Small Business Planning Assessment Tool

Use this valuable assessment tool to help the client identify the top five challenges (problems, needs or opportunities) that are having the greatest impact on their business.

Download Planning Assessment Tool

Small Business Planning Model

This small business planning suite contains three basic parts.

  • The first part is this cover sheet and executive overview.
  • The second part is the business performance plan and budget that represents the combined front-office business functions that typically have a top-line impact on the business.
  • The third part is the business operations plan and budget that represents the combined back-office business functions that generally have a bottom-line impact on the business.

Download Planning Model