Course curriculum

  • 1

    Free Preview: The Business Plan Course with Live Session October 18!

  • 2

    Session 0 - Welcome!

    • Welcome! The live session begins at 6:30 pm ET. Be sure to register on Zoom - see below to get your personal link)

    • Session 0 Orientation Recap recording

    • IMPORTANT! You need to register on Zoom for the live sessions!

    • Tell us about you!

    • Software Tools for the course

    • Business Plan course syllabus - November 2021

    • TBC Startup Business Plan Template (MS Word doc)
  • 3

    Session 1 - Financial Planning - Budgeting: Personal Budgets

    • Session 1 Objective

    • Session 1 Orientation Video

    • WATCH: Budgeting 1 with Ron Williford

    • Self-Test: Budgeting 1

    • Online Business Budget Calculator

    • Worksheet - Monthly Expenses

    • This week's assignment
  • 4

    Session 2 - Business Canvas Modeling

    • Session 2 Objective

    • Session 2 live meeting recording

    • Business Model Canvas Video

    • Session 2 Assignment

    • Business Canvas source website with book chapter download

    • Business Canvas Word template and pdf version

    • TBC Startup Business Plan Template (MS Word doc) with Video
  • 5

    Session 3 - Projections & Financials

    • Session 3 Objective

    • Welcome to Session 3: Presentation by special guest Colette Dechalus Lee, Relationship Manager & Business Banker, PNC Bank Corp.

    • Financial Management for a Small Business - presentation slide set - PDF

    • WATCH: Financial Statements with Ron Williford

    • Worksheet - Monthly Expenses

    • This week's assignment 1

    • Online Business Budget Calculator

    • IRS Income and Expense Statement

    • Opening Day Balance Sheet

    • Sales Forecast (12 months)

    • 12-month profit & loss projection

    • Optional: 3-year profit & loss projection

    • Cash flow projection

    • Optional: 3-year cash flow statement

    • Projected balance sheet

    • Break-even calculation
  • 6

    Session 4- Research and Free Library Resources

    • Session 4 Objective

    • Session 4 Live Zoom recap meeting recording

    • Session 4 Content and Assignment
  • 7

    Session 5 - Industry Studies and Demographics

    • Session 5 Objective

    • Here is registration link to Zoom for the live sessions! You do not need to register again if you already have your personal link.

    • Session 5 Live Meeting Q & A and session orientation recording

    • Session 5 Introduction video

    • Special guest Erica (Shenetta Blu Tunnell) of Property Grabbers talks about Researching an Industry

    • Checklist To Determine Feasibility of Your Industry

    • Industry Studies-Research Questions

    • Industry Study Assignment

    • Demographics - Your Customers! Video

    • Demographics Assignment
  • 8

    Session 6- Market Research/Competition

    • Session 6 Objective

    • Session 6 meeting Orientation Recording

    • Watch these Market Research Videos from Ron and the Free Library of Philadelphia

    • Your assignment this week (with template) - Due Sunday morning
  • 9

    Session 7: Social Media and Marketing

    • Session 7 Objective

    • Session 7 - Social Media - Orientation recap and live Presentation by David Simons

    • David's Assignment

    • This week's marketing video and additional info

    • Marketing Assignment Start form Session 7
  • 10

    Session 8 - Complete your business profile - bringing it together

    • Session 8 Objective

    • Session 8 Live Meeting recording

    • Marketing Assignment - continued from Session 7

    • Online Business Budget Calculator

    • This week's video and additional info

    • Your Profile Assignment - submission

    • Working on the Business Plan Template
  • 11

    Session 9 - Business Structure - Legal

    • Session 9 Objective

    • Session 9 Live Meeting speaker presentation

    • Cheryl Dickerson presentation materials from the Live Meeting

    • Business Structure/Legal Session Video and Details

    • This Week's assignment
  • 12

    Session 10 - Operations Planning

    • Session 10 Objective

    • Session 10 Meeting recap recording

    • Operations Planning Session Video and Details

    • Continuing to complete the Startup Business Plan Template - Assignment
  • 13

    Catch up week! MLK Day 2022

    • Your week to catch up and prepare for presentations

    • Special Video for our off week
  • 14

    Session 11 - Business Plan Preparation Review

    • Session 11 Objective

    • Session 11 Recap recording

    • Session 11 - Business Plan Preparation Review - Notes and Assignment!
  • 15

    Session 12 – Final Presentations

    • Session 12 Objective

    • Submit your final Plan

    • Session 12 - Presentations recording