Guide to structure and contents of a business plan plus advice and help

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Page Contents:

  Preliminary Tasks

  Writing the Plan

  Reviewing the Plan

 

Business Plan Checklist

Preliminary Tasks Done ?
1. Complete market research and analyses  
2. Clarify key matters relating to products/services and technology  
3. Form the basis of the management team  
4. Prepare a strategic plan as framework for detailed plan  
5. Decide the central purpose of the plan and its target audience  
6. Locate professional advisers to assist with the planning  
7. Acquire any software tools needed to help prepare the plan  
8. Research and compile a list of possible recipients of the plan  
9. Ascertain any specific needs of likely key recipients  

Writing the Plan Done ?
1. Create a framework for the plan e.g. table of contents  
2. Identify possible appendices, attachments etc.  
3. Estimate page lengths for each key section  
4. List main issues and topics to be covered within key sections  
5. Assign work programs based on the framework and lists  
6. Draft preliminary sections (excluding summary) within the front of the plan  
7. Draft all key sections in the plan's body in a logical sequence  
8. Compile financial projections, funding proposals and related appendices  
9. Check the preliminary draft for completeness and plug gaps  
10. Stand back and take a detached overview of the draft  
11. Let an outsider or adviser critique the latest draft  
12. Redraft, fine tune and spell check  
13. Write the executive summary and plan's conclusion  
14. Get an independent assessment of the final draft  

Reviewing the Plan OK ?
1. Is the plan nicely presented - bound, page numbered etc.?  
2. Has the plan been spell checked in its final form?  
3. Is the plan's length appropriate to its purpose ?  
4. Have the business's (funding) needs been clearly stated ?  
5. Does the plan's summary stimulate interest ?  
6. Have all key questions been anticipated ?  
7. What likely objections remain unresolved ?  
8. Will the plan provoke the desired responses?  

Note: Free-Plan, a free Business Plan Template for Word (48 pages) and a complementary Guide (supplied as a 90+ topic Help file and as a 100+ page PDF file for printing), can be downloaded for free here.

Freeware Business Planner
free business plan Free-Plan - 150-page Business Plan Guide & Template
Requires: Word + Windows 95/98/Me/NT/2000/XP
Price: Free
Details & Download

Additional Help
(If visiting the links below, use the back button on your browser to return to this page)

Have a look at the guide, software and advice sections within this Guide.

For general guidance, refer to the white papers on Writing a Business Plan and Insights into Business Planning.

If you need more extensive assistance, consider using the Plan Write Business Planner or Plan Write Expert Planner software packages.

See also Free-Plan, a 150-page Word-based business plan guide and template. It can be used in conjunction with Exl-Plan, an Excel-based financial planner, to compile and present your financial projections.

Business Planning Tools
Plan Write Business Planner - Complete Business Planner From US$119 Details Demo
Plan Write Expert Planner - Expert Business Planner From US$ 219 Details Demo
Exl-Plan Free - Comprehensive 2 Year Financial Projections (Excel-based) Free Details Download
Exl-Plan - Comprehensive 3-5-7 Year Financial Projections (Excel-based) From US$ 29 Details Download
Cashflow Plan Free - 6 Month Cash Flow Forecaster (Excel-based) Free Details Download
Cashflow Plan - 12 Month Cash Flow Forecaster (Excel-based) From US$ 39 Details Download
Free-Plan - 150 Page Business Plan Guide & Template (Word-based) Free Details Download
Plan Write Market Planner - Marketing Plan Writer From US$ 119 Details Demo
Quick Insight - Business Idea Assessor From US$ 219 Details Demo
Business Insight - Marketing Strategy Evaluator From US$ 785 Details Demo
Note: All packages need Windows 95/98/Me/NT/2000/XP

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