Growth Planning 101: A Simple Process to Plan, Forecast, and Grow Your Business

Ready to take control of your business's future? This webinar breaks down the essentials of growth planning into a simple, actionable process you can start today. Led by experts from the LivePlan team and featuring special guest Dan King from the Boulder Small Business Development Center (SBDC), you'll learn how to move beyond a static business plan and adopt a dynamic strategy for continuous growth. Watch the recording to discover how to effectively plan, forecast, review, and refine your strategy with the right tools and expert support.

What You'll Learn

This webinar is packed with practical tips and answers to the most common questions from the small business community. Here’s a look at what we cover.

Leverage Expert Guidance

• The Power of Partnership: Understand why working with an SBDC advisor or other mentor can be one of the most valuable assets for your business.
• Find Your Local SBDC: Learn how to easily connect with your local SBDC for free, confidential, one-on-one business consulting.
• Effective Collaboration: Discover how to use tools like LivePlan to work seamlessly with your advisor, share progress, and stay accountable to your goals.

Master the Growth Planning Cycle

• The Four-Step Process: Learn the simple "Plan, Forecast, Review, Revise" method that turns your business plan into a living tool for managing your business.
• From Static to Strategic: See how to build a flexible, one-page growth plan that focuses on action and adapts as your business evolves.
• Forecast with Confidence: Get a step-by-step walkthrough of how to create a financial forecast, even if you're not a numbers person, and use it to set measurable targets.

Practical Tips for LivePlan

• Build Your One-Page Plan: Follow along as we demonstrate how to quickly outline your business strategy, from your value proposition to your target market.
• Connect to Your Actuals: See how integrating QuickBooks Online with the LivePlan Dashboard provides a real-time view of your performance against your forecast.
• Review and Revise for Success: Learn how to use the dashboard to analyze your results, identify what’s working (and what’s not), and make informed decisions to stay on track toward your goals.