Creating a Business Roadmap Course

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Overview

In our Creating a Business Roadmap course, we guide you through a hands-on process for identifying the resources needed to grow the business, writing a business plan and creating a financial forecast. This course is 12-weeks long and is well suited for entrepreneurs looking to create plans to scale their small business or startup with positive community impact.

What members are saying...

Brooke Staton & Julia Kong,

What I Didn’t Know Before I Started

We learned that the business plan is a good way to guide growth and development, outline how you provide products and services, and ensure you are being strategic and intentional versus ad hoc. This course relieved our fears of the unknown by providing structure to guide us through creating a real business plan.

Brooke Staton & Julia Kong, Reflex Design Collective
Kourtnii Brown,

What I Learned to Help Me Build a Business

Uptima helped me to define Common Compost’s mission, services, and products. It gave me the necessary tools to build a strong business model, clarify my finances, establish production and distribution channels, and reach my target audiences. I highly recommend enrolling in this program.

Kourtnii Brown, Common Compost
Ivellisse Morales,

What I Accomplished in My Business

We've been in business for a while without a business plan. As a small business owner, creating a business plan is intimidating, especially when you're in it day to day. But through this course, I've been able to break it down into manageable chunks and start to implement it with guidance and peer support.

Ivellisse Morales, Bombilla Creative

What You Will Learn

Unit

Topics Covered
Introduction
  • Begin to define your business journey
  • Learn the different stages of the business journey
  • Learn how a business plan serves as a roadmap on your business journey
Purpose, Values & Goals
  • Gain an understanding of why clarifying purpose, values and goals are important in implementing business strategy
  • Learn about key elements of a business’ mission, vision and values statements, as well as how to set clear goals for the business
  • Develop mission, vision and values statements and goals for the next three years
Company Description
  • Gain an understanding of the importance of having a clear and concise company description
  • Learn about the different elements of a company description
  • Develop a description of the company
Products & Services
  • Gain an understanding of the importance of having detailed product and service descriptions to demonstrate what the business is creating
  • Learn how to develop product and service descriptions that demonstrate the value proposition of the product or service
  • Develop descriptions of the business’ products and services
Gaining Traction
  • Gain an understanding of strategies for building customer demand
  • Learn about the resources needed to build marketing and sales channels for the product or service
  • Identify and articulate marketing and sales channels for the business and plans for growing those channels
Operational Plan
  • Gain an understanding of how an operational plan is an action plan for executing the business’ vision
  • Learn about resources needed to operate the business, including development, delivery and support of products and services
  • Develop an operational plan for the business
Infrastructure
  • Gain an understanding of how infrastructure is needed to support ongoing development of a business
  • Learn about administrative resources to support development of the business, including finance, legal, human resources and information technology functions
  • Identify and articulate the infrastructure needed to support development of the business
Organizational Design
  • Gain an understanding of how to design an organization to optimize business development
  • Learn about different organizational designs
  • Identify and articulate an organizational design for the business
Numbers Demystified
  • Learn about the numbers behind an operating business
  • Gain an understanding of how business and financial metrics tell a story about a business’ progress
  • Identify and articulate the key business and financial metrics that tell the business’ story
Forecasting, 
Part 1
  • Gain an understanding of the role financial statements play in a business and learn how to read a profit & loss statement
  • Learn how to translate cost structure into an expense forecast
  • Develop an expense forecast for the business
Forecasting, 
Part 2
  • Learn how to translate revenue streams into a revenue forecast
  • Develop a revenue forecast for the business
  • Learn how to put together the revenue and expense forecasts into a summary for the business plan
Final Presentations
  • Present your business plan to your peers and mentors
  • Receive constructive feedback from your peers and mentors to refine your business plan

Prerequisites

Must have a minimum viable product/service or a product/service being sold in the market. Must also have a basic website for the business.

Commit to Building Your Business

Average time commitment for our small business and startup courses is 10 hours / week dedicated to building your business, and includes the following weekly activities:

Title

Weekly 
Activity Weekly Commitment
Background Materials
  • Series of required background readings and videos on each unit to be completed online prior to the weekly in-person workshop
  • Describes concepts and their applications in developing a business

1-2 hours / week

Workshops
  • Weekly in-person workshops led by an expert instructor
  • Lecture and discussion on background materials, group activities, and reflection

3 hours / week

Business Development Activities
  • Weekly activities focused on your business development
  • Apply concepts learned in background materials and workshops

2-10 hours / week

Peer Mentoring
  • Weekly phone meetings with small peer group of other business owners in your class
  • Present weekly business development activities and receive constructive feedback from peers

1 hour / week

One-on-one Mentoring
  • Weekly one-on-one meetings with a mentor
  • Discuss business progress, review weekly business development activity, and connect with resources to meet business needs

30 minutes / week

Meet Your Mentors

Sarita Evans

Sarita Evans

Mentor

Oakland

Rani Langer-Croager

Rani Langer-Croager

Mentor

San Francisco

Naima McQueen

Naima McQueen

Mentor

San Francisco

Thomas Rosenberg

Thomas Rosenberg

Mentor

Oakland

Join an Upcoming Course

Our Creating a Business Roadmap course is offered three times a year at the following locations.

How Much It Costs

The cost of our small business and startup courses consists of a monthly fee. We determine your monthly fee using a sliding scale based on the current annual revenue of your business:

< $100,000 ANNUAL REVENUE $100,000 – $500,000 ANNUAL REVENUE > $500,000 ANNUAL REVENUE
Oakland $400 / month $500 / month $600 / month
San Francisco $400 / month $500 / month $600 / month

We charge a $50 deposit to reserve your space in the class. This deposit is credited against the payment of your course fee, where applicable.

Because we believe cost should not be a barrier, we provide payment plan options based on household income. Ask about our payment plans.

Accelerate your business.