The RC Whatley 
​Business Planning Exercise™ 

Step One

Download and Complete the RC Whatley Business Plan Groundwork Exercise™​.  

Note: ​This should take 2-3 hours.
RC Whatley Business Planning Groundwork Exercise™.pdf
File Size: 275 kb
File Type: pdf
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Step Two

Download and complete the full RC Whatley Business Planning Exercise™.  

​Note: This should take 8-12 hours. 

Tips for Completing This Workbook
Involve your entire team when it makes sense. This will establish accountability and ownership.
  • Do not attempt to complete this workbook in one sitting! Block out several 2 or 3 hour sessions. This will keep your mind fresh and result in a better plan. 
  • Once you have completed the Basic Information and Business Goals sections, you will be asked to evaluate 12 separate functions of your business. Business Functions are defined on Pages 2 – 5. 
  • Answer all questions to the best of your ability. If you aren’t sure how to answer a particular question, check with one of your team members and see if you can work out a reasonable answer. 
  • Don’t allow yourself to get overwhelmed. This exercise will probably force you to look at your business at a much deeper level than you have in the past. 
RC Whatley Business Planning Workbook™.pdf
File Size: 547 kb
File Type: pdf
Download File