1. commonfiles/templates/business action plan-english
AnewAmericaNAME: BUSINESS:
BUSINESS PLAN STATUS:
TARGET LAUNCH
DATE:
The Business Planning & Implementation Action Areas that require
my attention are:
What level of TA do I
requie to take
action?
Customer Focused Area
Action Next Steps I need to take are… How will this better serve my customers?
To get this done, I need
the following things…
I will get this
done by…
PRODUCT DEVELOPMENT
Product/Service evaluated by AnewAmerica & clients
Product Sample (including product packaging)
Work process developed
Materials & Supplies
Equipment & Machinery
Costs/profits measured & reflect cash flow
MARKETING : Know your customer!
Marketing Action Plan
Knowledge of clients/segmentation
Knowledge of competition and your positioning
Pricing structure & price sheet
Promotional collateral (logo, biz cards, letterhead)
Distribution Channels identified (direct mail, media)
Prospect list developed
FINANCING
Cash flow projection completed
Amount of financing needed/currently saved
Source(s) for capital needs
Business Plan in English (if needed)?
LEGAL AND RISK MANAGEMENT
Legal structure established
Obtained permits/licenses (tax certificate)
Contract templates developed (sales, sourcing, etc)
Insurance obtained
OPERATIONS/MANAGEMENT
HR structure (org chart, job descriptions, policies.)
Billing/Collection structure
Accounting system (expenses/receivables)
Procedural work plan (policies, safety issues)
Business Bank Account
Customer service policy developed
ASSETS DEVELOPMENT
Personal financial plan developed
Home purchase plan
Savings, investments, retirement account, etc.
OTHER
VOLUNTEER NOTE: TA does not mean people will do your work for you. Our volunteers are busy professional who seek to share of themselves in short intervals
over a period of time. They seek to coach and guide: you must make things happen. Don't wait or hurry for others, move at a pace you're comfortable with.
Needs for Technical Assistance Delivery: Info, Forms, Ops, Strategy
Microentrepreneur Action PLAN