Business Planning
in Four Steps and a Leap
Northern Initiatives of Marquette, Michigan, is a non-profit community development corporation working to improve the competitive position of the Upper Peninsula economy. Its staff provides technical assistance and financing to Upper Peninsula product and service producing firms. Northern Initiatives is affiliated with the Shorebank Corporation of Chicago and Northern Michigan University of Marquette. Northern Initiatives is committed to developing a strong economy that includes a healthy entrepreneurial atmosphere for small and medium-size businesses.
This on-line publication was created from the original printed version, which is also available to download (50.1MB PDF) in it's original format. Individual worksheets and sections are also available to download from below, by clicking on the 
icon, as smaller files.
Contents
- Introduction - Look before you leap.
- Motivation - Good ideas are a dime a dozen.
- Marketing - Even if you sell vacuums, you can't do business in one.
- Management - Create a framework for success.
- Worksheet 10 - Facilities and Equipment
- Worksheet 11 - Materials and Inventory Management
- Worksheet 12 - Personnel
- Worksheet 13 - Production Management
- Worksheet 14 - Pricing
- Worksheet 15 - Customer Service, Billing and Collections
- Worksheet 16 - Other Operational Considerations
- Worksheet 17 - Evaluating and Compensating Your Management Team
- Worksheet 18 - Outside Experts and Consultants
- Worksheet 19 - Long-Term Goals and Plan for Growth
- Worksheet 20 - Expense Round-up
- Worksheet 10 - Facilities and Equipment
- Money - Afraid of Finances? You'll get over it!
- Worksheet 21 - 12-Month Income Projection
- Worksheet 22 - Three-Year Income Projection
- Worksheet 23 - 12-Month Cash Flow Projection
- Worksheet 24 - Forecasting a Balance Sheet
- Worksheet 25 - Pro Forma Balance Sheet
- Worksheet 26 - Projected Break Even Point
- Worksheet 27 - Income Statement
- Worksheet 28 - Balance Sheet
- Worksheet 29 - Historical Statement of Cash Flows
- Worksheet 30 - Ratio Analysis Worksheet
- Worksheet 21 - 12-Month Income Projection
- Executive Summary - Quinby's incredible fantasy furniture.
- Sample Plan - Quinby's incredible fantasy furniture.
Northern Initiatives can be contacted at (906)228-5571
