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Business Planning - Appendixes and Attachments

The appendixes follow the business plan and are created the same way the overall plan is created. Attachments are separate documents added to the end of the business plan.

Appendixes and attachments provide your audience with additional information about your company. This section may include:

  • Management bios or copy of resumes of all principals

  • Tax returns of principals for last three years

  • Personal financial statement (all banks have these forms)

  • Copy of proposed lease or purchase agreement for building space

  • Copy of licenses, permits and other legal documents

  • Copies of letters of intent from suppliers, etc.

  • Additional market data

  • Analyst and research reports

  • News stories

  • Press releases

  • Product information

  • Brochures and marketing collateral

  • History and accomplishments

  • Web pages

  • Glossaries

  • IT infrastructure

  • Supplemental schedules

  • Detailed processes

  • Investor list

General Business Plan Outline

  1. Executive Summary 

  2. Table of Contents

  3. Vision

  4. Mission

  5. Market Opportunities 

  6. Marketing Strategy

  7. Business Strategy

  1. Company Organization and Operations 

  2. Management 

  3. Core Competencies and Challenges 

  4. Financials 

  5. Index

  6. Appendixes and Attachments

  7. Different Outlines

    Go back to General Business Planning.

If you have any questions about business planning, give us a call or send us an email. We will be happy to answer your questions.

 

 

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