Appendices Skill
Generate a well-organised appendices section that provides the supporting evidence investors need without cluttering the main plan.
What to Generate
Standard Appendix Items
- Detailed financial tables — Monthly projections, detailed cost breakdowns
- Market research data — Survey results, industry reports, data tables
- Product specifications — Technical details, screenshots, prototypes
- Legal documents — Articles of incorporation, patents, licences, permits
- Team CVs/resumes — Full biographies of key team members
- Letters of intent / customer commitments — Evidence of demand
- Partnership agreements — Signed or draft agreements
- Lease/facility agreements — Property or equipment contracts
- Insurance documentation — Current or planned coverage
- Technical architecture — System diagrams (if tech-heavy business)
- Glossary — Industry-specific terms used in the plan
- References and citations — Sources for all market data and claims
Organisation Format
Each appendix item should be:
Appendix [Letter]: [Title]
Purpose: [Why this is included]
Reference: [Which plan section cites this]
Content: [The actual document or data]
Generation Process
- Review all completed sections (01-14) for claims needing evidence
- List all referenced data, documents, and supporting materials
- Organise by category (financial, legal, market, team, technical)
- Generate any missing supporting tables or summaries
- Create a table of contents for the appendices
Uganda Bank Loan Submission — Required Appendix Documents
When the business plan is being submitted to a Ugandan bank or DFI, the following appendix documents are required. Use the templates in references/document-templates.md for each:
| Appendix | Document | Template Available |
|---|---|---|
| A | Director / Guarantor CV | Yes — Template 1 |
| B | Personal Net Worth Statement (per director) | Yes — Template 2 |
| C | Loan Repayment Schedule (reducing balance) | Yes — Template 3 |
| D | 3-Year Financial Summary (one-page P&L + cash flow + ratios) | Yes — Template 4 |
| E | Character References (minimum 2 per director) | Yes — Template 5 |
| F | Supplier Reference Letters (if applicable) | Yes — Template 6 |
| G | URA Tax Compliance Certificate | Instructions — Template 7 |
| H | NSSF Compliance Certificate | Instructions — Template 8 |
| I | Business Registration Certificate / Certificate of Incorporation | Obtain from URSB |
| J | Land Title / Logbook / Collateral documentation | Original documents |
| K | NEMA Permit / UNBS Certificate (sector-dependent) | Obtain from regulator |
Bank submission order: Cover letter → Business plan → Appendix A (Director CVs) → Appendix B (Net Worth Statements) → Appendix C (Repayment Schedule) → Appendix D (Financial Summary) → Appendix E–F (References) → Appendix G–H (Compliance Certificates) → Appendix I–K (Registration and collateral documents).
Quality Criteria
- Every major claim in the plan has supporting evidence in the appendices
- Appendices are referenced from the main plan (not orphaned)
- Financial appendices match summary figures exactly
- Legal documents are current and valid
- Organisation follows a logical structure with clear labelling
- For bank submissions: all CAMPARI document requirements are met (see
meta-bankability-scoring/SKILL.md)
References
references/document-templates.md— 8 ready-to-use Uganda-specific templates: Director CV (with NIN, business history, bank references), Personal Net Worth Statement (liquid assets, property, vehicles, business interests, liabilities), Loan Repayment Schedule (reducing balance, amortisation table), 3-Year Financial Summary (P&L + cash flow + key ratios including DSCR), Character Reference Letter, Supplier Reference / Purchase Confirmation, URA Tax Compliance Certificate (how to obtain from e-Tax portal), NSSF Compliance Certificate (how to obtain from member portal). Use these templates for every Uganda bank loan submission.