment for a fraction of its cost, which has helped limit the massive capital expenditures that would otherwise be necessary to produce major films.

For instance, in 2015 alone, for every dollar spent on labor, movie producers incur an estimated $0.22 in capital expenditures. In the last five years, capital intensity has remained fairly constant.

The Film and Video Production industry still depend on experts(highly skilled workers and artists) in all stages of the production process, and highly talented and hardworking employees are required for planning, shooting, editing and distributing films.

The Film and Video Production industry is indeed witnessing a steady growth over the years- especially in countries such as the United States, Nigeria, india and China et al. Though for some underdeveloped countries where piracy is still on rampage, the growth is a bit redundant.

Statistics has it that the Film and Video Production industry in the United States of America, is worth $34bn, with an estimated growth rate of 0.7 percent. There are about 6,527 registered and licensed film and video production companies in the United States and they are responsible for employing about 63,228 people.

One good thing about starting a film and video production business is that even if you decided to start it in the United States of America, your market would not be restricted to business opportunities in the U.S.; the world will be your target market.

Many thanks to the internet that has made the world a global village. All you need to do is to strategically position your film and video production brand on the internet and you will be amazed at the rate people will be calling you from all parts of the world.

2. Executive Summary

Film production is one art that requires a ton of skills. This is so that nothing short of the best is produced. Moonlight™ Film and Video Production Company is a one stop and standard film and video production company that is fully equipped with the latest technology in the film and video production industry.

Our film and video production studio will be located in the heart of Inglewood, Los Angeles – California, U.S and we are positioned to work for a wide range of client ranging from individual clients to corporate organizations, national clients to international clients and players in the Hollywood industry et al.

Moonlight™ Film and Video Production Company will engage in all aspect of business services synonymous to standard organization operating in the film and video production industry.

Our business goal is to work towards becoming one of the leading film and video production brand in the whole of Los Angeles and in the nearest future compete with the leaders in the industry not only in the United States but also in the global stage.

We are not ignorant of the fact that building a standard and world class film and video production company from the scratch requires huge capital base- essentially for the purchase of world – class and latest film and video production equipment; which is why we have perfect plans for steady flow of cash from our business partners with interest in our line of business.

We can confidently say that we have a robust financial standing and we are ready to take on any challenge that we encounter in the industry.

We will ensure that all our employees are selected from a pool of talented and highly creative people with eyes for good movies in and around Los Angeles – California (with bias from Hollywood) and also from any part of the United States.

We will make sure that we take all the members of our workforce through the required trainings that will position them to meet the expectation of the company and to compete with other players in the United States and throughout the globe.

At Moonlight™ Film and Video Production Company our client’s best interest will always come first, and everything we do will be guided by our values and professional ethics.

We will ensure that we hold ourselves accountable to the highest standards by meeting our client’s needs precisely and completely and of course producing movies and videos that can compete with the best in the world. We will cultivate a working environment that provides a human, sustainable approach to earning a living, and living in our world, for our partners, employees and for our clients.

Moonlight™ Film and Video Production Company is owned majorly by Macqueen Reeves and other partners. Macqueen Reeves is a certified and licensed film producer, he graduated from New York Film Academy and he has well over 15 years hand on experience in the film and video production industry working for leading film and video producing companies in Hollywood prior to starting his own film and video production company.

He will build the business alongside other experienced partners who have successfully carved a niche for themselves in the industry.

3. Our Products and Services

We do not want to leave any stone unturned when it comes to producing the best products and services. So, Moonlight™ Film and Video Production Company is going to offer a variety of services within the scope of the film and video production industry in the United States of America.

Our intention of starting our film and video production business in Inglewood – Los Angele is to make profits from the film and video industry and we will do all that is permitted by the law in the US to achieve our aim and business goals. Our business offering are listed below;

• Action and adventure films
• Comedy films
• Drama films
• Thriller/suspense films
• Musical Videos
• Documentaries
• Other films (Commercials and Advertisement et al)
• Creating a timeline of production for film and video and ensuring that timelines are met
• Seeking financing for film and video productions
• Producing film and video programming
• Publicizing film and video productions
• Distributing film and video (if the company is also involved in all of the above)
• Film and Video Production Merchandize (Sale of Film and Video Production Equipment)
• Film and Video Production Consultancy and Advisory Services

4. Our Mission and Vision Statement

• Our vision is to build a standard and world – class film and video production business that can favorably compete with leaders in the industry.
• Our mission is to build a world class and well equipped film and video production company that will produce standard movies that can be generally accepted in all parts of the world; we want to build a film and video production brand that can work for clients not only in the United States of America and Canada, but in all parts of the world.

Our Business Structure

The success of any business is to a larger extent dependent on the business structure of the organization and the people who occupy the available role. Moonlight™ Film and Video Production Company will build a solid business structure that can support the growth of our film and video production business.

We will ensure that we hire competent hands to help us build the business of our dream. The fact that we want to become one of the leading film and video production brand in the industry in the whole of the United States of America makes it highly necessary for our organization to deliberately build a well – structured business from the onset.

We will work hard to ensure that we only attract people with the right mindset to help us achieve our business goals and objectives in record time. Below is the business structure that we will build Moonlight™ Film and Video Production Company;

• Chief Executive Officer

Entertainment Lawyer/Legal Secretary

Studio Manager

Film Producer

Recording Engineer

Admin and HR Manager

Marketing and Sales Executive

Front Desk Officer

5. Job Roles and Responsibilities

Chief Executive Office:

• Increases management’s effectiveness by recruiting, selecting, orienting, training, coaching, counseling, and disciplining managers; communicating values, strategies, and objectives; assigning accountabilities; planning, monitoring, and appraising job results; developing incentives; developing a climate for offering information and opinions; providing educational opportunities.
• Responsible for providing direction for the business
• Creates, communicates, and implements the organization’s vision, mission, and overall direction – i.e. leading the development and implementation of the overall organization’s strategy.
• Responsible for signing checks and documents on behalf of the company
• Evaluates the success of the organization
• Responsible for drawing up contracts and other legal documents for the company
• Welcomes guests and clients by greeting them in person or on the telephone; answering or directing inquiries.
• Produces information by transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics; coordinating case preparation.
• Provides historical reference by developing and utilizing filing and retrieval systems; recording meeting discussions; maintaining transcripts; documenting and maintaining evidence.
• Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
• Enhances department and organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
• Responsible for managing every activities that goes on in the studio
• Responsible for managing the company’s video editing department
• Handle any other responsibility as assigned by the Chief Executive Officer
• Responsible for developing concept and producing movies from start to finish
• Responsible for choosing the right locations to shoot a movie
• Works with the accountant and other stakeholders in the company to draw – up a budget for any movie project
• Responsible for handle any picture and sound related job for the company; helps achieve certain specific sounds or feelings to portray through that matches with the movie (especially for soundtracks).
• Responsible for handling all aspect of video shooting on locations
• Responsible for overseeing the smooth running of HR and administrative tasks for the organization
• Maintains office supplies by checking stocks; placing and expediting orders; evaluating new products.
• Ensures operation of film shooting and studio equipment by completing preventive maintenance requirements; calling for repairs.
• Defines job positions for recruitment and managing interviewing process
• Carries out staff induction for new team members
• Responsible for training, evaluation and assessment of employees
• Responsible for arranging travel, meetings and appointments
• Designs job descriptions with KPI to drive performance management for clients
• Regularly hold meetings with key stakeholders to review the effectiveness of HR Policies, Procedures and Processes
• Facilitates and coordinates strategic sessions.
• Works directly with clients in a non-advising capacity, such as answering questions, scheduling appointments and making sure all training concerns are properly taken care off
• Oversees the smooth running of the daily office activities.
• Once the movie is ready, then the marketing team will go out to market and promote the album
• Identifies, prioritizes, and reaches out to new partners, and business opportunities et al
• Identifies business opportunities; follows up on development leads and contacts; participates in the structuring and financing of projects; assures the completion of music projects.
• Responsible for supervising implementation, advocate for the customer’s needs, and communicate with clients, cinema operators and movie distributors
• Develops, executes and evaluates new plans for expanding increase sales
• Documents all customer contact and information
• Represents the company in strategic meetings
• Helps to increase sales and growth for the company
• Responsible for preparing financial reports, budgets, and financial statements for the organization
• Provides managements with financial analyses, development budgets, and accounting reports; analyzes financial feasibility for the most complex proposed projects; conducts market research to forecast trends and business conditions.
• Responsible for financial forecasting and risks analysis.
• Performs cash management, general ledger accounting, and financial reporting for one or more properties.
• Responsible for developing and managing financial systems and policies
• Responsible for administering payrolls
• Ensures compliance with taxation legislation
• Handles all financial transactions for the company
• Serves as internal auditor for the company

