Action Plan

Business Owner Name: Brian Fabris

Business Name: Sun Cleaning Services Date: December 2, 2010

Area of Assistance Expected Outcome Estima Timeline Comments

ted for
Time Completio
(hours) n
Business Plan Create draft of business plan Andrew will provide template.
(Option to attend MEDA
 business planning classes in
early 2011.)
Operations Better understanding of Seek assistance from Legal
employees vs. independent Services for Entrepreneurs (LSE)
contractor. for this.
 Employee manual & general
policies & procedures.
Safety procedures & manual
Create draft written customer Seek assistance from Legal
estimate & contract and Services for Entrepreneurs (LSE)
 independent contractor for this.
agreement if necessary
Identify required permits, Seek assistance from Legal
 licenses, and insurance & Services for Entrepreneurs (LSE)
bonding for business for this.
Develop pricing sheet for verbal Brian to create a draft
 & written estimates.
Marketing Develop time-based marketing Identify key marketing
 plan initiatives, tasks with timelines,
and sales goals.
Bookkeeping Get Chart of Accounts set up in Use current
QuickBooks accountant/bookkeeper or
 identify other professional help
on this.
Develop 12-Month Cash Flow This will be part of business
 Projection plan.
Total of hours
Signature of Business Owner Date