Business Plan Checklist

It includes a detailed financial plan, market research, the CVs of the founders, copies of societal documents, patents and licenses, and any other documents providing relevant information.

Balance sheets and projected income statements for the first three years. Here, there is no obligation to insert the complete documents (because you can also include them in the appendices section of the business plan): only the most significant figures must be present.

A table of the uses and contributions of financial funds

As with the operational plan, this may be detailed in various points as required. It involves:

This financial plan drawn up is usually for three years, and is certainly one of the most visited sections of the business plan because it involves the responsibility of funding providers during the first three years of launch and is particularly of interest to bankers and investors, who want to ensure the viability of the company.

Since bankruptcies are quite common nowadays, particularly with startups, the criterion of viability has become crucial: it can bring, if not conclusively, a certain cautiousness of investors, slowing down the momentum of the economy.

presentation solutions can be considered:

• A chart showing the different departments, possibly with links between them;

• A detailed month by month plan of the various launch activities, including milestones (‘important points’ of the project;

This section is devoted to the management of the company and its daily activities: the organization of various departments, interactions with external stakeholders (e.g. suppliers), etc. It must be able to answer the following questions: How is the company organized internally? How can the product be obtained?

This mix of four variables allows you to reach a coherent plan for implementing a marketing strategy. The main points of the SWOT analysis done previously can be used alongside this plan.

• Product. What is the product or service offered?

• Price. Is the price aligned with that of competitors? How can a price difference play on customer buying behavior?

• Place (distribution channels). In which sales channels will it be distributed? Online? In store?

• Promotion (communication and diffusion). What advertising should be used? What tone to use? What image and values do we want to convey?