Certified StratPad Coach - Level 1: Business Plan Expert

Use StratPad to help your clients plan their business and create banker-ready business plans and financial projections.
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  • Lectures 29
  • Length 2 hours
  • Skill Level Intermediate Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 1/2015 English

Course Description

This course is designed for consultants, coaches, mentors, educators and accountants who want to use StratPad Cloud with their clients. It provides an in-depth review of StratPad Cloud and its material. The course is comprised of a series of short videos, most of which are followed by a quiz. There is also a 10-question final quiz.

The course helps strategy and business planning professionals increase their service offerings by creating high quality strategic plans and business plans with full financial projections. By taking this course:

  • You will offer your clients additional high-value services.
  • You will markedly differentiate yourself and your firm from competitors.
  • You will gain two unique marketing approaches that will generate new business for you and your firm.
  • You will learn how to generate additional annual revenues in the thousands or tens of thousands of $.
  • Our tools and workshops naturally support your highest-value services and promote on-going client engagements.
  • You’ll be recognized by StratPad as a partner with whom to pursue other initiatives.

Successfully completing this course is a requirement of Level 1 of the Certified StratPad Coach program.

What are the requirements?

  • Students must have a StratPad Unlimited account and have taken the "Financial Statements Made Easy" course.

What am I going to get from this course?

  • Demonstrate mastery of StratPad Cloud to prepare strategic plans, business plans and financial forecasts.
  • Able to use StratPad Cloud to quickly create and adjust what-if scenarios.
  • Gain detailed knowledge of every report, chart and integration.

Who is the target audience?

  • This course is for consultants, coaches, mentors, educators and accountants who help their clients plan their business.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Introductions
Intro to Certified StratPad Coach Program
Intro to This Course
Getting Started With Your Client
Additional StratPad Resources
1 question
Section 2: Write Your Plan
Create / Select / Delete a Plan
New plan
1 question
About Your Company
Linking a Plan to an Accounting File
Linking a plan
2 questions
Narrative, Numbers and Iterating
Introduction to Lew's Food Truck
Reports are created instantly
2 questions
Projects - Create the Framework
Projects - Add the Numbers 1 (The Basics)
Numbers (1)
3 questions
Loans and Assets
Assets and Loans
2 questions
Projects - Add the Numbers 2 (Detailed and Overlapping)
Numbers (2)
2 questions
Projects - Add the Numbers 3 (Seasonal and Multi-Year)
Numbers (3)
4 questions
Creating Projects for Ongoing Companies
AR and AP Days
AR & AP days
1 question
Equity Investments
Equity Investments
1 question
Opening Balances
2 questions
Section 3: Reports
Report Options
Exporting Reports
1 question
Report Overview
Section 4: Track Your Progress
Adding a Chart
Types of charts
1 question
Viewing/Editing/Printing/Deleting a Chart
Delete a chart
1 question
Section 5: Sharing Your Plan
Sharing and Unsharing A Plan
Sharing a plan
1 question
Section 6: Final Steps
Recap: A Quick What-If Scenario
Final Exam
4 questions

We've attached the Stratfile for Lew's Food Truck that was prepared during these lessons. Use the following link to download it to your computer and then Import it from inside StratPad Cloud.

Using StratPad resources to support your clients and build your practice
Section 7: Practical Advice on Building Your Practice

This 16-minute video will give you a quick primer on a quick and effective way to pinpoint your clients' pain points and work together to solve them. It will give you three questions to ask in order to apply what you've learned from this course to your practice.

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Instructor Biography

Alex Glassey, Teacher, Speaker, Entrepreneur

Hi there! I'm a strategy and business prof who likes to keep things simple. I'm also an entrepreneur who's been through the wringer a time or two. See the grey hair? Yes, there's lots of it. Want to know why? Because each of these grey hairs came from a problem, an issue, a challenge in one of my companies. Well, some of them came from my two kids but that's a whole other story!

You know what I wish? I wish some grey-haired guy had shared his experiences with me 34 years ago when I started out as an entrepreneur. Would've saved me so much time and money. Except, I guess, there was no Internet back then. Or computers. Or Udemy. Oh well, never mind... :-)

My courses are all designed to help small business people. Each lesson is short - a minute or two, most of them - because who's got the time? Plus, I believe that short and simple is better. Oh, and they're free so you can just jump right in and get what you need.

Full disclosure: I also own StratPad, a software company that helps entrepreneurs create business plans. So some of the lessons have StratPad's logo on them. Hope you don't mind. Who knows, though? You just might need a business plan some day and then you can try StratPad for free.

Enjoy the lessons, I hope they help you, and feel free to tell me about your business adventures on Twitter and LinkedIn. I'd love to hear your stories!

All the best,


P.S. Here's some more details about me and my grey hair...

• serial entrepreneur working on 4th startup
• founder/designer of StratPad (cloud software that creates business plans for entrepreneurs)
• adjunct professor of business strategy and planning, Royal Roads University
• MBA from Kellogg School of Management, Northwestern University
• former "big-five" management consultant

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