business plan for secretarial studies

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Starting a Secretarial Business

Tell us what a secretarial service does and the types of services you can offer.

Well, typically a secretary at an office provides typing, which today is called word processing, and in addition to just plain typing they also provide a variety of office support services, which could include filing, anything that a business needs, basically. To be more specific, typing can mean typing letters, invoices, proposals, it can be business plans, contracts, papers, applications, and even complete books or procedure manuals, anything, so as a secretarial service you will get small jobs and you will get large jobs. Another service that’s quite popular is what people refer to as data entry, and most of that really means typing addresses and putting on mailing labels. In addition to some services like typing, some people will offer additional services that require more advanced skills, and that can be fliers and brochures and newsletters, which is traditionally called desktop publishing. When the Macintosh came out with Pagemaker, it was called desktop publishing. Today I don’t hear that term that much, but I refer to anything that requires more layout skills and also you may be asked to answer telephones, record keeping and so on, although practically it happens very little that home-based secretarial services provide answering service. There are people that actually put up a whole telephone system, and there are people that even provide mailing services and have specialized mailing equipment. So it can really vary from typing services to anything that people need. It can be Internet research, it can be even resume writing, most secretarial services do provide resume typing, but if you really want to learn the skills of resume writing it’s not that hard to do, and it can create additional profits. Transcription is one of the things that I recommend that everyone provide because it creates a lot of additional hours of work and it’s very profitable and you can get a lot of repeat business when you do transcription. And I’m not referring here to medical transcription or legal transcription. It’s a little area that’s not very well known, what they call business transcription. You can transcribe anything from interviews that your clients will do, like a writer who needs interviews transcribed, Insurance companies, public speakers use a lot of them. It’s a good area to get into as a secretarial service.

What about payroll and bookkeeping? Are these the types of services that are provided by some secretarial services?

They can be. Mostly not payroll services because they’re more advanced kind of work, they’re more specialized. But regular bookkeeping is provided by some secretarial services, but not by the majority of them. What’s the difference between a secretarial service and a virtual assistant?

There’s not that much difference. A virtual assistant considers themselves more experienced. They also do a larger variety of work. They can do Internet research, they can specialize in Web design or copywriting or other promotional writing. They need to be more Internet knowledgeable because they have to be able to upload files and download files. In general, they feel superior to secretarial services, but the main difference really when it comes down to it is that the secretarial service typically provides services to local people, where the VA can provide services to anyone. But you can call yourself a VA when you’re a secretarial service.

What are some of the advantages for companies who hire secretarial services?

There’s quite a lot of advantages. Businesses don’t have time to type, they don’t have time to do their own filing, so they farm those jobs out because then they can do what they’re doing best. It’s a more productive way for them to work conduct their business. They don’t need extra computers, they don’t need extra desks, so they’re saving some space. You usually can do a better job when you’re creating documents than the owners of a business would do because that’s what you’re specializing in. And they don’t have to learn a bunch of stuff they don’t want to do.

Is it hard to learn how to do? Are there secretarial schools or can you take a secretarial course?

You have to have typing skills. You don’t have to be fast, but you have to know how to type and you have to be able to learn some of the formatting features that your clients are going to want. You have to know how to line up paragraphs nicely, how to create bullets, things like that. In general, you can learn it yourself if you want to, that’s basically what I personally did with a few extra classes that I did take. I do recommend that you do take a couple computer classes. You can take Windows classes so you don’t get in trouble using your old computer. You can take word processing classes, Excel classes, anything you want to learn. A good place to do that is look at your local community colleges. They’re very good. There’s also career centers, there is regional occupational programs, they’re called ROP. There are traditional secretarial schools. They’re really used by people who want to work in an office. No one will ask you for a degree. None of your clients will ask you for a degree. A lot of the VA websites are actually selling certificates for VA’s, but the bottom line is your clients are not interested in a certificate or in a degree, what they’re really interested in is that you can do the job, and that you do it well. So regardless how you learn your skills, the bottom line is you have to do them and you have to do them well, and all the rest is really not that important.

Do most people who start a secretarial service have previous experience as a secretary or administrative assistant?

The secretarial business appeals to people that have the experience that have been secretaries in the past, but I also know a lot of people that had no experience whatsoever, that just had a computer, they know how to type, and they wanted to make money at home with their computer. So they answer is some do have previous experience and some don’t. It helps if you do have the experience, but it’s not necessary.

What do you need to get started? I mean, how much does it cost to get started in this business?

If you have a computer and a printer, then it costs very little. Of course if you don’t have a computer, it costs you the cost of a computer, but you can have any basic system if you’re just going to provide word processing services. Any computer that you buy today, any new computer will do everything you need done. You can buy used computers for almost nothing, some people will give away their old computers, so it doesn’t have to cost anything if you’re a little bit creative. You do have to have a printer, so that’s one expense that some people have to make because they may not have a printer for their own use. And pretty much you get a ream of paper, you make business cards, you get a telephone, and you can be in business.

Can companies hire you for just a small job, or do most secretarial services require some sort of longer term contract, or can you work on a retainer basis?

Yes, you can do that when you first get started. You will get a lot of small jobs. Personally I don’t really want to do them anymore, but at the beginning I took just about any work I could get. What’s important, though, is that you charge a minimum fee. I will charge $20 even just to change an address or change someone’s name, or anything, even a one-line change, a five minute change, will cost them $20. And people really don’t complain about it. There are people that make an agreement, and that’s a really, really good thing to do, but very few people actually do it. The people that do it do very well. You can have an ongoing agreement for a minimum amount of work. And let’s say your client will pay you 20 hours of work and in compensation for that you give them a discount on the work. It works for both people, and you’re guaranteed to get that work. So it’s a very good marketing technique, but that very, very few secretarial services are actually using.

Can you offer a secretarial or virtual assistant service to businesses say in another part of the country, or do most people limit their services to their local area?

I recommend when you first get started, that you contact your local clients. It’s easier to get local clients than to get clients that you don’t know that are far away. It has the advantages that you can meet with people the first time, although I hardly see any of my clients. I see them the first time, and then everything else is done by e-mail, most of the time, so I hardly ever see my clients. I even have a pickup box where when the work is done, if it’s physically work, if it’s printed work that they have to pick up, they can just come to my door and pick it up from the outside without really even coming in. But it is harder for someone who gets started to work like a VA does to get clients that they have no personal contact with.

How much do most secretarial businesses charge for their services.

The prices are all across the board. You have students that only charge like $10 which is really ridiculous. And if you really want to be a professional secretarial service, you have to calculate all your non-billable hours, it’s not because a secretary in an office makes $10 an hour that you should only charge $10 an hour. You’re not going to have forty hours a week billable time. You’ll have to spend some time marketing, you’ll have to spend some time doing administrative tasks and so on, so my recommendation is that you charge a minimum of $25 an hour, and you should ideally get about $30 an hour. But it varies, mostly depending on how confident you feel about your services. That’s really the bottom line.

What are some ways you can find customers for your secretarial service? What kind of marketing and advertising do you recommend?

The best kind of marketing is word-of-mouth. And of course that takes time. I love referrals personally, but you don’t get them when you first get started. So at first you have to start doing a lot of networking, contacting people in person, talk to your friends, ask them for referrals, ask them who they know, visit businesses, do yellow page advertising, do direct mail, you can send out letters, you can hand out business cards to anyone that you meet, you can send out fliers, any of those things. The main thing with marketing is you want to do it on an ongoing basis. People think, one mailing I send out twenty letters or even a hundred letters, and they don’t get results immediately and they get discouraged. Well, that’s not how direct marketing works. You have to send out letters or postcards. Postcards is actually what I recommend more than letters. You send out postcards and a month later or two months later, you send them out again, and then again. It’s just not a one time shot. It’s an ongoing thing.

Are there a lot of typing scams out there? What are some red flags you should look for?

There’s a lot of people promising things they don’t deliver. One of the main scams are people buying lists of clients, and they present it as people that have typing work. Number one, those people don’t have typing work, they just use lists from the phone book, I mean you’re better off actually compiling your own local lists of the types of businesses that you want to work with. There’s also your old envelope typing scam, which is worthless as you know, but people still fall for that. Just a lot of promises of people that don’t deliver. I actually have a really good report about typing scams on my website. If you go to the website at the top right there’s a little box that you can click on to get a report about typing scams.

Should you offer to pay referral fees if customers recommend your service?

I don’t recommend paying referral fees, but I do recommend giving people an incentive to give you referrals, and one of the incentives can be that you give people a discount, you give them part of the work for free, but they still always have to buy something. Like you can give people a free resume update or something. You could give them a one page free if they buy a minimum of thirty dollars, something along that line. It’s really good to give them an incentive. And another thing is also to upsell your existing clients. Not only ask people for referrals, but also tell them what other kind of work you can do for them, so you get more work from your existing clients.

Are there useful magazines or books or websites related to this industry that would be helpful?

There’s no magazines that I know of, there used to be some newsletters. The books I’ve found in the past were really all outdated and I haven’t seen any good ones or know of any good ones recently. What I do recommend is really look on the Internet, subscribe to some on-line newsletters about marketing about small businesses, even bookkeeping for small businesses, things like that, copywriting, because anything you promote involves copywriting, so those are all good skills that you can learn and that you can find online by subscribing to some ezines or newsletters. There are a couple good products out there that I am aware of that I have read, and one of them is Michelle Miller’s book about medical transcription , and the other one is Lisa Taliga’s book about becoming a VA . There used to be an organization for secretarial services, and today everything is targeting towards VA’s. There is an organization for virtual assistants, it’s called the International Virtual Assistants Association . I also recommend that you join local computer user groups. I used most of what I learned at the beginning from going to, at the time what was a Macintosh user’s group, I don’t recommend today that you get a Mac, basically because of the incompatibilities, and because most of your clients are using a PC, but there are a lot of computer user groups, and they’re very useful in learning your computer skills basically. And I do recommend that you network with other secretarial services, and if there’s no organization in your area you could start an informal group yourself and network with other people. I have a breakfast with other secretarial services on a regular basis here locally and that works very well. You get referrals from people, you get information, you can have someone that you can call and ask a question, you get a lot of information when you form a group like that that people normally wouldn’t give you if they don’t know you.

What are the biggest mistakes people make when they’re just starting a secretarial service?

There are two big mistakes that people make, and the first one is that they charge too little money. And you can’t stay in business if you don’t charge enough for your services. That’s the biggest mistake I know people make. And the other mistake is they really expect business to come to them instead of going out of their way and marketing their business on an ongoing basis. They think they can just market once and be done with it, and then they stop marketing.

Leva Duell is the creator of The Secretarial Business-In-A-Box.

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24 of My Favorite Sample Business Plans & Examples For Your Inspiration

Published: February 06, 2024

I believe that reading sample business plans is essential when writing your own.

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As you explore business plan examples from real companies and brands, it’s easier for you to learn how to write a good one.

