Business Planning, Goal-Setting, & Analysis
A quick-n-easy one-sheet designed for you to write a super-simple business plan. (Yes, you have no excuses to write your plan!) Read the quick-n-easy business plan post here.
Analyze the strengths, weaknesses, opportunities and threats of your business. Read the 4-series post starting with this one.
A guide for doing an overall monthly review of your business. Read the monthly review post here.
A 17-page Word document with exercises and activities for examining your past performance, your present state, and your future plans. Read the 2012 planning posts here.
The 2013 Action Plan is a 34 page book that will help you chart out the upcoming year. The download file includes 12 additional templates, spreadsheets, charts, and documents to supplement the workbook. You can read more about the 2013 Action Plan here
This is an updated version of the 2013 Action Plan. The 2014 Action Plan has the same material with updated information.
See everything that is included by reading this post.
An excel template for tracking your vendor networking. Read the promotional startegies post here.
Calculate how many weddings you need to do to be profitable! (And – how many you have to do to earn a decent living.) An excel template that sets your break-even sales and your targeted sales amounts. This worksheet is a GREAT way to test your pricing. (ARE YOU PRICED sufficiently to achieve financial sustainability?) Numbers auto-calculate (no math!) This compliments the budget (above). Read the sales plan post here.
An excel spreadsheet for tracking the timing and flow of your inquiries, appointments, sales, and cash. Track the seasonality of your business. Read the post on tracking inquiry and sales here.
An excel spreadsheet for identifying goals for promoting your business. The spreadsheet shows month-by-month sales quota for all of your promotional activities (advertising, networking, editorial, etc.) It also asks you to estimate any costs or time associated with these activities. Read the post on marketing/promotional strategy here.
An excel spreadsheet for you to track your leads and referral sources. The spreadsheet calculates the ROI and conversion rate for each referral source so that you can see which ads, bridal shows, and other promotional investments are paying off. Read the ROI post here.
Finance & Accounting
An expel spreadsheet to aid in writing an expense budget (monthly and yearly). Read the budgeting post here.
A 15-page e-book with our Accounting 101 series. Learn how to get organized, basic terminology, and how to use Quickbooks. Read Accounting 101 here.
An excel spreadsheet to help you plan your cash flow over 12 months. Learn how to plan for seasonality and streamline your cash flow. Read Cash Flow Planning here.
An excel spreadsheet to help you manage your projects. Visit our systems/process series here.
Make sure to check out our easy-peasy hiring, training, and management tools!
A 2-page checklist of 30 concise steps to guide you in the start of your wedding business. Read the start-up “first things first” post here.
A budget for calculating start-up expenses. Read the start-up budget post here.
How to feel free of everything… before vacation… or to enjoy your weekend. Read the ”on vacation” feeling post here.
What is it that you REALLY want to accomplish in the next 3 months, 6 months, 12 months? Read the post(s) here.