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Sample Business Planning Process Template

Use this streamlined worksheet to help facilitate a business plan strategy.

Business Planning Process

Business Planning Process Worksheet

Business Vision:

What do you want your company to be?

Where do you want your company to go?

Vision: __________________________



Company Goals:

What is your purpose and mission?

How will you achieve your vision?

What is your promise to your customers?

Goals: __________________________



Marketing Strategy:

How will you grow your business?

How will you reach out to your customers?

What are the current opportunities that exist?

Strategey: _______________________



Financial Objectives:

What is your financial goal after your first year of operation?

What measurements will you use to determine if your goals are being met?

How will you measure success?

Objectives: ______________________



Action Plan:

What actions are you carrying out to achieve your vision?

What is your timeline for carrying out key projects?

How much will each project cost?

Plans: ___________________________





Starting A Business

LLC Partnership Agreement

Profit Sharing Agreement

LLC Certificate of Formation

LLC Partner Resignation

LLC Member Buyout

LLC Member Withdrawal

Proposal To Buy A Business

Independent Contractor

Joint Venture Agreement

Start A Business

Food & Beverage

BOD Communications

Board of Directors Meeting Minutes

Board Resolution Letter

Small Business Assistant

How To Decide What Business To Start

Business Plan

Strategic Plan

Business Plan Template

Business Planning Worksheet

Business Plan Confidentiality Agreement

Sample Cleaning Business Plan

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