This Business Plan Checklist provides a comprehensive checklist of all the essential
components of a business plan. This document contains the standard terms for this
type of document, however additional language may be added to meet the needs of the
specific business plan being created. Use this form to ensure all of the necessary topics
are covered when creating a business plan.
Business Plan Checklist
Section 1 Executive Summary
Contains information about ownership, products and services, market & management
_______________________________________________________________________
Summarizes any financial request
_______________________________________________________________________
Section 2 Company Summary
Purpose and Mission ____________________________________________________
Ownership and Organization_______________________________________________
Location and Facilities____________________________________________________
Operations_____________________________________________________________
Section 3 Products and/or Services
Description of each product or service________________________________________
Source or cost of products_________________________________________________
Show how products meet specific market demand_______________________________
Section 4 Market Analysis
Target markets described in detail, including trends, growth and numbers
__________________________________________________________________________
Demographics relative to markets____________________________________________
Customer Estimates______________________________________________________
Competitive Analysis______________________________________________________
Section 5 Market Strategy
Descriptions of how product or service is positioned, priced, placed, promoted and sold
__________________________________________________________________________
Description of how customers are cared for____________________________________
Section 6 Management Summary
Names and summary of experience, education and qualifications of each key manager
__________________________________________________________________________
Organization chart or description of how each management function is accomplished
© Copyright 2013 Docstoc Inc. registered document proprietary, copy not 2
________________________________________ (marketing/sales, operations, accounting,
admin, HR, legal)
Section 7 Financial
Sources and Uses of Funds________________________________________________
Financial and sales assumptions_____________________________________________
Past years’ Profit & Loss and Balance Sheet___________________________________
2006, 2007 and 2008 Projected Profit and Loss Statements _______________________
Personal Income Statements and Balance Sheet________________________________
Section 8 Appendix
Photos of Existing or Proposed Shop, Office, Plant or Store________________________
Equipment Lists, Leases, or any data supporting any section of Plan_________________
© Copyright 2013 Docstoc Inc. registered document proprietary, copy not 3
INFORMATION AND FORMS ARE PROVIDED "AS IS" WITHOUT ANY EXPRESS OR IMPLIED WARRANTY OF ANY KIND
INCLUDING WARRANTIES OF MERCHANTABILITY, NONINFRINGEMENT OF INTELLECTUAL PROPERTY, OR FITNESS
FOR ANY PARTICULAR PURPOSE. IN NO EVENT SHALL DOCSTOC, INC., OR ITS AGENTS, OFFICERS, ATTORNEYS,
ETC., BE LIABLE FOR ANY DAMAGES WHATSOEVER (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF
PROFITS, BUSINESS INTERRUPTION, LOSS OF INFORMATION) ARISING OUT OF THE USE OF OR INABILITY TO USE
THE MATERIALS, EVEN IF DOCSTOC HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. They are for
guidance and should be modified by you or your attorney to meet your specific needs and the laws of your state or jurisdiction. Use at
your own risk. Docstoc® is NOT providing legal or any other kind of advice and is not creating or entering into an Attorney-Client
relationship. The information, reports, and forms are not a substitute for the advice of your own attorney. The law is a personal matter
and no general information or forms or like the kind Docstoc provides can always correctly fit every circumstance.
Note: Carefully read and follow the Instructions and Comments contained in this document for your customization to suit your specific
circumstances and requirements. You will want to delete the Instructions and Comments from open bracket (“[“) to close bracket (“]”)
after reading and following them. You (or your attorney) may want to make additional modifications to meet your specific needs and the
laws of your state. The Instructions and Comments are not a s