Writing an Effective Business Plan

A successful business plan is a document that conveys the exciting prospects and growth potential of your company. It might be best viewed as a selling document. It sells the business to potential financial and other backers.

By effectively selling the business as a whole, a business plan makes a strong case for specific projects. For instance, a plan may be used to seek funding to cover the expenses associated with developing and marketing a new product. Or it may be intended to secure a bank loan for additional manufacturing equipment.

This workshop will help participants master the basics of effective business plans.

At the end of this workshop, participants should be able to:

  • Research and analyze the individual components needed for a business plan
  • Apply skills to create a business plan for different audiences, including investors, banks, and other stakeholders
  • Explain the purpose and future of their business in easy to understand terms
  • Use financial terms to describe the future for their business
  • Describe their marketing, sales, and planning strategies

Course Outline:

Module One:

The Need for Planning

Module Two:

The Process of Writing a Business Plan

Module Three:

The Executive Summary

Module Four:      

The Company, Strategy, and Management Team

Module Five:       

Management and Organization

Module Six:        

The Market and Competitors

Module Seven:    

The Product or Service

Module Eight:     

Marketing and Sales

Module Nine:      

The Financial Information

Module Ten:

Putting It All Together