Twelve Steps to a Successful Business PlanPage 1 of 8

Team:______

Final Business Plan Evaluation

MISCELLANEOUS

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

INDUSTRY ANALYSIS

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent
MARKET STRATEGY
Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

OPERATIONS

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

DEVELOPMENT

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

FINANCIAL SUMMARY

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

FINANCIAL STATEMENTS

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

OVERALL

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

Miscellaneous

Executive Summary

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

Company Overview

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent
Products and Services Description
Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent
Management
Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent
Appendices
Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

Writing and Organization

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

Presentation of Plan

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

MISCELLANEOUS

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

Marketplace and Industry Analysis

Industry Analysis

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

Marketplace Analysis

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

Customer Analysis

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

Competitor Analysis

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

INDUSTRY ANALYSIS

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

Market Strategy

Target Market
Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent
Product/Service Strategy
Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent
Pricing Strategy
Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent
Distribution Strategy
Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent
Advertising and Promotion
Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent
Sales Strategy
Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent
Marketing and Sales Forecasts
Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent
MARKET STRATEGY
Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

Operations

Operations Strategy: Describe how operations will add value for customers

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent
Scope of Operations
Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

Ongoing Operations

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

Operations Expenses

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

OPERATIONS

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

Development

Development Strategy
Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

Development Timeline

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

Development Expenses

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

DEVELOPMENT

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

Financial Summary

Financial Assumptions

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

Financial Forecasts

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

Capital Requirement

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

Financial Risks

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

Exit Strategies

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

Valuation of Business

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

Offering

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

FINANCIAL SUMMARY

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

Financial Statements

Income Statement

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

Balance Sheet

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

Cash Flow Statement

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

First-Year Monthly Cash Flow Statement

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

Supporting Statements

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

FINANCIAL STATEMENTS

Unsatisfactory / Adequate / Satisfactory / Good / Very Good / Excellent

Final Evaluation