Planning Tools

These are my choices of websites when planning or just researching questions and problems.  Lots of free advice available so check these out first before spending any money.

Personal Financial Sheet required by banks and SBA for all owners w/20%+ ownership. Form 413 – Personal Financial Satement 7(a)_ 504 Loans and Surety Bonds

Business Plan template from SEED Corp. – download application, forms and template directly. Apply online! The SBA has its own online business plan template. Save it, share it, download it!

Business Plan writing tips from Professors Thombs and Hough of Salve Regina U. MGT490_BP Writing Tips.  Great tips for anyone writing a business plan!

SBA Lenders w/loan programs offered. Contact the RI SBA for up to date reports for RI Participating Lenders and Bank Rank sheet. Rhode Island District Office, 380 Westminster Street Room 511, Providence, RIPhone: 401-528-4561.

SCORE Find for hundreds of free templates: competitive analysis, financial statements, questions to ask, product and service worksheets, distribution channel analysis and much more.

RI Dept. of Labor and Training. Check out the website for all your RI questions.  Business owners can ask to meet with a representative from netWorkri to discuss their issues or learn more about the programs.  Workshare offers wage assistance, rapid response can help with lay-offs and transitioning, labor and the labor market info page has statistics, publications and industry information.  Great website, full of resources to help you plan for growth!

Loan Analysis Tool from the National Business Organization – First Step is a screening tool to help smaller businesses (with less than 100 employees and annual sales of less than $5 million) determine the likelihood of success in gaining an SBA guaranteed loan.

Best Examples of Company Mission and Vision Statements from The Marketing Blender. Great blog with valuable advice including choosing your words carefully and specifically to the products and services you offer.