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

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Guide Contents:

  Introduction

  Front of Plan
    Cover
    Contents
    Basic Info
    Introduction
    Summary   

  Body of Plan

  Appendices

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2. Summary

Write this summary once your plan is at its very final draft stage.

Hit the highlights and key issues. Avoid detail - focus on matters of strategic importance to the business. If desired, cross reference the reader to the sections containing detailed text.

Address the needs and interest of the reader - what information does the reader want to get orientated or to become interested in the business? Consider devising slightly different summaries for different categories of reader.

Consider allocating one paragraph to summarize the contents of each main section. Make use of bullet points instead of continuously flowing text like:

  • Start the summary on a new page immediately after the 1. Introduction.
  • Keep the length of this section below three pages.
  • Give this section plenty of thought and time as it may be the most important part of your entire plan. Many readers will decide whether to look at the rest of your plan based on a quick read of its summary.
  • Do not include any material in this summary which is not covered elsewhere in the plan.
  • Use a chart or two to highlight key issues - a picture can be worth a thousand words as the following chart illustrates.


    Chart generated using Exl-Plan, business financial planner.

Finally, give your summary and the draft final plan to an honest, critical outsider to review.

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