Laying it Out on Paper

You might be thinking to yourself, "Why should I wastebe afraid to ask others in your field how they do
my time writing a business plan? I know what (webbusiness -- you might be surprised how many people
designers, freelance writers, professional organizers)are willing to share.
do!" Knowing intellectually what your industry is allMAKING YOUR COMPANY STAND OUT IN THE
about and pinpointing exactly where you want yourCROWD
business to go are two entirely different propositions.This is the hard part -- deciding how you will make
Something happens when you empty vague ideas outyour company seem more attractive to clients than
of your head and SOLIDIFY them on paper. Suddenly,the competitors. You are going to have to get inside
it seems easier to move forward on projects for yourthe mind of your consumer and understand what
business. Resources appear out of nowhere. Youinfluences their purchasing decisions. Is it price? Quality
begin meeting people who can help you accomplishof service? The reputation of the organizer? Begin by
your goals. Sound like magic? It isn't. But having a clearasking the people around you how they would decide
idea of what you want to accomplish makes youwhich organizer to hire. Then, you need to determine
more aware when you encounter someone orhow you will make your company stand out. Will you
something that can help get you there.offer discounts or "value-added" services? Share
Unfortunately, some people see creating a businesstestimonials about your work? Create flashy
plan as an almost insurmountable feat -- they maybrochures? Decide how you are different from the
work on their plan for years, never reaching the end.others and capitalize on that idea.
This is absurd! Putting a business plan together involvesYOUR PROFITABILITY
nothing more than asking yourself a series ofEven if you aren't planning on taking out a business
questions about how you will structure your company.loan, you still need to know whether or not your
Moreover, it's okay if you leave some things out thecompany will be profitable. First, examine how you
first time through. As time passes, you will have thecharge for your services -- is it by the hour? By the
opportunity to revise your business plan to reflect yourjob? Based on an up-front estimate? Now look at the
changing focus.number of clients you can reasonably service each
The type of business plan we are developing is merelyweek, month, or quarter. Be sure to leave time in there
a short-term roadmap for your entrepreneurialfor a personal life -- remember that you can't see
activities -- to help you understand your financial needs,clients 24 hours a day (no matter how attractive that
set "production" goals, think through any potentialbig paycheck may seem!) Based on these two figures,
obstacles, and develop your daily business operatingwhat is your projected income for the next year?
procedures.Next, take a look at your regular business expenses --
YOUR COMPANY'S "VITAL STATISTICS"how much do you spend each year on office
We will begin with the easy part -- a straightforwardsupplies? Travel? Marketing? If you don't know, that's
description of who and where your company is today.your first goal for the new year -- to set up an
Include your business name, address, phone, the entityaccounting system that will track your expenses and
(sole proprietorship, LLC, corporation, etc.), and type ofincome! How do you expect those expenses to
business. You also want to describe any clients thatchange over the next year? Do you have any big
you have secured. If you are new in business, youpurchases or investments planned?
might say, "I don't have any clients yet." But if you haveWhen you compare your projected income to your
spoken to anyone about this business venture, I'm sureprojected expenses, how do you come out? Ahead?
you've heard, "Let me know when you get yourBreaking even? In the red? Let's think about some
business going. I need your help!" So be sure to includeways you could either increase your income -- you
those potential clients on your list.could work more hours, raise your rates, expand the
WHO NEEDS YOUR SERVICES?services you offer, increase your profit margin on
Let's take a look at why someone would hire you.organizing supplies you sell. You can also consider
Your potential clients all face certain problems that willreducing your expenses -- cutting back cell phone
cause them to seek out your assistance -- and youminutes, meeting networking contacts for coffee
must tailor your services to those needs. So take ainstead of lunch, buying supplies in bulk. Try to come up
minute to imagine some of your "typical" clients. Whatwith a list of at 10 different ways you can improve
is causing them problems, and what can you do toyour profit margin.
help them? And be specific. When I started as aADVERTISING AND PROMOTIONS
Professional Organizer, a statement like, "My clientsThe next big question is how you are going to market
are disorganized and need me to organize them," didn'tto your clients -- how you will educate them about the
do much to define my client base. But rephrasing it toservices you provide and the benefits of working with
say, "My clients are overburdened with paper and theyyour company. The first step is to think about the big
need me to help them set up filing systems and learnpicture -- your marketing strategy. Are you selling your
how to manage incoming paper," brought me one stepcompany based on the speed with which you work,
closer to setting up my business structure.your price, or extra services? Then emphasize that as
MARKET OPPORTUNITIESthe CENTRAL THEME in all of your marketing efforts.
