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