Writing Philosophy Recommendations

Our writing philosophy recommendations are geared for the 21st century

First, we suggest that in the days of "everything casual", business plans should still adhere to the standards of educated, English speaking authors. You should recognize standards of grammar and syntax, diverging only to make a point, and only when such a divergence will be acceptable to your expected business plan readers.

Second, writing should be straightforward and easy to read.  Avoid long words when short ones will do. Avoid technical language unless it is absolutely required.  You should expect your readers to be busy and impatient. They will not likely have the same technical expertise or depth of industry segment knowledge you possess.

Third, allocate at least a quarter of your report space to graphics: logos, diagrams ... anything that will help get their messages across. Words appeal to one hemisphere, graphics appeal to the other.

Fourth, use color and page design with deliberate thought. Pre-formatted styles are readily available today and should be used to advantage.

Fifth, keep the business plans concise. Busy banking executives will not take the time to absorb wordy documents.   Business plans must make the strategic and financial points needed, and state them clearly and persuasively.   No fluff.

If you follow this writing philosophy you will maximize your chances of getting your business plan approved your banker.

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