How to Write a Cover Page for a Business Plan (With Tips)

By Indeed Editorial Team

Published May 25, 2022

The Indeed Editorial Team comprises a diverse and talented team of writers, researchers and subject matter experts equipped with Indeed's data and insights to deliver useful tips to help guide your career journey.

Creating a business plan is essential for business development and capital acquisition from investors and partnerships. The business plan cover page serves as a short prelude to the plan's content. Understanding the cover page for a business plan can help you create a great first impression with the cover page.

In this article, we discuss what a business plan cover page is, discuss the importance of a business plan, outline how to write the cover page, and provide tips for writing it.

What is the cover page for a business plan?

The cover page for a business plan is a title page that introduces a business plan and summarizes its essential parts. Similarly, it's in a simple format and highlights the company name, logo, address, and contact information. With the cover page serving as the first piece of content for investors, its appearance and quality influence investor trust in a business.

The cover page aims to inform the reader of the business plan's content and display relevant contact details for further discussion. As a result, the cover page deserves proper attention to ensure it's neat, thoughtful, and professional. You can also ensure it's concise and highlights only the crucial items.

Related: A Complete Guide to Performing a Stakeholder Analysis

Importance of business plan

These are the reasons for making a business plan for a brand:

Attraction of investors

A business plan is essential for securing investors' attention and making them invest in a business. It helps the investors see the need for a product or service, the financial projections, and the exit strategy. Usually, before deciding to invest some financial resources in a brand, investors thoroughly review the business plan.

Making a business plan also shows a company is serious about the business. As the business plan process makes founders think thoroughly about the business goals, they gain a more dedicated approach to the business. Such dedication is essential for investors to believe in the likelihood of achieving the objectives and delivering the financial projections.

Improved understanding of competitors

A business plan requires a section to compare a business with competitors, and this compels the company to analyze and understand its rivals. During the competition analysis, it can observe its competitors' market size, advantages, and mode of operations. Obtaining such information can help it develop a competitive advantage or unique selling point.

Attraction of employees

With its structured sections and identification of business goals, a business plan can help a company attract top talent. A business plan inspires employees because it gives a business a professional and focused appearance. Moreover, a business plan is helpful because it helps employees discover if the business goals align with their personal career goals.

Related: How to Create an Effective Recruiting Plan Template

Feasibility assessment

The business plan process helps you realize the feasibility of a venture. As the creation of a business plan involves research of market trends, customer insights, customer base, and market forces, you can estimate the feasibility. Dependent on the outcome of this investigation, a company can decide to go on with the business, modify it, or venture into another business.

Determination of financial needs

When developing a business plan, your research can help you discover the extent of the financial resources a company may require for business operations. The business plan itemizes the areas that require funding, the available resources, and possible funding options. With this information, you can plan the ways to get additional resources if a company needs them.

How to create a business plan cover page

Follow these steps to create a cover page for any business plan:

1. Start with the business logo

The initial step in creating the cover page is putting a high-resolution picture of the business logo on the page. The use of a high-resolution photo of the logo displays a vivid image to the viewers and makes them remember the company. Consider positioning the logo in the top centre of the page for easy readability. You can ensure that the logo is big enough for easy viewing but small enough not to distract readers from other details on the cover page.

2. Input a title

After the logo insertion, you can input a title for the business plan a few lines below the logo. Such a title may be a generic "Business Plan," but you can personalize the title by naming it "10-Year Expansion Business Plan" or "Acquisition Business Plan." A personalized title may help you inform the readers of the business plan's specific content. Similarly, you can use a bold and clear font type for the title to maintain professionalism and enhance readability.

Related: How to Develop a Strategic Business Development Plan

3. Enter the business name

The next step is to type the business name below the title. As the business name is the identification tag of the business, you can make its font size the largest on the cover page. You can ensure that its font type is clear and bold for easy recognition and readability. For its positioning, place it in the centre a few spaces below the title to maintain neatness. It's noteworthy that if the business name is in a large font on the logo, you may not input it separately on the cover page.

4. Input the business tagline

After entering the business name, you may include a business motto on the page. Usually, the motto is a concise marketing slogan that indicates the business features. Some businesses also use the tagline to show how it differs from market rivals. To position the motto, you may put it directly under the business name to enable the reader to understand what the business does. Try to make the tagline memorable and concise to ensure the readers take an interest in the business.

5. Fill in the "prepared by" field

This field contains the name, position, and contact details of the business plan creator. The business plan creator may be the CEO, owner, president, director, or another key person in the business. Identifying the creator can help readers get in touch with the person if they intend to invest or clarify certain areas of the business operations.

6. Add business contact details

You may include the business's contact information and physical address for interested readers to find out more about the business. Such contact information may include the business email address, website, social media profiles, and phone number. You can add the names and contact information of key figures in the business for readers to contact about specific issues in the business. For its positioning, you can ensure it remains in the centre, following the existing position formatting in earlier steps. Considering that the information is less important than the business name, you can include it in smaller font size.

7. Include the completion date

After the contact details, try to include the business plan's completion date. The completion date helps the readers know how recent the contents of the business plan are. Attributes such as market size, market rivals, market survey, and profit estimates are time-sensitive, and the completion date helps the readers make their projections. For its formatting, you may use the same font size and type as the contact information. You may also write the date as February 2, 2022, or 2/2/2022, depending on your desired writing style.

Related: How to Create a 5-year Plan

8. Conclude with a confidentiality statement

At the end of the cover page, you can include a confidentiality statement to protect the business plan. The confidentiality statement ensures that the readers understand not to share the business plan details with other people. While ensuring it's still visible, you may use a smaller font size for this statement. You can write the statement in this way:

This document comprises confidential, proprietary information compiled by [the business' name], and we distribute it exclusively with an intent to inform, and you cannot redistribute or reproduce it without [the business' name] consent.

Tips for creating a business plan cover page

Here are some tips to consider while making a business plan cover page:

Reflect the business colours

When creating the cover page, avoid the numerous colour schemes in the provided templates. Instead, try to stick to the existing colour scheme because of its uniformity across your informational content. Maintaining a uniform colour scheme assures the investors of your attention to detail and consistency. A strong association with the brand colours can also help to evoke emotions of familiarity and trust in readers.

Maintain consistent formatting

Consistent formatting on your cover page gives it a professional, organized, and neat appearance. To maintain consistency in design, place sections in identical positions and use equal line and character spacing. Use similar font types and adjust font sizes depending on the section's importance.

Proofread the cover page

With the cover page being the first impression of the business plan, it's essential that you ensure there's no error in it. Ensure that you proofread the cover page multiple times before beginning its distribution. You may ask for help proofreading it because a second person may see errors you didn't. Presenting an error-free cover page can assure readers of the high level of professionalism in the business plan.

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