This is a coaching tool to be used with the client after signing the TOLI Microloan Contract. It is a follow-up exercise for the TOLI Business Basics Course, or a primer exercise to the TOLI Business Basics Course, if a client has not yet taken it. This tool will help personalize the business training for each client’s specific business idea, to help them finalize, modify, or improve their business plan. This worksheet will also help the client begin the practice of record keeping and planning tangible goals.

Client Vision Planning Session Workshet (pdf) (English)