Checklist for Business Plan

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Checklist for Business Plan
_____ Cover Page
_____ Table of Contents
_____ Section 1: Executive Summary (to be completed LAST)
_____ Section 2: General Company Description
 ___Mission Statement
 ___Company Goals and Objectives
 ___Business Philosophy
 ___To Whom You Are Marketing Products
 ___Description of Industry
 ___Description of Most Important Company Strengths and Competencies
 ___Legal Form of Ownership
_____ Section 3: Products and Services
 ___In-Depth Description of Products / Services
 ___Explanation of Factors that Give Advantages / Disadvantages
 ___Explanation of Pricing, Fees, Leasing Structures of Products / Services
_____ Section 4: Marketing Plan
 ___Market Research
o ___Primary
o ___Secondary
 ___Economics
 ___Product From Customer’s Point of View
 ___Features and Benefits
 ___Target Customers
 ___Competition
 ___Niche
 ___Strategy
 ___Promotion
o ___Budget
o ___Pricing
o ___Location
o ___Distribution Channels
 ___Sales Forecast
_____ Section 5: Operational Plan
 ___Production
 ___Location
 ___Legal Environment
 ___Personnel
 ___Inventory
 ___Suppliers
 ___Credit Policies
o ___Managing Accounts Receivable
o ___Managing Accounts Payable
_____ Section 6: Management and Organization
 ___Who Will Manage and Position Descriptions
 ___Professional and Advisory Support
_____ Section 7: Personal Financial Statement
_____ Section 8: Appendices
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