LIVEPLAN: WRITING YOUR PLAN Cynthia Nevels, GroundFloor Committee Member Senior Partner Integrality, LLC

Writing Your Plan Using LivePlan Introduce LivePlan Online Platform Introduce Steps to Creating Plan Introduce Deliverable Expectations

WELCOME TO

LIVEPLAN COLLABORATION For students to invite team members in as Contributors and instructors in as Guests to their LivePlan accounts, please view this reference article http://helpcenter.liveplan.com/articles/collaborating-with-others/adding- and-removing-contributors-and-guests-1 Contributors (team members)- Can access and edit anything in an account except the owner’s profile data. Guests (instructors)- Can read plan document and provide comments without editing or changing the company content.

LIVEPLAN CONTACT US Questions? We’re here to help! LivePlan Customer Service Team Contact via live chat, email, or phone Our Customer Service Team is located at our Eugene, OR office! This team provides expert guidance to any questions you may have in LivePlan. Our team members are not business consultants and will not provide any strategic business planning advice.

LIVEPLAN HELP CENTER Questions? We’re here to help! Our LivePlan Help Center provides step-by-step reference articles for any questions you may have in LivePlan. Click the link above and type a question or keyword in the search bar to see how comprehensive it is!

LIVEPLAN BUILT BY EXPERTS Built from the ground-up with feedback from users, educators, consultants, lenders, and investors LivePlan is the most complete online business planning and management tool

LIVEPLAN DESIGNED FOR GARRETT Garrett is a target persona. 34 y/o No business education or experience First-time entrepreneur Is passionate about bikes LivePlan provides tutorials, example plans, and instructions throughout to assist Garrett.

LIVEPLAN OVERVIEW

LIVEPLAN OVERVIEW PITCH – 1 page visual plan summary PLAN - lean business plan FORECAST - simplified projections BENCHMARKS – compare industry data SCHEDULE - project deadlines SCOREBOARD – for ongoing management

Plan Plan Development Sample Plans - Get inspired with over 500 sample business plans Helpful Videos Content Guidance

Forecasting Enter Financial Data Create Financial Reports Compare to Industry Standards

Scorecard LivePlan's Scoreboard is a business intelligence dashboard to give you the insights you need to grow. Compare the projections in your business plan to your actual financials.

Pitch Create a one-page business pitch to clearly identify your customers, marketing and sales activities, product or service offerings, and some basic financial projections

What Do You Need? Executive Summary Opportunity Company Execution Financial Plan Appendix

Deliverable Identify Your Opportunity Define Your Sustainability Plan Create Your Plan Prepare to Pitch to Raise Capital

Account Setup

Next Steps Login Invite Guest User Bootcamp Attendance Plan Development Practice Pitch

Q&A

Thank You