Writing a Business Plan

[ZE BizPlan]

Utu: $ 49.95+GST

(Available in Entrepreneurship Program only)

A business plan will help your business get started on the right track, stay focused on priorities, and move forward. This course is designed for business owners and entrepreneurs who are ready to create a business plan.

In this course, you will learn the essential steps for creating a business plan, including creating a first draft; identifying the audience; gathering information; researching; describing product plans; and marketing, sales, and accounting terms.

Tuhinga o nga mea

Writing a Business Plan

Session 1: Course Overview

Learning Objectives
Pre-Assignment
Pre-Course Assessment

Session 2: What is a Business Plan For?

The Purpose of the Plan
Getting Down to Business
Staying Flexible

Session 3: A General Business Plan Framework

The Importance of a Framework
Essential Elements
Making Connections
Pre-Assignment Review
Making Connections
Pre-Assignment Review
Making Connections

Session 4: Identifying Your Audience

Who Are You Writing For?
Defining the Terms
Words of Wisdom
Making Connections
The Rules of Writing
Making Connections

Session 5: Gathering and Analyzing Information

GO-PARSE
Get Organized
Preview
Ask
Read
Markup Methods
Summarize
Shorthand Symbols
Shorthand Tips
Evaluate
PARSE in Action
GO-PARSE Summary
ACE Building Celebrates Five Years of Success

Session 6: Defining Your Company

Writing Your Company Description
Making Connections
Describing Your Products and Services
Performing a Market Analysis
Developing an Operations Plan
The Operations Process
Operations and Your Business Plan
Types of Operations
Manufacturing
Transportation
Supplies
Service
Overlaps
Buffers

Session 7: Getting to Work

Working on Your Plan
Business Plan Worksheet

Session 8: Creating a Marketing Strategy

Introduction to Marketing
Cycle Overview
Consumer and Market Analysis
What Do They Need?
Who is Buying Our Product? Who is Using Our Product?
What is the Buying Process?
How Can I Leverage Segmentation?
Key Questions
SWOT Analysis
Next Steps
Analyzing Distribution Channels
Making Connections
Creating a Marketing Plan
Product
Price
Place
Promotion
Packaging
Sketching Out the Plan
Evaluate, Review, and Revise
The Value of Social Media

Session 9: Creating the Sales Plan

Building Your Sales Force
The Sales Cycle
Initiate
Making Connections
Build
Manage
Optimize

Session 10: Developing Financial Projections

Accounting Terminology
What is Finance?
The Cycle of Finance
Recording Financial Transactions
General Accepted Accounting Principles (GAAP)
The 11 Principles
Key Reports
Income Statement Equation
Sample Income Statement
The Balance Sheet
Balance Sheet Equation
Balance Sheet Accounts
Current vs. Fixed Assets
Cash Flow Statement
Statement of Retained Earnings
Financial Projections
Tips and Tricks
Use the Writing Rules

Session 11: Putting It All Together

Writing the Executive Summary
Making a Strong Presentation
Making Connections
The Finishing Touches
Keeping Your Data Safe
Reviewing and Revising

Session 12: A Personal Action Plan

Starting Point
Where I Want to Go
How I Will Get There
Summary
Recommended Reading List
Post-Course Assessment