Create your business plan with StratPad
4.4 (29 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
4,779 students enrolled

Create your business plan with StratPad

Create your business plan, step-by-step, with StratPad software. Start from scratch and finish this time tomorrow!
4.4 (29 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
4,779 students enrolled
Created by Alex Glassey
Last updated 10/2014
English [Auto-generated]
Price: $94.99
30-Day Money-Back Guarantee
This course includes
  • 1.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • A full business plan that is perfect for bankers, lenders and investors.
  • Answers to the key questions every entrepreneur is asked about their business.
  • Financial statement projections and worksheets that are created automatically.
  • Detailed reports that describe how the business will grow and be managed.
  • Sign up for your free 7-day StratPad account before you start this course. You'll need to upgrade to a paid account to print your final plan for only US$36.

This course helps entrepreneurs and startups create a banker-ready business plan from scratch using award-winning StratPad software.

Its 20 short lessons walk you through the creation of your business plan, step-by-step. Follow along in StratPad and you'll complete your business plan by the end of the course. You should be able to complete the course (and your business plan) in a single day.

You'll learn:

- the 7 key questions that you must answer to get a loan or investment
- how to break your plan down into manageable pieces
- the numbers you need to create your financial projections
- how to strengthen your plan with metrics
- how to build accountability into your plan

The course contains everything you need except for a StratPad account. Get your free 7-day StratPad account at the StratPad website.

Who this course is for:
  • This course is perfect for any entrepreneur or startup who needs a business plan to raise money. No prior business planning or financial knowledge is required.
  • This course is also suitable for consultants / mentors / accountants who want to use business planning software with their clients.
Course content
Expand all 21 lectures 01:33:59
+ Introduction & Overview
3 lectures 15:16

A brief introduction to this course, hosted by Alex Glassey.

Preview 02:36

Watch a brief overview of StratPad including some of its main features.

Preview 11:41

A quick tip on how to most effectively use StratPad while following the lessons.

Quick Tip
+ Get Started
3 lectures 05:34

Learn how to create and name a new plan, then learn how to share it with your team.

Create, Name & Share Your Plan

Describe your customers and clients.

Customers & Clients

StratPad automatically creates your reports as you go, allowing you to watch your plan as it takes shape.

Your Reports Are Created Automatically
+ Complete Your Basic Business Plan: Narrative and Numbers
6 lectures 44:14

Describe the key problems faced by your customers, how you address those problems, and how you intend to make money.

Telling Your Story

Give your audience a larger context and give your team focus by describing your long-term aspiration.

Aspiration and Strategy Statement

Describe the various groups of work will help you achieve your strategic goal.

Projects - An Introduction

If you're a startup, this video will explain how to structure your Projects to begin at square one.

Projects For Startups

If you have an existing business and want your plan to supplement it, this video explains how to factor that into your planning process.

Projects For Existing Businesses

Once you've written your narrative and created some Projects, you can see the reports start to come together dynamically.

Reports Overview
+ Add Details to Strengthen Your Story
2 lectures 11:00

Creating specific, measurable Objectives helps focus and align your staff, and keeps you accountable.


Once you've created your Objectives, you'll want to create more specific tasks that will help you hit your numbers.

+ Tune Up The Financial Info
6 lectures 13:34

How long does it take you to get paid? Use the slider bar to set your Accounts Receivable days.

Accounts Receivable

How long does it take you to pay your suppliers? Use the slider bar to set your Accounts Payable days.

Accounts Payable

Have you got cash from prior to the start of your plan? Note it in the Opening Balances section.

Opening Balances

If you've taken out a loan, you can add it to your plan here.


If you have any assets, you can add them to your Balance Sheet here.


Has anybody invested in your business? If so, you can add their investment to your plan in the Equity Investments section.

Equity Investments
+ Cut and Print!
1 lecture 04:21

So, you've finished your plan. Now what? A final overview and some tips for when you're ready to submit your plan. Congratulations!

Final Steps: Review and Print Your Business Plan