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, February 28. 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

    • Your Accountability Partner

    • Business Plan course syllabus - February 2022

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

    Session 1 - Business Canvas Modeling

    • Session 1 Objective

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

    • Session 1 live meeting recording

    • Business Model Canvas Video

    • Session 1 Assignment

    • 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
  • 4

    Session 2 - Financial Planning - Budgeting: Personal Budgets

    • Session 2 Objective

    • IMPORTANT! If you haven't already, you need to register on Zoom for the live sessions! (you need to do this only once)

    • Session 2 Live Meeting Recording

    • WATCH: Budgeting 1 with Ron Williford

    • Self-Test: Budgeting 1

    • Online Business Budget Calculator

    • Worksheet - Monthly Expenses

    • This week's assignment
  • 5

    Session 3- Research and Free Library Resources

    • Session 3 Objective

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

    • Session 3 Live Zoom recap meeting recording

    • Session 3 Content and Assignment
  • 6

    Session 4 - Industry Studies and Demographics

    • Session 4 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 4 Live Meeting recording

    • This week's resources to accompany special guest Erica (Shenetta Blu Tunnell) of Property Grabbers' presentation and other materials

    • Session 4 Introduction video

    • Checklist To Determine Feasibility of Your Industry

    • Industry Studies-Research Questions

    • Industry Study Assignment

    • Demographics - Your Customers! Video from BRIC

    • Demographics Assignment
  • 7

    Session 5 - Projections & Financials

    • Session 5 Objective

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

    • Session 5 Monday Zoom Video

    • Business Banking - Financial Management - Financial Education Course Participant Guide (PNC) (an informative guide that complement's Colette's presentation)

    • WATCH: Financial Statements with Ron Williford

    • This week's assignments

    • Worksheet - Monthly Expenses

    • 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
  • 8

    Session 6 - Financial Documents redux, Market Research/Competition

    • Session 6 Objective

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

    • Session 6 Live Meeting Recording

    • Online Business Budget Calculator

    • IRS Income and Expense Statement

    • Sales Forecast (12 months)

    • 12-month profit & loss projection

    • Break-even calculation

    • Cash Flow Statement

    • Projected balance sheet

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

    • Your Market Research assignment (with template) - Due Sunday morning
  • 9

    Session 7 - Industry profile, customer profile and composition, and market characteristics

    • Session 7 Objective

    • Zoom registration reminder

    • Session 7 Live Meeting recording

    • This week's video and additional info

    • Marketing Assignment - Session 7

    • Your Marketing Assignment - submit the assignment here!

    • Working on the Business Plan Template
  • 10

    Session 8: Social Media and Marketing

    • Session 8 Objective

    • Zoom registration reminder

    • Session 8 - Social Media - Meet TBC Executive Director Pamela Rich-Wheeler & Presentation by David Simons

    • David's Assignment

    • This week's marketing video and additional info

    • Marketing Assignment (Started in Session 7)
  • 11

    Session 9 - Business Structure - Legal

    • Session 9 Objective

    • Zoom registration reminder

    • Session 9 Live Meeting speaker presentation – Don Williford, Esq.

    • Cheryl Dickerson's presentation on Business Insurance

    • 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

    • Zoom registration reminder

    • Session 10 Meeting recap recording

    • Operations Planning Session Video and Details

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

    Session 11 - Business Plan Preparation Review

    • Session 11 Objective

    • Zoom registration reminder

    • Session 11 Recap recording

    • Session 11 - Business Plan Preparation Review - Notes and Assignment!
  • 14

    Open session week to prep for Final Presentations

    • Your week to catch up and prepare for presentations

    • Zoom registration reminder

    • Copy of Open Session recording

    • Special Video for our prep time

    • Submit your final Plan
  • 15

    Session 12 – Final Presentations

    • Session 12 Objective

    • Zoom registration reminder

    • Submit your final Plan