design a cover page and logo for business plan

How to Write Your Business Plan Cover Page + Template

6 min. read

Updated March 4, 2024

The cover page is likely the last thing you’ll consider when writing a business plan . 

While it’s not the most vital part of your business plan, a well-formatted cover page can be a nice touch when pitching to investors , banks , or business partners. 

In this article, we’ll cover what to include and how to format your cover page so you can assemble an impressive page in just a few minutes.

• What is a business plan cover page?

The business plan cover page – or title page – is the introduction to your business plan document. It should be simple and straightforward—only providing logistical information about your business for stakeholders to reference.

Unlike your executive summary , a summarized version of your business plan, the cover page is strictly meant to provide contact information and set the tone for what they are about to read. The quality, formatting, and readability can all impact a stakeholder’s expectations for your plan and business.

Why do you need a cover page for a business plan?

To be clear, the cover page is not a required section of your business plan. 

It’s a largely decorative addition meant to grab the attention of a stakeholder. It should introduce you, your business, and the planning document and make it easy for the reader to find your contact information.

If you’re writing a business plan purely for internal purposes , you probably don’t need to spend time on a cover page.

But if you pitch to investors , apply for a loan , or approach a potential partner—a cover page can be a nice touch that makes you (and your business) look more professional.

What to include in your business plan cover page

It’s best to keep your cover page simple. The page should only include:

• Company logo
• Business name
• Value proposition (optional)
• Business plan title
• Completion and/or update date
• Address and contact information
• Confidentiality statement

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How to create your business plan cover page

Creating a cover page shouldn’t take too long. Gather all the information listed above, and then fine-tune the formatting. Here’s how we recommend you organize the information:

1. Start with your logo

Including your logo should help your business be more memorable. Just be sure it’s memorable for the right reasons.

That means adding a reasonably sized, high-resolution image at the top of your cover page. Just don’t make it so large that it takes attention away from other information on the page.

2. Add your business name 

You want readers to connect your business name to your logo. So, add some space (2-3 lines) and drop your name front and center. Consider using a large and bold font option to ensure it’s easy to read and immediately noticeable.

3. Include your value proposition (optional)

While optional, including your value proposition can be useful if it effectively describes your business purpose. 

4. Craft a title

Now you need to describe the document’s purpose. Don’t overthink it – start by adding “Business Plan” to the center of the page. Keep the bold font, but apply a slightly smaller font size than with your business name. 

From there, you can apply a title that frames the type of business plan you’re creating: “ One-page ,” “ 5-year ,” “Merger,” “ Growth plan ,” etc. 

Expanding the title is optional and should only be done if you believe it will benefit the reader.

5. Add the completion date

Including the completion date shows how fresh and up-to-date your plan is. Ideally, you’re revisiting your plan regularly (especially the financial projections in your plan). So the date should be relatively recent.

This information alone can show how focused and dedicated you are to running a successful business. 

As far as formatting is concerned, keep it simple. Include the month, day, and year – either numerically (9/15/2023) or spelled out (September 15, 2023).

6. List your contact information

This is the true purpose of your cover page. The last thing you want is for an investor or lender to love your pitch only to have to scrounge around for your email or phone number.

Add a header that states “Contact Information” centered near the bottom of the page. Then, on separate lines, add your name (or other points of contact for your business), email address, phone number, business website, and physical address. 

Tip: If you’re sending your plan digitally, add links to your email address and website so they can reach you quickly.

7. Include a confidentiality statement

The confidentiality statement is meant to help legally protect your information and ensure that no one shares or copies portions of your business plan. 

You can include a simple “Confidential” watermark near the top of the page or write a more thorough statement to sit at the bottom.

Here’s an example:

“This document contains confidential and proprietary information created by [your business]. It is exclusively designed for informational purposes and should not be disclosed, shared, or copied without the consent of [your business].”

Don’t worry too much about emphasizing this information. It can sit as smaller text in the footer of your cover page. 

• Tips to make your cover page memorable

Adding the information should be quick. Now, spend some time on these best practices to get your business plan title page ready to share.

Apply consistent formatting

Inconsistent formatting looks unprofessional and can make a document more difficult to read. So check that your character and line spacing, font choices, and text alignment are consistent to ensure they are identical. 

You should also print out the document (as a Word Document and PDF) to check if the format changes.

Use your brand color scheme

Adding your brand colors to text, borders, and other design elements can strengthen the presence of your brand identity in your business plan. It also better connects non-visual elements to your logo. 

Just don’t force adding color to your plan. If it takes away from the text or takes too much time to get right, it’s best to avoid it.

Check your cover page from top to bottom for spelling errors and mistakes (you should do this for your entire business plan). If possible, have someone else proofread it to ensure you didn’t miss anything.

Business plan cover page examples

To help you visualize your cover page design, here is an example from our free business plan template :

We recommend you avoid creating an overly designed business plan. However, if you believe a more visual cover page will grab your reader’s attention—check out these other examples.

Spend more time on the rest of your business plan

We’ve already emphasized that you shouldn’t spend too much time creating a business plan cover page. While it can be a nice addition, it’s often quickly skipped over and only referenced again if the reader needs your contact information. 

And it’s unnecessary altogether if you’re not planning to share your plan with anyone. If that’s the case, focus your time and effort on writing the rest of your business plan. 

Check out our full plan writing guide for step-by-step walkthroughs for every section. 

You can also download a free business plan template (that includes a cover page) to ensure you cover everything about your business.

See why 1.2 million entrepreneurs have written their business plans with LivePlan

Kody Wirth is a content writer and SEO specialist for Palo Alto Software—the creator's of Bplans and LivePlan. He has 3+ years experience covering small business topics and runs a part-time content writing service in his spare time.

Table of Contents

• Why do you need a cover page?
• What to include
• How to create a cover page
• Cover page examples
• Focus on the rest of your business plan

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How to write your business plan cover page

When you think of putting together your business plan , the business plan cover page may not be the first thing that comes to mind. While it’s traditionally one of the last sections you create in a business plan, it’s one of the most important.

Definition: What is a business plan cover page?

The cover page of a business plan is used to give an overview of all the key information of your business. This includes your company name, logo, address, and any other information that may define your business. It's the first page of your plan, so it should look professional, visually pleasing, and informative.

When potential investors or banks read a business plan, their first impression is the cover page—but don’t overthink it. A business plan cover page is meant to be simple and straightforward, with some important contact information and, more importantly, your logo.

Use this breakdown to find out what the purpose of your cover page is, which elements you need to include, and how to structure it to maximize your impact:

What is the purpose of a cover page?

Your cover page exists to communicate what the enclosed document is and to provide the necessary information for a reader to contact you about your business.

The appearance and quality of a business plan cover page will set the tone for your business plan’s content, so make sure it’s visually appealing, free of errors, and concise.“ Simple, clean and powerful are the three goals of a strong business plan cover,” suggest the experts at Growthink . Don’t clutter your cover page with details about how your business will operate—save those important details for the executive summary .

What should you include on a business plan cover page?

To keep it simple, your business plan cover page should include:

Company logo

• Document title
• Business name
• Business address and contact information
• Business plan completion date
• Confidentiality statement

How should you format a business plan cover page?

Once you know what information belongs in this section, all that remains now is to organize it. If you need some further guidance, these downloadable templates can streamline the process of drafting a cover page—and the rest of your business plan, too.

1. Company logo

Add a high-resolution thumbnail of your logo at the top of the cover page. This will help establish a brand identity and allow readers to connect visually to the business right from the start.

Hot tip: people are 89% more likely to remember your logo if you put it in the top left corner.

Give the logo some space and then include the words “Business Plan” in a large, bold font. You can also frame the title as “Three–” or “Five–Year Business Plan,” if you intend to make those kinds of financial projections in the document.

3. Business name

Beneath the title, write your company name in a bold font. This should be the most noticeable and prominent feature on the page, so choose a large typeface.

4. Tagline (optional)

This part is optional, but you can also include a catchy slogan or motto that describes your company and what you do.

5. Address and contact information

Under the company name, include your business’s physical address and website if you have one. Provide the details necessary for interested parties to contact you, such as a phone number and email address.

