Smart Business Plan Workshop - Introduction (Sumer Cycle) Week 1

Fri 9:00 AM to 1:00 PM
Topic: Business Basics

The NJSBDC at Rutgers-Newark Smart Business Plan Workshop is offered in 4 hour increments over 4 weeks. This cycle will be held on Fridays and will be conducted virtually via the ZOOM video conferencing platform.

All the essential steps will be covered, including drafting the business goals and objectives; identifying the audience; gathering information; researching; describing product and services; marketing and sales planning, and financial projections and reports.

At the completion of the workshop, clients who need additional assistance with fine-tuning their business plans will have an opportunity to have a Business & Financial Plan Review.

A CERTIFICATE OF COMPLETION will be issued after participating in all 16 hours of the Smart Business Plan Workshop. Costs include:

  • Training manual
  • Resources and assignments via Google Classroom
  • Individualized attention with experienced trainers/presenters
  • Step by step online tutoring and counseling

Week 1: Executive Summary & the Organization Plan

Business Description, Mission; Goals & Objectives; Keys to Success; Company Ownership; Ownership & Legal Structuring; Company Location & Facilities; Management Summary; Organizational Structure; Management Team; Management Team Gaps; Personnel Plan

Week 2: Understanding Market Research & Developing a Marketing Plan

Market Analysis Summary; Customer Description; Market Segmentation; Industry Analysis; Industry Participants; Distribution Patterns; Competition and Buying Patterns; Main Competitors; Strategies & Implementation Summary; Marketing Strategy; Pricing Strategy; Promotion Strategy; Sales Strategy; Sales Forecast; Sales Programs; Milestones

Week 3: Business Plan Financials (Part I)

Financial Plan; Introduction; Start up Financial Summary; Important Assumption Key Financial Indicators; Break-even Analysis; Balance Sheet; Cash Flow Statements; Profit & Loss Statements; Income Statement; Business Ratios

Week 4: Business Plan Financial (Part II)

Financial Reporting; Preparation & Interpreting Business Financial Statements; Financial projections; Supporting documents requirements.


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Karen Pisciotta - KQ Consulting Karen Pisciotta is an experienced business consultant working with privately-owned companies and nonprofit organizations. She is a trusted advisor on initiatives including strategic planning, data analysis, financial modeling, competitive analyses, pricing strategy development, marketing plan development, media outreach, and crisis messaging. With over ten years’ experience in financial and corporate communications and ten years’ experience working with entrepreneurs and small business owners, she has helped executives and entrepreneurs define themselves and articulate their business strategies.

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Andrew Frazier - Small Business Like a Pro

Andrew Frazier, MBA, CFA is President & COO of A&J Management and the Business Pro @ Small Business Like A Pro. He is a seasoned business professional with a track record of more than 25 years delivering superior results. Andrew has proven leadership excellence across various functions, organizations, and industries. He currently helps entrepreneurs enhance their strategic plans to grow revenues, increase profitability, and obtain financing.

Andrew's background includes a top-notch education, earning a BS in Mechanical Engineering from MIT, US Navy Logistics Management qualification, and an MBA in Finance & Management from NYU-Stern. He also served in capacities as a Navy Supply Corps Officer, Corporate Executive, Non-Profit Leader, Board Member, Adjunct Professor Finance/Accounting, Real Estate Investor and as an Entrepreneur. His depth and breadth of experience enables him to take a multidisciplinary approach to solving problems and implementing solutions.

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Jonathan M. Torres - Business and Data Services Librarian Rutgers University-Newark.

Jonathan is the Business and Data Services Librarian and Graduate Student Services Coordinator specializing in teaching data and information literacy and statistical and data visualization software. He provides course-integrated and resource-specific instruction in business-based subject areas, develops, and delivers data-related workshops, and offers consultative support such as finding data sets, assisting with data analysis software, and data management planning for universities, government, and external organizations.


You will be sent access details to join the webinar in a separate email.


Payment will be collected through Eventbrite. At the end of this registration, you will be transferred to Eventbrite to complete payment. Please select "Tickets" to register and include the same name and email used to register for this event. Once payment has been made with Eventbrite, we will confirm your registration for this webinar.

Fee: $ 75.00

Please complete registration by clicking the continue button below. You will be directed to Eventbrite to complete payment. Please use the same email used in this registration. Emails must match.