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Train myBiz

5 Step Venture eMentoring Program™

Session 5: Business Launch and Monitor Progress

Module 5f: Business Monitoring Strategy Worksheet

Instructions: Describe your management strategy for each of the issues listed

Please fill in questions proceeded by a double asterisk and marked in red

1. Financial Management Strategy

Accounting system plan

Monthly / quarterly budget deviation analysis plan

Banking / money management plan

Financial Advisor / CFO plan

2. Human Relations Management Strategy

Employment requirements plan

Payroll management plan

Labor regulations compliance plan

3. Sales / Customer Development Strategy

Sales plan

Marketing plan

Customer management and record keeping plan

4. Strategic Planning Strategy

Business plan monitoring

Business plan updating

5. Resource Network Strategy

Resource Network maintenance plan

6. Risk Management Strategy

Insurance plan

Labor law compliance plan

OSHA / EPA compliance plan

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