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Microsoft Word Document

Action Plan for Advisors/Clients for Business Plan

This document is a check list for the advisor to use as an action plan and assigment recommendations to enable the client to tackle the Business Plan task. We recommend you not assign more than three chapters per contact.

The Interactive Business Plan will show you what to include in your business plan. The first step in preparing a business plan is to figure out what questions you have to answer. The IBP has 11 sections and each section has several topics. Through this series of sections and topics, the IBP will walk you through what should be included in your business plan.


Download Action Plan for Advisors and Clients - Business Plan.doc (149 KB)




One of many Resources offered. 
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