Develop a Financial Plan for Your Business December 18, 2021, 9:00am PST December 18, 2021, 12:00pm PST
SCORE San Diego
8825 Aero Drive, Suite 102
San Diego, CA, 92123

The capability to plan ahead is a critical skill for successful entrepreneurs. A comprehensive financial projection is an absolutely vital tool for planning and managing your business, in both its startup and operational phases. Not only is this plan (sometimes referred to as a “pro forma” financial statement) necessary for successful operation of your company, it will be a major element of a formal business plan, should you decide to apply for a business loan, or to attract investors.

In this workshop, we will address the structure and content of a financial plan for a small business, beginning with a most simple case and progressing to a comprehensive plan for a more complex business -- thus, you can develop a template for your plan that will fulfill your financial planning needs but not be unnecessarily complicated. Included in the workshop will be work periods during which you can draft key components of your financial plan.

 While not absolutely necessary, we strongly suggest that you develop the Business Model for your business prior to taking this workshop. We offer a workshop -- “Develop Your Business Model” dedicated to this task.


John Wham was a founder and Chief Engineer of a software company. One of his responsibilities in the company was to develop and maintain its Financial Plan, and to lead a monthly review of performance to the plan and revision for the coming 12 months. Since joining SCORE, he has assisted many small businesses in the development of their financial plan. John is a retired electrical engineer. 

About the Presenter(s)

John L Wham

Currently Assiting Clients In: Business Planning, including development of a value proposition and business model for the business. Preparation of Business Pans. Financial Forecasting, including financial viability analysis. Marketing, with emphasis on development of marketing plans. eCommerce. I am available to business in essentially all phases (pre-startup, startup and operations).

Develop a Financial Plan for Your Business