Business Plan Creation Checklist
4.8/5 with 127 votes
Table of Contents
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- Preliminary Tasks
- Look into business plan templates
- Complete market research.
- Dedicate the plan to the business, not the innovation or product.
- Illustrate a solution to a problem.
- Explain how that solution generates revenue.
- Clarify key matters relating to products/services.
- Form the basis of the management team.
- Prepare a strategic plan as framework for detailed plan.
- Decide the purpose of the plan.
- Determine target audience of the plan.
- Locate professional advisers.
- Research and prepare a list of possible recipients of the plan.
- Writing the Plan
- Create a framework for the plan.
- Identify possible appendices, attachments etc.
- Estimate page lengths for each section.
- List main issues to be covered within key sections.
- Assign work programs based on the framework and lists.
- Draft preliminary sections (excluding summary).
- Draft all key sections in the plan's body.
- Compile financial projections and related appendices.
- Check the draft for completeness.
- Let an outsider critique the latest draft.
- If necessary, redraft and fine tune.
- Write the executive summary.
- Write the plan's conclusion.
- Get an independent assessment of the final draft.
- Reviewing the Plan
- Is the plan nicely presented?
- Avoid the use of technical jargon.
- Keep the plan easy to read.
- Use tables/charts/graphics.
- Don't exceed 30 pages in length.
- Spell check the final form.
- Does the plan's summary stimulate interest?
- Will the plan provoke the desired responses?
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Presented by:
Jake R Brady
Stats
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Views: 103
Uses
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Uses: 7
Tasks
37
Tasks: 37
Who it's for
This Business Plan Creation Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Business Plan Creation steps every time, regardless of who executes
- Save time - reuse a proven Business Plan Creation workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Business Plan Creation checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Business Plan Creation Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Business Plan Creation comes up again, start from your saved version and run it with clear ownership.
Rate this Checklist
5 stars
Scores 4.80 with 127 votes