Everything you need to know about business plan cover pages
You have only one chance to make a good first impression with the readers of your business plan.
People do judge books—and business plans—by their covers. A quick glance at the cover can easily be enough to make up one’s mind.
So set yourself up for success with a powerful cover page that stands out and entices the reader to find out more about your business.
Here’s everything you need to know:
Definition: What is a Business Plan Cover Page?
Cover page (also known as title page or cover sheet) is the first page of a business plan that communicates what the enclosed document is about and highlights the key company information like name, logo and contact details, making a good impression with professional and attractive appearance.
Purpose: Why is Business Plan Cover Page Important?
Many businesses spend hours preparing their business plans but then do not pay enough attention to the title page. This is a huge mistake .
5 ways a strong cover page can help you make a positive first impression:
- Clearly indicate what the presented document is about
- Provide the necessary information for a reader to contact you
- Create a powerful first impact that sets the stage for how readers will engage with your document
- Avoid falling victim to negative preconceived notions as a result or unprofessional or unattractive cover
- Maximize the chance of the plan being read by making the document stand out from the crowd and immediately drawing your reader’s attention
Keep reading to find out which elements you need to include in the cover page, how to structure it to maximize the impact of your business plan, and to take a look at some successful examples .
Contents: What Should You Include in a Business Plan Cover Page?
Surprisingly, there are no strict rules about what to show on your business plan cover sheet, but there certainly are best practices that you should follow.
Here are 9 elements that are typically included on business plan covers, 3 of which are essential and you should not miss to include them. The remaining 6 are optional for your consideration.
1. Must-haves: 3 mandatory cover page elements
1.1. Business name: The name of the company that is the subject of the plan.
1.2. Document title: The words “ Business Plan ” in a prominent spot so that it is clear what kind of document this is.
1.3. Contact information: Name, title and contact details (e.g., phone, email, social media, website, address) of the primary contact persons presenting the plan (e.g., CEO, Founder, Owner, President) so that any interested parties know exactly to whom to direct their inquiries and can reach them quickly and easily.
2. Nice-to-haves: 6 optional cover page elements:
2.1. Company logo: The logo of the company if available and desired.
2.2. Tagline: Short, memorable summary of the business described in the plan.
2.3. Date: In order to make sure your plan does not look outdated, include only the year of the business plan completion date. If you are including both the month also, it is advisable to create a new cover sheet each time you send out the plan.
2.4. Version control: Numbering each copy of the plan enables you to more easily keep track of who you sent what version of the document to.
2.5. Disclaimer: Disclaimer can help protect you and your company from confidentiality and other legal issues resulting from the distribution of the business plan by indicating that the plan is for information only, not an offering of stock in the company, and not to be shared with third parties without your prior consent.
2.6. Visuals: Graphic elements or images to enhance the professional look and visual appeal of the document.
Let’s have a more detailed look at these cover page elements so you know what exactly to include into each of them:
Business Name
The most prominent feature on your business plan cover is the name of your company.
Instantly, the reader should notice the name of your business. In fact, if readers take away nothing else from the cover page, they should remember your company’s name.
As this is the most noticeable feature on the page, use a large font that stands out, but is easy to read, looks professional and corresponds to the typeface that you used for the rest of the document.
Company Logo
Placing a high-quality company logo on the cover page helps to make the business plan look more professional and establish a brand identity by allowing readers to connect visually to the business right from the beginning.
If your logo includes the full name of the company, you do not have to display both the company name and logo on the cover page, it is sufficient to choose one of the two.
Document Title
The readers need to know what the presented document is about – immediately and clearly.
The cover page should clearly state whether it is a Business Plan, Executive Summary, Financial Forecast, Marketing Plan, Recovery Plan, or any other kind of plan.
For example, write the words “ Business Plan ” in a prominent spot on the cover sheet to make it crystal clear what type of document this is. You may include any additional words that are part of the title, such as “Three/Five-Year Business Plan” if needed or relevant.
As a focal point on the cover page, the document title should be in a large font size .
There is no rule though about whether the Document Title or Company Name and Logo should be of the largest font size, as all are of key importance. So it is entirely your decision what feature you prefer to highlight on the cover page of the document.
