Topics in Business Planning

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Business Planning Process

Step 1: Collect information

Step 2: Analyse the information collected

Step 3: Form a strategy

Step 4: Prepare the plan

Business Planning Overview


A business plan is a formal statement that states:


Where the business is now

Where the business should go

How the business should get there


It should include a set of business goals, strategic plans and action plans. It will also contain background information about the organization or team attempting to reach those goals.


Let's start helping you to write a plan by explaining what each section should contain.



The first part of your business plan will involve creating a cover page. This will include:

• Trading name of your business
• Period covered by the plan
• Plan prepared by
• Plan prepared for
• Date of preparation

Contents page
After your cover page, you will have to put together a contents page. This should incorporate:

• Summary of the plan
• Business background: structure and organisation
• SWOT analysis: strengths, weaknesses, opportunities and threats
• The market and marketing strategies
• Strategies for other key areas
• Profit performance
• Financial projections
• Projected operating results
• Projected capital expenditure
• Projected cash flow
• Projected balance sheet
• Business ratios

Executive summary
This draws together the highlights from your completed business plan. It should appear after the contents page at the beginning of your plan. It should be a brief, informative overview and emphasise those factors that will make your business successful.

The completed summary of the plan will probably include the following headings:

Mission statement – your mission statement should answer three questions:


What is your business all about?

What are your products or services?

What are your goals and objectives for achieving

Plan results in terms of:



Gross Profit

Net Profit

Cash Flow.

• A summary of the key features of your planned financial position at year-end, particularly with regard to "gearing", the relationship between shareholders' funds and outside borrowings. Show how these will move over the course of the period of your business plan.

Market analysis.

Other strategies (eg production, human resources).

Business Background


Structure and organisation

The purpose of this section is to provide an overview of how the business operates, its key personnel, and how it all fits together.



• When was the business established?
• Where is the business located?
• What type of business? Eg:






• What are the business facilities?
• How many employees?



How is the business structured?

Company – a proprietary company may have one or more members and is usually formed for the purpose of acquiring profit. It is a complex form of organisation bound by the Corporations Law.
Sole proprietor – a sole proprietor is the sole owner of the business and has complete control of its operation.
Partnership – a partnership is the legal relationship of two or more persons carrying on business together with a view to profit.
Other – other types of business structures include joint ventures, co-operatives, and trusts.



An organisation chart is a diagram describing the basic roles, responsibilities & reporting hierarchy within an organisation.
Include in your plan an organisational chart showing:

• the relationship between departments
• the key responsibilities of each department
• the number of staff in each department
• any planned changes to the organisation during the period of your business plan
• a brief résumé of key staff to provide an insight into the quality of management.


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LEGAL ADVICE : J R Peterson lawyers



Business Planning Template

Would you like a free Business Planning template?.


Contact your Business Advisor or enter your details into the contact area on the HOME page of this Ebook series..



Business Planning Software

If you want to understand the Business planning area better then you should review the MasterPlan software that MAUS Business Systems publishes.

This is a highly acclaimed software product that will save you 50-90% of the time in writing your will even calculate all your financials.

Contact your Business Advisor or enter your details into the contact area on the HOME page of this Ebook series..



Other Planning Software

The more systems and solid management processes that you have in place the more valuable your buisness and the more effective your strategic plan.


MAUS also publishes a whole rane of management software such as:


Policies & Procedures,

Business Planning

HR software.

KPI Scorecard

Quality Assurance and more


All products are extremely reasonably priced and designed for Small to Medium sized businesses.