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Writing a Business Plan Checklist

Hard 15 items · 2 hours
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testuser Published 2 weeks ago
Productivity

This checklist guides founders, entrepreneurs, and small-business owners through drafting a clear, investor-ready business plan. It breaks the process into practical steps from executive summary to financials and risk mitigation.

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  1. Draft a one-page executive summary — Summarize purpose, product, market, key metrics, and funding request in one page.
  2. Describe company, legal structure, and vision — State legal form, mission, short-term objectives, and long-term goals.
  3. Conduct market research — Collect data to validate demand and customer needs.
  4. Identify target customer segments — Define demographics, behaviors, and primary pain points for each segment.
  5. Analyze market size, trends, and demand — Estimate TAM, SAM, SOM and note growth drivers or barriers.
  6. Perform competitor analysis — List direct/indirect competitors and compare strengths, pricing, and gaps.
  7. Define your unique value proposition — State clearly why customers choose you over alternatives.
  8. Outline products and services and pricing tiers — Describe core offerings, benefits, and proposed price points or models.
  9. Develop revenue model and pricing assumptions — Document revenue streams, unit economics, and key pricing assumptions.
  10. Map operational plan: processes, suppliers, and milestones — Outline production, delivery, key partners, and 6–12 month milestones.
  11. Define organizational structure and hiring plan — List key roles, responsibilities, and hiring timeline.
  12. Build financial projections (P&L, cash flow, balance sheet) — Project 3–5 years with clear assumptions for revenue and costs.
  13. Run break-even and sensitivity analyses — Test how revenue, costs, or price changes affect profitability.
  14. Assess risks and draft mitigation strategies — Identify top risks (market, financial, operational) and contingency plans.
  15. Compile appendix and supporting documents — Attach market data, resumes, contracts, and important references.
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