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

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

3. WELCOME TO

4. 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
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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.

5. LIVEPLAN CONTACT US Questions? We’re here to help!
LivePlan Customer Service Team
Contact via live chat, , 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.

6. 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!

7. 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

8. 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.

9. LIVEPLAN OVERVIEW

10. 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

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

12. Forecasting Enter Financial Data Create Financial Reports
Compare to Industry Standards

13. 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.

14. 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

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

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

17. Account Setup

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

19. Q&A

20. Thank You