May 07 2022 0Comment
Smart Business Plan Workshop

Smart Business Plan Virtual Workshop (Fall Cycle- Saturdays)

Date: Saturday, May 7, 2022
May, 14, May 21, May 28

Time: 9:00 am - 2:00 pm

Location: Online Webinar – ZOOM
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Price: $50.00
PRE-REGISTRATION REQUIRED
(COVID19 50% OFF Discount Automatically Applied)

This 20-Hour Business Plan writing course is designed for startups and established entrepreneurs who are ready to create a comprehensive business/action plan. All the essential steps are covered, including drafting the business goals and objectives; identifying the audience; gathering information; researching; describing product and services; and marketing, sales, and financial projections and reports. This workshop is offered over the course of 4 Saturdays from 9:00am – 2:00pm.

At the completion of the workshop, clients who need additional assistance with fine-tuning their business plans will have an opportunity to have a Business & Financial Plan Review.

A CERTIFICATE OF COMPLETION is issued after participating in all 20 hours of the Smart Business Plan Writing Workshop. Costs include:

  • Training manual
  • Resources and assignments via Google Classroom
  • Individualized attention with experienced trainers/presenters and
  • Step by step online tutoring and counseling.

TOPICS to be covered:

  • Week 1 - October 30, 2021

    Executive Summary & the Organization Plan

    Business Description, Mission; Goals & Objectives; Keys to Success; Company Ownership; Ownership & Legal Structuring; Company Location & Facilities; Management Summary; Organizational Structure; Management Team; Management Team Gaps; Personnel Plan

  • Week 2 - November 6, 2021

    Understanding Market Research & Developing a Marketing Plan

    Market Analysis Summary; Customer Description; Market Segmentation; Industry Analysis; Industry Participants; Distribution Patterns; Competition and Buying Patterns; Main Competitors; Strategies & Implementation Summary; Marketing Strategy; Pricing Strategy; Promotion Strategy; Sales Strategy; Sales Forecast; Sales Programs; Milestones

  • Week 3 - November 13, 2021

    Business Plan Financials (Part I)

    Financial Plan; Introduction; Start up Financial Summary; Important Assumption Key Financial Indicators; Break-even Analysis; Balance Sheet; Cash Flow Statements; Profit & Loss Statements; Income Statement; Business Ratios

  • Week 4 - November 20, 2021

    Business Plan Financial (Part II)

    Financial Reporting; Preparation & Interpreting Business Financial Statements; Financial projections; Supporting documents requirements

Your Presenter(s)

Karen Pisciotta

Karen Pisciotta is an experienced business consultant working with privately-owned companies and nonprofit rganizations. She is a trusted advisor on initiatives including strategic planning, data analysis, financial modeling, competitive analyses, pricing strategy development, marketing plan development, media outreach, and crisis messaging. With over ten years’ experience in financial and corporate communications and ten years’ experience working with entrepreneurs and small business owners, she has helped executives and entrepreneurs define themselves and articulate their business strategies.

Andrew Frazier

Andrew Frazier

Andrew Frazier is President & COO of A & J Management and a seasoned business professional with a proven track record of more than 20 years delivering superior results. He works with organizations and individuals to enhance strategic plans and achieve goals. He is also an Adjunct Professor of Finance at Berkeley College.

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