But what does a good business plan look like? And how do you write one that’s both viable and convincing. I’ll walk you through the ideal business plan format along with some examples to help you get started.

Table of Contents

Business Plan Format

Business plan types, sample business plan templates, top business plan examples.

Ask any successful sports coach how they win so many games, and they’ll tell you they have a unique plan for every single game. To me, the same logic applies to business.

If you want to build a thriving company that can pull ahead of the competition, you need to prepare for battle before breaking into a market.

Business plans guide you along the rocky journey of growing a company. And if your business plan is compelling enough, it can also convince investors to give you funding.

With so much at stake, I’m sure you’re wondering where to begin.

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Click this link to access this resource at any time.

Fill out the form to get your free template.

First, you’ll want to nail down your formatting. Most business plans include the following sections.

1. Executive Summary

I’d say the executive summary is the most important section of the entire business plan. 

Why? Essentially, it's the overview or introduction, written in a way to grab readers' attention and guide them through the rest of the business plan. This is important, because a business plan can be dozens or hundreds of pages long.

There are two main elements I’d recommend including in your executive summary:

Company Description

This is the perfect space to highlight your company’s mission statement and goals, a brief overview of your history and leadership, and your top accomplishments as a business.

Tell potential investors who you are and why what you do matters. Naturally, they’re going to want to know who they’re getting into business with up front, and this is a great opportunity to showcase your impact.

Need some extra help firming up those business goals? Check out HubSpot Academy’s free course to help you set goals that matter — I’d highly recommend it

Products and Services

To piggyback off of the company description, be sure to incorporate an overview of your offerings. This doesn’t have to be extensive — just another chance to introduce your industry and overall purpose as a business.

In addition to the items above, I recommend including some information about your financial projections and competitive advantage here too.:

Keep in mind you'll cover many of these topics in more detail later on in the business plan. So, keep the executive summary clear and brief, and only include the most important takeaways.

Executive Summary Business Plan Examples

This example was created with HubSpot’s business plan template:

This executive summary is so good to me because it tells potential investors a short story while still covering all of the most important details.

Image Source

Tips for Writing Your Executive Summary

• Start with a strong introduction of your company, showcase your mission and impact, and outline the products and services you provide.
• Clearly define a problem, and explain how your product solves that problem, and show why the market needs your business.
• Be sure to highlight your value proposition, market opportunity, and growth potential.
• Keep it concise and support ideas with data.
• Customize your summary to your audience. For example, emphasize finances and return on investment for venture capitalists.

Check out our tips for writing an effective executive summary for more guidance.

2. Market Opportunity

This is where you'll detail the opportunity in the market.

The main question I’d ask myself here is this: Where is the gap in the current industry, and how will my product fill that gap?

More specifically, here’s what I’d include in this section:

• The size of the market
• Current or potential market share
• Trends in the industry and consumer behavior
• Where the gap is
• What caused the gap
• How you intend to fill it

To get a thorough understanding of the market opportunity, you'll want to conduct a TAM, SAM, and SOM analysis and perform market research on your industry.

You may also benefit from creating a SWOT analysis to get some of the insights for this section.

Market Opportunity Business Plan Example

I like this example because it uses critical data to underline the size of the potential market and what part of that market this service hopes to capture.

Tips for Writing Your Market Opportunity Section

• Focus on demand and potential for growth.
• Use market research, surveys, and industry trend data to support your market forecast and projections.
• Add a review of regulation shifts, tech advances, and consumer behavior changes.
• Refer to reliable sources.
• Showcase how your business can make the most of this opportunity.

3. Competitive Landscape

Since we’re already speaking of market share, you'll also need to create a section that shares details on who the top competitors are.

After all, your customers likely have more than one brand to choose from, and you'll want to understand exactly why they might choose one over another.

My favorite part of performing a competitive analysis is that it can help you uncover:

• Industry trends that other brands may not be utilizing
• Strengths in your competition that may be obstacles to handle
• Weaknesses in your competition that may help you develop selling points
• The unique proposition you bring to the market that may resonate with customers

Competitive Landscape Business Plan Example

I like how the competitive landscape section of this business plan below shows a clear outline of who the top competitors are.

It also highlights specific industry knowledge and the importance of location, which shows useful experience in this specific industry. 

This can help build trust in your ability to execute your business plan.

Tips for Writing Your Competitive Landscape

• Complete in-depth research, then emphasize your most important findings.
• Compare your unique selling proposition (USP) to your direct and indirect competitors.
• Show a clear and realistic plan for product and brand differentiation.
• Look for specific advantages and barriers in the competitive landscape. Then, highlight how that information could impact your business.
• Outline growth opportunities from a competitive perspective.
• Add customer feedback and insights to support your competitive analysis.

4. Target Audience

Use this section to describe who your customer segments are in detail. What is the demographic and psychographic information of your audience?

If your immediate answer is "everyone," you'll need to dig deeper. Here are some questions I’d ask myself here:

• What demographics will most likely need/buy your product or service?
• What are the psychographics of this audience? (Desires, triggering events, etc.)
• Why are your offerings valuable to them?

I’d also recommend building a buyer persona to get in the mindset of your ideal customers and be clear on why you're targeting them.

Target Audience Business Plan Example

I like the example below because it uses in-depth research to draw conclusions about audience priorities. It also analyzes how to create the right content for this audience.

Tips for Writing Your Target Audience Section

• Include details on the size and growth potential of your target audience.
• Figure out and refine the pain points for your target audience , then show why your product is a useful solution.
• Describe your targeted customer acquisition strategy in detail.
• Share anticipated challenges your business may face in acquiring customers and how you plan to address them.
• Add case studies, testimonials, and other data to support your target audience ideas.
• Remember to consider niche audiences and segments of your target audience in your business plan.

5. Marketing Strategy

Here, you'll discuss how you'll acquire new customers with your marketing strategy. I’d suggest including information:

• Your brand positioning vision and how you'll cultivate it
• The goal targets you aim to achieve
• The metrics you'll use to measure success
• The channels and distribution tactics you'll use

I think it’s helpful to have a marketing plan built out in advance to make this part of your business plan easier.

Marketing Strategy Business Plan Example

This business plan example includes the marketing strategy for the town of Gawler.

In my opinion, it really works because it offers a comprehensive picture of how they plan to use digital marketing to promote the community.

Tips for Writing Your Marketing Strategy

• Include a section about how you believe your brand vision will appeal to customers.
• Add the budget and resources you'll need to put your plan in place.
• Outline strategies for specific marketing segments.
• Connect strategies to earlier sections like target audience and competitive analysis.
• Review how your marketing strategy will scale with the growth of your business.
• Cover a range of channels and tactics to highlight your ability to adapt your plan in the face of change.

6. Key Features and Benefits

At some point in your business plan, you'll need to review the key features and benefits of your products and/or services.

Laying these out can give readers an idea of how you're positioning yourself in the market and the messaging you're likely to use. It can even help them gain better insight into your business model.

Key Features and Benefits Business Plan Example

In my opinion, the example below does a great job outlining products and services for this business, along with why these qualities will attract the audience.

Tips for Writing Your Key Features and Benefits

• Emphasize why and how your product or service offers value to customers.
• Use metrics and testimonials to support the ideas in this section.
• Talk about how your products and services have the potential to scale.
• Think about including a product roadmap.
• Focus on customer needs, and how the features and benefits you are sharing meet those needs.
• Offer proof of concept for your ideas, like case studies or pilot program feedback.
• Proofread this section carefully, and remove any jargon or complex language.

7. Pricing and Revenue

This is where you'll discuss your cost structure and various revenue streams. Your pricing strategy must be solid enough to turn a profit while staying competitive in the industry. 

For this reason, here’s what I’d might outline in this section:

• The specific pricing breakdowns per product or service
• Why your pricing is higher or lower than your competition's
• (If higher) Why customers would be willing to pay more
• (If lower) How you're able to offer your products or services at a lower cost
• When you expect to break even, what margins do you expect, etc?

Pricing and Revenue Business Plan Example

I like how this business plan example begins with an overview of the business revenue model, then shows proposed pricing for key products.

Tips for Writing Your Pricing and Revenue Section

• Get specific about your pricing strategy. Specifically, how you connect that strategy to customer needs and product value.
• If you are asking a premium price, share unique features or innovations that justify that price point.
• Show how you plan to communicate pricing to customers.
• Create an overview of every revenue stream for your business and how each stream adds to your business model as a whole.
• Share plans to develop new revenue streams in the future.
• Show how and whether pricing will vary by customer segment and how pricing aligns with marketing strategies.
• Restate your value proposition and explain how it aligns with your revenue model.

8. Financials

To me, this section is particularly informative for investors and leadership teams to figure out funding strategies, investment opportunities, and more.

 According to Forbes , you'll want to include three main things:

• Profit/Loss Statement - This answers the question of whether your business is currently profitable.
• Cash Flow Statement - This details exactly how much cash is incoming and outgoing to give insight into how much cash a business has on hand.
• Balance Sheet - This outlines assets, liabilities, and equity, which gives insight into how much a business is worth.

While some business plans might include more or less information, these are the key details I’d include in this section.

Financials Business Plan Example

This balance sheet is a great example of level of detail you’ll need to include in the financials section of your business plan.

Tips for Writing Your Financials Section

• Growth potential is important in this section too. Using your data, create a forecast of financial performance in the next three to five years.
• Include any data that supports your projections to assure investors of the credibility of your proposal.
• Add a break-even analysis to show that your business plan is financially practical. This information can also help you pivot quickly as your business grows.
• Consider adding a section that reviews potential risks and how sensitive your plan is to changes in the market.
• Triple-check all financial information in your plan for accuracy.
• Show how any proposed funding needs align with your plans for growth.

As you create your business plan, keep in mind that each of these sections will be formatted differently. Some may be in paragraph format, while others could be charts or graphs.

The formats above apply to most types of business plans. That said, the format and structure of your plan will vary by your goals for that plan. 

So, I’ve added a quick review of different business plan types. For a more detailed overview, check out this post .

1. Startups

Startup business plans are for proposing new business ideas.

If you’re planning to start a small business, preparing a business plan is crucial. The plan should include all the major factors of your business.

You can check out this guide for more detailed business plan inspiration .

2. Feasibility Studies

Feasibility business plans focus on that business's product or service. Feasibility plans are sometimes added to startup business plans. They can also be a new business plan for an already thriving organization.

3. Internal Use

You can use internal business plans to share goals, strategies, or performance updates with stakeholders. In my opinion, internal business plans are useful for alignment and building support for ambitious goals.

4. Strategic Initiatives

Another business plan that's often for sharing internally is a strategic business plan. This plan covers long-term business objectives that might not have been included in the startup business plan.

5. Business Acquisition or Repositioning

When a business is moving forward with an acquisition or repositioning, it may need extra structure and support. These types of business plans expand on a company's acquisition or repositioning strategy.

