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How to Write a Business Plan


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  • 8
    Lessons
  • 11
    Exams &
    Assignments
  • 5
    Hours
    average time
  • 0.5
    CEUs
  • 2,096
    Students
    have taken this course
 
 
 

Course Description

Most CPAs will tell you that the number one mistake people make in starting a new business is that they fail to write a business plan. Without a written set of plans and directions, a new business will struggle on many levels. You may start out doing well only to find yourself shipwrecked a year into your work. On the other hand, you may sit and struggle to ever get your business off of the ground and productive. You may find yourself struggling with small things that have simple solutions and for which the answers are easy to implement. But if your plan is not written, then you don't have a clear vision in a very literal sense of the word.

A well written business plan takes time, patience, detail, research, and a right approach to presentation. This course will walk you through the process of writing your business plan. You will learn why certain details are vitally important, which parts of your business plan can make or break your finance query with investors, and how to sharpen your public presentation of your company and its business.

You will also learn some writing tricks to help you create a polished written plan without necessarily having to hire someone to write it for you. At the end of this course, you should have enough information to make a well informed effort in writing your business plan. Happy planning!
 

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Universal Class is an IACET Accredited Provider
 

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Course Lessons

Average Lesson Rating:
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"Extraordinarily Helpful"
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Lesson 1. Plan Your Plan

Your business plan is something that must be planned to be a successful document that will support and enhance the presentation of your company's short and long term objectives, position, market, appeal, and profitability. 16 Total Points
  • Lesson 1 Video
  • Review 2 Articles: Business Plan; Strategic Planning
  • Complete Assignment: Lesson 1: Form of a Business Plan
  • Complete: Lesson 1 Exam

Lesson 2. Structure and Sequence

People who read your business plan should be reading the most attractive summary of you and your business available anywhere. 12 Total Points
  • Lesson 2 Video
  • Review 2 Articles: Business Plan Outline; Business Plan Structure
  • Complete: Lesson 2 Exam

Lesson 3. Important Details

If you cover each of these details in each of the business plan's segments, then your final plan will be comprehensive and answer any banker's or investor's questions. 14 Total Points
  • Lesson 3 Video
  • Review 4 Articles: Executive Summary; Operation Summary; Marketing Summary; Financial summary
  • Complete: Lesson 3 Exam

Lesson 4. The Executive Summary

The Executive Summary is perhaps the most detailed "sales oriented" business presentation you will make in everyday business interactions. 14 Total Points
  • Lesson 4 Video
  • Review 2 Articles: Method to write Executive Summary; Sample Executive Summary
  • Take Poll: The Importance of Executive Summary
  • Complete: Lesson 4 Exam

Lesson 5. Financials

It is especially important to upstart companies and non-profit organizations to have your financial plans and financial statements professionally prepared by your CPA or accountant. 15 Total Points
  • Lesson 5 Video
  • Review 2 Articles: Understanding Business Plan Financial Statements; More Articles on Financial Statements
  • Complete: Lesson 5 Exam

Lesson 6. Market Research

Market research relates to the information that you gather on your clients and prospective clients, about their likes and dislikes, what they want and need, demographics, market prices, your competitor, and related points of interest. 17 Total Points
  • Lesson 6 Video
  • Review 2 Articles: Market Research; Target Market
  • Complete Assignment: Lesson 6: Target Market
  • Complete: Lesson 6 Exam

Lesson 7. Competition

A Competitive Analysis is where you exhibit your knowledge of your company's competitors and what they are up to in their business. 15 Total Points
  • Lesson 7 Video
  • Review 3 Articles: Competitive Analysis; Writing the Competitive Analysis; Strategies for Competitive Analysis
  • Complete: Lesson 7 Exam

Lesson 8. Support Documents and Working Your Plan

You will want to be prepared for other supporting documents that a banker or investor may require you to produce. These other documents are supporting pieces that will not be listed anywhere in your business plan. 50 Total Points
  • Lesson 8 Video
  • Review 6 Articles: Presentation of a market plan; Cost Benefit Analysis; Business Plan Presentation Templates; Preparing for a Business Plan Presentation; Sample Business Plans; More Sample Business Plans
  • Take Poll: Final Presentation of Business Plan
  • Take Survey: Program Evaluation Follow-up Survey (End of Course)
  • Complete: Lesson 8 Exam
  • Complete: The Final Exam
153
Total Course Points
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Learning Outcomes

By successfully completing this course, students will be able to:
  • Plan your business writing plan.
  • Define structure and sequence in the scope of a business plan.
  • Describe the important details of a business writing plan.
  • Describe the executive summary.
  • Know the financials.
  • Identify and describe market research
  • Analyze the competition, and
  • Demonstrate mastery of lesson content at levels of 70% or higher.
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Additional Course Information

Online CEU Certificate
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Document Your CEUs on Your Resume
 
Course Title: How to Write a Business Plan
Course Number: 7550132
Languages: English - United States, Canada and other English speaking countries
Category:
Course Type: How To
CEU Value: 0.5 IACET CEUs (Continuing Education Units)
CE Accreditation: Universal Class, Inc. has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET).
Grading Policy: Earn a final grade of 70% or higher to receive an online/downloadable CEU Certification documenting CEUs earned.
Assessment Method: Lesson assignments and review exams
Instructor: UniversalClass Staff Instructor
Syllabus: View Syllabus
Duration: Continuous: Enroll anytime!
Course Fee: $50.00 (no CEU Certification) || with Online CEU Certification: $75.00

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