Business Plan18 April, 2021

Business Plan
18 April, 2021
RISE UP-OVERCOMING CHALLENGES
7120, Memory Lane

Orlando, Florida, 32807
Cell Phone: 407 694-0603
Website URL:
Email: [email protected]Confidentiality Agreement
The undersigned reader acknowledges that any information
provided by RISE UP- OVERCOMING CHALLENGES in this
business plan, other than information that is in the public
domain, is confidential in nature, and that any disclosure or use
of same by the reader may cause serious harm or damage to the
organization Rise Up- Overcoming Challenges and its Clients.
Therefore, the undersigned agrees not to disclose it without
express written permission from the President, Rise Up-
Overcoming Challenges Organization.
Upon request, the undersigned reader will immediately return
this document to [email protected] or the Postal Address 7120,
Memory Lane, Orlando, Florida.
___________________
Signature
___Geraldine Sullivan, President ___
Name (typed or printed)
___18th April, 2021__
Date
This is a business plan. It does not imply an offering of
securities.

Table of Contents
Confidentiality Agreement 3
I. Instructions: Executive Summary 5
Executive Summary 6
II. Instructions: Company Description 7
Company Description Worksheet 8
III. Instructions: Products & Services 9
Product & Service Description Worksheet 10
IV. Instructions: Marketing Plan 11
SWOT Analysis Worksheet 12
Competitor Data Collection Plan 14
Competitive Analysis Worksheet 15
Marketing Expenses Strategy Chart 17
Pricing Strategy Worksheet 19
Distribution Channel Assessment Worksheet 21
V. Instructions: Operational Plan 23
VI. Instructions: Management & Organization 25
Management Worksheet 26
Organization Chart 27
VII. Instructions: Startup Expenses & Capitalization 28
VIII. Instructions: Financial Plan 29
IX. Instructions: Appendices 31
X. Instructions: Refining the Plan 32
Now That You’re (Almost) Finished . . . 34
I. Executive Summary
Rise Up - Overcoming Challenges, Org, is a professional and
licensed Life Coaching Organization that is specialized in
helping clients achieve their personal goals and improving their
competence, capacity, and productivity. The scope of our
business offerings covers areas such as business, overcoming
challenges in life, dealing with addictions, personal
improvement coaching, family and relationship coaching,

weight loss and fitness coaching, and financial coaching.
Our corporate office will be in Orlando Florida, United States
of America.
Rise Up- Overcoming Challenges, Org, is client-focused, and
result driven life coaching organization that provides broad-
based motivational, learning approaches and experience at an
affordable fee that will not, in any way, put a hole in the pocket
of our clients. We will ensure that we work hard to meet and
surpass all our clients’ expectations as it relates to their career
and personal goals whenever they seek our services.
Rise Up- Overcoming Challenges, Org, will always have our
clients’ overall best interest and their success always come first,
everything we do, is led by our values and professional ethics.
We will ensure that we hire professional and certified life
coaches with various skill set areas that are well experienced
and passionate in helping our clients achieve their personal
goals within record time.
Rise Up- Overcoming Challenges, Org, will, always,
demonstrate her commitment to sustainability, both individually
and as a personal training organization, by actively participating
in our communities and integrating sustainable business
practices wherever possible.
We will ensure that we hold ourselves accountable to the
highest standards by meeting our clients’ needs precisely and
completely. We will cultivate a working environment that
provides a human, sustainable approach to earning a living, and
living in our world, for our partners, employees and for our
clients.
Our overall business goal is to position our life coaching
organization to become the leading personal training / coaching
brand in the coaching industr y in the whole of Orlando, Florida
United States of America, and also to be amongst the top 10
personal training and coaching business in the United States of
America within the first 5 years of operations.
This might look too tall a dream but we are optimistic that this
will surely come to pass because we have done our research and

feasibility studies and we are enthusiastic and confident that
Orlando is the right place to launch our personal training cum
life coaching business.
Rise Up- Overcoming Challenges is founded by Geraldine
Sullivan, Founder, and Co-founders, Vincent Constant, Maurice
Mosby, Mia Peterson, and who are all experienced and
renowned personal effectiveness.
Executive Summary
(Write after you’ve completed the rest of the business plan.)
II. Instructions: Company Description
This section explains the basic elements of your business.
Include each of the below:
1. Company mission statement
Our mission is to provide affordable professional and highly
effective personal training / life coaching services to a wide
range of clients that cuts across different divides.
2. Company philosophy and vision
We live by the following values that are important to our
organizational philosophy: Honesty, integrity, fun, innovation
and community.
Our vision is to build a highly competitive and effective life
coaching business that will become the number one choice for
both individuals and corporate organizations in Orlando, FL,
and the whole of the United States of America
3. Company goals
Our overall business goal is to position Rise Up- Overcoming
Challenges to become one of the leading life coaching brands in
the industry in the whole of Orlando Florida, and also to be
amongst the top 10 personal training and coaching brands in the
USA and the World in 10 years.

