Module 2: Creating a Business Roadmap

Small Business & Enterprise Accelerator

Are you looking to create a business plan for your business? Are you stuck trying to figure out the resources you need to grow the business over the next few years? Are you struggling to build a financial forecast to identify your business’ funding needs?

Program Overview

In our Creating a Business Roadmap module, we guide you through a hands-on process for identifying the resources needed to grow the business, developing a business plan and building a financial forecast. This module is 12-weeks long and is well suited for early stage entrepreneurs looking to create plans to scale businesses with positive community impact.

Enrollment Periods

Enrollment PeriodModule DatesApplications Due
WINTER 2019January 26 – April 20January 11
SPRING / SUMMER 2019May 18 – August 10May 3
FALL 2019September 21 – December 14September 6


UnitTopics Covered
  • Begin to define your business journey
  • Learn the different stages of the business journey
  • Learn how a business plan serves as a roadmap on your business journey
Purpose, Values & Goals
  • Gain an understanding of why clarifying purpose, values and goals are important in implementing business strategy
  • Learn about key elements of a business’ mission, vision and values statements, as well as how to set clear goals for the business
  • Develop mission, vision and values statements and goals for the next three years
Company Description
  • Gain an understanding of the importance of having a clear and concise company description
  • Learn about the different elements of a company description
  • Develop a description of the company
Products & Services
  • Gain an understanding of the importance of having detailed product and service descriptions to demonstrate what the business is creating
  • Learn how to develop product and service descriptions that demonstrate the value proposition of the product or service
  • Develop descriptions of the business’ products and services
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 the business and plans for growing those channels
Operational Plan
  • Gain an understanding of how an operational plan is an action plan for executing the business’ vision
  • Learn about resources needed to operate the business, including development, delivery and support of products and services
  • Develop an operational plan for the business
  • Gain an understanding of how infrastructure is needed to support ongoing development of a business
  • Learn about administrative resources to support development of the business, including finance, legal, human resources and information technology functions
  • Identify and articulate the infrastructure needed to support development of the business
Organizational Design
  • Gain an understanding of how to design an organization to optimize business development
  • Learn about different organizational designs
  • Identify and articulate an organizational design for the business
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 the business’ story
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 the business
Forecasting Part 2
  • Learn how to translate revenue streams into a revenue forecast
  • Develop a revenue forecast for the business
  • Learn how to put together the revenue and expense forecasts into a summary for the 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


Must have a minimum viable product/service or a product/service being sold in the market. Must also have a basic website for the business.

Program Format

Our Small Business & Enterprise Program modules combine the effectiveness of face-to-face learning with the convenience of distance learning. Each of our Small Business & Enterprise modules includes the following weekly activities:

Program FormatWeekly ActivityWeekly Commitment
Background Materials
  • Series of required background readings and videos on each unit to be completed prior to the weekly in-person workshop
  • Describes concepts and their applications in developing a business
  • All materials contained in our online learning environment
1-2 hours / week
  • Weekly in-person workshops led by experts in each topic
  • Lecture and discussion on background materials, group activities and reflection
  • All workshops held at Impact HUB Oakland
3 hours / week
Business Development Activities
  • Weekly activities focused on your business development
  • Apply concepts learned in background materials and workshops
  • All business development activities build to a final presentation at the end of the module
2-10 hours / week
Peer Mentoring
  • Weekly phone meetings with peer group of 3 other individuals in your class
  • Present weekly business development activity and receive constructive feedback from peers
1 hour / week
One-on-one Mentoring
  • Weekly one-on-one meetings with a mentor
  • Discuss business wins and review weekly business development activity
  • Work with mentor on connecting with resources to meet business needs
30 minutes / week


The cost of our Small Business & Enterprise Accelerator modules consists of a monthly cash fee. We determine your cash fee using a sliding scale based on the current annual revenue of your business:

< $100,000 
Annual Revenue$100,000 – $500,000 
Annual Revenue > $500,000 
Annual Revenue
$400 / month$500 / month$600 / month

We charge a $50 non-refundable deposit to reserve your space in the class. This deposit is credited against the first payment of your monthly fee.

Because we believe cost should not be a barrier, we provide payment plan options upon request.

Cooperative Membership

To become a cooperative member of the Small Business & Enterprise Accelerator, we require a one-time contribution of an equity stake in the business that you create. We determine your equity stake using a sliding scale based on the current annual revenue of your business:

< $100,000 
Annual Revenue$100,000 – $500,000 
Annual Revenue > $500,000 
Annual Revenue
5% equity stake
4% equity stake3% equity stake

Your one-time equity stake becomes part of a pool that all Small Business & Enterprise Accelerator members participate in. As we receive dividends and capital gains from the equity stakes in the pool, we return equity to our members. Through this shared equity, we foster a greater sense of community among our members.

Membership in the cooperative is voluntary and does not affect the level of service provided in our Small Business & Enterprise Accelerator modules.