Client Service Executive

• Ensures that all contacts with clients (e-mail, walk-In centre, SMS or phone) provides the client with a personalized customer service experience of the highest level
• Through interaction with clients on the phone, uses every opportunity to build client’s interest in the company’s products and services
• Manages administrative duties assigned by the manager in an effective and timely manner
• Consistently stays abreast of any new information on the company’s products, promotional campaigns etc. to ensure accurate and helpful information is supplied to clients when they make enquiries
• Receives Visitors/clients on behalf of the organization
• Receives parcels/documents for the company
• Handles enquiries via e-mail and phone calls for the organization
• Distribute mails in the organization
• Handles any other duties as assigned my the line manager

6. SWOT Analysis

Moonlight™ Film and Video Production Company engaged the services of a core professional in the area of film and video production consulting and business structuring to assist the organization in building a standard and world – class film and video production company that can favorably compete with other leading film and video production brands in the United States of America.

Part of what the business consultant did was to work with the management of the company in conducting a comprehensive SWOT analysis for Moonlight™ Film and Video Production Company. Here is a summary from the result of the SWOT analysis that was conducted on behalf of Moonlight™ Film and Video Production Company;

Our core strength lies in the power of our team and the latest film and video production equipment that we have. We have a team that can go all the way to give our clients value for their money; a team that can produce world class movies that can favorable compete with movies produced by leaders in the industry.

We are well positioned in the heart of Inglewood, Los Angeles and we know we will attract loads of clients from the first day we open our film and video production company for business.

As a new film and video production company based in Los Angeles – the headquarter of film production in the world, it might take some time for our organization to break into the market and attract some well – established artist and bigger corporations and investors; that is perhaps our major weakness. Another weakness is that we may not have the required cash to pump into the promotion our business the way we would want to.

• Opportunities:

The opportunities in the film and video production industry is massive especially in a place like Los Angeles – California where we have Hollywood, and we are ready to take advantage of any opportunity that comes our way.

We like other brands in the industry, have our own fair share of threats. Hence, technology and the internet which of course is a major tool for the advancement and gains achieved in the film and video production industry can also poses a threat to the industry.

The truth is that with the advancement of technology, it is now easier for individuals to produce home videos and musical videos without the help of professional film and video production companies. So also, just like any other business, one of the major threats that we are likely going to face is economic downturn.

It is a fact that economic downturn affects purchasing / spending power. Another threat that may likely confront us is the arrival of a new film and video production company in same location where our target market exist and who may want to adopt same Business model like us.

7. MARKET ANALYSIS

• Market Trends

Online video is one major trend in the film and video production industry. Recent statistics from Comscore show that on an average day in 2011, over 100 million Americans viewed online video content. This represents growth of 43 percent over the previous year.

Well over 43.5 billion videos were streamed in December 2011 alone; a 44 percent increase over the previous year. This growth shows no signs of dwindling, as people increase the absolute number of videos they watch, in addition to viewing longer form content on leading video sites such as Netflix and Hulu.

Entrepreneurs that are venturing into the film and video production industry are coming in with creativity and good business skills. The fact that it is highly competitive in the industry does not in a way stop some film and video production companies from declaring profits year in year out.

Another known trend in the film and video production industry is that most film and video production companies are trying as much as possible to recreate themselves on a regular basis and also to be on top of their game.

8. Our Target Market

When it comes to film and video production business, there are no exemptions to who you can market your services products to especially finished movies. Your movies can be market to adults, children, teenagers, corporate organization, government and everyone who can afford to purchase a movie et al.

Over and above, our target market as a film and video production company cuts across people of different class and people from all walks of life and corporate organizations. In view of that, we have created strategies that will enable us reach out to various corporate organizations and individual who we know will need our products and services.

We have conducted our market research and survey and we will ensure that our film and video production company attracts the kind of artists and clients we would love to work with. Below is a list of the people and organizations that we have specifically market our services to;

• Advertising Agencies
• Corporate Organizations (Branding and Advertising Agencies et al)
• Teenagers, Adults and Children
• TV stations

Our Competitive Advantage

We are mindful of the fact that there are stiffer competition in the film and video production industry in the United States of America; hence we have been able to hire some of the best business developer to handle our sales and marketing.

Moonlight™ Film and Video Production Company might be a new entrant into the film and video production industry in the United States of America, but our competitive advantage lies in the power of our team and the latest film and video production equipment that we have.

We have a team that can go all the way to give our clients value for their money; a team that can produce world class movies that can favorable compete with movies produced by leaders in the industry.

Lastly, our employees will be well taken care of, and their welfare package will be among the best within our category (startups film and video production companies) in the industry meaning that they will be more than willing to build the business with us and help deliver our set goals and achieve all our aims and objectives.

9. SALES AND MARKETING STRATEGY

• Sources of Income

Moonlight™ Film and Video Production Company is established with the aim of maximizing profits in the film and video production industry and we are going to go all the way to ensure that we do all it takes to attract our target market.

Moonlight™ Film and Video Production Company will generate income by offering the following services and products;

10. Sales Forecast

One thing is certain when it comes to movies and documentaries; they never dies and the demand for good movies and documentaries will continue to grow. This goes to show that any film and video production company that is known to always produce good movies will continue to attract talented artists, corporate organizations and clients and that will sure translate to increase in revenue generation for the business.

We are well positioned to take on the available market in Los Angeles California and beyond and we are quite optimistic that we will meet our set target of generating enough income / profits from the first six month of operations and grow the business and our clientele base beyond Los Angeles – California to other cities in the U.S. and even the global market.

We have been able to critically examine the film and video production market and we have analyzed our chances in the industry and we have been able to come up with the following sales forecast. The sales projection is based on information gathered on the field and some assumptions that are peculiar to startups in Los Angeles – CA.

Below is the sales projection for Moonlight™ Film and Video Production Company, it is based on the location of our business and other factors as it relates to film and video production start – ups in the United States;

• First Year-: $1M
• Second Year-: $1.75M
• Third Year-: $2.5M

N.B : This projection is done based on what is obtainable in the industry and with the assumption that there won’t be any major economic meltdown and there won’t be any major competitor offering same services as we do within same location. Please note that the above projection might be lower and at the same time it might be higher.

• Marketing Strategy and Sales Strategy

Our sales and marketing team will be recruited based on their vast experience in the film and video production industry and they will be trained on a regular basis so as to be well equipped to meet their targets and the overall goal of the organization.