Growth sometimes just happens as a business continues operations. But more often, a business needs to create a structure with specific targets to meet set goals for expansion. This business plan type can help a business focus on short-term growth goals and align resources with those goals.

Now that you know what's included and how to format a business plan, let's review some of my favorite templates.

1. HubSpot's One-Page Business Plan

Download a free, editable one-page business plan template..

The business plan linked above was created here at HubSpot and is perfect for businesses of any size — no matter how many strategies we still have to develop.

Fields such as Company Description, Required Funding, and Implementation Timeline give this one-page business plan a framework for how to build your brand and what tasks to keep track of as you grow.

Then, as the business matures, you can expand on your original business plan with a new iteration of the above document.

Why I Like It

This one-page business plan is a fantastic choice for the new business owner who doesn’t have the time or resources to draft a full-blown business plan. It includes all the essential sections in an accessible, bullet-point-friendly format. That way, you can get the broad strokes down before honing in on the details.

2. HubSpot's Downloadable Business Plan Template

We also created a business plan template for entrepreneurs.

The template is designed as a guide and checklist for starting your own business. You’ll learn what to include in each section of your business plan and how to do it.

There’s also a list for you to check off when you finish each section of your business plan.

Strong game plans help coaches win games and help businesses rocket to the top of their industries. So if you dedicate the time and effort required to write a workable and convincing business plan, you’ll boost your chances of success and even dominance in your market.

This business plan kit is essential for the budding entrepreneur who needs a more extensive document to share with investors and other stakeholders.

It not only includes sections for your executive summary, product line, market analysis, marketing plan, and sales plan, but it also offers hands-on guidance for filling out those sections.

3. LiveFlow’s Financial Planning Template with built-in automation

This free template from LiveFlow aims to make it easy for businesses to create a financial plan and track their progress on a monthly basis.

The P&L Budget versus Actual format allows users to track their revenue, cost of sales, operating expenses, operating profit margin, net profit, and more.

The summary dashboard aggregates all of the data put into the financial plan sheet and will automatically update when changes are made.

Instead of wasting hours manually importing your data to your spreadsheet, LiveFlow can also help you to automatically connect your accounting and banking data directly to your spreadsheet, so your numbers are always up-to-date.

With the dashboard, you can view your runway, cash balance, burn rate, gross margins, and other metrics. Having a simple way to track everything in one place will make it easier to complete the financials section of your business plan.

This is a fantastic template to track performance and alignment internally and to create a dependable process for documenting financial information across the business. It’s highly versatile and beginner-friendly.

It’s especially useful if you don’t have an accountant on the team. (I always recommend you do, but for new businesses, having one might not be possible.)

4. ThoughtCo’s Sample Business Plan

One of the more financially oriented sample business plans in this list, BPlan’s free business plan template dedicates many of its pages to your business’s financial plan and financial statements.

After filling this business plan out, your company will truly understand its financial health and the steps you need to take to maintain or improve it.

I absolutely love this business plan template because of its ease-of-use and hands-on instructions (in addition to its finance-centric components). If you feel overwhelmed by the thought of writing an entire business plan, consider using this template to help you with the process.

6. Harvard Business Review’s "How to Write a Winning Business Plan"

Most sample business plans teach you what to include in your business plan, but this Harvard Business Review article will take your business plan to the next level — it teaches you the why and how behind writing a business plan.

With the guidance of Stanley Rich and Richard Gumpert, co-authors of " Business Plans That Win: Lessons From the MIT Enterprise Forum ", you'll learn how to write a convincing business plan that emphasizes the market demand for your product or service.

You’ll also learn the financial benefits investors can reap from putting money into your venture rather than trying to sell them on how great your product or service is.

This business plan guide focuses less on the individual parts of a business plan, and more on the overarching goal of writing one. For that reason, it’s one of my favorites to supplement any template you choose to use. Harvard Business Review’s guide is instrumental for both new and seasoned business owners.

7. HubSpot’s Complete Guide to Starting a Business

If you’re an entrepreneur, you know writing a business plan is one of the most challenging first steps to starting a business.

Fortunately, with HubSpot's comprehensive guide to starting a business, you'll learn how to map out all the details by understanding what to include in your business plan and why it’s important to include them. The guide also fleshes out an entire sample business plan for you.

If you need further guidance on starting a business, HubSpot's guide can teach you how to make your business legal, choose and register your business name, and fund your business. It will also give small business tax information and includes marketing, sales, and service tips.

This comprehensive guide will walk you through the process of starting a business, in addition to writing your business plan, with a high level of exactitude and detail. So if you’re in the midst of starting your business, this is an excellent guide for you.

It also offers other resources you might need, such as market analysis templates.

8. Panda Doc’s Free Business Plan Template

PandaDoc’s free business plan template is one of the more detailed and fleshed-out sample business plans on this list. It describes what you should include in each section, so you don't have to come up with everything from scratch.

Once you fill it out, you’ll fully understand your business’ nitty-gritty details and how all of its moving parts should work together to contribute to its success.

This template has two things I love: comprehensiveness and in-depth instructions. Plus, it’s synced with PandaDoc’s e-signature software so that you and other stakeholders can sign it with ease. For that reason, I especially love it for those starting a business with a partner or with a board of directors.

9. Small Business Administration Free Business Plan Template

The Small Business Administration (SBA) offers several free business plan templates that can be used to inspire your own plan.

Before you get started, you can decide what type of business plan you need — a traditional or lean start-up plan.

Then, you can review the format for both of those plans and view examples of what they might look like.

We love both of the SBA’s templates because of their versatility. You can choose between two options and use the existing content in the templates to flesh out your own plan. Plus, if needed, you can get a free business counselor to help you along the way.

I’ve compiled some completed business plan samples to help you get an idea of how to customize a plan for your business.

I chose different types of business plan ideas to expand your imagination. Some are extensive, while others are fairly simple.

Let’s take a look.

1. LiveFlow

One of the major business expenses is marketing. How you handle your marketing reflects your company’s revenue.

I included this business plan to show you how you can ensure your marketing team is aligned with your overall business plan to get results. The plan also shows you how to track even the smallest metrics of your campaigns, like ROI and payback periods instead of just focusing on big metrics like gross and revenue.

Fintech startup, LiveFlow, allows users to sync real-time data from its accounting services, payment platforms, and banks into custom reports. This eliminates the task of pulling reports together manually, saving teams time and helping automate workflows.

"Using this framework over a traditional marketing plan will help you set a profitable marketing strategy taking things like CAC, LTV, Payback period, and P&L into consideration," explains LiveFlow co-founder, Lasse Kalkar .

When it came to including marketing strategy in its business plan, LiveFlow created a separate marketing profit and loss statement (P&L) to track how well the company was doing with its marketing initiatives.

This is a great approach, allowing businesses to focus on where their marketing dollars are making the most impact. Having this information handy will enable you to build out your business plan’s marketing section with confidence. LiveFlow has shared the template here . You can test it for yourself.

2. Lula Body

Sometimes all you need is a solid mission statement and core values to guide you on how to go about everything. You do this by creating a business plan revolving around how to fulfill your statement best.

For example, Patagonia is an eco-friendly company, so their plan discusses how to make the best environmentally friendly products without causing harm.

A good mission statement  should not only resonate with consumers but should also serve as a core value compass for employees as well.

Patagonia has one of the most compelling mission statements I’ve seen:

"Together, let’s prioritise purpose over profit and protect this wondrous planet, our only home."

It reels you in from the start, and the environmentally friendly theme continues throughout the rest of the statement.

This mission goes on to explain that they are out to "Build the best product, cause no unnecessary harm, and use business to protect nature."

Their mission statement is compelling and detailed, with each section outlining how they will accomplish their goal.

4. Vesta Home Automation

This executive summary for a smart home device startup is part of a business plan created by students at Mount Royal University .

While it lacks some of the sleek visuals of the templates above, its executive summary does a great job of demonstrating how invested they are in the business.

Right away, they mention they’ve invested $200,000 into the company already, which shows investors they have skin in the game and aren’t just looking for someone else to foot the bill.

This is the kind of business plan you need when applying for business funds. It clearly illustrates the expected future of the company and how the business has been coming along over the years.

5. NALB Creative Center

This fictional business plan for an art supply store includes everything one might need in a business plan: an executive summary, a company summary, a list of services, a market analysis summary, and more.

One of its most notable sections is its market analysis summary, which includes an overview of the population growth in the business’ target geographical area, as well as a breakdown of the types of potential customers they expect to welcome at the store. 

This sort of granular insight is essential for understanding and communicating your business’s growth potential. Plus, it lays a strong foundation for creating relevant and useful buyer personas .

It’s essential to keep this information up-to-date as your market and target buyer changes. For that reason, you should carry out market research as often as possible to ensure that you’re targeting the correct audience and sharing accurate information with your investors.

Due to its comprehensiveness, it’s an excellent example to follow if you’re opening a brick-and-mortar store and need to get external funding to start your business .

6. Curriculum Companion Suites (CSS)

If you’re looking for a SaaS business plan example, look no further than this business plan for a fictional educational software company called Curriculum Companion Suites. 

Like the business plan for the NALB Creative Center, it includes plenty of information for prospective investors and other key stakeholders in the business.

One of the most notable features of this business plan is the executive summary, which includes an overview of the product, market, and mission.

The first two are essential for software companies because the product offering is so often at the forefront of the company’s strategy. Without that information being immediately available to investors and executives, then you risk writing an unfocused business plan.

It’s essential to front-load your company’s mission if it explains your "Why?" and this example does just that. In other words, why do you do what you do, and why should stakeholders care? This is an important section to include if you feel that your mission will drive interest in the business and its offerings.

7. Culina Sample Business Plan

Culina's sample business plan is an excellent example of how to lay out your business plan so that it flows naturally, engages readers, and provides the critical information investors and stakeholders need. 

You can use this template as a guide while you're gathering important information for your own business plan. You'll have a better understanding of the data and research you need to do since Culina’s plan outlines these details so flawlessly for inspiration.

8. Plum Sample Business Plan

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550+ Business Plan Examples to Launch Your Business

Need help writing your business plan? Explore over 550 industry-specific business plan examples for inspiration.

Find your business plan example

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Business plan template: There's an easier way to get your business plan done.

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View all sample business plans

Example business plan format

Before you start exploring our library of business plan examples, it's worth taking the time to understand the traditional business plan format . You'll find that the plans in this library and most investor-approved business plans will include the following sections:

Executive summary

The executive summary is an overview of your business and your plans. It comes first in your plan and is ideally only one to two pages. You should also plan to write this section last after you've written your full business plan.

Your executive summary should include a summary of the problem you are solving, a description of your product or service, an overview of your target market, a brief description of your team, a summary of your financials, and your funding requirements (if you are raising money).

Products & services

The products & services chapter of your business plan is where the real meat of your plan lives. It includes information about the problem that you're solving, your solution, and any traction that proves that it truly meets the need you identified.

