MAKING MONEY ONLINE TRAINING ACADEMY · COURSE 15

Business Planning Training

From your first idea to a realistic, evidence-based launch plan. Listen, practice, calculate, build your business plan, and test what you learned.

10 modules · 50 lessons · 60 narrated slides · 15 worksheets · 25-question exam

Welcome to Your Business Planning Course

A business plan is a practical decision tool, not a guarantee of income. Work through the modules in order and write answers about your own business. You can plan a service business, online store, digital product business, or a combination.

Important: Examples are educational, not personalized legal, financial, tax, or professional advice. Registration, employment, insurance, and tax rules vary by location. Verify requirements with the appropriate agencies and advisers before acting.

How to use: Select any module in the player, press Play / Read Aloud, or read the written lessons below. Complete the worksheets and the final project before taking the exam. You do not need to spend money to complete these planning exercises.

Narrated Business Planning Slideshow

Each of the 10 modules includes six narrated slides. Use the module menu to jump to any section.

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Business Planning

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Your 10 Training Modules

MODULE 01

Business Foundations

Turn an idea into a clear business model

Define the customer and problem
Create a value proposition
Choose a business model
Set assumptions and experiments
Draft the one-page business concept

MODULE 02

Market Research and Competition

Verify demand without expensive guessing

Segment a market
Interview prospects
Analyze competing offers
Estimate reachable demand
Select a first niche

MODULE 03

Offer and Product Development

Create a deliverable customers understand

Define what is included
Build a minimum viable offer
Quality assurance
Vendor and supply planning
Pilot and improve

MODULE 04

Pricing, Costs and Profit

Understand the numbers before making promises

Calculate startup costs
Identify fixed and variable costs
Set a sustainable price
Break-even analysis
Cash flow and runway

MODULE 05

Brand, Website and Sales Systems

Make it easy to understand and purchase

Position the brand
Plan essential website pages
Create a clear sales page
Design the checkout journey
Plan accessibility and support

MODULE 06

Marketing and Customer Acquisition

Build repeatable channels without relying on luck

Choose the first channel
Write useful content
Use direct outreach respectfully
Develop an email follow-up
Measure the marketing funnel

MODULE 07

Operations and Customer Experience

Deliver consistently and recover from mistakes

Map the delivery process
Create standard operating procedures
Manage customer communication
Handle refunds and complaints
Protect records and accounts

MODULE 08

Legal, Risk and Business Readiness

Identify obligations before launch

Choose a legal structure
Review permits, taxes and registrations
Evaluate contracts and insurance
Protect intellectual property
Business ethics and honest claims

MODULE 09

Team, Time and Growth

Build systems that can scale responsibly

Plan workload and capacity
Decide when to outsource
Create a dashboard
Improve with controlled experiments
Plan sustainable growth

MODULE 10

Complete Business Plan and Launch

Put the pieces into action

Write the executive summary
Build the revenue forecast
Prepare expense and cash forecasts
Set milestone gates
Present and revise the plan

MODULE 01

Business Foundations

Turn an idea into a clear business model. Work through all five written lessons. Each includes an action to put in your personal business plan.

Lesson 1.1: Define the customer and problem

Describe the person or organization you want to serve. Identify a recurring frustration, costly delay, unmet need, or desired result. Distinguish what the customer says from what you assume. Interview five potential customers using open-ended questions before investing in inventory.

Practice assignment: Write a one-sentence problem statement, then list three observations that would prove or disprove it.

Watch out for: Do not confuse compliments with purchase intent; seek behavior such as deposits, trials, or specific requests.

Lesson 1.2: Create a value proposition

State whom you help, what specific outcome you provide, and why your method is useful. Avoid claims like best or guaranteed. Compare the real alternative: doing nothing, using a spreadsheet, hiring staff, or buying a competing offer.

Practice assignment: Complete: For [customer], we provide [outcome] through [approach] unlike [alternative].