It’s also helpful to include your name as the business owner and the names of any partners or executive officers so that potential investors know where to direct their inquiries.

6. Date of completion

Below the contact information, write the year (or year and month) in which this business plan was finalized and issued. If you’re including the month, it’s a good idea to update it throughout the year as you send out your business plan so readers don’t assume it’s outdated.

7. Confidentiality Statement

At the bottom of the page, include a sentence to the effect of:

“This document contains confidential and proprietary information created by [business name]. This document is issued exclusively for informational purposes and should not be reproduced without the consent of [business name].”

Adding this confidentiality statement offers a protective measure against the disclosure of your business idea , according to this cover page guide .

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Cover page design

Now it’s time for the finishing touches: the actual design of your cover page. Your business plan’s cover page gives the first impression of your business, so your company logo, fonts, and brand colors should all work together to make people want to read more.

Brand colors

90% of a customer’s impression of your business comes from the brand colors you choose, so it’s important to choose colors that represent your business’s personality and elicit the right emotions from your readers.

Don’t know where to start? Grab a pen and paperand write down three emotions you want your customers to feel when they think of your brand. Now you can brainstorm some colors that represent those emotions. For example, you might choose blue if your product is associated with reliability, or yellow if your product is supposed to make your clients feel happy. It’s safer to only choose 2-3 colors , including black, for your color scheme.

You can also analyze the competition and choose colors that help you stand out. Canva has more detailed instructions on how to create your brand color palette .

When it comes to fonts, it’s best practice to stick to one type of typeface, such as serif or sans serif . It’s also important to choose fonts that are simple, easy to read, and represent your brand.

Serif fonts give off the impression that your brand is trustworthy and dependable, and work great for more traditional businesses, like law practices. “Serif fonts have been widely used in books, newspapers, and magazines, which is why they remind us of more classical, formal and sophisticated themes—think of Old English and Roman scripture,” Robyn Young, founder of branding agency robyn young & co, told Canva .

But if you’re going for a more contemporary and youthful feel, then sans serif is the way to go. “Brands that want a modern aesthetic that scales well at different sizes and is easy to read on screens are going to choose sans serif for their main branding elements,” said Young .

When it comes to choosing a logo, simplicity is key. Try to create something that represents your brand and speaks to your audience without being too busy (in other words: white space is your friend).

It’s also important to remember to be practical: your logo should look good in any medium, size, color, and even time period. Beyond your business plan cover page, you’ll need it for your social media, marketing material, or labels.

Business plan cover page examples

To further illustrate the structure and format of a business plan cover page, we’ve compiled a few cover page template examples. The first example from officetemplatesonline is simple but attractive and effectively emphasizes pertinent information. The next cover page example is from a fictional clothing store . They usea pop of color to instantly tell you about their brand personality.

Keep your business plan cover page simple

As you prepare to write your business plan , remember to keep your cover page simple and concise. With your logo, business name, and contact information, you’ll introduce the reader into your business plan quickly and easily—and set yourself up for success as a result.

Just don’t forget to proofread and keep an eye out for typos!

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How to Write a Business Plan Cover Page Complete Guide with Examples

Fill the form to download business plan cover page examples.

A business plan cover page may not come to mind when you think of writing your business plan. Although it’s traditionally one of the last sections of a business plan, it’s one of the most crucial.

Your business plan only has one chance to make a good impression on your reader. The cover page of a book or business plan can easily make a person make a decision.

In this article, we will explain the importance of business plan cover pages and provide a step-by-step guide to help you create your own cover page for your business plan. See our real world business plan examples to see what should be included in the other sections of your business plan.

What is a business plan cover page?

The cover page of a business plan summarizes all the important aspects of the business and serves as an introduction to the full business plan. Bankers and investors can quickly determine the purpose of a business plan by viewing the cover page.

You should include the name of your company, your logo, addresses, and other information that identifies your business. This is the first page of your plan, so it should look professional, visually pleasing, and informative.

What is the purpose of a cover page?

The purpose of the cover page is to communicate what the document enclosed is and to provide information that enables a reader to contact you about your business.

Make sure your business plan’s cover page is visually appealing, free of errors, and concise to set the tone for its content.

A strong business plan cover page should be simple, clean, and powerful. Don’t clutter your cover page with details about how your business will operate. Save those details for the executive summary .

Whether you are writing a business plan , marketing plan, or proposal, the business plan cover page is an essential part of your plan. Read on to find out which elements your business plan cover page should contain and how to design it for maximum impact.

What to Include in the Business Plan Cover Page?

Although there are no specific rules regarding what should be included on your business plan cover page, we have prepared some essential information that you should not overlook.

Company logo

• Business name
• Document title
• Tagline (optional)
• Contact information and address
• Completion date
• Confidentiality statement

Now let’s look at each of these elements in greater detail so you know what you need to include on your business plan cover page.

1. Company Logo

Use a neat, clean, high-quality logo to make your business plan cover page look professional. The logo should be placed at the top of the page.

The image should be large enough to see details, but not so large that it becomes a distraction. Brand identity begins with your logo. The company logo is the first and most significant section that will capture your readers’ attention immediately.

People are 90% more likely to remember your logo if you place it in the top left corner.

2. Business Name

After the company logo, your company name is the second most important section of your cover page as you want your reader to remember your company name as they read the document.

To make your company name stand out from the rest of the information on the business plan cover page, you should use a readable, bold font that is the largest font on the page.

Please keep in mind that if your company logo includes your company name, you can remove either your company logo or name from the cover page.

You can download 50+ Free Business Plan Templates here that include not only pre-built cover pages but also provide step-by-step guidance in the creation of your entire business plan.

3. Document Title

Plan titles tell the reader immediately what the document is about, whether it is a business plan , marketing plan, expansion plan, recovery plan, or anything else.

It is commonly referred to as a “Business Plan,” but you can also customize it by saying “Five-Year Business Plan” or “Merger Business Plan” if you want to outline more specific objectives.

The title of the plan should be large and prominent on the cover page. Readers should know the purpose of the document immediately.

Increase readability by using a clear, bold font, such as Times New Roman, Garamond, or Arial. It may be difficult to read script lettering and doesn’t appear professional.

Please Note: Make sure your name isn’t more prominent than your business plan title cover page.

4. Tagline (optional)

Business owners sometimes use taglines to describe what they do and how they’re different. It’s optional, but you can also include a catchy slogan or motto describing your business.

A tagline becomes an essential part of your cover page if you want your reader to immediately understand what you do.

Generally, your business plan will be more interesting to investors or readers if the tagline is memorable. A business tagline is a short catchy marketing slogan that signifies your brand or company name, as well as other important aspects of your business.

Create a tagline by describing what you do in a few words. Put your tagline under your company logo on your cover page so readers understand what you do immediately.

5. Contact Information and Address

“Prepared By” contains contact information the reader can use to contact the person. It includes information about the company’s mailing address, phone number, e-mail address, and website.

To make investors aware of where to direct their inquiries, include your name as the business owner as well as the names of any partners or executives.

Try to center this information on the page to maintain consistency in formatting. As long as the information is clearly visible and readable, you may use a smaller font size than you used for the company name and title.

6. Completion Date

When was this plan written? The date is important to readers, so include it (month and year are sufficient).

Under the contact information, write the year (or the year and month) in which the business plan was finalized and published. It’s a good idea to update your business plan throughout the year if you’re including the month, so readers don’t think it’s old.

It is important to note that your company name should appear more prominently than your title and date. Depending on your business plan’s writing style, you may spell out the date, like Jan 20, 2023, or write it numerically, like 20/1/23.

Dates should be formatted consistently throughout the document. To maintain consistency, center the text and use the same font size as your address and contact information.

7. Confidentiality Statement

Adding a confidentiality statement to your cover page protects your idea from being disclosed. It is not required, but you may want to include a confidentiality statement on the cover page, or just text “Confidential” to emphasize that this is a confidential document such as the following:

Example of Confidentiality Statement

It is understood that the information provided in this [Company’s Name] Business Plan is totally confidential, and the reader undertakes not to disclose any aspect of it without the express written consent of the business owner.

How to write a business plan cover page that captures investors' attention?