This is your chance to explain why you're in business and that people care about what you offer. It needs to go beyond a simple product or service description and get to the heart of why your business works and benefits your customers.

Market analysis

Conducting a market analysis ensures that you fully understand the market that you're entering and who you'll be selling to. This section is where you will showcase all of the information about your potential customers. You'll cover your target market as well as information about the growth of your market and your industry. Focus on outlining why the market you're entering is viable and creating a realistic persona for your ideal customer base.

Competition

Part of defining your opportunity is determining what your competitive advantage may be. To do this effectively you need to get to know your competitors just as well as your target customers. Every business will have competition, if you don't then you're either in a very young industry or there's a good reason no one is pursuing this specific venture.

To succeed, you want to be sure you know who your competitors are, how they operate, necessary financial benchmarks, and how you're business will be positioned. Start by identifying who your competitors are or will be during your market research. Then leverage competitive analysis tools like the competitive matrix and positioning map to solidify where your business stands in relation to the competition.

Marketing & sales

The marketing and sales plan section of your business plan details how you plan to reach your target market segments. You'll address how you plan on selling to those target markets, what your pricing plan is, and what types of activities and partnerships you need to make your business a success.

The operations section covers the day-to-day workflows for your business to deliver your product or service. What's included here fully depends on the type of business. Typically you can expect to add details on your business location, sourcing and fulfillment, use of technology, and any partnerships or agreements that are in place.

Milestones & metrics

The milestones section is where you lay out strategic milestones to reach your business goals.

A good milestone clearly lays out the parameters of the task at hand and sets expectations for its execution. You'll want to include a description of the task, a proposed due date, who is responsible, and eventually a budget that's attached. You don't need extensive project planning in this section, just key milestones that you want to hit and when you plan to hit them.

You should also discuss key metrics, which are the numbers you will track to determine your success. Some common data points worth tracking include conversion rates, customer acquisition costs, profit, etc.

Company & team

Use this section to describe your current team and who you need to hire. If you intend to pursue funding, you'll need to highlight the relevant experience of your team members. Basically, this is where you prove that this is the right team to successfully start and grow the business. You will also need to provide a quick overview of your legal structure and history if you're already up and running.

Financial projections

Your financial plan should include a sales and revenue forecast, profit and loss statement, cash flow statement, and a balance sheet. You may not have established financials of any kind at this stage. Not to worry, rather than getting all of the details ironed out, focus on making projections and strategic forecasts for your business. You can always update your financial statements as you begin operations and start bringing in actual accounting data.

Now, if you intend to pitch to investors or submit a loan application, you'll also need a "use of funds" report in this section. This outlines how you intend to leverage any funding for your business and how much you're looking to acquire. Like the rest of your financials, this can always be updated later on.

The appendix isn't a required element of your business plan. However, it is a useful place to add any charts, tables, definitions, legal notes, or other critical information that supports your plan. These are often lengthier or out-of-place information that simply didn't work naturally into the structure of your plan. You'll notice that in these business plan examples, the appendix mainly includes extended financial statements.

Types of business plans explained

While all business plans cover similar categories, the style and function fully depend on how you intend to use your plan. To get the most out of your plan, it's best to find a format that suits your needs. Here are a few common business plan types worth considering.

Traditional business plan

The tried-and-true traditional business plan is a formal document meant to be used for external purposes. Typically this is the type of plan you'll need when applying for funding or pitching to investors. It can also be used when training or hiring employees, working with vendors, or in any other situation where the full details of your business must be understood by another individual.

Business model canvas

The business model canvas is a one-page template designed to demystify the business planning process. It removes the need for a traditional, copy-heavy business plan, in favor of a single-page outline that can help you and outside parties better explore your business idea.

The structure ditches a linear format in favor of a cell-based template. It encourages you to build connections between every element of your business. It's faster to write out and update, and much easier for you, your team, and anyone else to visualize your business operations.

One-page business plan

The true middle ground between the business model canvas and a traditional business plan is the one-page business plan . This format is a simplified version of the traditional plan that focuses on the core aspects of your business.

By starting with a one-page plan , you give yourself a minimal document to build from. You'll typically stick with bullet points and single sentences making it much easier to elaborate or expand sections into a longer-form business plan.

Growth planning

Growth planning is more than a specific type of business plan. It's a methodology. It takes the simplicity and styling of the one-page business plan and turns it into a process for you to continuously plan, forecast, review, and refine based on your performance.

It holds all of the benefits of the single-page plan, including the potential to complete it in as little as 27 minutes . However, it's even easier to convert into a more detailed plan thanks to how heavily it's tied to your financials. The overall goal of growth planning isn't to just produce documents that you use once and shelve. Instead, the growth planning process helps you build a healthier company that thrives in times of growth and remain stable through times of crisis.

It's faster, keeps your plan concise, and ensures that your plan is always up-to-date.

Download a free sample business plan template

Ready to start writing your own plan but aren't sure where to start? Download our free business plan template that's been updated for 2024.

This simple, modern, investor-approved business plan template is designed to make planning easy. It's a proven format that has helped over 1 million businesses write business plans for bank loans, funding pitches, business expansion, and even business sales. It includes additional instructions for how to write each section and is formatted to be SBA-lender approved. All you need to do is fill in the blanks.

How to use an example business plan to help you write your own

How do you know what elements need to be included in your business plan, especially if you've never written one before? Looking at examples can help you visualize what a full, traditional plan looks like, so you know what you're aiming for before you get started. Here's how to get the most out of a sample business plan.

Choose a business plan example from a similar type of company

You don't need to find an example business plan that's an exact fit for your business. Your business location, target market, and even your particular product or service may not match up exactly with the plans in our gallery. But, you don't need an exact match for it to be helpful. Instead, look for a plan that's related to the type of business you're starting.

For example, if you want to start a vegetarian restaurant, a plan for a steakhouse can be a great match. While the specifics of your actual startup will differ, the elements you'd want to include in your restaurant's business plan are likely to be very similar.

Use a business plan example as a guide

Every startup and small business is unique, so you'll want to avoid copying an example business plan word for word. It just won't be as helpful, since each business is unique. You want your plan to be a useful tool for starting a business —and getting funding if you need it.

One of the key benefits of writing a business plan is simply going through the process. When you sit down to write, you'll naturally think through important pieces, like your startup costs, your target market , and any market analysis or research you'll need to do to be successful.

You'll also look at where you stand among your competition (and everyone has competition), and lay out your goals and the milestones you'll need to meet. Looking at an example business plan's financials section can be helpful because you can see what should be included, but take them with a grain of salt. Don't assume that financial projections for a sample company will fit your own small business.

If you're looking for more resources to help you get started, our business planning guide is a good place to start. You can also download our free business plan template .

Think of business planning as a process, instead of a document

Think about business planning as something you do often , rather than a document you create once and never look at again. If you take the time to write a plan that really fits your own company, it will be a better, more useful tool to grow your business. It should also make it easier to share your vision and strategy so everyone on your team is on the same page.

Adjust your plan regularly to use it as a business management tool

Keep in mind that businesses that use their plan as a management tool to help run their business grow 30 percent faster than those businesses that don't. For that to be true for your company, you'll think of a part of your business planning process as tracking your actual results against your financial forecast on a regular basis.

If things are going well, your plan will help you think about how you can re-invest in your business. If you find that you're not meeting goals, you might need to adjust your budgets or your sales forecast. Either way, tracking your progress compared to your plan can help you adjust quickly when you identify challenges and opportunities—it's one of the most powerful things you can do to grow your business.

Prepare to pitch your business

If you're planning to pitch your business to investors or seek out any funding, you'll need a pitch deck to accompany your business plan. A pitch deck is designed to inform people about your business. You want your pitch deck to be short and easy to follow, so it's best to keep your presentation under 20 slides.

Your pitch deck and pitch presentation are likely some of the first things that an investor will see to learn more about your company. So, you need to be informative and pique their interest. Luckily, just like you can leverage an example business plan template to write your plan, we also have a gallery of over 50 pitch decks for you to reference.

With this gallery, you have the option to view specific industry pitches or get inspired by real-world pitch deck examples.

Ready to get started?

Now that you know how to use an example business plan to help you write a plan for your business, it's time to find the right one.

Use the search bar below to get started and find the right match for your business idea.

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Secretarial Services Business Plan : free template

Welcome to the comprehensive guide on crafting a winning Secretarial Services Business Plan for (Secretarial Services Ltd). In this article, we will delve into essential sections that will form the foundation of your business plan, from the executive summary to financial forecasts. By carefully strategizing each aspect, you’ll gain valuable insights into the market, effectively position your services, and showcase the strength of your management team. Join us as we embark on this journey to create a roadmap for success in the dynamic world of secretarial services. Let’s begin!

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Secretarial Services Business Plan: Executive Summary

Introduction.

The executive summary of (Secretarial Services Ltd) provides a concise overview of the company’s business plan. This section outlines the key components of the plan, offering potential investors and stakeholders a glimpse into the company’s objectives, strategies, and financial projections.

Company Overview

(Secretarial Services Ltd) is a dedicated secretarial service provider aimed at offering comprehensive administrative support to businesses of all sizes. With a team of skilled professionals and a commitment to excellence, our company strives to become a leading player in the industry.

Mission and Vision

Our mission is to assist businesses in streamlining their operations by providing efficient secretarial services. We aim to become a trusted partner for our clients, enabling them to focus on their core competencies while we handle administrative tasks. Our vision is to set new standards in the secretarial services sector by delivering outstanding solutions that drive business growth.

Market Opportunity

The executive summary highlights the market opportunity that (Secretarial Services Ltd) seeks to capitalize on. With the increasing demands of the corporate world and a growing trend of outsourcing administrative functions, there is a significant market for reliable and professional secretarial services.

Competitive Advantage

(Secretarial Services Ltd) differentiates itself through its experienced and skilled team, cutting-edge technology adoption, and a customer-centric approach. By leveraging our competitive advantages, we aim to carve a distinct space in the market and gain a competitive edge.

Financial Snapshot

This section offers a summary of the financial forecasts and projections for (Secretarial Services Ltd). It outlines the anticipated revenue growth, cost structure, and potential return on investment for prospective stakeholders.

In conclusion, the executive summary encapsulates the essence of (Secretarial Services Ltd)’s business plan. As we embark on this journey, we are confident that our dedication, expertise, and market opportunities will propel us toward success and establish (Secretarial Services Ltd) as a leading provider of secretarial services.

Secretarial Services Business Plan: Product and Service

Service offerings.

At (Secretarial Services Ltd), we offer a comprehensive range of secretarial services tailored to meet the unique needs of our clients. Our core services include:

1. Administrative Support

We provide a wide array of administrative support, including document preparation, data entry, appointment scheduling, and email management. By outsourcing these tasks to us, businesses can optimize their time and resources, leading to increased productivity.

