[Company name]

Business Plan
Prepared by: [name]
Date: [date]
Version: [version number]
Contents
1. Business Overview 3
1.1 Business summary 3
1.2 Business goals and objectives 3
1.3 Current business position 3
1.4 Employment history 3
2. Structures and Resources 4
2.1 Organisational structure 4
3. Business Management and Operations 5
3.1 Products and services 5
3.2 Key suppliers and customers 6
3.3 Business assets 6
3.3.1 Premises 6
3.3.2 Assets and equipment 6
3.3.3 Stock and inventory 7
3.3.4 Intellectual property 7
3.4 Organisational resources 7
3.4.1 People 7
3.4.2 Financial resources 7
3.4.3 Data and customer information 8
3.5 Risk management 8
3.5.1 Risk assessment 8
3.5.2 Succession planning 8
3.5.3 Regulatory and legal considerations 8
3.5.4 Insurance 8
4. Market Analysis and Strategy 9
4.1 Target market and proposition 9
4.2 Customer management and acquisition 9
4.3 Competitors 10
4.4 Market SWOT analysis 10
4.6 Marketing advertising and promotion 11
5. Financial Analysis 12
5.1 Current financial position and past performance 12
 2–3
1. Business Overview
1.1 Business summary
Provide a summary or ‘elevator’ pitch for your business. For example summarise when and why your business started,
what industry you’re in and what you’re looking to achieve.

•
•
•
•

1.2 Business goals and objectives

What are you business goals and objectives you’ve set over the coming year? What are your goals for the future?
Are they specific, realistic and measurable?

Short term goals (first year) Actions required Responsibility

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•

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•
•

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•

Long term goals (1-3 years) Actions required Responsibility

•
•
•

•
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•

1.3 Current business position

Is your business starting, growing or mature? Are you expanding, consolidating, or preparing to sell?
(I.e. Do you have a succession plan in place or an exit strategy?)

•
•
•

1.4 Employment history

Provide details regarding your previous work experience, and outline any prior business management experience.

•
•
•
2. Structures and Resources
2.1 Organisational structure
Describe your organisational Structure, including the number of employees, the management team and founders.
If there are multiple business entities, please also describe how they integrate together? (can include a Family Tree)

2.2 Management team and advisers

Who are the people in your business that you can’t survive without? What revenue do they generate or what skills,
qualifications and knowledge do they have about your industry, product or service?

Key business people/advisers Role (e.g. accountants, lawyers, financial Skills/Attributes/experience

planners, business banker, staff etc)
 4–5
3. Business Management and Operations
3.1 Products and services

Categories Details

•
Products/services offered •
•

•
Distribution
•
Do you sell direct, or through a wholesaler?
Do you sell via a website or phone, or at a •
retail store? Do you use salespeople, agents •
or distributors?
•

•
Pricing
How do you price your products and services? •
Do you add a margin to your purchase price •
or running costs? Do you allow for changes in
exchange rates, interest rates, Government •
subsidies, insurance payments or input prices?
•

•
Future growth
How will you grow your business? What new •
or enhanced products or services do you plan •
to offer and when? Do you wait for others in
the industry to move first on new products, or •
are you a leader?
•

Payment •
What are your payment terms (on delivery, •
30, 60, 90 days)? How do customers pay you?
What strategies, processes, systems and •
people do you have in place to facilitate this?
•
What does it cost you? Are your customers
price sensitive? •

•
•
Production
How will you produce these products/ •
services?
•
•
3.2 Key suppliers and customers
Which suppliers and customers are critical to your business? What impact would a supply interruption have? Do you have
customers or distributors that generate a significant amount of your sales?

Customers/Suppliers Terms offered Why critical How risk of loss is managed

3.3 Business assets

3.3.1 Premises
What premises does your business own or lease? Do you anticipate having to move or expand at some stage?
If so, why, when and how will you do this?

Premises Purchase/ lease date Price Lease/finance rates,

conditions, options

3.3.2 Assets and equipment

List your key plant and business equipment, including computers, software, vehicles and machinery, or attach a copy of your
asset register.

Asset Purchase/ Price Lease/ finance Current usage Anticipated

lease date rates, conditions, level replacement date
options
 6–7
3.3.3 Stock and inventory
What is your production capacity and what do you currently produce? What is your stock turnover? How do you store
inventory and what does this cost? What are your future volume predictions?