We will also ensure that our excellent movies and videos speaks for us in the market place; we want to build a standard and well equipped film and video production company that will leverage on word of mouth advertisement from satisfied clients/artists.

Our business goal is to build Moonlight™ Film and Video Production Company business to become one of the leading choice in the whole of Los Angeles – California which is why we have mapped out strategy that will help us take advantage of the available market and grow to become a major force to reckon with not only in the U.S but in the world stage as well.

Moonlight™ Film and Video Production Company is set to make use of the following marketing and sales strategies to attract clients;

• Introduce our business by sending introductory letters alongside our brochure to organizations and key stake holders in the film and video industry (movie distributors and cinema operators) in Los Angeles and other parts of the U.S.
• Advertise our business in relevant entertainment magazines, newspapers, TV stations, and radio station.
• List our business on yellow pages ads (local directories)
• Attend relevant international and local film festivals, expos, seminars, and concerts et al
• Create different packages for different category of clients in order to work with their budgets and still produce top notch videos or movies for them
• Leverage on the internet to promote our business
• Engage in direct marketing approach
• Encourage word of mouth marketing from our loyal and satisfied clients

11. Publicity and Advertising Strategy

We are aware that there isn’t any business that despises new clients. This the reason why we have been able to work with brand and publicity specialist to help us map out publicity and advertising strategies that will help us walk our way into the heart of our target market.

We are set to take the film and video production industry by storm which is why we have made provisions for effective publicity and advertisement of our recording studio company. Below are the platforms we intend to leverage on to promote and advertise Moonlight™ Film and Video Production Company;

• Place adverts on both print and electronic media platforms
• Sponsor relevant TV shows and radio programs
• Maximize our official website to promote our business
• Leverage on the internet and social media platforms like; YouTube, Instagram, Facebook ,Twitter, LinkedIn, Badoo, Google+ and other platforms (music online forums) to promote our business.
• Offer Pro Bono services as part of our community social responsibility
• Ensure that our we position our banners and billboards in strategic positions all around Los Angeles – CA
• Brand all our official cars/buses and ensure that our trademark label is boldly printed in all our movies and videos (DVDs) et al

12. Our Pricing Strategy

At Moonlight™ Film and Video Production Company we will keep our fees and prices of videos a little below the average market rate for all of our clients by keeping our overhead low and by collecting payment in advance. In addition, we will also offer special discounted rates to start – ups, nonprofits, cooperatives, and small social enterprises who engage our services to help to produce movies or short videos especially for advert purposes.

• Payment Options

At Moonlight™ Film and Video Production Company, our payment policy will be all inclusive because we are quite aware that different people prefer different payment options as it suits them. Here are the payment options that we will make available to our clients;

• Payment by via bank transfer
• Payment via online bank transfer
• Payment via check
• Payment via bank draft
• Payment via mobile money
• Payment with cash

In view of the above, we have chosen banking platforms that will help us achieve our plans with little or no itches.

13. Startup Expenditure (Budget)

The cost of setting up film and video production business can be quite expensive especially if you are all out to start a standard film and video production company. Aside from the money required to purchase the latest film recording and production equipment, you would also need a huge cash base to be able to attract and pay well established film actors to act in your movies.

Essentially, this is the area we are looking towards spending our start – up capital on;

• The Total Fee for incorporating the Business in Los Angeles, California – $750.
• The budget for Liability insurance, permits and license – $2,500
• The Amount needed to acquire a suitable Office facility with enough space for standard movie production studio in a business district 6 months (Re – Construction of the facility inclusive) – $200,000.
• The Cost for equipping the office (computers, printers, fax machines, furniture, telephones, filing cabins, safety gadgets and electronics et al) – $2,000
• The cost for equipping the movie production studio with the required video gears – $150,000
• The Cost of Launching our official Website – $600
• Budget for paying at least 5 employees for 3 months and utility bills – $100,000
• Budget for paying actors and taking care of logistics in movie locations – $500,000
• Additional Expenditure (Business cards, Signage, Adverts and Promotions et al) – $2,500
• Miscellaneous – $20,000

Going by the report from the research and feasibility studies, we will need about $1 million to set up a medium scale but standard film and video production company in the United States of America. Here are some of the key film and video production equipment and gear that we would need to set up our film and video production company;

• Standard Video Cameras
• Camera lights/Three-Point Lighting Kit
• Shotgun Mic with boom pole accessories
• Audio (XLR) Cables
• Wireless Microphone
• Lenses: Wide Angle, Clear “Protective” Lens, Polarizer, Zoom Lens, Macros, etc.
• Light Reflector
• DSLR Shoulder Mount Rig
• Video Editing Software and Video Editing Computer (MacBook Pro Laptop / Apple MacBook Pro Laptop)
• External Hard Drive
• Digital video workstation

Generating Funding/Startup Capital for Moonlight™ Film and Video Production Company

Moonlight™ Film and Video Production Company is going to start as a partnership business that will be owned and managed by Macqueen Reeves and his business partners. They are the financial of the business, but may likely welcome other partners later, which is why they have decided to restrict the sourcing of his start – up capital to 3 major sources.

These are the areas we intend generating our start – up capital;

• Generate part of the start – up capital from personal savings
• Source for soft loans from family members and friends
• Apply for loan from my Bank

N.B: We have been able to generate about $500,000 (Personal savings plus funds from business partners) and we are at the final stages of obtaining a loan facility of $500,000 from our bank. All the papers and document has been duly signed and submitted, the loan has been approved and any moment from now our account will be credited.

14. Sustainability and Expansion Strategy

The future of a business lies in the numbers of loyal customers that they have the capacity and competence of the employees, their investment strategy and the business structure. If all of these factors are missing from a business (company), then it won’t be too long before the business close shop.

One of our major goals of starting Moonlight™ Film and Video Production Company is to build a business that will survive off its own cash flow without the need for injecting finance from external sources once the business is officially running.

We know that one of the ways of gaining approval and winning customers over is to ensure that every movie that we produce is a hit back to back and it appeals to the needs of the society we intend selling the movies

Moonlight™ Film and Video Production Company will make sure that the right foundation, structures and processes are put in place to ensure that our staff welfare are well taken of. Our company’s corporate culture is designed to drive our business to greater heights and training and re – training of our workforce is at the top burner.

As a matter of fact, profit-sharing arrangement will be made available to all our management staff and it will be based on their performance for a period of five years or more. We know that if that is put in place, we will be able to successfully hire and retain the best hands we can get in the industry; they will be more committed to help us build the business of our dreams.

