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