Watch out for: An attractive slogan is not a business model; the customer must value the solution enough to pay.

Lesson 1.3: Choose a business model

Compare services, physical products, downloadable products, subscriptions, and hybrid offerings. Trace who pays, how often, what is delivered, and which costs rise with volume. A service is often fast to test but limited by capacity.

Practice assignment: Write one page comparing two models by setup cost, margins, time, and delivery responsibility.

Watch out for: Avoid recurring revenue assumptions until customers demonstrate repeated demand.

Lesson 1.4: Set assumptions and experiments

Every early plan contains guesses about demand, price, acquisition, and delivery. Rank assumptions by how harmful it would be if they were wrong. Design a low-cost test for the riskiest one.

Practice assignment: List five assumptions and one measurable experiment for each.

Watch out for: A test must have a pass or fail threshold before results arrive.

Lesson 1.5: Draft the one-page business concept

Summarize customer, pain, solution, offer, price, channels, delivery, costs, and next milestone on one sheet. Keep the first plan understandable by a stranger.

Practice assignment: Produce a one-page outline and ask someone unfamiliar with the idea to explain it back.

Watch out for: Do not spend weeks perfecting the document instead of talking with customers.

Module 1 checkpoint: Write one decision you are ready to make, one assumption still unverified, and the next evidence you will collect. Keep these notes for your final business plan.

MODULE 02

Market Research and Competition

Verify demand without expensive guessing. Work through all five written lessons. Each includes an action to put in your personal business plan.

Lesson 2.1: Segment a market

Separate audiences by buying situation and needs rather than broad demographics. A homeowner needing urgent cleanup makes different decisions from a property manager planning quarterly maintenance. Select one primary segment.

Practice assignment: Write three segments, their triggers to buy, budget owner, and common objections.

Watch out for: A market of everyone makes marketing and positioning difficult.

Lesson 2.2: Interview prospects

Ask about the last time the problem happened, what they tried, what it cost, and who approves purchases. Avoid leading questions such as Would you buy my amazing service. Record direct phrases and recurring patterns.

Practice assignment: Draft eight neutral interview questions and summarize five conversations.

Watch out for: Permission matters when collecting and storing customer information.

Lesson 2.3: Analyze competing offers

Study competing websites, testimonials, delivery promises, scope, price ranges, and positioning. Record what competitors appear to offer, not what you cannot verify. Look for underserved outcomes and friction.

Practice assignment: Build a table of five alternatives with audience, strengths, gaps, and evidence source.

Watch out for: Copying competitors can lead to weak differentiation or intellectual-property problems.

Lesson 2.4: Estimate reachable demand

Start with how many qualified prospects you can actually reach through specific channels. Estimate outreach, response, sales conversations, and conversion using ranges. A national population figure is not your obtainable market.

Practice assignment: Make low/base/high assumptions for monthly prospects and purchases.

Watch out for: A forecast is a scenario, not a promise.

Lesson 2.5: Select a first niche

Choose a niche using urgency, willingness to pay, access to customers, delivery capability, and competitive differentiation. Write a narrow offer to test before expanding.

Practice assignment: Score three niches from 1–5 on each criterion and choose one pilot.

Watch out for: A narrow starting point does not permanently limit the business.

Module 2 checkpoint: Write one decision you are ready to make, one assumption still unverified, and the next evidence you will collect. Keep these notes for your final business plan.

MODULE 03

Offer and Product Development

Create a deliverable customers understand. Work through all five written lessons. Each includes an action to put in your personal business plan.

Lesson 3.1: Define what is included

Describe deliverables, quantity, format, turnaround, customer inputs, revisions, support, and exclusions. Specific scope protects both customer and business.

Practice assignment: Write a detailed included/not-included list for the first offer.

Watch out for: Unclear scope creates refunds, rework, and disputes.

Lesson 3.2: Build a minimum viable offer

Create the smallest responsible version that solves the problem. For an online course, a useful pilot includes complete lessons and a working delivery path rather than an empty promise.