2. Virtual Assistance

Our virtual assistants are highly skilled professionals who can handle various tasks, such as travel arrangements, event planning, and internet research. By utilizing our virtual assistance services, businesses can operate more efficiently without the need for additional in-house staff.

3. Transcription Services

Accurate and timely transcription is vital for many businesses. We offer transcription services for audio and video recordings, interviews, meetings, and more, ensuring that our clients have accurate records of their important conversations.

4. Data Management

Managing data can be time-consuming and complex. Our data management services encompass data entry, data cleaning, database maintenance, and data analysis. This helps businesses maintain organized and reliable data systems.

5. Language Translation

As businesses operate on a global scale, language barriers can present challenges. We offer professional language translation services to help clients communicate effectively with international partners and customers.

Custom Solutions

In addition to our core services, (Secretarial Services Ltd) understands that each client has unique requirements. We work closely with our clients to develop custom solutions that address their specific needs, ensuring maximum satisfaction and value.

Quality Assurance

Our commitment to quality is unwavering. We have established robust quality assurance processes to maintain high standards across all our services. Rigorous reviews and checks are conducted to deliver error-free and top-notch services to our clients.

Customer Support

At (Secretarial Services Ltd), we prioritize excellent customer support. Our team is available to assist clients promptly, address any concerns, and provide ongoing support throughout the engagement

Secretarial Services Business Plan: Market Analysis

Industry overview.

The market analysis section delves into the broader industry in which (Secretarial Services Ltd) operates. The secretarial services industry plays a crucial role in supporting businesses by handling administrative tasks efficiently. As companies continue to focus on core competencies, the demand for reliable secretarial services has witnessed steady growth.

Market Size and Growth

The market analysis reveals the current market size of the secretarial services industry and its projected growth. Factors such as increased outsourcing of administrative functions, expansion of businesses, and the rise of startups contribute to the industry’s growth prospects.

Target Market

Identifying the target market is essential for (Secretarial Services Ltd) to channel its resources effectively. Our services cater to a diverse clientele, including small and medium-sized enterprises (SMEs), startups, entrepreneurs, busy professionals, and corporations seeking to optimize their operations.

Competitor Analysis

In this section, we analyze the key competitors in the secretarial services industry. Understanding the strengths and weaknesses of our competitors helps (Secretarial Services Ltd) devise effective strategies to position ourselves favorably in the market.

Competitive Advantages

Building upon the earlier executive summary, this subsection reiterates (Secretarial Services Ltd)’s competitive advantages. Our team’s expertise, technological infrastructure, personalized services, and commitment to customer satisfaction set us apart from competitors.

Market Entry Barriers

Entering the secretarial services market requires overcoming certain barriers. These may include initial investment costs, building a reputation in the industry, and establishing a reliable customer base. (Secretarial Services Ltd) has identified these barriers and devised strategies to mitigate them effectively.

Market Trends

Staying attuned to market trends is essential for any business’s long-term success. This section highlights the emerging trends in the secretarial services industry, such as the adoption of advanced technologies, remote work arrangements, and the need for sustainable practices.

Regulatory Considerations

Navigating the legal and regulatory landscape is critical for business operations. (Secretarial Services Ltd) complies with all relevant laws and regulations, and this section outlines the key compliance areas to assure potential investors and stakeholders.

The market analysis reaffirms (Secretarial Services Ltd)’s understanding of the secretarial services industry and its position within it. Armed with this knowledge, our company is well-prepared to leverage opportunities and overcome challenges to achieve sustainable growth

Secretarial Services Business Plan: Marketing & Sales Strategy

Target audience.

Identifying and understanding our target audience is crucial for developing an effective marketing and sales strategy. (Secretarial Services Ltd) has segmented its target audience based on industry, company size, and specific needs to tailor our marketing efforts accordingly.

Brand Positioning

In this section, we outline (Secretarial Services Ltd)’s brand positioning in the market. Our brand is positioned as a reliable and professional secretarial service provider, offering comprehensive solutions tailored to meet the unique requirements of our clients.

Marketing Channels

The marketing and sales strategy of (Secretarial Services Ltd) involves leveraging various channels to reach our target audience effectively. These channels include:

1. Digital Marketing

We employ digital marketing strategies such as search engine optimization (SEO), content marketing, social media marketing, and email campaigns to enhance our online visibility and attract potential clients.

2. Networking and Partnerships

Networking with relevant industry players, attending conferences, and forming strategic partnerships enable us to expand our reach and gain referrals from businesses in complementary sectors.

3. Website and Online Presence

Our website serves as a vital tool to showcase our services, success stories, and customer testimonials. A user-friendly website with clear calls-to-action enhances customer engagement and conversions.

4. Advertising and Promotions

Strategic advertising through online platforms, industry publications, and local media helps create brand awareness and attract potential clients.

Sales Approach

(Secretarial Services Ltd) employs a consultative sales approach to understand the unique needs of each client. By analyzing their requirements, we can propose tailored solutions that highlight the value we bring to their business.

Customer Relationship Management

Establishing and maintaining strong customer relationships is a priority for (Secretarial Services Ltd). We utilize customer relationship management (CRM) tools to keep track of interactions, ensure timely follow-ups, and provide personalized services.

Client Retention

Repeat business and client retention are vital for long-term success. We implement loyalty programs, discounts for ongoing services, and exceptional customer support to foster strong relationships with our existing clients.

Measuring Success

Key performance indicators (KPIs) are used to measure the success of our marketing and sales efforts. These KPIs include customer acquisition cost, conversion rates, customer lifetime value, and client satisfaction.

The marketing and sales strategy of (Secretarial Services Ltd) is designed to create a strong brand presence, attract potential clients, and build lasting relationships. By utilizing diverse marketing channels and a customer-focused approach, we aim to achieve sustainable growth and success in the market.

Secretarial Services Business Plan: The Management Team

The success of (Secretarial Services Ltd) heavily relies on the skills, expertise, and dedication of its management team. This section introduces the key members of the management team and their roles in driving the company forward.

Founder and CEO: [Founder’s Name]

As the visionary behind (Secretarial Services Ltd), [Founder’s Name] brings extensive experience in the secretarial services industry. Their strong leadership and strategic decision-making skills have been instrumental in shaping the company’s mission and goals.

Chief Operating Officer (COO): [COO’s Name]

[COO’s Name] oversees the day-to-day operations of (Secretarial Services Ltd). With a deep understanding of business processes and a focus on efficiency, they ensure that the company delivers high-quality services to its clients consistently.

Chief Financial Officer (CFO): [CFO’s Name]

Financial management is crucial for any business’s success, and [CFO’s Name] plays a pivotal role in (Secretarial Services Ltd). Their expertise in financial forecasting, budgeting, and risk management helps the company maintain financial stability and make informed decisions.

Director of Sales and Marketing: [Director’s Name]

Driving business growth and expanding the client base is the responsibility of [Director’s Name]. Their in-depth knowledge of marketing strategies and sales techniques enables (Secretarial Services Ltd) to reach its target audience effectively.

Head of Customer Relations: [Head’s Name]

Customer satisfaction is at the core of (Secretarial Services Ltd)’s values, and [Head’s Name] leads the team dedicated to achieving this goal. They ensure that clients receive exceptional service and that their feedback is taken into account for continuous improvement.

Human Resources Manager: [HR Manager’s Name]

The well-being of the company’s employees is overseen by [HR Manager’s Name]. They are responsible for talent acquisition, employee development, and fostering a positive work culture within (Secretarial Services Ltd).

Advisory Board

Apart from the core management team, (Secretarial Services Ltd) benefits from the expertise of its advisory board. The advisory board comprises industry experts, consultants, and successful entrepreneurs who provide valuable guidance and strategic insights.

Team Expertise and Experience

Each member of the management team brings a wealth of experience and expertise in their respective fields, making (Secretarial Services Ltd) a well-rounded and capable organization.

The management team at (Secretarial Services Ltd) plays a vital role in the company’s growth and success. Their combined efforts, experience, and dedication position the company for a promising future, with a focus on delivering top-notch secretarial services and exceeding client expectations

Secretarial Services Business Plan: Financial Forecasts or Projections

The financial forecasts section provides an in-depth analysis of (Secretarial Services Ltd)’s projected financial performance. These forecasts are based on careful analysis, market trends, and the company’s growth strategies.

Revenue Projections

This subsection outlines (Secretarial Services Ltd)’s expected revenue over the next few years. It factors in the projected growth in the client base, potential upselling opportunities, and the introduction of new services.

Expense Projections

To maintain financial stability, it is crucial to anticipate and manage expenses effectively. This part of the financial forecasts details the expected operational costs, including employee salaries, office rent, technology investments, marketing expenses, and more.

Profit and Loss (P&L) Statement

The P&L statement showcases the projected revenue and expenses of (Secretarial Services Ltd) over a specific period. It provides a clear overview of the company’s profitability and financial performance.

Cash Flow Projections

Cash flow is the lifeblood of any business, and this section projects (Secretarial Services Ltd)’s future cash inflows and outflows. It helps identify potential cash flow gaps and ensures the company’s ability to meet financial obligations.

Break-Even Analysis

The break-even analysis determines the level of revenue needed to cover all fixed and variable costs. It helps (Secretarial Services Ltd) understand when it is expected to become profitable and how changes in costs or pricing affect the bottom line.

Financial Ratios

This subsection presents important financial ratios that provide insights into (Secretarial Services Ltd)’s financial health and performance. Ratios such as liquidity ratios, profitability ratios, and efficiency ratios offer valuable information for decision-making.

Contingency Plans

Despite careful planning, unforeseen events can impact a business. In this section, (Secretarial Services Ltd) outlines contingency plans and risk management strategies to address potential challenges and ensure continuity.

The financial forecasts and projections demonstrate (Secretarial Services Ltd)’s potential for growth and profitability. These projections are a result of diligent planning and a commitment to financial prudence, positioning the company for a successful and sustainable future

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Do You Need a Degree to Become a Secretary?

Educational backgrounds of secretarys, a snapshot of today's secretaries' educational background, evolving trends and the shift in educational preferences, education for aspiring secretaries: what matters.

• Office Skills and Technology Proficiency: Often acquired through vocational training or community college courses focusing on computer applications, typing, and office procedures.
• Communication and Interpersonal Abilities: Critical for daily interactions and can be developed through courses in communications, public relations, or customer service.
• Organizational Expertise: Gained from business or administrative studies, which provide an understanding of efficient office management and organization.

Building a Path Forward: Education and Beyond

• Practical Experience: Internships or entry-level positions in office settings can provide hands-on experience in administrative tasks.
• Continuous Learning: Engaging in lifelong learning through workshops, webinars, and certification programs to stay current with office technology and practices.
• Networking and Professional Organizations: Joining groups like the International Association of Administrative Professionals (IAAP) for networking opportunities and professional growth.

