Use it for a bank loan plan

How to draft and stakeholder review a business plan for a bank loan review.

Time required: about 10 min

1. 1

   Gather the numbers needed for a repayment plan

   Organize the loan amount, repayment period, and expected cash flow.

2. 2

   Write constraints and resources specifically

   Note things like existing debt and available collateral.

3. 3

   Add CFO or loan-officer roles as stakeholders

   This draws out objections about repayment ability or overly optimistic assumptions.

4. 4

   Run it and review the objection table

   Check how weak points in the repayment plan were called out.

5. 5

   Add number-based charts

   Cash flow projections appear labeled “Illustrative estimate.”

6. 6

   Export in the bank's required format

   Since approval is never guaranteed, double-check the bank's specific requirements before submitting.

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Related guides

• Write expected objections
• Add numbers and charts
• Export a ringi (formal written approval request), proposal, PDF or Word document
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