Practice assignment: Outline a pilot with success criteria and a feedback question for buyers.

Watch out for: Minimum viable does not mean unsafe, misleading, or unfinished.

Lesson 3.3: Quality assurance

Test the product as a new customer: readability, download or access, mobile layout, links, forms, checkout, and instructions. Check privacy, accessibility, and actual delivery.

Practice assignment: Run a ten-step customer journey test and record fixes.

Watch out for: Never ask paying customers to discover obvious broken features for you.

Lesson 3.4: Vendor and supply planning

For purchased supplies or outsourced work, identify vendors, lead times, minimum orders, backup sources, quality criteria, and refund terms. Ask for samples or evidence before making large commitments.

Practice assignment: Build a supplier scorecard and select a backup supplier.

Watch out for: A low sticker price can hide shipping, returns, or delays.

Lesson 3.5: Pilot and improve

Give the first version to a small eligible customer group, capture their questions, document issues, and update the offer. Separate isolated opinions from repeated problems.

Practice assignment: Create a feedback log with issue, severity, owner, and fix date.

Watch out for: Do not expand marketing before recurring delivery problems are fixed.

Module 3 checkpoint: Write one decision you are ready to make, one assumption still unverified, and the next evidence you will collect. Keep these notes for your final business plan.

MODULE 04

Pricing, Costs and Profit

Understand the numbers before making promises. Work through all five written lessons. Each includes an action to put in your personal business plan.

Lesson 4.1: Calculate startup costs

List one-time costs such as registration, equipment, domain, design, deposits, and training. Add required working capital to cover expenses before payments arrive. Separate must-have from optional spending.

Practice assignment: Create a startup budget with low, expected, and high estimates.

Watch out for: Free trials often renew into paid subscriptions; track cancellation dates.

Lesson 4.2: Identify fixed and variable costs

Fixed costs are paid regardless of orders within a relevant range. Variable costs change with transactions, such as materials, processing, packaging, or contractor labor. Labor spent delivering work is a real cost.

Practice assignment: Classify 15 expenses and estimate per-order variable cost.

Watch out for: A high revenue number can coexist with negative profit.

Lesson 4.3: Set a sustainable price

Estimate direct cost, time, overhead allocation, target margin, competitor context, and customer value. Compare cost-based and value-based reasoning; test the resulting price with the market.

Practice assignment: Calculate three selling prices and resulting contribution per sale.

Watch out for: Discounts reduce contribution and may require many more sales to break even.

Lesson 4.4: Break-even analysis

Contribution per sale equals price minus variable cost. Monthly break-even units equal fixed monthly costs divided by contribution per sale, rounded up. Example: $50 price, $15 variable cost, $700 fixed cost gives $35 contribution and 20 sales to break even.

Practice assignment: Compute break-even using your own numbers and assess whether sales volume is realistic.

Watch out for: Break-even excludes some taxes and can miss owner pay unless included as a cost.

Lesson 4.5: Cash flow and runway

Profit and bank balance differ. Customers may pay late while suppliers require payment up front. Forecast opening cash, receipts, expenses, and ending cash by month; build a reserve for setbacks.

Practice assignment: Create a three-month cash forecast and name the first month cash might become negative.

Watch out for: Do not use sales forecasts as if they were cash already collected.

Module 4 checkpoint: Write one decision you are ready to make, one assumption still unverified, and the next evidence you will collect. Keep these notes for your final business plan.

MODULE 05

Brand, Website and Sales Systems

Make it easy to understand and purchase. Work through all five written lessons. Each includes an action to put in your personal business plan.

Lesson 5.1: Position the brand

Choose a brand name that is clear, usable, and distinguishable. Develop a consistent promise, writing style, basic colors, and visual presentation. Check relevant name and trademark conflicts before committing.

Practice assignment: Draft a short brand message and three proof points without exaggeration.

