Creation of an Editable Business Plan Template in Canva Docs

Creation of an Editable Business Plan Template in Canva Docs 1. Project Objective The goal of this project is to create a fully editable, professionally designed business plan in Canva Docs that adheres to scientific standards and is suitable for presentation to banks, investors, and funding institutions. The business plan will serve as a template for future client projects of HEMMELMANN CONSULTING. The layout must be minimalist, non-promotional, and highly structured, with a focus on functionality, clarity, and print-readiness. All content (text, graphics, tables, charts) should be inserted as placeholders and must be fully editable within Canva Docs. The freelancer will proceed section by section, ensuring step-by-step feedback and alignment. 2. Design Guidelines Typography and Layout Font: Modern, sans-serif (e.g., Montserrat, Raleway, Open Sans) Font size: 12 pt Font color: Dark grey Line spacing: 1.5 Alignment: Left-aligned (no justified text) No unnecessary highlights, bolding, or visual clutter Color Scheme Background: Always white Primary color: Deep red (HEMMELMANN CONSULTING brand tone – #5f294b) Secondary colors: Anthracite, light grey Use of color must be minimal and discreet No gradients, shadows, or 3D effects Footer (on every page) Page number HEMMELMANN CONSULTING Project name / client name (editable placeholder) 3. Technical Requirements The entire document must be created using Canva Docs All elements must be editable within Canva: Text, numbers, titles, color fields, labels Graphics (charts, process maps, timelines) Tables (rows, columns, labels) Do not use screenshots, PNGs, or non-editable formats 4. Work Process The freelancer is expected to work step by step, delivering one section at a time for review and feedback before proceeding. This ensures alignment on structure and style. Upon request, we will provide sample Canva templates for orientation that may be adapted. 5. Document Sections and Content Structure Cover Page Design as per screenshot provided (title: Business Plan, subtitle: Business Financing) Layout: Clean, centered, white background, deep red accents Modern fonts, clear borders Interactive Table of Contents Auto-updating (based on H1/H2/H3 heading structure) Shows all chapters and subchapters in an indented, structured list Must be styled in line with the overall design (minimalist, functional) Key Facts Dashboard-style overview with the following placeholders: Company name, year of establishment, trade registry number, legal form, share capital, managing director, address, capital requirements, capital structure Clear block layout with optional minimalist icons Clean grid structure with editable fields Company Profile Introduction: Text placeholder Company History: Text + timeline graphic (10 editable milestones) Vision: Text Management: Text + minimalist CV table (name, experience, background) Business Model Text fields for: General model Products and services Value proposition / USP Value Chain: Text + process map with 3 categories: 8 Core processes 8 Management processes 12 Support processes Resources Text field for general resource overview Human Resources: Text Table: Headcount plan by year and position Table: Age structure by year (16–30, 31–40, etc.) Charts: Headcount development + demographic shift Facilities: Text field Machinery: Text Table with columns: Name, manufacturer, year, model, purchase price, current value, description Finance Text field Charts: Debt service coverage ratio Debt-to-equity ratio Collateral structure (own vs. external collateral) Suppliers and Service Providers Text field only Market Market: Text field Target Group: Text Optional embedded Google Maps graphic showing regional focus or target clusters (not a screenshot, but visually embedded with styling) Competitors: Text + comparison table (own company vs. 3 competitors, 15 criteria) Optional radar or bar chart Optional Google Maps view of competitors (styled map) Go-to-Market Strategy and Marketing Go-to-Market Strategy (Current): Text Marketing Measures (Planned): Text Graphic: 7P Marketing Mix (Product, Price, Place, Promotion, People, Process, Physical Evidence) Social Media: Text Online Marketing: Text Offline Marketing: Text SWOT Analysis Text field 2x2 matrix graphic (Strengths, Weaknesses, Opportunities, Threats) with placeholder text in each field Legal Form Text field only Milestones Visual project timeline with up to 10 editable milestones (date, title, 1-line description) Styled like a roadmap or horizontal timeline Financial Planning Introductory text: Methodology and data structure Financial Dashboard (on a single DIN A4 page) showing key developments as charts: Revenue EBIT Sales volumes Headcount Liquidity Debt service capability Development of debt 6. Target Audience The business plan will be submitted to banks, funding bodies, and professional partners. It must reflect a neutral, analytical, and data-driven tone, avoiding any form of commercial or promotional presentation. 7. Final Deliverables A fully editable Canva Docs document All charts, tables, graphics as native Canva elements (no screenshots or locked objects) Footer on every page Structured content section by section Visually consistent design from cover to final page

Project ID: 39271155