4. Target market
Our target markets are college students, career personnel and
business executives who want to lead a better life and become
successful in their endeavors. Our target market as a life
coaching company cuts across people of different class and
from all walks of life. We are coming into the personal
development and coaching industry with a business concept and
company’s profile that will enable us work with the clients at
different learning stages and different statuses.
5. Industry
The Life Coaches industry revenue is expected to increase
gradually after the drop in disposable income and a spike in the
national unemployment rate as a result of the COVID-19
(coronavirus) pandemic, which encouraged consumers to shy
away from discretionary purchases and expensive services, such
as industry services.
The demand for industry services usually increases in times of
economic distress and low confidence and the consumers are
starting to be able to afford life coaches as the economy slowl y
bounces back to growth, which is likely to increase growth.
Industry operators that are taking on clients have shifted from
in-person meetings to phone or video calls to continue helping
their clients while complying with health and safety guidelines.
Rise Up- Overcoming Challenges fits into the current and future
trends by using both in-person sessions, phone calls, and online
coaching services.
6. Legal structure
a. Rise Up- Overcoming Challenges is a non-government, non-
profit organization. The founders chose this type of business
because its sole purpose is to offer coaching services by raising
funds from investors and well-wishers.
b. The organization was founded by the Geraldine Sullivan and

is headed by a team of four directors including the Founder. The
directors include Geraldine Sullivan, Vincent Constant, Maurice
Mosby, and Mia Peterson.
III. Products & Services
Rise Up- Overcoming Challenges will offer diverse personal
training, and life coaching services within the scope of the
personal training and life coaching industry in the US, and
across the globe. Our intention of starting our life coaching
organization is to help our clients achieve their personal goals
and improving their competence, capacity and productivity by
overcoming challenges that afflict them.
Our service offerings are listed below;
· Divorce Support
· Personal improvement coaching
· Family and relationship coaching
· Weight loss and fitness coaching
· Career and financial coaching
· Online Coaching Services
· Retailing of Self – help Books and Materials
· Overcoming addiction, traumas, and other adverse life
experiences.
IV. Marketing Plan
This section provides details on your industry, the competitive
landscape, your target market and how you will market your
business to those customers.
Market research
The Life Coach industry comprises entities, either individuals
or companies, which provide counseling services to people in
the areas of personal growth, relationship issues, career path
and related topics. The demand for this industry is both
positively and negatively correlated with the state of the overall

economy. During economic contractions, many consumers seek
out industry services, because life coaches are trained to help
businesses and individuals navigate stressful situations, such as
economic slowdowns. Conversely, since industry services are
considered largely discretionary, life coaches are likely to get
cut from the consumers' budgets when funds are tight.
Therefore, over the five years to Rise Up- Overcoming
Challenges, the Life Coach industry is anticipated to continue
expanding as consumers and businesses recover from the
COVID-19 pandemic and demand industry services. The
growing economy will lead to higher per capita disposable
incomes and more secure career outlooks for Americans where
the primary focus of the business will be directed. Although
growth in the overall economy will lessen the need for industry
services to a degree, continued struggles along numerous
segments of the economy, coupled with higher disposable
income as a whole, will increase demand. Therefore, industry
revenue is forecasted to grow at an annualized rate of 1.2% to
1.2 billion over the five years to 6 billion. The IC estimates
that each coach will earn over the range of $27,100 to $73,100
annually.
Barriers to entry
As a startup, Rise Up- Overcoming Challenges will face unique
challenges? Barriers to entry faced by the organization include:
· High startup costs
· High production costs
· High marketing costs
· Brand recognition challenges
· Need for specialized technology or patents
· Legal constraints
Threats and opportunities
Rise Up- Overcoming Challenges engaged the services of a core
professional in the area of business consulting and structuring

