Section 7: Assemble Your Appendices

Congratulations! You have successfully completed the financial forecasting section of your business plan.

The purpose of this next Section is to provide all additional information that supports the objectives of the plan. The contents of this Section will vary according to the requirements of the lender or investor. I recommend that you prepare the Elements of this Section for your own benefit and that they be provided with the business plan as required by the target audience or readers.

The goal of this exercise is to eliminate the unnecessary ones, but don’t hesitate to add any others you deem to be important for your plan.

Here is a list of 24 Appendices in this Section:

Step 66: Build a Resumé
Step 67: Determine Personal Net Worth
Step 68: Include Certificates and Accreditation
Step 69: Provide Historical Financials
Step 70: Create Organizational Charts
Step 71: Get the Approval of Your Board
Step 72: Build Your List of References
Step 73: Include Letters of Reference
Step 74: Include Letters of Intent
Step 75: Include Signed Contracts and Offers
Step 76: Create a Partnership Agreement
Step 77: Include Lease Agreement(s)
Step 78: Include Insurance Documents
Step 79: Develop Your Price List
Step 80: Gather and Include Price Quotes
Step 81: Get Written Estimates
Step 82: Provide the Right Survey Info
Step 83: Create a Map of Your Market Area
Step 84: Include Environmental Information
Step 85: Gather Free Publicity
Step 86: Create Promotional Materials
Step 87: Add Product Literature
Step 88: Add Technical Information
Step 89: Explain Any Confusing Terms

Action

You have already dealt with setting up your Appendices files and folders in Step 11. To avoid duplicating your efforts, go back and review what you did then.

Identify what you need to do to for each of the Appendices you have chosen to use.

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