- Description
- Specifications
This is a summary which could be used in team training on the type of information that will normally be required from clients to assist in the preparation of a Business Plan.
The paper is presented under the following headings:
- Past Financial Statements
- Past Income Tax Returns
- Debtors’ Aged Analysis
- Creditors’ Aged Analysis
- Stock On Hand
- Work In Progress
- Bank Reconciliation Statements
- Capital Expenditure
- Lease Agreements
- Hire Purchase Agreements
- Loans Outstanding
- Sales/Gross Profit Contributions
- Present Budgets And Cashflow Forecasts
- Organisational Chart
- Business Documentation
- Employee Classifications
- Employee Contracts
- List Of Employees
- Employee Duties
- Income Tax Assessments
- Present Business Plan
- Present Marketing Plan
- Customer Surveys
- Analysis Of Customers
- Marketing Tools
- Staff Surveys
- Shareholder/Stakeholder Surveys
- Minute Book - Directors
- Management Meetings
- Staff Meetings
- Quality Assurance System
- Debtors’ System
- Stock System
- Periodic Financial Accounts
- Reports To Directors
- Industry Literature
- Acts Of Parliament
- Insurance Policies
- Business Operations Manual
- Staff Training
- Selling Prices Of Product/Services
- Advertising
- Mission Statement
- Business Objectives
- Industry Statistical Data
- Key Performance Indicators
- Costing Data
- Details Of Premises
- Consultant’s/Advisor’s List
- Industry/Business Association Memberships
- Other