
Discover how to build an actionable business plan schedule in Excel, focusing on pre‑planning, tasks, dependencies, and timelines, with a downloadable completed workbook.
Meet a finance and entrepreneurship expert with 20+ years guiding startups, planning and writing business plans, and providing financial modeling as an interim CFO and advisor.
Understand the Udemy course review system, with star ratings or ask me later or at the end, and see how constructive feedback guides instructors and course improvements.
Explore Excel basics by learning cells, workbooks, and sheets, plus essential formatting, formulas, and data presentation. Master copying, pasting, format painter, and currency formatting to organize data efficiently.
Master essential Excel basics by creating tables, applying professional formatting and borders, using formulas and AutoSum, and building clear charts for reports and dashboards.
Open a workbook, save your business plan project schedule, and list phase one tasks. Define your vision, identify essential skills, and set start and end dates for the self assessment.
Define the opportunity through market research, assess market size and competitors, and identify needed resources and operating costs, preparing for phase 3 risk evaluation.
Evaluate market size and rivalry to identify demand and competitive gaps, then determine resources, operating costs, and financial requirements to project profitability and refine strategy.
Phase four deepens market analysis by defining the market through demographics such as age, gender, and location, identifying competitors, and shaping the marketing plan to turn insights into profit.
Format a project timeline in a spreadsheet by resizing columns, setting July dates, and applying bold headers, borders, and phase colors.
Learn how to format a project plan template with borders, indenting, and selective highlighting; establish a grid for dates, set borders, and schedule tasks over a month with flexible timing.
Define your business vision, lay out a color-coded, day-by-day project plan, and move through market research, conduct interviews, identify resources, and assess operating costs.
Schedule a market-focused analysis by allocating days to evaluate market size, assess competition, determine financial needs and profitability, and review strategy, with practical excel tips like freeze panes.
Turn your pre-writing into a complete business plan with the project plan, covering market research, management team, profitability, marketing strategy, and the vision and mission.
Explore 2023 entrepreneur trends, including accelerated digital transformation with AI, VR, AR, and Internet of Things; inflation, supply chain security, sustainability, immersive customer experiences, and the globalization of talent.
Are You An Entrepreneur or Business Owner?
Do You Need To Write A Business Plan But Aren't Sure How To Go About It?
Do You Need Structure To Help You With Your Business Plan?
If You Answered "Yes" To Any Of The Above, Look No Further. This Is The Course For You!
*** Updated with new content! ***
Enroll today and join the 100,000+ successful students I have taught as a Top Rated Udemy instructor!
Three reasons to TAKE THIS COURSE right now:
You get lifetime access to lectures, including all new lectures, assignments, quizzes and downloads
You can ask me questions and see me respond to every single one of them thoroughly!
You will are being taught by a professional with a proven track record of success!
Bonus reason: Udemy has a 30 day 100% money back guarantee if for some reason you don't enjoy the course!
Recent Review:
Johan J. says "Great course on setting up an actionable plan to build a business plan. Just to make sure people are clear, this is all about scheduling and planning, mapping out your business plan so when it comes time to write, you hit the ground running. Basically like project planning for your business plan. Definitely recommend for entrepreneurs, will help keep you on task."
Why You Should Take This Course With Me:
Writing a business plan is an important part of the business development stage. Most entrepreneurs do not fully understand the time commitment and importance of dedicating yourself to writing a fully vetted, investor quality business plan. By planning in advance, you can ensure that you have a realistic idea of the time commitment, and you can hold yourself accountable to the schedule. As well, you won't miss or skip over any important "must haves" in your business plan. Spending a bit of time up front planning will help immensely, and that is what we are here to learn in this course.
What We Learn In The Course:
Learn the basics of Excel - no experience is necessary
Determine what steps are necessary for preplanning your business plan
Determine what steps are necessary for the business plan writing phase
Plan a time schedule for each of the steps
Map the project plan in Excel
And more! By the end of the course you'll be a business planning expert!
At any point if you have a question, please feel free to ask through the course forum, I'd be happy to answer any and all questions.
***CLICK "BUY NOW" AND LEARN HOW TO SET UP A BUSINESS PLAN SCHEDULE NOW! ***
About The Instructor
Chris Benjamin, MBA & CFO is a seasoned professional with over 25 years experience in accounting, finance, financial reporting, small business and accounts receivable. Having spent the first 10 years of my career in corporate settings with both large and small companies, I learned a lot about the accounting process, managing accounting departments, financial reporting, external reporting to board of directors and the Securities and Exchange Commission, and working with external auditors.
The following 10+ years I decided to go into CFO Consulting, working with growing companies and bringing CFO level experience to companies. I help implement proper best business practices in accounting and finance, consult on implementation of accounting systems, implementing accounting procedures, while also still fulfilling the CFO roll for many of my clients which includes financial reporting, auditing, working with investors, financial analysis and much more.
Thank you for signing up for this course on Udemy. I look forward to being your instructor for this course and many more!
Chris Benjamin, Instructor, CFO & MBA