Certified StratPad Coach - Level 1: Business Plan Expert
4.5 (4 ratings)
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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.
4.5 (4 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
61 students enrolled
Created by Alex Glassey
Last updated 7/2015
English
Price: $50
30-Day Money-Back Guarantee
Includes:
  • 2 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • 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.
View Curriculum
Requirements
  • Students must have a StratPad Unlimited account and have taken the "Financial Statements Made Easy" 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.

Who is the target audience?
  • This course is for consultants, coaches, mentors, educators and accountants who help their clients plan their business.
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Curriculum For This Course
29 Lectures
01:48:36
+
Introductions
3 Lectures 07:06
+
Write Your Plan
17 Lectures 59:25

New plan
1 question


Linking a Plan to an Accounting File
01:34

Linking a plan
2 questions

Narrative, Numbers and Iterating
02:27

Introduction to Lew's Food Truck
01:28

Discussion
02:08

Reports are created instantly
2 questions

Projects - Create the Framework
03:01

Projects - Add the Numbers 1 (The Basics)
05:01

Numbers (1)
3 questions

Loans and Assets
05:57

Assets and Loans
2 questions

Projects - Add the Numbers 2 (Detailed and Overlapping)
05:57

Numbers (2)
2 questions

Projects - Add the Numbers 3 (Seasonal and Multi-Year)
10:08

Numbers (3)
4 questions

Creating Projects for Ongoing Companies
01:47

AR and AP Days
02:48

AR & AP days
1 question

Equity Investments
02:47

Equity Investments
1 question

Opening Balances
00:48

Objectives
06:25

Objectives
2 questions

Activity
02:21
+
Reports
2 Lectures 06:05
Report Options
02:20

Exporting Reports
1 question

Report Overview
03:45
+
Track Your Progress
2 Lectures 07:06
Adding a Chart
02:45

Types of charts
1 question

Viewing/Editing/Printing/Deleting a Chart
04:21

Delete a chart
1 question
+
Sharing Your Plan
1 Lecture 02:53
Sharing and Unsharing A Plan
02:53

Sharing a plan
1 question
+
Final Steps
3 Lectures 09:55
Recap: A Quick What-If Scenario
06:01

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.

Next Steps...
01:23

Using StratPad resources to support your clients and build your practice
02:31
+
Practical Advice on Building Your Practice
1 Lecture 16:06

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.

Increase Your Annual Billings By Asking Clients These Three Questions
16:06
About the Instructor
Alex Glassey
4.2 Average rating
282 Reviews
12,474 Students
3 Courses
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,

Alex

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