Contents of Plan
The contents list of your plan performs three critical
functions:
- Explains the scope and structure of the finished plan to
readers.
- Provides a index to facilitate access to specific sections of
the plan.
- Serves as a road map and guide during preparation of the
plan.
The third function is often overlooked but it is critical to the
successful compilation of a business plan. Your time will be very well spent
drawing up a detailed table of contents for the plan prior to any writing.
Build up this table by progressively expanding main sections into sub-sections
and even sub-sub-sections to cover all the key issues. This will allow you
to:
- Envisage the scale and scope of the plan.
- Test the logic of the plan.
- Determine the flow of text and ideas from one section to
another.
- Define the detailed contents of the plan.
- Identify shortcoming in research and preparation.
You should critically examine and fine tune the contents list and
allocate page lengths to each section. This contents list can then be used as
the basis for identifying and assigning tasks to be researched, analyzed or
discussed prior to drafting.
The importance of using the contents list as a guide when writing
a business plan cannot be overstated. It is your road map. Try going on a long
journey without a good map and see what happens - you take wrong turns, you
drive into blind alleys, you get lost, you waste time, you have to double back,
you miss short cuts and, in the end, you may never get to your destination. A
similar outcome could apply if you try to write a plan without first compiling
a detailed contents list.
Note: Free-Plan, a 150-page Word-based template based on
this business plan guide, can be downloaded for free
here.
| Freeware Business Planner |
 |
Free-Plan - 150-page Business Plan Guide & Template |
Requires: Word + Windows 95/98/Me/NT/2000/XP Price: Free |
| Details & Download |
The following is a suggested table of contents based on this
Guide. Use appendices at the very back of the
plan to hold the more detailed information, analyses, schedules etc. When
compiling your plan, be sure to number all pages and index them on the contents
page.
Basic Information
1. Introduction
2. Summary
3. Mission, Strategies
etc. 3.1
Vision 3.2 Mission 3.3
Values 3.4 Objectives 3.5
SWOTs 3.6 Strategies 3.7
Goals
4. Present
Status 4.1
Background 4.2 Recent Progress
5. Product/Service
Offerings
6. Profiles of Target
Markets 6.1 Market
Analyses 6.2
Competition 6.3
Customers/Users 6.4 Market Size, Sales & Share
Forecasts
7. Marketing Strategies, Sales Plans
& Projections 7.1 Marketing Strategies
& Sales Plans 7.2 Sales Projections
8. Technology and
R&D
9. Operational/Manufacturing
Plans
10. Management &
Administration 10.1
Management 10.2 Administration
11. Financial
Projections 11.1 Key
Assumptions 11.2 Projected Income
Statements 11.3 Cashflow
Projections 11.4 Projected Balance
Sheets 11.5 Sensitivity
Analyses 11.6 Ratio Analyses
12. Funding Requirements &
Proposals
13.
Implementation
14. Conclusion
Appendices 1.
Introductory 2.
Marketing 3.
Operational 4.
Finance
Additional
Help (If visiting the links below, use the
back button on your browser to return to this page)
The Plan Write
Business Planner and Plan
Write Expert Planner software packages contain comprehensive listings of
all the topics that might appear in a business plan plus an outliner to help
you structure and tailor the contents of a plan. These can be used as the
jumping off point for systematically entering text and compiling detailed
schedules and projections.
If you intend to use Word to help produce your business plan, have
a look at Free-Plan, a
150-page guide and template which complements this on-line guide. It can be used
in conjunction with Exl-Plan,
an Excel-based financial planner, to compile and present your financial
projections.
| Plan Write Business Planner -
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| Plan Write Expert Planner -
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| Exl-Plan Free - Comprehensive 2 Year
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Free |
Details |
Download |
| Exl-Plan - Comprehensive
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From US$ 29 |
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| 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 |
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| Free-Plan - 150 Page Business Plan
Guide &
Template (Word-based) |
Free |
Details |
Download |
| Plan Write Market Planner -
Marketing Plan Writer |
From US$ 119 |
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Demo |
| Quick Insight - Business Idea
Assessor |
From US$ 219 |
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| Business Insight - Marketing
Strategy Evaluator |
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| Note: All
packages need Windows 95/98/Me/NT/2000/XP |
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