Check List/Milestone

• Business Name Availability Check:>Completed
• Business Incorporation: Completed
• Renting of Office Facility: Completed
• Setting Up Of The Recording Studio: In Progress
• Intellectual Property Protection and Trademark: Completed
• Opening of Corporate Bank Accounts various banks in the United States: Completed
• Opening Online Payment Platforms: Completed
• Application and Obtaining Tax Payer’s ID: In Progress
• Application for business license and permit: Completed
• Purchase of All form of Insurance for the Business: Completed
• Conducting Feasibility Studies: Completed
• Generating part of the start – up capital from the founder: Completed
• Applications for Loan from our Bankers: In Progress
• Writing of Business Plan: Completed
• Drafting of Employee’s Handbook: Completed
• Drafting of Contract Documents: In Progress
• Design of The Company’s Logo: Completed
• Graphic Designs and Printing of Packaging Marketing / Promotional Materials: Completed
• Recruitment of employees: In Progress
• Purchase of the Needed studio / musical gadgets, furniture, office equipment, electronic appliances and facility facelift: In progress
• Creating Official Website for the Company: In Progress
• Creating Awareness for the business (Business PR): In Progress
• Health and Safety and Fire Safety Arrangement: In Progress
• Establishing business relationship with key players in the industry: In Progress

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Film Business Plan Template

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Short Film Schedule Tips — How to Plan Your Entire Production

• How to Make a Short Film
• How to Write a Short Without Dialogue
• Short Film Schedule Tips
• Write a Short That Gets Noticed
• Making a Short Film
• How to Storyboard a Short Film
• Phases of Short Film Pre-Production
• Ari Aster Short Films
• How Whiplash Went From a Short to a Feature
• Best Short Films of All Time
• Best Short Film Ideas
• Brainstorm Short Film Ideas
• Social Media for Short Films
• Crowdfunding Movies
• Fiscal Responsibility on a Short
• The Ultimate Film Grants List
• Top Film Festivals

S hort films are unique in the sense that they’re usually produced under tighter budgets and stricter time-frames than their feature-length counterparts. As such, we thought it would be a good idea to break down how to make a short film schedule, so you can plan your production as efficiently as possible. By the end, you’ll have everything you need in order to create a short film schedule and stick to it.

Short Film Production Schedule Template

What is your time frame.

The first question you need to ask is yourself: what is my time frame?That answer will vary depending on what you plan to do with your short film. 

Want to shoot a short for a festival in two months? You can – but you’re going to need to rush all three stages of production:

• Pre-production
• Production  
• Post-production

Want to shoot a short for college applications next year? You absolutely can — and you’ll have plenty of time to prepare.

Think of a production this way: if a production is a Pringles can, the stages of production are the chips. Short productions are mini Pringles cans. Long productions are tall Pringles cans. The more time you give yourself, the more cushion you’re going to have to add pieces to your production. Catch my drift?

So, step one: draw a timeline. And make it BIG. Write your start date on the left side and your end date on the right side — and stick to it. Some short film productions are easier than others.

For example, I participated in weekly short film festivals in college — the organization gave us equipment for the purpose of producing a short film in one week. Once the week was over, we returned the equipment and watched all of the films.

Short Film Schedule Template: The Easy Path

Not every organization enforces its timeline so rigidly – which means YOU need to be responsible for sticking to your shooting schedule . Oftentimes, that timeline is going to be riddled with obstacles.

Short Film Schedule Template: The Hard Path

We’re going to show you how to confront those obstacles... proactively! Remember, preparation is the key to success. 

Short Film Production Schedule Tips

Schedule before cast and crew.

Organization is the great equalizer in all film productions. And there’s no greater tool for organization than a schedule. That’s why you need to make a schedule as early in the production process as possible, aka before you start thinking about cast and crew.

Think about it: what’s the first thing somebody is going to say when you ask them to join your production? Chances are… it’s going to be “when?” 

That’s when you whip out your handy dandy schedule. But how do you make a short film schedule? Let’s jump in.

Short Film Schedule Template

Making your short film schedule.

There are a lot of factors in determining what goes into a film schedule.

The first thing you should do is create a master sheet, similar to the timeline we outlined earlier. This will serve as a macro representation of your production. 

Short Film Production Schedule Template  •  How to Schedule a Short Film by Nadia Fedchin

Okay, now let’s break down how to make a shooting schedule in StudioBinder . 

Short Film Schedule Template  •   Subscribe on YouTube

StudioBinder’s shooting schedule software makes the process of creating a stripboard easy and aesthetically pleasing. 

Short Film Production Schedule Template  •  Shooting Schedule Example in StudioBinder

It’s free to get started, so consider giving it a shot! If you want to stick with an arts and crafts approach, format your page in a similar way, with scenes separated by interior or exterior, location, time of day, cast members, and script pages.

Share Your Short Film Schedule

Sharing your schedule.

Once you complete your schedule, you’re going to want to share it. If you’re using StudioBinder, you can share the schedule in the app! Or print out the stripboards and share them on set.

Share Your Short Film Schedule  •  Shooting Schedule Print Page in StudioBinder

If you used another program, you can export the file via a share setting, then email or text it to team members. 

Short Film Production Schedule

Stick to your schedule.

Sticking to schedule is arguably the hardest thing to do on a film set. Why? Because everything that can go wrong will go wrong. That’s why preparation is the great key to sticking to schedule. But how do you prepare for things to go wrong? Buffer time!

Naivete screws productions more than anything else. If the GPS says it will take 45 minutes to get from one shoot to the next, schedule AT LEAST an hour of travel time. If a three page shoot is supposed to take 2 ½ hours, schedule AT LEAST 3. Chances are... nobody will ask questions.

In fact, they’ll probably commend you for “keeping things on schedule.” The reality is that you just planned for the unexpected; because trust me: the unexpected will happen. Whether it be a traffic jam, a missing camera lens, or something else entirely.

Pro Tips for Creating a Better Schedule

Now that we’ve touched on the basics of film scheduling, let’s move onto some pro tips. That’s exactly what we do in our next article by breaking down tactical tips for creating a better schedule. By the end, you’ll know how to make a schedule for feature-length films and short films.

Up Next: Shooting Schedule Tips →

Showcase your vision with elegant shot lists and storyboards..

Create robust and customizable shot lists. Upload images to make storyboards and slideshows.

Learn More ➜

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• Product Updates
• Featured On
• StudioBinder Partners
• The Ultimate Guide to Call Sheets (with FREE Call Sheet Template)
• How to Break Down a Script (with FREE Script Breakdown Sheet)
• The Only Shot List Template You Need — with Free Download
• Managing Your Film Budget Cashflow & PO Log (Free Template)
• A Better Film Crew List Template Booking Sheet
• Best Storyboard Softwares (with free Storyboard Templates)
• Movie Magic Scheduling
• Gorilla Software
• Storyboard That

A visual medium requires visual methods. Master the art of visual storytelling with our FREE video series on directing and filmmaking techniques.

We’re in a golden age of TV writing and development. More and more people are flocking to the small screen to find daily entertainment. So how can you break put from the pack and get your idea onto the small screen? We’re here to help.

• Making It: From Pre-Production to Screen
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The six steps of film pre-production

Follow this step-by-step guide to learn the modern process of pre-production and planning a film in Milanote, a free tool used by top creatives.

Pre-production is an essential step to planning any film project. It includes all the planning that happens before cameras start rolling, from brainstorming a concept, exploring the look of your film, storyboarding scenes and scouting locations. If you're a director, cinematographer, producer, or in charge of the sets, pre-production is an integral step in ensuring your crew understands the scope of the project ahead. Before you start your next short film, music video or documentary, thorough pre-production will set your film up for success.

In this guide you'll learn the 6 essential steps of film pre-production...

• 1. Project plan Set up a place to plan your project
• 2. Brainstorming Transform an initial idea into something big
• 3. Moodboard Organize inspiration & references
• 4. Storyboard Visualize the key parts of your film
• 5. Shot list Plan each shot you need
• 6. Call sheet Organize your crew & talent

1. Project plan

Traditionally, a project plan might be scattered across various emails, to-do lists, spreadsheets, and documents, making it hard to keep track of everything. A central project plan combines these artifacts into one easy-to-access place. It will evolve over the lifespan of your project but usually includes:

• Inspiration and moodboards
• Storyboards
• Time and location of the shoot
• Workflow checklist
• Gear checklist

Create a new board for your film project plan

Create a new board

Drag a board out from the toolbar. Give it a name, then double click to open it.

Choose the Pre-production Plan template

Choose a template 

Each new board gives you the options to start with a beautiful template.