The Bottom Line: Diverse Backgrounds, Unified Goals

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Home > Programs > college > Schools > School of Business > DISS

Diploma In Secretarial Studies

Diploma In Secretarial Studies (DISS) is offered as a DIPLOMA course examined by FINSTOCK EVARSITY COLLEGE . A certificate of completion is issues upon completion of this course. For more information about this course, use the tabs below to navigate.

Jump to reviews

Entry Requirements

Duration: 12 Months

Delivery Method: Online

Fee Structure

All Fees are payable in lumpusm or in installments, for details see below. Breakdown per semester,

NB: Fees are payable in 3 installments as detailed below:

The trimester fees of KES 37,000.00 ($ 370.00) is payable in 3 installments of KES 12,333.33 ($ 123.33)

Course Requirements

All Fees are payable in installements, for details check FAQs

You Can Refer to the Following Material for Further Reading

Short Hand III in Secretarial Studies

Information Communication Technology in Tourism Management

Practical Requirements (where applicable)

For courses that require practicals, a separate fee is chargable (not included in fee structure above) as follows:

• Short courses - KES 5,000
• Certificate courses - KES 7,500
• Diploma courses - KES 10,000

Course Units/Overview

Computerized Document Processing I

Shorthand I

Information Communication Technology Paper 1& 2

Secretarial Duties

Communication 1

Entrepreneurship –Business Plan

Computerized Document Processing 2

Shorthand II

Communication Skills II

Commercial and Administrative Law

Computerized Document Processing III

Shorthand III

Office Administration and Management

Information Communication Technology III  Paper 1& 2

Course Description

Diploma in Secretarial Studies

The Diploma in Secretarial Studies Course offered at Finstock Evarsity College is a 12 month online program examined by Finstock Evarsity College. A certificate of completion is issued upon completion of the course

. The program is a  12  months long course delivered online, students with (C-) grade are eligible for the course. Fees can be paid in lump sum or in installment.

This program is directly relevant to the needs of the modern office environment and helps students develop skills and abilities for successful careers in responsible secretarial positions. The course is intended to equip the trainees with relevant knowledge, skills and attitudes to enable them perform secretarial duties in organizations.

A graduate of this course will be able to work in a salaried employment or self-employment. To achieve this objective, units such as Entrepreneurship, communication skills, life skills and information communication technology have been included in addition to the core units.

What students get to learn

The course is obligated to teach students on how to be secretaries, equipping them with tasks that will enable them as secretaries, independently assume the administrative tasks necessary to support managers and professionals. Their responsibilities vary according to the type and size of the company they work for.

Mode of Delivery

Home and/or office-based media employing a variety of self-instructional electronic and online self-study materials, such as; written self-instructional study modules, online interactive devices and self-tests, cloud-based content, videos of lectures mediated technical learning materials e.g., audiovisual and e-learning materials.

Career prospects for students

• Assistant office administrator
• Corporate office receptionist
• Executive assistant
• Legal secretary

Why students need to study this course.

• helps the students to know/understand the practice and procedures of the modern-day office
• Project and administrative management
• Improves on your CV
• Students to get skills, procedures and methods of work to be performed by the secretary
• High demand in term of career opportunities

What we offer

Finstock Evarsity College offers a wide range of affordable online courses that are geared towards job creation as well as employment. Our courses and product offerings are categorized as online college based, degree programs, freemium courses and premium resources.

Both freemium and premium online courses come with certificates of completion and you can register instantly and begin studying at your convenience.

Discover the right way to do diploma in secretarial studies by enrolling for an Online Course at Finstock Evarsity college. Make an immediate impact. Gain the knowledge, tools and insights to meet your needs. Experience unique and intimate online learning designed and led by world-class faculty who share their own ground-breaking research. Listen to the advice of the best. Participate in training sessions with industry experts to learn more about your career options. Take classes with students from all over the world. Join us at Finstock Evarsity College for the best learning experience.

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The courses are affordable and payable in convenient installments.

Course Instructor(s)

Examining Body

FINSTOCK EVARSITY COLLEGE

Q1. How many intakes are there?

There are three intakes in a year as follows:

Q2. In how many installments can I pay the fees?

Payments can be done in 3 installments as specified in the fee structure.

Q3. When can I sit for the exams?

• Internal exams are activated for students individually.
• External exams (where applicable) are booked one month after you complete the course.

Refer to the external examining body for more details and requirements before seating for their exams.

Q4: Is this college accredited/approved?

Yes. The college is approved under the ministry of education, through TVETA, and also through National Industrial Training Authority (NITA).

Course Reviews

Top rated reviews.

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Craft Certificate in Secretarial studies

Diploma in secretarial studies, course overview.

This program is directly relevant to the needs of the modern office environment and helps students develop skills and abilities for successful careers in responsible secretarial positions. The course is intended to equip the trainees with relevant knowledge, skills and attitudes to enable them perform secretarial duties in organizations.

A graduate of this course will be able to work in a salaried employment or self-employment. To achieve this objective, units such as Entrepreneurship, communication skills, life skills and information communication technology have been included in addition to the core units.

Requirements

Course Duration: 12 Months

Exam Body: KNEC

Grade: D and Above

Program Benefits

-Demonstrate knowledge of various functions of management -Apply modern knowledge, skills and attitudes in managing various business functions. -Demonstrate knowledge of the interface between economics and business. -Manage business enterprise within the legal requirements -Use modern research approaches to solve business problems -Apply entrepreneurial knowledge, skills and attitudes in managing businesses.

Units Offered

• Secretarial Duties
• ICT Practical
• Business Plan
• Information and Communication Technology I
• Life Skills
• Shorthand I
• Entrepreneurship Education
• Communication Skills I
• Computerized Document Processing I
• Occupational Safety & Precautions
• Computerized Document Processing II
• Shorthand II
• Communication Skills II
• Information and Communication Technology II

Grade: C- and Above

Diploma in Office Management and Secretarial Studies (DOMSS)

• Graduation and Retakes

Duration: 2 Years

The Diploma in Office Management and Secretarial Studies (DOMSS), is a two-year diploma programme that begins every academic year conducted in four semesters and a semester constitutes 17 Weeks with 15 Weeks for teaching and 2 Weeks for examination.

Course Description

The recent developments World over, due to technological advancement have made the World become a global village. This therefore, calls for all participants to respond to these changes if they are to compete favorably in this highly competitive market. There is a serious need to train human resources that have competences at the gate.

The programme is set up to meet the needs of managerial, administrative and secretarial personnel in public and private offices. It is composed of a combination of professional courses, which lead students into becoming professional secretaries/administrators as well as managers.

Human resource development has taken the centre stage as a result of privatization and globalization necessitating that there is demand for Institutions to train people for skills development in Secretarial studies, Management, Customer care and Information Technology.

The Diploma in Office Management and Secretarial Studies has been taught in the Faculty of Business, Economics and Governance following employers’ and the general public’s outcry about poor managerial skills, lack of editing skills, administrative skills, customer care, public relations and information Technology by the existing secretaries.

In the current trend, employers require trained people in customer care and compliant with Information Technology. In addition, international organizations require the command of at least two foreign languages including English.

On completion of the Programme, graduates have always been equipped with concepts, methods, techniques, tools, hands on and customer care skills that allow them to contribute towards the competitiveness of Government Ministries, international organisations, the private sector, and self-employment.

The programme course content has been based on the need to produce highly trained and skills-oriented graduates to manage Government and Private Sector offices and to create self-employment.

Organizations cannot run without offices and offices cannot run by themselves, therefore they need officers who have skills to effectively manage them. Office Management and Secretarial Studies is a program intended to equip learners with these extraordinary skills to manage these offices competitively.  In this ever changing world, these officers will be required to meet the demands of modern technology.

Programme objectives

The programme aims at training both academic and skills oriented graduates who can become job creators and offers courses which will enable a graduate to:

• Acquire efficient communication skills needed in all aspects of life.
• Establish and manage a secretarial bureau of international standards.
• Work in a Foreign Service as a bilingual/multilingual secretary who can provide translation and interpretation skills between the foreign office and their clients.
• Meet the demands of modern technology of using the computer to expedite work through manipulation of the computer communication services.
• Provide secretarial services to international conferences, which may require manipulation of Kiswahili, French and German Key Boards.
• Manage offices and be capable of making decisions in the absence of their executives.
• To produce highly trained secretaries who have skills that fit in the modern office environment and their challenging roles in the modern world.
• To train secretaries in the acquisition of managerial, administrative, communication and organizational skills.
• To avail training or upgrading opportunities to certificate holders in the field of Secretarial Studies.

Graduation requirements

In order to qualify for the award of a Diploma in Office Management and Secretarial Studies of Bishop Stuart University, a student must have satisfied the University Senate in the following:

• Must have been a registered student for the prescribed four semesters of this programme.
• Must have successfully completed the prescribed number of credit units for this programme which include internship/field attachment (89 credit units).  
• If a student fails a course, one must retake the course only when it is offered. A failed course can only be retaken twice.
• A candidate who fails the examination, having failed not more than three courses shall be permitted to retake examination in the failed course(s) and re-write the coursework.
• A candidate who fails the examination in more than three courses may be permitted to retake examinations in the failed courses provided that he/she does not proceed to the courses of the following semester. The candidate will retake the course and rewrite the coursework in a corresponding semester when he/she failed

Programme credit unit

The program has 90 credit units which all must be satisfied by a student

Examinations

Students will also be required to write a university examination that will contribute 60% of the final assessment. The course works and summative test will constitute 40%.  The University examination rules and regulations governing other programmes shall apply to Diploma in Office Management and Secretarial Studies.

Students will be required to do progressive course works and a summative test carrying a 40% mark and a final examination carrying a 60% mark.

Grading and classification of awards.

Each course will be graded out of a maximum of one hundred (100) marks. The grading will be as follows:

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KNEC / TVET CDACC STUDY MATERIALS, REVISION KITS AND PAST PAPERS

Quality and Updated

• KNEC COURSES & CODES

                                   KNEC COURSES & CODES

1.0801 – artisan certificate in clerk – typist.

