Business Plan Development Workshop Series

March 2, 2021 at 1:00pm - 3:00pm

Posted By:
Community Futures Okanagan Similkameen

Fees & Admission:

Turn "I've got a great business idea!" into "Open for Business!"

Existing businesses looking to pivot will also benefit. If you need a business loan, you will come away with everything you need to complete the application process.

Our extremely popular Business Plan Development Workshop series consists of over 24 hours of hands-on training which will teach you how to transform your business idea into a completed Business Plan. A plan that will help you get clear on what you need to do in order to succeed in your business. Your Business Plan together with the 3-year Financial Forecast you will prepare in class are all you need to apply for your business loan. Includes email support and one-on-one coaching as required.

All workshops led by Nicole Clark, Nicole has been training and coaching small business owners and entrepreneurs for over 30 years and has guided the success of over 250 small businesses right here in the South Okanagan -Similkameen region over the past 5 years.

This robust program, spanning over seven weeks includes 12 two-hour workshops on Zoom meetings, one-on-one coaching, and one-on-one review of your plan.

You will receive a business plan template, a 3-year financial forecasting workbook, all slides, access to recordings of all sessions for review at your leisure, and many supporting handouts in each section.

Workshops are held via video conference using Zoom meetings. A link will be sent once registration is confirmed.

If you prefer to pay by etransfer, please send $262.50 ($250 registration plus GST) to and mention the workshop in the notes section.


Business Plan Development Program Overview: (all workshops from 1:00 - 3:00 pm)

Mar 2, 2021: Business Model Canvas Part 1

Mar 4, 2021: Business Model Canvas Part 2

Mar 8, 2021: Market Research Part 1

Mar 10, 2021: Market Research Part 2/Image and Branding

Mar 15, 2021: Marketing Part 1

Mar 17, 2021: Marketing Part 2

Mar 22, 2021: Human Resource Management

Mar 24, 2021: Operations Management

Mar 26, 2021: Review

Mar 29, 2021: Financial Management Part 1

Mar 31, 2021: Financial Management Part 2

Apr 7, 2021: Financial Management Part 3


All workshops will be delivered via ZOOM meetings and run from 1:00 pm to 3:00 pm. Once you have registered you will receive an email with a link to our Zoom Room.

The regular price of $1,000 +tax + applicable fees is being subsidized by Community Futures so your price is only $250 + tax + applicable fees.

Register here.