Watch out for: A logo alone cannot compensate for an unclear offer.

Lesson 5.2: Plan essential website pages

A basic business site generally needs home, offer or services, about, contact, policies as appropriate, and a clear call to action. Each page should answer who, what, why, price or next step, and trust questions.

Practice assignment: Sketch a site map and define the action for every page.

Watch out for: Do not hide essential terms or put misleading urgency on sales pages.

Lesson 5.3: Create a clear sales page

Lead with the audience and outcome, then specifics: deliverables, what is excluded, process, price, proof, frequently asked questions, and purchase or contact button. Use real testimonials with permission.

Practice assignment: Write a sales-page outline for your primary offer.

Watch out for: Do not fabricate reviews, earnings, scarcity, or endorsements.

Lesson 5.4: Design the checkout journey

Test add-to-cart, payments, receipt, account access, fulfillment, refunds, and failed payments. Use reputable processors and avoid storing raw card information yourself.

Practice assignment: Perform an end-to-end test purchase using an approved test mode.

Watch out for: A published page is not proof that checkout and student access work.

Lesson 5.5: Plan accessibility and support

Use readable contrast, descriptive headings, keyboard-friendly controls, text alternatives, and usable mobile layouts. Provide a clear support address or contact method and reasonable response expectations.

Practice assignment: Test your site on a phone and with keyboard navigation.

Watch out for: An inaccessible website can exclude customers and create avoidable support costs.

Module 5 checkpoint: Write one decision you are ready to make, one assumption still unverified, and the next evidence you will collect. Keep these notes for your final business plan.

MODULE 06

Marketing and Customer Acquisition

Build repeatable channels without relying on luck. Work through all five written lessons. Each includes an action to put in your personal business plan.

Lesson 6.1: Choose the first channel

Match the channel to audience behavior. Search is useful for expressed intent; social platforms help demonstrate work; referrals work when trusted networks are strong. Focus on one primary and one backup channel.

Practice assignment: Create an audience-channel map with reasons and effort estimates.

Watch out for: Posting everywhere is not the same as reaching qualified buyers.

Lesson 6.2: Write useful content

Create guides, demonstrations, FAQs, comparisons, and answers to real customer questions. Use specific examples and honest limitations. Reuse a core lesson as a blog post, short video, and email without copying spam.

Practice assignment: Draft five customer questions and three content ideas for each.

Watch out for: Avoid promising guaranteed income, rankings, or instant business success.

Lesson 6.3: Use direct outreach respectfully

Identify businesses or buyers who are relevant, personalize a short message, and explain one concrete value. Respect platform policies, email consent rules, and requests to stop contact.

Practice assignment: Write a 100-word outreach script and a simple follow-up plan.

Watch out for: Mass unsolicited messages can damage trust and violate rules.

Lesson 6.4: Develop an email follow-up

Invite prospects to opt in for a useful resource, explain what emails they will receive, and give an easy unsubscribe method. Segment based on legitimate interests rather than hidden profiling.

Practice assignment: Write a welcome message and two educational follow-ups.

Watch out for: Follow applicable marketing and privacy law; do not buy scraped email lists.

Lesson 6.5: Measure the marketing funnel

Track qualified visits, inquiries, calls, offers, purchases, refunds, and revenue. Diagnose the step where leads are lost before spending more. Compare channel performance with realistic sample sizes.

Practice assignment: Build a weekly scorecard with five measures and a note on what changed.

Watch out for: Views and likes are not equivalent to customers.

Module 6 checkpoint: Write one decision you are ready to make, one assumption still unverified, and the next evidence you will collect. Keep these notes for your final business plan.

MODULE 07

Operations and Customer Experience

Deliver consistently and recover from mistakes. Work through all five written lessons. Each includes an action to put in your personal business plan.

Lesson 7.1: Map the delivery process

Document the sequence from purchase or inquiry through intake, scheduling, production, delivery, review, and follow-up. Define responsibility at each step and the expected result.

