Simple Business Planning Tool & Tips

Business planning…where to start?

The following is my very simple template that will help you write an effective business plan in an hour.

It is for business owners that are procrastinating on preparing a business plan because they are unsure what to include or believe it takes too long.

I believe business plans for day to day operations should be short and simple and functional. So I put a lot of thought into the topics I have found essential for businesses and condensed them down to just 5 topics described by the acronym CLEAR.

If you are going for finance or selling the business or taking on investors…then you need a more detailed business plan.

The CLEAR cheatsheet below (via link) has 5 questions you need to consider in your plan. Simply answer them and you have an effective business plan!

 

orange-button-for-get-clearGet CLEAR. Here are my top 5 aspects to cover in your planning for next year as a minimum. Sure there are many other things to cover but if you at least cover these, you will be in a much better position.

 

If you want to make sure you are not wasting time on non-essential plans, just give me a call or shoot me an email and I can advise on thmoney-back-guranteee best strategy, or you are more than welcome to utilise one of the facilitated strategy options below.  

  OPTIONS BELOW ARE FOR YOU IF…

You have reached that point where you realise you need to schedule a time to step out of the business and get some fresh objective input, otherwise time will fly by and 6 months later things are still the same.

You recognise that you have been caught in repetition without progress. Business is running at perhaps 60-70% of potential – or less.

You’ve had a wake-up call and realised that if you keep doing the same, you risk losing your health and family.

You have accepted the fact that if you are going to increase revenue by 20% or more next year, you have to do something different.

  SOLUTION?money-back-gurantee

A facilitated, laser strategy session, with myself and team members of your choice, in either 2, 4, or 6 hour workshops – depending upon your need and budget.

  In my experience of helping 100’s of businesses in the same situation, this is the most useful thing you can do in prep for the new year.

  This will force you block out some time to focus ‘on’ your business. And you deserve it. It will be one of the most productive things you can do.

  Note: I’m only running these for a handful of select businesses because I want to be laser focused on you. I guide, hand-hold and get firm where I need to in order for you to break through and see a new path.

  This is far different that just workshopping with your team by yourselves. You NEED fresh input and experience. Otherwise you fall back into the same patterns, limitations, communication hierarchies and you only get a slight improvement.

 

 

  Call or email me to find out more, and stay tuned for upcoming webinars

Request a complimentary session or a discussion about services

FACILITATED STRATEGY OPTIONSmoney-back-gurantee

  Ideal for

Businesses that just need some clarity, objective insights into what to fix and focus on next year.

 

  Outcome

Objective insights into your business providing clarity on what to improve and focus on. Removes the mystery or doubt in where to start and focus for the greatest return.

Enquire

  Ideal for

Businesses that want to update their vision, mission and culture statements (eg. to help bond and motivate the team, set clear direction for the business), clarity and objective insights into what to improve and focus on next year to efficiently hit targets, and a worked through strategy to do so that can be applied throughout the business.

  Outcomes

Objective insights into your business providing clarity on what to improve and focus on, plus an updated vision (including financial targets), mission and culture statement, plus prioritisation of what to work on and a detailed strategy and action plan for one priority improvement. Removes the mystery or doubt in where to start and focus for the greatest return.

Enquire

  Ideal for

Businesses that want to update their vision, mission and culture statements (eg. to help bond and motivate the team, set clear direction for the business), clarity and objective insights into what to improve and focus on next year to efficiently hit targets, and a worked through strategy to do so that can be applied throughout the business.

  Outcome

Objective insights into your business providing clarity on what to improve and focus on, plus an updated vision (including financial targets), mission and culture statement, plus prioritisation of what to work on and a detailed strategy and action plan for three priority improvements, plus mindset for success strategies.

Enquire

“In one hour with David, I learnt more useful business wisdom than I’ve gained in 15 years of business.”

Property Management Company

 

“We implemented one strategy David gave us in our one-hour session and it created an extra $10K-12K per month in sales.”

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BONUS

Each package, Bronze, Silver, and Gold include strategies on maximising sales leading up to Christmas. These are strategies that I’ve found work after testing them with numerous businesses over the years.

  Download 6 Strategies to Boost Sales this Christmas  


ADDITIONAL SERVICES

  One-on-one staff interviews to get honest feedback on what needs improving, opportunities to increase efficiency, sales, customer experience, and morale. Business owners and Directors rarely hear the ‘truth’!

  Customer interviews to find out the truth about what they love, would like improved, new product or service features they would like to see, or why they no longer buy.

  Psychometric profiling of staff to help resolve performance issues. DISC and Caliper profiles including unpack and coaching.

  Business Development training for sales people or business owners wanting to increase their skills.

  Innovation For Competitive Advantage. Step by step program and mentoring to identify innovation in your business that will stop you having to compete on price and open new markets, even uncontested market space.