The document provides templates and examples for creating business plans, including sections on vision, mission, objectives, strategies and plans. It includes a sample business plan for a company called "Women Helping Women in Business, Inc." that aims to support women entrepreneurs. Additional templates provide guidance on creating a one-page business plan, tracking sales conversion rates, and setting sales and marketing targets.

1. Spring Cleaning: Planning Tools and
Tactics
Workbook
C o u r t e s y o f T e d C r e i g h t o n
F o c a l P o i n t C o a c h i n g – G T A W e s t
t c r e i g h t o n @ f o c a l p o i n t c o a c h i n g . c o m
@ C o a c h T C r e i g h t o n
( 4 1 6 ) 6 0 5 - 0 2 8 9

2. Business Plan
V i s i o n
M i s s i o n
O b j e c t i v e s
S t r a t e g i e s
P l a n s
W h a t a r e y o u t r y i n g t o b u i l d ?
W h y d o e s t h i s b u s i n e s s e x i s t ?
W h a t a r e y o u w o r k i n g t o w a r d s a n d h o w
w i l l y o u m e a s u r e i t ?
H o w w i l l y o u g e t t h e r e ?
W h a t s p e c i f i c w o r k n e e d s t o b e d o n e ?

3. Women Helping Women in Business, Inc.
S a m p l e B u s i n e s s P l a n
V i s i o n
M i s s i o n
O b j e c t i v e s
S t r a t e g i e s
P l a n s
W i t h i n t h e n e x t f i v e y e a r s b e c o m e n a t i o n a l l y
k n o w n a u t h o r , p u b l i s h e r a n d c o n s u l t a n t s
s e r v i n g w o m e n e n t r e p r e n e u r s a n d i n d e p e n d e n t
b u s i n e s s o w n e r s b y c r e a t i n g w o m e n - f r i e n d l y
b u s i n e s s b o o k s , t a p e s , C D s , w o r k s h o p s …
s u p p o r t e d b y a n a t i o n a l n e t w o r k o f c e r t i f i e d
S i m p l i f y t h e b u s i n e s s o f b u s i n e s s f o r w o m e n
e n t r e p r e n e u r s !
• G e n e r a t e $ 2 1 5 , 0 0 0 i n t o t a l r e v e n u e s i n
2 0 1 8 .
• A c h i e v e p r o f i t b e f o r e t a x o f $ 1 1 0 , 0 0 0 .
• L a n d 2 0 n e w c l i e n t s , g e n e r a t e a t l e a s t
$ 1 0 0 , 0 0 0 i n c o a c h i n g r e v e n u e .
• S e l l 3 , 0 0 0 “ W o m e n i n B u s i n e s s ” b o o k s
g e n e r a t i n g $ 3 0 , 0 0 0 i n s a l e s .
• C o n d u c t m o n t h l y w o r k s h o p s , g e n e r a t e
m i n i m u m o f $ 6 0 , 0 0 0 .
• R e c r u i t / t r a i n a t l e a s t 1 0 c e r t i f i e d “ W o m e n
i n B u s i n e s s ” P r a c t i t i o n e r s b y 1 2 / 3 1 .
• S p e a k a t l e a s t t w i c e a m o n t h ; t a r g e t o f 3 0
• B e c o m e n a t i o n a l l y k n o w n a s “ t h e ” r e s o u r c e
f o r w o m e n i n b u s i n e s s .
• U s e n e t w o r k / p e r s o n a l c o n t a c t s t o c r e a t e
o p p o r t u n i t i e s t o s p e a k , g e t r e v i e w s , a r t i c l e s
p u b l i s h e d
• S e l f p u b l i s h t o s t a r t , p r o v e m a r k e t a b i l i t y ,
s e e k n a t i o n a l p u b l i s h e r
• C o n t i n u e t o t u r n c o a c h i n g / c o n s u l t i n g
p r o c e s s e s i n t o p r o d u c t s ; p r o d u c t s i n t o
p r o g r a m s
• C r e a t e p r o d u c t s & p r o g r a m s f o r o t h e r s t o
s e l l t h a t s e r v e t h e e n t r e p r e n e u r i a l m a r k e t
• S e e k e n d o r s e m e n t s / a p p r o v a l / i n t r o s / q u o t e s
f r o m n o t e d a u t h o r s , C E O s , S B A
• E x i t s t r a t e g y : s e l l t o m a j o r p u b l i s h e r o r
• D e v e l o p p u b l i c i t y & m a r k e t i n g p l a n b y
2 / 2 8 .
• D e v e l o p W o m e n i n B u s i n e s s p r a c t i t i o n e r s
p r o g r a m b y 3 / 3 1 .
• C o n t r a c t w / A u d i o D e s i g n s f o r C D
p r o d u c t i o n b y 6 / 3 0 .
• S u b m i t a r t i c l e s t o I n c , E n t r e p r e n e u r , H o m e
B a s e d B u s i n e s s f o r D e c . p u b l i c a t i o n b y
7 / 3 1 .
• C o m p l e t e m a i l i n g t o 2 5 0 t r a d e a s s o c i a t i o n s
b y S e p t . 1 s t f o r 2 0 1 0 s p e a k i n g e n g a g e m e n t s
• C o m p l e t e “ S t r e s s F r e e S e l l i n g ” C D b y
1 0 / 3 1 .
•

4. Your One-Page Business Plan
B u s i n e s s P l a n
V i s i o n
M i s s i o n
O b j e c t i v e s
S t r a t e g i e s
P l a n s

7. Your Sales/Marketing Sales Conversion Rates
Line of business: Consulting Services Training
Lead to prospect conversion rate 30% 20%
Lead to prospect ratio 3 5
Prospect to Proposal conversion rate 50% 30%
Prospect to proposal ratio 2 3
Proposal to client conversion rate 33% 40%
Proposal to client ratio 3 3
Your Sales/Marketing Targets Worksheet
Line of business: Consulting Services Training
Desired monthly revenue 4,167 4,167
Amount of average sale 2,000 8,000
Number of sales needed per month 2 1
Proposal to client ratio 3 3
Number of sales conversations needed per month 6 1
Prospect to proposal ratio 2 3
Number of prospects needed per month 13 4
Lead to prospect ratio 3 5
Number of leads needed per month 42 22

8. Your Sales/Marketing Sales Conversion Rates
Line of business: Consulting Services Training
Lead to prospect conversion rate
Lead to prospect ratio
Prospect to Proposal conversion rate
Prospect to proposal ratio
Proposal to client conversion rate
Proposal to client ratio
Your Sales/Marketing Targets Worksheet
Line of business: Consulting Services Training
Desired monthly revenue 4,167 4,167
Amount of average sale 2,000 8,000
Number of sales needed per month 2 1
Proposal to client ratio
Number of sales conversations needed per month 0 0
Prospect to proposal ratio
Number of prospects needed per month 0 0
Lead to prospect ratio
Number of leads needed per month 0 0
Y o u r n u m b e r s :