Guide Contents:
Introduction
Front of
Plan
Cover
Contents
Basic
Info
Introduction 
Summary
Body of
Plan
Appendices
|
1. Introduction
Before putting "pen" to paper, review the Checklist for Preparing a Business Plan.
Use this section to introduce the plan. Do not summarize
the plan here - write this in the 2. Summary section
once the entire plan has been finalized.
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The Introduction could cover the following matters.
- Briefly introduce the business entity (company, partnership,
sole trader etc.) to which your plan refers. Use a maximum of two sentences to
explain what the business does or plans to do.
- Explain the purpose of or reason for the plan (e.g. guide
management, raise funds etc.).
- Indicate who wrote the plan and when. Mention any key external
help secured from researchers, consultants etc.
- Outline the scope and general structure of the plan by setting
out the sequence of main sections as short bullet points like:
- Sections 2 below contains a summary of the plan
- Sections 3 and 4 review the background the development of
the business and its current product service/offerings respectively.
- And so on .....
- Indicate that the plan is confidential etc. For example,
include a paragraph like the following:
This document is confidential and has been made available
to the individual to whom it is addressed strictly on the understanding that
its contents will not be disclosed or discussed with any third parties except
for the individual's own professional advisers. Investment in new and small
businesses carries high risks as well as the possibility of high rewards. It is
highly speculative and potential investors should be aware that no established
market exists for the trading of shares in private companies. Prospective
investors are advised to verify all material facts and to take advice from a
professional adviser before entering into any commitments. This plan is
strictly for information only and does not constitute a prospectus nor an
invitation to subscribe for shares. Forward-looking projections and statements
in the plan have been compiled by the promoters for illustrative purposes and
do not constitute profit forecasts. The eventual outcome may be more or less
favorable than that portrayed.
If necessary, get professional advise on more appropriate
wording. If confidentiality is important, add a 'slot' for numbering all copies
of the plan to its Cover and maintain a distribution
register.
- Give contact details (name, position, address, phone, fax and
e-mail) for the key person dealing with the plan.
This entire section should fit onto one page (two pages
maximum).
Note: Free-Plan, a 150-page Word-based template based on
this business plan guide, can be downloaded for free
here.
Additional
Help
(If visiting the links below, use the
back button on your browser to return to this page)
For general guidance, refer to the white papers on
Writing a Business Plan and
Insights into Business
Planning.
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Free-Plan software
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