NxLeveL®
BUSINESS PLAN WORKBOOK
INTRODUCTION	1-1
How to Use the NxLeveL® Business Plan Workbook	1-1
NxLeveL® Business Plan Outline	1-2
Writing Hints	1-4
Using Your Plan	1-4
Session 1
Entrepreneurship: Startup & Growth	1-5
Entrepreneurial Traits Worksheet	1-5
Business Skills Worksheet	1-7
Personal and Family Considerations Worksheet	1-9
Personal and Business Goals Worksheet	1-11
Personal Assessment Worksheet	1-12
Personal Financial Statement Worksheet	1-14
Business Opportunity Worksheet	1-15
Business Differentiation Worksheet	1-17
Customer Profile Worksheet	1-18
Action Plan Worksheet	1-20
Session 2
Planning & Research: Entrepreneurial Essentials	2-23
Business Goals and Objectives Worksheet	2-23
Mission Statement Worksheet	2-25
Business Description Worksheet	2-27
Sources of Industry Data Worksheet	2-29
Key Contacts Worksheet	2-30
Industry Research Worksheets	2-32
Session 3
Business Organization: Management & Legal Structure	3-39
Business Ownership Worksheet	3-39
Business Fees, Permits and Taxes Worksheet	3-40
Business Laws and Regulations Worksheet	3-41
Contracts and Leases Worksheet	3-42
Intellectual Property Worksheet	3-42
Management Team Worksheets	3-44
Employee Management Worksheets	3-49
Supply Chain and Logistics Worksheets	3-53
Risk Management Worksheets	3-57
Session 4
Marketing: Analysis & Understanding	4-63
Product Description Worksheet	4-63
Features and Benefits Worksheet	4-66
Customer Analysis Worksheets	4-67
Competitive Analysis Worksheet	4-70
Market Potential Worksheet	4-74
Session 5
Marketing: Objectives, Strategies & Tactics	5-77
Product Strategies Worksheet	5-77
Positioning Statement Worksheet	5-78
Branding Worksheet	5-80
Packaging Ideas Worksheet	5-81
Pricing Strategy Worksheet	5-82
Promotional Strategies Worksheet	5-84
Advertising Tools Worksheet	5-85
Sales Promotions Worksheet	5-87
Business Commercial Worksheet	5-88
Public Relations and Networking Strategies Worksheet	5-89
Placement Strategies Worksheet	5-90
Pricing and Break-Even Example	5-93
Session 6
Marketing: E-Commerce, Direct Sales & Customer Management	6-95
Internet Needs Worksheet	6-95
Website Research Worksheet	6-98
Site Planning Worksheet	6-101
Site Design Worksheets	6-102
Social Media Worksheet	6-104
Site Promotion Worksheet	6-106
Sales Prospecting Worksheet	6-107
Sales Success Worksheet	6-108
Customer Service Worksheet	6-112
Customer Loyalty Worksheet	6-114
Session 7
Managing Your Money: Accounting, Budgeting & Cash Flow	7-117
Recordkeeping Checklist Worksheet	7-117
Internal Controls Worksheet	7-120
Sales Forecast Worksheet	7-122
Cost of Projected Product Units Sold Worksheet	7-124
Fixed Assets Worksheets	7-126
Growth or Startup Expenses Worksheet	7-128
Existing Debt Payment Worksheet	7-130
Miscellaneous Expenses Worksheet	7-132
Break–Even Analysis Worksheet	7-134
Cash Flow Projection Worksheets	7-136
Session 8
Managing Your Money: Financial Statements & Business Financing	8-143
Balance Sheet Worksheet	8-144
Monthly Projected Income Statement Worksheet	8-146
Statement of Owner’s Equity Worksheet	8-149
Sources and Uses of Financing Worksheets	8-150
Session 9
Skills for Growth: Business Management Tools	9-155
Dealmaking and Contract Management Worksheet	9-155
Resource Management Worksheet	9-157
Financial Management Worksheet	9-158
Project Management Worksheet	9-159
Executive Summary Worksheet	9-160
Cover and Title Page Instructions	9-162
Table of Contents Instructions	9-163
Appendix Worksheet	9-164
Session 10
A New Beginning: PLANNING FOR EXPANSION	10-167
Growth Planning Worksheet	10-167
Barriers and Pitfalls Worksheet	10-169
NxLeveL® Project Plan Worksheet	10-170