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| Preface | |
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| Let's Get Started | |
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| JIAN Tools for Sales, Inc. | |
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| Business Plan Basics | |
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| Why Write a Business Plan? | |
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| Parts of a Business Plan | |
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| Targeting Your Business Plan | |
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| 10 Steps to Complete Your Business Plan | |
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| Top 20 Questions | |
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| Open BizPlanBuilder and Sign in | |
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| Review Questions 1.1 | |
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| Activities 1.1 | |
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| Types of Business Plans | |
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| Business Plan Types | |
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| Financial Documentation | |
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| Additional Resources | |
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| Select a Plan and Supply Basic Information | |
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| Open (and Delete) a Business Plan | |
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| Review Questions 2.1 | |
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| Activities 2.1 | |
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| Writing the Narrative | |
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| Plan Cover and Title Page | |
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| Contents | |
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| Executive Summary | |
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| Add New User, Give Sharing Rights, and Create a Business Plan | |
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| Navigating a Template and Entering Text | |
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| Review Questions 3.1 | |
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| Activities 3.1 | |
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| Navigating a Template and Entering Text | |
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| Vision and Mission: Expressing the Company Direction | |
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| Looking at the Big Picture | |
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| Vision Statement | |
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| Mission Statement | |
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| Goals and Objectives | |
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| Present Situation | |
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| Summary | |
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| Vision and Mission Checklist | |
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| Add a Vision and Mission Statement Template | |
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| Review Questions 3.2 | |
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| Activities 3.2 | |
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| Company Overview | |
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| Legal Business Description | |
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| Business Location | |
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| Government Regulations | |
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| Management Team | |
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| Boards of Directors and Advisors | |
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| Staffing | |
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| Strategic Alliances | |
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| Company Overview for the Service/Bank Loan Plan | |
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| Company Overview Checklist | |
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| Review the Company Overview Templates | |
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| Review the Management Templates | |
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| Review Questions 3.3 | |
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| Activities 3.3 | |
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| Service/Product Strategy | |
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| Current Service/Product | |
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| Research and Development (R&D) | |
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| Production and Delivery | |
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| Product Strategy Checklist | |
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| Review Product Strategy Template | |
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| Review Questions 3.4 | |
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| Activities 3.4 | |
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| Market Analysis | |
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| Market Definition | |
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| Customer Profile | |
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| Competition | |
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| Risk | |
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| Market Analysis Checklist | |
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| Review Marketing Analysis Template | |
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| Review Questions 3.5 | |
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| Activities 3.5 | |
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| Marketing Plans | |
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| Sales Strategy | |
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| Distribution Channels | |
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| Advertising and Promotion | |
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| Public Relations | |
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| Marketing Plan Checklist | |
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| Review the Marketing Strategy Template | |
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| Review Questions 3.6 | |
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| Activities 3.6 | |
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| Operations | |
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| Facilities | |
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| Staffing | |
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| Technology | |
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| Fulfillment | |
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| Other Considerations | |
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| Operations Checklist | |
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| Review the Operations Template | |
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| Review Questions 3.7 | |
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| Activities 3.7 | |
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| Completing the Financial Plan | |
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| The Purpose of a Financial Plan | |
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| Financial Statements Overviews | |
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| Projecting Financial Statements-That Support Your Assumptions | |
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| Using the Financial Plan Spreadsheets | |
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| Adding a Financial Plan Template | |
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| Printing the Financial Statements | |
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| Open and Print the Cash Flow Statement | |
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| Customizing the Financial Statements | |
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| Financial Plan Checklist | |
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| Review Questions 4.1 | |
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| Activities 4.1 | |
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| Financial Plan Narrative Text | |
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| Review the Financial Plan | |
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| Assembling Your Business Plan | |
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| Assembling and Previewing a Plan | |
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| Assemble and Save a Business Plan | |
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| Packaging Your Plan | |
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| Supporting Documents | |
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| Access and Examine a Supporting Document | |
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| Distribution | |
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| Making Your Presentation | |
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| Following Up with Your Readers | |
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| Congratulations! | |
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| Presenting Your Plan Checklist | |
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| Review Questions 5.1 | |
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| Activities 5.1 | |
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| Funding Resources for Your Plan | |
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| Identifying Your Capital Needs | |
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| Narrowing the Search for Funds | |
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| Self Funding | |
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| Locating Private Resources | |
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| Tapping into Commercial and Government Funding | |
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| Parting Tips | |
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| Explore Funding Resource Advice | |
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| Review Questions 5.2 | |
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| Activities 5.2 | |
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| Preplanning Resources | |
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| Postplan Operations: Resources for Managing Your Business | |
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| System Requirements | |
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| Installing the Interactive Version of BizPlanBuilder | |
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| Moving the Buseinss Plan Folder from the Desktop | |
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| Using the Template Version of BizPlanBuilder: For Macintosh Users | |
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| Using Microsoft Word and Excel | |
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| Training from Microsoft Office | |
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| Bibliography | |
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| Online Source/Resource Supplement | |
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| Index | |