Program Objectives:

  • Facilitate training and business advice for 10 to 20 aspiring and established business owners, create jobs and strengthen communities
  • Provide 6 learning sessions to assist business owners in developing a cash flow projections growth plan for their business
  • Facilitate learning sessions where participants are introduced to topics and practical information necessary for running the day-to-day operations of a growing business
  • Develop interactive learning sessions where participants hear from and interact with the facilitator who shares practical information on business management and then, from a panel of experienced subject matter experts with various perspectives and different backgrounds
  • Facilitate opportunities for participants for hands on learning, interaction with other participants and interaction with practitioners and subject matter experts
  • Create environments for learning with participants at similar growth points
  • Help owners understand their pricing model, profit margins, monthly expenses and revenue and sales goals
  • Measure the learning of presented information with weekly homework assignments and a final cash flow projections presentation

To graduate, you will need to:

  • Attend all 6 virtual three-hour class once a week from 6pm -9:30pm and you must keep the camera on for the entire session.
  • The business owner named on the application must participate in the entire program. A partner, spouse or subordinate cannot attend any session on behalf of the business owner.
  • In the case of an emergency in which a participant misses a session, he/she may continue in the program but will not be considered as completing the program.
  • Complete all weekly homework as assigned by the facilitators before the next class.

6 Sessions via Zoom

Class Schedule:

  • 1/1/2024
  • 1/2/2024
  • 1/8/2024
  • 1/15/2024
  • 1/22/2024
  • 1/29/2024

Essential Tools

LEARNING SESSIONS

Week One: 6pm to 9:30pm | Zoom Log-In for Businesses 

Topic: Program Overview and Steps 1- 5

Facilitator: Will Holmes

During this 3-hour session, we will discuss the goals of the program, expectations and the following Steps:  

  1. Prepare Your Mind for the Journey 
  2. Evaluate the Opportunity 
  3. Choose Your Profit Goal
  4. Know Your Customer and Find the Need
  5. Identify Partners, Key Advisors and Mentors 

Click here for Week One Homework

Resources:

Week 1 Presentation PDF 

Videos on Cash Flow Projections and Common Challenges 

 

Week Two: 6pm to 9:30pm | Zoom Log-In for Businesses 

Topic: Steps 6- 9

Facilitator: Will Holmes

During this 3-hour session, we will discuss the following Steps:  

6. Become Familiar with Human Resources, Taxes and Insurance Regulations
7. Utilize Cash Flow Projections to Plan Your Growth
8. Prepare Yourself and Your Family 
9. Improve Your Credit 

7pm to 8pm Panel: Human Resources, Law, Taxes and Building a Sustainable Business 

Click here for Week Two Homework

Resources:

Week 2 Presentation PDF 

Additional Resources 

Videos: Human Resources, Law, Taxes and Insurance

 

 

Week Three: 6pm to 9:30pm | Zoom Log-In for Businesses 

Topic: Steps 10- 15

Facilitator: Will Holmes

During this 3-hour session, we will discuss the following Steps:  

10. Define and Integrate Your Marketing, Sales, Customer Service and Operational Processes 
11. Write Your Business Plan
12. Establish Your Company and Your Digital Presence 
13. Open Bank Accounts and Establish Business Credit 
14. Update Your Budget and Implementation Strategy 
15. Identify Your Team and Establish Roles and Accountabilities 

Click here for Week Three Homework

Resources:

Week 3 Presentation PDF

Videos: Leading People and Planning for Growth 

Week Four: 6pm to 9:30pm | Zoom Log-In for Businesses 

Topic: Steps 16- 21

Facilitator: Will Holmes

During this 3-hour session, we will discuss the following Steps:  

16. Finalize Customer Experience and Lifecycle 
17. Finalize Operational Processes 
18. Create Finalized Budget 
19. Create Company Handbook and Performance Management Policies 
20. Finalize Standard Operating Procedures 
21. Secure Capital 

Click here for Week Four Homework

Resources:

Week 4 Presentation PDF

Videos: Building a Sustainable Organization 

 

 

Week Five: 6pm to 9:30pm | Zoom Log-In for Businesses 

Topic: Steps 22- 26

Facilitator: Will Holmes

During this 3-hour session, we will discuss the following Steps:  

22. Establish Recruitment Plan and Hire Key Roles 
23. Implement Phase One of Infrastructure Building and Begin testing Your Systems
24. Implement Marketing Strategy and Start Selling 
25. Refine Internal Process and Develop Your Team and Leaders 
26. Get Out of the Day-To-Day

Panel: Marketing Essentials

Click here for Week Five Homework

Resources:

Week 5 Presentation PDF

Videos: Building a Sustainable Business 

Videos: Marketing and Selling B2B, B2G, B2C 

 

 

Week Six: 6pm to 9:30pm | Zoom Log-In for Businesses 

Topic: Steps 27- 30 and Graduation 

Facilitator: Will Holmes

During this 3-hour session, we will discuss the following Steps:  

27. Make Time to Innovate 
28. Evaluate Growth Strategies, Acquiring Assets and Other Investments 
29. Build Value and Work Towards Your Exit Strategy 
30. Exit
 
Graduation and Completion of Course!