Small Business: Writing the Business plan

Learning Path: Small Business Builder

Duration: 2 Day(s).

Course Overview

Business owners and entrepreneurs who thrive in their business have a clear idea of their business strategy and a solid business plan to guide the way. This workshop walks through the essential parts of the business plan and how to organize those elements into a business plan document. We cover all essential steps in the process identifying the audience, gathering information, describing product plans, and building a budget. We will also examine the marketing and sales cycles, highlighting critical considerations that the business plan will address. Participants will feel energized and ready to write their business plan.

Endorsed by

Learning Objectives

  • Research and analyze the individual parts of a business plan
  • Understand how to adapt the business plan for different stakeholders and audiences
  • Clearly explain your business vision and strategy in terms stakeholders will understand
  • Use correct accounting terms to describe their business model and financial goals
  • Describe your marketing, sales, and distribution strategies

Target Audience 
Business owners and entrepreneurs

Course Calendar

Nothing Yet !

Course Outline

Unit One: Establish a Business Plan Framework
Do You Need a Business Plan?
Create Your Business Plan Framework
Your Business Values, Vision, and Mission – Pre-Assignment Review
Unit Two: Identify Your Audience
Who Are You Writing For?
4 Critical Cs of Writing
Unit Three: Gather and Analyze Information
Unit Four: Define Your Company
Identify Your USP
Write Your Company Description
Describe Your Products and Services
Conduct a Market Analysis
Develop an Operations Plan
Types of Operations
Unit Five: Let’s Start Writing
Unit Six: Create a Marketing Strategy
The Marketing Cycle
Step 1: Market Analysis
Step 2: Analyze the Competition and Find Your Advantage
Step 3: Analyze Distribution Channels
Step 4: Create the Marketing Plan
Steps 5 and 6: Implementation and Continuous Review
Put Social Media in the Mix
Unit Seven: Create the Sales Plan
Build Your Sales Force
The Sales Cycle
Unit Eight: Develop Financial Projections
Understand Basic Accounting Terms
Basic Reports
Calculate Your Financial Projections
Unit Nine: Bring It All Together
Write the Executive Summary
Make a Strong Presentation
Add the Finishing Touches
Review and Revise

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