How to Write a Business Plan: A Free Checklist and Table of Contents Template

This is a free checklist template that will guide you through the step-by-step process of writing an effective and successful business plan.

How to Write a Business Plan How to Write a Business Plan
  • Cover Page

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  • Logo

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  • Company Name

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  • Contact Info (Name, Email, Phone Number)

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  • I. Executive Summary

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  • Mission Statement

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  • Business Plan Overview

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  • Goals and Milestones

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  • II. Company Description

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  • History

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  • Founding Members

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  • III. Management and Company Structure

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  • Managing Partners

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  • Current Investors

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  • Corporate Structure

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  • Professional Advisors

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  • IV. Market Analysis

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  • Target Market

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  • Competitive Analysis

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  • Surveys

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  • V. Service or Product

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  • Description

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  • Proprietary Features

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  • Quality Assurance Measures

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  • VI. Sales and Marketing

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  • Sales Strategy

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  • Marketing Strategy (Digital and Traditional)

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  • Timeline

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  • VII. Financial

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  • Corporate Setup Fees and Costs

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  • Monthly/Yearly Fees and Costs

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  • Financial Projections

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  • Funding Request

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  • Expected ROI and Timeline

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  • Forecasted Capitalization

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  • Exit Strategy (If applicable)

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  • VIII. Appendices

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  • Charts

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  • Product Sketches and Wireframes

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  • Key Contacts

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  • Other

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This checklist was created by marvinrussell

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