2. Brainstorming

Every film begins life as a fleeting idea—just a spark. It's at this stage you need to harness your creative energy and turn that idea into something real. And brainstorming is the perfect technique for the job.

Brainstorming is a classic creative technique that helps you create lots of ideas in minutes. You can use it to explore the topic for your film, dream up new characters, locations, or even the visual style you're after. It’s best thought of as a way to light up our imagination. As ancient philosopher Plutarch said, “The mind is not a vessel to be filled, but a fire to be kindled.”

First, open the Ideas board

You’ll find the board for brainstorming on your Pre-production Plan board. Double click the Ideas board to open it and start brainstorming.

Double click the Ideas board to open it.

Start with the central idea for your film

What's the idea or concept for your film? This is your starting point. It might be just a rough idea at the moment or a topic that you want to explore, but this process will help you see how far you can take it. Add a note that describes the film in 1 to 2 sentences to get started.

Add a note to describe the concept of your film.

Drag a note card onto your board

Start typing then use the formatting tools in the left hand toolbar.

Your initial idea doesn't need to be something groundbreaking, you'll transform it over time. As Steven Spielberg says "All good ideas start out as bad ideas, that's why it takes so long."

Add as many ideas as you can

Now it's time to get creative. Invite your team and start adding any ideas that relate to your initial concept. Think about the characters, their relationships, the locations you could use, visual styles, and the topic's history. Explore every thread until you fill the board.

Don't worry about evaluating your ideas yet, that will come later. Setting a timer for 5 minutes is a great way to create a sense of urgency and prevent people from judging their thoughts.

Invite others to add their ideas.

Invite editors to your board

Open the "Editors" menu from the title bar of your board. Add email addresses of the people you'd like to collaborate with—they'll receive an invitation via email.

Add a note for each idea.

Add inspiring imagery, motion & sound

Sometimes it's easier to communicate an idea with an image or video, especially if it's a mood or style you're trying to express. Gather reference imagery, videos and sound and add them into the mix. These can become the foundation for a moodboard as your film project evolves.

Use the built-in image library.

Use the built-in image library

Search over 500,000 beautiful photos powered by Unsplash then drag images straight onto your board.

Drag images from your computer onto the board.

Upload a image or document  

Click the "Upload file" button or just drag a file onto your board. You can add images, logos, documents, videos, audio and much more.

Finally, organize your ideas into themes

Once you've explored every idea, the next step is to make connections. This is where you see the magic of brainstorming!

Start by grouping similar ideas to uncover patterns in your thinking. Add a title to each group so it's easy to scan. You might find your ideas fall into groups like characters, costumes, locations or aesthetics but there are no rules about how you do it.

You're done brainstorming

Now that your brainstorming session is complete, you have a strong foundation for your film! Remember, just as creativity and inspiration is constantly evolving, so are ideas. Come back and add to the brainstorm when inspiration strikes, or refer to it as you start your script.

3. Moodboard

During brainstorming, you imagined the different parts of your film. It's time to start exploring some visual directions with a moodboard. Moodboards can help you visualize any aspect of your film. You might want to focus on how the lighting or color could look. Or they could be centered around the set designs or costumes you want to use. You can create a moodboard for each of these separately or mix them all into one board. There are no strict rules.

Your moodboard will also be a fantastic reference for your team—from the director to the costume designer—it helps everyone visualize the end result.

First, open the Moodboard

You’ll find the board to make your moodboard on the Pre-production Plan board. Double click on the Moodboard to open it and start adding your inspiration.

Double click the  Moodboard to open it.

Collect existing material

Start by adding any existing material you have—this could include stills from previous shoots, client references or images you've saved as inspiration. These might not make it into the final moodboard, but they're still a great place to start.

Drag files from your computer.

Upload a file or document  

Add inspiring imagery.

The imagery you bring into your moodboard helps you express your film's look and feel. Images can define things like tone, cropping, lighting and color.

You can start by saving visual references from around the web. There are lots of fantastic sites where you can find great visual inspiration for free, like  Shotdeck ,  Instagram , or  Pinterest . Don't worry about organizing the images just yet, that step will come later.

Install the  Milanote Web Clipper

Save images from other websites straight to your board.

Save content from the web

Roll over an image (or highlight text), click Save, then choose the destination in Milanote. Return to your board and find the content in the "Unsorted" column on the right.

Transform your board from messy to organized

Once you have all your inspiration in one place, the next step is to arrange your ideas to create the perfect layout. Start by exploring composition and introducing hierarchy. Place a key element to anchor your board, and change the size and position of the remaining elements to indicate their importance and relationships to one another.

Resize your images to add hierarchy.

Resize images

Drag the corner of an image to resize it. Double-click the corner to return it to its original size.

Crop images.

Crop images

Double-click an image and press edit to crop or rotate it.

You’ve finished the moodboard!

Now that your moodboard is complete, you have a powerful visual reference for your film. Remember, you can create multiple moodboards to explore different directions at any time.

Next, we'll create a storyboard to map out the key parts of your film.

4. Storyboard

Storyboards are a powerful way to visually organize the composition, action and look of a film before you start bringing it to life. As director, producer and screenwriter Martin Scorsese said, “The storyboard is the way to visualize the entire movie in advance.”

Many people devote their entire careers to storyboarding as it combines disciplines and techniques such as illustration, writing and production. Traditionally, a storyboard would be created with analog sketches, but with a modern digital tool you can use photography, animation, color and notes to highlight key characters, scenes and objects.

Storyboards aren't just for understanding scenes; they can also be used for a variety of other reasons including:

• Visual Planning: Organize the order of a story and flow before filming.
• Pacing and Timing: Control the narrative's speed.
• Visual Composition: Experiment with shots and angles.
• Pre-visualization: Preview complex scenes or effects.
• Resource Planning: Plan props, sets, and wardrobes more efficiently.
• Collaboration: Align efforts so the crew is working toward the same goal.
• Presentations: Convey ideas to clients, investors, and the director.
• Problem Solving: Identify and address any issues before filming starts.
• Continuity: Maintain uniformity in style and design throughout the film.

First, open the storyboard

You’ll find the empty Storyboard on the Pre-Production Plan board. Double click the Storyboard to open it and start adding the mapping out the key scenes.

Double click the  Storyboard to open it.

Map out the key scenes

When creating a storyboard, it’s crucial to know what story you’re telling. They're a great way to break up the script or narrative into pieces to understand what you’re trying to achieve when filming.

Add a column for each frame.

Drag a column onto your board

Name it, then drag any relevant notes or images into your column

Add images or sketches

Now it’s time to begin visualizing each scene. Some storyboard artists might begin sketching with a pen and paper first, but you can use reference photography, illustrations, screenshots, location shoots, and even motion to communicate each scene.

Upload images for each frame.

Describe what happens in each frame

While each frame is a static image, try to communicate how it's going to look and feel as a moving sequence. Describe the style, mood, and behavior of characters. Consider how the camera will move through the shot and how you'll transition from scene to scene. Add details about the sound to help your team imagine the emotion and drama you're trying to capture.

Add a note to describe each frame.

Start typing then use the formatting tools in the left-hand toolbar.

Share it with your team

When you're ready, invite your team to review your storyboard and share their feedback. This is the perfect moment to see how others interpret your vision for the story. It's also a great opportunity to make any final tweaks while in pre-production. Adjust the order of your frames or edit the content based on everyone's feedback.

Share the storyboard with your team.

Start a comment thread.

Start a comment thread

Drag out a comment from the toolbar on the left and place it on your board. Other editors can reply to your comment.

Mention teammates to get their attention.

Mention teammates to get their attention

Type '@' in any text field to mention someone who has access to your board. They'll receive a notification and be able to respond to your comment.