Contact Information
Contact details should always be on the business plan cover page, letting the reader know who is presenting the document and how to contact them if they need more information.
It is helpful to indicate the names and titles of the company’s primary contact persons for investors and other business plan readers, such as:
- External distribution: company founder, owner, president, partner, CEO
- In-house corporate plans: head of division, departmental manager, executive officer
Next, provide the contact details that will allow the interested parties to reach these primary contact persons quickly and easily, including:
- Name and title of primary contact(s)
- Phone number
- Email address
- Social media handles
- Website address
- Postal address
The contact information is typically displayed in the smallest font on the cover page.
Company tagline, or a motto , is a catchy memorable marketing slogan that captures the essence of a business in a few short and simple words: >> What you do >> How you do it >> Why are you different from the competition
For example, you will undoubtedly recognize the following company mottos:
As such, the tagline is a useful part of the cover page as it helps the business plan readers better understand what you do straight away, and even excite them to read the business plan and study it with more interest.
When was this business plan finalized and issued ? The readers will be interested to know. Hence, it is advisable to state the document completion date on the cover page.
Strictly speaking, you do not need to denote anything more specific that the year in which you completed the business plan. (“Business Plan: 2021”) This will ensure that the plan does not appear outdated for an entire year.
Imagine that you are a potential investor who in December 2021 receives a business plan dated January 2021. It would be natural to assume that the document has been rejected many times by other investors over the last 12 months.
Alternatively, you can include both the current month and year on the cover sheet. (“Business Plan: January 2021”) Each time you update the document and send it out or present it, you will need to check if this date of completion needs updating .
The date is featured on the cover sheet less prominently and in a smaller font size than the document title and company name, and is often displayed below the plan title.
Version Control
As your business develops, you may revise your business plan any number of times and send it to multiple recipients . To keep track of the different versions of the plan that you produce and which version you sent to whom, you may decide to use a version control system.
However, it does not make the best impression when someone receives a “Version 25” of your plan.
Instead, consider devising a simple coding system . For example: “Copy D.5” would indicate it is the fifth copy of a fourth version of the document or “Version 4.5” could mean a fifth copy of a document version completed in April.
Numbering each copy of your business plan before distribution, and keeping a list of which individual has received which copy, would enable you to keep track of how many copies are in circulation, and, if needed, ask to have a copy returned, or trace the responsible party in case a copy is circulated without your permission.
Confidentiality Statement & Disclaimer
Why should your plan include a disclaimer.
Legal issues may arise as a result of circulating your business plan.
For example, anyone who is in the possession of the document could potentially divulge the confidential information.
Also, in some countries, offering ownership in your company in return for an investment is considered as selling of stock, which is a regulated activity. The best way to protect yourself is to consult a lawyer.
Nevertheless, including a disclaimer in the business plan helps to protect your company by indicating the plan itself is not an offering of stock for sale but rather a document for information purposes only.
The same disclaimer can also be used to help protect the confidentiality of the information disclosed in your business plan by informing the reader that the plan is confidential and not to be shared with other parties without the owner’s consent, especially when you are not adding a non-disclosure agreement.
What Should the Disclaimer Say?
These are the two most common ways how to show the disclaimer in the business plan:
1. Display a brief disclaimer , just one or two sentences, directly on the front cover , probably at the bottom of the page. Consult a lawyer for the most appropriate wording, but a standard disclaimer might look something to the effect this:
2. Write “ Confidential ” on the cover sheet and include a longer disclaimer and confidentiality statement in the main body of the business plan, perhaps on the first page after the cover sheet.
In addition, you can also include the text “Confidential” into the header or footer of the document.
Design: How Should You Format a Business Plan Cover Page?
The cover page is the first thing the readers will see when they open your business plan. Thus, your business plan cover should be neat , clean , attractive , and professional enough to draw your readers’ attention , make a good first impression and set the tone for your business plan’s content.
Cover page that is messy, dated, unattractive or in any way unprofessional can create negative preconceptions in the recipients’ minds before they even start reading the business plan.
