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Guide · Agent skill

How to use the Business Plan Writer agent skill

Updated · written with AI from the project's own documentation and checked against our catalogue data

The Business Plan Writer is an agent skill from the genoffice collection that turns a project idea into a full business plan covering market, product, business model, competition, financial projections and team, delivered as a Word document. It suits founders preparing a pitch or fundraising document, teams writing an internal project approval case, and students or competition entrants who need a structured plan. After reading this guide you will know how to install the skill, how to ask for a plan in plain language, and what to check before you rely on the result.

Business Plan Writergenspark-ai/genoffice · Apache-2.0

Quick start

  1. 1Download the ZIP. Download the business-plan skill ZIP from this page. It contains SKILL.md.
  2. 2Unzip into a skills folder. Extract it into ~/.claude/skills/ for all projects, or into .claude/skills/ inside one project.
  3. 3Or upload in the Claude apps. In the Claude apps, go to Settings → Capabilities → Skills and upload the skill.
  4. 4Confirm the requirements. Make sure Word document tools and, if needed, web search are available to the agent.
  5. 5Describe your idea. Ask for a business plan and state the project idea, the intended reader and the stage.
  6. 6Answer the agent's questions. The agent asks about the reader, stage and existing data, then collects material chapter by chapter.
  7. 7Review the Word file and weak spots. Check the delivered document, the assumptions table and the list of weakest spots before sharing it.

What an agent skill is and what this one does

An agent skill is a folder of instructions that an AI agent loads when a task matches it. This one is named business-plan and is defined in a single file, SKILL.md.

Once installed, the agent works through the plan step by step. It first asks who the plan is for and what stage the idea is at. It then collects information on market, product, business model, competitors, team and funding, and writes TBD for anything missing. It builds a three-year financial model with an assumptions table and delivers the result as a Word document. Finally it points out the weakest parts of the plan and the evidence still needed.

  • Settles the reader and purpose: fundraising, internal approval, or an application or competition
  • Collects material chapter by chapter and marks gaps as TBD
  • Builds a three-year driver model with all assumptions in one table
  • Delivers a Word document titled '<Project Name> Business Plan'
  • Lists the two or three weakest spots and the evidence to add

Install the Business Plan Writer skill

Download the ZIP for the skill from this page. The package contains SKILL.md. You can install it in one of two ways.

For Claude Code, unzip the file into ~/.claude/skills/ to make it available in all your projects, or into a project's .claude/skills/ folder to make it available only in that project.

In the Claude apps, upload the skill under Settings → Capabilities → Skills.

  • Personal install: ~/.claude/skills/
  • Project install: .claude/skills/ inside your project folder
  • Claude apps: Settings → Capabilities → Skills

Check the requirements before you start

The skill needs Word document tools available in the agent environment, because the output is a .docx file. If you want external market data gathered, you also need web search access. The skill does not run scripts, but it does use the network when it searches for data.

Without Word document tools the agent cannot deliver the file the skill is built around, so confirm this before a long session.

  • Word document tools available in the agent environment (required)
  • Web search access, if external market data should be gathered
  • Runs scripts: no
  • Uses network: yes

How to trigger the skill with natural requests

You do not need a special command. Describe your project idea and ask for a business plan. The skill's listed quick prompts show the kind of request it expects.

Expect the agent to ask questions first. Answering who the plan is for and what stage the idea is at lets it choose the length and the depth of the financial chapter. If you already have half-finished material, paste it in or describe what you have.

  • Write a business plan from this project idea
  • Complete the financials and competitive analysis in this business plan

Examples of what to ask for

A useful first request states the idea, the reader and the stage. For example: a two-person team with a working prototype preparing a seed pitch, or a department writing an internal case for a new tool.

If you already have a draft, ask the agent to fill specific gaps, such as the financial projections or the competitive comparison. Note that the skill marks any figure it could not source as an assumption, with its reasoning, so you can check it.

Safety notes and what to verify yourself

The skill avoids giving rates of return or valuation conclusions. It may list valuation methods, but the conclusion is for you and your investors to agree. Its figures are assumptions that a professional should check.

For licences, permits or industry entry, the skill only inserts a 'subject to local rules' placeholder. You must verify those requirements yourself.

External data comes from web search and may be incomplete or outdated. Each figure should carry its source and year, and where sources disagree the skill is meant to list both.

  • Do not treat the financial model as an investment decision or valuation
  • Verify all regulatory requirements independently
  • Check every external figure against its source before use

What people use it for

  • A founder drafting a first complete plan before a pitch deck
  • A team writing an internal project approval case with a three-year model
  • A student or competition entrant needing a structured business plan with a financial section
  • Identifying missing evidence in an existing half-finished plan

Frequently asked questions

How do I install the business-plan skill?

Download the ZIP from this page and unzip it into ~/.claude/skills/ for all projects, or into a project's .claude/skills/ folder. In the Claude apps you can instead upload it under Settings → Capabilities → Skills.

What does the business plan skill require?

It requires Word document tools available in the agent environment. Web search access is needed if you want external market data gathered. It does not run scripts but does use the network.

Is the Business Plan Writer skill free?

The skill is licensed under Apache-2.0. This page does not state pricing for any other service the agent environment may require, so check those separately.

Can the skill give me a valuation or predict investment returns?

No. The skill explicitly avoids rates of return and valuation conclusions. It may list valuation methods, but the conclusion is for you and your investors to agree.

Can I use it for a regulated industry like finance or healthcare?

It is not suited to that. For licences and permits it only inserts a 'subject to local rules' placeholder, so you must verify requirements independently.

Is the market data reliable?

Not on its own. External figures come from web search and may be incomplete or outdated. The skill asks for a source and year on every figure, but you should verify them yourself.

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Our verdict

Use this skill if you are a founder, team or student who needs a complete first draft of a business plan with a structured financial model and a clear list of gaps. Pick something else if you need a final investment decision, a valuation, regulatory guidance or verified market data from a professional source.

Download the skill