• Provide a table of contents and individual section tabs for easy reference.
• Use a typewritten V- x 11-inch format and photocopy the plan to minimize
costs.
• Package the plan in a loose-leaf binder to facilitate future revisions.
• To add interest and aid readers' comprehension, use charts, graphs, diagrams,
tabular summaries, maps, and other visual aids.
• To ensure that the business plan is treated in a confidential manner, indicate
on the cover and again on the title page of the plan that all information is
proprietary and confidential. Number each copy of the plan and account for
each outstanding copy by requiring each recipient of the plan to acknowledge
receipt in writing.
• If your startup is of a particularly sensitive nature because it is based on advanced technology, consider whether you should divulge certain information— details of a technological design, for example, or the highly sensitive specifics of a marketing strategy—even to a prospective investor. You might want to develop an in-depth plan for internal purposes and then use appropriate extracts from it to put together a document that effectively supports your funding proposal.
• As you complete major sections of the plan, ask carefully chosen third parties
who have themselves raised capital successfully—including accountants,
lawyers, and other entrepreneurs—to give their perspectives on the quality,
clarity, reasonableness, and thoroughness of the plan. Once the business plan
is in close-to-final form, ask these independent reviewers for final comments
before you reproduce.and distribute the plan.