Practice assignment: Draw a six-step workflow for one order.

Watch out for: When work lives only in one person’s memory, errors increase.

Lesson 7.2: Create standard operating procedures

Write brief checklists for repeated tasks, including tools needed, safety or privacy precautions, completion checks, and escalation situations. Update instructions after real incidents.

Practice assignment: Draft one SOP for your most repeated task.

Watch out for: A written checklist does not replace required professional training.

Lesson 7.3: Manage customer communication

Send clear confirmations and proactive updates when dates change. Record commitments, keep language respectful, and make it easy for customers to ask questions.

Practice assignment: Draft order confirmation, delay notice, and completion message templates.

Watch out for: Overpromising dates can create disputes and negative reviews.

Lesson 7.4: Handle refunds and complaints

Publish clear, lawful terms suited to your offer. Listen, verify facts, explain options, and document the resolution. Some refund rights cannot be waived by a policy.

Practice assignment: Write a complaint-handling checklist and escalation threshold.

Watch out for: Never promise a no-refund rule overrides consumer law.

Lesson 7.5: Protect records and accounts

Use strong unique passwords, multifactor authentication, limited staff access, routine backups, and a retention plan for customer data. Minimize collection of unnecessary personal details.

Practice assignment: Make an inventory of business accounts and access owners.

Watch out for: A spreadsheet of customer information should not be publicly shared.

Module 7 checkpoint: Write one decision you are ready to make, one assumption still unverified, and the next evidence you will collect. Keep these notes for your final business plan.

MODULE 08

Legal, Risk and Business Readiness

Identify obligations before launch. Work through all five written lessons. Each includes an action to put in your personal business plan.

Lesson 8.1: Choose a legal structure

Compare sole proprietorship, LLC, corporation, and other forms at a high level. Structure affects liability, administration, taxes, and ownership. Consult local advisors when the decision is consequential.

Practice assignment: Make a list of questions for an attorney or accountant about your situation.

Watch out for: An LLC does not eliminate every kind of liability or guarantee tax savings.

Lesson 8.2: Review permits, taxes and registrations

Requirements depend on location, industry, products, sales channels, and employees. Check state and local agencies and tax authorities; record filing dates. Understand sales tax and income tax obligations with qualified help.

Practice assignment: Create a compliance checklist with agency, question, source, and due date.

Watch out for: Do not assume selling online means no permits or taxes.

Lesson 8.3: Evaluate contracts and insurance

Identify common risks such as injury, property damage, data incidents, missed deadlines, and supplier nonperformance. Use suitable written agreements and seek insurance advice based on actual exposures.

Practice assignment: Build a risk register with likelihood, severity, and mitigation.

Watch out for: A template agreement should be reviewed for the actual transaction.

Lesson 8.4: Protect intellectual property

Use images, fonts, software, and content you own or are licensed to use. Review commercial licensing terms carefully; attribution alone is not always permission. Respect trademarks and other creators’ material.

Practice assignment: Audit five assets you plan to use and record their license source.

Watch out for: Buying a digital bundle does not automatically grant unlimited resale rights.

Lesson 8.5: Business ethics and honest claims

Show accurate prices, disclose important terms, use real reviews, state affiliate relationships when relevant, and avoid unsupported earning claims. Design an approval step before publishing marketing material.

Practice assignment: Review your sales page for seven potentially misleading claims.

Watch out for: Trust is harder to rebuild than a marketing page is to rewrite.

Module 8 checkpoint: Write one decision you are ready to make, one assumption still unverified, and the next evidence you will collect. Keep these notes for your final business plan.

MODULE 09

Team, Time and Growth

Build systems that can scale responsibly. Work through all five written lessons. Each includes an action to put in your personal business plan.

Lesson 9.1: Plan workload and capacity

Estimate realistic hours per sale for marketing, administration, delivery, support, and corrections. Use capacity constraints when forecasting growth.

