1. Assembling aAssembling a
Loan PackageLoan Package
AnewAmerica Community CorporationAnewAmerica Community Corporation
Holy Names CollegeHoly Names College
Applied Technology Module: with an emphasis onApplied Technology Module: with an emphasis on
Business Communications & Social ResponsibilityBusiness Communications & Social Responsibility
(Loan Package Development)(Loan Package Development)
Pamela Snyder, Technology & Business Action Circle InstructorPamela Snyder, Technology & Business Action Circle Instructor
Carlos F. Camargo, Ph.D. Technology Program CoordinatorCarlos F. Camargo, Ph.D. Technology Program Coordinator
2004 © AnewAmerica

2. 22004 © AnewAmerica
GOALS FOR TODAY
 Review our work since BP training.
 Pull together the parts of the
Business Plan into one document.

3. 32004 © AnewAmerica
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

4. 42004 © AnewAmerica
Your Name
Company Name
Your Address_____
City,State ___Zip Code
May 16, 2002
Customer Name
Title if any
Complete 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,
___________________________________

5. 52004 © AnewAmerica
LO MEJOR EN LIMPIEZA
Maria Perez Perez
Business Plan
2004
AnewAmerica Community Corporation
Holy Names College
Class 2 –Frontpiece “La Portada”

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Class 3 – Table of Contents
Table of Contents
Executive Summary
Personal Information
Business Concept or Idea
General Description
Goals & Objectives
Industry Information

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Class 4 -Executive Summary
“Resumen Ejecutivo”
ROCOMUSIC
Maria 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.

8. 82004 © AnewAmerica
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)

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Class 6 - TABLES
DESCRIPCION COSTO ESTIMADO
Compra Material $
Alquilar (25%) $
Telefono $
Materiales $
Seguros $
TOTAL $

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Class 7 – Cover Letter to Bank
Dear 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,

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

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Our Goal is One Document
This Plan will not be
finished – it will be the
beginning of the finished
product –
“My Business Plan”

13. 132004 © AnewAmerica
Using Tools in WORD
Page
Numbers
FRESHCATCH Business Plan
Page 1 of 12

14. 142004 © AnewAmerica
View/ Header & Footer

15. 152004 © AnewAmerica
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.

16. 162004 © AnewAmerica
¿preguntas?