to assist our organization in building a well – structured
personal training and life coaching business that can favorably
compete in the highly competitive personal training and life
coaching industry in the United States and the world at large.
Part of what the team of business consultant did was to work
with the management of our organization in conducting a SWOT
analysis for Rise Up- Overcoming Challenges. Here is a
summary from the result of the SWOT analysis that was
conducted on behalf of Rise Up- Overcoming Challenges.
· Strength:
Our core strength lies in the power of our team; our workforce.
We have a team that are considered experts in the industry, a
team with excellent qualifications and experience in personal
development and life coaching.
Aside from the synergy that exist in our carefully selected team
members and our strong online presence, Barry & Rise Up-
Overcoming Challenges is well positioned in a community with
the right demography and we know we will attract many clients
from the first day we open our doors for business.
· Weakness:
As a new life coaching organization in Orlando, Florida, it
might take some time for our organization to break into the
market and gain acceptance especially from top profile clients
in the already saturated personal training and life coaching
industry; that is perhaps our major weakness.
· Opportunities:
No doubt, the opportunities in the life coaching industry is
massive considering the number of individuals and corporate
organizations who would want to achieve their goals and to
perform excellently well in their jobs and personal life. As a
standard personal training and life coaching organization, we
are ready to take advantage of any opportunity that comes our
way.
· Threat:
Some of the threats that we are likely going to face as a
personal training and life coaching organization operating in the

US are unfavorable government policies that might affect
business such as ours, the arrival of a competitor within our
location of operations and global economic downturn which
usually affects spending / purchasing power.
Product/service features and benefits
· Divorce Support- We offer coaching and support throughout
the difficult time. Our clients benefit from a community that is
more than ready to offer all sorts of support that you may need.
· Personal improvement coaching. Rise Up- Overcoming
Challenges offers the best personal improvement training to our
clients so they can be successful in their personal endeavors.
· Family and relationship coaching- Get coaching and advice
about family and relationships from the experts in the field.
· Weight loss and fitness coaching- Our organization provides
support and simple steps towards to guide you to achieve the
weight and shape you desire.
· Career and financial coaching- Get the best financial career
and financial advice to help you build a sustainable career path
and financial plan.
· Online Coaching Services- Our services are now available
online and through phone and video calls. We can reach you
whenever you may be across the Globe.
· Retailing of Self – help Books and Materials- We stock and
share with you our selected self-help books to guide you every
day in your journey to the champion you dream.
· Overcoming addiction, traumas, and other adverse life
experiences- We walk you through and support you in your
journey to shake off the habits you wish to change.
We plan to offer the following additional services to our clients:
·

2
· Self-help book delivery
· Follow-ups
· Service contracts
· Ongoing support
· Training
· Subscription services
Target customer
Our target customers include all individuals in need of support
through our products.
The demographic profile of the target customers include:
For consumers:
·
· All Ages
· Gender- All genders
· Location: USA & Abroad
· Income: All households and individuals
· Occupation: All occupations are welcome
· Education level: All educational levels.

Key competitors
Rise Up-Overcoming Challenges
Business and Brett Morris
Don Markland
Russ Katzman
ACC Kirk McClarley
Products
Life Coach
Business Coach, Entrepreneurship Coach, Executive Coach
Price
US $150 – 250/hr
US $65-400/hr
US $150 – 300/hr
US $180-200/hr
Quality
Novice
Rated 9.3/10 on Noomii Scale
Service
Life coaching
Life coaching
Life coaching
Life coaching
Life coaching

Reliability
Reliable
Reliable
Reliable
Reliable
Reliable
Stability
Startup
Good
Good
Good
Good
Expertise
Life coaching
Life coaching
Life coaching
Life coaching
Life coaching
Company Reputation
Good
Good
Good
Good
Good
Location
Orlando, FL
Sarasota, FL
Jacksonville, FL
Tampa, FL
Santa Rosa, FL
Image
Novice
Strong
Strong
Strong
Strong

Positioning/Niche
Being a non-profit organization, Rise Up- Overcoming
Challenges positions itself with the niche of offering affordable
subscriptions to life coaching services to ensure every client can
access and benefit from life coaching.
How you will market your product/service
Advertising includes:
· Online
· Radio
· Cable television
· Referrals
Marketing may include:
· Business website
· Social media marketing
· Email marketing
· Mobile marketing
· Search engine optimization
· Content marketing
· Print marketing materials (brochures, flyers, business cards)
· Public relations
· Networking
· Word-of-mouth
· Referrals
Promotional budget
Target Market 1
Target Market 2
Target Market 3
One-Time
Expenses

