Business Plan Appendix

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It's doubtful that Violet Fane was referring to an appendix in a business plan when she wrote that “all things come to those who wait.” After all, Lady Mary Montgomerie Currie – as she was formally known – was an English poet who made her mark in the late 1800s.

Then again, small-business owners wrote business plans during her lifetime, and her oft-repeated phrase captures almost perfectly the bounty of information that can be found at the very end of what is usually a lengthy document.

Creditors will likely need to have access to all of your documentation, but more casual readers, who might just want a bit of information about your business, don’t need to see the appendix at all, or at most, just a few select items.

Because the documents substantiate the information presented in your business plan, it’s best to keep them in the same order as they are referred to in the plan.

Use a standard business font for the body copy so that it’s easy to read, and be judicious in your use of italics, underlining and bold.

Business News Daily offers links to several free templates you can check out.

By now, we hope you’ve read through our series on How to Write a Business Plan, and have reached this final installment, which is what to include in the Appendix.

Think of your business plan as the narrative that tells the story, while the appendix is where you put the factual information that supports it.

In addition, your business plan can serve several different functions, and each require a different set of documentation.

Your plan can serve as a roadmap for your internal planning purposes only, it can be a recruitment tool for employees or investors, or it can support a request for funding from a financial institution.


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