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Financial Worksheets
| Download all the Financial Worksheets in a single file. For individual
file downloads, click here. |
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PC Users: Download the Financial Worksheets as a self-extracting file (.EXE / 239 KB) |
| MAC Users: Download the Financial Worksheets as a self-extracting file (.SIT / 422 KB) |
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B. Non-Excel Worksheets & Checklists |
| Chapter 1 |
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Your Entrepreneurial Profile, p. 10
Your Entrepreneurial Profile - Additional Online Support, Box 1.2, p. 10 |
| Chapter 2 |
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Define Your Business, p. 45
Develop Your Pitch, p. 45 |
| Chapter 3 |
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Clarify Your Values, Action Step 16, page 56
Draft Your Mission Statement, p. 67 |
| Chapter 4 |
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Business-to-Consumer (B2C) Profile, page 82-7
Business-to-Business (B2B) Profile, Box 4.5, p. 87 |
| Chapter 5 |
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Competitor Review Sheet, Action Step 29, page 107
Competitor Pricing Review Sheet, Box 5.3, page 112
Competitive Positioning Strategy, page 115 |
| Chapter 6 |
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Pricing Strategy, Action Step 32, page 128
Pricing Your Product or Service—Additional Online Support |
| Chapter 7 |
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Promotional Budget Worksheet, Table 6.1, Page 144
Location and Distribution Review Sheet, page 156 |
| Chapter 8 |
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Legal Considerations, page 204
Government Regulations Checklist |
| Chapter 9 |
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Risk Management Issues
Suppliers’ Checklist, Box 9.3, page 211
Suppliers: Additional Online Support, Box 9.3, page 211
Vendor Statement Form, Box 11.5, page 293
Health and Safety Policy and Action Plan, Action Step 43, page 219
Health and Safety: Additional Online Support, Box 9.6, page 217 and Action Step 43, page 219
Insurance Planning Worksheet, Table 9.1, Page 215 |
| Chapter 12 |
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Human Resources Checklist, Box 12.2, page 317 |
| Chapter 13 |
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The Before-You-Buy Checklist, Box 13.5, page 352 |
| Chapter 14 |
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Franchise Evaluation Checklist, Box 14.4, page 380 |

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