Do you need an appendix for business plan explanation? Wondering what contents should be placed in the appendix, or whether it's wrong to relegate "important" materials to the very back of the document? It's a neat question and it's subject to some interpretation. There's no specific list of things that should be in the appendix, nor anything that it's wrong to place as an addendum to the business plan document itself. But there are some guidelines about what typically goes in a business plan appendix according to business plan experts:
(1) Year One's financials in a monthly format. This includes your revenue forecast, personnel plan, cash flow, balance sheet, and other metrics tied to operating expenses, sensitivity analyses, or investor payback;
(2) Any market data that does not related directly to the arguments you are making in the market analysis, but which a thorough investor would want to review prior to investing;
(3) Additional information about the location of your headquarters, facilities, warehouses, etc., if applicable, for any company operating from a set geography or any business that relies on inventory or distribution/logistics
(4) Samples of any marketing collateral already developed
(5) Additional pictures of products, if applicable
There are other materials that might find their best home in the appendix of your business plan, but it's up to you to determine the best placement. You can also confer with experts in document preparation and presentation, like business plan writing company MasterPlans.com. MasterPlans has been in business since 2002 and has worked with more than 8,000 people. We've seen our share of business plans—appendices and otherwise. Call our consultants today, toll free, at 877-453-2011 to discuss your project.
If you are ready to go, or not sure what kind of plan you need, fill out the form below and we'll call you.