Business Plan Development

Over 24 hours of training to turn "I've got a great business idea!" into "Open for Business!" Existing businesses looking to pivot will also benefit. If you need a business loan, you will come away with everything you need to complete the application process.

Our extremely popular Business Plan Development Workshop series consists of 24 hours of hands-on training that will teach you how to transform your business idea into a completed Business Plan. A plan that will help you get clear on what you need to do in order to succeed in your business. Your Business Plan together with the 3-year Financial Forecast you will prepare in class are all you need to apply for your business loan. Includes email support and one-on-one coaching as required.

All workshops are led by Nicole Clark, Nicole has been training and coaching small business owners and entrepreneurs for over 30 years and has guided the success of over 500 small businesses in the South Okanagan -Similkameen region and around British Columbia over the past 6 years.

This robust program, spanning over seven weeks includes 10 two-hour workshops on Zoom meetings, one-on-one coaching, and a one-on-one review of your plan.

You will receive a business plan template, a 3-year financial forecasting workbook, all slides, access to recordings of all sessions for review at your leisure, and many supporting handouts in each section.

Workshops are held via video conference using Zoom meetings. A link will be sent once registration is confirmed.

If you prefer to pay by etransfer, please send $262.50 ($250 registration plus GST) to accounting@cfokanagan.com and mention the workshop in the notes section.

BONUS: Business Model Canvas Workshops (link will be sent by email) 1:00 to 3:00 pm

May 24, 2023: Business Model Canvas Part 1

May 25, 2023: Business Model Canvas Part 2

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Business Plan Development Program Overview: (all workshops from 1:00 to 3:00 pm)

June 19, 2023: Overview and Company Profile

June 21, 2023: Market Analysis

June 26, 2023: Marketing Part 1

June 28, 2023: Marketing Part 2

July 10, 2023: Human Resource Management

July 12, 2023: Operations Management

July 17, 2023: Review

July 19, 2023: Financial Management Part 1

July 24, 2023: Financial Management Part 2

July 26, 2023: Financial Management Part 3

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All workshops will be delivered via ZOOM meetings. Once you have registered you will receive an email with a link to our Zoom Room. All workshops are recorded and the recording along with a transcript is made available to participants.

The regular price of $1,000 +tax + applicable fees is being subsidized by Community Futures so your price is only $250 + tax + applicable fees.