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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