HTML Preview Business Plan To-Do-List page number 1.
Business Plan Checklist
Company Name:
Owner’s Name:
Date:
It is recommended that the items mentioned be added to the business plan. Items shown
in bold are those items which are considered to be extremely important when seeking
financing.
PLAN FORMAT
___ Use 8½” x 11” White Paper
___ Narrative should be 10-20 Pages [Does not include Financials or Appendices]
___ Use a 3-Ring Binder [Do not use Spiral Binder]
___ Include Graphs, Drawings, Charts, & Tables
___ Bold the most important Sentence on each Page [Do not Bold Headings]
___ Use Objective Adjectives [Do not use Subjective Adjectives]
COVER PAGE
___ Show the Business Name
___ Show the Business Address
___ Include the Company Logo/Slogan
___ Show the Telephone/Fax Number
___ Present the Web Address
___ Include the Contact Person’s Name, Phone Number, & Email Address
TABLE OF CONTENTS
___ List All Major Headings & Sub-Headings
___ List the Contents of the Appendices
___ Make sure the Page Numbers correspond correctly to the Plan
EXECUTIVE SUMMARY
This is the most important section of the plan. Write this section last! This section should be
no longer than two pages. Write one paragraph (five to 8 sentences) summarizing the facts for
each of the above paragraphs. It discusses the business opportunity, product/service description,
current business position, financial potential, and the financing request, in very concise and
precise language. Remember the major purpose of this section is to entice the reader to
read the entire plan. It must sell the reader on the economic opportunity of this idea and your
ability to make this venture successful.