A Business Plan Shortcut?

Dear Ellen,

My friend has a business plan that “passed muster” with her bank and she got a loan.  How about if I just take her plan and customize it for my business?  Sounds like a good short cut.  What do you think?


Dear Vera,

I like and don’t like that idea.  While it can be a short cut, adopting someone else’s plan (or using a fill-in-the-blanks business plan template) is like a color-by-number painting.  It may look OK but it will never inspire you.  So, perhaps you could… […]

By |April 30th, 2014|The Bare Bones Biz Plan, The Challenge|0 Comments

Do You Need a Lifeline?

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I love April, John and the Watermark Plumbing Team!  I especially love April’s and John’s four daughters.  They are smart and hilarious and their parents totally appreciate them.  (Become April’s FB friend and you’ll see what I mean.)  I appreciate what it takes to manage 4 young girls, and a team of fun-loving plumbers!  Too much to do, too little time…and an avalanche of paperwork. […]

By |April 21st, 2014|Business Makeover, Business Planning, The Challenge|0 Comments

How to Create a Profitable Business Plan

Pull out your business plan and take a look at your mission, your vision and your goals for this year. How’s it going?

What? No plan? No problem. Just consider how last year went and that’s what will probably happen this year. Only a little worse. Or maybe a little better.

This year is moving fast. Your life is flying by! If you want a quantum leap, or at least a major change of momentum… […]

Would you go into the backcountry without a plan?

Once upon a time, I was a professional a ski patroller. I was part of an avalanche “control” team. I use the word “control” loosely because when it comes to avalanches, I know a couple things. #1: you are never in control. #2: given #1, you are well served to learn as much as you can about snow and weather and geography as you can before you go traipsing around in avalanche country. While you can’t control all the variables, you can take a few steps to increase your chances of survival.

Professionals plan. They consider what they want, and they set a course of action that supports their intention. Do you want to play on big mountains? Soar across the sky? Sail on wild seas? Create a profitable business? […]

Plan or be planned for, Jeffrey…

Jeffrey Gitomer is one of my all time fav business gurus. He unabashedly LOVES sales and his hard-boiled delivery is grounded in goodness and integrity. Scratch the surface of this smart, tough guy and you’ll find mashed potatoes of love.

However, I think Jeffrey is all wet – at least pretty damp – in his latest blog about business planning. If your business – your life – isn’t working for you, a business plan canbe a great tool. You can change your business – and your life. A business plan can […]

What does it take to make a profitable business?

You dreamed of a profitable business, hoping for more…more money, more time, more options. However, now that you are in it, your ‘ball-and-chain’ of a business may be sucking the life out of you. I’ve lived the nightmare. And, I have used simple business planning to build rockin’ businesses and a fantastic lifestyle.

No matter how many years you have been ‘stuck,’ you can change. It’s a matter of thinking new thoughts and taking aligned action. But you better get going. The older we get, the faster time goes. We are just too old to waste time. Here’s my advice:

Create a plan. Use it to build a lucrative business. You can turn your business – and your life – around in one weekend. All you need is you, a three ring binder and […]

By |December 17th, 2010|Accounting, Business Planning, The Bare Bones Biz Plan|10 Comments

How to Build a Business Plan

Most small businesses SUCK. How about yours?

Maybe you started your business with hope in your heart, dreams of freedom and wealth and a commitment to do right by your customers. And maybe your dreams have faded under the weight of too much to do in too little time for too little money.

There are basically two […]

By |August 17th, 2010|The Bare Bones Biz Plan|0 Comments