Course Code: REL-IDD-GHA-CSE5-V2
Hours: 2.25
Type: Online Course
Content Expiration Date: 12/31/2024
Learning Objectives:
Explain the financial planning terms, “cash flow analysis” and “break even analysis.”
Elaborate on why it is important to have contingency plans for key elements of the operation.
Name three parts of a business plan and describe their importance to developing a business.
Outline:
Section 1: Introduction About This Course Learning Objectives Section 2: Operations and Financial Considerations Process Steps Four and Five of the Business Planning Map Step 4: Operations Step 4: Devising Operational Processes Step 4: Tools, Equipment, and Training Step 4: Contingency Plans Step 4: Production Plan Step 5: Financial Planning Step 5: Lack of Planning Step 5: Business Structures Terms and Definitions Match-Up Time Summary Section 3: Cash Flow Analysis Definitions for Financial Planning Cash Flow Analysis Process of Analyzing Cash-Flow Purpose of the Cash-Flow Analysis Finding Sources of Business Capital Cash-Flow vs. Break-Even Analysis Break-Even Analysis More About Break-Even Analysis Selling Costs and Break-Even Analysis A Different Approach for Jerry’s Business Jerry’s Break-Even Analysis Break-Even Analysis Questions Betty’s Break-Even Analysis Summary Section 4: Putting It All Together Arlo’s Story More About Arlo Ideas for Arlo’s Employment Feasibility Study Feasibility Study Results Moving Forward with Arlo’s Ideas Testing out the Idea Results of Arlo’s Test Marketing Arlo’s Business Plan Development Arlo’s Business Plan: Product, Goals, Support Needs Arlo’s Business Plan: Market Position Arlo’s Business Plan: Business and Work Hours Arlo’s Business Plan: Customers Arlo’s Business Plan: Marketing and Projected Sales Arlo’s Business Plan: Expected Income Arlo’s Business Plan: Start-up Costs and Supports; Pricing Arlo’s Business Plan: Sales Strategies Arlo’s Business Plan: Packaging and Image Arlo’s Business Plan: Promotional Strategies Arlo’s Business Plan: Promotion Effectiveness, Costs, and Cover Letter Arlo’s Process Summary Section 5: Course Summary Course Review / Summary Course Contributors Contact the Authors References Congratulations
Instructor: Cary Griffin, MA
Cary Griffin is a Senior Partner at Griffin-Hammis Associates, a full service consultancy which specializes in building communities of economic cooperation, creating high performance organizations, and focuses on disability and employment. Cary maintains a strong relationship with the Rural Institute at The University of Montana, where he served as Director of Adult Community Services & Supports. He is the former Executive Director of the Center for Technical Assistance & Training (CTAT) in Denver. Cary provides training to administrative and direct service level professionals in the rehabilitation field; consultation to businesses and rehabilitation agencies regarding the employment of individuals with significant disabilities; conducts field-initiated research & demonstration; provides family & consumer case consultation; develops resources; and organizational development. Recently, Cary has been instrumental in designing self-employment protocols and training for individuals, agencies, and states.
Instructor: Beth Keeton, MS
Beth Keeton is the Executive Director of Griffin-Hammis Associates. For the last 20 years, Beth has provided extensive training and technical assistance on systems change, customized employment, self-employment, systematic instruction, and benefits analysis. She developed the first national certification training curriculum for customized self-employment, collaborated with the Workforce Innovation Technical Assistance Center on the development of Core Features of Quality Supported Employment, helped pioneer the creation and use of the three Customized Employment Fidelity Scales, and is currently service the Principle Investigator on a five-year innovative self-employment training initiative funded by the Rehabilitation Services Administration. Beth co-wrote Navigating Government Benefits & Employment: A Guidebook for Veterans with Disabilities and is a co-author of Making Self-Employment Work for People with Disabilities. She earned her master’s degree from the University of Oregon in 1996.
Instructor: David Hammis
David Hammis is Senior Partner at Griffin-Hammis Associates, a full service consultancy which specializes in building communities of economic cooperation, creating high performance organizations, and focuses on disability and employment. David maintains an ongoing relationship with the Rural Institute at The University of Montana, where he served as Project Director for four employment and Social Security outreach training and technical assistance projects, and now serves as an Organizational Consultant for the Rural Institutes Rural Entrepreneurship and Self-Employment Expansion Design Project. Dave works with organizations nationally and internationally on benefits analysis, supported employment, supported entrepreneurial employment, and employment engineering.
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To earn continuing education credit for this course you must achieve a passing score of 80% on the post-test and complete the course evaluation.
Course Delivery Method and Format
Asynchronous Distance Learning with interactivity which includes quizzes with questions/answers, and posttests.