Creating a Business Roadmap Course

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Overview

In our Creating a Business Roadmap course, we guide you through a hands-on process for identifying the resources needed to grow your business, writing a business plan, and creating a financial forecast. This course is 12-weeks long and is well suited for entrepreneurs looking to create plans to grow their business and its social impact.

What members are saying...

What I Didn’t Know Before I Started

We learned that the business plan is a good way to guide growth and development, outline how you provide products and services, and ensure you are being strategic and intentional versus ad hoc. This course relieved our fears of the unknown by providing structure to guide us through creating a real business plan.

Brooke Staton & Julia Kong, Reflex Design Collective

What I Learned to Help Me Build a Business

Uptima helped me to define Common Compost’s mission, services, and products. It gave me the necessary tools to build a strong business model, clarify my finances, establish production and distribution channels, and reach my target audiences. I highly recommend enrolling in this program.

Kourtnii Brown, Common Compost

What I Accomplished in My Business

We've been in business for a while without a business plan. As a small business owner, creating a business plan is intimidating, especially when you're in it day to day. But through this course, I've been able to break it down into manageable chunks and start to implement it with guidance and peer support.

Ivellisse Morales, Bombilla Creative

What You Will Learn

Unit

Topics Covered
Introduction
  • Gain an understanding of how a business plan serves as a roadmap on your business journey
  • Lay the groundwork for your business plan by reviewing your current business model
  • Learn what makes a good business plan and review sample business plans
Purpose & Values
  • Gain an understanding of why clarifying purpose and values are important in implementing business strategy
  • Learn about key elements of a business’ mission, vision, and values statements
  • Develop mission, vision, and values statements for your business
Product / Service Design
  • Gain an understanding of how our customer base and product / service design is connected with our mission, vision, and values
  • Identify the depth of change in our customer base and product / service offering as a result of the current situation
  • Learn how to use customer discovery processes to evaluate changes in our product / service offerings
Value Proposition
  • Learn how to identify and articulate your business’ value proposition
  • Gain an understanding of the importance of having a clear and concise narrative to demonstrate your business’ value proposition
  • Develop an overall company description and product and service descriptions that demonstrate your business’ value proposition
Numbers Demystified
  • Learn about the numbers behind an operating business
  • Gain an understanding of how business and financial metrics tell a story about a business’ progress
  • Identify and articulate the key business and financial metrics that tell your business’ story
Gaining Traction
  • Gain an understanding of strategies for building customer demand
  • Learn about the resources needed to build marketing and sales channels for the product or service
  • Identify and articulate marketing and sales channels for your business, plans for growing those channels, and costs associated with those plans
Operational Plan
  • Gain an understanding of how an operational plan is an action plan for executing a business’ vision
  • Learn about resources needed to operate a business, including development, delivery, and support of products and services
  • Develop an operational plan for business growth and costs associated with those plans
Infrastructure
  • Gain an understanding of how infrastructure is needed to support ongoing development of a business
  • Learn about administrative resources to support the development of a business, including finance, legal, human resources, and information technology functions
  • Identify and articulate the infrastructure needed to support development of your business and costs associated with that infrastructure
Organizational Design
  • Gain an understanding of how to design an organization to optimize business development
  • Learn how businesses create and nurture a work culture
  • Identify and articulate an organizational design, work culture, and hiring plan for your business
Forecasting, Part 1
  • Gain an understanding of the role financial statements play in a business and learn how to read a profit & loss statement
  • Learn how to translate cost structure into an expense forecast
  • Develop an expense forecast for your business
Forecasting, 
Part 2
  • Learn how to translate revenue streams into a revenue forecast
  • Develop a revenue forecast for your business
  • Learn how to put together the revenue and expense forecasts into a summary for your business plan
Final Presentations
  • Present your business plan to your peers and mentors
  • Receive constructive feedback from your peers and mentors to refine your business plan

Prerequisites

Must be making sales to customers or have letters of intent for sales to potential customers, and have a basic website and social media for your business.

Commit to Building Your Business

Average time commitment for our Creating a Business Roadmap Course is 10 hours / week dedicated to building your business, and includes the following weekly activities:

Title

Weekly 
Activity Weekly Commitment
Background Materials
  • Series of required background readings and videos on each unit to be completed online prior to the weekly workshop sessions
  • Describes concepts and their applications in developing a business

1-2 hours / week

Workshops
  • Weekly workshop sessions led by an expert instructor
  • Lecture and discussion on background materials, group activities, and reflection

3 hours / week

Business Development Activities
  • Weekly activities focused on your business development
  • Apply concepts learned in background materials and workshops

2-10 hours / week

Peer Mentoring
  • Weekly video conference with small peer group of other entrepreneurs in your course
  • Present weekly business development activities and receive constructive feedback from peers

1 hour / week

One-on-one Mentoring
  • Weekly one-on-one meetings with your mentor
  • Discuss business progress, review weekly business development activity, and connect with resources to meet business needs

30 minutes / week

Meet Your Mentors

George Blount

George Blount

Instructor & Mentor

Boston

Sarita E. Evans

Sarita E. Evans

Instructor & Mentor

San Francisco

Sarita L. Evans

Sarita L. Evans

Mentor

San Francisco

Viola Ncube

Viola Ncube

Mentor

Oakland

Rachel O’Neil

Rachel O’Neil

Mentor

Boston

Thomas Rosenberg

Thomas Rosenberg

Instructor & Mentor

Oakland

Jeem Sirivar

Jeem Sirivar

Mentor

Oakland

Course Dates

Our Creating a Business Roadmap Course is offered during the following times.

Boston

Enrollment Period Program Dates Application Deadline
Winter, 2021 February 16 - May 11, 2021 January 8, 2021
Spring / Summer, 2021 June 8 - August 24, 2021 April 30, 2021
Fall, 2021 September 21 - December 14, 2021 August 13, 2021

Oakland

Enrollment Period Program Dates Application Deadline
Winter, 2021 February 16 - May 11, 2021 January 8, 2021
Spring / Summer, 2021 June 8 - August 24, 2021 April 30, 2021
Fall, 2021 September 21 - December 14, 2021 August 13, 2021

San Francisco

Enrollment Period Program Dates Application Deadline
Winter, 2021 February 17 - May 12, 2021 January 8, 2021
Spring / Summer, 2021 June 9 - August 25, 2021 April 30, 2021
Fall, 2021 September 22 - December 15, 2021 August 13, 2021

Apply for Our Academy

To take our Creating a Business Roadmap Course, you must be enrolled in our Academy.

Our Academy is a year-long entrepreneurship certificate program to support small business owners in creating plans, improving operations, accessing capital, and developing leadership capabilities to build resilient businesses with social impact.

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