• Keep it concise and to the point: Investors are busy people, so they don’t want to read a long and rambling cover page. Keep your cover page brief and to the point, highlighting your key business strengths and unique selling points.
• Use clear and concise language: Avoid using jargon or technical language that your target audience may not understand. Use clear and concise language to communicate your business vision and goals.
• Highlight your key business strengths and unique selling points: What makes your business unique and different from the competition? What are your key strengths? Highlight these things on your cover page to grab investors’ attention.
• Make sure your cover page is visually appealing and professional: Your cover page is the first thing that potential investors will see, so it’s important to make a good impression. Use a professional design and layout, and avoid using too many colors or fonts.
• Proofread carefully for any errors: Typos and grammatical errors on your cover page will make you look unprofessional. Proofread your cover page carefully before submitting it to any potential investors.

What are some creative business plan cover page design ideas?

• Use high-quality images or graphics that are relevant to your business: Images and graphics can be a great way to add visual interest to your cover page and make it more engaging for potential investors. Choose high-quality images or graphics that are relevant to your business and that will help to communicate your brand message.
• Use a unique and eye-catching font scheme: Your cover page should stand out from the crowd, so use a unique and eye-catching font scheme. Avoid using overused or generic fonts.
• Use your company colors and branding to create a cohesive look: Your cover page should be consistent with your overall branding. Use your company colors and fonts to create a cohesive look and feel.
• Keep your design simple and elegant: A simple and elegant design is often the most effective. Avoid cluttering your cover page with too much text or too many images and graphics.

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What makes a great cover page for a business plan

Formatting should be consistent.

Messy or unprofessional cover pages can create negative perceptions in your readers’ minds before they even open your business plan.

The cover page of your business plan is the first impression of your company, so your logo, fonts, and brand colors should all work together to capture the reader’s attention.

Follow these best practices to create a cover page that stands out:

Keeping your cover page neat and consistent will allow your reader to perceive your organization and professionalism. Use consistent formatting through

• Maintaining equal spacing between characters and lines
• Choosing fonts that are similar or identical
• Make sure each line of your cover page is centered

When it comes to fonts, it’s best practice to stick to one type of typeface, such as serif or sans serif. It’s also important to choose fonts that are simple, easy to read, and represent your brand.

It is important to ensure your business plan’s cover page is free of spelling and grammatical errors. Make sure you proofread your document several times before publishing the final version, and ask others to review it as well.

The less the better

In your business plan executive summary , you will summarize its contents. The cover page should not do the same. It is also unwise to create a business plan cover that is graphically complicated because the information will be difficult to discern. A strong business plan cover page should be simple, clean, and powerful.

Make use of the color scheme of your company

Color plays a crucial role in establishing your brand’s credibility and trustworthiness. Choosing the right brand color will reveal more about your business than you could ever imagine.

In addition, using the right colors can enhance your brand value by creating a strong visual identity. To make your business plan more appealing, your brand color should be incorporated everywhere, such as titles, subtitles, features, images, etc.

Ensure the colors don’t distract from the important information and consider coordinating them with your company’s brand or logo.

Colors represent 90% of your brand’s personality and elicit the right emotions from your customers, so choose colors that represent your brand’s personality and evoke the right emotions.

When it comes to choosing a logo, simplicity is key. Try to create something that represents your brand and speaks to your audience without being too busy (in other words: white space is your friend).

It’s also important to remember to be practical: your logo should look good in any medium, size, color, and even time period. Beyond your business plan cover page, you’ll need it for your social media, marketing material, or labels.

Download Pack of 6 Business Plan Cover Page Examples

We will show you some real-world business plan cover page examples so you may know how to design your own.

Download Business Plan Cover Page Templates

Here are a few business plan cover examples to illustrate the structure and format. Download and customize it according to your needs.

Business Plan Cover Page Example 1

Business Plan Cover Page Example 2

Business Plan Cover Page Example 3

Business Plan Cover Page Example 4

Business Plan Cover Page Example 5

Business Plan Cover Page Example 6

If you’re not confident in your ability to create a business plan on your own, or if you simply don’t have the time to do so, Wise Business Plans can help.

Our expert business plan writers have years of experience crafting comprehensive plans for businesses of all sizes and industries. We’ll work with you to understand your unique vision and goals, and we’ll create a customized plan that outlines your marketing strategy, target market, financial projections, and more.

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How to Design a Cover Page for Your Business Plan

Paula Kehoe

Reviewed by

December 22, 2021

This article is Tax Professional approved

If you're starting a new business or growing an existing one, it’s critical to have a successful business plan to guide your decisions.

I am the text that will be copied.

Why? A good plan helps you understand your business expenses and cash flow, and it can lay out your goals and track milestones along the way. It’s also important if you’re applying for a loan or approaching potential investors who may be interested in your future business.

That means when you’re writing your business plan, you have one chance to make a good first impression and catch your reader’s attention. It takes a lot of research and planning, but after you’ve finished the hard work of compiling the contents of your plan, you’re still not done. Your business plan’s cover page may seem like an afterthought, but it shouldn’t be. As they say, never judge a book by its cover, but that’s precisely what happens when it comes to business plan cover pages.

A glimpse at the cover page can be enough for someone to decide if they want to pay attention to your business or ignore it. So, before you distribute your business plan, design a cover that stands out and entices interested parties to find out more about your company.

Helpful resource: How to Write Your First Business Plan

What is a business plan cover page?

Think of the cover page (also called a title page) as a welcome mat that leads to your full business plan. It’s meant to be simple and highlight the legal information of your business like a company logo, company name, address, contact details, and other key information.

The quality and appearance of the cover page may influence the perception of the material that follows in your plan—and the credibility of your business. If you want to spark the interest of prospective investors or lenders, you need to make sure that it’s professional, informative, and easy to read.

What is the purpose of a business plan cover page?

The main purpose of any business plan cover page is to inform and enhance your report. Your cover page should communicate a little about the business plan itself and provide the necessary information for a reader to contact you about the business you’re spotlighting.

Keep the cover page concise and focus only on the introductory basics. There’s no need to get into the weeds here. Instead, save those details about how your business will operate for the executive summary, which underlines the most crucial pieces of your plan, such as your short-term and long-term goals.

What should you include on a business plan cover page?

There are no hard-and-fast rules about what to show on your business plan cover page. But there are a few standard elements you should consider adding. Once you know what information you want to use, you just have to arrange it.

1. Document title

Often, the title of these documents is merely “Business Plan.” But you can also customize it with “Five-Year Business Plan” or “Business Acquisition Plan” if you want to outline more explicit goals of your business plan.

Use a clear, bold font to increase readability, like Times New Roman, Garamond, or Arial. Avoid script lettering as it doesn’t come across as professional and may be challenging to read.

2. Business name

Add your company name below the title of the document. Use the same font of the title, but increase the font size slightly, so it stands out. Your company name is a significant part of the cover page, so use sharp, bold text that’s big enough to read clearly. Also, center your company name a few spaces below the title to continue a clean and consistent appearance.

3. Contact information

Below your company name, include a physical address, phone number, email, website, and other details about your business. You can also add a section titled “prepared by” to list your name and credentials, as well as the names of partners or collaborators, so readers know where to direct their inquiries.

To keep consistent formatting, center this information on the page. You can use a smaller font size than you used for your company name and title, as long as the information is clearly visible and legible.

4. Date of completion

Under your company’s contact information, include the month and year you completed your business plan. Use the same font size as your address and contact information, and center the text for consistency.

5. Company logo

Your logo is the foundation of your brand identity. It can draw interest and pique the curiosity of your audience. If you have a high-resolution thumbnail of your company’s logo, add and center it at the top of the page. The logo should be large enough that readers can easily see details, but not so big that it’s a distraction from the rest of the content.

6. Business tagline

Some businesses use a tagline to show what they do and how they’re different from the competition. Think Nike’s “Just Do It” or Dollar Shave Club’s “Shave Time. Shave Money.”

If you have a tagline, add it to your cover page under your company logo so readers understand straight away what you do or how you do it. A memorable tagline can excite an investor so that they’ll take a special interest while evaluating your business plan.

