LoanPackageDevelopment

Assembling a Assembling a Loan PackageLoan Package

AnewAmerica Community CorporationAnewAmerica Community Corporation

Holy Names CollegeHoly Names College

Applied Technology Module: with an emphasis on Applied Technology Module: with an emphasis on Business Communications & Social Responsibility Business Communications & Social Responsibility

(Loan Package Development)(Loan Package Development)

Pamela Snyder, Technology & Business Action Circle InstructorPamela Snyder, Technology & Business Action Circle InstructorCarlos F. Camargo, Ph.D. Technology Program CoordinatorCarlos F. Camargo, Ph.D. Technology Program Coordinator

2004 © AnewAmerica

22004 © AnewAmerica

GOALS FOR TODAY Review our work since BP training. Pull together the parts of the

Business Plan into one document.


Class 1- Introduction to Business Letters

WHO – Quien Soy WHAT- Que voy hacer (mi plan de negocio) WHY – El porque (la parte unica) WHEN - Cuando


Your NameCompany NameYour Address_____City,State ___Zip Code

May 16, 2002

Customer NameTitle if anyComplete Address

Dear ___________________________________:Please permit me to introduce myself. My name is ______________,and I am the owner of ___________________________________, a_________________________._____________________________ specializes in offering the best in_________________________ at the most reasonable prices possible.The next time you need ___________________________________, please think of us at___________________________________. We'd love to have the opportunity to serve you.Sincerely,___________________________________


LO MEJOR EN LIMPIEZAMaria Perez Perez

Business Plan2004

AnewAmerica Community CorporationHoly Names College

Class 2 –Frontpiece “La Portada”


Class 3 – Table of Contents

Table of ContentsExecutive Summary

Personal Information

Business Concept or IdeaGeneral DescriptionGoals & ObjectivesIndustry Information


Class 4 -Executive Summary “Resumen Ejecutivo”

ROCOMUSICMaria and Claudia Reyes are the partners in this innovative Latin Music/ CD business which had it’s origins in the Oakland Swap-Meet. The associates have prepared for expanding the business venture by completing a business course and preparing their business plan…etc.


Class 5 – Expressing Your Democratic Voice Bill Comment Response

Thank you for your comments on AB 692 authored by Assemblywoman Aroner. Your comments have been forwarded to Assemblywoman Aroner's office and are listed below for your records.

Your Comments I would like to personally thank you for your interest in supporting

low-income persons, like myself, who have the desire to lead a better life in this country. We have the potential, ability, and experience to succeed, but often times lack the basic essential resources, such as money. Your proposal helps people like me to come a step closer to reaching our dreams of starting our own business. The Open Door-IDA Savings Incentive program is a great motivation. New America Foundation is giving me the opportunity to reach my goal.(CLN)

I am very thankful towards the New America Foundation for assisting me, in all aspects, to reach my goal of opening my own handicrafts business. With the Open Door – IDA Savings Incentive Program, I am preparing to make my dream of having my own business become a reality. (GC)


Class 6 - TABLES

DESCRIPCION COSTO ESTIMADO

Compra Material $

Alquilar (25%) $

Telefono $

Materiales $

Seguros $

TOTAL $


Class 7 – Cover Letter to BankDear Mr. Smith:

I am writing to enquire about a small business loan. Enclosed please find two (2) copies of my Business Plan. “Spark of History”, my photography business, has been developed with the assistance of AnewAmerica Community Corporation and Holy Names College.

I have worked for XX years with this non-profit corporation, developing my business plan and the skills needed to become successful in today’s economy. I am interested in continuing and expanding my photography services.

I may be contacted at (415) 222-1234. I will call your office in two weeks to hear your comments on the enclosed Plan. I look forward to hearing from you soon.

Sincerely,


Pulling It All TogetherOpen a Document in Word. Save it as BIZ PLAN 1.We will COPY and PASTE our other documents into this new doc.


Our Goal is One Document

This Plan will not be finished – it will be the beginning of the finished product –

“My Business Plan”


Using Tools in WORD

PageNumbers

FRESHCATCH Business Plan Page 1 of 12


View/ Header & Footer


Insert Page Number/ Number of Pages

In WORD toolbar Inert HEADER and FOOTER Type Page Insert Page Number You can also insert the total number of

pages.


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LoanPackageDevelopment

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