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Business Planning

Business Planning for Success

Karen Kleinwort Karen Kleinwort
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Overview
Curriculum
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Business Planning for Success is a fully self-directed 12-part course providing business owners the opportunity to create a complete business plan for their business.

A well written business plan takes time, patience, detail, research, and a right approach to presentation. This course will walk you through the process of writing your business plan. You will learn why certain details are vitally important, which parts of your business plan can make or break your finance query with investors, and how to sharpen your public presentation of your company and its business.

Each unit focuses on one of the nine components of your business plan. Being self-directed you can take as much time as you need to complete each of the units. This course walks you through each one. You will need to make sure you put the right amount of effort into your work to enable you to complete the course and have the desired results.

At the end of this course, you will have enough information collected and collated to make a well-laid out business plan.

Curriculum

  • 12 Sections
  • 98 Lessons
  • 0 Quizzes
  • 0 Assignments
  • 30h Duration
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Overview
2 Lessons0 Quizzes0 Assignments
  1. Introduction
  2. Meet the Curriculum Developer
Course Mission & Vision
2 Lessons0 Quizzes0 Assignments
  1. Course Mission
  2. Course Vision
Section 1: Executive Summary
12 Lessons0 Quizzes0 Assignments
  1. Introduction
  2. Structure
  3. Tips
  4. Products & Services Overview
  5. Ownership Overview
  6. Industry Outlook
  7. Customer / Client Overview
  8. Product / Service Condense V1
  9. Business Owner Condense V1
  10. Business & Industry Future Condense V1
  11. Customer Condense V1
  12. Cohesive Multi-Paragraph Summary
Section 2: Company Description
12 Lessons0 Quizzes0 Assignments
  1. Introduction
  2. Mission Statement
  3. Company Goals and Objectives
  4. Business Philosophy
  5. Industry Description & Trends
  6. Your Business Strengths
  7. Organizational Structure
  8. Mission and Philosophy Statements - Condensed V1
  9. Goals and Objectives - Condensed V1
  10. Organizational Structure - Condensed V1
  11. Strengths - Condensed V1
  12. Cohesive Multi-Paragraph Summary
Section 3: Products and Services
12 Lessons0 Quizzes0 Assignments
  1. Introduction
  2. Primary Product / Service
  3. Second Main Product / Service
  4. Products / Services Being Developed
  5. Product / Service Competition
  6. Why Your Products / Services are Best
  7. Primary Product / Service Condensed V1
  8. Second Main Product / Service Condensed V1
  9. Product / Service Competition Condensed V1
  10. Products / Services Being Developed Condensed V1
  11. Why Your Products / Services are Best Condensed V1
  12. Cohesive Multi-Paragraph Summary
Section 4: Marketing Plan
22 Lessons0 Quizzes0 Assignments
  1. Introduction
  2. Your Marketing & Economics
  3. Marketing Research
  4. Products Features & Benefits
  5. Customers
  6. Niche - Ideal Customer Details
  7. Economics - Information & Facts
  8. Product / Service Customer's Perspective
  9. Competition
  10. Strategy
  11. Promotion
  12. Promotional Budget
  13. Pricing
  14. Location
  15. Distribution Channels
  16. Sales Forecast
  17. Customers Condensed V1
  18. Economics - Information & Facts Condensed V1
  19. Product / Service From Your Customer's Perspective Condensed V1
  20. Competition Condensed V1
  21. Promotion, Location, and Distribution Channels Condensed V1
  22. Cohesive Multi-Paragraph Summary
Section 5: Operational Plan
19 Lessons0 Quizzes0 Assignments
  1. Introduction
  2. Current Product / Service Status
  3. Product / Service People Power Requirements
  4. Product / Service Financial Resources Requirements
  5. Product / Service Risk Exposure
  6. Product / Service Development Timeline
  7. Product / Service Next Actions
  8. Product / Service Progress Measurement
  9. Production Details
  10. Production Location
  11. Production Access
  12. Production Legal Environment
  13. Personnel
  14. Inventory
  15. Suppliers
  16. Credit Policies
  17. Accounts Receivable (A/R)
  18. Accounts Payable (A/P)
  19. Cohesive Multi-Paragraph Summary
Management & Organization
5 Lessons0 Quizzes0 Assignments
  1. Introduction
  2. Board of Directors and Advisory Support
  3. Professional Services
  4. Business Development & Guides
  5. Cohesive Multi-Paragraph Summary
Section 7: Financial Plan / Statements
6 Lessons0 Quizzes0 Assignments
  1. Introduction
  2. 12-Month & 5-Year Profit and Loss Projections
  3. Projected Cash Flow
  4. Projected Balance Sheet
  5. Breakeven Analysis
  6. Cohesive Multi-Paragraph Summary
Section 8: Start-up, Financial History and Capitalization Expenses
4 Lessons0 Quizzes0 Assignments
  1. Introduction
  2. Start-Up Expenses
  3. Financial History and Analysis
  4. Cohesive Multi-Paragraph Summary
Section 9: Appendices
1 Lesson0 Quizzes0 Assignments
  1. Documentation Attachment List
Resources & References Documents
1 Lesson0 Quizzes0 Assignments
  1. Unit Workbook / Worksheets
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