Center for Coaching Certification

Business Plan Outline for a Coaching Business

The length of a business plan varies – because you are writing this for your own planning, include the information and level of detail that makes a difference for your focus and action steps.

  1. Executive Summary – written last, this explains the history and trajectory of your business
  2. Company Description – include a description of who, what, how, where, when, and why
    1. Bio of each Coach that includes training and experience
    2. Mission, Vision, Code of Ethics, Core Values
    3. Goals and Objectives
    4. Business Philosophy
  3. Management and Organization – describe how you are structured and how you operate
    1. Legal form of Ownership

(Sole Proprietor, Partnership, DBA, Business License, S Corp, LLC)

  1. Insurance (Liability, Professional, Other)
  2. Management
    1. Oversight and Decision Making
    2. Standard Operating Procedures
  3. Professional and Advisory Support

(Accountant, Attorney, Mentor, Advisor, other)

  1. Products
    1. Description and Pricing
      1. Books, White Papers, CD’s or MP3’s or DVD’s
      2. Training Programs
    2. Unique selling points – what makes your products different
  2. Services
    1. Description and Pricing
      1. Individual Coaching – describe how, list packages and prices
      2. Group or Team Coaching – describe, list prices
  • Consulting or Speaking – describe what is offered, prices, and how it is separate from coaching
  1. Niche and unique selling point – what makes your services different and special
  1. Marketing Plan
    1. Market Research – what is the interest in what you offer?
    2. Target Market – be specific and include their interests
    3. Competition – who are your competitors and what do they offer?
    4. Strategy – how will you reach your audience and make the sale?
  2. Operating Plan
    1. Location – describe office set-up and security
    2. Production and Inventory – what is your plan for developing products and how much will you keep on hand?
    3. Service Scheduling – how and when will you schedule with clients?
    4. Payment Policies and Processes – detail what forms of payment are used and also how and when clients pay
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