Have you been dreaming about starting your own business? Opening and operating your own business can be rewarding and fulfilling in so many ways but also difficult and stressful if you don’t have a detailed business plan in place. Business plans help prepare you for success by functioning as a guide for your business needs.

“The most valuable part of writing a business plan is the education you gain by researching and writing it.” (WA Small Business Guide 2025)

The Washington State Small Business Guide advises prospective business owners to first ask themself this important question, “Why Start a Business?”. By asking and answering this question, prospective business owners can determine their motivation for starting a business. Keep in mind, every business needs to solve a problem their customers face.

A standard business plan consists of eight parts:

  1. Mission & vision statements
  2. Descriptions of business structures
  3. Market analysis
  4. Marketing plan
  5. Operations plan
  6. Personnel plan
  7. Employee benefits
  8. Financing plan

Mission & vision statements

A mission statement is a brief description of what you do. It helps you and those working with you to stay focused on what’s important. A vision statement answers the question “What do we want to become?” It provides you with direction as you make decisions that will impact the future of your business.

Descriptions of business structures

A business is a legal entity separate from an individual or marital community, a sole proprietorship or a general partnership. It can own property, hold bank accounts and is required to pay taxes. There are different types of business structures, each with unique benefits and limitations.

Market analysis

Define your product or service and conduct market analysis. A market analysis will help you determine if there is a need in the marketplace for your product or service, who would be most likely to buy your offerings, and where your customers are located.

Marketing plan

Once you’ve identified your customer, you need to determine how you will get your customers to buy your product or service.

Operations plan

This reflects all the basics of operating your business such as location, start date, equipment, supply needs, inventory, description of operation, legal need, insurance needs, recordkeeping, etc.

Personnel plan

This reflects your personnel plan for when you need to hire employees. Your personnel plan should include types of positions needed and when, whether employees are permanent or temporary, job descriptions and skill needs, training requirements, compensation and benefits and personnel policies.

Employee benefits

Offering benefits, such as health insurance, can help you attract and retain good employees. Be sure to research different benefit options before making a final decision for your business and employees.

Financing plan

You need to have a well-researched estimate of the start-up and operating costs of your business, so you are not caught off guard financially. You also need to have a realistic expectation of the amount of money your business will bring in. These projections will help you prepare financially for starting your business, whether you finance the business yourself or seek outside loans or investors.

Your business plans should be clear and concise. Remember to create achievable goals and sensible timelines. Focus on optimizing your finances/budget and always identify risks so you know what to expect. Keep in mind, careful planning and research will improve your chances of success. Finally, always remember to revisit your business plan every year to make revisions if needed because your plans may change for one reason or another.

Interested in a free Business Plan Template? Go to Business Plan Template for a Startup Business and download the fillable worksheets to start drafting your business plan today. More Business Plan templates and resources can be found at Business Plan Resources | SCORE.

Want more information about writing a Business Plan? Go to Small Business Guide: Plan or contact a PIM Savvy Financial Coach.

PIM Savvy offers FREE Financial Coaching appointments. PIM Savvy’s Financial Coaches can help you create a budget/debt management plan, set savings goals, identify strategies to improve your credit score, create a resume, search for jobs, prepare for an interview, apply for jobs online or start a business. Visit pimsavvy.com/coaching, call 206-565-2961, Option 4 (English), Option 2 (Spanish) or email at vita@pimsavvy.com to schedule your appointment today!

Blog Sign-Up

Looking for the L & I Blog? [ Click here! ]

Scroll to Top

Please enter your information in our sign-up form to gain access to the Learning Lounge.

Event Registration

"*" indicates required fields

Name/Ім'я*
This field is hidden when viewing the form
MM slash DD slash YYYY
This field is for validation purposes and should be left unchanged.

Services we provide:

  • Build core financial skills
  • Saving strategies
  • Establish good spending habits
  • Find ways to save money
  • Track expenses
  • Wants vs. needs exercise
  • Create a budget
  • Research debt reduction or consolidation options

Reach out today to inquire. Fill out the form or text Coaching to 206-565-2961.

Learn how to register your business, write a business plan and more.

Are you interested in starting a business in Washington State but don’t know where to start? PIM Savvy can help you develop a business plan and walk you through each of the steps required to open your own business. We will work with you to develop a business plan, conduct market research, and ensure you have all the necessary components in place such as the proper licenses and permits to register and open your business.

