Rogerson Kenny Business Accountants Melbourne
Business Planning
These booklets are provide free of charge to our clients. Please click on one of the below links to see the index page - this should provide a good snapshot of the content provided. Please contact us if you would like to receive any one of these booklets. They are available for purchase for non clients. Have you considered a Business Focus Session? 
Booklet 9.05 - Guide to the Preparation of a Business Plan
Booklet 9.06 - Why Do Strategic & Business Planning
Booklet 9.08 - Business Plans - Key Points to be Included
Booklet 9.10 - Planning Your Business
Booklet 9.20 - Planning to Succeed
Booklet 9.21 - What is a SWOT Analysis
Booklet 9.53 - Sundry Work to be Undertaken as Part of the Business Plan Preparation
Booklet 9.70 - Monitoring Implementation of the Business Plan
Booklet 9.80 - Writing the Plan to Make Your Business a Winner
Booklet 9.81 - Use of the Business Plan Questionnaire to Assist in Writing the Business Plan
Booklet 9.82 - Strategies for Making Profits
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Business Plan Overview
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1. The Mechanics of the Preparation of a Business Plan
Why are we planning?
Isolation Planning.
Detailed Plan Questionnaire.
What if Analysis.
SWOT Analysis.
Research.
Preparation of Sensitivity Analysis (best and worse case projections).
Preparation of Draft Business Plan.
Review/Amendments to Draft Business Plan at a Business Review Meeting.
Review.
Modifications.
Final Document.
2. Specific Components of the Business Planning Process
Customers/Clients.
Product and Services.
Resources.
Marketing.
Operational.
Staff.
Staff Training.
Finance.
Budget/Cashflow Forecasts.
3. Appointment of a Facilitator
Chairs the Business Review Meetings.
Prepares the Business Plan Questionnaires.
Acts as a Devil's Advocate.
Tries to get all stakeholders to participate and comment.
Carries out specific research.
Prepares Budgets/Cashflow Forecasts.
Prepares the Draft Business Plan.
Attends a further Business Review Meeting to review the Draft Business Plan.
Prepares agreed amendments.
Prepares the Final Business Plan and submits it to the Organisation.
Submits recommendations on an ongoing review and implementation.
4. Key Components of the Final Document
Executive Summary.
Key Performance Indicators.
Action Plan.
SWOT Analysis.
History of the Business.
Mission Statement.
Implementation.
Review Strategy.
5. Review of Plan Implementation
Monthly Directors Meetings
Remote Planning - 6 monthly or annually
6. Sections of a Business Plan
Index.
Executive Summary.
Action Plan.
Key Performance Indicators.
Business Review.
Business Objectives.
SWOT Analysis.
Mission Statement.
Services.
Market.
Intellectual Property.
Customers.
Competition.
Resources.
Staff.
Staff Training and Development.
Marketing.
Quality Assurance.
Accountancy System.
Debtors.
Stock / Work-in-progress.
Legal.
Insurance.
Banks.
Management Team.
Investments.
Capital Expenditure.
Directors.
Stakeholders.
Benchmarking.
Risk Analysis and Contingency Plan.
Budgets and Cashflow Forecasts.
Review of Business Plan.
Why are we planning?
- Planning determines the growth and success of an organisation
- Infancy Planning - Those who wonder what is happening
- Adolescent Planning - Those who watch what is happening
- Adult Planning - Those who make things happen
Isolation Planning.
Detailed Plan Questionnaire.
What if Analysis.
SWOT Analysis.
Research.
- Customers
- Markets
- Financial Analysis
- Benchmarking/Inter Firm Comparisons
- Australian Bureau of Statistics
- State Government Departments
- Universities
- Business Promotional Organisations
- Austrade
Preparation of Sensitivity Analysis (best and worse case projections).
Preparation of Draft Business Plan.
Review/Amendments to Draft Business Plan at a Business Review Meeting.
Review.
Modifications.
Final Document.
2. Specific Components of the Business Planning Process
Customers/Clients.
Product and Services.
Resources.
Marketing.
Operational.
Staff.
Staff Training.
Finance.
Budget/Cashflow Forecasts.
3. Appointment of a Facilitator
Chairs the Business Review Meetings.
Prepares the Business Plan Questionnaires.
Acts as a Devil's Advocate.
Tries to get all stakeholders to participate and comment.
Carries out specific research.
Prepares Budgets/Cashflow Forecasts.
Prepares the Draft Business Plan.
Attends a further Business Review Meeting to review the Draft Business Plan.
Prepares agreed amendments.
Prepares the Final Business Plan and submits it to the Organisation.
Submits recommendations on an ongoing review and implementation.
4. Key Components of the Final Document
Executive Summary.
Key Performance Indicators.
Action Plan.
SWOT Analysis.
History of the Business.
Mission Statement.
Implementation.
Review Strategy.
5. Review of Plan Implementation
Monthly Directors Meetings
Remote Planning - 6 monthly or annually
6. Sections of a Business Plan
Index.
Executive Summary.
Action Plan.
Key Performance Indicators.
Business Review.
Business Objectives.
SWOT Analysis.
Mission Statement.
Services.
Market.
Intellectual Property.
Customers.
Competition.
Resources.
Staff.
Staff Training and Development.
Marketing.
Quality Assurance.
Accountancy System.
Debtors.
Stock / Work-in-progress.
Legal.
Insurance.
Banks.
Management Team.
Investments.
Capital Expenditure.
Directors.
Stakeholders.
Benchmarking.
Risk Analysis and Contingency Plan.
Budgets and Cashflow Forecasts.
Review of Business Plan.
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