Building a Formal Business Plan -C0055

You’re seeking a loan from a bank or potential investors and you need to supply them with a written business plan. Or you just want to ensure you’ve covered all your bases before you launch a new business with your own money. This workshop will allow you to create a detailed business plan document which will satisfy all your needs!!

Description

Planning is the key to business success, and it all comes together in a detailed business plan. This 3-hour workshop is designed to give you, the business owner, the skills and know-how needed to write a successful and detailed business plan, which will cover these main topics:

Describing your product or service

Describing your product pricing, packaging and distribution

Describing your marketing plan

Describing your business operations

Describing organization structure and management structure

Lastly, you’ll put all this information together into a financial plan that will provide you and other the information they need. You’ll know the amount of startup funding needed. You be able to project sales and create forecasted profit and loss statements and plan your cash flow. Creating effective financial information can make or break a loan application, so this workshop is particularly valuable to anyone seeking outside funding for their business.

This workshop is suitable for everyone whether you are starting a new business from scratch or need to update an existing business plan. This is an interactive workshop. We encourage participation by all attendees -- so bring along your questions!

SCORE’s Small Business Essentials Workshops prepares individuals to make the right decisions and create actionable plans when starting a small business. Whether you are starting a business on your own (one-person business) or a business with employees, we have the right set of workshops to help you succeed. All the workshops are about three hours in length and taught by experienced SCORE Mentors. See more information on these workshops here.

Presenter

Joe Heinrich

This workshop is presented by SCORE Business Mentor, Joe Heinrich. He is a retired Certified Public Accountant, having worked for KPMG, an international accounting firm, for 11 years to start his career. He then worked for 21 years with Coca-Cola Enterprises Inc. in both Europe and the US, holding various finance executive positions like the VP-Finance for its European Group. He has an BBA from the University of Wisconsin-Eau Claire and is seeking a BA from the University of Washington. You can also visit his LinkedIn profile here: Joe Heinrich