Online Farm Planning Course – Resources & Links
This page provides all the links to course case studies, worksheets, resources and links that will help you in writing your farm plan.
General Course Resources
Farm Plan Outlines
- Everdale Farm Planner Outline | Farm Plan Outline
Examples of Complete Farm Plans
- BroadFork Farm | BroadFork Farm Plan
- Fiction Farm | Fiction Farm Plan
- Firmly Rooted | Firmly Rooted
- Fictional Fairy Tale Farm | Fictional Fairy Tale Farm Plan
Other General Resources
- Looking for Land: Characteristics of a Viable Farmstead (FarmSTART)
- Greenbelt Farmers Market Network – Cost of Production: The Rule of 45 | Download pdf
Course Schedule
Week 1 (Jan 12th): Farm Visioning
This workshop will cover the bigger picture questions surrounding the development of a whole farm plan. Why do you want to farm? Where are you now and where are you headed? How will an agricultural business fit with the rest of your life and in your community? What will be your enterprise of focus and how do you determine the scale of your business? Learn how to craft a mission/vision for your farm plan that takes into consideration your lifestyle, family and social goals, as well as your financial goals and needs.
Week 2 (Jan 19th): Planning for Production
What products do you plan to sell on your farm? How will you produce what you sell? Learn what’s needed to write a production plan for your farm, and which tools can support this process and are appropriate to your scale and farm model.
Week 3 (Jan 26th): Farmer Panel – Choosing the Right Enterprise and Scale
Hear from a panel of farmers about why they chose their particular enterprise and scale of production and what their production planning process looks like.
Week 4 (Feb 2nd): Marketing and Distribution
This session will look at the factors that can lead to a successful marketing strategy for your business. How do you conduct market research? How do you evaluate market opportunities and possibilities? How do you price your product and effectively promote it? All these questions will be addressed as well as appropriate distribution channels and methods for your products.
Week 5 (Feb 9th): Farmer Panel – Marketing and Distribution Strategies
Hear from a panel of farmers who use different strategies to market and sell their products. Find out why they chose their particular marketing strategies, and what they’ve learned along the way.
Week 6 (Feb 16th): Record Keeping
Farm businesses have an incredible amount of information to track. This session will explore the information you should be keeping track of, and the tools and methods available to help keep everything organized.
Week 7 (Feb 23rd): Farm Financials
This workshop will focus on the key financial information that every small business owner should know, starting with terminology and progressing into different ways of organizing your business’s financial records.
Week 8 (Mar 2nd): Farm Focus – Financials
Take an in-depth look into how one farm organizes and tracks all their financial information. Get great tips, advice and ideas to help you plan the finances for your own farm.
Week 9 (Mar 9th): Meeting Requirements
What steps do you need to take to meet the legal requirements of starting up a farm business In Ontario? Should your farm be a sole proprietorship or should you incorporate, and what are the advantages behind each? What regulations do you need to comply with? This session will help you understand what you should be doing to start your farm business out on the right foot.
Week 10 (Mar 16th): Risk Management
Farming comes with risks – from weather, market fluctuations, and even personal injury. Coming up with a plan to prevent risks and deal with those that might come up will help keep your farm business stable in the face of adversity.
Resources for Week 1: Farm Visioning
Case Studies
- Spiral Farm | Mission & Vision
- Spiral Farm | Visual Vision
Worksheets
There is no “right way” to write your farm mission/vision. Choose a style that works for you!
- Farm Visioning Spreadsheet
- Writing Your Farm Mission/Vision | Blank Worksheet
- Minnesota Institute for Sustainable Agriculture: Building a Sustainable Business
- Values Worksheet Fillable pdf
- Vision and Farm Goals Worksheet Fillable pdf
Other Resources & Links
- Minnesota Institute for Sustainable Agriculture: Building a Sustainable Business
- Rutgers University | Developing a Mission Statement for Your Agricultural Business
- University of California Agriculture and Natural Resources | Farm Mission and Vision (pdf presentation)
Recorded Webinar
- Week 1: Farm Visioning | Watch on Vimeo
Resources for Week 2: Planning for Production
Case Studies
- Spiral Farm | Production Plan
- Smallholdings Farm | Production Plan
Worksheets
- Example Production Checklist for Vegetable Farm | Download Checklist
- Example Production Checklist for Livestock Farm | Download Checklist
- Example Production Checklist for Agritourism Farm | Download Checklist
- Example of Overall Business Checklist | Download Checklist
- Operations Plan Worksheet | Download Worksheet
Other Resources & Links
- Minnesota Institute for Sustainable Agriculture: Building a Sustainable Business
- Greenbelt Farmers’ Market Netowrk: Cost of Production: Rule of 45 Download pdf
Recorded Webinar
- Week 2: Production Planning | Watch on Vimeo
Panelist Questions for Week 3
Resources for Week 3: Farmer Panel - Choosing the Right Enterprise and Scale
Farmer Panelists
Panelist Questions
Worksheets
