lessons designed for

Starting a small business

Every business needs a plan, and this lesson can help you go from concept to company. Whether it's creating a budget or forming an LLC, it breaks down the steps that an aspiring business owner needs to know.

Lesson materials

Available in Spanish
4 Presentations
8 Resources
1 Videos

These materials were designed to support you in planning, preparing for and delivering your lesson. Deciding which to use—whether all of them or a few—is entirely up to you. Consider the length of time you have, your audience, and the type of engagement you would like to have with participants (lecture vs. workshop).

Presentations

The presentations visually guide your participants through the lesson topic. The first document shows the complete lesson, while the rest of the documents are the individual lessons saved separately, in case you do not have a lot of time or only want to focus on a single topic.

Resources

Some materials in this section are intended for you to use and some are designed for your participants. Each is clearly marked. After downloading the documents, feel free to print them and hand them out to your participants.

Videos

You’re welcome to show your participants the videos below. The presentations will indicate at what point in the lesson a video should be shown. Remember, this is only a framework for delivering the lesson. You can always decide for yourself which videos you want to show and when.

Teaching Resources

At the bottom of this page are additional resources to support you, including links to related materials on BetterMoneyHabits.com that can be shared with your participants before or after a lesson so that they can explore more information on their own time.

In Spanish:

Note: The buttons will download all the lesson materials. The first button will download the presentations and resources, while the second button will download the videos. When downloading videos, closed-captioning will not be enabled. Please evaluate the needs of your audience in advance and utilize the online video if closed-captioning is required.

Presentations

Supplement your class session with professionally prepared presentations.

Building a financial foundation

Starting a small business

Growing a small business

Pivoting a small business

Resources

Give participants a useful takeaway of what you covered in the classroom. Just download and print.

Personal budget worksheet

Are you ready? handout

Business plan guide

Cash flow statement handout

Profit and loss handout

Balance sheet worksheet

Operating budget worksheet

Evaluation handout

Videos

Liven up your lessons and improve retention with a companion video. If your classroom isn’t Wi-Fi enabled, remember to download the relevant video files onto your computer before class begins.

Teaching resources

Make your class even more engaging with a few tested teaching techniques.

Presenter guide

Discover best practices and audience insights to help you deliver a more effective presentation.

Certificate of completion

Download a printable certificate you can present to participants of the session.

Keep them engaged

Encourage participants in your Starting a small business session to discover additional information on their own time. Share the link below with your participants:

Lesson materials

Available in Spanish
In Spanish:

These materials were designed to support you in planning, preparing for and delivering your lesson. Deciding which to use—whether all of them or a few—is entirely up to you. Consider the length of time you have, your audience and the type of engagement you would like to have with participants (lecture vs. workshop).