Business Plan Template Summary
The Business Plan Template Summary is a working document created and supported by the ATA
Business and Finance SIG work group. This document highlights the key steps of the SIG’s
Business Plan template full version.
The business plan formalizes the business and operational goals of the organization with detailed
This template is a guide; the steps can be considered individually. Your business plan may have
more focus on some areas and omit other sections.
Fifteen Steps to assist in business plans and strategic planning for telehealth
1) Executive Summary
Decision makers will view this first, so the summary should attract their interest to
continue reading the plan.
Provides a concise overview of the telehealth plan, ideally in one page
Last section to write after you have worked out the details of your plan
2) Introduction and Background
Why is the telehealth program being proposed?
Identify key players, current situation