Assignment: Summary Memo

A summary memo is a 2-5 page document that you could present to a potential investor. It should summarize the business opportunity, the strategy, the market, the business model, startup costs, startup funding, and initial sales numbers.

If you have been updating your LivePlan business plan with each previous assignment, all of the information you need to create a Summary Memo is now completed. To select specific areas of your outline to include in the Summary Memo:

  • Click the Print button
  • Choose the Export Document option.
  • Open the downloaded document file in your word processor.
  • Select specific areas of your outline to include in the Summary Memo.

For more on the Summary Memo, read pages 228-233 of The Plan-As-You-Go Business Plan book.

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