The appearance of the package is important. Typing is preferable on only one side of each page with section separator sheets for added bulk and a reflection of quality effort. As previously mentioned, double spacing permits easy reading and notes by the reviewer. It should go without saying, but must nevertheless be said, that spelling and typographical errors are totally acceptable in a document having the importance of your plan. Anyone who reads proposals and submissions regularly will see a misspelling stand out like a flashing red lamp and automatically downgrade the writer. Text error in a plan, suggest carelessness and prospective participants are seldom attracted to inattentive managers. Before ever releasing your plan for review, have someone proof read it for you hen do it a second time (maybe even third…).

The cove page formally announce who you are, the date of the submission and can be prepared to have the name of the reviewer added. This is pleasing to the reader as it adds a personal touch and can be accomplished by making several caver sheets with a blank space for the name of the recipient to be entered prior to submission. Also, a statement on the cover sheets notes that the material should not be distributed without your permission. After all you may have a unique product or strategy which would be worth a great deal to another party if obtained. With a Confidentiality Statement, redress is possible if a reviewer fails to protect your interests after accepting the plan and there by implicitly accept the nature of a confidence.

The content sheet is straight forward. If you have additional sections, add them to the list. If not, keep the structure as simple as possible.

In the couple of pages allowed, the executive summary will have condensed the background, product concept, business strategy, needs and purpose of the plan, estimated return to the participant and nature of the opportunity.