SCORE Counselors to America's Small Business
Ask SCORE for Business Advice SCORE Counselors
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Business Planning Worksheet

In order to make your first counseling session as efficient as possible, you may wish to fill out, prior to your first session, the Business Planning Worksheet (an editable MS-Word Document).  This worksheet is an optional tool that can help your counselors understand your business or idea, and help you in developing or refining your business plan.

Please feel free to complete as much, or as little, of this form as you feel is appropriate for your situation.  Do not feel that you must have answers to all, or even many, of these questions at your first visit.  This worksheet is an optional tool for your use, as well as your counselors, so please use it as such.

PDF Version of Worksheet

If you do not have a word processor capable of opening the Microsoft Word version of our Business Planning Worksheet, we have a pdf version that can be opened with a free Adobe Reader.

Please complete it by hand and bring it to your counseling session.