Your design should be clean and professional, which can be accomplished by observing the following best practices:
Visual Identity
Most successful businesses have a strong association with their brand identity , including a company logo, typeface and color scheme. Visual identity helps to establish recognition, familiarity, trust and confidence in customers by evoking the right emotions and sending the right message.
As a result, companies take care to develop a brand identity and keep consistent across all marketing collateral and business materials.
Likewise, your brand identity should be integrated into all parts of your business plan, including the cover page. The best practice is to make the plan consistent with the logo, font type and color scheme as they appear across your other company’s documents.
If you do not have a brand identity created yet, keep the color scheme of the plan cover simple.
The easiest is to have a logo designed, which is inexpensive and easy to do nowadays, and then use your logo colors across the business plan. Alternatively, consider using an online color scheme generator to select colors that go well together.
To stay on the safe side, use maximum of two to three colors, one of which should be black. You can use different shades of the same color (e.g., light blue and dark blue).
First and foremost, the fonts you use in the business plan, including its cover, need to be readable .
The most important information should be displayed in a way that it stands out from the rest of the elements on the business plan cover page, for example, differentiated by font size , weight or color .
Ideally, the typefaces and their color(s) should be consistent with the brand identity used in all of the other company’s marketing materials.
Do not combine more than two typefaces. It is ok to combine a sans-serif (e.g., Times New Roman) with a sans-serif (e.g., Arial) typeface.
Again, less is definitely more here. Refrain from cluttering the business plan cover sheet with photos and graphics.
If you do use a visual element, make sure to leave enough white space around it so the page does not look too busy.
The resolution of any images, including the company logo, should be of high enough quality to not look pixelated.
There is no need for a fancy over-designed cover page, unless you are a large corporation or perhaps a design agency. Equally, beware of any templates with outdated designs that will make your cover look like it was created back in 1999.
Professional designers often combine different alignments (left / right / center) of elements on a page (text, images) to achieve a desired design effect. However, a design novice should play it safe and keep the alignment simple and consistent , especially when it comes to professional documents, such as a business plan.
You should be able to comfortably fit all of the recommended elements on the cover sheet (e.g., company name and logo, document title, contact details, date, disclaimer), and still leave enough white space on the page.
Making a great first impression does not equal to creating a cover that is graphically busy and cluttered with unimportant details. Instead, set yourself up for success by keeping the business plan cover sheet neat , clean , simple and concise .
Proofreading
Carefully proofread the cover page to avoid, at all costs, any mistakes and typos , which would do you a great disservice in the eyes of the reader. Even better, have someone else to look it over.
Finally, make sure that the cover page looks good in every format you will be distributing the business plan in, probably including a PDF electronic file and a printed hard copy.
Some common issues include:
- Photos look pixelated due to low image resolution
- Colors do not print well (e.g., dark font color on a dark background)
- White space left at the edges of a printout because and image does not stretch (i.e., “bleed” in designer terms) enough into the edges of the page
Most importantly, the cover page should look professional and stand out from the crowd so that your business plan has a better chance of being read.
Finally, remember that these aren’t rigid rules. The overall goal for a cover page is to look neat and professional so that it stands out from the crowd and your business plan has a better chance of being read. In the end, that’s the most important outcome.
The cover sheet is the first thing the readers of your business plan will see. Make a good first impression.
Examples: Sample Images
Here are some examples to further illustrate the structure and format of a business plan cover page:
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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 business plan. Use our complete business plan template 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.
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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
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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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Cover page (also known as title page or cover sheet) is the first page of a business plan that communicates what the enclosed document is about and highlights the key company information like name, logo and contact details, making a good impression with professional and attractive appearance. Purpose: Why is Business Plan Cover Page Important?
A business plan cover page is the first page of a business plan. This page communicates important information, such as the business name, to the reader. It's important that the content and format of a business plan cover page are engaging, as this page can determine whether someone continues to read your business plan.
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 Download in word format Business Plan Cover Page Example 2 Download in word format Business Plan Cover Page Example 3
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.
A business plan cover page is a single-page document that summarizes a business's critical aspects and acts as an introduction to a more extended, more detailed business plan. It is a business plan summary and includes a business's contact information for interested parties.