{"id":416,"date":"2020-09-22T18:09:00","date_gmt":"2020-09-22T18:09:00","guid":{"rendered":"https:\/\/emilien2.sg-host.com\/?p=416"},"modified":"2020-10-18T19:10:27","modified_gmt":"2020-10-18T17:10:27","slug":"appendix-business-plan","status":"publish","type":"post","link":"https:\/\/www.companyplan.com\/appendix-business-plan\/","title":{"rendered":"Business Plan Appendix Template: 55 Examples of What to Include"},"content":{"rendered":"\t\t
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What is an Appendix in a Business Plan?<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Appendix is an optional<\/b> section placed at the end<\/b> of a document, such as a business plan, which contains additional<\/b> evidence to support<\/b> any projections, claims, analysis, decisions, assumptions, trends and other statements made in that document, to avoid clutter<\/b> in the main body of text.<\/p>\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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What is Included in an Appendix of a Business Plan?<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Appendix commonly includes charts, photos, resumes, licenses, patents, legal documents and other additional materials that support analysis and claims made in the main body of a business plan document around market, sales, products, operations, team, financials and other key business aspects.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Appendix commonly includes charts, photos, resumes, licenses, patents, legal documents and other additional materials that support analysis and claims made in the main body<\/b> of a business plan document around market, sales, products, operations, team, financials and other key business aspects.<\/p>\t\t\t\t<\/div>\n\t\t\t\t\t\t\t

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The appendix is the perfect place to showcase a wide range of information, including:<\/p>

  1. Supporting documentation:<\/strong> References and supporting evidence to substantiate any major projections, claims, statements, decisions, assumptions, analysis, trends and comparisons mentioned throughout the main body of a business plan.

    <\/li>
  2. Requested documentation:<\/strong> Information, documents or other materials that were specially requested by the business plan readers (e.g., lenders or investors) but are too large to place in the main body of text.

    <\/li>
  3. Additional information:<\/strong> Any other materials or exhibits that will give readers a more complete picture of the business.

    <\/li>
  4. Visual aids:<\/strong> Photos, images, illustrations, graphs, charts, flow-charts, organizational charts, resumes.

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    After reviewing the appendices, the reader should feel satisfied that the statements made throughout the main body of a business plan are backed up by sufficient <\/span>evidence<\/strong> and that they got even <\/span>fuller picture<\/strong> of the business.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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    How Should You Write a Business Plan Appendix? (Insider Tip)<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    The fastest<\/strong> way to pull the Appendix chapter together is to keep a list of any supporting documents that come to mind while you are in the process of writing the business plan text.<\/p>

    For example, while writing about the location of your business, you may realize the need for a location map of the premises and the closest competitors, demographic analysis, as well as lease agreement documentation.<\/p>

    Recording these items as you think of them will enable you to compile a comprehensive list of appendix materials by the time you finish writing.<\/p>

    Remember to keep copies of the original documents.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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    Template: 55 Business Plan Appendix Content Samples<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    For your inspiration, below is a pretty exhaustive list of supporting documentation that typically gets included in the business plan appendix. But please do not feel like you have to include everything from the list. In fact, you definitely shouldn\u2019t!<\/p>

    The purpose of the appendix is to paint a fuller picture of your business by providing helpful supporting information, not to inundate yourself or the readers of your business plan. So, take care to only include what is relevant<\/strong> and necessary<\/strong>.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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    Company Description<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    1. Business formation legal documents (e.g., business licenses, articles of incorporation, formation documents, partnership agreements, shareholder agreements)<\/p>

    2. Contracts and legal agreements (e.g., service contracts and maintenance agreements, franchise agreement)<\/p>

    3. Intellectual property (e.g., copyrights, trademark registrations, licenses, patent filings)<\/p>

    4. Other key legal documents pertaining to your business (e.g. permits, NDAs, property and vehicle titles)<\/p>

    5. Proof of commitment from strategic partners (e.g., letters of agreement or support)<\/p>

    6. Dates of key developments in your company\u2019s history<\/p>

    7. Description of insurance coverage (e.g. insurance policies or bids)<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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    Target Market\t<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    8. Highlights of relevant industry and market research data, statistics, information, studies and reports collected<\/p>

    9. Results of customer surveys, focus groups and other customer research conducted<\/p>

    10. Customer testimonials<\/p>

    11. Names of any key material customers (if applicable)<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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    12. List of major competitors<\/p>

    13. Research information collected on your competitors<\/p>

    14. Competitive analysis<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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    Promotion<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    15. Branding collateral (e.g., brand identity kit designs, signage, packaging designs)<\/p>

    16. Marketing collateral (e.g., brochures, flyers, advertisements, press releases, other promotional materials) <\/p>

    17. Social media follower numbers <\/p>

    18. Statistics on positive reviews collected on review sites <\/p>

    19. Public relations (e.g., media coverage, publicity initiatives)<\/p>

    20. Promotional plan (e.g., overview, list and calendar of activities)<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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    Place<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    21. List of locations and facilities (e.g., offices, sales branches, factories)<\/p>

    22. Visual representation of locations and facilities (e.g., photos, blueprints, layout diagrams, floor plans)<\/p>

    23. Location plan and documentation related to selecting your location (e.g., traffic counts, population radius, demographic information)<\/p>

