Business Assessment: to be completed by all participants before Orientation Session


  • Curriculum outlined
  • Calendar review
  • Welcome to BMA

Month 1 – Mission and Vision

  • Your Business “why”
  • Develop and Publish Your Mission and Vision

Month 2 – Plan, Plan, Plan

  • Business and Marketing Plans
  • Budgets
  • Goals
  • Measures

Month 3 – Branding

  • What does it mean? Why do you care?
  • What does it do for you?
  • How do you talk about your business?
  • How and where do you show up?
  • What do ‘they’ say about you?

Month 4 – Understand Your Business

  • What do you intend with your business?
  • What are the details?
  • What are the trends?
  • Why do they buy?

 Month 5 –What Do You Do About It?  STRATEGY

  • How do you attract the customers who you are in business to serve?
  • How to operationalize the understanding of your business
  • How does this understanding influence your marketing?

Month 6 – Marketing

  • What are you willing to do?
  • What are the tactics you will take?
  • Who is really your market?
  • If you had $0 what would you do?

Month 7 – Networking / Referral Generation

  • Do you have a good 30 second Introduction?
  • How do you prepare for a Networking event?
  • What is your plan / strategy for implementing a good networking and referral generation solution?
  • What is your budget for this activity?

Month 8 – Go Talk To People

  • Make your list of possible contacts
  • Devise a plan for conversation generation
  • Track the results

Month 9 – Finance & Accounting

  • Just do it!
  • Tracking
  • What do the numbers tell you?
  • How do you know a deal is a win/win?
  • How do you have a ‘deal conversation’?

Month 10 – Plan an Event

  • Why this is important
  • How to make it happen
  • Who needs your attention

Month 11 – Media

  • How to use it effectively
  • What you need to know
  • How to apply it to your business

Month 12 – Completion and Celebration

  • What do you need to celebrate
  • Why it is important