Learn how to prepare and present a business plan.
Every business needs a business plan. In this presentation, we discuss the benefits of developing a plan, the key elements of a plan, the most common mistakes, and the keys to success. We also cover style, format, presentation, financial projections, funding basics, ways to protect yourself, and more. A great business plan is easy to read, convincing, realistic, and useful. A mediocre business plan isn't worth the paper it is printed on. Sophisticated investors, bankers, and partners ask tough questions and expect you to have the answers. We'll help you prepare for presenting your plan and handling the tough questions.
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Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Purpose of a Business Plan
Key Sections
Format and Style Considerations
The Audience
Company Overview
- Current Status
- Objectives
Market Analysis
- Market Definition and Size
- Market Segments
- Trends
- Competition
Products and Services
- Production/Sourcing
- Pricing, Delivery and Distribution
Management and Staff
Marketing and Sales
Real Estate, Equipment, Facilities
Financials
- History
- Assumptions
- Projections
Investment/Use of Proceeds
Appendices and Supplementary Materials
Professional Help
Putting It All Together
How Investors Evaluate Business Plans
Presenting Your Plan
Protecting Yourself
Keys to Success
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More Program Information
Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on September 14, 2023.
Call 1-866-352-9540 for further credit information.
HR Certification Institute 1.0
- This E-Learning program has been pre-approved for 1.0 (General) recertification credit hours toward aPHR®, aPHRi(TM), PHR®, PHRca®, SPHR®, GPHR®, PHRi(TM), and SPHRi(TM) recertification through HR Certification Institute® (HRCI®). For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.
SHRM 1.0
- Lorman Education Services is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.0 PDC(s) for the SHRM-CP or SHRM-SCP.
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
- Those applying for AIA and HRCI must view 100% of the program and answer the questions following the program.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Andrew Clarke
Ground Floor Partners
- Advanced degrees in engineering and science
- Worked in engineering, finance, commercial real estate, e-commerce, and consulting in a wide variety of positions, from analyst to project manager to middle management to senior executive
- Reviewed over 500 business plans in almost every industry, from startups to multi-national corporations
- Wrote dozens of business plans across multiple industries, including restaurants, retail stores, marketing agencies, manufacturers, construction firms, healthcare facilities, software companies, professional legal/education/healthcare associations, spas, universities, and more
- Gave presentations and raised capital for several organizations
- Consulted with hundreds of startups, established small businesses, and non-profits on strategy, planning, operations, market research, sales, marketing, change management, product development, pricing, and more
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More Program Information
Why Lorman?
Over 38 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
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