PHASE THREE | BUILD

Building a new business requires a strong foundation based on planning, strategy and communication.

Reminders:

• Once your team has decided on a product or service, complete the Product/Service Approval form and submit it to JA for approval. Do not move forward with the company, including purchasing materials, until you have received the approval.

PHASE 3 | WEEK 5:

KPI Worksheet

Department Responsibilities

Work Plan Template

Resources Available by Department

***PRODUCT OR SERVICE APPROVAL FORM***

Lean Business Plan Template

Formal Business Plan Template

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RESOURCES BY DEPARTMENT

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To be used by President, Finance, HR, Sales and Production:

CP Record Keeping Tool Password to edit: JA

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PRESIDENT:

Tech Tools

Sample Meeting Agenda (Interim Status Meeting)

SMT - President Breakout Session

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FINANCE:

Capitalization

Bad Debt

SMT - Finance Breakout Session

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HR:

Ideas for Boosting Morale

Team Builders and Ice-Breakers

Student and Volunteer Recognition

SMT - HR Breakout Session

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MARKETING:

JA Brand Guidelines

Free Marketing Tools

4Ps of Marketing

Marketing Plan Template

Humancentric Marketing

Packaging Design Inspiration

JACO Logos (Links to Google Drive Folder)

SMT - Marketing Breakout Session

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SALES:

Sales and Media Guidelines

Pre-Sales Training

Effective Training

Marketing Plan Template

Sales Cycle

SMT - Sales Breakout Session

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TECHNOLOGY:

Tech Tools

Effective Training

SMT - IT Breakout Session

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PRODUCTION:

Production Cycle

Quality Control

Effective Training

SMT - Production Breakout Session

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CSR:

Corporate Social Responsibility

Triple Bottom Line

SMT - CSR Breakout Session

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HEALTH & SAFETY & ENVIRONMENT:

Health and Safety Inspection

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