201-TYPEWRITING (30 WPM)

202-BUSINESS ORGANISATION

203-BOOK-KEEPING

204-CLERICAL DUTIES

205-SUPPORT SUBJECTS

2.0802 – ARTISAN CERTIFICATE IN SALESMANSHIP

201-SALESMANSHIP

3.0803 – ARTISAN CERTIFICATE IN STOREKEEPING

201-STOREKEEPING

4. 1801 – CRAFT CERTIFICATE IN  SECRETARIAL STUDIES

301-COMMUNICATION & REPORT WRITING

302-COMMERCE

303-TYPEWRITING (40 WPM)

304-SHORTHAND (80 WPM)

305-SECRETARIAL DUTIES

306-COURSE SPECIALISATION & ENTREPRENEURSHIP PROJECTS

308-SHORTHAND (90 WPM)

5.1802 – CRAFT CERTIFICATE IN MARKETING

301-PRINCIPLES & PRACTICE OF MARKETING

302-MARKETING COMMUNICATION

303-SALES ORGANISATION & PRACTICE

304-CONSUMER BEHAVIOUR

305-COMMUNICATION & REPORT WRITING

6.1803 – CRAFT CERTIFICATE IN SUPPLIES MANAGEMENT

301-FINANCIAL ACCOUNTING

302-PRINCIPLES OF PROCUREMENT & DISTRIBUTION

303-COST ACCOUNTING

304-COMMERCE

305-PRINCIPLES OF WAREHOUSING & STOCK CONTROL

7.1804 – CRAFT CERTIFICATE IN ACCOUNTING

302-BUSINESS FINANCE

304-AUDITING

305-TAXATION

8. 1805 – CRAFT CERTIFICATE IN BANKING &  FINANCE

301-FINANCIAL ACCOUNTING  302-BUSINESS FINANCE

303-ELEMENTS OF BANKING

304-FOREIGN EXCHANGE & EXCHANGE CONTROL

9.1806 – CRAFT CERTIFICATE IN BUSINESS ADMINISTRATION

304-BUSINESS ADMINISTRATION & ENVIRONMENT

306-COURSE SPECIALISATION & ENTREPRENEURSHIP PROJECTS  

10.1807 – CRAFT CERTIFICATE IN CO-OPERATIVE MANAGEMENT

301-CO-OPERATIVE & FINANCIAL ACCOUNTING

302-MERCHANDISE & TRANSPORT MANAGEMENT

303-CO-OPERATIVE BANKING

304-CO-OPERATIVE LAW

305-BUSINESS ADMINISTRATION & ENVIRONMENT

11.1808 – CRAFT CERTIFICATE IN PERSONNEL MANAGEMENT

302-PERSONNEL MANAGEMENT

303-COMMERCE

304-INDUSTRIAL & LABOUR LAW

12.1809 – CRAFT CERTIFICATE IN TRANSORT MANAGEMENT

302-TRANSPORT

303-ELEMENTS OF CLEARING & FORWARDING

13.1813 – CRAFT CERTIFICATE IN LIBRARY, ARCHIVES & INFORMATION STUDIES

301-INFORMATION TECHNOLOGY

302-INFORMATION RESOURCES

303-READER’S SERVICES

304-LIBRARY OPERATIONS

305-ARCHIVAL OPERATIONS

14. 1901 – CRAFT CERTIFICATE IN SECRETARIAL STUDIES (MODULE I)          101-COMPUTERIZED DOCUMENT PROCESSING I

102-SHORTHAND I

103-COMMERCE

104-INFORMATION COMMUNICATION TECHNOLOGY I

105-COMMUNICATION SKILLS I

106-SECRETARIAL DUTIES

107-ENTREPRENEURSHIP PROJECT

15.1901 – CRAFT CERTIFICATE IN SECRETARIAL STUDIES (MODULE II)

201-COMPUTERIZED DOCUMENT PROCESSING II

202-SHORTHAND II

203-COMMUNICATION SKILLS II

204-INFORMATION COMMUNICATION TECHNOLOGY

205-ECONOMICS

207-COURSE SPECIALIZATION PROJECT

16.1902 – CRAFT CERTIFICATE IN SALES & MARKETING (MODULE I)

101-PRINCIPLES & PRACTICE OF SELLING

102-PRINCIPLES & PRACTICE OF MARKETING

104-INFORMATION COMMUNICATION TECHNOLOGY

105-COMMUNICATION

17.1902 – CRAFT CERTIFICATE IN SALES & MARKETING (MODULE II)

201-CONSUMER BEHAVIOUR

202-MARKETING COMMUNICATION

203-BOOKKEEPING & ACCOUNTING

204-INTORDUCTION TO LAW

1903 – CRAFT CERTIFICATE IN SUPPLY CHAIN MANAGEMENT (MODULE I)

101-WAREHOUSING OPERATIONS AND STOCK CONTROL

102-BUSINESS CALCULATIONS AND STATISTICS

104-INFORMATION COMMUNICATION TECHNOLOGY PRACTICAL

105-COMMUNICATION SKILLS

106-FINANCIAL ACCOUNTING

107-ENTREPRENEURSHIP BUSINESS PLAN

19.1903 – CRAFT CERTIFICATE IN SUPPLY CHAIN MANAGEMENT (MODULE II)

201-OFFICE ORGANIZATION

202-SUPPLY CHAIN MANAGEMENT AND PURCHASING PRINCIPLES

203-BUSINESS FINANCE

204-BUSINESS LAW

20.1906 – CRAFT CERTIFICATE IN BUSINESS MANAGEMENT (MODULE I)

101-FOUNDAMENTALS OF MANAGEMENT AND ENVIRONMENT

104-INFORMATION COMMUNICATION TECHNOLOGY – THEORY

107-ENTREPRENEURSHIP – BUSINESS PLAN

21.1906 – CRAFT CERTIFICATE IN BUSINESS MANAGEMENT (MODULE II)

202-HUMAN AND PUBLIC RELATIONS

206-SALES AND MARKETING

22.1908 – CRAFT CERTIFICATE IN HUMAN RESOURCE MANAGEMENT (MODULE I)

101-ELEMENTS OF HUMAN RESOURCE MANAGEMENT

102-OFFICE ADMINISTRATION & MANAGEMENT  103-COMMERCE

23.1908 – CRAFT CERTIFICATE IN HUMAN RESOURCE MANAGEMENT (MODULE II)

201-PRACTICE OF HUMAN RESOURCE MANAGEMENT

202-ELEMENTS OF LABOUR LAW & INDUSTRIAL RELATIONS

203-BOOKKEEPING & ACCOUNTS

24.1913– CRAFT CERTIFICATE IN INFORMATION STUDIES (MODULE I)

101-LIBRARY & INFORMATION CENTRE OPERATIONS

102-INFORMATION RESOURCES

103-COMPUTER APPLICATION IN INFORMATION

106-QUANTITATIVE METHODS

25.1913– CRAFT CERTIFICATE IN INFORMATION STUDIES (MODULE II)

201-RECORDS MANAGEMENT

202-ARCHIVES OPERATIONS

203-PRESERVATION & CONSERVATION OF INFORMATION

204-MAIL COURIER SERVICE

205-PROFESSIONAL ETHICS

26.1920– CRAFT CERTIFICATE IN INFORMATION TECHNOLOGY (MODULE I)

101-INTRODUCTION TO INFORMATION COMMUNICATION TECHNOLOGY

102-COMPUTER APPLICATIONS I- PAPER 2 (PRACTICAL)

103-BASIC ELECTRONICS

104-MATHEMATICS

106-OPERATING SYSTEMS

107-ENTREPRENEURSHIP PROJECT-BUSINESS PLAN

27.1920– CRAFT CERTIFICATE IN INFORMATION TECHNOLOGY (MODULE II)

201-COMPUTER MAINTENANCE & SUPPORT

202-COMPUTER APPLICATIONS II-PAPER 2 (PRACTICAL)

203-STRUCTURED PROGRAMMING

28.1922– CRAFT CERTIFICATE IN PROJECT MANAGEMENT (MODULE I)

101-FUNDAMENTALS OF MANAGEMENT

102-BUSINESS CALCULATIONS & STATISTICS

103-FUNDAMENTALS OF PROJECT MANAGEMENT

104-INFORMATION COMMUNICATION TECHNOLOGY- PAPER 1(PRACTICAL)

107-ENTREPRENEURSHIP PROJECT- BUSINESS PLAN

29.1922– CRAFT CERTIFICATE IN PROJECT MANAGEMENT (MODULE II)

201-PRINCIPLES OF ACCOUNTING

202-PURCHASING &SUPPLIES MANAGEMENT

203-PROJECT FINANCING

205-RESOURCE MOBILIZATION

30. 2801– DIPLOMA IN SECRETARIAL STUDIES

301-TYPEWRITING (50 WPM)

302-SHORTHAND (100 WPM)

303-OFFICE ADMINISTRATION & MANAGEMENT

304-BUSINESS ENGLISH

305-PUBLIC AND HUMAN RELATIONS

306-COMMERCIAL & ADMINISTRATIVE LAW

307-COURSE SPECIALISATION & ENTREPRENEURSHIP PROJECTS

308-WORD PROCESSING

31. 2802– DIPLOMA IN MARKETING

301-MARKETING MANAGEMENT

302-MARKETING PLANNING & CONTROL

303-MARKETING INFORMATION SYSTEMS & MARKETING RESEARCH

304-INTERNATIONAL MARKETING

305-MARKETING OF SERVICES & AGRICULTURAL PRODUCTS

306-COMMERCIAL LAW

32.2803– DIPLOMA IN SUPPLIES MANAGEMENT

301-PURCHASING PRINCIPLES & TECHNIQUES

302-PURCHASING & SUPPLIES LOGISTICS

303-PURCHASING & SUPPLIES PROVISIONING

304-MATERIALS & PRODUCTION MANAGEMENT

305-PUBLIC PROCUREMENT

306-PURCHASING & SUPPLIES PLANNING POLICY & ORGANISATION

33.2804– DIPLOMA IN ACCOUNTANCY

301-MANAGERIAL ACCOUNTING

302-FINANCIAL ACCOUNTING

303-BUSINESS FINANCE

306-COMPANY LAW

34.2805– DIPLOMA IN BANKING & FINANCE

301-MONETARY & FINANCIAL SYSTEMS

302-LENDING

303-INVESTMENT

304-ACCOUNTACY

305-BRANCH BANKING ( LAW & PRACTICE)

306-FINANCE OF INTERNATIONAL TRADE (PAYMENTS & SERVICES)

35.2806– DIPLOMA IN BUSINESS ADMINISTRATION

302-ORGANISATION THEORY & BEHAVIOUR

304-THEORY & PRACTICE OF MANAGEMENT

305-HUMAN RESOURCE MANAGEMENT & INDUSTRIAL RELATIONS

36.2807– DIPLOMA IN CO-OPERATIVE MANAGEMENT

301-CO-OPERATIVE ACCOUNTING

303-PRINCIPLES & PRACTICE OF MARKETING

304-CO-OPERATIVE BANKING

305-CO-OPERATIVE LAW

306-NATURE OF CO-OPERATIVE MOVEMENT

37.2808– DIPLOMA IN PERSONNEL MANAGEMENT

301-ACCOUNTING & CONTROL

302-LABOUR & INDUSTRIAL RELATIONS

304-LABOUR & INDUSTRIAL LAW

305-HUMAN RESOURCE MANAGEMENT

306-ORGANISATION THEORY & BEHAVIOUR

38.2813– DIPLOMA IN INFORMATION STUDIES

301-INFORMATION RESOURCES

302-CONSERVATION & RESTORATION OF INFORMATION MATERIALS

303-ORGANISATION & RETRIEVAL OF INFORMATION

304-MANAGEMENT OF LIBRARIES, ARCHIVES & OTHER INFORMATION CENTRES

305-DISSEMINATION OF INFORMATION

306-ARCHIVAL STUDIES

39.2814– DIPLOMA IN ENTREPRENEURSHIP DEVELOPMENT (MODULE I)

