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Specialized Training: YFV - Business Plan
Getting Started
A Note from Mayumi Young, Program Creator & Founder of CPA MOMS®
Personal Vision
Personal Vision Course
5 Yr Business Vision
Business Vision Course
Purpose Statement ("Why")
Mission Statement ("What", "Who", "How")
Vision Statement ("Where")
Summary and Examples of Purpose, Mission, Vision
Organizational Chart
5 Year Business Financial Plan
5 Year Financial Model & KPI Template
1 Year Plan
Creating Your 1 Year Strategic Plan (2 Videos) (54:21)
Team Charter Template (Google Slide)
Customer Journey Template
Quarterly Promotion Plan
Quarterly Promotion Plan Template
Download your Team Existence Gsheet
Download your Capacity Management Gsheet
5 Year Financial Model & KPI Template
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