    24. Maps of target market, highlighting competitors in the area<\/p>

    25. Zoning approvals and certificates<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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    26. Detailed sales forecasts<\/p>

    27. Proof of commitment from strategically significant customers (e.g., purchase orders, sales agreements and contracts, letters of intent)<\/p>

    28. Any additional information about the sales team, strategic plan or process<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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    Products and Services<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    29. Product or service supporting documentation – descriptions, brochures, data sheets, technical specifications, photos, illustrations, sketches or drawings<\/p>

    30. Third-party evaluations, analyses or certifications of the product or service<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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    Operations<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    31. Flow charts and diagrams showing the production process or operational procedures from start to finish<\/p>

    32. Key policies and procedures<\/p>

    33. Technical information (e.g., production equipment details)<\/p>

    34. Dependency on third-party entities (e.g., materials, manufacturing, distribution) \u2013 list, description, statistics, contractual terms, rate sheets (e.g., sub-contractors, shippers)<\/p>

    35. Risk analysis for all major parts of the business plan<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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    36. Organizational chart<\/p>

    37. Job descriptions and specifications<\/p>

    38. Resumes of owners, key managers or principals<\/p>

    39. Letters of reference and commendations for key personnel<\/p>

    40. Details regarding human resources procedures and practices (e.g., recruitment, compensation, incentives, training)<\/p>

    41. Staffing plans<\/p>

    42. Key external consultants and advisors (e.g., lawyer, accountant, marketing expert; Board of Advisors)<\/p>

    43. Board of Directors members<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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    Strategy<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    44. Plans for business development and expansion<\/p>

    45. Plan for future product releases<\/p>

    46. Plan for research and development (R&D) activities<\/p>

    47. Strategic milestones<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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    Financials<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    48. Prior period financial statements and auditor\u2019s report<\/p>

    49. Financial statements for any associated companies<\/p>

    50. Personal and business income tax returns filed in previous years<\/p>

    51. Financial services institutions\u2019 details (name, location, type of accounts)<\/p>

    52. Supporting information for the financial model projections, for example:<\/p>

    • Financial model assumptions<\/li>
    • Current and past budget (e.g., sales, marketing, staff, professional services)<\/li>
    • Price list and pricing model (e.g., profit margins)<\/li>
    • Staff and payroll details<\/li>
    • Inventory (e.g., type, age, volume, value)<\/li>
    • Owned fixed assets and projected capital expenditure (e.g., land, buildings, equipment, leasehold improvements)<\/li>
    • Lease agreements (e.g., leases for business premises, equipment, vehicles)<\/li>
    • Recent asset valuations and appraisals <\/li>
    • Aged debtor receivable account and creditor payable account summary<\/li>
    • Global financial considerations (exchange rates, interest rates, taxes, tariffs, terms, charges, hedging)<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      53. Debt financing – documentation regarding any loans, mortgages, or other debt related financial obligations<\/p>

      54. Equity financing \u2013 capital structure documentation (e.g., capitalization table, 409A, investor term sheets, stock and capital related contracts and agreements)<\/p>

      55. Personal finance \u2013 information regarding owners\u2019 capital and collateral (e.g., Personal Worth Statement or Personal Financial Statement, loan guarantees, proof of ownership)<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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      Business plan is finished by summarizing the highlights of the plan in an Executive Summary section located at the beginning of the document. The business plan document itself is finished by an Appendix section that contains supporting documentation and references for the main body of the document.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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      A bibliography is a list of external sources used in the process of researching a document, such as a business plan, included at the end of that document, before or after an Appendix. For each source, reference the name of the author, publication and title, the publishing date and a hyperlink.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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      What are supporting documents included in a business plan appendix?<\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Supporting documents in a business plan appendix include graphs, charts, images, photos, resumes, analyses, legal documents and other materials that substantiate statements made in a business plan, provide fuller picture of the business, or were specifically requested by the intended reader.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      Get more articles just like this straight into your mailbox.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      Share on facebook Share on twitter Share on pinterest Share on linkedin Contents What is an Appendix in a Business Plan? Appendix is an optional section placed at the end of a document, such as a business plan, which contains additional evidence to support any projections, claims, analysis, decisions, assumptions, trends and other statements made […]<\/p>\n","protected":false},"author":1,"featured_media":902,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"_links":{"self":[{"href":"https:\/\/www.companyplan.com\/wp-json\/wp\/v2\/posts\/416"}],"collection":[{"href":"https:\/\/www.companyplan.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.companyplan.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.companyplan.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.companyplan.com\/wp-json\/wp\/v2\/comments?post=416"}],"version-history":[{"count":0,"href":"https:\/\/www.companyplan.com\/wp-json\/wp\/v2\/posts\/416\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.companyplan.com\/wp-json\/wp\/v2\/media\/902"}],"wp:attachment":[{"href":"https:\/\/www.companyplan.com\/wp-json\/wp\/v2\/media?parent=416"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.companyplan.com\/wp-json\/wp\/v2\/categories?post=416"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.companyplan.com\/wp-json\/wp\/v2\/tags?post=416"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}