7. Confidentiality statement

At the bottom of your cover page, add a brief confidentiality statement to protect your business’s intellectual property or sensitive information. This may prevent others from disclosing your business plan without your permission.

For this section, use a slightly smaller font size, but try to make sure the text is still visible. Here’s an example of a typical confidentiality statement:

“This document contains confidential, proprietary information created by (your company’s name). It is issued exclusively for informational purposes and should not be reproduced without the consent of (your company’s name).”

Business plan cover page templates

Looking to create a standout cover page? There are dozens of professionally-designed business plan templates, including cover pages, available online. You can download and customize these in a matter of minutes.

If you need help getting started, try one of these:

• Microsoft Word
• Business in a Box
• MS Office Templates

You might even be able to adapt one of Canva’s proposal templates to suit your needs.

How to make your business plan cover page stand out

A cover page that’s messy or unprofessional in any way can create negative preconceptions in your reader’s minds before they even look at your business plan.

Set yourself up for success with a cover page that stands out by following these best practices:

Use consistent formatting

Inconsistent formatting can turn a stable document into chaos. Try to stay consistent when using styles and line spacing. Make sure your fonts are complementary, and don’t select too many—that could be overwhelming.

Proofread it

Because your cover is the first page of a business plan, it’s important to ensure there are zero spelling typos or mistakes within your content. Carefully proofread your document before distributing the final draft and ask someone else to read your work. Having a second set of eyes can smooth out any rough spots and save you potential embarrassment.

Show your brand’s personality

The design elements (color scheme, font type, images) you use can create a memorable, bold statement for your cover page that’ll make a positive impression on your audience. Still, do keep it professional. Coordinate the colors with your company’s logo or brand, and be sure the elements don’t distract from the important details on the cover page.

How Bench can help

While we can’t design a beautiful business plan cover page for you, we can help you out with the contents of that plan. Bench is America’s largest professional bookkeeping service for small businesses. We can handle your bookkeeping and tax filing for you while you focus on starting and running your business. Even if you’re pre-revenue , you need a solid bookkeeping setup—plus, reliable bookkeeping can give you the numbers you need to prove to investors that you’re a good bet.

Even if you aren’t using your business plan to seek funding, including your financial projections offers major benefits. By looking into the future of your business, you can make plans for growth and set realistic goals to reach along the way. Get started with our guide to financial forecasting .

Make a great first impression

Although your business plan cover page has a big job to do, it’s meant to be simple and straightforward. With just a few business details, like your company name, logo, and contact information, the cover page is your first opportunity to stand out and persuade readers that you’re worth the investment.

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How to write a business plan cover page: 5 essential tips.

Writing a comprehensive business plan is a great first step in making a successful business.

It’s a good idea to create a business plan, even if you are writing the plan just for yourself. 

If you are writing the plan for potential investors, you’ll want to include a strong business proposal cover page. This helps to entice the recipient to read through your plan.

We’ll break down the 5 steps to creating a successful cover page and some essential tips that will help you along the way.

Here’s What We’ll Cover:

1. Use a Business Cover Page Template 

2. use your business logo, 3. the document title, 4. company information and date, 5. write a confidentiality statement, key takeaways.

Writing a business plan cover page is relatively straightforward.

But when you’re staring at a blank page, the task may suddenly seem very daunting. 

That’s why we recommend using a cover page template. 

Even if you don’t end up using the template, it can inspire ideas and help you get over that initial writing block. 

When somebody looks at your cover letter, it needs to stand out and be unique.

What better way to be unique than by including your business’s logo?

Your logo should be at the top of the page so that it’s the first thing that they see. Make sure that it’s a high-resolution image of the logo, as a blurry or pixelated image will look unprofessional. 

It’s also a good idea to keep the themes of your cover page consistent with your logo. So make sure your cover letter is using the same font type and color scheme as your logo. 

This will help your cover letter catch the eye of the reader and establish brand association.  It also helps them to start associating your logo with your business’s name. 

Next up is writing a short, yet strong document title. 

This is a short step, but it’s an important one. 

When choosing your document title you should be including your company name, and the duration the business plan will cover.

For example:

“Park Avenue Mechanics: A Five-Year Business Plan”

It’s short, simple, and tells the reader exactly what to expect. This should be placed below the logo in large print.  

Another simple, yet important step.

Underneath the title, you’ll need to write the physical business address. This is the address that your company is registered to. Then you should write the business’s contact information and the date. 

The physical address is where the investors or interested parties should send all their inquiries. 

The contact information should include the business phone number, email address and fax number. 

It is also a good idea to include your website address, if you have one, for people wanting to learn more about the public front of your business. 

Then directly below your contact information, write the date that the business plan was completed. This is so the reader can see when the information inside was relevant. Though it’s obviously important to keep your business plan as up-to-date as possible. 

Last but not least is your confidentiality statement. 

This is good legal practice as it can protect your business against anybody leaking the contents of your business plan. 

Your confidentiality statement should be along the lines of this: 

“This document contains confidential information created by [your company name]. This document is issued exclusively for informational purposes, and may not be reproduced or shared without the consent of [your company name].”

This should clear up any confusion that may arise as to the privacy of the document. 

Think of your business plan cover page as your first impression. Don’t put hours upon hours of effort into the business plan itself but then just throw together a quick cover page. 

You could well be shooting yourself in the foot. 

The entire job of the cover page is to make sure the reader not only picks up your business plan but turns the page over and starts reading. 

So once you’ve finished your business plan, make sure you write a good cover letter. 

It could just be the difference. 

Are you looking for more business advice on everything from starting a new business to new business practices? 

Head over to our resource hub .

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How to design your business plan cover page?

You're probably familiar with the saying, " You don't get two chances to make a lasting impression. "

In simple words, the first perception that people have about a person, place, or thing is often the one that lasts forever. 

Your cover page acts as a preview and is the first thing that readers will see when they view your business plan - meaning it is imperative that your design is professional, informative and attractive.

There’s no room for negligence and nor should there be considering that the success of your business might hinge on it. A well-designed business plan will encourage investors or lenders to continue reading and learn more about your business.

In this guide:

What is the role of the business plan cover page?

What information should you include on your business plan cover page.

• What tools can I use to design my business plan cover page?
• Business plan cover page examples and templates

Final words

A business plan cover page usually includes basic details about the business, such as its name, logo, tagline, and contact details.  

The introductory page or cover page should aim to give the reader an overview of your business’s personality. For both startups and existing businesses, this provides a great opportunity to impress.

Let’s take a look at some of the key roles that a cover page plays in a business plan.

Showcases your brand’s personality

Think of the first page of your business plan as your company's business card. Make it visually appealing and professional to help capture the reader's attention. 

It’s important that both your company logo and color scheme is consistent with your branding and corporate identity. The design should be professional and trustworthy.

Gives a feel for your business

Your business plan cover page introduces your business plan to potential investors, lenders, partners, and other stakeholders and gives them an insight into your business’s values.

When crafting the cover page, the design chosen should appeal to relevant parties. Whilst you could go for something fancy, it’s often the simple and sleek designs that work best. Remember that professionalism is something that needs to be showcased in your business plan throughout, especially if you are seeking funding from investors or lenders.

Key information, such as your business name, company logo, and contact details, should all be included in your business plan cover page so that the reader doesn’t have to scan the document looking for it.

Need a convincing business plan?

The Business Plan Shop makes it easy to create a financial forecast to assess the potential profitability of your projects, and write a business plan that’ll wow investors.

Your cover page should be clear and concise, and the information provided easy to understand. Aim to avoid clutter or unnecessary information because it doesn’t add any value to your business plan.

Nevertheless, the content present on the cover page should provide sufficient detail to the reader regarding the nature of your business, your brand values and contact information. 

Company name and logo

Ensure that your company name and logo are both clearly displayed on the cover page. This will help increase brand recognition and enhance the document's visual appeal. 

Including a short tagline or slogan can help convey the purpose of the business and creates a positive first impression, but is not mandatory.

Main point of contact

The cover page should also include the phone number and email address of the main point of contact. 

This saves the reader unnecessary hassle because they don’t have to go searching for those details inside your business plan.

Date of publication 

To provide context to the reader, it's important to include the date that the business plan was written or last updated. This gives the reader an idea about how up-to-date your forecast and other editorial details are likely to be.

