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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:
Successfully completing this course is a requirement of Level 1 of the Certified StratPad Coach program.
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|Section 1: Introductions|
Intro to Certified StratPad Coach ProgramPreview
Intro to This CoursePreview
Getting Started With Your ClientPreview
Additional StratPad Resources
|Section 2: Write Your Plan|
Create / Select / Delete a PlanPreview
About Your CompanyPreview
Linking a Plan to an Accounting File
Linking a plan
Narrative, Numbers and Iterating
Introduction to Lew's Food Truck
Reports are created instantly
Projects - Create the Framework
Projects - Add the Numbers 1 (The Basics)
Loans and Assets
Assets and Loans
Projects - Add the Numbers 2 (Detailed and Overlapping)
Projects - Add the Numbers 3 (Seasonal and Multi-Year)
Creating Projects for Ongoing Companies
AR and AP Days
AR & AP days
|Section 3: Reports|
|Section 4: Track Your Progress|
Adding a Chart
Types of charts
Viewing/Editing/Printing/Deleting a Chart
Delete a chart
|Section 5: Sharing Your Plan|
Sharing and Unsharing A Plan
Sharing a plan
|Section 6: Final Steps|
Recap: A Quick What-If Scenario
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.
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