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Business Planning

Course developer

Prior knowledge

Ekon1023, Microeconomics

Ekon2113, Corporate Finance

Ekon2117, Macroeconomics

Ekon3106, Marketing

VadZ2029, Analysis of Economic Activities

Course abstract

Students acquire theoretical knowledge of and practical skills in business planning. The course provides students with an understanding of the substance of planning and the structure of a business plan. The course familiarises students with the kinds of plans and the basic principles and methods of planning and develops skills to perform market analyses, design a marketing plan, manage a production process and create an organisational structure as well as do risk factor analyses and financial planning.

Learning outcomes and their assessment

Students will have:
1. Knowledge of the substance of business planning and the methodology – a test.
2. Knowledge and understanding of the goal and tasks of designing a business plan, the key functions of it as well as the process of designing the business plan – independent work, practical assignments.
3. Ability to demonstrate the knowledge acquired by assessing their own business ideas – practical assignments.
4. Ability to apply a number of competitor analysis methods as well as do market research studies – practical assignments.
5. Ability to apply the theoretical fundamentals and skills learnt and design parts of a business plan – practical assignments.
6. Ability to find, analyse and assess information needed for planning– practical assignments.
7. Ability to explain and present to others their own research results – a presentation of the structure of a business plan.
8. Ability to responsibly plan the completion of assignments given – practical assignments submitted.
9. Ability to answer questions regarding a planning methodology – practical assignments, a test.

10. Ability to integrate knowledge and skills of various fields for all the stages of business plan development – practical assignments, business plan development stages.

Course Content(Calendar)

1. Planning methodology.
2. Characteristics of a business plan.
3. Content, development sequence and layout of a business plan.
4. Characteristics of goods and services produced.
5. Studies and analysis of a sales market.
6. Competitors and competitive advantages.
7. Characteristics of the enterprise and relevant industry.
8. Marketing plan.
9. Production plan.
10. Financial plan and a financing strategy.
11. Organisational plan.
12. Potential risks.

Requirements for awarding credit points

A test on the planning methodology is passed, practical assignments on business plan development stages are completed and presented.

Description of the organization and tasks of students’ independent work

The student must independently prepare for the test on the planning methodology and, in addition to practical assignments done during classes, design a business plan and prepare a presentation of the business plan.

Criteria for Evaluating Learning Outcomes

The final mark consists of the following pieces of assessment: a test (30%), business plan development (30%) and the business plan presentation (40%). 10% are equal to one point on a 10-point marking scale.

Compulsory reading

1. Alsiņa R. Mācies plānot. Biznesa plāna pamati. Rīga: Kamene, 2000. 75 lpp.
2. Muška A. Uzņēmējdarbības plānošana. Rīga: SIA KIF Biznesa komplekss, 2005. 93 lpp.
3. Zvirbule-Bērziņa A., Mihejeva L., Auziņa A. Plānošanas un ražošanas procesa organizēšanas pamatprincipi. Rīga: Biznesa augstskola Turība, 2004. 144 lpp.
4. No idejas līdz panākumiem Alternatīvie finansējuma avoti. Rīga: Izdevniecība Lietišķās informācijas dienests, 2009. 192 lpp.
5. Saksonova S. Uzņēmuma darbības plānošanas paņēmieni. Mācību līdzeklis. Rīga: SIA Izglītības soļi, 2004. 105 lpp.
6. Uzsākt biznesu Autoru kolektīvs. Sērija: Lessons Learned, sarunas ar pasaules biznesa līderiem. Rīga: Izdevniecība Lietišķās informācijas dienests, 2009. 104 lpp.
7. Vestvuds D. Kā rakstīt mārketinga plānu. Rīga: Zvaigzne ABC, 2008. 128 lpp.

8. Reismanis Ē. Biznesa plāna veidošanas pamatprincipi: mācību metodiskais materiāls Biznesa ekonomisko pamatu, komerczinību programmām. Rīga: Junior Achievement Latvija, 2005. 24 lpp.

Further reading

1. Alsiņa R., Gertners G. Uzņēmējdarbības plānošanas principi un metodes. Rīga: RTU, 2005. 47 229 lpp.
2. Caune J., Dzedons A. Stratēģiskā vadīšana. Rīga: Lidojošā zivs, 2009. 384 lpp.
3. Lēmumu pieņemšana Autoru kolektīvs. Sērija: Harvard Business Review on. Rīga: Izdevniecība Lietišķās informācijas dienests, 2007. 196 lpp.
4. Rurāne M. Uzņēmējdarbības organizācija un plānošana. Rīga: Biznesa augstskola Turība, 2002. 330 lpp.
5. Caune J., Dzedons A. Stratēģiskā vadīšana: funkcionālā, biznesa un korporatīvā līmeņa stratēģija. Rīga: De Novo, 2004. 120 lpp.
6. Uzņēmuma darbības novērtēšana Autoru kolektīvs. Sērija: Harvard Business Review on. Rīga: Izdevniecība Lietišķās informācijas dienests, 2008. 179 lpp.

7. Zariņa V., Strēle I. Finanšu plānošana uzņēmumā. Rīga: Izdevniecība Lietišķās informācijas dienests, 2009. 105 lpp.

Periodicals and other sources

1. Dienas Bizness un tā pielikumi – Saldo, Lietišķā Diena Top 500 u.c.
2. Biznesa plāna paraugs (paplašināts) - http://www.scribd.com/doc/19942975/Biznesa-plna-paraugs-paplaints
3. Biznesa plānošanas teorētiskie aspekti - http://retail.about.com/od/freesamplebusinessplans/a/writing_a_plan.htm
4. Latvijas Investīciju un attīstības aģentūras portāls - www.liaa.gov.lv

5. LR Centrālā statistikas pārvalde - www.csb.gov.lv

Notes

Field study course (Part B2) for the ESAF first-level professional higher education programme Business Studies