Monthly or Annual Expenses
Labor Costs
Pricing
The pricing strategy will be value based. The non-profit
organization will not aim to make benefits from subscriptions.
Location or proposed location
The organization will be headquartered in Orlando FL.
However, clients will be targeted from all over the US based on
the phone and online coaching options.
Rubic_Print_FormatCourse CodeClass CodeAssignment
TitleTotal PointsNRS-493NRS-493-O500Benchmark - Capstone
Change Project Objectives5.0CriteriaPercentage1:
Unsatisfactory (0.00%)2: Less Than Satisfactory (75.00%)3:
Satisfactory (79.00%)4: Good (89.00%)5: Excellent
(100.00%)CommentsPoints
EarnedContent80.0%Objectives25.0%A list of objectives for the
proposed intervention is omitted. Fewer than three objectives
are presented.NANANAThree to five objectives are

presented.Rationale for How Findings Relate to the Topic and
Proposed Intervention30.0%Rationale for each objective is
omitted.Rationale is incomplete. There are omissions. Rationale
provided does not explain the relationship of findings to the
topic and proposed intervention.General rationale is provided
for each objective and generally summarizes the relationship of
most findings to the topic and proposed intervention. There are
some inaccuracies or minor omissions.Rationale is provided for
each objective and explains the relationship of findings to the
topic and proposed intervention. Some detail is needed for
clarity.Rationale is clearly provided for each objective and
thoroughly explains the relationship of the findings to the topic
and proposed intervention.Rationale for How Proposed Project
and Objectives Advocate for Autonomy and Social Justice for
Individuals and Diverse Populations (C1.5)25.0%Rationale for
how proposed project and objectives advocate for autonomy and
social justice for individuals and diverse populations is
omitted.Incomplete rationale for how proposed project and
objectives advocate for autonomy and social justice for
individuals and diverse populations is presented. Advocacy is
not established.Rationale for how proposed project and
individuals and diverse populations is summarized. Some
advocacy is established.Rationale for how proposed project and
individuals and diverse populations is presented. Advocacy is
generally established.Well-supported rationale for how
proposed project and objectives advocate for autonomy and
social justice for individuals and diverse populations is
presented. Advocacy for autonomy and social justice for
individuals and diverse populations is clearly
established.Organization and Effectiveness15.0%Thesis
Development and Purpose5.0%Paper lacks any discernible
overall purpose or organizing claim.Thesis is insufficiently
developed or vague. Purpose is not clear.Thesis is apparent and
appropriate to purpose.Thesis is clear and forecasts the

development of the paper. Thesis is descriptive and reflective of
the arguments and appropriate to the purpose.Thesis is
comprehensive and contains the essence of the paper. Thesis
statement makes the purpose of the paper clear.Argument Logic
and Construction5.0%Statement of purpose is not justified by
the conclusion. The conclusion does not support the claim
made. Argument is incoherent and uses noncredible
sources.Sufficient justification of claims is lacking. Argument
lacks consistent unity. There are obvious flaws in the logic.
Some sources have questionable credibility.Argument is
orderly, but may have a few inconsistencies. The argument
presents minimal justification of claims. Argument logically,
but not thoroughly, supports the purpose. Sources used are
credible. Introduction and conclusion bracket the
thesis.Argument shows logical progressions. Techniques of
argumentation are evident. There is a smooth progression of
claims from introduction to conclusion. Most sources are
authoritative.Clear and convincing argument that presents a
persuasive claim in a distinctive and compelling manner. All
sources are authoritative.Criteria 3Mechanics of Writing
(includes spelling, punctuation, grammar, language
use)5.0%Surface errors are pervasive enough that they impede
communication of meaning. Inappropriate word choice or
sentence construction is used.Frequent and repetitive
mechanical errors distract the reader. Inconsistencies in
language choice (register), sentence structure, or word choice
are present.Some mechanical errors or typos are present, but
they are not overly distracting to the reader. Correct sentence
structure and audience-appropriate language are used.Prose is
largely free of mechanical errors, although a few may be
present. A variety of sentence structures and effective figures of
speech are used.Writer is clearly in command of standard,
written, academic English.Format5.0%Paper Format (use of
appropriate style for the major and assignment)2.0%Template is
not used appropriately or documentation format is rarely
followed correctly.Template is used, but some elements are

missing or mistaken; lack of control with formatting is
apparent.Template is used, and formatting is correct, although
some minor errors may be present.Template is fully used; There
are virtually no errors in formatting style.All format elements
are correct.Documentation of Sources (citations, footnotes,
references, bibliography, etc., as appropriate to assignment and
style)3.0%Sources are not documented.Documentation of
sources is inconsistent or incorrect, as appropriate to
assignment and style, with numerous formatting errors.Sources
are documented, as appropriate to assignment and style,
although some formatting errors may be present.Sources are
documented, as appropriate to assignment and style, and format
is mostly correct.Sources are completely and correctly
documented, as appropriate to assignment and style, and format
is free of error.Total Weightage100%

Business Plan18 April, 2021

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