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Specialized Training: YFV - Business Plan
Getting Started
A Note from Mayumi Young, Program Creator & Founder of CPA MOMS®
Business Vision Course
Purpose Statement - Author: Torrey Project
Mission Statement - Author: Torrey Project
Vision Statement - Author: Torrey Project
5 Year Business Financial Plan
5 Year Gross Billing Projection Templates
1 Year Charter
Creating Your 1 Year Strategic Plan (Video and Audio) (54:20)
Team Charter Template (Google Slide) (1:19)
Live Pilot (Video & Audio) - Week 3 (Team Charter & Financial Plan) (107:05)
1 Year Financial Plan
Financial Plan (Video and Audio) (29:35)
1 Year Financial Plan Template
Quarterly Promotion Plan
What is a Quarterly Promotion Plan (video & audio)? (50:08)
How to Create a Quarterly Promotion Plan (Video and Audio) (15:52)
Quarterly Promotion Plan Google Sheet Template
Renew/Review Rhythm
Live Pilot (Video & Audio) - Week 4 (108:52)
Live Pilot (Video & Audio) - Week 3 (Team Charter & Financial Plan)
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