Practice assignment: Make a weekly calendar and calculate maximum orders without overtime.

Watch out for: Revenue growth without sufficient capacity can lower service quality.

Lesson 9.2: Decide when to outsource

Compare contractor cost, quality, training, control, security, and coordination. Start with a narrow task, written deliverables, and clear review standards.

Practice assignment: Write a statement of work for one possible contractor task.

Watch out for: Do not give contractors unnecessary access to customer or payment data.

Lesson 9.3: Create a dashboard

Review a short weekly set of measures: revenue, contribution, cash, qualified leads, conversions, fulfillment time, and customer issues. Record causes, not only totals.

Practice assignment: Choose six KPIs and establish a weekly review ritual.

Watch out for: A metric matters only if it informs a decision.

Lesson 9.4: Improve with controlled experiments

Change one meaningful variable at a time where practical, such as offer wording, landing page, or onboarding. Record a baseline and compare outcomes over a reasonable period.

Practice assignment: Write a hypothesis, measure, change, and review date.

Watch out for: A few random sales cannot prove a strategy works.

Lesson 9.5: Plan sustainable growth

Prioritize reliable fulfillment, healthy cash flow, repeat customers, documented processes, and low-cost tests before expanding products or channels.

Practice assignment: Write a three-stage roadmap: prove, stabilize, expand.

Watch out for: Do not hire or buy inventory based only on optimistic projections.

Module 9 checkpoint: Write one decision you are ready to make, one assumption still unverified, and the next evidence you will collect. Keep these notes for your final business plan.

MODULE 10

Complete Business Plan and Launch

Put the pieces into action. Work through all five written lessons. Each includes an action to put in your personal business plan.

Lesson 10.1: Write the executive summary

Summarize business purpose, customer, offering, differentiation, marketing, operations, team, financial needs, and first milestone. Write the summary after the rest of the plan so it reflects actual decisions.

Practice assignment: Create a 250-word executive summary for a reader unfamiliar with the business.

Watch out for: Use clear assumptions instead of unsupported market-share claims.

Lesson 10.2: Build the revenue forecast

Forecast monthly units or clients times average selling price, then subtract expected refunds and discounts. Build conservative, base, and optimistic cases tied to specific marketing capacity.

Practice assignment: Prepare a 12-month revenue forecast with assumptions noted.

Watch out for: Scenario labels are not probabilities unless you have evidence.

Lesson 10.3: Prepare expense and cash forecasts

Forecast direct costs, fixed overhead, owner compensation where applicable, taxes to reserve, debt payments, and capital purchases. Track cash separately from accounting profit.

Practice assignment: Complete a 12-month cost plan and identify the minimum cash balance.

Watch out for: Get financial and tax guidance for decisions that affect your obligations.

Lesson 10.4: Set milestone gates

Define measurable gates such as 10 interviews, first tested offer, functioning checkout, first five customers, positive contribution margin, or reliable delivery. Assign owner and target date.

Practice assignment: Create a 30/60/90-day roadmap with five measurable goals.

Watch out for: A missed milestone should trigger learning, not invented numbers.

Lesson 10.5: Present and revise the plan

Explain the plan plainly to a trusted reviewer, note objections, and revise unsupported claims or missing costs. Use the plan as a working decision document after launch.

Practice assignment: Deliver a concise pitch: problem, customer, offer, proof, economics, ask, next step.

Watch out for: A business plan improves decisions but cannot guarantee profits.

Module 10 checkpoint: Write one decision you are ready to make, one assumption still unverified, and the next evidence you will collect. Keep these notes for your final business plan.

Startup, Profit & Break-Even Calculator

Use illustrative estimates and replace them with actual quotes, fees, and operating costs. The calculations are educational and exclude some taxes, financing details, and other expenses.