101-COMMERCIAL PRACTICE AND RECORD KEEPING

102-ENTREPRENEURSHIP OPPORTUNITIES & BUSINESS ENVIRONMENT

103-ENTREP. BEHAVIOUR & START-UP PROCEDURES OF SMALL ENTERPRISES

40.2814– DIPLOMA IN ENTREPRENEURSHIP DEVELOPMENT (MODULE II)

201-MARKETING & RESEARCH IN SMALL ENTERPRISES

202-MANAGING SMALL BUSINESS ENTERPRISES

203-COMMUNICATION & INFORMATION TECHNOLOGY (THEORY)

204-COMMUNICATION & INFORMATION TECHNOLOGY (PRACTICAL)

41.2814– DIPLOMA IN ENTREPRENEURSHIP DEVELOPMENT (MODULE III)

301-SECTORAL BASED OPERATION

302-PRODUCTION MANAGEMENT AND QUANTITATIVE METHODS

303-LEGAL ASPECTS OF SMALL BUSINESS PRACTICE

307-PROJECT – TRADE SPECIALIZATION

42.2901– DIPLOMA IN SECRETARIAL DUTIES (MODULE I)

102-SHORTHAND (60 WPM)

104-ECONOMICS

106-COMPUTERIZED DOCUMENT PROCESSING 1

107-SECRETERIAL DUTIES

108-ENTREPRENEURSHIP – BUSINESS PLAN

109-INFORMATION COMMUNICATION TECHNOLOGY 1

110-COMMUNICATION 1

43.2901– DIPLOMA IN SECRETARIAL DUTIES (MODULE II)

203-ACCOUNTING

204-COMMUNICATION II

205-INFORMATION COMMUNICATION TECHNOLOGY II

206-COMMERCIAL & ADMINISTRATIVE LAW

44.2901– DIPLOMA IN SECRETARIAL DUTIES (MODULE III)

301-COMPUTERIZED DOCUMENT PROCESSING III

302-SHORTHAND III

304-INFORMATION COMMUNICATION TECHNOLOGY III

305-STATISTICS

308-COURSE SPECIALIZATION PROJECT

45.2902– DIPLOMA IN SALES & MARKETING (MODULE I)

101-PRINCIPLES AND PRACTICE OF SELLING

102-PRINCIPLES AND PRACTICE OF MARKETING

103-INFORMATION COMMUNICATION TECHNOLOGY

104-COMMUNICATION

105-ECONOMICS

108-PROJECT

46.2902– DIPLOMA IN SALES & MARKETING (MODULE II)

201-SALES MANAGEMENT

202-MARKETING MANAGEMENT

203-LEGAL ASPECTS IN SALES & MARKETING

204-QUANTITATIVE METHODS

205-PUBLIC RELATIONS

47.2902– DIPLOMA IN SALES & MARKETING (MODULE III)

301-INTERNATIONAL MARKETING

302-MARKETING PLANNING

303-PRINCIPLES AND PRACTICE OF MANAGEMENT

304-FINANCIAL ASPECTS OF MARKETING

305-STRATEGIC PLANNING IN SALES AND MARKETING

306-MARKETING RESEARCH

308-PROJECT

48.2903– DIPLOMA IN SUPPLY CHAIN MANAGEMENT (MODULE I)

107-WAREHOUSING OPERATIONS AND STOCK CONTROL

101-SUPPLY CHAIN MANAGEMENT AND PURCHASING PRINCIPLES

103-INFORMATION COMMUNICATION TECHNOLOGY PAPER

102-FINANCIAL ACCOUNTING

104-COMMUNICATION SKILLS

106-BUSINESS LAW

108-ENTREPRENEURSHIP – BUSINESS PLAN

• 2903– DIPLOMA IN SUPPLY CHAIN MANAGEMENT (MODULE II)

201-PURCHASING MANAGEMENT

202-PUBLIC PROCUREMENT AND FINANCE

203-SUPPLY MANAGEMENT

205-PRINCIPLES AND PRACTICE OF MARKETING

206-COST ACCOUNTING

• 2903– DIPLOMA IN SUPPLY CHAIN MANAGEMENT (MODULE III)

301-PURCHASING AND SUPPLY STRATEGY

302-OPERATIONS MANAGEMENT

304-INTERNATIONAL PURCHASING

305-MANAGEMENT ACCOUNTING

306-PROJECT AND CONTRACT MANAGEMENT

51.2906– DIPLOMA IN BUSINESS MANAGEMENT (MODULE I)

52.2906– diploma in business management (module ii).

201-OFFICE ADMINISTRATION AND MANAGEMENT

203-SUPPY AND TRANSPORT MANAGEMENT

204-QUANTITATIVE TECHNIQUES

205-COMMERCIAL AND ADMINISTRATIVE LAW

53.2906– DIPLOMA IN BUSINESS MANAGEMENT (MODULE III)

301-ORGANIZATION THEORY AND BEHAVIOUR

302-LABOUR AND INDUSTRIAL RELATIONS

304-MANAGERIAL ACCOUNTING

305-FINANCIAL MANAGEMENT

306-COURSE SPECIALIZATION PROJECT

54.2908– DIPLOMA IN HUMAN RESOURCE MANAGEMENT (MODULE I)

101-FOUNDATION OF HUMAN RESOURCE MANAGEMENT

102-OFFICE ADMINISTRATION AND MANAGEMENT

55.2908– DIPLOMA IN HUMAN RESOURCE MANAGEMENT (MODULE II)

201-THEORY & PRACTICE OF HUMAN RESOURCE MANAGEMENT

202-LABOUR & INDUSTRIAL LAW

56.2908– DIPLOMA IN HUMAN RESOURCE MANAGEMENT (MODULE III)

304-ACCOUNTING AND CONTROL

305-ECONOMICS

• 2920– DIPLOMA IN INFORMATION COMMUNICATION TECHNOLOGY (MODULE I)

        101-INTRODUCTION TO INFORMATION COMMUNICATION TECHNOLOGY & ETHICS  102-COMPUTER APPLICATION  103-STRUCTURED PROGRAMMING  104-COMMUNICATION  105-OPERATING SYSTEMS  106-COMPUTATIONAL MATHEMATICS  108-PROJECT

• 2920– DIPLOMA IN INFORMATION COMMUNICATION TECHNOLOGY (MODULE II)

        201-SYSTEMS ANALYSIS AND DESIGN  202-COMPUTER APPLICATION  203-OBJECT ORIENTED PROGRAMMING  204-QUANTITATIVE METHODS  205-VISUAL PROGRAMMING  206-DATABASE MANAGEMENT SYSTEMS

• 2920– DIPLOMA IN INFORMATION COMMUNICATION TECHNOLOGY (MODULE III)

         301-DATA COMMUNICATION AND NETWORKING  302-MANAGEMENT INFORMATION SYSTEMS  303-PRINCIPLES AND PRACTICE OF MANAGEMENT

  307-internet based programming  308-project.

• 3806– HIGHER DIPLOMA IN BUSINESS MANAGEMENT (MODULE I)

         101-BUSINESS ENVIRONMENT & STRATEGIC MANAGEMENT  102-MANAGEMENT CONSULTANCY & RESEARCH METHODOLOGY  103-INFORMATION COMMUNICATION TECHNOLOGY  104-LEGAL ASPECTS OF BUSINESS MANAGEMENT

• 3806– HIGHER DIPLOMA IN BUSINESS MANAGEMENT (MODULE II)

         201-HUMAN RESOURCE MANAGEMENT & ORGANIZATIONAL DEVELOPMENT  202-OPERATIONS RESEARCH  203-STRATEGIC MARKETING MANAGEMENT  204-MANAGEMENT ACCOUNTING  207-PROJECT

• 3808– HIGHER DIPLOMA IN HUMAN RESOURCE MANAGEMENT

         201-FUNDAMENTALS OF HUMAN RESOURCES MANAGEMENT  202-EMPLOYEE RESOURCING  203-TRAINING & DEVELOPMENT  204-REWARD MANAGEMENT  205-EMPLOYEE RELATIONS  206-PERSONNEL ADMINISTRATION  207-COURSE SPECIALISATION & ENTREPRENEURSHIP PROJECTS

• 3814– HIGHER DIPLOMA IN ENTREPRENEURSHIP DEVELOPMENT

        201-ENTREPRENEURAL BEHAVIOUR  202-PRODUCTION MANAGEMENT  203-MARKETING  204-HUMAN RESOURCES MANAGEMENT  205-CONSULTANCY & COUNSELLING  206-PROJECT IMPLEMENTATION & EVALUATION

                                       207-project work (business plan & research projects).

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Certificate/Diploma Computerized Secretarial Studies

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Certificate in

Secretarial studies(knec), course overview.

This program is directly relevant to the needs of the modern office environment and helps students develop skills and abilities for successful careers in responsible secretarial positions. The course is intended to equip the trainees with relevant knowledge, skills and attitudes to enable them perform secretarial duties in organizations.

A graduate of this course will be able to work in a salaried employment or self-employment. To achieve this objective, units such as Entrepreneurship, communication skills, life skills and information communication technology have been included in addition to the core units.

• Secretarial Duties
• ICT Practical
• Business Plan
• Information and Communication Technology I
• Life Skills
• Shorthand I
• Entrepreneurship Education
• Communication Skills I
• Computerized Document Processing I
• Occupational Safety & Precautions
• Computerized Document Processing II
• Shorthand II
• Communication Skills II
• Information and Communication Technology II

Requirements

Course Duration: 12 months

Exam Body: KNEC

Grade: D and Above

Add East Africa Institute of Certified Studies to your Homescreen!

Secretarial Studies

To develop in the students the competencies required to apply the following principles, rules and methods: integrate harmoniously into the school and work environments; to proofread business texts; to apply a keyboarding technique; to manage administrative information; to understand and identify various management approaches to quality; to manage their time; to design the visual format of a document; to write business correspondence; to use database software; to use the basic functions of word processing software; to use the basic functions of spreadsheet software; to use the advanced function of word processing software; to use telecommunication tools; to communicate in a business in an office setting; to handle bilingual communications in an office setting; to produce and receive business correspondence; to produce documents; to handle requests regarding labour laws; to update files; to prepare business meetings; to carry out common and periodic accounting tasks; to produce business correspondence in French; to translate business correspondence into French.

To apply online, please visit the program page on the AEVS website below:

More about Secretarial Studies

AEVS Website

The Adult Education and Vocational Services department of the EMSB operates all adult education and vocational centres. Registration for adult education and vocational programs can be done through the AEVS Website. More information can be found on the individual adult centre pages. 

Adult Education Courses

Adult Vocational Courses