Skeleton Documents

How to Write a 5-Year Business Plan for UK Banks

The standard structure required by UK banks for loans or investment.

Updated: January 26, 2026

What does this AI prompt do?

This AI prompt helps UK SMEs by providing a ready-to-use template for the standard structure required by uk banks for loans or investment.. Simply copy the template below, customize the variables for your business, and paste into any AI tool like ChatGPT or Claude.

AI Prompt Template

Act as a specialist consultant.

Here is the improved business prompt template:

**I require a comprehensive, results-oriented skeleton structure for a formal 5-Year Business Plan designed to secure [Purpose | radio:Bank Loan,Investor Pitch,Internal Strategy] for [My Company].**

**Objective:** To generate a meticulously structured outline that defines precisely what critical data points must be gathered to construct a compelling and fundable 5-year plan.

**Outline the following core chapters, providing specific, actionable bullet points detailing the essential data required for robust completion of each section:**

1. **Executive Summary:** *(Must concisely summarize the entire plan's findings and proposition)*
2. **Company Overview:** *(Must clearly define the 'who' and 'why' of the organization)*
3. **Market Analysis (UK Context):** *(Must robustly justify the opportunity and address competitive threats within the defined geographical space)*
4. **Products/Services:** *(Must clearly articulate the value proposition, unique selling points, and competitive advantages)*
5. **Marketing Strategy:** *(Must detail the verifiable roadmap for customer acquisition and revenue generation)*
6. **Operations:** *(Must detail the logistical and structural backbone ensuring scalable execution)*
7. **Financial Plan:** *(Must include precise projections and underlying assumptions necessary for rigorous due diligence)*

How to use this prompt:

  1. Copy the template above
  2. Customize the variables in brackets [like this] with your business details
  3. Paste into ChatGPT, Claude, or your preferred AI tool
  4. Get professional results in minutes

Why this works:

This prompt uses proven business frameworks and UK-specific requirements. It's designed to give you professional results that comply with local regulations and industry best practices.