Selling price per sale ($)

Variable cost per sale ($)

Monthly fixed operating costs ($)

Forecast monthly sales (units)

One-time setup expenses ($)

Starting available cash ($)

Break-even units = fixed costs ÷ (price − variable cost), rounded up. If contribution is zero or negative, additional sales alone cannot cover fixed costs. Ending-cash illustration assumes all forecast sales are collected and all listed costs paid in the month.

15 Fillable Business Planning Worksheets

Complete them on this page. Click Save Answers to download a local text copy. Browser refreshes may clear your answers, so save regularly. No answers are sent to us by this form.

WORKSHEET 01

Business Concept Canvas

Business name and one-sentence purpose Primary customer and buying situation Customer problem and evidence Proposed offer and benefit Alternative and differentiation Top three untested assumptions

WORKSHEET 02

Customer Research Interview

Interview participant category (no sensitive details) Questions asked Problem experienced and frequency Current solution and costs Exact useful customer phrases What needs further validation

WORKSHEET 03

Competitor Comparison

Competitor or alternative Who they serve Core deliverables Public price or quote method Strengths with evidence Potential gap and your response

WORKSHEET 04

Offer Scope Sheet

Offer name Included deliverables What is excluded Customer responsibilities Delivery timeline Support and revisions

WORKSHEET 05

Startup Cost Budget

One-time must-have costs Optional purchases First-month operating costs Initial working capital Total funds needed Lower-cost alternatives

WORKSHEET 06

Pricing and Break-even

Price per sale Variable cost per sale Contribution per sale Monthly fixed costs Break-even units Is that sales volume realistic?

WORKSHEET 07

Cash Flow Forecast

Opening cash Expected customer receipts Supplier and service payments Taxes and debt cash out Ending cash Contingency action

WORKSHEET 08

Brand and Sales Page

Audience and main promise Three proof points Offer and deliverables Price and terms Trust and FAQ items Call to action

WORKSHEET 09

Marketing Channel Plan

Ideal customer Primary channel and rationale Weekly content or outreach goal Lead capture method Conversion milestone Measures to review

WORKSHEET 10

Customer Journey and SOP

First customer contact Intake requirements Order processing steps Delivery quality check Follow-up process Owner and backup

WORKSHEET 11

Legal and Risk Questions

Location and business activity Registration and permit questions Tax and sales tax questions Licensing and IP risks Insurance and contract questions Official agencies or advisors to consult

WORKSHEET 12

Operations Scorecard

Weekly revenue and orders Direct costs and contribution Qualified leads and sales Refunds and service issues Cash balance Action for next week

WORKSHEET 13

30/60/90-Day Plan

First 30 days: research and proof Days 31–60: product and systems Days 61–90: launch and improve Milestone owners Success measures Risk and backup plan

WORKSHEET 14

12-Month Forecast Assumptions

Expected orders per month Average selling price Direct cost per order Monthly fixed costs Sales channel assumptions Conservative/base/optimistic cases

WORKSHEET 15

Complete Business Plan Draft

Executive summary Market and competition Product and pricing Marketing and sales Operations and risks Financial needs and next milestones

Final Business Plan Project

Before the exam, prepare a single business plan containing an executive summary, customer and competitor evidence, defined offer, delivery plan, marketing funnel, forecast and risks. You may use your worksheet responses as its first draft.

Written plan structure

Executive summary
Customer problem and evidence
Product or service and pricing
Marketing and sales path
Operations and delivery
Compliance and risk plan
12-month financial assumptions
30/60/90-day milestones

Self-review rubric (100 points)

Customer evidence — 20 points
Offer and differentiation — 15 points
Financial math and assumptions — 25 points
Marketing plan — 15 points
Operations and risk — 15 points
Clarity and measurable milestones — 10 points

Suggested target: 80/100 before launch, with no unaddressed critical risks.

Further Learning and Official Sources

Business rules and platform features change. Use official guidance for your location and products rather than relying only on a course.

Educational material only. No income, sales, funding, licensing, or business outcome is guaranteed.