Instructor: Ed Schwartz
Credit Hours: 4.00

Approval Number:


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Course Description


Florida Board of Professional Engineers Provider# CEP 00199

To increase the probability of organizational success, the existing forward looking engineering firm should develop management processes foar maintaining a regularly updated "Business Plan" which defines the business’s strategic intent, evaluates the organization’s current situation, and defines those actions necessary to keep the organization focused and successful.


This four-hour distance learning course familiarize the participant with basic planning concepts and practices, defines a ten-step process to build a business plan, and describes how to implement the plan. An example business plan is partially developed and the primary reasons for planning failures are discussed. The course explains planning issues related to an existing business but discusses the key differences between a startup and an existing business. The sessions are illustrated by the author’s actual experiences while facilitating and participating in planning exercises for both profit and non-profit organizations.


The course is designed for either existing business executives/managers or for professionals who are interested in business planning principals. In order to receive credit for this course the participant must successfully complete a series of quizzes designed to test his/her knowledge of the subject presented in this course. To successfully complete this course, the participant must obtain an aggregate score of all the quizzes of 70% or greater.


Four (4) Professional Development Hours (PDH)



Course Objectives


At the completion of the course, the participant will have a clear understanding of the following topics:

  • Elements of the Business Plan
  • Strategic, Tactical, and Operational Plan Elements
  • Vision, Mission, and Values Statements
  • The ten-step process to building a successful business plan
  • Business plan implementation techniques


Other Approvals


Florida Board of Professional Engineers (FBPE): 0009596
Nebraska Board of Engineers: 1111101
National Professional Engineer board: 1111101