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SMALL
BUSINESS FUNDAMENTALS TRAINING
COURSE SYLLABUS
Section Two
Business Plan and Strategic Planning
An in-depth discussion of planning.
I. Why Plan? The importance of planning in today's complex business world.
II. Defining the Business Plan. Depends on purpose, but the important thing to emphasize to students is that having a business plan is essential.
III. The Importance of Flexibility - Business plans will change over time.
IV. Goals and Objectives. Business plans are guides and tools for business owners to help them set goals and objectives.
V. "Selling" the Plan - Convincing participants on the need for a plan.
VI. Presenting the Plan - Start with "the big picture".
VII. Outline of Business Plan
· Cover Sheet
· Statement of Purpose
· Table of Contents
· Executive Summary
· The Businessü Description of Business ü Product(s) and/or Services
ü Marketing Plan (incl. Competition and location)
ü Production and Operational Plan
ü Management
ü Personnel
ü Application and expected Effect of Loan (if needed)· Financial Data
ü Sources and Application of funding
ü Capital Equipment List
ü Balance Sheet
ü Break-even Analysis
ü Income Projections (Profit and Loss Statements)
ü Pro-Forma Cash Flow ü Historical Financial reports for existing Business· Supporting Documents
VIII. The Business Description - Concise and to the point, clearly understood. What the business is, products/services, market, form of organization, brief history, the present situation, future goals/strategy.
IX. Products/Services
X. The Production Plan - "How am I really going to do this?"
XI. Management - Technical expertise in of itself does not translate into management skills. Include business resume(s).
XII. Personnel. Employees? Contractors? A mix?
XIII. Conclusion: final tips on preparing a top-notch business plan.
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2001-2006 by PACE LA. All rights reserved.
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