Planning Your Plan
SESSION 1
- Read through "Four Steps and a Leap" to get the Big Picture.
- Identify your needs to use outside resources for any aspect of your plan (accountant, market research studies, small business counselors, reference books and reports, etc.). Line up these resources so they will be available when you need them.
- Worksheet 1—Your Basic Business Concept
SESSION2
- Worksheet 2—Research and Reality Check
- Worksheet 4—Industry Analysis
SESSION 3
- Worksheet 5—The Competition and Your Competitive Advantage
- Worksheet 6—Customer Profile
- Worksheet 7—Positioning Your Product or Service
- Worksheet 8—Your Marketing Plan
SESSION 4
- Worksheet 9—Your Sales Team and Tactics
- Worksheet 10—Facilities and Equipment
- Worksheet 11—Materials and Inventory Management
- Worksheet 12—Personnel
SESSION 5
- Worksheet 13—Production Management
- Worksheet 14—Pricing
- Worksheet 15—Customer Service, Billing and Collections
- Worksheet 16—Other Operational Considerations
SESSION 6
- Worksheet 17—Evaluating and Compensating Your Management Team
- Worksheet 18—Outside Experts and Consultants
- Worksheet 19—Long-Term Goals and Plans for Growth
- Worksheet 20—Expense Round-up
SESSION 7
- Worksheets 21-29—Compile the financial information needed for your business plan and financing proposal.
SESSION 8
- Worksheet 3—Write the Executive Summary
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Northern Initiatives can be contacted at (906)228-5571