Part One

Entrepreneur ToolKit

Preparing to launch: Define your vision, purpose, and plans


This guide is the first part of my Entrepreneur Toolkit, a multi-part series of guides that helps entrepreneurs tackle different aspects of entrepreneurship. Click here to view the other guides.

I support new (and new-ish) small business owners, helping them create strategies and plans that can sustain and grow their businesses. I created the Entrepreneur Toolkit to support those who need support during the initial stages of their journey.

After completing the Entrepreneur Toolkit, the first installment in my three-part Entrepreneur Toolkit, you will better understand your business goals and how to achieve them. By posing questions aimed to help you reflect and strategize, the Entrepreneur Toolkit will give you the confidence to take the leap into entrepreneurship.

There’s also a special section about finances from Ashley Feinstein Gerstley, founder of the Fiscal Femme. Her advice is invaluable, especially given that money can feel like one of the most daunting aspects of starting a business.

This workbook will help you:

  • Figure out exactly what you’re looking to achieve

  • Hone in on exactly why you’re starting a business

  • Determine what resources you need to get started

  • Focus on what gaps you are looking to fill

  • Get clear on what challenges you’re facing and how to tackle them

  • Understand what you and your business need to financially flourish

These questions are meant to lead you to exciting places and make you feel empowered to take on your challenges. Remember to have fun! You’re creating a vision for your business and life, but you don’t have to have all the answers at this moment. As you and your small business evolve and grow, you can return to this guide over and over.

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