How to write a business plan

2.5 hours

Waymaker Academy

Course overview

The course on Business Planning aims to provide a comprehensive guide to crafting a robust business plan that serves as a roadmap for organizational success.

Utilizing the Waymaker platform, the course delves into the nuances of business planning, from setting strategic goals to aligning team members.

It addresses the common challenges and misconceptions surrounding business plans and offers practical tools to make the planning process more efficient and effective.

The business planning playbook

Take this course and download the documents and spreadsheets to establish a detailed business plan to document the finer detail of your organisation.

This playbook (course) brings together the outputs of the Vision, Market, Strategy, Business Model, CX and EX playbooks.

Additionally, it’s easy to capture and embed goal progress, confidence and ownership to quickly update your business plan at any moment.

This course is ideal for leaders and managers who are involved in leading, contributing and documenting the annual detailed business plan for an organisation.

Learning outcomes

Upon completion of this course, participants will be able to:

  1. Understand the Importance of Business Planning: Gain insights into why a well-crafted business plan is essential for organizational clarity and success.
  2. Differentiate Between Strategic Plans, Business Plans, and Strategy: Learn the distinctions and interconnections between these three critical elements of organizational planning.
  3. Utilize Waymaker for Business Planning: Acquire the skills to use Waymaker.io for identifying and planning strategic goals, thereby streamlining the business planning process.
  4. Master the Structure of a Business Plan: Understand the Waymaker business plan template, which is structured around the “7 Questions” that are fundamental to organizational growth.
  5. Develop an Executive Summary: Learn how to create an impactful executive summary that encapsulates the essence of your business plan.
  6. Conduct Market Analysis: Acquire the ability to summarize your market situation, ideal customer profile, and market goals, and learn how to conduct a competitor analysis.
  7. Formulate Business Strategy: Turn your value drivers into competitive advantages and summarize your strategic goals.
  8. Understand Business Models: Learn how to summarize your business model, key practices, and metrics that define success.
  9. Enhance Customer Experience (CX): Understand the customer journey map and learn strategies to acquire, retain, and grow your customer base.
  10. Optimize Employee Experience (EX): Learn how to structure your team, assign goals, and develop new team members for optimal performance.
  11. Implement OKRs: Understand the OKR (Objective and Key Results) methodology for goal setting and how it can be applied in your organization for better alignment and engagement.
  12. Utilize Templates and Resources: Make use of the provided Waymaker templates for business planning and cash flow modeling, as well as other resources for market analysis and strategy formulation.

This course is designed to equip you with the knowledge and tools you need to create a detailed, actionable business plan that aligns with your organization’s strategic goals. By leveraging the Waymaker platform, you can make the planning process not just a one-time activity but an ongoing practice that drives your organization toward its objectives.

Waymaker Academy is open to all users of Waymaker, even if you do not have an app license yet.

To get started, choose a course, if you don’t have a user ID, you can create one and use that when you enter other courses.

If you want to see your badges and certifications against your profile in the Waymaker App, then ensure your Academy and App email are the same. All courses can also be accessed from main menu in the app.


2.5 hours

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