:: Instructor-led Classes

Roadmap to Success: How to Write a Business Plan

To register, visit the SBDP website.

Course Details

Roadmap to Success: How to Write a Business Plan provides a practical, step-by-step instruction in how to develop a business plan for a small business start-up or expansion. Upon completion this Plan can be submitted to a financial institution or private investor for funding or used for implementation. Emphasis on importance of the plan components, format, marketing and financial projections and analysis.


Upon completion of this course, the participant should be able to:

  1. Demonstrate an understanding of the purpose, guidelines and components of a business plan
  2. Explain the planning process
  3. Follow the guideline for preparing a business plan
  4. Understand the role and importance of the Balance Sheet, Profit and Loss Statement, Break Even Analysis and 12 and 24 month Cash Flow Statements in the Plan
  5. Understand how to research target markets, demographics, and competitors
  6. Relate each of the major elements of a business plan to his/her present or contemplated business
  7. Access local and internet sources of help and guidance for Small Business Start Ups (including the City of Austin Small Business Development Program)

Business Success Skills Certificate Program

This class is eligible for the Business Success Skills Certificate Program. Participants who complete six classes will receive a framed gold seal Business Success Skills Certificate jointly from both The University of Texas at Austin Professional Development Center and City of Austin Small Business Development Program.


Understanding the various components that comprise a business plan is necessary for any small business owner to establish a road map and direction for their business and secure financing for staffing, operations, materials, equipment and future growth. This course will enable students to review all components of a Business Plan and apply learned concepts in developing a plan for their own business.

Required Material

  • One three-ring loose leaf binder (1-1/2 inch) with clear plastic cover insert
  • 12 tab table of contents

Prior to Class

Email instructor a short bio of work experience, education, area of interest for starting a small business (if known) and projected time frame

Type of Course

Short Course -- 6 hours

Course Outline:

SESSION I (3 Hours)

Part 1: Laying The Foundation -- 1.5 hours

  • Introductions
  • Overview of Course
  • Why Develop a Business Plan?
  • Strategic Planning -- A Brief Overview
  • Components of Your Business Plan -- Your Plan's “Curb Appeal”
  • Cover Sheet
  • Table of Contents
  • Executive Summary (write this part last!)
  • Company Overview

Part 2: Services & Market Analysis Summary -- 1.5 hours

  • Product and Service Description -- Why Your Business Exists
  • Market Analysis Summary

SESSION II (3 hours)

Part 3: Services & Market Analysis Summary (cont’d) & Management Plan -- 1.5 hours

  • Marketing and Sales Strategy
  • Internet Strategy
  • Management and Personnel Plan -- Your Success Team!

Part 4: Financial Plan -- 1.5 hours

  • Financial Plan
  • Break Even Analysis
  • Projected Profit and Loss
  • Projected Cash Flow - The Lifeblood of Your Business
  • Projected Balance Sheet
  • Business Ratios

APPENDIX: Supporting Documents

Summary and Guide to Resources for Continued Development

City of Austin Small Business Development Program



Questions about this course?

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