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SARE Project Impacts: 2016-2023

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www.sare.org publications an-introduction-to-business-planning business-planning-tasks

Business Planning Tasks

Task 1: Identify Values Start the business planning process by identifying your values. These are your most important ideas, beliefs or standards that guide you when you need to make decisions. Naming your values now will help you later in the business planning process when it’s time to create your mission and vision, goals, and […]

www.sare.org publications an-introduction-to-business-planning an-introduction-to-business-planning

An Introduction to Business Planning

Before we get into the details of how to create a business plan, let's first address some important questions about the process, including: Some of the most important pieces of a business plan include: What is a Business Plan? In general, you can think of a business plan as a “roadmap to success.” It combines […]

www.sare.org publications an-introduction-to-business-planning

The Basics of Farm Business Planning

www.sare.org publications organic-transition farmer-business-plan-examples

Farmer Business Plan Examples

Transitioning Dairy, Minnesota (Prepared Spring 2013) Business Plan: Nate and Angie Walter Executive Summary Walter Dairy is located in Villard, Minn., on 240 acres of good grazing and cropping land. We are entering our final year of transition for crops and livestock. Our dairy herd of 103 cows has been grazed since 2002 when we […]

www.sare.org publications organic-transition planning-task-5-present-implement-monitor-your-business-plan

Planning Task Five: Present, Implement, Monitor Your Business Plan

Download all planning task five worksheets using the link above. You are almost there! You have made it through the toughest task—strategic planning—and are now ready to pull your ideas together into a written document. In this planning task, you will: Begin or Complete Your Written Business Plan If you have been drafting a plan […]

www.sare.org publications organic-transition planning-task-four-strategic-planning-and-evaluation

Planning Task Four: Strategic Planning and Evaluation

Download all planning task four worksheets using the link above. In this task, you will create business strategies for transitioning and certifying your farm. Strategies form the core of your business plan and address questions about how you will get from here (pre-transition) to there (organic certification). We will provide strategy examples throughout this planning […]

www.sare.org publications organic-transition planning-task-three-vision-mission-and-goals

Planning Task Three: Vision, Mission and Goals

Download all planning task three worksheets using the link above. This planning task is, perhaps, the most enjoyable of those in-cluded in the Planner. It offers an opportunity to dream—to imagine your future and develop goals for the farm business. The work you do in this planning task will help you complete the business overview, […]

www.sare.org publications organic-transition history-and-current-situation-planning-task-two

Planning Task Two: History and Current Situation

Download all planning task two worksheets using the link above. In this task, you will begin exploring your readiness for transition by taking stock of past experiences and by preparing an inventory of current resources. The farm histo-ry and current situation summaries that you develop here will help you communicate to family members, other business […]

www.sare.org publications organic-transition values-planning-task-one

Planning Task One: Values

Download all planning task one worksheets using the link above. In this planning task you will explore personal and business-related values. Well-defined values will help you develop goals that all members of the family and business support. You may choose not to include values in your written business plan—this will depend on your audience and […]

www.sare.org publications organic-transition using-the-organic-transition-business-planner

Using the Organic Transition Business Planner

This publication, referred to as the Planner, is a specialized guide to assist farmers, ranchers and food business owners (new or experienced, small- or large-scale) interested in exploring transition strategies prior to becoming certified organic. The Planner will prove most useful if applied before beginning transition. However, you will certainly benefit from using the Planner […]

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Sustainable Agriculture Research and Education University of Maryland US Department of Agriculture

This work is supported by the Sustainable Agriculture Research and Education (SARE) program under a cooperative agreement with the University of Maryland, project award no. 2024-38640-42986, from the U.S. Department of Agriculture’s National Institute of Food and Agriculture. Any opinions, findings, conclusions, or recommendations expressed in this publication are those of the author(s) and should not be construed to represent any official USDA or U.S. Government determination or policy.


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