Every market has a "no-brainer" -- a huge,Is your intention to put your name in front of as many
under-served, or untapped population that is just sittingpeople as possible, or a specifically targeted
there waiting to be serviced by you! You just need topopulation? Do you want your company to be the
figure out who those clients are. If you live in Florida,most recognized name in the industry or the organizer
you might find an overabundance of elderly clientsfor the elite? Your marketing strategy should be
who are downsizing to a retirement community andshaped first by whom you want to reach, and then
need help cleaning out -- a great market forhow you plan to reach them.
Professional Organizers.When it comes to choosing a marketing vehicle, you
Big cities are filled with busy executives who don'thave a lot of choices -- direct mail, radio and TV, trade
have time to stay on top of their daily responsibilities --shows, public appearances, word of mouth, special
perfect for service businesses that "come to you"promotions. Which are the best methods for you?
(grocery delivery, car detailing at your office). AndStart by talking to other professionals about what
most suburbs are overflowing with overwhelmedworks for them. And use your gut instinct -- think
homemakers -- they need help maintaining their homesabout what you can afford, which method will best
(handyman services), looking after their children (tutors,reach your audience, and what would attract you to a
child care providers), and getting their errands donecompany. Don't feel as though you have to envision 10
(concierge services). No one is limiting you to just oneyears worth of advertising right now -- marketing, like
population. But finding a "niche" can help build yourall other parts of running a business, is a constantly
business quickly and give you a steady client base.developing process.
DESCRIBING YOUR MARKETDAY-TO-DAY OPERATIONS
Now we are ready to focus in on your market --It's also important for you to give some thought to how
those clients that you plan to serve. Be very specificyou will manage the daily details of your business.
about who your clients will be. Don't just say that yourPlanning ahead for simple things -- how you will stay
market is "everyone who needs their car serviced" oron top of your accounting, who will manage different
"anyone with hair." Are you limited to a specificadministrative duties, what technology you will utilize --
geographic area (say, within fifty miles of your office)?will make running a business easier in the end. Make a
Do you plan to work with the elderly, busy executives,list of tools and technologies you plan to employ --
single parents, men, women, or kids? Will you offereverything from your planner to your accounting
different kinds of services to different clients (closetprogram to your cell phone. Also think about the
organizing for some and paper management forprofessional help you plan to employ -- advisors like
others)? What about different levels of serviceyour CPA and attorney, freelance consultants, and
(consulting versus doing the hands-on work yourself)?even paid employees. Who are these people? What
Will your business slow down during the summer orskills or experience do they bring to the table? How will
pick up at the first of the year?their involvement benefit your business?
Try to think through each question thoroughly andCOMPETITIVE ANALYSIS
pinpoint the demographics of your client population.Finally, we must determine how well your business will
WHO IS YOUR COMPETITION?fare among the competition. To do this, you must have
Before you begin any business venture, it is always aa clear idea of how you will know you are succeeding.
good idea to know your competition. Some fields, likeWill you base your success on income, number of
Professional Organizing, are much more collaborativeclients, level of happiness, or fame? Once you know
than competitive -- others, such as PR and advertising,what success looks like, you need to identify any
are very cut-throat. However, competition in thestrengths or weaknesses that will affect your chances
abstract is still always a concern. If a client has aof achieving that success. Finally, you must develop a
choice between you and even one other organizer,plan for overcoming those weaknesses. That may
that's technically competition. You will need to makeinvolve improving your business skills -- or hiring
yourself more attractive to the client than yoursomeone else to do work that is outside your realm of
competitors to win the job. Do some research to findexpertise. Be as honest as you can when answering
out what other professionals in your area are doingthese questions -- the more candid you are in
(check with your professional association, look in thedeveloping your business plan, the easier it will be to
Yellow Pages, and scan the classified ads). And don'tcarry out. Good luck!