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Handouts for sample Business Plans for an IT consulting company. Includes sample profit and loss statements in PDF format and a worksheet for generating those in Excel format.
This handout is referred to in some of my blog posts, primarily the five part “Business Plan in a Month” series that begins here: Business Plan in a Month, Part One
Free!
Much more than just a handful of important documents that every company must have. It’s also about how to kick-start your company’s knowledge management system and to seed a culture of effective quality communications.
When Manuel says “knowledge management system”, he means a company-wide standards and procedures guide, documentation of policies, processes, procedures, checklists, forms, and reports. To kick-start this knowledge management system, Manuel has provided a few of the most important document templates you will need, starting with a checklist template that you will use for everything from new client onboarding to new workstations to archiving users and beyond.
James Kernan’s Quarterly Business Review (QBR) Checklist
Everything you need for a full QBR meeting with your client – a checklist by business coach James Kernan.
One Page Business Plan Exercise from James Kernan
Defining your Goals, Strategy, Mission and USP
Use this simple template to boil down your business plan to the essentials. This exercise is intended to avoid overwhelm and focus 100% on what matters right now.
Inspiration and Wisdom for business owners of how to grow and succeed.
It will hopefully help you become more successful and profitable not only in your business but your life! A positive quote every day will help you to be inspired!
Business owners are dealing with more challenges than ever before. From the economic woes to evolving technology, you are forced to think outside the box and try new things. James Kernan has been in the technology industry for over 25 years. He’s seen both good times and bad.
James Kernan Massive Kick-Start Sales Bundle
This bundle includes six of James’ hottest downloads, including PDF documents, Word docs, and an amazing Excel marketing plan exercise. Checklists, information, strategies, and more. Great for owners, managers, and the sales department.
M & A Due Diligence Checklist
for Buying or Selling a Business
If you’re thinking of buying or selling your business, this is a great place to start!
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