Templates

TEMPLATES TO PLAN FOR BUSINESS SUCCESS
Starting a Business:

• This document outlines all the necessary steps to startup a business in Minnesota checklist.
• This is a publication put out by Positively Minnesota – Department of Employment and Economic Development (DEED), it is titled “Guide to Starting a Business in Minnesota.” The publication contains a wealth of information and resources for entrepreneurs.
• This is great resource published by the Minnesota Department of Agriculture. It is a guide to “Starting a Food Business in Minnesota.”

Business Plans:

• This is a great business plan template for any business.
• This template gives startup businesses ideas on how to write a business plan.
• This template gives established businesses ideas on how to write a business plan.
• This is a good business plan template to use for service-based businesses.

Marketing:

• This is a template of a SWOT analysis. It is utilized to identify your company’s stregnths, weaknesses, opportunities, and threats relative to your competition.
• This is a great template of a marketing plan.

Finance:

• This is a comprehensive financial projection model published by SCORE.
• This is a break-even analysis model. Break-even points are calculated to determine how much sales volume a business needs before realizing profits.
• This document outlines criteria that lenders look for from a potential borrower.
• This is a loan amortization schedule excel sheet.
• This is a very simple 12 month cash flow projection model.
• This is a great budgeting template that allows businesses to monitor projected and actual monthly expendatures.

Operations:

• This is a very simple template to map out business processes. A systematic approach to mapping out key processes in your organization can help pinpoint bottlenecks. Bottlenecks are inefficiencies that must be eliminated to maximize productivity and profits. The goal is to only have value added steps in each process within your organization.
• This template gives you a foundation for mapping out the life cycle of a product, service, or process.

Application for RCEF Services:

• Please print, complete, and submit this application when you receive your very first FREE and CONFIDENTIAL business consultation.
• Also, be sure to print this document and fill out the top section (client information) and describe your needs under the “Clients Needs” section, the remaining space with be filled in by your advisor.