Your storyboard is done!

Now that your storyboard is complete, you have a clear vision for your film! Let's move on and create a shot list to plan the scenes you'll shoot during production.

5. Shot list

Coordinating a shoot can be stressful and costly, especially if that critical shot is missed on the day. But a clearly defined shot list will make sure nothing slips through the cracks.

A shot list is a simple checklist of each shot (or scene) you need to capture on the day of a shoot. It usually contains a list of specific shots, some visual references and extra details like camera angles or lighting set-up so you don't forget a thing.

First, open the shot list board

You’ll find the board to make your shot list on the Film plan board. Double click on the Shot List to open it and get started.

Double click the  Shot List board to open it.

List the things you're shooting

Start by listing the main scenes you'll be filming. Adding reference images or sketches will make your shot list easier to scan—even if they're just rough photos you've taken on your phone. It will also help your crew visualize the type of shots you're planning to capture.

Upload images to your board.

List the individual shots you need

This is the heart of the shot list. It's where you list each individual shot you require. Some details to include are: camera angle, location, position of the camera, and shot size (how big or small the subject is in the frame).

Create a new to-do list for each of the specific shots.

Drag a to-do list onto your board

Start typing then press "Enter" to create a new item. Add a title to your to-do list using the left hand toolbar.

Add a simple gear list

What equipment will you need to shoot these scenes? Imagine being half way through filming when you realize the spare battery pack is still in the studio. Adding a simple gear list will ensure you have everything you need on the day. It's a lifesaver!

Use the Film Production Equipment List template if you have lots of gear to keep track of.

Add a note to list your equipment

Reference it on the day

Traditionally, you'd print out your shot list to refer to on the day, but digital shot lists can be accessed on phones or laptops. This way, you can check off each shot or adjust it as you need.

Download the  Milanote mobile app

You’ve finished the shot list!

Now that your shot list is complete, you have a clear plan for the scenes you need to capture during the shoot.

Next, we'll create a call sheet to schedule your team…

6. Call sheet

You may have witnessed a disorganized shoot before—the actors were late, the crew forgot the lighting or the set wasn't ready. One vital document was missing—the call sheet.

The call sheet is a simple, but incredibly useful tool for organizing your shoot. It outlines everything your talent and crew need to know before the day of the shoot. Crucial elements like the location, contact details, the schedule, and most importantly the arrival time.

First, open the Call Sheet board

You’ll find the board to make your call sheet on the Pre-production Plan board. Double click on the Call Sheet to open it and start laying out a plan for the day of the shoot.

Double click the  Call Sheet  board to open it.

Add the location and background information

Add background information about the shoot for your talent and crew. Next, add the location of the shoot and any details that will help people arrive safely and on time. Explain where the parking options are, nearby public transport and any details about to get into the building.

Add a note to describe the project.

Embed a Google map to show the location.

Drag a link card onto your board

Copy the share link from Google Maps, paste it into the link card in Milanote and press Enter.

List your talent & crew

Who's involved in your shoot? List your talent and crew along with their contact details. This will save you hunting around for phone numbers when plans inevitably change on the day. Next, add any specific arrival times so each person knows exactly when they're expected.

Add a note for the details of your crew.

Drag a note card into your board

Outline the schedule.

Probably the most important part is the schedule—specifically the general crew call time. The general crew call time is when everyone needs to arrive on location. Under this, add the key events for the day so everyone can clearly see what's on and when. Don't forget lunch!

Add a note to describe each activity on the schedule.

Drag a note card into your column

Refine & share with your team.

Once you have everything you need, it's time to organize your call sheet so it's easy to scan. Then share it with your team so everyone can start preparing for the shoot.

Create a column for each part of your call sheet.

Name it, then drag any relevant notes or images into your column.

Publish and share the call sheet with your team.

Add a welcome message to your board.

Write a welcome message under the "Publish & share" menu. This will display the first time someone views your board.

You're all done!

Hopefully, this guide has helped you become more organized during the pre-production stage. If you're just starting a new shoot, use the Film Pre-production Plan template below to get set up in minutes.

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Use This Simple Business Plan Outline to Organize Your Plan

12 min. read

Updated April 10, 2024

When starting a business, having a well-thought-out business plan prepared is necessary for success . It helps guide your strategy and prepares you to overcome the obstacles and risks associated with entrepreneurship. In short, a business plan makes you more likely to succeed.

However, like everything in business, starting is often the hardest part. What information do you need? How in-depth should each section be? How should the plan be structured?

All good questions that you can answer by following this business plan outline. 

• What is a business plan outline?

A business plan outline is similar to most business plan templates . It lists the common sections that all business plans should include.

A traditional business plan typically includes an executive summary, an overview of your products and services, thorough market research, a competitive analysis, a marketing and sales strategy, operational and company details, financial projections, and an appendix. 

• Why is a business plan outline important?

Starting with a business plan outline helps ensure that you’re including all of the necessary information for a complete business plan. 

But, depending on what you intend to do with your plan, you may not need all of this information right away. If you’re going to speak with investors or pursue funding, then yes, you’ll need to include everything from this outline.

But, if you’re using your plan to test an idea or help run your business, you may want to opt for a one-page plan . This is a simpler and faster method that is designed to be updated and used day-to-day. 

If you’re unsure of which plan is right for you, check out our guide explaining the differences and use cases for each plan type . 

• 10 key sections in a standard business plan outline

No matter the type of business plan you create, these are the ten basic sections you should include. Be sure to download your free business plan template to start drafting your own plan as you work through this outline.

1. Executive summary

While it may appear first, it’s best to write your executive summary last. It’s a brief section that highlights the high-level points you’ve made elsewhere in your business plan.

Summarize the problem you are solving for customers, your solution, the target market, your team that’s building the business, and financial forecast highlights. Keep things as brief as possible and entice your audience to learn more about your company. 

Keep in mind, this is the first impression your plan and business will make. After looking over your executive summary, your reader is either going to throw your business plan away or keep reading. So make sure you spend the time to get it just right.

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2. Products and services

Start the products and services section of your business plan by describing the problem you are solving for your customer. Next, describe how you solve that problem with your product or service. 

If you’ve already made some headway selling your solution, detail that progress here—this is called “traction”. You can also describe any intellectual property or patents that you have if that’s an important part of your business.

3. Market analysis 

You need to know your target market —the types of customers you are looking for—and how it’s changing.

Use the market analysis section of your business plan to discuss the size of your market—how many potential customers exist for your business—and if your potential customers can be segmented into different groups, such as age groups or some other demographic.

4. Competition

Describe your competition in this section. If you don’t have any direct competitors, describe what your customers currently do to solve the problem that your product fixes. 

If you have direct competition, detail what your strengths and weaknesses are in comparison, and how you’ll differentiate from what is already available. 

5. Marketing and sales

Use this business plan section to outline your marketing and sales plan —how you’ll reach your target customers and what the process will be for selling to them.

You’ll want to cover your market position, marketing activities, sales channels, and your pricing strategy. This will likely evolve over time, but it’s best to include anything that clearly details how you will sell and promote your products and services. 

6. Operations

What’s included in the operations section really depends on the type of business you are planning for. If your business has a physical location or other facilities, you’ll want to describe them here. If your business relies heavily on technology or specific equipment or tools, you should describe that technology or equipment here.

You can also use this section to describe your supply chain if that’s an important aspect of your business. 

7. Milestones and metrics

In a business, milestones are important goals that you are setting for your business. They may be important launch dates, or a timeline of when you’ll get regulatory approval—if that’s something you need for your business. Use this section of your plan to describe those milestones and the roadmap you are planning to follow.

