Dr. Paul Borosky, DBA, MBA
Business Plan Steps 4 and 5 · 1,000+ Plans Written
How to Write the Management Section of a Business Plan, With an Org Chart
Lenders worry about businesses that live and die with one person. The management section answers that worry: short bios, clear duties, and a chart anyone can read in seconds. Here is how Dr. Paul writes it, with samples.
Last Updated: 10/30/2026 · Written by Dr. Paul Borosky, DBA, MBA
Watch First
Watch: How to Write the Organizational Structure of a Business Plan
The Short Answer
What Goes in the Management Section of a Business Plan?
The organization and management section shows who runs the business and who does what. It has three parts: a short bio for the founder and each leader, the job responsibilities for each key position, and an organizational chart that shows who reports to whom.
In Dr. Paul's ten step order this is Steps 4 and 5. Step 4 is the people and their duties. Step 5 is the chart.
Rather Have Dr. Paul Write It With You?
Short Bios
How Do You Write the Management Summary?
Write a short bio for the founder and each member of the leadership team. Highlight only the experience tied to this business and this industry.
A lot of small businesses really are all about the owner. Investors see that as risk: if something happens to the owner, the investment goes with them. Keep each bio to a paragraph or less. Enough to show competence. Not so much that the owner becomes the star of the plan instead of the business.
Dr. Paul Borosky Sr., DBA, MBA, is the founder and CEO of ABC Consulting. He has started and managed several small businesses over the last ten years, including a tutoring company, a home repair company, and a business consulting firm. In each, he was responsible for every part of the organization, from marketing to strategic planning.
Four or Five Duties
How Do You Write Job Responsibilities?
List the key positions and what each one does. You do not need every job in a larger company. A restaurant might list the leadership team, chefs, kitchen help, servers, and host. That shows the lender you know what it takes to run the place.
Spelling out duties also heads off arguments later between partners and managers about who owns what.
CEO: create and run marketing strategy, align strategy with the vision, negotiate vendor contracts, keep the business legally compliant, and watch the market for new opportunities.
General Manager: control inventory, run daily operations, cover servers and cooks at peak times, interview and hire, and onboard new employees.
Keep each position to four or five duties. Staying broad keeps the section readable and keeps your operating playbook private.
A new Nebraska LLC must publish a notice of organization in a local legal newspaper for consecutive weeks and file proof. Build that step into your startup timeline with Nebraska business plan help.
Step 5
How Do You Make an Organizational Chart for a Business Plan?
The org chart is a picture of the job responsibilities. Each box is a position. Each line shows who reports to whom.
Most people will not read the job responsibilities. But they stop and study a chart. A clean org chart teaches the reader your structure and chain of command in seconds.
Using AI
Can AI Help With the Management Section and Org Chart?
Paste a rough resume or your LinkedIn text and ask AI to compress it into a tight, investor ready paragraph that ties your experience to this business. Let it draft job duties, then trim each role to the four or five that matter. For the chart, hand AI your roles and ask for a reporting hierarchy. Then check what a machine will miss: every role reports somewhere, the chain of command is clear, and the chart matches how the business will actually run.
AI can write the bio. Only you know which parts of your story matter to a lender.
Avoid These
What Are the Most Common Management Section Mistakes?
- A full page bio for the owner. One paragraph per person.
- Listing experience that has nothing to do with this business. Lenders want relevant proof.
- Ten duties per job. Four or five, broad.
- No org chart. It is the part people actually read.
- Two people, same job. Every duty should have one owner.
Building the structure for real, not just on paper? See what organizational structure is and how to delegate work.
Michigan forms LLCs and corporations through LARA's Corporations Division, not the Secretary of State. Your good standing certificate comes from LARA too. Michigan business plan help covers what to cite in your plan.
Real World Use
How an Owner Uses This Section
Three bios, clear duties, one chart
Say three partners are buying an HVAC company with an SBA loan. Each gets a one paragraph bio: the licensed technician, the operations lead, and the partner who runs sales and the books.
Each partner gets four or five duties, with no overlap. Who approves purchases? Who hires? Who signs off on jobs? It is all on one page.
The org chart shows the three partners at the top, two lead techs under operations, and the office manager under sales and finance. The lender sees a team, not a single point of failure.
Owners who form an entity in Delaware but operate elsewhere still have to register in their home state. Dr. Paul sorts out those formation steps on the Delaware business plan writer page.
Keep Going
More Management Section Videos
How to Customize the Organizational Structure Section of a Business Plan Template
Dr. Paul fills in the organizational structure section of a template. (9:01)
Organizational Chart for a Business Plan
A quick tip on building the org chart for your plan. (5:27)
Questions
Management Section Questions Owners Ask
What goes in the management section of a business plan?
How long should a management bio be in a business plan?
Do I need an organizational chart if it is just me?
How many job duties should I list for each position?
Can AI write my management section?
Management and the org chart are Steps 4 and 5 of 10.
How to Write a Business Plan in Ten Steps, Fifth Edition walks through every section in order, with a full sample plan, a fill in template, and a Using AI box in each step.
Written by Dr. Paul Borosky, DBA, MBA, current college professor, business consultant, and author with 14+ years and 1,000+ businesses served.
This page is for general educational purposes only. It is not financial, investment, legal, or tax advice.