Course curriculum

  • 1

    Free Preview: The Business Plan Course

  • 2

    Session 0 - Welcome!

    • Welcome! The live session begins at 6:30 pm ET on Monday, November 18. 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 - Fall 2024

    • TBC Startup Business Plan Template (MS Word doc)

    • Assignment - Verizon Small Business Digital Ready resource

    • Session 0 Evaluation
  • 3

    Session 1 - Business Canvas Modeling

    • Session 1 Objective

    • IMPORTANT! If you have not already done so of lost your personal link, you need to register on Zoom for the live sessions!

    • Session 1 Live Meeting recording

    • Business Model Canvas source website with book chapter download

    • Business Model Canvas Word template and pdf version

    • TBC Startup Business Plan Template (MS Word doc) with Video (same as in session zero)

    • Session 1 Assignment

    • Session 1 Evaluation
  • 4

    Session 2 - Financial Planning - Budgeting: Personal Budgets

    • Session 2 Objective

    • IMPORTANT! If you have not already done so or lost your personal link, you need to register on Zoom for the live sessions!

    • Session 2 Live Meeting recording

    • Self-Test: Budgeting 1

    • WATCH: Budgeting 1 with Ron Williford

    • Online Business Budget Calculator

    • Worksheet - Monthly Expenses

    • Business Model Sharing Assignment

    • Aisha's Business Model Canvas

    • Camille's Business Model Canvas

    • Chef Nia's Business Model Canvas

    • Nicole's Business Model Canvas

    • Sharia's Business Model Canvas

    • This week's assignment

    • Session 2 Evaluation - IMPORTANT - you must complete the evaluation before you can move to the next session
  • 5

    Session 3- Research and Free Library Resources

    • Session 3 Objective

    • IMPORTANT! If you have not already done so or lost your personal link, you need to register on Zoom for the live sessions!

    • Session 3 Live Zoom Meeting recap recording

    • Session 3 Assignment and Activity

    • Session 3 - BRIC Demographics video

    • Session 3 Evaluation - IMPORTANT - you must complete the evaluation before you can move to the next session
  • 6

    Session 4 - Projections & Financials

    • Session 4 Objective

    • IMPORTANT! If you have lost your personal link, you can register on Zoom for the live sessions!

    • Session 4 Recap - Financial Reporting

    • Financial Reporting presentation slide set - PDF

    • This week's assignment

    • Worksheet - Monthly Expenses

    • Ron on Financial Statements

    • 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

    • Required one-on-one session

    • Session 4 Evaluation - IMPORTANT - you must complete the evaluation before you can move to the next session
  • 7

    Session 5 - Industry Studies - Market Analysis

    • Session 5 Objective

    • IMPORTANT! If you have lost your personal link, you can register on Zoom for the live sessions!

    • Session 5 Live Meeting recording

    • Financial Presentation by Colette DeChaulus (from in Live Meeting)

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

    • Financial Management - Financial Education Course Participant Guide (SBA/PNC) (pdf)

    • Researching competition: Comparative Analysis presentration from BRIC

    • Checklist To Determine Feasibility of Your Industry

    • Industry Studies-Research Questions

    • Industry Study Assignment

    • Assignment - Schedule One-on-One

    • Session 5 Evaluation - IMPORTANT - you must complete the evaluation before you can move to the next session
  • 8

    Session 6- Market Research/Competition

    • Session 6 Objective

    • IMPORTANT! If you have not already done so or lost your personal link, you need to register on Zoom for the live sessions!

    • Session 6 Live Meeting Recap Recording

    • Researching an Industry presentation video by Erica Tunnell

    • Market conversation with Derrick Lebird

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

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

    • Reminder: Required one-on-one session

    • Session 6 Evaluation - IMPORTANT - you must complete the evaluation before you can move to the next session
  • 9

    Session 7: Social Media and Marketing

    • Session 7 Objective

    • IMPORTANT! If you have lost your personal link, you can register on Zoom for the live sessions!

    • Session 7 Live Meeting

    • This week's marketing video and additional info

    • Marketing Assignment - Complete the Template and submit by next Friday!

    • Reminder: Required one-on-one session

    • Session 7 Evaluation
  • 10

    Session 8 - Business Structure - Legal and Insurance

    • Session 8 Objective

    • IMPORTANT! If you have lost your personal link, you can register on Zoom for the live sessions!

    • Session 8 Live Meeting recording

    • Liability Insurance Handout from David Harris

    • Business Structure/Legal Session Video and Details

    • This Week's assignment

    • (for the Assignment) If you need it, here is the TBC Startup Business Plan Template lesson from session 1

    • Session 8 Evaluation
  • 11

    Session 9 - Complete your business profile - bringing it together

    • Session 9 Objective

    • If you have not already done so or lost your personal link, you need to register on Zoom for the live sessions!

    • This week's video and additional info

    • Assignment - Schedule One-on-One

    • Your Profile Assignment - submission

    • Working on the Business Plan Template

    • Session 9 Evaluation
  • 12

    Catch up week! Presidents Day 2025

    • Special Video for our off week

    • HRMom sample presentation
  • 13

    Session 10 - Operations Planning

    • Session 10 Objective

    • IMPORTANT! If you have lost your personal link, you can re-register on Zoom for the live sessions.

    • Session 10 Live Meeting recap recording

    • SCORE Philadelphia Small Business BIRT and CAL Info Sessions

    • CJ Horn of ADP on payroll and other considerations

    • HR for small business presentation by Corinne Green

    • Operations Planning Session Video and Details

    • Continuing to complete the Startup Business Plan Template - Assignment

    • What's EBITDA? Learn the details from Ron's slide set

    • Session 10 Evaluation
  • 14

    Session 11 - Business Plan Preparation Review

    • Session 11 Objective

    • Session 11 Live Meeting recap video

    • Clarissa Collier's Business Plan presentation

    • Brenda Mwaya's Business Plan presentation

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

    • Schedule a One-on-One if you need it
  • 15

    Review/Practice Session

    • Optional session objective

    • BEFORE THE SESSION, Submit your Business Plan in Progress!

    • Review/Practice Session 03172025 Recording

    • Schedule a One-on-One if you need it
  • 16

    Session 12 – Final Presentations

    • Session 12 Objective

    • Submit your final Plan