Should I include a confidentiality statement on my business plan cover page? 

Your business plan contains sensitive and proprietary information, so it's a good idea to mark the document as confidential. 

From a practical standpoint, however, unless you have a binding non-disclosure agreement (NDA) in place with the reader, any confidential statement you include is unlikely to be enforceable (and, in most cases, it would probably not be economical to enforce even if it was enforceable).

If you are concerned about any future legal implications, it might be better to include a full disclaimer at the end of the document, rather than just a confidentiality statement on your business plan cover page. 

A full disclaimer allows you to address the following aspects clearly:

• Confidentiality Statements
• Forward-looking statements (the reader shouldn't rely on your forecasts and should form their own assesment)
• Notice that the document is not an offer to sell securities

In most cases a full disclaimer is an overkill, but you should take advice from your lawyer if you are concerned.

Should I include an index or table of content on my business plan cover page? 

You should include a table of content but it should be after your cover page and not on it.

Business plans often span 15 to 30 pages (or more) and having a well-structured table of contents that summarise where each of the main sections and subsections can be found is vital.

It helps readers navigate through your business plan with ease. Be sure to provide page numbers for each section and subsection too (for readers who print the document), and clickable links (for PDF readers).

What tools can I use to design my business plan cover page? 

During the 1990s, word processors and spreadsheets were commonly used to draft business plans. Their limitations often necessitated to use of external tools to create a professional-looking cover page.

Nowdays, utilising business plan software is considered the optimal approach to write a business plan without making calculation errors in the forecast. And most tools also come equipped with options to design a stylish cover page.

The Business Plan Shop , in particular, offers you the ability to create a visually appealing cover page design that showcases your brand identity. You can customise a cover page template by replacing the information with your own business name, logo, brand colors, and contact information.

Using our business plan software to design your cover page and draft your business plan offers numerous benefits:

• You are guided through the writing process by detailed instructions and examples for each part of the plan
• You can be inspired by already written business plan templates
• You can easily make your financial forecast by letting the software take care of the financial calculations for you without errors
• You get a professional document, formatted and ready to be sent to your bank or investors
• The software will enable you to easily track your actual financial performance against your forecast and update your forecast as time goes by

If you're interested in using this type of solution, you can try our software for free by signing up here .

Business plan cover page examples and templates 

With The Business Plan Shop, you can customize a cover page template by replacing the information with your own business name, logo, contact information, colours, and other details.

You can also adjust the size of the text, layout and design of the cover page to suit your preferences and make it more visually appealing. 

Need inspiration for your business plan?

The Business Plan Shop has dozens of business plan templates that you can use to get a clear idea of what a complete business plan looks like.

Using online business plan software is an ideal option for entrepreneurs and small businesses looking to create a professional business plan and cover page.

In addition to obtaining a professional-looking and stylish cover page, you'll be able to create a full set of financial statements and write the editorial section of your business plan, meaning your document will be investor-ready.

We hope that this guide helped you get a better understanding of how to design a business plan cover page. Don't hesitate to contact our team if you have any questions left unanswered.

Also on The Business Plan Shop

• How to do a market analysis for a business plan
• Where to write the conclusion of your business plan?

Know someone looking to write a business plan? Share this article with them!

Founder & CEO at The Business Plan Shop Ltd

Guillaume Le Brouster is a seasoned entrepreneur and financier.

Guillaume has been an entrepreneur for more than a decade and has first-hand experience of starting, running, and growing a successful business.

Prior to being a business owner, Guillaume worked in investment banking and private equity, where he spent most of his time creating complex financial forecasts, writing business plans, and analysing financial statements to make financing and investment decisions.

Guillaume holds a Master's Degree in Finance from ESCP Business School and a Bachelor of Science in Business & Management from Paris Dauphine University.

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How to Design a Cover Page for Your Business Plan

• 26th Nov, 2023

If you're starting a new business or growing an existing one, it's critical to have a successful business plan to guide your decisions.

Starting a Business

Why? A good plan helps you understand your business expenses and cash flow, and it can lay out your goals and track milestones along the way. It's also important if you're applying for a loan or approaching potential investors who may be interested in your future business.

That means when you're writing your business plan, you have one chance to make a good first impression and catch your reader's attention. It takes a lot of research and planning, but after you've finished the hard work of compiling the contents of your plan, you're still not done. Your business plan's cover page may seem like an afterthought, but it shouldn't be. As they say, never judge a book by its cover, but that's precisely what happens when it comes to business plan cover pages.

A glimpse at the cover page can be enough for someone to decide if they want to pay attention to your business or ignore it. So, before you distribute your business plan, design a cover that stands out and entices interested parties to find out more about your company.

Helpful resource: How to Write Your First Business Plan

What is a business plan cover page?

Think of the cover page (also called a title page) as a welcome mat that leads to your full business plan. It's meant to be simple and highlight the legal information of your business like a company logo, company name, address, contact details, and other key information.

The quality and appearance of the cover page may influence the perception of the material that follows in your plan—and the credibility of your business. If you want to spark the interest of prospective investors or lenders, you need to make sure that it's professional, informative, and easy to read.

What is the purpose of a business plan cover page?

The main purpose of any business plan cover page is to inform and enhance your report. Your cover page should communicate a little about the business plan itself and provide the necessary information for a reader to contact you about the business you're spotlighting.

Keep the cover page concise and focus only on the introductory basics. There's no need to get into the weeds here. Instead, save those details about how your business will operate for the executive summary, which underlines the most crucial pieces of your plan, such as your short-term and long-term goals.

What should you include on a business plan cover page?

There are no hard-and-fast rules about what to show on your business plan cover page. But there are a few standard elements you should consider adding. Once you know what information you want to use, you just have to arrange it.

1. Document title

Often, the title of these documents is merely "Business Plan." But you can also customize it with "Five-Year Business Plan" or "Business Acquisition Plan" if you want to outline more explicit goals of your business plan.

Use a clear, bold font to increase readability, like Times New Roman, Garamond, or Arial. Avoid script lettering as it doesn't come across as professional and may be challenging to read.

2. Business name

Add your company name below the title of the document. Use the same font of the title, but increase the font size slightly, so it stands out. Your company name is a significant part of the cover page, so use sharp, bold text that's big enough to read clearly. Also, center your company name a few spaces below the title to continue a clean and consistent appearance.

3. Contact information

Below your company name, include a physical address, phone number, email, website, and other details about your business. You can also add a section titled "prepared by" to list your name and credentials, as well as the names of partners or collaborators, so readers know where to direct their inquiries.

To keep consistent formatting, center this information on the page. You can use a smaller font size than you used for your company name and title, as long as the information is clearly visible and legible.

4. Date of completion

Under your company's contact information, include the month and year you completed your business plan. Use the same font size as your address and contact information, and center the text for consistency.

5. Company logo

Your logo is the foundation of your brand identity. It can draw interest and pique the curiosity of your audience. If you have a high-resolution thumbnail of your company's logo, add and center it at the top of the page. The logo should be large enough that readers can easily see details, but not so big that it's a distraction from the rest of the content.

6. Business tagline

Some businesses use a tagline to show what they do and how they're different from the competition. Think Nike's "Just Do It" or Dollar Shave Club's "Shave Time. Shave Money."

If you have a tagline, add it to your cover page under your company logo so readers understand straight away what you do or how you do it. A memorable tagline can excite an investor so that they'll take a special interest while evaluating your business plan.

7. Confidentiality statement

At the bottom of your cover page, add a brief confidentiality statement to protect your business's intellectual property or sensitive information. This may prevent others from disclosing your business plan without your permission.

For this section, use a slightly smaller font size, but try to make sure the text is still visible. Here's an example of a typical confidentiality statement:

"This document contains confidential, proprietary information created by (your company's name). It is issued exclusively for informational purposes and should not be reproduced without the consent of (your company's name)."

Business plan cover page templates

Looking to create a standout cover page? There are dozens of professionally-designed business plan templates, including cover pages, available online. You can download and customize these in a matter of minutes.