•
•
•
•
•

3.3.4 Intellectual property

How do you protect your intellectual property such as copyrights, licences and patents?

Intellectual property Type of protection Protection Geography Conditions that apply

to be protected end date covered

3.4 Organisational resources

3.4.1 People
Do your employees have the right skills to help you meet your objectives? If not, how will you help them develop?
If they do, what will you do to retain them?

Areas for development or

Staff member How they’ll be developed or retained
cross skilling

3.4.2 Financial resources

Do you have the financial resources to meet your objectives or take advantage of opportunities? What facilities do you have
in place for this?

Facility Provider Approved limits or Current usage/ Conditions

current balance balance
3.4.3 Data and customer information
How do you collect, store and use customer and stock information? Do you back this information up? How do you do this
and how often?

•
•
•

3.5 Risk management

3.5.1 Risk assessment

What risks does your business face (e.g. reduced demand, loss of major contract (customer / supplier), interest rate changes,
property damage, public liability, etc)?
Risk Impact if occurs How it’s managed
(High, Medium, Low)

3.5.2 Succession planning

If something happened to you, or you no longer wanted to run your business - what would you do with it? Who would
take over or buy it? How would you manage this process and how would you ensure your business continues to operate?
Have you formally documented your plans?

•
•
•

3.5.3 Regulatory and legal considerations

Generally all businesses require certificates, regulations and legal aspects to start up a business or for auditing purposes.
The Government (both Federal and State) and local councils have laws and regulations that you’ll have to comply with.
List all key regulatory requirements for your industry.

•
•
•

3.5.4 Insurance
All businesses require insurance. It’s important to get expert advice about the specific needs of your business. Some insurance
policies, such as workers compensation, are required by law but you should ensure you’re covered against any significant risk.

Insurance type Details

 8–9
4. Market Analysis and Strategy
4.1 Target market and proposition
Provide details about your product/service and how your product/service will appeal to customers.

Category Details

What market are you in?

What are you offering?

Market proposition
(i.e. what you stand for in
the market place.)

Who is your target market? •

Include demographics •
(e.g. age, gender, geography),
and their needs/wants etc. •
•
•

What is your competitive

•
advantage? What are all the
reasons why a customer •
would select you over a
•
competitor?

4.2 Customer management and acquisition

Ask yourself the following questions relating to your target customers, be specific and realistic.

Category and profile Description

How do you acquire new customers?

How many do you expect to acquire each

year and over the following years?
Is your customer service model cost
effective?
How do you retain your most profitable
customers?
How do you manage or move on customers
you would prefer not to keep?
4.3 Competitors
It’s important to continually review where competitors are positioned in the market and to see what they are doing relative
to your business. Complete this table by selecting key competitors in your industry.

Category {{Business Name}} {{Business Name}} {{Business Name}}

Products/Service

Price

Market Share

In business since

Business structure

Target customers

Positioning in the market

Point of differentiation

Strengths

Weaknesses

4.4 Market SWOT analysis

Review and identify your businesses Strengths, Weaknesses, Opportunities and Threats (SWOT) within the market place.

Strengths within your business that provide Weaknesses within your business that place you at a
advantage over competitors: disadvantage compared to others:

• •

• •

• •

• •

• •

Opportunities outside your business that you could Threats in the external environment that could cause
leverage to your advantage: trouble for the business:

• •

• •

• •

• •

• •
 11
4.6 Marketing advertising and promotion
Once you’ve completed your target market and competitor review, sometimes it can provide clarity regarding how you’re going to promote your own business.
Ask yourself, how are customers going to buy from you and find out about your product or service?
Complete the following table with any recent or planned marketing activity.

Recent activities

Communication
Objectives Key message When Where Cost Return
method

Advertising

Letters/flyers/
brochures

Calling / visitation
programs

Sponsorships /
Events

Trade shows

Media coverage
(PR)

Loyalty programs

Website

Internet

[Other]
 12
5. Financial Analysis
5.1 Current financial position and past performance
How has your business performed against key financial measures such as sales, revenue, cash flow and profit growth
recently?

5.2 Financial forecast

What are your projected results over the next 1, 2, 3 and 5 years? Remember to define any assumptions you make.

Cash flow forecast

Profit & loss forecast

Balance sheet forecast

Ask your Accountant to

help you with preparing
financial forecasts.
 Item No. 86999 04.2013 W334765
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has been taken in preparing the document, no warranty is given as to the accuracy of the information contained in the document. The accuracy of the output from the
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