The Five Levels of the Business Planning Pyramid

By Succession Plus, July 17, 2024

The Business Planning Pyramid is designed to help you understand the comprehensive approach to creating integrated business plans that drive value. Developed by Christopher Snider, CEO of the Exit Planning Institute, this model provides a structured framework that ensures all aspects of your business are aligned and working together towards your strategic goals.

The Five Levels of the Business Planning Pyramid:

Marketing Plan
Fulfillment Plan
Resource Plan
Finance and Legal Plan
Business Enterprise Strategy

Each level broadens in scope, supporting the steps above and across, ensuring a holistic approach to business planning. The planning process starts with the customer and flows down through the functional model, then back up based on resource capabilities, strengths, weaknesses, competitive advantages, and limitations.

Explore the Business Planning Pyramid infographic to gain insights into creating a robust and integrated business plan that enhances your business value and sets a longer-term strategy for success.