Business Planning Series

Can’t seem to get your business off the ground?


Do you feel stuck and need a creative boost?


”Thinking big is still just thinking!”


A well written business plan takes time, patience, detail, research, and a right approach to presentation.


Learn the ins and outs of how to create and implement a solid business plan.


This series is designed for business owners and entrepreneurs who are ready to create a business plan.

Participants will have the opportunity to present their business ideas in class and begin the writing process with guidance from a global expert in management and marketing.

You can choose to attend only one session or attend all 6, depending on your unique needs.


Session 1: Introduction to Business Planning – Aug. 14, 2018 10am-12pm

• Defining the Purpose
• Identifying Customers and Markets
• Describing Products and Services
• Setting Strategies and Tactics
• Relating Numbers to Text
• Developing the Plan

Session 2: Defining the Business – Aug. 21, 2018 10am-12pm

• Describing the Company
• Structuring the organization
• Building a Management Team
• Refining the Business Proposition
• Conducting Feasibility Analyses
• Outlining Implementation

Session 3: Strategic Planning – Aug. 28, 2018 10am-12pm

• Targeting Customers
• Characterizing the Market
• Forecasting Sales
• Managing Cash Flow
• Understanding the Financials
• Defining Business Goals

Session 4: Tactical Planning – Sept. 4, 2018 10am-12pm

• Planning operations
• Setting Milestones
• Assigning Responsibility
• Allocating Resources
• Maintaining Timelines
• Assessing Results

Session 5: Completing the Plan – Sept. 11, 2018 10am-12pm

• Writing the Plan
• Providing Financial Details
• Using Charts and Graphs
• Linking Dollars and Sense
• Summarizing Sections
• Preparing an Executive Summary

Session 6: Submitting the Plan – Sept. 18, 2018 10am-12pm

• Using the Plan
• Building Consensus
• Persuading Lenders
• Convincing Investors
• Locating other Funding