Date: Friday, August 4, 2023
August 11, August 18, August 25
Time: 9:00 am - 1:00 pm
Location: Online Webinar – ZOOM
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 Fridays from 9:00am – 1:00pm.
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 - August 4, 2023
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 - August 11, 2023
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 - August 18, 2023
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 - August 25, 2023
Business Plan Financial (Part II)
Financial Reporting; Preparation & Interpreting Business Financial Statements; Financial projections; Supporting documents requirements
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, MBA, CFA, is the Business Growth Pro & CFO and Founder of Small Business Pro University. As an expert business coach, consultant, & trainer he has worked 1-on-1 with 1,000+ business owners and taught tens of thousands of people about business. He empowers business owners to grow revenue, increase profit, and obtain financing. He has written 3 business books and currently hosts Leadership LIVE @ 8:05! Talking Small Business weekly Livestreams & Podcasts. Since 2012, his POWER BREAKFAST events generated $10+ million in economic impact & financing for 1,500+ attendees. Andrew is an MIT grad and have an MBA from NYU.