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Preliminary
Tasks
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Done
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1.
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Complete
market research and analyses
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2.
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Clarify
key matters relating to products/services
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3.
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Identify
the management team
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4.
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Prepare
a strategic plan as framework for the business plan
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5.
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Define
the purpose of the plan and its target audience
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6.
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Locate
advisers to assist with the planning?
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7.
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Compile
a list of possible recipients of the plan
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8.
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Identify
specific needs of likely key recipients
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Writing
the Plan
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Done
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1.
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Create
the frame work by identifying key sections - Begin table of
contents
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2.
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List
main issues and topics to be covered within key sections
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3.
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Identify
needed research based on the framework and lists
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4.
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Draft
all key sections in a logical sequence
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5.
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Identify
possible attachments and exhibits
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6.
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Check
the preliminary draft for completeness
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7.
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Stand
back and take an objective overview of the draft
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8.
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Let
an outsider or adviser critique the latest draft
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9.
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Redraft,
fine tune and spell check
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10.
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Write
the executive summary and conclusion
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11.
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Obtain
and independent review of the final draft
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|
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Final Review
|
OK?
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1.
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Is
the plan neatly presented - bound, page numbered etc.?
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2.
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Has
the plan been spell checked in its final form?
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3.
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Is
the plan's length appropriate to its purpose?
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4.
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Have
the business's (funding) needs been clearly stated?
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5.
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Does
the plan's summary stimulate interest?
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6.
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Have
all key questions been anticipated?
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7.
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What
likely objections remain unresolved?
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8.
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Will
the plan provoke the desired responses?
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