ONLINE - Business Plan Workshop | Wednesdays, beginning January 2

Computer on desk

Session overview

A business plan is your road map. Putting pen to paper will help make sure that you have thought through the details before you invest your time and money into a business. You need to know that your business can cover its’ costs and pay you for your time, otherwise, why do it? Business plans are an essential business document for start-ups and for existing businesses thinking of expanding or adding new products or services.

The plan helps to assure funders that you have a clear path to making your business profitable. In this workshop, you will have the support of your peers and a professional business coach to guide you through the process of writing your own business plan. 

Students are assumed to have an active understanding of the business plan components:

  • Marketing plan: Target audience, competitive matrix, value proposition
  • Operations plan: Business structure, licenses and permits, management and personnel
  • Financial plan: Documents, break-even, costs of goods sold, profit/loss, budget, and forecasting
  • Executive summary

Designed as a follow on to Business Foundations I, students will have a refresh of the business plan components, focus on writing their final business plans, and receive coaching where needed.  The class is primarily reserved for writing and coaching with some time saved to review business concepts.

At the end of five weeks, you will have an opportunity to have the plan reviewed by business financiers and professionals.

Who is this for?

This class is for early-stage business-builders who either have a solid business idea or an existing product or service. Following the fundamentals taught in Business Foundations 1, this class reviews the concepts at a higher level and then provides the space and time to apply this knowledge to your own business.


Times: The course consists of five, three-hour sessions. Classes are held on Mondays from 5:30 pm - 8:30 pm  on the following dates:

  1. January 2nd
  2. January 9th
  3. January 16th
  4. January 23rd
  5. January 30th

Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. For all questions and accommodations, please contact

Registration policy

  • Registration closes three (3) days before each course. Once the course registration is closed, you will need to wait for the next offering in order to register. We cannot accommodate late registrations.
  • Clients need to complete all sections of the prompted questionnaire to successfully register for each course. If you do not complete the entire questionnaire, your spot will not be reserved. If you need assistance registering, please contact Training.
  • To cancel your registration please submit a request to Training one week (7 days) prior to class start date.

For Refunds and Frequently Asked Questions, please visit  Oregon Women’s Business Center Classes & Events Frequently Asked Questions.

About the Instructor

Kari Morrison

Kari Morrison


Kari Morrison has one basic philosophy to life and business is the golden rule of “treat people in the way you would want to be treated.” She is currently a consultant for Mercy Corps Northwest’s L.I.F.E. program and teaches courses as part of Oregon Women’s Business Center.  Kari is

Event registration

Do you reside in a rural part of the state of Oregon?
Rural is defined as cities with less than 30,000 people or living outside the following areas: Albany, Bend, Corvallis, Eugene, Grants Pass, McMinnville, Medford, Portland Metro Area, Salem/Keizer, or Springfield.
If you heard about this program from another organization or source not listed, please specify. 

Business information

Max length: 500 characters
What phase is your business in?

Existing businesses

Is your business registered with the Secretary of State?

For Washington-based businesses, is it registered with the Department of Revenue?

What is your business registered as legally?

What kind of business did you register?

Okay to estimate.
What is your business ownership percentage?
What industry is your business in?
Do you work full time or part time at your business?
Is your business based out of your home?
Do you conduct business online?

Answer 'yes' if you do sales of any kind online.

Not including yourself, does your business have any employees?
Currently, what is your highest priority business goal?

Demographic information

At Mercy Corps Northwest we encourage individuals of all backgrounds to apply for our programs. 

The following information will remain anonymous and confidential. We aggregate data to report trends and analyze performance, but there is no personal data associated with these reports. Your answers will not impact your ability to participate in MCNW services.
What pronouns do you use?
What pronouns do you use?
Are you employed part time or full time by someone else (meaning outside your business)?
Do you consider yourself an economically disadvantaged individual (per the definition below)?
Economically disadvantaged individuals are individuals who have experienced difficulties in competing in the business world because of their identity as members of a specific group. It could also be because of their financial situation. 

These groups could be, but are not limited to, racial, ethnic, gender, or disability groups. 
Do you speak a language other than English at home?
Which language do you speak at home?
Household definition: all individuals who share the space they use for eating and living together and share financial dependency. Include yourself.
Household income: refers to annual gross income for all adult members of the household.

Household income includes monthly gross salary or wages, self-employment income (owner’s draw), general assistance (food stamps, SNAP, TANF), SSI or SSDI (Social Security Benefits), unemployment compensation (UI, COVID or PUA), retirement income (Pension/401ks/Annuities/IRAs), investment income, child support/alimony, dependent benefits.
Do you identify as LGBTQ+?
Have you ever been incarcerated?
All individuals are eligible to participate, regardless of their level of involvement with the justice system.
Are you a member of a federally recognized tribe?
Because Mercy Corps Northwest is a federally-funded non-profit, we are required to report the following demographic information for our small business clients. Thank you for taking the time to complete the following questions.
Are you Hispanic?
Race/Ethnicity (Check all that apply)
Do you live with a disability?
Mercy Corps Northwest Smart Advice Newsletter
Would you like to receive twice monthly email updates about upcoming classes & events and community resources? 
U.S. Small Business Administration Permissions Policy
I request business consulting or training services from the SBA or an SBA resource partner.  I agree to cooperate should I be selected to participate in a short survey designed to evaluate SBA services. 
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Funded in part through a Cooperative Agreement with the U.S. Small Business Administration

Funded in part through a Cooperative Agreement with the U.S. Small Business Administration