If you need help getting started, try one of these:

• Microsoft Word
• Business in a Box
• MS Office Templates

You might even be able to adapt one of Canva's proposal templates to suit your needs.

How to make your business plan cover page stand out

A cover page that's messy or unprofessional in any way can create negative preconceptions in your reader's minds before they even look at your business plan.

Set yourself up for success with a cover page that stands out by following these best practices:

Use consistent formatting

Inconsistent formatting can turn a stable document into chaos. Try to stay consistent when using styles and line spacing. Make sure your fonts are complementary, and don't select too many—that could be overwhelming.

Proofread it

Because your cover is the first page of a business plan, it's important to ensure there are zero spelling typos or mistakes within your content. Carefully proofread your document before distributing the final draft and ask someone else to read your work. Having a second set of eyes can smooth out any rough spots and save you potential embarrassment.

Show your brand's personality

The design elements (color scheme, font type, images) you use can create a memorable, bold statement for your cover page that'll make a positive impression on your audience. Still, do keep it professional. Coordinate the colors with your company's logo or brand, and be sure the elements don't distract from the important details on the cover page.

How Accracy can help

While we can't design a beautiful business plan cover page for you, we can help you out with the contents of that plan. Bench is America's largest professional bookkeeping service for small businesses. We can handle your bookkeeping and tax filing for you while you focus on starting and running your business. Even if you're pre-revenue , you need a solid bookkeeping setup—plus, reliable bookkeeping can give you the numbers you need to prove to investors that you're a good bet.

Even if you aren't using your business plan to seek funding, including your financial projections offers major benefits. By looking into the future of your business, you can make plans for growth and set realistic goals to reach along the way. Get started with our guide to financial forecasting .

Make a great first impression

Although your business plan cover page has a big job to do, it's meant to be simple and straightforward. With just a few business details, like your company name, logo, and contact information, the cover page is your first opportunity to stand out and persuade readers that you're worth the investment.

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Business Plan Cover Page Template

Make a business business plan cover page using business plan cover page template from venngage..

• Design Style : modern
• Colors : dark
• Size : Letter
• Plan : business

A business plan cover page template is used to provide a summary of a business plan. The template can be used to provide an overview of the business, the products and services offered, the target market, and the management team. When developing a business plan cover page template, there are several things that need to be addressed. First, business plan cover page templates should provide a brief summary of the business plan. This is typically done with one or two paragraphs that explain the business and its purpose. The template can then explain how the business will meet customer needs and solve any problems that may exist. Also, business plan cover pages should address details such as what business approach the business will use, what type of business it is, and how business goals will be achieved. Business plan cover page templates should also include the business name, logo, contact details, business size, and industry information. This can be done by including headings for these topics in the template. Create a business plan cover page using Venngage’s business plan cover

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Explore more

Everything You Need to Know About a Business Plan Cover Page

An integral but potentially overlooked part of a business plan is its cover page. Business plans work to secure financial resources and partnerships, while driving a business towards growth and expansion. As such, a business plan aims to create a brand with an established reputation. If done right, a cover page for a business plan acts as a preview and builds a positive impression that will benefit a business in various ways.  

What is a Cover Page?

A business plan cover page serves as a one-page introduction to a comprehensive business plan, capturing the main points of an organization. It includes basic company information, similar to a title page, and allows readers to immediately determine a business plan’s purpose with one look.

Purpose of a Cover Page

An effective business plan cover page exhibits an excellent quality, design, and a professional tone that aligns with a business’s goals and ideas. With this, the cover page communicates the essence of a business plan, while also outlining contact information that enables readers to reach out to the business and owners themselves. 

New businesses or even reputable organizations may benefit from well-designed and detailed business plan cover pages. The cover page is an essential first impression that pushes readers, and investors alike, to read through the entirety of the business plan. Below summarizes the significance of a business cover page:

• Effectively convey the content of a business plan
• Provide concise and straightforward business details
• List contact details for readers’ reference
• Establish an overarching tone for the business plan

Elements of a Good Business Plan Cover

Here are some key components that good cover pages should include:

Business Plan Title

Cover pages do not exist for business plans only. Cover pages can be used in marketing plans, strategic plans , and other documents. Including a business plan title in the cover page communicates what a document is about, at a glance. A business plan title will boost a business plan’s readability by using clean and striking fonts like Arial. It is best to avoid script font styles, such as Lucida Writing, since they reduce the professional appearance of the business plan.  

Company Name

The company name or business name should be the most noticeable element in the cover page. Formatting the company name using bold and large typefaces makes it stand out. This pushes the business name to be stuck in the readers’ minds.

Business Logo

The business logo should be simple but memorable. It is best to match it with the company’s color scheme and include relevant features that refer to the business’s brand identity. The logo is usually placed at the top most part of the business plan cover page.

A tagline or slogan will catch the interest of business plan readers since its focuses on immediately describing a business’s activities and how these differ from their competitors. Take note that this is a discretionary element but a welcome addition to the cover page as signifies a business’s brand, similar to a logo.

Contact Information

The “presented by” or “prepared by” portion of the cover page presents contact information a reader can refer to when reaching out to a business. Contact information may include a business’s phone number, e-mail address, website, or mailing address. Investors know where to direct their queries if the contact information also includes the names of the business owner, partners, and other key contacts. The cover page should place the contact information at the center and make it readable even in a smaller font size.

Completion Date

Placing the month and year of completion in the cover page is vital information that informs the readers when a business plan was accomplished and reported. It is ideal to keep the completion date at the same font size of the contact information to channel consistency in the business plan.

Confidentiality Statement

A business plan confidentiality statement safeguards the business concept from being spread outside of its intended use in the business plan. A short statement or even placing the world “confidential” in the cover page will place emphasis on the business plan’s confidentiality.

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How to Design a Business Plan Cover Page

To design a powerful and creative business plan cover page, it is best to consider the following guidelines:

• Be consistent : The cover page’s formatting should exhibit consistency. The colors, design, and fonts of the cover page should work in harmony to create a good impression and catch readers’ attention. Proofreading further ensures that the cover page will avoid grammatical and spelling errors that may cause a negative impression from a business plan’s readers.
• Less is more: A creative business plan cover page does not entail complicated and intricate graphics. A simple page that neatly and clearly lays out relevant business information creates more impact than complex designs.
• Establish a brand : Since the cover page is a reader’s first look at a business plan, it should communicate a brand’s personality and pique the interest of its readers. There are various applications and techniques to developing a successful business plan cover page.  In recent years, entrepreneurs have adopted a growing design platform, Canva , and other applications such as Adobe , to utilize cover page business plan templates or to create cover pages from scratch. Keeping a uniform color scheme helps with building a business’s brand and crafts a strong visual identity that will resonate to its audience. Colors should blend in the cover page instead of taking away the attention from the business plan. 

Business Plan Cover Page Examples

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Business Plan Cover Page

What to include in your business plan cover page, the important elements of a business plan cover.

A strong business plan cover page will include all the essential elements shown below.

• Your company name
• Slogan or business tagline (optional)
• A company logo (recommended)
• A confidentiality statement. This can be as easy as the word “CONFIDENTIAL” in all capital letters
• A copyright notice, similar to © 2023, Your Company Name, City, State
• The date and possibly a revision number, as in, “January 20, 2023. Revision 3”
• Contact Information: Your Name, phone number, email address and mailing address. Try to use a professional email address that reflects your new business, as in “[email protected]”
• A company’s mailing address is optional at best. In the post-covid, digital world, it is not essential.

Important Considerations

A slogan or business tagline is optional but should be included if your business is in an industry that is considered timely or hot. Similarly, if you’ll be sending your business plan to an investor or bank that is known for working with businesses of your type, let them know through a tagline or slogan that you are in that space.

If you don’t currently have a slogan, use something purely descriptive, such as “A social networking web business.” The tagline you use on your business plan does not have to be the same slogan you might use with customers.

If you have a logo you are pleased with, include it on your cover page; however, there is no need to rush to create a logo just so you’ll have it to include in your business plan.

Your Business Plan Cover Page Matters – a lot.

First impressions are important.

The cover page of a business plan is the first impression that a potential investor or lender will have of the entrepreneur and their business idea. As such, it is important for the entrepreneur to put time and effort into making sure that the cover page is professional and well-designed.

