Training Materials

GUIDED Business Plan™ | Books + Course Training Materials

“These days anything that simplifies and supports is a slam dunk! Melanie’s GUIDED Business Plan™ training/workshop is exactly what busy professionals/entrepreneurs need to navigate the Business Plan process–it’s a compass in what can be a confusing process!”
-R. Dahl, Executive Director, Reno, NEVADA SBDC

GUIDED Business Plan™ | Facilitator Training Packages could include:

Personalized Books
 Presentations
 GUIDED Financial Projections spreadsheet
 Course Outlines
 Facilitator Binder (“Manual”)
 Digital Files
 Onsite Orientation (at your location)
 Online Orientation
 Plus more…

Business owners enjoy our approach because the majority of the work is completed during the class to avoid conflicting with work/home responsibilities. Your clients write the foundation of the business plan in the class and are more likely to return to the center for feedback. It increases the number of comprehensive business plans.

GUIDED Business Plan™ editions:

Books and Presentation Decks (license optional)
First Time CEO (new businesses)
Military CEO (veterans)
Millennial Start-Up (high school and college)
Founders Forum (established businesses)
Gear Up (project-based)

Books Only
Community (general)
Tech Start-Up (investor pitches)
GUIDED Sub-Contracting Plan™ (procurement/contracting)

Books and Presentation Decks (license required)
Starter (6-hour course for new and existing business owners)
Build to Scale (established businesses)

Please contact us at 888.523.5244 x704 to schedule a free demo.

 Affordable business planning books

GUIDED Business Plan™ training materials may be incorporated into your program several ways:

1. Books Only. A University professor could not find a book that complemented his existing presentations. He told us that he wished he had come across the GUIDED Business Plan™ two years earlier when he started teaching business plans. GUIDED Business Plan™ edition: Community (160 pages)

2. One Workbook for Multiple Audiences. A center with locations in multiple states wanted a book to use for three different audiences – a 14-week course, 6-week accelerated course and a community-centric class. GUIDED Business Plan™ edition: Community (160 pages)

3. Shorter Books with Presentation. A microenterprise center in the South choose GUIDED Business Plan™ in order to stand apart from similar organizations. After launching a successful pilot, they asked us if we had other course titles. GUIDED Business Plan™ edition: First Time CEO (52 pages)

4. Longer Book with Presentations. A center in the Midwest needed a custom course to meet the needs of a grant. They chose GUIDED Business Plan™ as an outsourced curriculum designer. They went from receiving a handful of completed business plans to having months-long waiting lists. They added more sessions and are expanding the program to other neighborhoods. GUIDED Business Plan™ edition: Custom (260 pages)

Visit (our bookstore) to view book descriptions.

We offer discounts of up to 30% to not-for-profit organizations.

Order Form | Request a Demo

The Guided Business Plan team looks forward to learning about your program goals. Please call us at 888.523.5244 x7074 to schedule a free demo of the GUIDED approach!