You can also describe important metrics for your business, such as the number of sales leads you expect to get each month or the percentage of leads that will become customers.

8. Company overview and team

The company and team section of your plan is an overview of who you are.

It should describe the organization of your business, and the key members of the management team. It should also provide any historical background about your business. For example, you’ll describe when your company was founded, who the owners are, what state your company is registered in and where you do business, and when/if your company was incorporated.

Be sure to include summaries of your key team members’ backgrounds and experience—these should act like brief resumes—and describe their functions with the company. You should also include any professional gaps you intend to fill with new employees.

9. Financial plan and forecasts

Your financial plan should include a sales forecast, profit and loss, cash flow projections, and balance sheet, along with a brief description of the assumptions you’re making with your projections.

If you are raising money or taking out loans, you should highlight the money you need to launch the business. This part should also include a use of funds report—basically an overview of how the funding will be used in business operations. 

And while it’s not required, it may be wise to briefly mention your exit strategy . This doesn’t need to be overly detailed, just a general idea of how you may eventually want to exit your business. 

10. Appendix

The end of your business plan should include any additional information to back up specific elements of your plan. More detailed financial statements, resumes for your management team, patent documentation, credit histories, marketing examples, etc. 

• Detailed business plan outline

If you’re looking for greater insight into what goes into specific planning sections, check out the following outline for a business plan. It can help you develop a detailed business plan or provide guidance as to what may be missing from your current plan. 

Keep in mind that every business plan will look a bit different because every business is unique. After all, business planning is to help you be more successful, so focus on the sections that are most beneficial to your business and skip the sections that aren’t useful or don’t apply. 

To help, we’ve marked sections that are truly optional with an *.

Executive summary

Company purpose / mission statement.

A very brief description of what your business does and/or what its mission is.

Problem We Solve

A summary of the problem you are solving and an identifiable need in the market you are filling.

Our Solution

A description of the product or service you will provide to solve the problem.

Target Market

A defined customer base who will most likely purchase the product or service.

Briefly describe who is behind the business.

Financial Summary

A short overview of revenue goals and profitability timeline.

If you’ve already started selling your product or service, highlight important initial details here.

Funding Needed*

If you are raising money for your business, describe how much capital you need.

Products & Services

Problem worth solving.

A thorough description of the problem or pain points you intend to solve for your customer base. 

A thorough description of your proposed product or service that alleviates the problem for your customer base.

Describe any initial evidence that your customers are excited to spend money on your solution. Initial sales or signed contracts are good signs.

Intellectual Property/Patents*

If this is important for your business, outline it here.

Regulatory Requirements*

If government approval is required for your business, explain the details and timeline.

Future Products and Services*

What products and services might you offer in the future once your initial products and services are successful?

Market Size & Segments

How many potential customers do you have and what potential groups of customers are separated by specific characteristics?

Market Trends*

How consumers in your target market tend to act including purchasing habits, financial trends, and any other relevant factors.

Market Growth*

The perceived potential increase or decrease in the size of your target market.

Industry Analysis*

If your industry is changing or adjusting over time, describe those changes.

Key Customers*

If your business relies on certain important customers, describe who they are here.

Future Markets*

A snapshot of the potential market based on the last few sections and how your business strategy works within it.

Competition 

Current alternatives.

A list of potential competitors. Identifying the competition isn’t always obvious and it may take some digging on your part.

Our Advantages

The strategic advantage(s) that makes your target market more likely to choose you over the competition. 

Barriers to Entry*

If there’s anything that makes it more difficult for other people to start competing with you, describe those barriers.

Marketing & Sales

Market positioning.

Where do your products or services fit into the market? Are you the low-price leader or the premium option?

Unique value proposition*

What’s special about your offering that makes your customers want to choose it over the competition.

Marketing Plan

An outline of your marketing and advertising strategy including costs, advertising channels, and goals.

How do you sell your product or service? Self-serve or with a team of sales representatives?

Pricing Strategy*

Describe your pricing and how it compares to alternatives in the market.

Distribution*

Describe how your product gets in front of customers. Are you selling in stores and online? Which retailers?

SWOT Analysis*

Strengths, weaknesses, opportunities, and threats.

Location & Facilities

If you have a physical presence, describe where and what it is.

What technology is crucial for your business success?

Equipment & Tools

If special equipment or tools are needed for your business, describe them here.

Sourcing and fulfillment*

If you purchase your products or parts for your products from somewhere else, describe that sourcing and supply chain.

Partners and Resources*

If you have key partners that you work with to make your business a success, describe who they are and what services or products they provide.

Milestones and metrics

A detailed roadmap of specific goals and objectives you plan to achieve will help you manage and steer your business.

Key metrics

Performance measurements that help you gauge the overall performance and health of your business.

Company overview and team

Organizational structure.

An overview of the legal structure of your business. 

Company history and ownership

A summary of your company’s history and how it relates to planning your business.

Management team

The team that is starting or running your business and why they are uniquely qualified to make the business a success.

Management team gaps

Key positions that your business will need to fill to make it successful.

Financial plan and forecast

Projected profit and loss.

How much money you will bring in by selling products and/or services and how much profit you will make or lose after accounting for costs and expenses.

Projected cash flow

How and when cash moves in and out of your business. This also includes your overall cash position.

Projected balance sheet

Expected balances for business assets, liabilities, and equity.

Use of funds

If you are raising money either through loans or investment, explain how funds will be used. This is typically meant to be shared with investors or lenders.

Exit strategy

A brief explanation of how you intend to eventually exit from your business. This could include selling the business, going public, transitioning the business to a family member/employee, etc.

A repository for any additional information, including charts and graphs, to support your business plan.

Business plan outline FAQ

How do you organize your business plan?

There’s no real established order to business plans, aside from keeping the Executive Summary at the top. As long as you have all of the main business plan components, then the order should reflect your goals. 

If this is meant solely for your personal use, lay it out as a roadmap with similar sections grouped together for easy reference. If you’re pitching this to potential investors, lead with the stronger sections to emphasize the pitch. Then if you’re unsure of what order makes sense, then just stick to the outline in this article.

Should you include tables and charts in your business plan?

Every business plan should include bar charts and pie charts to illustrate the numbers. It’s a simple way for you, your team, and investors to visualize and digest complex financial information.

Cash flow is the single most important numerical analysis in a business plan, and a standard cash flow statement or table should never be missing. Most standard business plans also include a sales forecast and income statement (also called profit and loss), and a balance sheet.

How long should your business plan be?

There’s no perfect length for a business plan. A traditional business plan can be anywhere from 10 to 50 pages long depending on how much detail you include in each section. However, as we said before unless you intend to pursue funding, you likely don’t need a lengthy business plan at first.

Tim Berry is the founder and chairman of Palo Alto Software , a co-founder of Borland International, and a recognized expert in business planning. He has an MBA from Stanford and degrees with honors from the University of Oregon and the University of Notre Dame. Today, Tim dedicates most of his time to blogging, teaching and evangelizing for business planning.

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Free Business Plan Template for Small Businesses (2024)

Use this free business plan template to write your business plan quickly and efficiently.

A good business plan is essential to successfully starting your business —  and the easiest way to simplify the work of writing a business plan is to start with a business plan template.

You’re already investing time and energy in refining your business model and planning your launch—there’s no need to reinvent the wheel when it comes to writing a business plan. Instead, to help build a complete and effective plan, lean on time-tested structures created by other  entrepreneurs and startups. 

Ahead, learn what it takes to create a solid business plan and download Shopify's free business plan template to get started on your dream today. 