One way to make the cover page stand out is by using a high-quality paper and printing the cover page in full color. This will give the cover page a polished and professional look. Additionally, the entrepreneur should consider using a simple and clean design, with a clear and easy-to-read font, to ensure that the cover page is easy to read and understand.

Binders, Staples and Paper Clips

It is not necessary for the cover page to be bound, but it can be placed in a special folder or binder to keep the business plan together and organized. However, it is important to avoid using paper clips or staples as it may give off a unprofessional and unorganized appearance.

Overall, the cover page of a business plan is an important component that can play a significant role in making a positive impression on potential investors or lenders. By putting time and effort into the design and presentation of the cover page, entrepreneurs can increase the chances of their business plan being taken seriously and ultimately secure the funding they need to start or grow their business.

The Main Job of the Business Plan Cover Page

When your business plan is sitting on a banker’s desk with your small business loan application, or being reviewed by an investor or venture capital firm, the business plan cover page is all they will see. therefore, the main purpose of the business plan cover page is to entice the viewer to pick it up and see what’s inside! Imagine an investor with too many business plans and not enough time. He or she will likely put them quickly into three piles: 1) Unprofessional or unpolished; 2) Too flashy; 3) Interesting. They’re easy to tell apart!

Business Plan Cover Examples

You want your business plan cover page to get you noticed–for the right reasons. Look at the images below. Which one will get reader’s attention immediately and get read? Which one looks complete and professional? Do you think the “most noticeable” business plan cover gets noticed for the right reasons? (We don’t either!)

An Incomplete Business Plan Cover Page

The business plan cover page image below is clean and simple. While it is not unprofessional, it is incomplete. The company logo would have made it appear more interesting, but even leaving out the company logo is forgivable. But, do you want your business plan cover to omit your contact information? No! Frankly, this cover page is designed to have a coffee cup set on it.

A Business Plan Cover Page that is Professional and Complete

As you can see in the business plan cover page example below, a proper cover page takes only a little more effort. This can be considered a professional, formal business plan cover.

The company logo was added and serves two purposes. First, it grabs your attention. More importantly a company logo makes your plan document instantly recognizable the second, third and ‘next’ time it is read.

The founder’s contact information has been added to the cover page which is both an essential element, but a courtesy to the reader as well. Make it easy for the reader to contact you.

The tagline below the company logo gives interested parties quick insight into what is inside. Make sure your tagline is descriptive and differentiating. If your business plan cover is going to have a slogan or tagline, it should add clarity.

Finally, we can see that the business plan cover page has a confidentiality statement and a copyright notice. Professional cover pages include this information. It conveys to the reader that this is an important document created by someone with business experience.

A Business Plan Cover Page that is Over the Top

Will business plan covers like the one below get noticed? Let’s agree that’s a yes. Will it get read? Less likely. All the important aspects are there, but this plan tells a LOT about the founder and CEO. Something had him thinking that his photo would make his business plan more compelling. In fairness, he does look like a stock photography image of a young CEO. In complete fairness, that’s exactly what he is! Great picture, just not for the business plan cover page.

The highlighted text is an unnecessary way to draw attention to important details on the business plan’s cover page. Bold, italics and font sizes are better suited for the job. There aren’t that many words on business plan cover pages that you really need to draw attention to specific elements.

Finally, the blue box with the founder’s message in the first person, is non-traditional. There is little to be gained when the business owner introduces him or herself in this way.

Including all the important elements such as your company name, company slogan, business logo, confidentiality statement and contact information is the goal. Dressing it up, or over dressing your cover page, doesn’t do anything to get your entire business plan read. Sending Your Business Plan Digitally – The Business Plan Cover Still Matters

When sending a business plan to a potential investor or lender, it is generally best to send the plan as a PDF file. PDFs are a more secure and universal format, as they cannot be easily edited or altered and can be opened on any device with a PDF reader. Additionally, PDFs maintain the formatting and design of the document, ensuring that the business plan looks professional and polished.

Sending the business plan as a Word document may cause formatting issues, as the document may not look the same on different devices or in different word processing programs. Additionally, Word documents can be easily edited, which may be a concern for some investors or lenders.

Passwords and Watermarks

As for password protecting the file, it is not necessarily wrong to password protect a business plan, but it is not recommended. Password protection can be seen as a barrier to access and may make it appear that the entrepreneur is not transparent or willing to share the information with potential investors.

It is also not recommended to watermark the business plan with the recipient’s name, as it may be seen as unprofessional and may give off the impression that the entrepreneur is not confident in their business idea. It is better to have a clean and professional looking business plan that is easy to read and understand.

Overall, sending a business plan as a PDF file is the best option to ensure that the document is secure, easy to read and looks professional. It is not recommended to password protect or watermark the business plan as it may be seen as unprofessional or as a lack of transparency.

Most people have judged a business plan by its cover. The purpose of the business plan cover page is to present your plan in a way that conforms to professionally accepted standards. Attempts to dazzle the reader with an extraordinary or artsy cover page are risky (unless you’re starting an art supply store). Let the cover page simply be a cover page and allow the inside of your plan to do its job. By following the simple guidelines and template below, you’ll do just that.

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Business Plan Cover Page: The First Impression Matters!

So, you have written or trying to write your business plan. At some point, usually such a question arises: “how to design the cover page of my business plan?” The first impression in both social and business life is important. It is a magical moment that draws the attention. It sets the tone and mood for the rest of the conversations with that person. Similarly, the cover page is the very first touchpoint with investors, partners, and stakeholders. If it expresses professionalism and clarity you’re one step ahead of the struggle.

Click here to Access free resources for your business plan.

Here are the reasons why a cover page makes difference:

Eye-Catching:

A well-designed cover page, with the right colors, typography, and layout, is visually appealing and eye-catching.

Demonstrates Professionalism:

It gives the impression that you are serious about your business, and you’ve invested time and thought into presenting it.

Conveys Key Details:

At a glance, it provides vital information about your business and sets the tone for what’s to come.

Essential Elements of a Good Cover Page

Business name:.

Write your business name, it’s the most important asset on a cover page.

If you have a logo, do insert it! Or, you better have a logo too.

A brief and catchy phrase that gives an idea to the audience about the essence of your business.

Contact Information:

Give the details like your phone number, email address, and physical address.

It helps in tracking versions and shows that your plan is up-to-date.

While the above elements are essential, to truly make a difference and convert those curious glances into meaningful conversations, demonstrate your cover page with.

Personality:

Let your brand’s character shine. Whether you’re playful, earnest, innovative, or traditional – let it show.

Quality Imagery:

A relevant, high-quality image can evoke emotions and draw readers into the narrative of your plan.

Engaging Design:

A harmonious blend of colors, fonts, and spacing makes all the difference.

Here are some resources that you can use to craft your cover page:

Why Use Canva:

• Canva is a user-friendly platform that offers a lot of templates, including business plan cover pages.
• Its drag-and-drop interface makes it super easy for beginners.
• Canva provides a vast library of stock images, fonts, icons, and other design elements.

How to Use Canva:

• Go to  Canva .
• Sign up for a free account.
• In the search bar, type “business plan cover page” or simply “cover page” to get related templates.
• Select a template that fits your vision and edit it as per your needs.

Adobe Spark

Why use adobe spark:.

• Adobe Spark is another intuitive platform for creating visual content.
• It offers design templates, customizable themes, and the capability to add animations.

How to Use Adobe Spark:

• Visit  Adobe Spark .
• Choose the “Page” option for web pages or “Post” for images.
• Search for cover page templates or create one from scratch.

Microsoft Word &Google Docs

Why use them:.

• Both are familiar tools for most people, offering basic design elements for a cover page.
• Suitable for those who want a straightforward design without much flair.

How to Use Them:

• Open a blank document.
• Navigate to “Insert” to add images, shapes, text boxes, etc.
• Format and arrange elements to design your cover page.

Why Use Crello:

• Similar to Canva, Crello offers customizable templates and a vast design element library.
• It provides animated designs which can add a unique touch to your digital documents.

How to Use Crello:

• Go to  Crello .
• Create a free account.
• Search for relevant templates or start with a blank canvas to design your cover page.

