A Checklist For The Business Plan

There will come to a stage when you might be needed to assist Management to build up a Business Plan for the following purposes: 

  • To seek fund whether for working capital or capex requirements from financial institutions/joint venture capitalist,
  • To dispose off a subsidiary to a third party and
  • others

    Append below is a simple Checklist to ensure that you have not missed out any crucial items:

    Category

    Details

    1

    Executive summary

    ·  Summary of business plan.

    2

    Company background

    ·   History

    ·   Activities

    ·  Objectives

    3

    Products or/and services

    ·   Unique selling point,

    ·   Development stage,

    ·   Patents

    4

    Market analysis summary

    ·   Market value,

    ·   Strategic positioning,

    ·   Distribution channel

    5

    Marketing

    ·  Sales &distribution strategy,

    ·  International market,

    ·  Pricing,

    ·  Advertising &

    · Promotion plan

    6

    Business operations

    ·  Product manufacturing,

    ·  Service includes after sales services

    ·   Delivery,

    ·   Sources,

    ·   Suppliers,

    ·   Resources &

    ·   R &D.

    7

    Management team

    ·  How long they have being in the company

    ·  What specific role/contribution

    ·   Curriculum Vitae like years of experience in the industry,qualifications,etc

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