appendices

Appendices Skill

Use When

• Use when supporting evidence needs to be assembled behind the main plan or proposal.
• Use when a bank, investor, DFI, or partner will expect documentary backup for the main claims.
• Use when the work needs an evidence matrix or data-room style appendix structure.

Do Not Use When

• Do not use as a dumping ground for unrelated material.
• Do not use before the main body claims are stable enough to map to evidence.
• Do not use appendices to hide core logic that should be visible in the main plan.

Required Inputs

• Completed or near-complete main sections
• All available supporting documents, exhibits, and datasets
• Audience type and likely due-diligence expectations
• The high-stakes claims, figures, and legal or financial assertions that need proof

Workflow

1. Identify which main-plan claims require documentary support.
2. Organise the evidence into logical appendix or data-room categories.
3. Build the evidence matrix linking claims to proof.
4. Standardise the naming, order, and purpose of each appendix item.
5. Reconcile the appendix pack against the main document and the audience's DD expectations.
6. Flag missing or weak evidence that still needs to be obtained.

Quality Bar

• Every material claim in the main plan can be traced to evidence or a labelled estimate.
• The appendix structure is easy for a lender or investor to navigate.
• Financial tables match the summary numbers exactly.
• Missing documents are visible rather than silently omitted.

Anti-Patterns

• Treating appendices as miscellaneous storage.
• Including documents with no clear link to the main decision case.
• Leaving unsupported claims unlabelled.
• Presenting appendix evidence that contradicts the main body.

Outputs

• Appendix structure or data-room map
• Evidence matrix
• Ordered appendix list with purpose and section reference
• A gap list of missing support documents

Generate a well-organised appendices section that provides the supporting evidence investors need without cluttering the main plan.

What to Generate

Standard Appendix Items

1. Detailed financial tables - Monthly projections, detailed cost breakdowns
2. Market research data - Survey results, industry reports, data tables
3. Product specifications - Technical details, screenshots, prototypes
4. Legal documents - Articles of incorporation, patents, licences, permits
5. Team CVs/resumes - Full biographies of key team members
6. Letters of intent / customer commitments - Evidence of demand
7. Partnership agreements - Signed or draft agreements
8. Lease/facility agreements - Property or equipment contracts
9. Insurance documentation - Current or planned coverage
10. Technical architecture - System diagrams if relevant
11. Glossary - Industry-specific terms used in the plan
12. References and citations - Sources for market data and claims
13. Evidence matrix - Claim-to-proof table for critical assertions
14. Data room index - Funder-specific list of available, pending, or missing diligence documents

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

1. Review completed sections for claims needing proof
2. List all referenced data, documents, and supporting materials
3. Organise by category: financial, legal, market, team, technical, ESG
4. Generate missing tables or summaries
5. Build an evidence matrix for all high-stakes claims
6. Create a table of contents for the appendices

Uganda Bank Loan Submission - Required Appendix Documents

Appendix	Document	Template Available
A	Director / Guarantor CV	Yes - Template 1
B	Personal Net Worth Statement	Yes - Template 2
C	Loan Repayment Schedule	Yes - Template 3
D	3-Year Financial Summary	Yes - Template 4
E	Character References	Yes - Template 5
F	Supplier Reference Letters	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 where relevant	Obtain from regulator

Evidence Matrix Requirement

Create a one-page evidence matrix before finalising appendices:

Claim / Figure	Main Plan Section	Appendix Proof	Status	Notes
[Example: Year 1 revenue]	10	Appendix B	Verified	ties to model
[Example: signed customer interest]	07	Appendix F	Pending	LOI expected

Status options:

• Verified
• Partially evidenced
• Pending
• Management estimate

High-stakes claims should not remain unlabelled.

Data Room Architecture

Where the audience is an investor, DFI, or strategic partner, organise appendices like a simple data room:

• Corporate and legal
• Financial and tax
• Commercial and market proof
• Operations and technical
• Team and governance
• ESG / compliance

State what is available now, what is pending, and what still needs to be created.

Quality Criteria

• Every major claim in the plan has supporting evidence in the appendices
• Every high-stakes claim appears in the evidence matrix with a status
• Appendices are referenced from the main plan
• 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

References

• references/document-templates.md - Uganda-specific templates for director CVs, net worth statements, repayment schedules, and compliance certificates
• ../meta-due-diligence/SKILL.md - use for investor and DFI data-room readiness
• ../meta-consulting-synthesis/SKILL.md - use to identify the high-stakes claims that must appear in the evidence matrix