Why Use Fotor:

• Fotor is both a photo editor and design tool, ideal for those who want to blend original photography with design elements.
• It offers a simple interface and design templates.

How to Use Fotor:

• Visit  Fotor .
• Navigate to the “Design” section.
• Choose your canvas size or template, and then customize it to fit your needs.

Visit us at:  www.peakplans.co   and Schedule a free consultation for a fast and expert delivery of your business plan.

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Creating a Killer Business Plan Cover Page

There are a thousand things to consider when creating a business plan, from cash flow projections and competitive analyses to marketing plans. Because a business plan is the foundational text of a business, creating one takes both umbrella and granular thinking presented in a digestible and appealing format.

One of the most impactful elements of a plan is the one easiest to disregard: the cover page. A killer cover page elevates a pitch and defines a company’s aesthetic. A substandard cover page insinuates laziness and a possible lack of creativity.

Would a cover page benefit your business plan? Let’s find out.

What is a Cover Page for a Business Plan?

Just like the cover of a book or magazine, a business plan cover page is the face of the document—its first impression. To succeed, it needs to incite enough curiosity in the reader to take the next step by opening the cover page and reading the plan. 

A cover page also functions as an introduction to what the business plan contains. The entire cover page should be as simple and streamlined as possible while relaying the necessary information. Use a clean and uncluttered design with an easy-to-read and visually appealing font. Think like an investor: consider what kind of cover page would make you want to read a business plan and design accordingly.

What to Include on a Business Plan Cover Page

Think of a cover page like a large and slightly expanded business card: use the space to relay vital information about your business succinctly. While there are no hard-and-fast rules about what goes into a cover page, always include the following details at a minimum:

• Creation date
• Company name
• Headquarters/primary address
• Contact information
• Business partners’ names (if any)

Consider including a creative element to grab attention, like a tagline or motto (think of Nike’s Just Do It and other iconic catchphrases).

The most important elements of your cover letter include the following: 

Company Information 

Include all identifying information about the company: name, headquarters address, and contact information. Your name and title, and those of partners or significant stakeholders, should make the cover page too. The business name should be the page’s most prominent, bold text. Bold it, center it, and let it stand out from across a table.  

Don’t forget the month and year you created the business plan. Also, consider including the business’s date of incorporation (this conveys longevity and expertise). 

Company Logo 

Utilize visual memory to your advantage – it helps people remember what your business is and does. If you don’t already have a company logo, this is the time to enlist the services of a graphic designer to create one. It needs to be clean, bold, and high-resolution (because nothing says “I made this in my basement” like visible pixelation).

Spend a little time perusing the most iconic company logos to understand what images do and don’t succeed. Remember, a logo is a brand identity. There are very few circumstances in which it makes sense to change a logo after it’s been created and marketed, so design wisely. 

Effective Date 

This one’s pretty obvious, but it’s worth noting that if you love a cover page, you can use it repeatedly. The completion date, or effective date, is the year and month you finalized or updated the plan. It’s important to periodically review and revise the plan as your business evolves.

Confidentiality Statement

A confidentiality statement is a legally binding agreement confirming that anyone who attempts to steal ideas or information from your business plan can be held legally liable. The cover page is arguably the most impactful place to put it. If the statement is too long to include on the cover page, insert it elsewhere in the business plan but add a note on the cover page referring to its existence and location in the document. 

A confidentiality statement should include the consequences of the breach, effective date, parties involved, termination date, terms and conditions, and a notice that any reader of the document assumes liability under the confidentiality statement.

What Should a Business Plan Cover Page Look Like?

The short answer is that it should look good. What does “good” mean, though? “Bold,” “sleek,” “eye-catching,” and “attractive” are subjective assessments, so let’s unpack what makes a cover page earn these superlatives. A cover page is, first and foremost, a business document, not an art project, but it still needs to grab attention. Use design elements judiciously, and avoid clutter at all costs.

Here are some excellent starting ideas:

• Bright colors (used sparingly)
• Sans serif fonts give off “disruptor startup” vibes
• Serif fonts connote classic venerability
• Text that is large enough to read easily
• White backgrounds with black text

The following three formatting suggestions will make your cover page extremely user-friendly:

• Always center titles, not just as a matter of convention but as a way to compliment how the human eye tracks text as it reads.
• Center alignment is not ideal for paragraph text because the reader’s eye naturally wants to move from left to right. It can, in some circumstances, be beneficial for headline text because it makes the reader slow down and take note. 
• Anything you want your audience to read in full (like a confidentiality statement) should be left-justified , and make sure the text color has sufficient contrast with the background color.

Due to the concise format, every cover page element must align with the business’s brand identity. Fonts, colors, structure, and voice must reflect the brand’s overall aesthetic. For example, hot pink Times New Roman text may not be the most fitting choice for an offroad-vehicle mechanic.

Design Tools and Templates

There are some great design tools and templates out there to help you create your business plan cover page, whether you’re highly design adept or you just want to drag and drop into something that looks good. Check out these well-loved favorites that can help you make a cover page that you’re proud to put your name on. 

LivePlan consistently makes the top of best-in-class software lists, and for good reason. For subscription pricing starting at $15 per month (or $20 per month for a pay-as-you-go plan), you get over 500 template options that are geared toward specific industries. Every template is customizable, and your subscription comes with lots of video tutorials, instructions, and excellent customer support. You can cancel your plan anytime you want, and there’s even a money-back guarantee for 60 days. 

On LivePlan, you can create as many business plans as you want (a great feature if you have several ideas for how to present your business, or if you have multiple side hustles). 

Cuttles is a super simple option for plan design. The software takes you from idea to pitch deck and business plan one step at a time. The incredibly user-friendly process incorporates everything you want to include in your business plan into a custom design using your company’s visual branding and logo. Pricing is in Euros (Cuttles is a Danish company) and starts at €8 per month. 

Canva is great for folks who want a little more control over the design aspects of their business plan cover page, but don’t want to start from scratch. Using a huge library of template options or creating from a blank page with Canva’s design tools is a breeze, even if graphic design isn’t your wheelhouse. Pricing is split between a (very serviceable) free tier and the $120 annually Pro tier. 

Venngage facilitates visual media creation, and it can work really well for designing your cover page. Similar to Canva, but with more infographics options, Venngage is a good choice if you want to use a lot of charts, graphs, or diagrams. Pricing starts at a free tier (which is pretty limited) and then goes up to $16 monthly for the Premium tier, which has all the features you need to design a business plan and cover page. 

Business Plan Cover Page Examples

With a cover page, you’re constantly balancing visual appeal and function. Check out some of these sample cover page templates from Upmetrics that hit both nails on the head.

 Notice the details that make these templates successful: eye-grabbing colors, color gradients, and clean and consistent font choices. Other options are a bit more whimsical but still visually pleasing. A successful design template can be much better than a plain white page without overwhelming the reader.  

A Cover Page Worthy of Your Business

A business plan cover page isn’t just an afterthought. It’s the first (and potentially only) opportunity to convey the creativity, thoroughness, and excitement contained inside. Give your business plan the most substantial chance for success by knocking the cover page out of the park.

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Cover Page Designs & Formats for Business Plan in MS Word [Free and Editable]

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Why is a cover page needed in a business plan?

What does it contain.

• Company’s name
• Company’s address and contact information (email, fax, or postal address)
• Company’s logo, design color, and catchphrase or slogan
• Year and date of when the plan has been formulated for
• Serial number
• Name and contact details of the person to be contacted when needed
• Name of the person or key member who prepared it
• A confidentiality statement
• A disclaimer

Why is it vital for a business plan?

• It is the first introduction
• It tells what the document contains from the inside
• It gives information to the reader to get in touch with you
• It professionally conveys the information that the readers are interested in getting
• A carefully planned front page will get you the edge you need and help you stand out among the rest of the companies

Things to avoid

• Inappropriate font size, either too large or too small
• Bad-quality image/company logo
• Unattractive color scheme
• Bad printing quality
• Overcrowded graphic outlook
•  A wrong sequence of information
• Informal representation
• Informal font
• Confused or inconsistent alignment of text and image
• Typos or grammatical errors

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