East Bay SCORE 


Thursday June 8, 2017 from 1:00 PM to 5:00 PM PDT

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Cal State Center East Bay 
1000 Broadway
Suite 109
Oakland, CA 94607

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Writing a Compelling Business Plan (Oakland)

 Taught by SCORE Business Professionals - Jim Cogan & Jim Carlson

Workshop Fee ($40) - Includes FREE download of our 17 chapter guide “How to Start & Manage your Small Business”

Writing a Compelling Business Plan

Overview: Learn the key requirements to write a compelling business plan.  Every successful business start-up or expansion needs a plan, and this workshop helps transform great ideas into well thought-out written business roadmaps.

You will learn and discuss:

  • Why a business plan is important
  • How to evaluate your key strengths and incorporate them in your plan
  • What subjects need to be covered in the plan and how they should be presented, including:
           Executive summary
           Useful support materials
  • How to develop a description of your business and an elevator speech

Taught by SCORE professionals Jim Cogan & Jim Carlson with many years of business planning experience.

 When and why did you become a SCORE Counselor? I joined SCORE in September 2010 after my semi-retirement. I had been planning to do volunteer work and I found that SCORE activities would allow me to support clients in a process that would utilize my energy, background and knowledge in a model for success.

 Business Background: After my Navy service I spent a number of years working as an engineer in the chemical industry at DuPont.  I moved to engineering in aerospace at McDonnell Douglas and then into management positions at defense firms.  I became involved in electronics and spent the last thirty plus years in the telecommunication and industrial electronics fields in executive management positions. I have been a President, COO, VP and General Manager with full P&L responsibility for over 30 years at various electronic companies including successful startups.  My positions provided me with extensive development, operational, materials and quality experience. I have extensive contract experience in both domestic and international contract negotiations. Planning, metric management and personnel mentoring have provided me with career experience to provide guidance to clients.  

Educational Background: BS in Mechanical Engineering from the University of Notre Dame, MS in Management from George Washington University plus a number of financial, engineering, management and quality courses.

Self Description: Besides my activities with SCORE I started a consulting business in Operational and Quality Excellence and have completed a number of long term consulting assignments. In addition I was involved in building the Consulting Workshop for SCORE’s East Bay Chapter.

I also enjoy travel to spend time with the grandchildren and enjoy adventure travel, photography and walking tours with my wife, Kathy, in foreign and fun places.  

 When and why did you become a SCORE Counselor? In 2015 I became a SCORE counselor. I have been fortunate to have had a diversified business career and having the opportunity of traveling all over the world. Sharing these business experiences is a way to give back to the community and to help people succeed in their own business goals.   

 Business Background: I have over 20 years of various Sales Leadership positions at Fortune 100 technology companies, where I successfully led Global OEM account teams, managed a western region distribution channel, and even ran a Consumer Electronics team developing new markets. In addition, I sold Capital equipment into the Storage market and lead a sales and business development team for a storage and networking startup. Most recently, I successfully launched and sold a new business (Home Care) after having established a productive team focused on growth and customer satisfaction.

Educational Background: Graduated from Humboldt State University and the Stanford University Executive Management Course.  Participated in formal Mentor programs for over 10 years. Six Sigma Brown belt and certified in Lean Manufacturing.

 Self-Description: Very driven to succeed, curious and motivated to learn new things.  Enjoy solving problems and help other in their endeavors.