What this free business plan template includes

• Executive summary
• Company overview
• Products or services offered
• Market analysis
• Marketing plan
• Logistics and operations plan
• Financial plan

This business plan outline is designed to ensure you’re thinking through all of the important facets of starting a new business. It’s intended to help new business owners and entrepreneurs consider the full scope of running a business and identify functional areas they may not have considered or where they may need to level up their skills as they grow.

That said, it may not include the specific details or structure preferred by a potential investor or lender. If your goal with a business plan is to secure funding , check with your target organizations—typically banks or investors—to see if they have business plan templates you can follow to maximize your chances of success.

Our free business plan template includes seven key elements typically found in the traditional business plan format:

1. Executive summary

This is a one-page summary of your whole plan, typically written after the rest of the plan is completed. The description section of your executive summary will also cover your management team, business objectives and strategy, and other background information about the brand. 

2. Company overview

This section of your business plan will answer two fundamental questions: “Who are you?” and “What do you plan to do?” Answering these questions clarifies why your company exists, what sets it apart from others, and why it’s a good investment opportunity. This section will detail the reasons for your business’s existence, its goals, and its guiding principles.

3. Products or services offered

What you sell and the most important features of your products or services. It also includes any plans for intellectual property, like patent filings or copyright. If you do market research for new product lines, it will show up in this section of your business plan.

4. Market analysis

This section includes everything from estimated market size to your target markets and competitive advantage. It’ll include a competitive analysis of your industry to address competitors’ strengths and weaknesses. Market research is an important part of ensuring you have a viable idea.

5. Marketing plan

How you intend to get the word out about your business, and what strategic decisions you’ve made about things like your pricing strategy. It also covers potential customers’ demographics, your sales plan, and your metrics and milestones for success.

6. Logistics and operations plan

Everything that needs to happen to turn your raw materials into products and get them into the hands of your customers.

7. Financial plan

It’s important to include a look at your financial projections, including both revenue and expense projections. This section includes templates for three key financial statements: an income statement, a balance sheet, and a cash-flow statement . You can also include whether or not you need a business loan and how much you’ll need.

Business plan examples

What do financial projections look like on paper? How do you write an executive summary? What should your company description include?  Business plan examples  can help answer some of these questions and transform your business idea into an actionable plan.

Professional business plan example

Inside our template, we’ve filled out a sample business plan featuring a fictional ecommerce business . 

The sample is set up to help you get a sense of each section and understand how they apply to the planning and evaluation stages of a business plan. If you’re looking for funding, this example won’t be a complete or formal look at business plans, but it will give you a great place to start and notes about where to expand.

Lean business plan example

A lean business plan format is a shortened version of your more detailed business plan. It’s helpful when modifying your plan for a specific audience, like investors or new hires. 

Also known as a one-page business plan, it includes only the most important, need-to-know information, such as:

• Company description
• Key members of your team
• Customer segments

💡 Tip: For a step-by-step guide to creating a lean business plan (including a sample business plan), read our guide on how to create a lean business plan .

Benefits of writing a solid business plan

It’s tempting to dive right into execution when you’re excited about a new business or side project, but taking the time to write a thorough business plan and get your thoughts on paper allows you to do a number of beneficial things:

• Test the viability of your business idea. Whether you’ve got one business idea or many, business plans can make an idea more tangible, helping you see if it’s truly viable and ensure you’ve found a target market. 
• Plan for your next phase. Whether your goal is to start a new business or scale an existing business to the next level, a business plan can help you understand what needs to happen and identify gaps to address.
• Clarify marketing strategy, goals, and tactics. Writing a business plan can show you the actionable next steps to take on a big, abstract idea. It can also help you narrow your strategy and identify clear-cut tactics that will support it.
• Scope the necessary work. Without a concrete plan, cost overruns and delays are all but certain. A business plan can help you see the full scope of work to be done and adjust your investment of time and money accordingly.
• Hire and build partnerships. When you need buy-in from potential employees and business partners, especially in the early stages of your business, a clearly written business plan is one of the best tools at your disposal. A business plan provides a refined look at your goals for the business, letting partners judge for themselves whether or not they agree with your vision.
• Secure funds. Seeking financing for your business—whether from venture capital, financial institutions, or Shopify Capital —is one of the most common reasons to create a business plan.

Why you should you use a template for a business plan

A business plan can be as informal or formal as your situation calls for, but even if you’re a fan of the back-of-the-napkin approach to planning, there are some key benefits to starting your plan from an existing outline or simple business plan template.

No blank-page paralysis

A blank page can be intimidating to even the most seasoned writers. Using an established business planning process and template can help you get past the inertia of starting your business plan, and it allows you to skip the work of building an outline from scratch. You can always adjust a template to suit your needs.

Guidance on what to include in each section

If you’ve never sat through a business class, you might never have created a SWOT analysis or financial projections. Templates that offer guidance—in plain language—about how to fill in each section can help you navigate sometimes-daunting business jargon and create a complete and effective plan.

Knowing you’ve considered every section

In some cases, you may not need to complete every section of a startup business plan template, but its initial structure shows you you’re choosing to omit a section as opposed to forgetting to include it in the first place.

Tips for creating a successful business plan

There are some high-level strategic guidelines beyond the advice included in this free business plan template that can help you write an effective, complete plan while minimizing busywork.

Understand the audience for your plan

If you’re writing a business plan for yourself in order to get clarity on your ideas and your industry as a whole, you may not need to include the same level of detail or polish you would with a business plan you want to send to potential investors. Knowing who will read your plan will help you decide how much time to spend on it.

Know your goals

Understanding the goals of your plan can help you set the right scope. If your goal is to use the plan as a roadmap for growth, you may invest more time in it than if your goal is to understand the competitive landscape of a new industry.

Take it step by step

Writing a 10- to 15-page document can feel daunting, so try to tackle one section at a time. Select a couple of sections you feel most confident writing and start there—you can start on the next few sections once those are complete. Jot down bullet-point notes in each section before you start writing to organize your thoughts and streamline the writing process.

Maximize your business planning efforts

Planning is key to the financial success of any type of business , whether you’re a startup, non-profit, or corporation.

To make sure your efforts are focused on the highest-value parts of your own business planning, like clarifying your goals, setting a strategy, and understanding the target market and competitive landscape, lean on a business plan outline to handle the structure and format for you. Even if you eventually omit sections, you’ll save yourself time and energy by starting with a framework already in place.

Business plan template FAQ

What is the purpose of a business plan.

The purpose of your business plan is to describe a new business opportunity or an existing one. It clarifies the business strategy, marketing plan, financial forecasts, potential providers, and more information about the company.

How do I write a simple business plan?

• Choose a business plan format, such as a traditional or a one-page business plan. 
• Find a business plan template.
• Read through a business plan sample.
• Fill in the sections of your business plan.

What is the best business plan template?

If you need help writing a business plan, Shopify’s template is one of the most beginner-friendly options you’ll find. It’s comprehensive, well-written, and helps you fill out every section.

What are the 5 essential parts of a business plan?

The five essential parts of a traditional business plan include:

• Executive summary: This is a brief overview of the business plan, summarizing the key points and highlighting the main points of the plan.
• Business description: This section outlines the business concept and how it will be executed.
• Market analysis: This section provides an in-depth look at the target market and how the business will compete in the marketplace.
• Financial plan: This section details the financial projections for the business, including sales forecasts, capital requirements, and a break-even analysis.
• Management and organization: This section describes the management team and the organizational structure of the business.

Are there any free business plan templates?

There are several free templates for business plans for small business owners available online, including Shopify’s own version. Download a copy for your business.

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