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Course Title: How to Write a Business Plan
Author: Edward T. Crego, Peter D. Schiffrin, James C. Kauss
Provider: American Management Association
Price: $79.95
CEU Credits: 2
Level: Advanced
Field Of Study: N/A
Prerequisites: None
Purchase This Course

About This Course

Pre-Test

Chapter 1: Introduction to Business Planning

  • DEFINITION OF A BUSINESS PLAN
  • OBJECTIVES AND USES OF A BUSINESS PLAN
  • WHAT TO INCLUDE IN A BUSINESS PLAN
  • HOW TO PREPARE A BUSINESS PLAN
  • SUMMARY

Chapter 2: Diagnosing the Internal Capabilities of a Company

  • THE IMPORTANCE OF UNDERSTANDING A COMPANY'S OPERATIONS
  • STRUCTURE OF AN INTERNAL DIAGNOSIS
  • HOW TO USE THE RESULTS OF AN INTERNAL DIAGNOSIS
  • SUMMARY

Chapter 3: Diagnosing and Measuring Customer Satisfaction

  • STRUCTURE OF THE COMPANY'S OPERATING ENVIRONMENT
  • FOCUS ON THE CUSTOMER
  • WHAT CUSTOMERS VALUE
  • IDENTIFYING THE COMPANY'S CUSTOMERS
  • CUSTOMER RESEARCH VERSUS CUSTOMER SATISFACTION MEASUREMENT
  • MEASURING CUSTOMER SATISFACTION
  • TEN KEY STEPS IN CUSTOMER SATISFACTION MEASUREMENT
  • SUMMARY

Chapter 4: Diagnosing the External Environment

  • COMPONENTS OF AN EXTERNAL DIAGNOSIS
  • HOW TO USE THE RESULTS OF AN EXTERNAL DIAGNOSIS
  • SUMMARY

Chapter 5: Setting Goals

  • DEFINITION OF A MISSION
  • THE PURPOSE OF GOAL SETTING
  • THE NATURE OF GOALS, OBJECTIVES, AND STRATEGIES
  • HOW GOALS ARE ESTABLISHED
  • WHERE TO ESTABLISH GOALS AND STRATEGIES
  • HOW GOALS, OBJECTIVES, AND STRATEGIES SHOULD BE USED
  • SUMMARY

Chapter 6: Developing a Sales and Revenue Plan

  • DEVELOPING QUARTERLY SALES AND REVENUE OBJECTIVES
  • DEVELOPING ESTIMATES OF MARKETING AND SALES EXPENSES
  • PULLING REVENUE AND EXPENSE OBJECTIVES TOGETHER
  • LINKING SALES AND REVENUE OBJECTIVES TO THE RESEARCH AND DEVELOPMENT PLAN
  • FINALIZING THE SALES AND REVENUE PLAN
  • SUMMARY

Chapter 7: Developing a Production Plan

  • PRODUCTION SCHEDULING
  • RAW MATERIALS PLANNING
  • DIRECT LABOR PLANNING
  • PRODUCTION OVERHEAD PLANNING
  • COMPUTING THE COST OF GOODS SOLD
  • FINALIZING THE PRODUCTION PLAN
  • SUMMARY

Chapter 8: Developing an Organization and Management Plan

  • DEVELOPING AN APPROPRIATE MANAGEMENT STRUCTURE
  • DEVELOPING EFFECTIVE MANAGEMENT AND INFORMATION SYSTEMS
  • DEVELOPING AN EFFECTIVE WORKFORCE
  • ESTIMATING MANAGEMENT AND ADMINISTRATIVE EXPENSES
  • SUMMARY

Chapter 9: Developing a Financial Plan

  • LINKING THE FINANCIAL PLAN TO FINANCIAL GOALS AND STRATEGIES
  • PREPARING AN INCOME STATEMENT
  • PREPARING A BALANCE SHEET
  • PREPARING A CASH FLOW STATEMENT
  • FINALIZING A FINANCIAL PLAN
  • SUMMARY

Chapter 10: Preparing a Planning Document

  • CONTENTS OF A BUSINESS PLAN DOCUMENT
  • CONTINGENCY PLANS
  • SUMMARY

Chapter 11: Preparing a Business Plan to Raise Capital

  • ALTERNATIVES FOR RAISING CAPITAL
  • SOURCES OF EQUITY
  • SOURCES OF DEBT FINANCING
  • WHAT INVESTORS AND LENDERS LOOK FOR IN A BUSINESS PLAN
  • FACTORS TO CONSIDER IN DECIDING HOW TO FINANCE
  • HOW TO PRESENT THE PLAN
  • SUMMARY

Chapter 12: Implementing and Controlling the Business Plan

  • THE STRATEGIC MANAGEMENT FRAMEWORK
  • TRANSLATING THE PLAN INTO ACTION
  • BUSINESS PLAN IMPLEMENTATION STEPS
  • SUMMARY

Post-Test

Appendix A: Business Planning Process- Flowchart Reference Guide

Appendix B: Supplemental Forms for Evaluating Market Strategy

Appendix C: Organizational Climate and Management Effectiveness Evaluation Form

Appendix D: Examples of Position Descriptions

Bibliography

Case Study

Case Study Solution




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