- Continue working on Production/Operations Planning from Week 2
Other Resources & Links
Vegetable Crop Planning:
- Three Forks Farms:
Livestock Planning:
- West-Central Forage Association:
- OMAFRA Livestock Information Index
Grants/Funding Mentioned by Panelists:
Course Meet-up #2
Wednesday January 27th from 1pm-2pm & 7:30pm-8:30pm
- Production Planning Q&A with Naomi Krucker, Manorun Farm
Recorded Webinar
- Week 3: Farmer Panel – Choosing the Right Enterprise and Scale | Watch on Vimeo
Resources for Week 4: Marketing and Distribution
Case Studies
- BroadFork Farm | Farm Plan
- Firmly Rooted | Farm Plan
- Smallholdings Farm | Marketing Plan
Worksheets
- Marketing Checklist | Download Checklist
- Marketing Plan Worksheet | Download Blank Worksheet | Download Worksheet with Examples
Other Resources & Links
- Minnesota Institute for Sustainable Agriculture: Building a Sustainable Business
- Ted Talk: How Great Leaders Inspire Action
- The 4 E’s of Marketing | Download pdf
Recorded Webinar
- Week 4: Marketing & Distribution | Watch on Vimeo
Panelist Questions for Week 5
- Questions asked to Farmer Panelists: Marketing & Distribution Strategy Questions
Resources for Week 5: Farmer Panel - Marketing and Distribution Strategies
Farmer Panelist
Panelist Questions
Worksheets
- Continue working on Marketing & Distribution Planning from Week 4
Other Resources & Links
- Sideroad Farm Presentation | Download Slides
- Landman Gardens & Bakery Presentation | Download Slides
Resources Mentioned by Panelist:
- Book: Fearless Farm Finances
- e-Commerce Platforms:
Course Meet-up #4
Wednesday February 10th from 1pm-2pm & 7:30pm-8:30pm
- Marketing & Distribution, Antonio Gomes Cavaleiro Farm
- Book recommendation: The Lean Farm
Recorded Webinar
- Week 5: Farmer Panel – Marketing & Distribution Strategies | Watch on Vimeo
Resources for Week 6: Record Keeping
Worksheets
- Recordkeeping Plan Worksheet | Download Worksheet with Examples | Download Blank Worksheet
Case Studies
- Field Good Farms | Website | View Profile
- Field Good Farms Recordkeeping:
- Sales Records:
- Yearly Sales Records (blank template) | Download Spreadsheet
- Yearly Sales Records (completed) | Download pdf
- Wholesale Records Spreadsheet | Download Spreadsheet
- Yearly Sales Records (blank template) | Download Spreadsheet
- Production Records:
- Crop harvest spreadsheet (“pick list”) | Download Spreadsheet
- Example of crop harvest sheet (“pick list”)| Download pdf
- Example of Farm Harvest Board | View Image
- Example of field notes| View image
- Example of field plan notes| View image
- Example of greenhouse plan notes | View image
- Example of planting schedule notes | View Image
- Crop harvest spreadsheet (“pick list”) | Download Spreadsheet
- Environmental Records:
- Example of compost monitoring form | View Image
- Sales Records:
- Field Good Farms Recordkeeping:
- Everdale | Website
- Record Keeping Examples | Download pdf
- Six Steps to Recordkeeping | Download Word doc
- Everdale CSA Management Spreadsheet | Download Spreadsheet
Additional Resources
- Tracking Sales and Per Acre Profits (Paul and Sandy Arnold) | Download pdf
Recorded Webinar
- Week 6: Record Keeping | Watch on Vimeo
Resources for Week 7: Farm Financials
Case Studies
- Field Good Farms:
- Master Budget Template | Download Blank Spreadsheet
- 2021 Completed Budget Download Spreadsheet Example
- Master Budget Template | Download Blank Spreadsheet
- Firmly Rooted Farm:
- Broadfork Farm:
- Everdale:
- Smallholdings Farm:
- Fiction Farm
Worksheets
- Financial Strategy Worksheet | Download Worksheet with Examples | Download Blank Worksheet
Other Resources & Links
- OMAFRA Cashflow Planning Spreadsheet | Download Spreadsheet
- Minnesota Institute for Sustainable Agriculture: Building a Sustainable Business
- Projected Farm Expenses | Worksheet pdf
- Projected Farm Income | Worksheet pdf
- Projected Cashflow Worksheet | Worksheet pdf
- Project Balance Sheet | Worksheet pdf
- Financial Needs and Strategy | Worksheet pdf
- CRA Tax Information for Farm Businesses | Download pdf
Recorded Webinar
- Week 7: Farm Financials | Watch on Vimeo
Resources for Week 8: Farm Focus - Financials
Case Studies
- Field Good Farms:
- Master Budget Template | Download Blank Spreadsheet
- 2021 Completed Budget Download Spreadsheet Example
- Cost of Production Yield Comparison Template | Download Spreadsheet
- Completed Cost of Production Yield Comparison | Download pdf
- Master Budget Template | Download Blank Spreadsheet
Presentation
- Field Good Farms presentation | Download pdf
Recorded Webinar
- Week 8: Farm Focus – Financials with Field Good Farm | Watch on Vimeo
Resources for Week 9: Meeting Requirements
Presentations
- Sara Potts, Agricorp
- Farm Business Registration (FBR): Online Registration Link
- What activities are considered “farming” (and contributing to farrm income)? See link
- Farm Property Class Tax Rate Program: Program Link
- Presentation Slides | Download Slides
- Farm Business Registration (FBR): Online Registration Link
- Erich Weber, OMAFRA
- Presentation Slides | Download Slides
- Registering your business name and obtaining Master Business License: Registration link
- Willy Heidebrecht, FBC
- wheidebrecht@fbc.ca | 613-850-2349
- Presentation Slides | Coming soon!
Recorded Webinar
- Week 9: Meeting Requirements | Watch on Vimeo
Resources for Week 10: Risk Management
Worksheets
- Business Constraints & Risk Management Worksheet
Recorded Webinar
- Week 10: Risk Management | Watch on Vimeo