  • Create business plans
  • Conduct target market and competitive business research
  • Assistance with business registration and Unified Business Identifiers (UBI)s
  • Guidance on business licenses and permits
  • Help with Federal Tax Identification Number, also known as the Employer Identification Number (EIN) applications
  • Information on Business Checking Accounts
  • Develop workplace safety programs including an Accident Prevention Programs (APP)s

Budgeting & Saving

  • Create a personalized plan
  • Track expenses
  • Wants vs. needs
  • Overcome and avoid triggers
  • Create and stick to a budget
  • Establish good spending habits
  • Find ways to save money
  • Save for major goals

Taxes

  • Free tax prep services for qualifying taxpayers (VITA)
  • Working Families Tax Credit application help
  • Earned Income Tax Credit
  • Learn basics of Federal Taxes

Applying for Loans

  • Seek credit options 
  • Compare credit options
  • Understand credit options
  • Make informed decisions

Resume Development

  • Resume and cover letter assistance

TEMPORARY TEXT (APPLY FOR NEW JOBS)

  • TEMPORARY TEXT

Job Searching

  • Career research and exploration

TEMPORARY TEXT (HIGHER WAGES)

  • TEMPORARY TEXT

Understanding and Building Credit

  • Learn key factors to improve credit
  • How to build credit
  • Analyze interest rates
  • Learn how credit scores factor in to financial success

Debt Management

  • Take steps to pay off debt
  • Build core financial skills
  • Manage money wisely
  • Debt consolidation or reduction
  • Accomplish financial goals

Event Registration

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.

¿Está interesado en iniciar un negocio en el estado de Washington pero no sabe por dónde empezar? PIM Savvy puede ayudarle a desarrollar un plan de negocios y guiarlo a través de cada uno de los pasos necesarios para abrir su propio negocio. Trabajaremos con usted para desarrollar un plan de negocios, realizar investigaciones de mercado y asegurarnos de que tenga todos los 2 omponents necesarios, como las licencias y permisos adecuados para registrar y abrir su negocio.

Servicios que brindamos:

  • Crear planes de negocios
  • Realizar investigaciones de mercado objetivo y de negocios competitivos.
  • Asistencia con el registro de empresas y los identificadores comerciales unificados (UBI)
  • Orientación sobre licencias y permisos comerciales
  • Ayuda con las solicitudes del Número de Identificación Fiscal Federal, también conocido como Número de
  • Identificación del Empleador (EIN) Información sobre cuentas corrientes comerciales
  • Desarrollar programas de seguridad en el lugar de trabajo, incluidos programas de prevención de accidentes (APP)

Buscando un cambio de carrera? ¿Necesitas un trabajo lo antes posible? ¿Su currículum está desactualizado y necesita ser actualizado? PIM Savvy está listo para ayudar con todos los aspectos de la búsqueda de empleo, desde actualizar currículums hasta solicitar empleo. Lo guiaremos a través del proceso de búsqueda de empleo brindándole recursos, investigaciones y asesoramiento de expertos para que pueda tener confianza y estar listo para comenzar una nueva carrera.

Servicios que brindamos:

  • Asistencia con currículum y carta de presentación
  • Consejos para entrevistas y mejores prácticas
  • Investigación y exploración de carreras
  • Orientación sobre itinerarios educativos
  • Conceptos básicos y herramientas de networking
  • Soporte para solicitudes de empleo
  • Habilidades de organización para ayudarle en su búsqueda de empleo
  • Ayuda para navegar por plataformas y listados de búsqueda de empleo

 

Comuníquese hoy para preguntar. Complete el formulario o envíe un mensaje de texto con la palabra ‘Coaching’ al 206-565-2961.

Are you interested in starting a business in Washington State but don’t know where to start? PIM Savvy can help you develop a business plan and walk you through each of the steps required to open your own business. We will work with you to develop a business plan, conduct market research, and ensure you have all the necessary components in place such as the proper licenses and permits to register and open your business.

Services we provide:

  • Create business plans
  • Conduct target market and competitive business research
  • Assistance with business registration and Unified Business Identifiers (UBI)s
  • Guidance on business licenses and permits
  • Help with Federal Tax Identification Number, also known as the Employer Identification Number (EIN) applications
  • Information on Business Checking Accounts
  • Develop workplace safety programs including an Accident Prevention Programs (APP)s

Looking for a career change? In need of a job as soon as possible? Is your resume outdated and needs to be refreshed? PIM Savvy is ready to help you with all the aspects of job seeking from updating resumes to applying for jobs. We will guide you through the job search process by providing resources, research, and expert advice so you can be confident and ready to start a new career.

Services we provide:

  • Resume and cover letter assistance
  • Interview tips and best practices
  • Career research and exploration
  • Guidance on education paths
  • Networking basics and tools
  • Job application support
  • Organization skills to help your job search
  • Help navigating job search platforms and listings

 

Reach out today to inquire. Fill out the form or text Coaching to 206-565-2961.

  • If there are no appointments available, you can try walking in.
  • No appointment is needed if dropping off tax information for virtual tax filing.
  • Eligible individuals and families can receive the Working Families Tax Credit – a tax refund up to $1,290 for Washington workers. If eligible, we will help with the application. See flyer in English; Spanish; Ukrainian; or Other Languages.
  • If you have any questions, email vita@pimsavvy.com or text 206-565-2961.
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.