JACK MIXNER
Week 1        26 September 2009

    Why have a plan?
    Types of Plans: Personal Strategic Plan, Business Strategic
    Plan, Business Plan

    Personal Strategic Plan: Values, Vision, Situation:
    Strengths, Weaknesses, Opportunities, Threats, Mission,
    Objectives, Strategies

    Importance of People, of Relationships: Advisory Board,
    Professional Organizations, Network

    Business Strategic Plan: Values, Vision, Situation:
    Strengths, Weaknesses, Opportunities, Threats, Mission,
    Objectives, Strategies

    Leveraging People and Relationships: Advisory Board,
    Professional Consulting Organizations, Professional
    Organizations, Network, Target Market, Community
    Organizations, Governmental Agencies

    Homework: Personal Strategic Plan, Business Strategic
    Plan, Advisory Board Targets

Week 2        3 October 2009

    Review: Personal Strategic Plans, Business Strategic Plans,
    Advisory Boards

    The Business Plan (Rich, 33): The Company, Markets and
    Competition, The Products or Services, Selling, Provisions
    of Services, Financial Data, Investment, Appendices:
    Biographies, Other Important Data

    Launch Time Line

    Homework: Review Personal Strategic Plan, Review
    Business Strategic Plan, Create Advisory Board, Create
    Business Plan, Launch Time Line

Week 3         10 October 2009

    Review: Personal Strategic Plans, Business Strategic Plans,
    Advisory Boards, Business Plan

    Leveraging Your Strategic Plans: Personal, Business

    Leveraging Your Business Plan: Mission (Market, Service),
    Marketing, Selling, Relationships

    Launch Plan: Timeline, Activities, Support from Advisors,
    Support from Professionals CPA (Bookkeeping, Taxes),
    Attorney (Business Form)

    First Customer

    First Ten Customers

    Weekly Homework: Review your Strategic Plan, Review –
    and modify – your Business Plan
    Leverage your Advisory Board

    Daily Homework: Think Relationships

BIBLIOGRAPHY

    Block, Peter. Flawless Consulting. A Guide to Getting
    Your Expertise Used. Pfeiffer. 2000.

    Rich, Stanley R. and David E. Gumpert. Business Plans
    That Win $$$. Lessons From the MIT Enterprise Forum.
    Harper & Row. 1985.

    Shenson, Howard L., Shenson on Consulting. Success
    Strategies From the “Consultant’s Consultant”. Wiley.
    1994.

    Weiss, Alan. Getting Started in Consulting. Wiley. 2009.

    Weiss, Alan. Million Dollar Consulting. The Professional’s
    Guide to Growing a Practice. McGaw-Hill. 2003.
CALIFORNIA STATE UNIVERSITY FULLERTON

Fall 2009

Certificate in Independent Consulting

CREATING A CONSULTING BUSINESS PLAN
SBAE 6581 (1.5 CEUs/15 hours)

8 a.m. – 1 p.m., Saturday, 26 September, 3 and 10 October 2009
1+714.673.8578        JackMixner@MixnerStrategy.com