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Plan your business

No matter what your project, you need to plan effectively to succeed.

In this section, you’ll find examples and models of business plans and learn how to draft a market study, marketing plan or export plan.

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Tool

Financial Performance Data

Find out how your business measures up to others in your industry with this benchmarking tool.
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Guide

Forecast and plan your sales

Learn how to develop sales forecasts and plans.
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Factsheet

Franchises (in French only)

Find publications that provide information about the current franchising situation in Quebec.
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Tool

Futurpreneur Canada Business Plan Writer

Are you ready to start your business? You can use this online tool to develop, write, and download your business plan.
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Website

Futurpreneur Canada resources for social enterprises

Discover resources to help you start a business with a social purpose. Find tips, tools, guides, plans, and more.
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Guide

Group your customers into market segments

Learn how to group your customers into market segments to better understand what they really want, and how to gain valuable customers.
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Guide

Guide to market research and analysis

Discover how market research can help your business succeed and learn how to conduct a variety of market research activities.
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Factsheet

How to forecast new product sales

Discover how you can estimate the sales of your new product.
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Directory

ICRIQ.com directory of Quebec businesses

This free business directory lists Quebec suppliers of products and services.
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Factsheet

Identify opportunities arising from your current business

Are you sitting on a golden opportunity for growth? Your current operations may be more fruitful than you think.
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Guide

Importance of knowledge to a growing business

Discover available information sources, the best way to use the information, and learn how to create a knowledge strategy for your business.
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Directory

Intelligence centres and information services

Find intelligence resources for your activity sector.
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Tool

Interactive Business Plan — Desjardins

A step-by-step tool to help you develop your business plan.
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Tool

Interactive marketing plan – Desjardins

Use this tool to set your strategic business goals, build a market research report, and develop your marketing strategies.
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Factsheet

International market research

Know the steps to follow when researching foreign markets.
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Factsheet

Introduction to market research

Learn how to get accurate and specific information about your customers and competitors.
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Guide

Key considerations when buying an existing business

You may find it more beneficial to buy an existing business than to create one from scratch.
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Guide

Know your strategic alliance options

Alliances can help you expand your market. Learn about the different alliance strategies, and how to avoid risks and choose the right partners.
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Guide

La capitalisation des entreprises de l'économie sociale (in French only)

Learn how to improve the capitalization of your business to achieve financial independence and stability.
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Guide

Manage risk

Identify the risks your business may face and learn to set up an effective risk management program to maximize your chances of success.
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Statistics

Market reports — Canadian Trade Commissioner

Access key market intelligence by industry and by region and discover new global market opportunities. Registration is required.
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Guide

Market research methods

Find out how to use popular research methods to do market research for your business.
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Marketing plan outline

Learn what to include in your marketing plan.
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Guide

Measure performance and set targets

Learn about the benefits of performance measurement and setting targets for your business, and how to choose key performance indicators to measure.
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Guide

Modèle pour l'élaboration d'une stratégie globale d'entreprise (in French only)

Choose an overall strategy for your business using the structured analysis proposed in this model.
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Factsheet

National Bank — My Business Model

If you are starting or growing a business, use this business model tool to help with your planning process.
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Factsheet

Organizational design

Set up your organization - employees, information and technologies - to best meet your business objectives.
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Guide

Planning Your Business — RBC Royal Bank

Learn about the 7 key sections of a business plan and find examples to help you prepare your plan.
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Guide

Prepare a business plan for growth

Learn how to transform your business plan from a static document to a dynamic model that will help your business survive and prosper.
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Guide

Price your product or service

Find out how to set a pricing strategy and how to study your costs and pricing to ensure that your business is profitable.
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Website

Priority markets

Learn more about the export markets identified as offering the best opportunities for Canadian businesses.
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Guide

Put a price tag on your business: A guide to business valuation

If you need to know the value of your business, learn about the different approaches to business valuation.
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Statistics

Research and insights to help you grow and compete

Looking for information that is relevant to your business? Find research, statistics and analyses of Canada's industries.
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Guide

Review your business performance

Identify the steps in assessing your business's performance and what you can do to make some desired improvements.
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Tool

Scotiabank — Writing a Business Plan

Access an interactive tool to help you create an effective business plan.
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Website

Selling a business

When you are selling your business, or part of a business, the CRA can answer your questions on subjects such as business number, payroll and GST/HST.
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Guide

Skills and training for directors and owners

Identify the necessary skills you require for the smooth functioning of your business.
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Statistics

Statistical profiles by region and geographical RCMs

Consult these statistical profiles of administrative regions and RCMs and equivalent territories.

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Guide

Strategic planning

Learn how to write a strategic plan and how to make the transition from the initial planning stage to implementation.
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Guide

Succession planning

Find the right strategy for selling your business or handing it over to someone else.
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Guide

Succession planning and business transfer

Know your options when it comes to succession and identify the best path for you and your company to follow.
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Factsheet

Technological and strategic intelligence

Learn what intelligence is, how to implement it in your business and what resources are available to help you.
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Factsheet

Types of survey questions

Examine different kinds of closed-ended and open-ended questions that can be used in surveys.
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Guide

Understand your competitors

Learn how to identify your competitors, research what they do and act on the information you obtain.
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Training

Upcoming and on-demand webinars

Find out how these webinars can help you break into foreign markets.
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Guide

Use design in your business

Find out how design can benefit your business, from product to business strategy development, and how to manage the process and measure its success.
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Guide

Use innovation to grow your business

Learn how to make innovation a key process, how to plan for it and how to create a suitable business environment for developing your ideas.
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Guide

Website analytics and performance management

Do you want to know how effective your website is? Find out how visitors reach your website, what they do there, and how often they visit.
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Factsheet

Why do you need a business plan?

A business plan is a valuable tool for every business owner, whether you are starting up, have been in business for years, or are ready to grow.
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Guide

Your guide to business planning — CIBC

Start planning with the help of this line-by-line approach to business plan writing that takes you through the process one step at a time.
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