Plan It. Build It. Own It.

Welcome to the WBCUtah Toolkit, a collection of customizable templates designed to make launching and growing your business a little easier.

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WBCUtah Checklist

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Explore what you may need to get started or grow your business. Check things off as you go!

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Templates and Checklists

Getting started as a New Business Owner

  • Ensure your new business is built on a solid foundation with our essential checklist designed to cover the basics every entrepreneur needs. From legal requirements to financial planning, this guide will help you navigate the critical steps for a successful launch.

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Business Financial Analysis Template

  • This spreadsheet helps you to check the profitability and health of your business and compares several years to see if you are improving over time.

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Establishing a Business Entity Checklist

  • A business entity checklist is vital for women entrepreneurs aiming to establish and manage their businesses.

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Social Media Calendar Template

  • Maximize your social media impact with our calendar template. Organize your posting schedule and create niche content tailored to your audience. Each pillar helps you develop focused messages that resonate with your target market. Streamline content planning, enhance brand presence, and connect meaningfully with followers while staying organized.

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Risk Management Analysis Template

  • Use this spreadsheet to identify your business’ threats, dependencies, and vulnerabilities and make a plan for when one of them will happen.

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Action Plan Template

  • The Action Plan Template is a structured tool designed to help you outline and prioritize the necessary steps to achieve your business objectives. By clearly defining tasks, assigning responsibilities, and setting deadlines, this template ensures that your goals are actionable and trackable. It's an essential resource for translating your strategic plans into concrete actions, facilitating effective execution and progress monitoring.

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Business Plan Template

  • A guide to help you write a compelling 8-10 page business including suggested sections and information you should include.

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Cash Flow Analysis Template

  • Spreadsheet to project 1-3 years of monthly revenue and expenses.

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SWOT Analysis Template

  • Use this template to identify your business (and/or your personal) and in order to leverage your strengths, improve weaknesses, mitigate impact of threats and take advantage of opportunities.

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How to Talk to Your Partner about Starting a Business

  • A guide to approaching this conversation with clarity, confidence, and collaboration.

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