The One Page Business Plan captures the critical elements of a business plan on a single page using key words and short phrases. There is no room for fluff. --every word counts.This book, with interactive CD, guides new entrepreneurs and seasoned business owners through a step-by-step process to create business plans that are incredibly focused and clear!

The One Page Business Plan: Financial Services Edition

The One Page Business Plan is absolutely the fastest, easiest way to teach business planning in a financial services firm. Using the One Page Plan methodology, we provide easy to use templates with best practice examples based on the thousands of One Page Business Plans that have been created by some of the most successful financial advisors in the industry over the last 13 years.

Simpler is Better
This practical workbook style, planning tool is the ideal leader’s guide and participant workbook rolled into one. Facilitators will enjoy the direct, easy to use worksheets combined with compelling samples that make completing every stage of the one-page planning process easy and fun at the same time. This workbook can be used to get any training audience through the valuable experience of business planning in just a few hours. Teach planning as one course or break it down into 5 separate components to shorten training and give participants time to edit and refine each stages work before starting the next. At the end, you and your participants will have a new appreciation for planning…planning that facilitates and focuses--DOING!

One page planning can be split into 5 mini-courses or activity steps:
Vision Stage -- the passion
Mission Stage -- what's in it for the customer
Objectives Stage -- know what you need to achieve
Strategies Stage -- the track to success
Plans Stage -- how and why, the doing!

The work from the five stages is distilled to a single page making this process relevant to any planning or organizing challenge.

Use One-Page Business Plans for:

• Teaching planning and organizing
• Developing One Page Plans for sales agents.
• Developing an annual plan for your training department, or for each trainer.
• Teaching project planning.
• Tying disparate parts of the organization together under one flag.
• Aligning activity and effort with business priorities.
• Adding/refining a business planning section to any performance management system or performance management training.
• Leading goal setting/planning with any group.
• Developing strategic plans that are useable and actionable.

Benefits:
-Teaches complete business thinking and planning
-Makes plans useable tools instead of intellectual exercises.
-Methodology is flexible to planning any organized activity.
-Unifies disparate teams, departments, divisions and people together under one vision.
-Simplifies planning, enabling it to be part of continuous performance management.
-Improves business decision making by causing problems/challenges to be anticipated.
-Aligns goal driven activity with strategic priority.

Some folks hate to write in the book! So we listened... now 22 exercises from the book are available in Microsoft Word. If you prefer to brainstorm or do the exercises with your word processor... it's easy, just open the CD toolkit, select the appropriate page and begin typing! Each CD contains:

• Interactive Exercises & Templates Entrepreneurs tell us they love the interactive exercises, but some hate to write in the book! We listened... now 22 exercises from the book are available in Microsoft Word. If you prefer to brainstorm or do the exercises with your word processor... it's easy, just open the CD toolkit, select the appropriate page and begin typing!
• Powerful Sales Calculator Estimating sales can be difficult! We've made it simple! The Entrepreneur's Toolkit CD contains three ready made Sales Calculators* that allow you to perform multiple "what-if sales scenarios". It also contains a mini-sales budgeting system. This is a great tool for entrepreneurs who are intimidated by the "numbers" associated with business!
• One Page Performance Scorecards Tracking business goals monthly is critical to achieving success... and it's easy to do with the One Page Performance Scorecards using the pre-formatted Excel spreadsheets. Create a Scorecard for each Objective on your One Page Business Plan. Comparisons to Budget, Forecast and Last Year are quick and easy!
• One Page Budget Worksheet Every business needs a budget... especially small ones! The One Page Budget Worksheet makes creating a 12 month Income and Expense Statement simple and easy. Use a Sales Calculator to help determine revenues, estimate your expenses and presto... you have a budget!
• Over 20 Additional Sample Plans... PLUS 10 Bonus Tools Your CD toolkit includes over twenty additional sample One Page Business Plans accessible with Microsoft Word® (including four non-profit plans). PLUS... Your CD Toolkit contains 10 additional practical and powerful bonus tools!
• And, From HRD Press, 17 Project Templates and Worksheets Anyone will manage projects more effectively and efficiently with these worksheets and checklists. Includes templates for a Project Charter, Risk Assessment, Project Status Report, Demonstrating Feasibility, Responsibility/Accountability Matrix and more.